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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 6,670 | $1.11M | 0.26% | −690−9.4% | Reduced |
| Welch & Forbes LLC | 6,681 | $1.11M | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,732 | $1.12M | 0.12% | −146−2.1% | Reduced |
| Quantitative Investment Management, LLC | 6,744 | $1.12M | 0.10% | +6,744 | New |
| EFG Asset Management (Americas) Corp. | 6,782 | $1.13M | 0.20% | +345+5.4% | Added |
| Kentucky Retirement Systems | 6,831 | $1.14M | 0.05% | +69+1.0% | Added |
| Kesler, Norman & Wride, LLC | 6,895 | $1.15M | 0.27% | +74+1.1% | Added |
| Seven Eight Capital, LP | 6,900 | $1.15M | 0.11% | +2,000+40.8% | Added |
| Altium Wealth Management LLC | 6,925 | $1.15M | 0.08% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,967 | $1.16M | 0.18% | 00.0% | Unchanged |
| Sepio Capital, LP | 7,045 | $1.17M | 0.10% | −290−4.0% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $1.20M | 0.03% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 7,285 | $1.21M | 0.23% | −415−5.4% | Reduced |
| Change Path, LLC | 7,314 | $1.23M | 0.07% | +808+12.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,378 | $1.23M | 0.00% | +5,050+216.9% | Added |
| New Mexico Educational Retirement Board | 7,550 | $1.26M | 0.04% | −200−2.6% | Reduced |
| Roundview Capital LLC | 7,635 | $1.27M | 0.14% | +803+11.8% | Added |
| Dividend Assets Capital, LLC | 7,700 | $1.28M | 0.26% | +70+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,760 | $1.29M | 0.09% | +260+3.5% | Added |
| Point72 Hong Kong Ltd | 7,772 | $1.29M | 0.10% | +7,772 | New |
| Wambolt & Associates, LLC | 7,822 | $1.30M | 0.52% | +1,541+24.5% | Added |
| MUFG Securities EMEA plc | 7,892 | $1.31M | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,908 | $1.32M | 0.10% | +2,418+44.0% | Added |
| Los Angeles Capital Management LLC | 8,074 | $1.34M | 0.01% | +8,074 | New |
| Henshaw Capital LLC | 8,148 | $1.36M | 0.08% | +29+0.4% | Added |
| Boyar Asset Management Inc. | 8,163 | $1.36M | 0.90% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,223 | $1.37M | 0.00% | +160+2.0% | Added |
| Rockefeller Capital Management L.P. | 8,323 | $1.39M | 0.01% | +1,570+23.2% | Added |
| Swedbank AB | 8,484 | $1.41M | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,489 | $1.41M | 0.12% | +2,142+33.7% | Added |
| Pegasus Partners Ltd. | 8,540 | $1.42M | 0.26% | −514−5.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,550 | $1.43M | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 8,675 | $1.45M | 0.73% | +298+3.6% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.49M | 0.04% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 8,943 | $1.49M | 0.18% | +220+2.5% | Added |
| Suncoast Equity Management | 9,040 | $1.51M | 0.21% | +2,185+31.9% | Added |
| Castellan Group, LLC | 9,200 | $1.53M | 0.79% | −2,100−18.6% | Reduced |
| Assenagon Asset Management S.A. | 9,209 | $1.53M | 0.01% | +9,209 | New |
| Northwest Investment Counselors, LLC | 9,382 | $1.56M | 0.44% | −38−0.4% | Reduced |
| Ossiam | 9,478 | $1.58M | 0.04% | +215+2.3% | Added |
| Silvercrest Asset Management Group LLC | 9,533 | $1.59M | 0.01% | −1,098−10.3% | Reduced |
| Teamwork Financial Advisors, LLC | 9,559 | $1.59M | 0.32% | +1,372+16.8% | Added |
| Westpac Banking Corp | 9,644 | $1.61M | 0.02% | 00.0% | Unchanged |
| Fort, L.P. | 9,650 | $1.61M | 0.54% | −1,204−11.1% | Reduced |
| Dean Investment Associates, LLC | 9,690 | $1.61M | 0.30% | +451+4.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,759 | $1.63M | 0.04% | −41−0.4% | Reduced |
| Securian Asset Management, Inc | 9,766 | $1.63M | 0.03% | −200−2.0% | Reduced |
| ING Groep NV | 9,865 | $1.64M | 0.02% | +327+3.4% | Added |
| Kestra Advisory Services, LLC | 9,873 | $1.65M | 0.02% | +285+3.0% | Added |
| Norinchukin Bank, The | 10,007 | $1.67M | 0.02% | +408+4.3% | Added |
| Lazard Asset Management LLC | 10,227 | $1.70M | 0.00% | +5,971+140.3% | Added |
| Wall Street Access Asset Management, LLC | 10,230 | $1.70M | 0.75% | +5,730+127.3% | Added |
| Oppenheimer Asset Management Inc. | 10,410 | $1.73M | 0.02% | −1,638−13.6% | Reduced |
| Tower Research Capital LLC (TRC) | 10,485 | $1.75M | 0.04% | +9,059+635.3% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.77M | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,686 | $1.78M | 1.06% | +178+1.7% | Added |
| Atria Investments LLC | 10,713 | $1.78M | 0.03% | +412+4.0% | Added |
| Hartford Investment Management Co | 10,817 | $1.80M | 0.05% | −1,428−11.7% | Reduced |
| Mercer Global Advisors Inc | 10,865 | $1.81M | 0.01% | +835+8.3% | Added |
| Lantz Financial LLC | 11,109 | $1.85M | 0.95% | +53+0.5% | Added |
| Crossmark Global Holdings, Inc. | 11,129 | $1.85M | 0.04% | −91−0.8% | Reduced |
| Leavell Investment Management, Inc. | 11,225 | $1.88M | 0.14% | −250−2.2% | Reduced |
| Lee Financial Co | 11,384 | $1.90M | 0.39% | +11+0.1% | Added |
| Canada Pension Plan Investment Board | 11,392 | $1.90M | 0.00% | −4,000−26.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 11,439 | $1.91M | 0.50% | +685+6.4% | Added |
| American Portfolios Advisors | 11,467 | $1.91M | 0.07% | −306−2.6% | Reduced |
| Neuberger Berman Group LLC | 13,096 | $1.93M | 0.00% | −163−1.2% | Reduced |
| Occidental Asset Management, LLC | 11,582 | $1.93M | 0.50% | +576+5.2% | Added |
| AE Wealth Management LLC | 11,661 | $1.94M | 0.02% | −1,740−13.0% | Reduced |
| Van Eck Associates Corp | 11,699 | $1.95M | 0.00% | +1,005+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 11,920 | $1.99M | 0.03% | +216+1.8% | Added |
| Princeton Global Asset Management LLC | 11,922 | $1.99M | 0.61% | −440−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 11,967 | $1.99M | 0.03% | −19,636−62.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,029 | $2.00M | 0.55% | −176−1.4% | Reduced |
| Whittier Trust Co | 12,115 | $2.02M | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,128 | $2.02M | 0.01% | −495−3.9% | Reduced |
| Buckhead Capital Management LLC | 12,136 | $2.02M | 0.45% | −530−4.2% | Reduced |
| Catalyst Capital Advisors LLC | 12,591 | $2.10M | 0.11% | +2,233+21.6% | Added |
| CIBC World Markets Inc. | 12,680 | $2.11M | 0.01% | +4,801+60.9% | Added |
| Wealthfront Advisers LLC | 12,860 | $2.14M | 0.01% | +5,717+80.0% | Added |
| Stratos Wealth Partners, LTD. | 12,874 | $2.15M | 0.05% | +829+6.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.15M | 1.41% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 13,148 | $2.19M | 0.22% | −1,588−10.8% | Reduced |
| AlphaCrest Capital Management LLC | 13,261 | $2.21M | 0.11% | −4,471−25.2% | Reduced |
| Cypress Capital Management LLC | 13,705 | $2.21M | 0.29% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,324 | $2.22M | 0.12% | −677−4.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,406 | $2.23M | 0.26% | −925−6.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,761 | $2.29M | 0.12% | −43−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 14,379 | $2.40M | 0.16% | +419+3.0% | Added |
| Verition Fund Management LLC | 14,475 | $2.41M | 0.04% | +13,017+892.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,558 | $2.43M | 0.03% | +9+0.1% | Added |
| Tributary Capital Management, LLC | 14,601 | $2.43M | 0.19% | −139−0.9% | Reduced |
| SEI Investments Co | 14,173 | $2.44M | 0.01% | −1,803−11.3% | Reduced |
| Ceera Investments, LLC | 15,192 | $2.53M | 1.39% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $2.53M | 1.25% | – | – |
| Mutual of America Capital Management LLC | 15,240 | $2.54M | 0.03% | +90+0.6% | Added |
| IFM Investors Pty Ltd | 15,297 | $2.55M | 0.05% | −283−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 15,503 | $2.58M | 0.01% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 15,592 | $2.60M | 0.58% | −15−0.1% | Reduced |
| Brown Advisory Securities, LLC | 15,612 | $2.60M | 0.77% | +10.0% | Added |