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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. Holding AG | 130,599 | $21.8M | 0.32% | +9,200+7.6% | Added |
| Truist Financial Corp | 129,359 | $21.6M | 0.04% | −96,829−42.8% | Reduced |
| FIL Ltd | 126,563 | $21.1M | 0.02% | −76,745−37.7% | Reduced |
| New York State Teachers Retirement System | 126,168 | $21.0M | 0.04% | −6,122−4.6% | Reduced |
| AXA S.A. | 125,153 | $20.9M | 0.06% | −16,373−11.6% | Reduced |
| Nicholas Company, Inc. | 118,565 | $19.8M | 0.35% | −100.0% | Reduced |
| TD Asset Management Inc | 116,623 | $19.4M | 0.02% | −14,177−10.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 116,100 | $19.3M | 0.04% | −1,800−1.5% | Reduced |
| Diamond Hill Capital Management Inc | 109,455 | $18.2M | 0.07% | −369−0.3% | Reduced |
| Connectus Wealth, LLC | 106,755 | $17.8M | 1.99% | −140−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 105,751 | $17.6M | 0.01% | −6,285−5.6% | Reduced |
| Bath Savings Trust Co | 104,732 | $17.5M | 2.02% | +4,304+4.3% | Added |
| Prudential Financial Inc | 103,566 | $17.3M | 0.02% | −29,205−22.0% | Reduced |
| Wendell David Associates Inc | 100,349 | $16.7M | 1.86% | +6,605+7.0% | Added |
| Man Group plc | 98,421 | $16.4M | 0.06% | −35,089−26.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 96,908 | $16.1M | 3.41% | +200.0% | Added |
| State of Wisconsin Investment Board | 91,471 | $15.2M | 0.03% | +1,098+1.2% | Added |
| Advisors Asset Management, Inc. | 88,614 | $14.8M | 0.22% | +623+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 85,730 | $14.3M | 0.09% | +900+1.1% | Added |
| First National Bank of Omaha | 79,852 | $13.3M | 0.68% | −6,268−7.3% | Reduced |
| Southernsun Asset Management, LLC | 79,535 | $13.3M | 1.40% | +290.0% | Added |
| Victory Capital Management Inc | 77,329 | $12.9M | 0.01% | −2,074−2.6% | Reduced |
| Rafferty Asset Management, LLC | 76,664 | $12.8M | 0.09% | −6,928−8.3% | Reduced |
| NFJ Investment Group, LLC | 75,882 | $12.6M | 0.25% | −861−1.1% | Reduced |
| Vigilant Capital Management, LLC | 75,086 | $12.5M | 1.00% | +687+0.9% | Added |
| British Columbia Investment Management Corp | 73,067 | $12.2M | 0.07% | −30.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 71,589 | $11.9M | 0.04% | −2,649−3.6% | Reduced |
| Pinebridge Investments, L.P. | 71,510 | $11.9M | 0.14% | −33,940−32.2% | Reduced |
| Natixis Advisors, L.P. | 70,018 | $11.7M | 0.05% | −4,494−6.0% | Reduced |
| Washington Trust Co | 69,470 | $11.6M | 0.33% | −157−0.2% | Reduced |
| Manning & Napier Group, LLC | 69,018 | $11.5M | 0.10% | −861−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 67,119 | $11.2M | 0.04% | −2,288−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 65,969 | $11.0M | 0.04% | −933−1.4% | Reduced |
| Nordea Investment Management AB | 64,602 | $11.0M | 0.01% | −2,683−4.0% | Reduced |
| Schroder Investment Management Group | 65,727 | $11.0M | 0.02% | −275,932−80.8% | Reduced |
| Colony Group LLC | 65,223 | $10.9M | 0.21% | +363+0.6% | Added |
| McRae Capital Management Inc | 64,934 | $10.8M | 2.38% | −397−0.6% | Reduced |
| Voya Investment Management LLC | 63,845 | $10.6M | 0.02% | −3,022−4.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 62,851 | $10.5M | 0.90% | +22,582+56.1% | Added |
| State of New Jersey Common Pension Fund D | 62,570 | $10.4M | 0.03% | −1,148−1.8% | Reduced |
| Balyasny Asset Management LLC | 61,726 | $10.3M | 0.05% | −228,905−78.8% | Reduced |
| Forsta Ap-Fonden | 61,000 | $10.2M | 0.12% | +55,300+970.2% | Added |
| FMR LLC | 59,950 | $9.99M | 0.00% | +3,902+7.0% | Added |
| The PNC Financial Services Group, Inc. | 59,855 | $9.97M | 0.01% | +37+0.1% | Added |
| Andra AP-fonden | 57,000 | $9.50M | 0.20% | −4,900−7.9% | Reduced |
| Vision Capital Management, Inc. | 56,965 | $9.49M | 1.55% | +432+0.8% | Added |
| Core Alternative Capital | 56,703 | $9.45M | 2.01% | +5,888+11.6% | Added |
| Optimal Asset Management, Inc. | 56,087 | $9.35M | 1.17% | +66+0.1% | Added |
| Motley Fool Asset Management LLC | 55,000 | $9.16M | 0.60% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 54,249 | $9.04M | 0.02% | +4,910+10.0% | Added |
| Advisor Group Holdings, Inc. | 53,963 | $9.00M | 0.02% | −42−0.1% | Reduced |
| FineMark National Bank & Trust | 53,530 | $8.92M | 0.38% | +50,855+1,901.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 53,136 | $8.86M | 0.11% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 52,951 | $8.82M | 0.02% | −31,141−37.0% | Reduced |
| AQR Capital Management LLC | 52,608 | $8.77M | 0.02% | −17,533−25.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,187 | $8.53M | 0.04% | +3,184+6.6% | Added |
| Stifel Financial Corp | 50,731 | $8.45M | 0.01% | +531+1.1% | Added |
| Logan Capital Management Inc | 48,445 | $8.07M | 0.38% | −8,936−15.6% | Reduced |
| Pictet Asset Management SA | 47,702 | $7.95M | 0.01% | +47,702 | New |
| Mandatum Life Insurance Co Ltd | 47,484 | $7.91M | 1.47% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 47,265 | $7.88M | 0.05% | 00.0% | Unchanged |
| 1623 Capital LLC | 47,000 | $7.83M | 3.30% | 00.0% | Unchanged |
| Palmer Knight Co | 46,421 | $7.74M | 4.03% | +1,563+3.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 46,216 | $7.70M | 0.12% | +4,221+10.1% | Added |
| CIBC Asset Management Inc | 45,823 | $7.64M | 0.03% | +323+0.7% | Added |
| Standard Life Aberdeen plc | 45,321 | $7.63M | 0.02% | −2,529−5.3% | Reduced |
| Thrivent Financial for Lutherans | 45,687 | $7.61M | 0.02% | −86−0.2% | Reduced |
| Alley Co LLC | 44,919 | $7.49M | 1.34% | +740+1.7% | Added |
| Blair William & Co | 44,630 | $7.44M | 0.03% | +886+2.0% | Added |
| Independent Advisor Alliance | 44,177 | $7.36M | 0.41% | +50+0.1% | Added |
| ProShare Advisors LLC | 43,721 | $7.29M | 0.02% | +798+1.9% | Added |
| Aptus Capital Advisors, LLC | 43,512 | $7.26M | 0.29% | +5,776+15.3% | Added |
| Seeyond | 43,528 | $7.25M | 0.70% | +999+2.3% | Added |
| Treasurer of the State of North Carolina | 43,355 | $7.22M | 0.04% | +1,399+3.3% | Added |
| Middleton & Co Inc | 43,049 | $7.17M | 0.77% | −12,831−23.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 42,717 | $7.12M | 0.07% | +3,000+7.6% | Added |
| McCollum Christoferson Group LLC | 42,624 | $7.10M | 1.69% | +601+1.4% | Added |
| Natixis | 41,951 | $6.99M | 0.02% | +9,733+30.2% | Added |
| Value Partners Investments Inc. | 41,925 | $6.95M | 0.59% | −2,774−6.2% | Reduced |
| State of Alaska, Department of Revenue | 41,537 | $6.92M | 0.07% | −9,815−19.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 40,868 | $6.84M | 1.82% | −311−0.8% | Reduced |
| Santa Monica Partners LP | 40,793 | $6.80M | 4.40% | 00.0% | Unchanged |
| Ledyard National Bank | 40,768 | $6.79M | 0.70% | −1,016−2.4% | Reduced |
| Hantz Financial Services, Inc. | 40,535 | $6.75M | 0.22% | +1,474+3.8% | Added |
| Retirement Systems of Alabama | 39,893 | $6.65M | 0.02% | −2,586−6.1% | Reduced |
| Squarepoint Ops LLC | 39,104 | $6.52M | 0.05% | +32,693+510.0% | Added |
| Bell Asset Management Ltd | 38,154 | $6.36M | 1.08% | +4,893+14.7% | Added |
| Royal London Asset Management Ltd | 37,685 | $6.28M | 0.03% | −4,023−9.6% | Reduced |
| Mattern Capital Management, LLC | 37,483 | $6.25M | 1.23% | +776+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 37,418 | $6.24M | 0.11% | −8,500−18.5% | Reduced |
| US Bancorp | 37,200 | $6.20M | 0.01% | −831−2.2% | Reduced |
| American International Group, Inc. | 35,930 | $5.99M | 0.03% | −684−1.9% | Reduced |
| Marks Group Wealth Management, Inc | 35,746 | $5.92M | 0.80% | −355−1.0% | Reduced |
| Korea Investment CORP | 35,400 | $5.90M | 0.02% | −13,900−28.2% | Reduced |
| Aviva PLC | 35,385 | $5.90M | 0.03% | −2,056−5.5% | Reduced |
| Allianz Asset Management GmbH | 35,251 | $5.87M | 0.00% | −847−2.3% | Reduced |
| O'Brien Greene & Co. Inc | 34,972 | $5.83M | 2.13% | +674+2.0% | Added |
| Covington Investment Advisors Inc. | 34,782 | $5.80M | 1.25% | −193−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,528 | $5.75M | 0.06% | +2,581+8.1% | Added |
| HighTower Advisors, LLC | 34,180 | $5.69M | 0.02% | +262+0.8% | Added |