Skip to main content
Livermore
Livermore
ZHEN

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
BBVA USA1,583$264.0K0.02%−529−25.0%Reduced
Ameritas Investment Partners, Inc.1,586$264.0K0.01%00.0%Unchanged
XTX Topco Ltd1,589$265.0K0.09%+1,589New
Hudson Capital Management LLC1,600$267.0K0.11%−100−5.9%Reduced
Arcadia Investment Management Corp1,617$269.0K0.05%00.0%Unchanged
Pathstone Family Office, LLC1,607$269.0K0.01%+105+7.0%Added
Vivaldi Capital Management, LLC1,636$273.0K0.06%00.0%Unchanged
Anchor Investment Management, LLC1,650$275.0K0.04%00.0%Unchanged
Profund Advisors LLC1,660$277.0K0.01%+9+0.5%Added
Vontobel Holding Ltd.1,670$278.0K0.00%00.0%Unchanged
Menard Financial Group LLC1,729$288.0K0.25%+4+0.2%Added
Old National Bancorp1,738$290.0K0.01%−106−5.7%Reduced
Keybank National Association1,755$292.0K0.00%+264+17.7%Added
Integrated Advisors Network LLC1,751$292.0K0.02%+464+36.1%Added
Corient Capital Partners, LLC1,778$296.0K0.02%+36+2.1%Added
Park Avenue Securities LLC1,780$297.0K0.01%+1+0.1%Added
Aull & Monroe Investment Management Corp1,791$298.0K0.15%00.0%Unchanged
Marco Investment Management LLC1,800$300.0K0.03%00.0%Unchanged
Mid Atlantic Financial Management Inc1,813$302.0K0.02%−68−3.6%Reduced
Davenport & Co LLC1,814$302.0K0.00%+80+4.6%Added
Meristem Family Wealth, LLC1,826$304.0K0.03%+1,826New
Ami Asset Management Corp1,868$311.0K0.02%−53−2.8%Reduced
Spreng Capital Management, Inc.1,875$311.0K0.20%00.0%Unchanged
Gsa Capital Partners LLP1,866$311.0K0.03%+1,866New
Radnor Capital Management, LLC1,873$312.0K0.19%00.0%Unchanged
Bokf, NA1,885$314.0K0.01%+1,885New
Capula Management Ltd1,889$315.0K0.02%+562+42.4%Added
Braun-Bostich & Associates Inc.1,908$318.0K0.60%−13−0.7%Reduced
Polar Asset Management Partners Inc.1,917$319.0K0.00%+1,917New
Ergoteles LLC1,939$323.0K0.01%−3,851−66.5%Reduced
Albion Financial Group1,974$329.0K0.03%00.0%Unchanged
Ieq Capital, LLC1,974$329.0K0.01%+582+41.8%Added
Lido Advisors, LLC1,997$332.0K0.01%+16+0.8%Added
Pensionfund DSM Netherlands2,000$333.0K0.04%+2,000New
IndexIQ Advisors LLC2,002$334.0K0.01%+102+5.4%Added
Snowden Capital Advisors LLC2,009$334.8K0.02%−49−2.4%Reduced
Veriti Management LLC2,021$337.0K0.05%+2,021New
Banque Cantonale Vaudoise2,031$338.0K0.01%00.0%Unchanged
LifePro Asset Management2,040$340.0K0.10%00.0%Unchanged
Evercore Wealth Management, LLC2,048$341.0K0.01%−9−0.4%Reduced
Texas Capital Bank Wealth Management Services Inc2,050$342.0K0.04%−80−3.8%Reduced
Avantax Advisory Services, Inc.2,069$343.0K0.01%+484+30.5%Added
MAI Capital Management2,062$344.0K0.01%−10.0%Reduced
Accurate Wealth Management, LLC1,974$345.0K0.30%+301+18.0%Added
Alps Advisors Inc2,142$357.0K0.00%−155−6.7%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital2,169$361.0K0.00%+1,291+147.0%Added
Ifrah Financial Services, Inc.2,186$364.0K0.10%+20+0.9%Added
Aberdeen Wealth Management LLC2,194$366.0K0.35%00.0%Unchanged
Occudo Quantitative Strategies LP2,221$370.0K0.04%−5,260−70.3%Reduced
Psagot Investment House Ltd.2,239$373.0K0.06%00.0%Unchanged
Kore Private Wealth LLC2,237$373.0K0.04%+101+4.7%Added
West Family Investments, Inc.2,238$373.0K0.10%+398+21.6%Added
Psagot Value Holdings Ltd. / (Israel)2,239$373.0K0.06%+2,239New
Hilton Capital Management, LLC2,243$374.0K0.04%−120−5.1%Reduced
Segment Wealth Management, LLC2,244$374.0K0.04%00.0%Unchanged
Avalon Investment & Advisory2,242$374.0K0.01%+2,242New
Americana Partners, LLC2,250$374.0K0.09%+2,250New
Chicago Trust Co NA2,255$375.0K0.08%00.0%Unchanged
Bradley Foster & Sargent Inc2,314$386.0K0.01%+2+0.1%Added
Accretive Wealth Partners, LLC2,341$390.0K0.28%00.0%Unchanged
Busey Wealth Management2,357$393.0K0.02%+100+4.4%Added
Avestar Capital, LLC2,363$394.0K0.08%+28+1.2%Added
OPSEU Pension Plan Trust Fund2,389$395.0K0.10%−51−2.1%Reduced
Stephens Inc2,393$399.0K0.01%−2,268−48.7%Reduced
Heritage Wealth Advisors2,400$399.9K0.02%−204−7.8%Reduced
Court Place Advisors, LLC2,426$404.0K0.12%00.0%Unchanged
Wetherby Asset Management Inc2,430$405.0K0.03%−40−1.6%Reduced
Cambridge Trust Co2,431$405.0K0.02%00.0%Unchanged
FourThought Financial, LLC2,440$406.0K0.05%−974−28.5%Reduced
DF Dent & Co Inc2,456$409.0K0.00%−17−0.7%Reduced
Prestige Wealth Management Group LLC2,470$411.0K0.11%+300+13.8%Added
Krane Funds Advisors LLC2,476$413.0K0.01%+2,476New
Sigma Planning Corp2,492$415.0K0.01%+130+5.5%Added
Advisors Preferred, LLC2,506$416.0K0.06%−77−3.0%Reduced
Toews Corp2,500$417.0K0.05%+2,500New
Redpoint Investment Management Pty Ltd2,535$422.0K0.04%−655−20.5%Reduced
Bessemer Group Inc2,547$424.0K0.00%−1,042−29.0%Reduced
Jane Street Group, LLC2,544$424.0K0.00%+493+24.0%Added
Everence Capital Management Inc2,596$433.0K0.04%00.0%Unchanged
Pitcairn Co2,610$435.0K0.03%−4−0.2%Reduced
Plante Moran Financial Advisors, LLC2,620$437.0K0.10%00.0%Unchanged
World Asset Management Inc2,626$438.0K0.04%−169−6.0%Reduced
JustInvest LLC2,630$438.0K0.04%+365+16.1%Added
Vestmark Advisory Solutions, Inc.2,637$439.0K0.03%−3−0.1%Reduced
Spire Wealth Management2,647$441.0K0.01%−4,242−61.6%Reduced
Resources Management Corp2,655$442.0K0.06%00.0%Unchanged
WealthTrust Axiom LLC2,681$446.0K0.15%00.0%Unchanged
Brown Brothers Harriman & Co2,679$446.0K0.00%+145+5.7%Added
Mitchell McLeod Pugh & Williams Inc2,687$448.0K0.17%00.0%Unchanged
Central Trust Co2,697$450.0K0.02%+100+3.9%Added
Polaris Wealth Advisory Group, LLC2,707$457.0K0.03%00.0%Unchanged
Naples Global Advisors, LLC2,760$460.0K0.06%00.0%Unchanged
Quadrant Capital Group LLC2,811$468.0K0.07%+25+0.9%Added
FDx Advisors, Inc.2,810$468.0K0.01%+41+1.5%Added
Beaumont Financial Partners, LLC2,891$482.0K0.04%00.0%Unchanged
Wellington Shields Capital Management, LLC2,983$497.0K0.07%00.0%Unchanged
O'Shares Investment Advisers, LLC3,015$502.0K0.04%−881−22.6%Reduced
Argent Trust Co3,031$504.0K0.03%00.0%Unchanged
Davy Global Fund Management Ltd3,045$507.0K0.08%+749+32.6%Added
Kentucky Retirement Systems Insurance Trust Fund3,053$509.0K0.05%+31+1.0%Added