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, Q3 2021
Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
- 791
- +15 vs. Q2 2021
- Shares held
- 101.6M
- −104.6K (−0.1%) vs. Q2 2021
- Total value
- $16.8B
- +$514.3M (+3.1%) vs. Q2 2021
- New holders
- 63
- 270 more added
- Sold out
- 48
- 274 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,474,973 | $2.25B | 0.06% | +128,859+1.0% | Added |
| BlackRock Inc. | 9,283,177 | $1.55B | 0.04% | +86,967+0.9% | Added |
| Janus Henderson Group PLC | 5,645,283 | $940.7M | 0.41% | −432,799−7.1% | Reduced |
| State Street Corp | 4,889,737 | $817.9M | 0.04% | +43,402+0.9% | Added |
| Price T Rowe Associates Inc | 4,415,773 | $735.8M | 0.07% | −395,850−8.2% | Reduced |
| Baillie Gifford & Co | 4,082,706 | $680.3M | 0.36% | −33,628−0.8% | Reduced |
| APG Asset Management N.V. | 4,031,453 | $579.7M | 1.03% | −5,400−0.1% | Reduced |
| Geode Capital Management, LLC | 2,160,725 | $359.2M | 0.05% | +91,573+4.4% | Added |
| Jensen Investment Management Inc | 1,755,253 | $292.5M | 2.32% | −192,417−9.9% | Reduced |
| Wells Fargo & Company | 1,578,163 | $263.0M | 0.06% | +5,393+0.3% | Added |
| Northern Trust Corp | 1,314,631 | $219.1M | 0.04% | +19,980+1.5% | Added |
| Caisse de Depot Et Placement du Quebec | 1,268,126 | $211.3M | 0.45% | +774,130+156.7% | Added |
| Atlanta Capital Management Co L L C | 1,260,868 | $210.1M | 0.75% | −3,973−0.3% | Reduced |
| Invesco Ltd. | 1,250,321 | $208.4M | 0.05% | −60,541−4.6% | Reduced |
| Barclays PLC | 1,235,423 | $205.9M | 0.15% | −4,809−0.4% | Reduced |
| Macquarie Group Ltd | 1,171,302 | $195.2M | 0.17% | −29,529−2.5% | Reduced |
| Morgan Stanley | 1,118,338 | $186.4M | 0.03% | +490,211+78.0% | Added |
| Bank of New York Mellon Corp | 1,100,833 | $183.4M | 0.04% | −29,923−2.6% | Reduced |
| Legal & General Group Plc | 1,077,512 | $179.6M | 0.06% | +74,480+7.4% | Added |
| Norges Bank | 1,069,709 | $178.3M | 0.04% | +263,800+32.7% | Added |
| California Public Employees Retirement System | 897,183 | $149.5M | 0.11% | +8,007+0.9% | Added |
| Franklin Resources Inc | 893,358 | $148.9M | 0.06% | +23,175+2.7% | Added |
| Parnassus Investments | 878,338 | $146.4M | 0.31% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 829,994 | $138.3M | 0.85% | −1,707−0.2% | Reduced |
| Dimensional Fund Advisors LP | 811,996 | $135.3M | 0.04% | +9,151+1.1% | Added |
| Confluence Investment Management LLC | 801,041 | $133.5M | 1.87% | −8,485−1.0% | Reduced |
| Bank of America Corp | 742,172 | $123.7M | 0.01% | −22,830−3.0% | Reduced |
| Fayez Sarofim & Co | 741,159 | $123.5M | 0.41% | −19,431−2.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 671,851 | $112.0M | 3.79% | +18,574+2.8% | Added |
| UBS Asset Management Americas Inc | 626,971 | $104.5M | 0.04% | +4,264+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 590,794 | $98.5M | 0.22% | −7,397−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 590,375 | $98.4M | 0.24% | +34,989+6.3% | Added |
| Baird Financial Group, Inc. | 587,870 | $98.0M | 0.25% | +2,580+0.4% | Added |
| Alliancebernstein L.P. | 586,898 | $97.8M | 0.04% | +1,993+0.3% | Added |
| Amundi | 539,768 | $89.9M | 0.06% | +321,863+147.7% | Added |
| Anchor Capital Advisors LLC | 538,848 | $89.8M | 1.86% | −11,398−2.1% | Reduced |
| Bristol Gate Capital Partners Inc. | 536,325 | $89.4M | 4.59% | +13,978+2.7% | Added |
| Charles Schwab Investment Management Inc | 531,253 | $88.5M | 0.03% | +7,736+1.5% | Added |
| Ninety One UK Ltd | 527,561 | $87.9M | 0.22% | +27,388+5.5% | Added |
| First Trust Advisors LP | 464,565 | $77.4M | 0.08% | +3,053+0.7% | Added |
| Swiss National Bank | 459,382 | $76.6M | 0.05% | −13,000−2.8% | Reduced |
| Parametric Portfolio Associates LLC | 452,604 | $75.4M | 0.04% | +20,709+4.8% | Added |
| Schwartz Investment Counsel Inc | 448,750 | $74.8M | 3.08% | −13,000−2.8% | Reduced |
| Rathbone Brothers plc | 435,100 | $72.5M | 0.78% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 425,603 | $70.9M | 1.74% | +5,543+1.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 408,442 | $68.1M | 0.04% | −19,493−4.6% | Reduced |
| Boston Financial Mangement LLC | 390,949 | $65.1M | 2.65% | −5,517−1.4% | Reduced |
| Nuveen Asset Management, LLC | 382,471 | $63.7M | 0.02% | −112,172−22.7% | Reduced |
| Nissay Asset Management Corp | 374,055 | $62.3M | 0.53% | +250,932+203.8% | Added |
| JPMorgan Chase & Co | 347,446 | $57.9M | 0.01% | −24,433−6.6% | Reduced |
| King Luther Capital Management Corp | 333,460 | $55.6M | 0.27% | +6,266+1.9% | Added |
| CIBC Private Wealth Group, LLC | 326,556 | $54.4M | 0.13% | +3,679+1.1% | Added |
| Renaissance Technologies LLC | 322,400 | $53.7M | 0.07% | +136,300+73.2% | Added |
| Douglas Lane & Associates, LLC | 320,087 | $53.3M | 0.76% | +575+0.2% | Added |
| Royal Bank of Canada | 318,567 | $53.1M | 0.01% | +104,273+48.7% | Added |
| London Co of Virginia | 309,545 | $51.6M | 0.28% | −5,230−1.7% | Reduced |
| Deutsche Bank AG | 307,775 | $51.3M | 0.02% | −41,750−11.9% | Reduced |
| GW&K Investment Management, LLC | 302,942 | $50.5M | 0.45% | +1,914+0.6% | Added |
| Eaton Vance Management | 295,843 | $48.9M | 0.07% | +77,780+35.7% | Added |
| Goldman Sachs Group Inc | 279,927 | $46.6M | 0.01% | −48,032−14.6% | Reduced |
| Alta Capital Management LLC | 278,994 | $46.5M | 2.62% | −267,964−49.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 260,381 | $43.4M | 0.43% | +21,240+8.9% | Added |
| Commerce Bank | 259,778 | $43.3M | 0.31% | −1,745−0.7% | Reduced |
| Mackenzie Financial Corp | 257,671 | $42.9M | 0.06% | +41,925+19.4% | Added |
| 1832 Asset Management L.P. | 245,519 | $41.6M | 0.08% | −5,773−2.3% | Reduced |
| Raymond James & Associates | 249,009 | $41.5M | 0.04% | +1,088+0.4% | Added |
| Rhumbline Advisers | 232,688 | $38.8M | 0.05% | +28,846+14.2% | Added |
| HM Payson & Co | 228,340 | $38.1M | 0.93% | +8,232+3.7% | Added |
| Ameriprise Financial Inc | 217,083 | $36.2M | 0.01% | −58,503−21.2% | Reduced |
| Ensemble Capital Management, LLC | 214,541 | $35.8M | 2.91% | −21,232−9.0% | Reduced |
| PGGM Investments | 206,143 | $34.4M | 0.18% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 204,339 | $34.1M | 0.13% | +4,532+2.3% | Added |
| Loomis Sayles & Co L P | 203,907 | $34.0M | 0.04% | +5,678+2.9% | Added |
| California State Teachers Retirement System | 203,778 | $34.0M | 0.04% | −4,846−2.3% | Reduced |
| LPL Financial LLC | 202,588 | $33.8M | 0.03% | +5,551+2.8% | Added |
| UBS Group AG | 199,059 | $33.2M | 0.01% | −21,658−9.8% | Reduced |
| Boston Private Wealth LLC | 195,135 | $32.5M | 0.42% | −1,551−0.8% | Reduced |
| National Pension Service | 193,705 | $32.3M | 0.06% | −668−0.3% | Reduced |
| Envestnet Asset Management Inc | 185,516 | $30.9M | 0.02% | −36,805−16.6% | Reduced |
| New York State Common Retirement Fund | 183,840 | $30.6M | 0.03% | −967−0.5% | Reduced |
| NN Investment Partners Holdings N.V. | 181,686 | $30.3M | 0.17% | −4,623−2.5% | Reduced |
| Boston Trust Walden Corp | 181,331 | $30.2M | 0.27% | −2,228−1.2% | Reduced |
| Credit Suisse AG | 178,914 | $29.8M | 0.02% | −12,895−6.7% | Reduced |
| Geneva Capital Management LLC | 175,668 | $29.3M | 0.50% | −9,883−5.3% | Reduced |
| Copeland Capital Management, LLC | 166,220 | $27.7M | 0.79% | +23,209+16.2% | Added |
| Storebrand Asset Management AS | 166,186 | $27.7M | 0.14% | −2,435−1.4% | Reduced |
| Congress Asset Management Co | 165,359 | $27.6M | 0.22% | +18,568+12.6% | Added |
| Citigroup Inc | 164,608 | $27.4M | 0.03% | −1,552−0.9% | Reduced |
| Motley Fool Wealth Management, LLC | 163,436 | $27.2M | 1.18% | −1,725−1.0% | Reduced |
| Earnest Partners LLC | 160,828 | $26.8M | 0.16% | +160,782+349,526.1% | Added |
| Robeco Institutional Asset Management B.V. | 156,721 | $26.1M | 0.06% | +2,834+1.8% | Added |
| Principal Financial Group Inc | 155,995 | $26.0M | 0.02% | −149−0.1% | Reduced |
| Bank of Montreal | 151,150 | $25.6M | 0.01% | +7,840+5.5% | Added |
| HSBC Holdings PLC | 151,388 | $25.3M | 0.03% | −8,021−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 151,374 | $25.2M | 0.05% | −899−0.6% | Reduced |
| Russell Investments Group, Ltd. | 148,958 | $24.9M | 0.04% | +32,922+28.4% | Added |
| Great West Life Assurance Co | 144,600 | $24.3M | 0.06% | +15,189+11.7% | Added |
| Dearborn Partners LLC | 144,269 | $24.0M | 0.98% | +225+0.2% | Added |
| Toronto Dominion Bank | 135,012 | $22.5M | 0.04% | −25,415−15.8% | Reduced |
| Veritas Investment Management (UK) Ltd | 132,035 | $22.0M | 3.61% | +75+0.1% | Added |