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 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 33,574 | $5.59M | 1.07% | +1,091+3.4% | Added |
| Captrust Financial Advisors | 33,069 | $5.53M | 0.05% | −50−0.2% | Reduced |
| Amica Mutual Insurance Co | 33,174 | $5.53M | 0.58% | 00.0% | Unchanged |
| Shell Asset Management Co | 32,618 | $5.43M | 0.12% | −40,601−55.5% | Reduced |
| Arizona State Retirement System | 32,589 | $5.43M | 0.04% | −141−0.4% | Reduced |
| Greenleaf Trust | 32,258 | $5.38M | 0.07% | −634−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 31,425 | $5.32M | 0.01% | −974−3.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 30,225 | $5.04M | 0.10% | −633−2.1% | Reduced |
| Fifth Third Bancorp | 29,996 | $5.00M | 0.02% | −56−0.2% | Reduced |
| SG Americas Securities, LLC | 29,522 | $4.92M | 0.03% | +1,900+6.9% | Added |
| Progressive Investment Management Corp | 29,186 | $4.86M | 1.44% | +170+0.6% | Added |
| Brown Advisory Inc | 29,157 | $4.86M | 0.01% | −478−1.6% | Reduced |
| State of Michigan Retirement System | 29,139 | $4.86M | 0.03% | −181,000−86.1% | Reduced |
| Northstar Group, Inc. | 29,107 | $4.85M | 1.26% | +1,091+3.9% | Added |
| GHP Investment Advisors, Inc. | 29,075 | $4.84M | 0.38% | +1,969+7.3% | Added |
| M&G Investment Management Ltd | 28,378 | $4.74M | 0.02% | +1,186+4.4% | Added |
| Ensign Peak Advisors, Inc | 28,371 | $4.73M | 0.01% | −20,169−41.6% | Reduced |
| Railway Pension Investments Ltd | 28,112 | $4.68M | 0.04% | 00.0% | Unchanged |
| SRN Advisors, LLC | 27,976 | $4.66M | 2.16% | −2,276−7.5% | Reduced |
| Susquehanna International Group, LLP | 27,648 | $4.61M | 0.01% | −14,503−34.4% | Reduced |
| Berger Financial Group, Inc | 27,582 | $4.60M | 0.83% | −56−0.2% | Reduced |
| AMP Capital Investors Ltd | 27,564 | $4.59M | 0.03% | −22,008−44.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,139 | $4.52M | 0.02% | −750−2.7% | Reduced |
| Handelsbanken Fonder AB | 26,987 | $4.50M | 0.02% | −2,774−9.3% | Reduced |
| Goelzer Investment Management, Inc. | 26,978 | $4.50M | 0.39% | −2,129−7.3% | Reduced |
| Amalgamated Bank | 26,940 | $4.49M | 0.04% | −1,096−3.9% | Reduced |
| Institutional & Family Asset Management, LLC | 26,584 | $4.43M | 0.71% | −823−3.0% | Reduced |
| MetLife Investment Management | 26,236 | $4.37M | 0.04% | −687−2.6% | Reduced |
| USS Investment Management Ltd | 25,574 | $4.26M | 0.04% | +17,426+213.9% | Added |
| Intrust Bank NA | 24,873 | $4.14M | 0.55% | −104−0.4% | Reduced |
| Parsons Capital Management Inc | 24,734 | $4.12M | 0.32% | −1,054−4.1% | Reduced |
| Brinker Capital Investments, LLC | 25,497 | $4.12M | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 24,628 | $4.10M | 0.02% | +4,280+21.0% | Added |
| Nomura Asset Management Co Ltd | 24,001 | $4.00M | 0.02% | +768+3.3% | Added |
| Ci Investments Inc. | 23,947 | $3.99M | 0.01% | −29−0.1% | Reduced |
| Security National Bank | 23,519 | $3.92M | 0.98% | −296−1.2% | Reduced |
| Alberta Investment Management Corp | 23,500 | $3.92M | 0.03% | +2,000+9.3% | Added |
| Cynosure Management, LLC | 23,426 | $3.90M | 3.01% | −126−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 23,362 | $3.89M | 0.05% | −285−1.2% | Reduced |
| DnB Asset Management AS | 23,274 | $3.88M | 0.03% | +1,603+7.4% | Added |
| Oregon Public Employees Retirement Fund | 23,191 | $3.87M | 0.04% | −800−3.3% | Reduced |
| Appleton Partners Inc | 23,162 | $3.86M | 0.32% | +3,486+17.7% | Added |
| Holocene Advisors, LP | 23,131 | $3.85M | 0.02% | +5,325+29.9% | Added |
| Commonwealth Equity Services, LLC | 23,005 | $3.83M | 0.01% | −635−2.7% | Reduced |
| American Money Management, LLC | 22,969 | $3.83M | 1.08% | −291−1.3% | Reduced |
| Griffin Asset Management, Inc. | 22,411 | $3.73M | 0.48% | +75+0.3% | Added |
| TownSquare Capital, LLC | 22,342 | $3.72M | 0.11% | −576−2.5% | Reduced |
| Fruth Investment Management | 22,232 | $3.70M | 1.14% | −100−0.4% | Reduced |
| Bank of Nova Scotia | 22,211 | $3.70M | 0.01% | +1,545+7.5% | Added |
| Capital Fund Management S.A. | 21,780 | $3.63M | 0.10% | +10,373+90.9% | Added |
| Comerica Bank | 19,559 | $3.60M | 0.02% | −5,200−21.0% | Reduced |
| Private Advisor Group, LLC | 21,509 | $3.58M | 0.02% | +8,948+71.2% | Added |
| Vestcor Inc | 21,151 | $3.52M | 0.13% | −551−2.5% | Reduced |
| KBC Group NV | 20,940 | $3.49M | 0.01% | −502−2.3% | Reduced |
| Great Lakes Advisors, LLC | 20,933 | $3.49M | 0.05% | +789+3.9% | Added |
| Utah Retirement Systems | 20,891 | $3.48M | 0.05% | −1,100−5.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 20,880 | $3.48M | 0.02% | −366−1.7% | Reduced |
| Janney Montgomery Scott LLC | 20,799 | $3.47M | 0.01% | −446−2.1% | Reduced |
| Burney Co | 20,717 | $3.45M | 0.16% | +64+0.3% | Added |
| First Hawaiian Bank | 20,435 | $3.40M | 0.14% | +3,500+20.7% | Added |
| HighTower Trust Services, LTA | 20,323 | $3.39M | 0.42% | +55+0.3% | Added |
| Brown Capital Management LLC | 20,187 | $3.36M | 0.03% | −1,970−8.9% | Reduced |
| Pacer Advisors, Inc. | 19,924 | $3.32M | 0.04% | +7,053+54.8% | Added |
| Three Peaks Capital Management, LLC | 19,825 | $3.30M | 1.10% | −558−2.7% | Reduced |
| State of Tennessee, Treasury Department | 19,621 | $3.27M | 0.01% | −148,225−88.3% | Reduced |
| Public Sector Pension Investment Board | 19,610 | $3.27M | 0.02% | +1,410+7.7% | Added |
| First Republic Investment Management, Inc. | 19,585 | $3.26M | 0.01% | −18−0.1% | Reduced |
| Garrison Asset Management, LLC | 18,695 | $3.12M | 1.89% | +42+0.2% | Added |
| Teacher Retirement System of Texas | 18,528 | $3.09M | 0.02% | −27,195−59.5% | Reduced |
| Metropolitan Life Insurance Co | 18,476 | $3.08M | 0.04% | −608−3.2% | Reduced |
| Daiwa Securities Group Inc. | 18,429 | $3.07M | 0.02% | −324−1.7% | Reduced |
| Panagora Asset Management Inc | 18,404 | $3.07M | 0.02% | +756+4.3% | Added |
| Cidel Asset Management Inc | 18,247 | $3.04M | 0.12% | +160+0.9% | Added |
| Xponance, Inc. | 18,186 | $3.03M | 0.06% | −496−2.7% | Reduced |
| Two Sigma Investments, LP | 18,053 | $3.01M | 0.01% | +18,053 | New |
| Texas Permanent School Fund | 17,948 | $2.99M | 0.04% | −1,344−7.0% | Reduced |
| Long Road Investment Counsel, LLC | 17,950 | $2.99M | 1.32% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,931 | $2.99M | 0.10% | +439+2.5% | Added |
| Mackay Shields LLC | 17,841 | $2.97M | 0.03% | −514−2.8% | Reduced |
| MD Financial Management Inc. | 17,791 | $2.96M | 0.08% | +467+2.7% | Added |
| Gotham Asset Management, LLC | 17,773 | $2.96M | 0.12% | −9,772−35.5% | Reduced |
| Aureus Asset Management, LLC | 17,684 | $2.95M | 0.19% | +4,081+30.0% | Added |
| PFG Advisors | 17,630 | $2.94M | 0.33% | −475−2.6% | Reduced |
| Millennium Management LLC | 17,027 | $2.84M | 0.00% | +695+4.3% | Added |
| Achmea Investment Management B.V. | 16,855 | $2.81M | 0.09% | −6,557−28.0% | Reduced |
| Fiera Capital Corp | 16,735 | $2.79M | 0.01% | −2,025−10.8% | Reduced |
| M&T Bank Corp | 16,616 | $2.77M | 0.01% | −2,382−12.5% | Reduced |
| Prudential PLC | 16,592 | $2.77M | 0.04% | +11,649+235.7% | Added |
| Bridges Investment Management Inc | 16,400 | $2.73M | 0.09% | 00.0% | Unchanged |
| Creative Planning | 15,955 | $2.66M | 0.00% | +388+2.5% | Added |
| Brown Advisory Securities, LLC | 15,612 | $2.60M | 0.77% | +10.0% | Added |
| Bowling Portfolio Management LLC | 15,592 | $2.60M | 0.58% | −15−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,503 | $2.58M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 15,297 | $2.55M | 0.05% | −283−1.8% | Reduced |
| Mutual of America Capital Management LLC | 15,240 | $2.54M | 0.03% | +90+0.6% | Added |
| Fulcrum Asset Management LLP | – | $2.53M | 1.25% | – | – |
| Ceera Investments, LLC | 15,192 | $2.53M | 1.39% | 00.0% | Unchanged |
| SEI Investments Co | 14,173 | $2.44M | 0.01% | −1,803−11.3% | Reduced |
| Tributary Capital Management, LLC | 14,601 | $2.43M | 0.19% | −139−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,558 | $2.43M | 0.03% | +9+0.1% | Added |