Broadridge Financial Solutions, Inc.
BR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001383312
In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 787
- +23 vs. Q1 2021
- Shares held
- 101.8M
- +2.47M (+2.5%) vs. Q1 2021
- Total value
- $16.3B
- +$1.22B (+8.1%) vs. Q1 2021
- New holders
- 80
- 289 more added
- Sold out
- 57
- 248 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Buckingham Capital Management, Inc. | 1,500 | $242.0K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,500 | $242.0K | 0.08% | 00.0% | Unchanged |
| Keybank National Association | 1,491 | $241.0K | 0.00% | −6−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,478 | $239.0K | 0.07% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,461 | $236.0K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,458 | $236.0K | 0.00% | +1,458 | New |
| Foresight Wealth Management, LLC | 1,452 | $235.0K | 0.10% | 00.0% | Unchanged |
| Optas, LLC | 1,449 | $234.0K | 0.07% | +6+0.4% | Added |
| San Francisco Sentry Investment Group (Ca) | 1,432 | $231.0K | 0.12% | −8−0.6% | Reduced |
| Pinnacle Associates Ltd | 1,430 | $231.0K | 0.00% | +17+1.2% | Added |
| Tower Research Capital LLC (TRC) | 1,426 | $230.0K | 0.01% | −9,693−87.2% | Reduced |
| Raymond James Trust N.A. | 1,425 | $230.0K | 0.01% | −108−7.0% | Reduced |
| 6 Meridian | 1,419 | $229.0K | 0.02% | −50−3.4% | Reduced |
| Campion Asset Management LLC | 1,410 | $228.0K | 0.19% | −240−14.5% | Reduced |
| Moody Aldrich Partners LLC | 1,413 | $228.0K | 0.03% | −20−1.4% | Reduced |
| River Wealth Advisors LLC | 1,409 | $228.0K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,397 | $226.0K | 0.02% | −390−21.8% | Reduced |
| Ieq Capital, LLC | 1,392 | $225.0K | 0.01% | +1,392 | New |
| First Bank & Trust | 1,378 | $223.0K | 0.11% | −95−6.4% | Reduced |
| Pearl River Capital, LLC | 1,379 | $223.0K | 0.06% | +1,379 | New |
| Capital Investment Counsel, Inc | 1,376 | $222.0K | 0.05% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,368 | $221.0K | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,350 | $218.0K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,336 | $216.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,325 | $214.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 1,327 | $214.0K | 0.04% | +1,327 | New |
| Cascadia Advisory Services, LLC | 1,326 | $214.0K | 0.05% | +1,326 | New |
| RMB Capital Management, LLC | 1,314 | $212.0K | 0.01% | +1,314 | New |
| Independent Financial Group, LLC | 1,289 | $208.2K | 0.02% | +1,289 | New |
| GPS Wealth Strategies Group, LLC | 1,289 | $208.0K | 0.05% | +285+28.4% | Added |
| Integrated Advisors Network LLC | 1,287 | $208.0K | 0.02% | +1,287 | New |
| IFP Advisors, Inc | 1,288 | $206.0K | 0.00% | +817+173.5% | Added |
| Personal Capital Advisors Corp | 1,274 | $206.0K | 0.00% | +1,274 | New |
| Aries Wealth Management | 1,276 | $206.0K | 0.09% | +1,276 | New |
| Main Street Research LLC | 1,266 | $204.0K | 0.02% | +1,266 | New |
| Orser Capital Management, LLC | 1,260 | $204.0K | 0.11% | +1,260 | New |
| Burke & Herbert Bank & Trust Co | 1,261 | $203.0K | 0.13% | +1,261 | New |
| Hall Laurie J Trustee | 1,250 | $202.0K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 1,156 | $201.0K | 0.11% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,241 | $200.0K | 0.03% | +1,241 | New |
| DuPont Capital Management Corp | 1,190 | $192.0K | 0.00% | −5,317−81.7% | Reduced |
| Agf Investments Inc. | 1,164 | $188.0K | 0.00% | −138−10.6% | Reduced |
| Concord Wealth Partners | 1,161 | $188.0K | 0.05% | +126+12.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,102 | $178.0K | 0.00% | +1+0.1% | Added |
| CX Institutional | 1,072 | $173.0K | 0.01% | +36+3.5% | Added |
| Proequities, Inc. | 961 | $156.0K | 0.01% | −12−1.2% | Reduced |
| Hexagon Capital Partners LLC | 942 | $152.0K | 0.04% | +239+34.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 878 | $142.0K | 0.00% | +48+5.8% | Added |
| Trust Co of Vermont | 789 | $127.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $125.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $124.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 705 | $114.0K | 0.02% | +705 | New |
| S.A. Mason LLC | 675 | $109.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 653 | $105.0K | 0.00% | +32+5.2% | Added |
| Centaurus Financial, Inc. | 625 | $101.0K | 0.01% | +625 | New |
| First Horizon Advisors, Inc. | 619 | $100.0K | 0.01% | +60+10.7% | Added |
| Hanson & Doremus Investment Management | 700 | $92.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 556 | $89.0K | 0.00% | +273+96.5% | Added |
| Laurel Wealth Advisors LLC | 543 | $88.0K | 0.02% | −15−2.7% | Reduced |
| Newfound Research LLC | 544 | $88.0K | 0.17% | +36+7.1% | Added |
| MUFG Americas Holdings Corp | 540 | $87.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 524 | $85.0K | 0.01% | +524 | New |
| Atlas Capital Advisors LLC | 521 | $84.2K | 0.01% | +521 | New |
| West Oak Capital, LLC | 500 | $81.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $81.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $79.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 487 | $79.0K | 0.01% | +81+20.0% | Added |
| Parallel Advisors, LLC | 458 | $74.0K | 0.00% | +163+55.3% | Added |
| Baron Financial Group, LLC | 443 | $71.6K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $71.0K | 0.00% | −161−26.9% | Reduced |
| Reilly Financial Advisors, LLC | 437 | $71.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 435 | $70.0K | 0.00% | −82−15.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 430 | $69.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 430 | $69.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 406 | $65.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 403 | $65.0K | 0.10% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 381 | $62.0K | 0.01% | −80−17.4% | Reduced |
| Tobam | 385 | $62.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 370 | $60.0K | 0.00% | −4,000−91.5% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $57.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 344 | $56.0K | 0.01% | +6+1.8% | Added |
| Arkadios Wealth Advisors | 340 | $55.0K | 0.01% | +241+243.4% | Added |
| Geneos Wealth Management Inc. | 326 | $53.0K | 0.00% | −116−26.2% | Reduced |
| Assetmark, Inc | 318 | $51.0K | 0.00% | +74+30.3% | Added |
| Gemmer Asset Management LLC | 306 | $49.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $48.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 297 | $48.0K | 0.03% | +1+0.3% | Added |
| Roble, Belko & Company, Inc | 295 | $48.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 294 | $47.0K | 0.00% | +81+38.0% | Added |
| Harbour Investments, Inc. | 284 | $46.0K | 0.00% | +82+40.6% | Added |
| American Research & Management Co. | 283 | $46.0K | 0.01% | +283 | New |
| Hoover Financial Advisors, Inc. | 273 | $44.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 266 | $43.0K | 0.01% | +4+1.5% | Added |
| Howe & Rusling Inc | 266 | $43.0K | 0.01% | +36+15.7% | Added |
| FormulaFolio Investments, LLC | 240 | $39.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 244 | $39.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 241 | $39.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $38.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $36.0K | 0.00% | 00.0% | Unchanged |