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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 220 | $36.0K | 0.00% | +220 | New |
| Lindbrook Capital, LLC | 204 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 200 | $32.3K | 1.17% | +200 | New |
| Tradewinds Capital Management, LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 195 | $31.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 195 | $31.0K | 0.01% | +21+12.1% | Added |
| Gables Capital Management Inc. | 186 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 187 | $30.0K | 0.01% | +187 | New |
| Investors Research Corp | 176 | $28.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 166 | $27.0K | 0.00% | −1−0.6% | Reduced |
| Private Capital Group, LLC | 166 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 164 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 165 | $26.0K | 0.00% | +134+432.3% | Added |
| Ogorek Anthony Joseph | 152 | $24.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $24.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 142 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 145 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 136 | $22.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 137 | $22.0K | 0.00% | +137 | New |
| Fuller & Thaler Asset Management, Inc. | 130 | $21.0K | 0.00% | −150−53.6% | Reduced |
| Webster Bank, N. A. | 128 | $21.0K | 0.00% | −87−40.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 129 | $21.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 121 | $20.0K | 0.02% | −338−73.6% | Reduced |
| Parkside Financial Bank & Trust | 125 | $20.0K | 0.01% | −97−43.7% | Reduced |
| Piscataqua Savings Bank | 125 | $20.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 124 | $20.0K | 0.00% | +49+65.3% | Added |
| Kistler-Tiffany Companies, LLC | 118 | $19.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 113 | $18.0K | 0.01% | +113 | New |
| Carmichael Hill & Associates, Inc. | 104 | $17.0K | 0.01% | 00.0% | Unchanged |
| Motco | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 95 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 88 | $14.0K | 0.00% | −1,125−92.7% | Reduced |
| Savior LLC | 89 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 87 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 90 | $14.0K | 0.00% | +81+900.0% | Added |
| Baystate Wealth Management LLC | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 77 | $12.0K | 0.01% | +77 | New |
| Wealth Quarterback LLC | 72 | $12.0K | 0.01% | +72 | New |
| Allworth Financial LP | 67 | $11.0K | 0.00% | −29−30.2% | Reduced |
| Castleview Partners, LLC | 70 | $11.0K | 0.00% | +70 | New |
| NEXT Financial Group, Inc | 65 | $10.0K | 0.00% | −8−11.0% | Reduced |
| Lumature Wealth Partners, LLC | 62 | $10.0K | 0.00% | +35+129.6% | Added |
| Annapolis Financial Services, LLC | 61 | $10.0K | 0.00% | +61 | New |
| Global Retirement Partners, LLC | 56 | $9.00K | 0.00% | −9−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 49 | $8.00K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 52 | $8.00K | 0.00% | +20+62.5% | Added |
| Selective Wealth Management, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| Earnest Partners LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $6.62K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 30 | $5.00K | 0.00% | −286−90.5% | Reduced |
| M&R Capital Management Inc | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $3.00K | 0.00% | −43−68.3% | Reduced |
| Essex Investment Management Co LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $3.00K | 0.00% | +17 | New |
| Harbor Investment Advisory, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | +8 | New |
| Eagle Bay Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Exane Derivatives | 3 | $505 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $161 | 0.00% | – | New |
| Sofos Investments, Inc. | 87 | – | – | −3−3.3% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −283,543−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −43,877−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −36,115−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −34,820−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −21,288−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −12,586−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| Triangle Securities Wealth Management | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |