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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 14,475 | $2.41M | 0.04% | +13,017+892.8% | Added |
| Siemens Fonds Invest GmbH | 14,379 | $2.40M | 0.16% | +419+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,761 | $2.29M | 0.12% | −43−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,406 | $2.23M | 0.26% | −925−6.5% | Reduced |
| HBK Sorce Advisory LLC | 13,324 | $2.22M | 0.12% | −677−4.8% | Reduced |
| Cypress Capital Management LLC | 13,705 | $2.21M | 0.29% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 13,261 | $2.21M | 0.11% | −4,471−25.2% | Reduced |
| Oxbow Advisors, LLC | 13,148 | $2.19M | 0.22% | −1,588−10.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.15M | 1.41% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,874 | $2.15M | 0.05% | +829+6.9% | Added |
| Wealthfront Advisers LLC | 12,860 | $2.14M | 0.01% | +5,717+80.0% | Added |
| CIBC World Markets Inc. | 12,680 | $2.11M | 0.01% | +4,801+60.9% | Added |
| Catalyst Capital Advisors LLC | 12,591 | $2.10M | 0.11% | +2,233+21.6% | Added |
| Buckhead Capital Management LLC | 12,136 | $2.02M | 0.45% | −530−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,128 | $2.02M | 0.01% | −495−3.9% | Reduced |
| Whittier Trust Co | 12,115 | $2.02M | 0.04% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,029 | $2.00M | 0.55% | −176−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 11,967 | $1.99M | 0.03% | −19,636−62.1% | Reduced |
| Princeton Global Asset Management LLC | 11,922 | $1.99M | 0.61% | −440−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,920 | $1.99M | 0.03% | +216+1.8% | Added |
| Van Eck Associates Corp | 11,699 | $1.95M | 0.00% | +1,005+9.4% | Added |
| AE Wealth Management LLC | 11,661 | $1.94M | 0.02% | −1,740−13.0% | Reduced |
| Occidental Asset Management, LLC | 11,582 | $1.93M | 0.50% | +576+5.2% | Added |
| Neuberger Berman Group LLC | 13,096 | $1.93M | 0.00% | −163−1.2% | Reduced |
| American Portfolios Advisors | 11,467 | $1.91M | 0.07% | −306−2.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 11,439 | $1.91M | 0.50% | +685+6.4% | Added |
| Canada Pension Plan Investment Board | 11,392 | $1.90M | 0.00% | −4,000−26.0% | Reduced |
| Lee Financial Co | 11,384 | $1.90M | 0.39% | +11+0.1% | Added |
| Leavell Investment Management, Inc. | 11,225 | $1.88M | 0.14% | −250−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,129 | $1.85M | 0.04% | −91−0.8% | Reduced |
| Lantz Financial LLC | 11,109 | $1.85M | 0.95% | +53+0.5% | Added |
| Mercer Global Advisors Inc | 10,865 | $1.81M | 0.01% | +835+8.3% | Added |
| Hartford Investment Management Co | 10,817 | $1.80M | 0.05% | −1,428−11.7% | Reduced |
| Atria Investments LLC | 10,713 | $1.78M | 0.03% | +412+4.0% | Added |
| Wimmer Associates 1, LLC | 10,686 | $1.78M | 1.06% | +178+1.7% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.77M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,485 | $1.75M | 0.04% | +9,059+635.3% | Added |
| Oppenheimer Asset Management Inc. | 10,410 | $1.73M | 0.02% | −1,638−13.6% | Reduced |
| Wall Street Access Asset Management, LLC | 10,230 | $1.70M | 0.75% | +5,730+127.3% | Added |
| Lazard Asset Management LLC | 10,227 | $1.70M | 0.00% | +5,971+140.3% | Added |
| Norinchukin Bank, The | 10,007 | $1.67M | 0.02% | +408+4.3% | Added |
| Kestra Advisory Services, LLC | 9,873 | $1.65M | 0.02% | +285+3.0% | Added |
| ING Groep NV | 9,865 | $1.64M | 0.02% | +327+3.4% | Added |
| Securian Asset Management, Inc | 9,766 | $1.63M | 0.03% | −200−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,759 | $1.63M | 0.04% | −41−0.4% | Reduced |
| Dean Investment Associates, LLC | 9,690 | $1.61M | 0.30% | +451+4.9% | Added |
| Fort, L.P. | 9,650 | $1.61M | 0.54% | −1,204−11.1% | Reduced |
| Westpac Banking Corp | 9,644 | $1.61M | 0.02% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 9,559 | $1.59M | 0.32% | +1,372+16.8% | Added |
| Silvercrest Asset Management Group LLC | 9,533 | $1.59M | 0.01% | −1,098−10.3% | Reduced |
| Ossiam | 9,478 | $1.58M | 0.04% | +215+2.3% | Added |
| Northwest Investment Counselors, LLC | 9,382 | $1.56M | 0.44% | −38−0.4% | Reduced |
| Assenagon Asset Management S.A. | 9,209 | $1.53M | 0.01% | +9,209 | New |
| Castellan Group, LLC | 9,200 | $1.53M | 0.79% | −2,100−18.6% | Reduced |
| Suncoast Equity Management | 9,040 | $1.51M | 0.21% | +2,185+31.9% | Added |
| SNS Financial Group, LLC | 8,943 | $1.49M | 0.18% | +220+2.5% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.49M | 0.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 8,675 | $1.45M | 0.73% | +298+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,550 | $1.43M | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 8,540 | $1.42M | 0.26% | −514−5.7% | Reduced |
| Koshinski Asset Management, Inc. | 8,489 | $1.41M | 0.12% | +2,142+33.7% | Added |
| Swedbank AB | 8,484 | $1.41M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,323 | $1.39M | 0.01% | +1,570+23.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,223 | $1.37M | 0.00% | +160+2.0% | Added |
| Boyar Asset Management Inc. | 8,163 | $1.36M | 0.90% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,148 | $1.36M | 0.08% | +29+0.4% | Added |
| Los Angeles Capital Management LLC | 8,074 | $1.34M | 0.01% | +8,074 | New |
| Eqis Capital Management, Inc. | 7,908 | $1.32M | 0.10% | +2,418+44.0% | Added |
| MUFG Securities EMEA plc | 7,892 | $1.31M | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,822 | $1.30M | 0.52% | +1,541+24.5% | Added |
| Point72 Hong Kong Ltd | 7,772 | $1.29M | 0.10% | +7,772 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,760 | $1.29M | 0.09% | +260+3.5% | Added |
| Dividend Assets Capital, LLC | 7,700 | $1.28M | 0.26% | +70+0.9% | Added |
| Roundview Capital LLC | 7,635 | $1.27M | 0.14% | +803+11.8% | Added |
| New Mexico Educational Retirement Board | 7,550 | $1.26M | 0.04% | −200−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,378 | $1.23M | 0.00% | +5,050+216.9% | Added |
| Change Path, LLC | 7,314 | $1.23M | 0.07% | +808+12.4% | Added |
| Investment Management of Virginia LLC | 7,285 | $1.21M | 0.23% | −415−5.4% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $1.20M | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 7,045 | $1.17M | 0.10% | −290−4.0% | Reduced |
| AdvisorShares Investments LLC | 6,967 | $1.16M | 0.18% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 6,925 | $1.15M | 0.08% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,900 | $1.15M | 0.11% | +2,000+40.8% | Added |
| Kesler, Norman & Wride, LLC | 6,895 | $1.15M | 0.27% | +74+1.1% | Added |
| Kentucky Retirement Systems | 6,831 | $1.14M | 0.05% | +69+1.0% | Added |
| EFG Asset Management (Americas) Corp. | 6,782 | $1.13M | 0.20% | +345+5.4% | Added |
| Quantitative Investment Management, LLC | 6,744 | $1.12M | 0.10% | +6,744 | New |
| Hilltop Holdings Inc. | 6,732 | $1.12M | 0.12% | −146−2.1% | Reduced |
| Welch & Forbes LLC | 6,681 | $1.11M | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 6,670 | $1.11M | 0.26% | −690−9.4% | Reduced |
| CIBC World Markets Corp | 6,549 | $1.09M | 0.01% | −11,360−63.4% | Reduced |
| National Asset Management, Inc. | 6,588 | $1.09M | 0.03% | −83−1.2% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $1.08M | 0.08% | 00.0% | Unchanged |
| American Century Companies Inc | 6,290 | $1.05M | 0.00% | +739+13.3% | Added |
| Crawford Investment Counsel Inc | 6,065 | $1.01M | 0.02% | −70−1.1% | Reduced |
| Aigen Investment Management, LP | 6,066 | $1.01M | 0.19% | +6,066 | New |
| Montag & Caldwell, LLC | 6,013 | $1.00M | 0.09% | +201+3.5% | Added |
| Strategy Asset Managers LLC | 5,951 | $992.0K | 0.22% | +4,319+264.6% | Added |
| Zions Bancorporation, N.A. | 5,940 | $990.0K | 0.10% | +326+5.8% | Added |
| TCTC Holdings, LLC | 5,925 | $987.0K | 0.05% | 00.0% | Unchanged |