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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 37,418 | $6.24M | 0.11% | −8,500−18.5% | Reduced |
| Mattern Capital Management, LLC | 37,483 | $6.25M | 1.23% | +776+2.1% | Added |
| Royal London Asset Management Ltd | 37,685 | $6.28M | 0.03% | −4,023−9.6% | Reduced |
| Bell Asset Management Ltd | 38,154 | $6.36M | 1.08% | +4,893+14.7% | Added |
| Squarepoint Ops LLC | 39,104 | $6.52M | 0.05% | +32,693+510.0% | Added |
| Retirement Systems of Alabama | 39,893 | $6.65M | 0.02% | −2,586−6.1% | Reduced |
| Hantz Financial Services, Inc. | 40,535 | $6.75M | 0.22% | +1,474+3.8% | Added |
| Ledyard National Bank | 40,768 | $6.79M | 0.70% | −1,016−2.4% | Reduced |
| Santa Monica Partners LP | 40,793 | $6.80M | 4.40% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 40,868 | $6.84M | 1.82% | −311−0.8% | Reduced |
| State of Alaska, Department of Revenue | 41,537 | $6.92M | 0.07% | −9,815−19.1% | Reduced |
| Value Partners Investments Inc. | 41,925 | $6.95M | 0.59% | −2,774−6.2% | Reduced |
| Natixis | 41,951 | $6.99M | 0.02% | +9,733+30.2% | Added |
| McCollum Christoferson Group LLC | 42,624 | $7.10M | 1.69% | +601+1.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 42,717 | $7.12M | 0.07% | +3,000+7.6% | Added |
| Middleton & Co Inc | 43,049 | $7.17M | 0.77% | −12,831−23.0% | Reduced |
| Treasurer of the State of North Carolina | 43,355 | $7.22M | 0.04% | +1,399+3.3% | Added |
| Seeyond | 43,528 | $7.25M | 0.70% | +999+2.3% | Added |
| Aptus Capital Advisors, LLC | 43,512 | $7.26M | 0.29% | +5,776+15.3% | Added |
| ProShare Advisors LLC | 43,721 | $7.29M | 0.02% | +798+1.9% | Added |
| Independent Advisor Alliance | 44,177 | $7.36M | 0.41% | +50+0.1% | Added |
| Blair William & Co | 44,630 | $7.44M | 0.03% | +886+2.0% | Added |
| Alley Co LLC | 44,919 | $7.49M | 1.34% | +740+1.7% | Added |
| Thrivent Financial for Lutherans | 45,687 | $7.61M | 0.02% | −86−0.2% | Reduced |
| Standard Life Aberdeen plc | 45,321 | $7.63M | 0.02% | −2,529−5.3% | Reduced |
| CIBC Asset Management Inc | 45,823 | $7.64M | 0.03% | +323+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 46,216 | $7.70M | 0.12% | +4,221+10.1% | Added |
| Palmer Knight Co | 46,421 | $7.74M | 4.03% | +1,563+3.5% | Added |
| 1623 Capital LLC | 47,000 | $7.83M | 3.30% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 47,265 | $7.88M | 0.05% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 47,484 | $7.91M | 1.47% | 00.0% | Unchanged |
| Pictet Asset Management SA | 47,702 | $7.95M | 0.01% | +47,702 | New |
| Logan Capital Management Inc | 48,445 | $8.07M | 0.38% | −8,936−15.6% | Reduced |
| Stifel Financial Corp | 50,731 | $8.45M | 0.01% | +531+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,187 | $8.53M | 0.04% | +3,184+6.6% | Added |
| AQR Capital Management LLC | 52,608 | $8.77M | 0.02% | −17,533−25.0% | Reduced |
| BNP Paribas Arbitrage, SA | 52,951 | $8.82M | 0.02% | −31,141−37.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 53,136 | $8.86M | 0.11% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 53,530 | $8.92M | 0.38% | +50,855+1,901.1% | Added |
| Advisor Group Holdings, Inc. | 53,963 | $9.00M | 0.02% | −42−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,249 | $9.04M | 0.02% | +4,910+10.0% | Added |
| Motley Fool Asset Management LLC | 55,000 | $9.16M | 0.60% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 56,087 | $9.35M | 1.17% | +66+0.1% | Added |
| Core Alternative Capital | 56,703 | $9.45M | 2.01% | +5,888+11.6% | Added |
| Vision Capital Management, Inc. | 56,965 | $9.49M | 1.55% | +432+0.8% | Added |
| Andra AP-fonden | 57,000 | $9.50M | 0.20% | −4,900−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 59,855 | $9.97M | 0.01% | +37+0.1% | Added |
| FMR LLC | 59,950 | $9.99M | 0.00% | +3,902+7.0% | Added |
| Forsta Ap-Fonden | 61,000 | $10.2M | 0.12% | +55,300+970.2% | Added |
| Balyasny Asset Management LLC | 61,726 | $10.3M | 0.05% | −228,905−78.8% | Reduced |
| State of New Jersey Common Pension Fund D | 62,570 | $10.4M | 0.03% | −1,148−1.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 62,851 | $10.5M | 0.90% | +22,582+56.1% | Added |
| Voya Investment Management LLC | 63,845 | $10.6M | 0.02% | −3,022−4.5% | Reduced |
| McRae Capital Management Inc | 64,934 | $10.8M | 2.38% | −397−0.6% | Reduced |
| Colony Group LLC | 65,223 | $10.9M | 0.21% | +363+0.6% | Added |
| Schroder Investment Management Group | 65,727 | $11.0M | 0.02% | −275,932−80.8% | Reduced |
| Nordea Investment Management AB | 64,602 | $11.0M | 0.01% | −2,683−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 65,969 | $11.0M | 0.04% | −933−1.4% | Reduced |
| Asset Management One Co.,Ltd. | 67,119 | $11.2M | 0.04% | −2,288−3.3% | Reduced |
| Manning & Napier Group, LLC | 69,018 | $11.5M | 0.10% | −861−1.2% | Reduced |
| Washington Trust Co | 69,470 | $11.6M | 0.33% | −157−0.2% | Reduced |
| Natixis Advisors, L.P. | 70,018 | $11.7M | 0.05% | −4,494−6.0% | Reduced |
| Pinebridge Investments, L.P. | 71,510 | $11.9M | 0.14% | −33,940−32.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 71,589 | $11.9M | 0.04% | −2,649−3.6% | Reduced |
| British Columbia Investment Management Corp | 73,067 | $12.2M | 0.07% | −30.0% | Reduced |
| Vigilant Capital Management, LLC | 75,086 | $12.5M | 1.00% | +687+0.9% | Added |
| NFJ Investment Group, LLC | 75,882 | $12.6M | 0.25% | −861−1.1% | Reduced |
| Rafferty Asset Management, LLC | 76,664 | $12.8M | 0.09% | −6,928−8.3% | Reduced |
| Victory Capital Management Inc | 77,329 | $12.9M | 0.01% | −2,074−2.6% | Reduced |
| Southernsun Asset Management, LLC | 79,535 | $13.3M | 1.40% | +290.0% | Added |
| First National Bank of Omaha | 79,852 | $13.3M | 0.68% | −6,268−7.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 85,730 | $14.3M | 0.09% | +900+1.1% | Added |
| Advisors Asset Management, Inc. | 88,614 | $14.8M | 0.22% | +623+0.7% | Added |
| State of Wisconsin Investment Board | 91,471 | $15.2M | 0.03% | +1,098+1.2% | Added |
| Kelly Lawrence W & Associates Inc | 96,908 | $16.1M | 3.41% | +200.0% | Added |
| Man Group plc | 98,421 | $16.4M | 0.06% | −35,089−26.3% | Reduced |
| Wendell David Associates Inc | 100,349 | $16.7M | 1.86% | +6,605+7.0% | Added |
| Prudential Financial Inc | 103,566 | $17.3M | 0.02% | −29,205−22.0% | Reduced |
| Bath Savings Trust Co | 104,732 | $17.5M | 2.02% | +4,304+4.3% | Added |
| Manufacturers Life Insurance Company, The | 105,751 | $17.6M | 0.01% | −6,285−5.6% | Reduced |
| Connectus Wealth, LLC | 106,755 | $17.8M | 1.99% | −140−0.1% | Reduced |
| Diamond Hill Capital Management Inc | 109,455 | $18.2M | 0.07% | −369−0.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 116,100 | $19.3M | 0.04% | −1,800−1.5% | Reduced |
| TD Asset Management Inc | 116,623 | $19.4M | 0.02% | −14,177−10.8% | Reduced |
| Nicholas Company, Inc. | 118,565 | $19.8M | 0.35% | −100.0% | Reduced |
| AXA S.A. | 125,153 | $20.9M | 0.06% | −16,373−11.6% | Reduced |
| New York State Teachers Retirement System | 126,168 | $21.0M | 0.04% | −6,122−4.6% | Reduced |
| FIL Ltd | 126,563 | $21.1M | 0.02% | −76,745−37.7% | Reduced |
| Truist Financial Corp | 129,359 | $21.6M | 0.04% | −96,829−42.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 130,599 | $21.8M | 0.32% | +9,200+7.6% | Added |
| Veritas Investment Management (UK) Ltd | 132,035 | $22.0M | 3.61% | +75+0.1% | Added |
| Toronto Dominion Bank | 135,012 | $22.5M | 0.04% | −25,415−15.8% | Reduced |
| Dearborn Partners LLC | 144,269 | $24.0M | 0.98% | +225+0.2% | Added |
| Great West Life Assurance Co | 144,600 | $24.3M | 0.06% | +15,189+11.7% | Added |
| Russell Investments Group, Ltd. | 148,958 | $24.9M | 0.04% | +32,922+28.4% | Added |
| State Board of Administration of Florida Retirement System | 151,374 | $25.2M | 0.05% | −899−0.6% | Reduced |
| HSBC Holdings PLC | 151,388 | $25.3M | 0.03% | −8,021−5.0% | Reduced |
| Bank of Montreal | 151,150 | $25.6M | 0.01% | +7,840+5.5% | Added |
| Principal Financial Group Inc | 155,995 | $26.0M | 0.02% | −149−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 156,721 | $26.1M | 0.06% | +2,834+1.8% | Added |