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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
Creative Planning15,955$2.66M0.00%+388+2.5%Added
Bridges Investment Management Inc16,400$2.73M0.09%00.0%Unchanged
Prudential PLC16,592$2.77M0.04%+11,649+235.7%Added
M&T Bank Corp16,616$2.77M0.01%−2,382−12.5%Reduced
Fiera Capital Corp16,735$2.79M0.01%−2,025−10.8%Reduced
Achmea Investment Management B.V.16,855$2.81M0.09%−6,557−28.0%Reduced
Millennium Management LLC17,027$2.84M0.00%+695+4.3%Added
PFG Advisors17,630$2.94M0.33%−475−2.6%Reduced
Aureus Asset Management, LLC17,684$2.95M0.19%+4,081+30.0%Added
Gotham Asset Management, LLC17,773$2.96M0.12%−9,772−35.5%Reduced
MD Financial Management Inc.17,791$2.96M0.08%+467+2.7%Added
Mackay Shields LLC17,841$2.97M0.03%−514−2.8%Reduced
Advisory Services Network, LLC17,931$2.99M0.10%+439+2.5%Added
Texas Permanent School Fund17,948$2.99M0.04%−1,344−7.0%Reduced
Long Road Investment Counsel, LLC17,950$2.99M1.32%00.0%Unchanged
Two Sigma Investments, LP18,053$3.01M0.01%+18,053New
Xponance, Inc.18,186$3.03M0.06%−496−2.7%Reduced
Cidel Asset Management Inc18,247$3.04M0.12%+160+0.9%Added
Panagora Asset Management Inc18,404$3.07M0.02%+756+4.3%Added
Daiwa Securities Group Inc.18,429$3.07M0.02%−324−1.7%Reduced
Metropolitan Life Insurance Co18,476$3.08M0.04%−608−3.2%Reduced
Teacher Retirement System of Texas18,528$3.09M0.02%−27,195−59.5%Reduced
Garrison Asset Management, LLC18,695$3.12M1.89%+42+0.2%Added
First Republic Investment Management, Inc.19,585$3.26M0.01%−18−0.1%Reduced
Public Sector Pension Investment Board19,610$3.27M0.02%+1,410+7.7%Added
State of Tennessee, Treasury Department19,621$3.27M0.01%−148,225−88.3%Reduced
Three Peaks Capital Management, LLC19,825$3.30M1.10%−558−2.7%Reduced
Pacer Advisors, Inc.19,924$3.32M0.04%+7,053+54.8%Added
Brown Capital Management LLC20,187$3.36M0.03%−1,970−8.9%Reduced
HighTower Trust Services, LTA20,323$3.39M0.42%+55+0.3%Added
First Hawaiian Bank20,435$3.40M0.14%+3,500+20.7%Added
Burney Co20,717$3.45M0.16%+64+0.3%Added
Janney Montgomery Scott LLC20,799$3.47M0.01%−446−2.1%Reduced
Skandinaviska Enskilda Banken AB (publ)20,880$3.48M0.02%−366−1.7%Reduced
Utah Retirement Systems20,891$3.48M0.05%−1,100−5.0%Reduced
Great Lakes Advisors, LLC20,933$3.49M0.05%+789+3.9%Added
KBC Group NV20,940$3.49M0.01%−502−2.3%Reduced
Vestcor Inc21,151$3.52M0.13%−551−2.5%Reduced
Private Advisor Group, LLC21,509$3.58M0.02%+8,948+71.2%Added
Comerica Bank19,559$3.60M0.02%−5,200−21.0%Reduced
Capital Fund Management S.A.21,780$3.63M0.10%+10,373+90.9%Added
Bank of Nova Scotia22,211$3.70M0.01%+1,545+7.5%Added
Fruth Investment Management22,232$3.70M1.14%−100−0.4%Reduced
TownSquare Capital, LLC22,342$3.72M0.11%−576−2.5%Reduced
Griffin Asset Management, Inc.22,411$3.73M0.48%+75+0.3%Added
American Money Management, LLC22,969$3.83M1.08%−291−1.3%Reduced
Commonwealth Equity Services, LLC23,005$3.83M0.01%−635−2.7%Reduced
Holocene Advisors, LP23,131$3.85M0.02%+5,325+29.9%Added
Appleton Partners Inc23,162$3.86M0.32%+3,486+17.7%Added
Oregon Public Employees Retirement Fund23,191$3.87M0.04%−800−3.3%Reduced
DnB Asset Management AS23,274$3.88M0.03%+1,603+7.4%Added
Gulf International Bank (UK) Ltd23,362$3.89M0.05%−285−1.2%Reduced
Cynosure Management, LLC23,426$3.90M3.01%−126−0.5%Reduced
Alberta Investment Management Corp23,500$3.92M0.03%+2,000+9.3%Added
Security National Bank23,519$3.92M0.98%−296−1.2%Reduced
Ci Investments Inc.23,947$3.99M0.01%−29−0.1%Reduced
Nomura Asset Management Co Ltd24,001$4.00M0.02%+768+3.3%Added
Guggenheim Capital LLC24,628$4.10M0.02%+4,280+21.0%Added
Parsons Capital Management Inc24,734$4.12M0.32%−1,054−4.1%Reduced
Brinker Capital Investments, LLC25,497$4.12M0.07%00.0%Unchanged
Intrust Bank NA24,873$4.14M0.55%−104−0.4%Reduced
USS Investment Management Ltd25,574$4.26M0.04%+17,426+213.9%Added
MetLife Investment Management26,236$4.37M0.04%−687−2.6%Reduced
Institutional & Family Asset Management, LLC26,584$4.43M0.71%−823−3.0%Reduced
Amalgamated Bank26,940$4.49M0.04%−1,096−3.9%Reduced
Goelzer Investment Management, Inc.26,978$4.50M0.39%−2,129−7.3%Reduced
Handelsbanken Fonder AB26,987$4.50M0.02%−2,774−9.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)27,139$4.52M0.02%−750−2.7%Reduced
AMP Capital Investors Ltd27,564$4.59M0.03%−22,008−44.4%Reduced
Berger Financial Group, Inc27,582$4.60M0.83%−56−0.2%Reduced
Susquehanna International Group, LLP27,648$4.61M0.01%−14,503−34.4%Reduced
SRN Advisors, LLC27,976$4.66M2.16%−2,276−7.5%Reduced
Railway Pension Investments Ltd28,112$4.68M0.04%00.0%Unchanged
Ensign Peak Advisors, Inc28,371$4.73M0.01%−20,169−41.6%Reduced
M&G Investment Management Ltd28,378$4.74M0.02%+1,186+4.4%Added
GHP Investment Advisors, Inc.29,075$4.84M0.38%+1,969+7.3%Added
Northstar Group, Inc.29,107$4.85M1.26%+1,091+3.9%Added
State of Michigan Retirement System29,139$4.86M0.03%−181,000−86.1%Reduced
Brown Advisory Inc29,157$4.86M0.01%−478−1.6%Reduced
Progressive Investment Management Corp29,186$4.86M1.44%+170+0.6%Added
SG Americas Securities, LLC29,522$4.92M0.03%+1,900+6.9%Added
Fifth Third Bancorp29,996$5.00M0.02%−56−0.2%Reduced
Cullen/Frost Bankers, Inc.30,225$5.04M0.10%−633−2.1%Reduced
DekaBank Deutsche Girozentrale31,425$5.32M0.01%−974−3.0%Reduced
Greenleaf Trust32,258$5.38M0.07%−634−1.9%Reduced
Arizona State Retirement System32,589$5.43M0.04%−141−0.4%Reduced
Shell Asset Management Co32,618$5.43M0.12%−40,601−55.5%Reduced
Amica Mutual Insurance Co33,174$5.53M0.58%00.0%Unchanged
Captrust Financial Advisors33,069$5.53M0.05%−50−0.2%Reduced
Buffington Mohr McNeal33,574$5.59M1.07%+1,091+3.4%Added
HighTower Advisors, LLC34,180$5.69M0.02%+262+0.8%Added
Federation des caisses Desjardins du Quebec34,528$5.75M0.06%+2,581+8.1%Added
Covington Investment Advisors Inc.34,782$5.80M1.25%−193−0.6%Reduced
O'Brien Greene & Co. Inc34,972$5.83M2.13%+674+2.0%Added
Allianz Asset Management GmbH35,251$5.87M0.00%−847−2.3%Reduced
Aviva PLC35,385$5.90M0.03%−2,056−5.5%Reduced
Korea Investment CORP35,400$5.90M0.02%−13,900−28.2%Reduced
Marks Group Wealth Management, Inc35,746$5.92M0.80%−355−1.0%Reduced
American International Group, Inc.35,930$5.99M0.03%−684−1.9%Reduced
US Bancorp37,200$6.20M0.01%−831−2.2%Reduced