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 |
|---|---|---|---|---|---|
| American Research & Management Co. | 283 | $47.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 284 | $47.0K | 0.01% | +18+6.8% | Added |
| Roble, Belko & Company, Inc | 295 | $49.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $50.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $50.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 298 | $50.0K | 0.03% | +1+0.3% | Added |
| Gemmer Asset Management LLC | 306 | $51.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 318 | $53.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 326 | $54.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 343 | $57.0K | 0.01% | −38−10.0% | Reduced |
| Eagle Bay Advisors LLC | 342 | $57.0K | 0.03% | +340+17,000.0% | Added |
| Glassman Wealth Services | 349 | $58.0K | 0.01% | +5+1.5% | Added |
| Pinnacle Bancorp, Inc. | 354 | $59.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 370 | $62.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 386 | $64.0K | 0.01% | −101−20.7% | Reduced |
| State of Wyoming | 389 | $65.0K | 0.04% | +389 | New |
| Smithfield Trust Co | 406 | $67.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 403 | $67.0K | 0.10% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 425 | $71.0K | 0.00% | −10−2.3% | Reduced |
| Concord Wealth Partners | 430 | $72.0K | 0.03% | −731−63.0% | Reduced |
| Acadian Asset Management LLC | 438 | $72.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 443 | $73.8K | 0.04% | 00.0% | Unchanged |
| Tobam | 470 | $78.0K | 0.00% | +85+22.1% | Added |
| Lowe Wealth Advisors, LLC | 491 | $82.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 492 | $82.0K | 0.00% | +62+14.4% | Added |
| Bartlett & Co. Wealth Management LLC | 492 | $82.3K | 0.00% | +62+14.4% | Added |
| West Oak Capital, LLC | 500 | $83.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $83.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 506 | $84.0K | 0.00% | +48+10.5% | Added |
| Laurel Wealth Advisors LLC | 543 | $90.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 540 | $90.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 603 | $100.0K | 0.00% | −587−49.3% | Reduced |
| Penserra Capital Management LLC | 613 | $101.0K | 0.00% | +57+10.3% | Added |
| Centaurus Financial, Inc. | 625 | $104.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 653 | $109.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 675 | $112.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 700 | $117.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 701 | $117.0K | 0.19% | +157+28.9% | Added |
| SRS Capital Advisors, Inc. | 715 | $119.0K | 0.02% | +10+1.4% | Added |
| Toth Financial Advisory Corp | 770 | $128.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $129.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 772 | $130.0K | 0.00% | +772 | New |
| Federated Hermes, Inc. | 917 | $153.0K | 0.00% | −17,368−95.0% | Reduced |
| Hexagon Capital Partners LLC | 931 | $155.0K | 0.05% | −11−1.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 973 | $162.0K | 0.00% | −129−11.7% | Reduced |
| Sentry Investment Management LLC | 992 | $165.0K | 0.05% | +904+1,027.3% | Added |
| Agf Investments Inc. | 1,000 | $167.0K | 0.00% | −164−14.1% | Reduced |
| Proequities, Inc. | 1,078 | $180.0K | 0.01% | +117+12.2% | Added |
| CX Institutional | 1,084 | $181.0K | 0.01% | +12+1.1% | Added |
| Key Financial Inc | 1,156 | $193.0K | 0.11% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,204 | $200.0K | 0.15% | +1,204 | New |
| Hall Laurie J Trustee | 1,250 | $208.0K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,252 | $209.0K | 0.01% | +1,252 | New |
| Orser Capital Management, LLC | 1,260 | $210.0K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,261 | $210.0K | 0.14% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,273 | $212.0K | 0.00% | −1−0.1% | Reduced |
| Aries Wealth Management | 1,276 | $213.0K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,289 | $214.8K | 0.02% | 00.0% | Unchanged |
| Main Street Research LLC | 1,297 | $216.0K | 0.02% | +31+2.4% | Added |
| Courier Capital LLC | 1,303 | $217.0K | 0.02% | +1,303 | New |
| RMB Capital Management, LLC | 1,314 | $219.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,325 | $221.0K | 0.01% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 1,331 | $222.0K | 0.05% | +5+0.4% | Added |
| Empirical Finance, LLC | 1,337 | $223.0K | 0.03% | +96+7.7% | Added |
| IFP Advisors, Inc | 1,368 | $224.0K | 0.00% | +80+6.2% | Added |
| Atlas Brown,Inc. | 1,350 | $225.0K | 0.10% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,348 | $225.0K | 0.01% | +1,348 | New |
| Davis R M Inc | 1,359 | $226.0K | 0.01% | −175−11.4% | Reduced |
| Harvey Investment Co LLC | 1,368 | $228.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,376 | $229.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 1,378 | $230.0K | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,381 | $230.0K | 0.01% | +1,381 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $233.0K | 0.01% | −800−36.4% | Reduced |
| Connecticut Wealth Management, LLC | 1,397 | $233.0K | 0.02% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,412 | $235.0K | 0.03% | −1−0.1% | Reduced |
| River Wealth Advisors LLC | 1,409 | $235.0K | 0.04% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,410 | $235.0K | 0.21% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,428 | $238.0K | 0.01% | +1,428 | New |
| Fort Point Capital Partners LLC | 1,431 | $238.0K | 0.04% | +1,431 | New |
| Optas, LLC | 1,438 | $239.0K | 0.07% | −11−0.8% | Reduced |
| Pinnacle Associates Ltd | 1,432 | $239.0K | 0.00% | +2+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,461 | $243.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,468 | $245.0K | 0.01% | +43+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,478 | $246.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,474 | $246.0K | 0.06% | +185+14.4% | Added |
| Moors & Cabot, Inc. | 1,506 | $247.0K | 0.02% | −57−3.6% | Reduced |
| Glenmede Trust Co NA | 1,497 | $248.0K | 0.00% | −11−0.7% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $250.0K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,500 | $250.0K | 0.09% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,511 | $252.0K | 0.01% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,494 | $252.0K | 0.01% | +1,494 | New |
| San Luis Wealth Advisors LLC | 1,518 | $253.0K | 0.14% | +1,518 | New |
| Carolinas Wealth Consulting LLC | 1,520 | $254.0K | 0.06% | −195−11.4% | Reduced |
| Washington Trust Bank | 1,532 | $255.0K | 0.03% | +1,532 | New |
| Signaturefd, LLC | 1,534 | $256.0K | 0.01% | −7−0.5% | Reduced |
| Meeder Asset Management Inc | 1,535 | $256.0K | 0.01% | +199+14.9% | Added |
| Bridgewater Associates, LP | 1,543 | $257.0K | 0.00% | +1,543 | New |
| First Manhattan Co | 1,572 | $261.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 1,564 | $261.0K | 0.03% | +1,564 | New |
| Ascent Wealth Partners, LLC | 1,571 | $262.0K | 0.05% | +9+0.6% | Added |