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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.

Q3 2021 vs. Q2 2021

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of BR: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders78711791+15
Shares101.8M65.4K101.6M−104.6K (−0.1%)
Value$16.3B$10.6M$16.8B+$514.3M (+3.1%)

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to BR in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA47,702$7.95M0.01%
Two Sigma Investments, LP18,053$3.01M0.01%
Assenagon Asset Management S.A.9,209$1.53M0.01%
Los Angeles Capital Management LLC8,074$1.34M0.01%
Point72 Hong Kong Ltd7,772$1.29M0.10%
Quantitative Investment Management, LLC6,744$1.12M0.10%
Aigen Investment Management, LP6,066$1.01M0.19%
Alethea Capital Management, LLC5,812$969.0K0.85%
Gyon Technologies Capital Management, LP5,265$877.0K0.24%
Jump Financial, LLC4,537$756.0K0.05%
Quantbot Technologies LP4,393$732.0K0.05%
McElhenny Sheffield Capital Management, LLC4,178$696.0K0.32%
HighPoint Advisor Group LLC3,847$641.0K0.06%
Liontrust Investment Partners LLP3,750$624.9K0.01%
Wealthspire Advisors, LLC3,607$601.0K0.01%
Toews Corp2,500$417.0K0.05%
Krane Funds Advisors LLC2,476$413.0K0.01%
Avalon Investment & Advisory2,242$374.0K0.01%
Americana Partners, LLC2,250$374.0K0.09%
Psagot Value Holdings Ltd. / (Israel)2,239$373.0K0.06%
Veriti Management LLC2,021$337.0K0.05%
Pensionfund DSM Netherlands2,000$333.0K0.04%
Polar Asset Management Partners Inc.1,917$319.0K0.00%
Bokf, NA1,885$314.0K0.01%
Gsa Capital Partners LLP1,866$311.0K0.03%
Meristem Family Wealth, LLC1,826$304.0K0.03%
XTX Topco Ltd1,589$265.0K0.09%
Ethic Inc.1,564$261.0K0.03%
Bridgewater Associates, LP1,543$257.0K0.00%
Washington Trust Bank1,532$255.0K0.03%
San Luis Wealth Advisors LLC1,518$253.0K0.14%
Unigestion Holding SA1,494$252.0K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,428$238.0K0.01%
Fort Point Capital Partners LLC1,431$238.0K0.04%
Beacon Pointe Advisors, LLC1,381$230.0K0.01%
Paloma Partners Management Co1,348$225.0K0.01%
Courier Capital LLC1,303$217.0K0.02%
E Fund Management Co., Ltd.1,252$209.0K0.01%
Patron Partners Advisors, LLC1,204$200.0K0.15%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main772$130.0K0.00%
State of Wyoming389$65.0K0.04%
Kozak & Associates, Inc.237$42.0K0.02%
PFG Private Wealth Management, LLC246$41.0K0.02%
Blume Capital Management, Inc.229$38.0K0.01%
BerganKDV Wealth Management, LLC145$24.0K0.00%
Consolidated Planning Corp121$20.0K0.01%
Adirondack Trust Co100$18.0K0.01%
Mascoma Wealth Management LLC111$18.0K0.01%
Oakworth Capital, Inc.100$17.0K0.00%
Capital Advisors, Ltd. LLC81$13.0K0.00%
Fieldpoint Private Securities, LLC34$6.00K0.00%
Bell Investment Advisors, Inc28$5.00K0.00%
Capstone Investment Advisors, LLC25$4.00K0.00%
Sonora Investment Management, LLC19$3.00K0.00%
Freedman Financial Associates, Inc.18$3.00K0.00%
McCarthy Grittinger Financial Group, LLC16$2.67K0.00%
Asset Dedication, LLC13$2.00K0.00%
Liberty Wealth Management LLC13$2.00K0.00%
Red Tortoise LLC12$2.00K0.00%
Covington Capital Management3$00.00%
Manchester Capital Management LLC3$00.00%
First Command Advisory Services, Inc.23$00.00%
Meridian Wealth Partners, LLC3$00.00%

Sold out (48)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of BR in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Arrowstreet Capital, Limited Partnership156,267$25.2M
HRT Financial LP26,833$4.33M
Connor, Clark & Lunn Investment Management Ltd.23,017$3.72M
Qube Research & Technologies Ltd18,776$3.03M
D. E. Shaw & Co., Inc.18,656$3.01M
Marshall Wace, LLP14,878$2.40M
Tudor Investment Corp Et Al13,455$2.17M
Legacy Capital Partners, Inc.12,145$1.96M
SRB Corp11,920$1.93M
Tandem Capital Management Corp11,760$1.90M
Regency Capital Management Inc.10,699$1.73M
Cinctive Capital Management LP10,248$1.66M
Jennison Associates LLC10,142$1.64M
Dynamic Technology Lab Private Ltd8,044$1.30M
PEAK6 Investments LLC6,044$976.0K
Schonfeld Strategic Advisors LLC5,962$963.0K
Engineers Gate Manager LP4,440$717.0K
Cumberland Partners Ltd4,300$695.0K
Wolverine Trading, LLC3,816$618.0K
Exchange Traded Concepts, LLC3,454$558.0K
Magnetar Financial LLC3,433$555.0K
FORA Capital, LLC3,136$507.0K
BP PLC3,097$500.0K
Versor Investments LP2,524$408.0K
Quantamental Technologies LLC2,047$331.0K
Machina Capital S.A.S.1,991$322.0K
Y-Intercept (Hong Kong) Ltd1,954$316.0K
Lombard Odier Asset Management (Switzerland) SA1,701$275.0K
Tuttle Tactical Management1,611$260.0K
Foresight Wealth Management, LLC1,452$235.0K
6 Meridian1,419$229.0K
Pearl River Capital, LLC1,379$223.0K
Trust Co of Vermont789$127.0K
Strategic Blueprint, LLC524$85.0K
Atlas Capital Advisors LLC521$84.2K
Lion Street Advisors, LLC200$32.3K
Ford Financial Group, LLC187$30.0K
FFT Wealth Management LLC137$22.0K
NuWave Investment Management, LLC121$20.0K
Savior LLC89$14.0K
Wealth Quarterback LLC72$12.0K
Delta Asset Management LLC48$8.00K
Enterprise Financial Services Corp41$7.00K
Heritage Wealth Management, LLC30$5.00K
BDO Wealth Advisors, LLC12$2.00K
CVA Family Office, LLC10$2.00K
Summit Wealth Group, LLC4$1.00K
Wolff Wiese Magana LLC8$1.00K

Not filed for Q3 2021 yet (11)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd48,410$7.82M
CWS Financial Advisors, LLC5,850$945.0K
First Horizon Corp3,256$525.0K
Running Oak Capital LLC2,191$354.0K
QS Investors, LLC1,920$311.0K
CWM, LLC1,626$263.0K
San Francisco Sentry Investment Group (Ca)1,432$231.0K
Hoover Financial Advisors, Inc.273$44.0K
FormulaFolio Investments, LLC240$39.0K
GoalVest Advisory LLC148$24.0K
Castleview Partners, LLC70$11.0K