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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.

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.

Institutional holdersQ3 2021: 791 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ3 2021: $16.8B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Covington Capital Management3$00.00%+3New
Manchester Capital Management LLC3$00.00%+3New
First Command Advisory Services, Inc.23$00.00%+23New
Meridian Wealth Partners, LLC3$00.00%+3New
WestEnd Advisors, LLC–$1660.00%––
Exane Derivatives3$5000.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.00K0.00%−23−82.1%Reduced
Evoke Wealth, LLC10$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.7$1.00K0.00%00.0%Unchanged
TFC Financial Management4$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$1.83K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC11$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.13$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC13$2.00K0.00%+13New
Liberty Wealth Management LLC13$2.00K0.00%+13New
Red Tortoise LLC12$2.00K0.00%+12New
McCarthy Grittinger Financial Group, LLC16$2.67K0.00%+16New
Essex Investment Management Co LLC18$3.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp17$3.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC21$3.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.18$3.00K0.00%+18New
Sonora Investment Management, LLC19$3.00K0.00%+19New
Financial Management Professionals, Inc.26$4.00K0.00%00.0%Unchanged
JNBA Financial Advisors24$4.00K0.00%00.0%Unchanged
Aua Capital Management, LLC24$4.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc26$4.00K0.00%−1−3.7%Reduced
Resolute Partners Group24$4.00K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC25$4.00K0.00%+25New
Carroll Financial Associates, Inc.36$5.00K0.00%−129−78.2%Reduced
Bell Investment Advisors, Inc28$5.00K0.00%+28New
Thompson Siegel & Walmsley LLC35$6.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC39$6.00K0.00%+4+11.4%Added
Clearstead Advisors, LLC35$6.00K0.00%+5+16.7%Added
M&R Capital Management Inc37$6.00K0.00%00.0%Unchanged
Better Money Decisions, LLC34$6.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC34$6.00K0.00%+34New
Sutton Wealth Advisors Inc.41$6.83K0.00%00.0%Unchanged
Global Retirement Partners, LLC50$8.00K0.00%−6−10.7%Reduced
Selective Wealth Management, Inc.50$8.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC49$9.00K0.01%00.0%Unchanged
Annapolis Financial Services, LLC61$10.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc59$10.0K0.00%+1+1.7%Added
Allworth Financial LP67$11.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC73$12.0K0.00%−45−38.1%Reduced
Baystate Wealth Management LLC79$13.0K0.00%00.0%Unchanged
West Branch Capital LLC77$13.0K0.01%00.0%Unchanged
Ellevest, Inc.78$13.0K0.00%+26+50.0%Added
Capital Advisors, Ltd. LLC81$13.0K0.00%+81New
Crewe Advisors LLC87$14.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.90$14.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC90$15.0K0.00%00.0%Unchanged
Capital Analysts, LLC88$15.0K0.00%00.0%Unchanged
Independence Bank of Kentucky95$16.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.104$17.0K0.01%00.0%Unchanged
Motco100$17.0K0.00%00.0%Unchanged
Kings Point Capital Management100$17.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$17.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.100$17.0K0.00%+100New
McClarren Financial Advisors, Inc.113$18.0K0.01%00.0%Unchanged
Adirondack Trust Co100$18.0K0.01%+100New
Mascoma Wealth Management LLC111$18.0K0.01%+111New
NEXT Financial Group, Inc121$20.0K0.00%+56+86.2%Added
Lumature Wealth Partners, LLC121$20.0K0.01%+59+95.2%Added
Consolidated Planning Corp121$20.0K0.01%+121New
Parkside Financial Bank & Trust125$21.0K0.01%00.0%Unchanged
PrairieView Partners, LLC124$21.0K0.00%00.0%Unchanged
Piscataqua Savings Bank125$21.0K0.02%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.130$22.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC129$22.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC141$23.0K0.00%−296−67.7%Reduced
Bedel Financial Consulting, Inc.136$23.0K0.01%00.0%Unchanged
Webster Bank, N. A.139$23.0K0.00%+11+8.6%Added
Graves-Light Private Wealth Management, Inc.142$24.0K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.145$24.0K0.02%00.0%Unchanged
BerganKDV Wealth Management, LLC145$24.0K0.00%+145New
Ogorek Anthony Joseph152$25.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.158$26.0K0.00%−8−4.8%Reduced
Private Ocean, LLC164$27.0K0.00%00.0%Unchanged
Private Capital Group, LLC166$28.0K0.01%00.0%Unchanged
Investors Research Corp176$29.0K0.01%00.0%Unchanged
Gables Capital Management Inc.186$31.0K0.02%00.0%Unchanged
First PREMIER Bank195$32.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC200$33.0K0.01%00.0%Unchanged
MV Capital Management, Inc.200$33.0K0.01%+5+2.6%Added
Lindbrook Capital, LLC204$34.0K0.01%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd218$36.0K0.01%−14,057−98.5%Reduced
Salem Investment Counselors Inc225$37.0K0.00%00.0%Unchanged
Sageworth Trust Co220$37.0K0.00%00.0%Unchanged
Blume Capital Management, Inc.229$38.0K0.01%+229New
IMA Wealth, Inc.237$39.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC242$40.0K0.03%+1+0.4%Added
Sandy Spring Bank252$41.0K0.00%−42−14.3%Reduced
Creative Financial Designs Inc244$41.0K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC246$41.0K0.02%+246New
Kozak & Associates, Inc.237$42.0K0.02%+237New
Howe & Rusling Inc266$44.0K0.01%00.0%Unchanged
Harbour Investments, Inc.274$46.0K0.00%−10−3.5%Reduced
Arkadios Wealth Advisors287$47.0K0.01%−53−15.6%Reduced