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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,067 | $511.0K | 0.11% | +63+2.1% | Added |
| Financial Architects, Inc | 3,217 | $536.0K | 0.08% | 00.0% | Unchanged |
| IBM Retirement Fund | 3,221 | $537.0K | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,256 | $542.0K | 0.00% | −1,497−31.5% | Reduced |
| Bridgewater Advisors Inc. | 3,251 | $542.0K | 0.15% | 00.0% | Unchanged |
| Veritable, L.P. | 3,264 | $544.0K | 0.01% | +50+1.6% | Added |
| Signet Financial Management, LLC | 3,297 | $549.0K | 0.09% | −129−3.8% | Reduced |
| D.B. Root & Company, LLC | 3,303 | $550.0K | 0.21% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,317 | $553.0K | 0.03% | +950+40.1% | Added |
| Illinois Municipal Retirement Fund | 3,356 | $559.0K | 0.02% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,387 | $564.0K | 0.03% | −85−2.4% | Reduced |
| Horizon Investments, LLC | 3,397 | $566.0K | 0.02% | +218+6.9% | Added |
| TrinityPoint Wealth, LLC | 3,425 | $571.0K | 0.11% | +71+2.1% | Added |
| Nomura Holdings Inc | 3,468 | $576.0K | 0.00% | +856+32.8% | Added |
| TD Private Client Wealth LLC | 3,523 | $587.1K | 0.03% | −155−4.2% | Reduced |
| Platform Technology Partners | 3,540 | $590.0K | 0.27% | −8,159−69.7% | Reduced |
| Stokes Capital Advisors, LLC | 3,545 | $591.0K | 0.19% | +228+6.9% | Added |
| AGF Investments LLC | 3,552 | $592.0K | 0.06% | −303−7.9% | Reduced |
| Gateway Advisory, LLC | 3,583 | $597.0K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 10,128 | $599.0K | 0.15% | +565+5.9% | Added |
| Wealthspire Advisors, LLC | 3,607 | $601.0K | 0.01% | +3,607 | New |
| GWM Advisors LLC | 3,621 | $603.0K | 0.01% | −337−8.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,658 | $610.0K | 0.05% | +1,500+69.5% | Added |
| Cigna Investments Inc | 3,686 | $614.0K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,702 | $617.0K | 0.02% | −112−2.9% | Reduced |
| Eukles Asset Management | 3,711 | $618.0K | 0.34% | +623+20.2% | Added |
| Cedar Mountain Advisors, LLC | 3,719 | $620.0K | 0.21% | −13−0.3% | Reduced |
| Huntington National Bank | 3,726 | $620.0K | 0.01% | +36+1.0% | Added |
| Liontrust Investment Partners LLP | 3,750 | $624.9K | 0.01% | +3,750 | New |
| Toroso Investments, LLC | 3,748 | $625.0K | 0.02% | +1,687+81.9% | Added |
| Vident Investment Advisory, LLC | 3,762 | $626.0K | 0.02% | −4,860−56.4% | Reduced |
| Amica Retiree Medical Trust | 3,779 | $630.0K | 0.57% | −1,668−30.6% | Reduced |
| First Horizon Advisors, Inc. | 3,814 | $635.0K | 0.02% | +3,195+516.2% | Added |
| HighPoint Advisor Group LLC | 3,847 | $641.0K | 0.06% | +3,847 | New |
| Simmons Bank | 3,865 | $644.0K | 0.05% | +27+0.7% | Added |
| Alphasimplex Group, LLC | 3,919 | $653.0K | 0.54% | −4,454−53.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,928 | $655.0K | 0.01% | −696−15.1% | Reduced |
| Cetera Advisor Networks LLC | 3,932 | $655.0K | 0.01% | +639+19.4% | Added |
| Gyroscope Capital Management Group, LLC | 3,949 | $658.0K | 0.25% | −201−4.8% | Reduced |
| Ashfield Capital Partners, LLC | 3,966 | $661.0K | 0.05% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $667.0K | 0.30% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,000 | $669.0K | 0.16% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 4,034 | $672.0K | 0.34% | +133+3.4% | Added |
| SeaCrest Wealth Management, LLC | 4,047 | $674.0K | 0.08% | −3−0.1% | Reduced |
| Prospera Financial Services Inc | 4,053 | $675.0K | 0.03% | −11−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,073 | $679.0K | 0.02% | +249+6.5% | Added |
| United Capital Financial Advisers, LLC | 4,091 | $682.0K | 0.00% | −113−2.7% | Reduced |
| Ropes Wealth Advisors LLC | 4,164 | $694.0K | 0.11% | +40+1.0% | Added |
| Wealthsource Partners, LLC | 4,168 | $695.0K | 0.06% | +116+2.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,178 | $696.0K | 0.32% | +4,178 | New |
| DT Investment Partners, LLC | 4,272 | $712.0K | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,295 | $716.0K | 0.08% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 4,272 | $719.0K | 0.01% | +348+8.9% | Added |
| Quantbot Technologies LP | 4,393 | $732.0K | 0.05% | +4,393 | New |
| Clarius Group, LLC | 4,428 | $738.0K | 0.07% | +27+0.6% | Added |
| Echo Street Capital Management LLC | 4,533 | $755.0K | 0.01% | −95,121−95.5% | Reduced |
| Jump Financial, LLC | 4,537 | $756.0K | 0.05% | +4,537 | New |
| Horizon Kinetics Asset Management LLC | 4,564 | $761.0K | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,650 | $775.0K | 0.01% | −2,000−30.1% | Reduced |
| Richard Bernstein Advisors LLC | 4,673 | $778.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,801 | $789.0K | 0.05% | 00.0% | Unchanged |
| Quilter Plc | 4,769 | $795.0K | 0.02% | +519+12.2% | Added |
| Sawtooth Solutions, LLC | 4,777 | $796.0K | 0.12% | +552+13.1% | Added |
| Fiduciary Trust Co | 4,892 | $815.0K | 0.01% | +1,380+39.3% | Added |
| MML Investors Services, LLC | 4,909 | $818.0K | 0.01% | −43−0.9% | Reduced |
| Johnson Investment Counsel Inc | 4,895 | $819.0K | 0.01% | −625−11.3% | Reduced |
| People's United Financial, Inc. | 4,917 | $819.0K | 0.02% | +429+9.6% | Added |
| Fiduciary Planning LLC | 4,971 | $828.0K | 0.44% | +2,128+74.9% | Added |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $833.0K | 0.80% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,200 | $866.5K | 0.03% | −800−13.3% | Reduced |
| Candriam Luxembourg S.C.A. | 5,204 | $867.0K | 0.01% | −53−1.0% | Reduced |
| Benjamin Edwards Inc | 5,248 | $874.0K | 0.53% | +145+2.8% | Added |
| Gyon Technologies Capital Management, LP | 5,265 | $877.0K | 0.24% | +5,265 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,276 | $879.0K | 0.02% | +20.0% | Added |
| Moloney Securities Asset Management, LLC | 5,309 | $885.0K | 0.16% | +677+14.6% | Added |
| Atlas Private Wealth Management | 5,338 | $889.0K | 0.54% | +517+10.7% | Added |
| Advisor Partners LLC | 5,364 | $894.0K | 0.06% | −218−3.9% | Reduced |
| Cubist Systematic Strategies, LLC | 5,374 | $896.0K | 0.01% | −3,910−42.1% | Reduced |
| Cresset Asset Management, LLC | 5,431 | $909.0K | 0.01% | +241+4.6% | Added |
| Howland Capital Management LLC | 5,500 | $917.0K | 0.05% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 5,596 | $933.0K | 0.22% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 5,655 | $942.0K | 0.03% | +5+0.1% | Added |
| Enterprise Trust & Investment Co | 5,700 | $950.0K | 0.38% | 00.0% | Unchanged |
| Guardian Capital LP | 5,745 | $957.0K | 0.02% | +90+1.6% | Added |
| STRS Ohio | 5,773 | $962.0K | 0.00% | −1,422−19.8% | Reduced |
| Cetera Investment Advisers | 5,782 | $963.0K | 0.02% | +162+2.9% | Added |
| Alethea Capital Management, LLC | 5,812 | $969.0K | 0.85% | +5,812 | New |
| Coldstream Capital Management Inc | 7,398 | $976.0K | 0.05% | −10,550−58.8% | Reduced |
| Private Trust Co NA | 5,896 | $983.0K | 0.14% | −153−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,910 | $984.0K | 0.00% | +946+19.1% | Added |
| TCTC Holdings, LLC | 5,925 | $987.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,940 | $990.0K | 0.10% | +326+5.8% | Added |
| Strategy Asset Managers LLC | 5,951 | $992.0K | 0.22% | +4,319+264.6% | Added |
| Montag & Caldwell, LLC | 6,013 | $1.00M | 0.09% | +201+3.5% | Added |
| Crawford Investment Counsel Inc | 6,065 | $1.01M | 0.02% | −70−1.1% | Reduced |
| Aigen Investment Management, LP | 6,066 | $1.01M | 0.19% | +6,066 | New |
| American Century Companies Inc | 6,290 | $1.05M | 0.00% | +739+13.3% | Added |
| Spears Abacus Advisors LLC | 6,460 | $1.08M | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,588 | $1.09M | 0.03% | −83−1.2% | Reduced |
| CIBC World Markets Corp | 6,549 | $1.09M | 0.01% | −11,360−63.4% | Reduced |