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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 160,828 | $26.8M | 0.16% | +160,782+349,526.1% | Added |
| Motley Fool Wealth Management, LLC | 163,436 | $27.2M | 1.18% | −1,725−1.0% | Reduced |
| Citigroup Inc | 164,608 | $27.4M | 0.03% | −1,552−0.9% | Reduced |
| Congress Asset Management Co | 165,359 | $27.6M | 0.22% | +18,568+12.6% | Added |
| Storebrand Asset Management AS | 166,186 | $27.7M | 0.14% | −2,435−1.4% | Reduced |
| Copeland Capital Management, LLC | 166,220 | $27.7M | 0.79% | +23,209+16.2% | Added |
| Geneva Capital Management LLC | 175,668 | $29.3M | 0.50% | −9,883−5.3% | Reduced |
| Credit Suisse AG | 178,914 | $29.8M | 0.02% | −12,895−6.7% | Reduced |
| Boston Trust Walden Corp | 181,331 | $30.2M | 0.27% | −2,228−1.2% | Reduced |
| NN Investment Partners Holdings N.V. | 181,686 | $30.3M | 0.17% | −4,623−2.5% | Reduced |
| New York State Common Retirement Fund | 183,840 | $30.6M | 0.03% | −967−0.5% | Reduced |
| Envestnet Asset Management Inc | 185,516 | $30.9M | 0.02% | −36,805−16.6% | Reduced |
| National Pension Service | 193,705 | $32.3M | 0.06% | −668−0.3% | Reduced |
| Boston Private Wealth LLC | 195,135 | $32.5M | 0.42% | −1,551−0.8% | Reduced |
| UBS Group AG | 199,059 | $33.2M | 0.01% | −21,658−9.8% | Reduced |
| LPL Financial LLC | 202,588 | $33.8M | 0.03% | +5,551+2.8% | Added |
| California State Teachers Retirement System | 203,778 | $34.0M | 0.04% | −4,846−2.3% | Reduced |
| Loomis Sayles & Co L P | 203,907 | $34.0M | 0.04% | +5,678+2.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 204,339 | $34.1M | 0.13% | +4,532+2.3% | Added |
| PGGM Investments | 206,143 | $34.4M | 0.18% | 00.0% | Unchanged |
| Ensemble Capital Management, LLC | 214,541 | $35.8M | 2.91% | −21,232−9.0% | Reduced |
| Ameriprise Financial Inc | 217,083 | $36.2M | 0.01% | −58,503−21.2% | Reduced |
| HM Payson & Co | 228,340 | $38.1M | 0.93% | +8,232+3.7% | Added |
| Rhumbline Advisers | 232,688 | $38.8M | 0.05% | +28,846+14.2% | Added |
| Raymond James & Associates | 249,009 | $41.5M | 0.04% | +1,088+0.4% | Added |
| 1832 Asset Management L.P. | 245,519 | $41.6M | 0.08% | −5,773−2.3% | Reduced |
| Mackenzie Financial Corp | 257,671 | $42.9M | 0.06% | +41,925+19.4% | Added |
| Commerce Bank | 259,778 | $43.3M | 0.31% | −1,745−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 260,381 | $43.4M | 0.43% | +21,240+8.9% | Added |
| Alta Capital Management LLC | 278,994 | $46.5M | 2.62% | −267,964−49.0% | Reduced |
| Goldman Sachs Group Inc | 279,927 | $46.6M | 0.01% | −48,032−14.6% | Reduced |
| Eaton Vance Management | 295,843 | $48.9M | 0.07% | +77,780+35.7% | Added |
| GW&K Investment Management, LLC | 302,942 | $50.5M | 0.45% | +1,914+0.6% | Added |
| Deutsche Bank AG | 307,775 | $51.3M | 0.02% | −41,750−11.9% | Reduced |
| London Co of Virginia | 309,545 | $51.6M | 0.28% | −5,230−1.7% | Reduced |
| Royal Bank of Canada | 318,567 | $53.1M | 0.01% | +104,273+48.7% | Added |
| Douglas Lane & Associates, LLC | 320,087 | $53.3M | 0.76% | +575+0.2% | Added |
| Renaissance Technologies LLC | 322,400 | $53.7M | 0.07% | +136,300+73.2% | Added |
| CIBC Private Wealth Group, LLC | 326,556 | $54.4M | 0.13% | +3,679+1.1% | Added |
| King Luther Capital Management Corp | 333,460 | $55.6M | 0.27% | +6,266+1.9% | Added |
| JPMorgan Chase & Co | 347,446 | $57.9M | 0.01% | −24,433−6.6% | Reduced |
| Nissay Asset Management Corp | 374,055 | $62.3M | 0.53% | +250,932+203.8% | Added |
| Nuveen Asset Management, LLC | 382,471 | $63.7M | 0.02% | −112,172−22.7% | Reduced |
| Boston Financial Mangement LLC | 390,949 | $65.1M | 2.65% | −5,517−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 408,442 | $68.1M | 0.04% | −19,493−4.6% | Reduced |
| Fenimore Asset Management Inc | 425,603 | $70.9M | 1.74% | +5,543+1.3% | Added |
| Rathbone Brothers plc | 435,100 | $72.5M | 0.78% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 448,750 | $74.8M | 3.08% | −13,000−2.8% | Reduced |
| Parametric Portfolio Associates LLC | 452,604 | $75.4M | 0.04% | +20,709+4.8% | Added |
| Swiss National Bank | 459,382 | $76.6M | 0.05% | −13,000−2.8% | Reduced |
| First Trust Advisors LP | 464,565 | $77.4M | 0.08% | +3,053+0.7% | Added |
| Ninety One UK Ltd | 527,561 | $87.9M | 0.22% | +27,388+5.5% | Added |
| Charles Schwab Investment Management Inc | 531,253 | $88.5M | 0.03% | +7,736+1.5% | Added |
| Bristol Gate Capital Partners Inc. | 536,325 | $89.4M | 4.59% | +13,978+2.7% | Added |
| Anchor Capital Advisors LLC | 538,848 | $89.8M | 1.86% | −11,398−2.1% | Reduced |
| Amundi | 539,768 | $89.9M | 0.06% | +321,863+147.7% | Added |
| Alliancebernstein L.P. | 586,898 | $97.8M | 0.04% | +1,993+0.3% | Added |
| Baird Financial Group, Inc. | 587,870 | $98.0M | 0.25% | +2,580+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 590,375 | $98.4M | 0.24% | +34,989+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 590,794 | $98.5M | 0.22% | −7,397−1.2% | Reduced |
| UBS Asset Management Americas Inc | 626,971 | $104.5M | 0.04% | +4,264+0.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 671,851 | $112.0M | 3.79% | +18,574+2.8% | Added |
| Fayez Sarofim & Co | 741,159 | $123.5M | 0.41% | −19,431−2.6% | Reduced |
| Bank of America Corp | 742,172 | $123.7M | 0.01% | −22,830−3.0% | Reduced |
| Confluence Investment Management LLC | 801,041 | $133.5M | 1.87% | −8,485−1.0% | Reduced |
| Dimensional Fund Advisors LP | 811,996 | $135.3M | 0.04% | +9,151+1.1% | Added |
| Bahl & Gaynor Inc | 829,994 | $138.3M | 0.85% | −1,707−0.2% | Reduced |
| Parnassus Investments | 878,338 | $146.4M | 0.31% | 00.0% | Unchanged |
| Franklin Resources Inc | 893,358 | $148.9M | 0.06% | +23,175+2.7% | Added |
| California Public Employees Retirement System | 897,183 | $149.5M | 0.11% | +8,007+0.9% | Added |
| Norges Bank | 1,069,709 | $178.3M | 0.04% | +263,800+32.7% | Added |
| Legal & General Group Plc | 1,077,512 | $179.6M | 0.06% | +74,480+7.4% | Added |
| Bank of New York Mellon Corp | 1,100,833 | $183.4M | 0.04% | −29,923−2.6% | Reduced |
| Morgan Stanley | 1,118,338 | $186.4M | 0.03% | +490,211+78.0% | Added |
| Macquarie Group Ltd | 1,171,302 | $195.2M | 0.17% | −29,529−2.5% | Reduced |
| Barclays PLC | 1,235,423 | $205.9M | 0.15% | −4,809−0.4% | Reduced |
| Invesco Ltd. | 1,250,321 | $208.4M | 0.05% | −60,541−4.6% | Reduced |
| Atlanta Capital Management Co L L C | 1,260,868 | $210.1M | 0.75% | −3,973−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,268,126 | $211.3M | 0.45% | +774,130+156.7% | Added |
| Northern Trust Corp | 1,314,631 | $219.1M | 0.04% | +19,980+1.5% | Added |
| Wells Fargo & Company | 1,578,163 | $263.0M | 0.06% | +5,393+0.3% | Added |
| Jensen Investment Management Inc | 1,755,253 | $292.5M | 2.32% | −192,417−9.9% | Reduced |
| Geode Capital Management, LLC | 2,160,725 | $359.2M | 0.05% | +91,573+4.4% | Added |
| APG Asset Management N.V. | 4,031,453 | $579.7M | 1.03% | −5,400−0.1% | Reduced |
| Baillie Gifford & Co | 4,082,706 | $680.3M | 0.36% | −33,628−0.8% | Reduced |
| Price T Rowe Associates Inc | 4,415,773 | $735.8M | 0.07% | −395,850−8.2% | Reduced |
| State Street Corp | 4,889,737 | $817.9M | 0.04% | +43,402+0.9% | Added |
| Janus Henderson Group PLC | 5,645,283 | $940.7M | 0.41% | −432,799−7.1% | Reduced |
| BlackRock Inc. | 9,283,177 | $1.55B | 0.04% | +86,967+0.9% | Added |
| Vanguard Group Inc | 13,474,973 | $2.25B | 0.06% | +128,859+1.0% | Added |
| Sofos Investments, Inc. | 27 | – | – | −60−69.0% | Reduced |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −10,699−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −156,267−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,833−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,017−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,776−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −18,656−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,878−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,455−100.0% | Sold out |
| Legacy Capital Partners, Inc. | 0 | $0 | 0.00% | −12,145−100.0% | Sold out |