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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 5,910 | $984.0K | 0.00% | +946+19.1% | Added |
| Private Trust Co NA | 5,896 | $983.0K | 0.14% | −153−2.5% | Reduced |
| Coldstream Capital Management Inc | 7,398 | $976.0K | 0.05% | −10,550−58.8% | Reduced |
| Alethea Capital Management, LLC | 5,812 | $969.0K | 0.85% | +5,812 | New |
| Cetera Investment Advisers | 5,782 | $963.0K | 0.02% | +162+2.9% | Added |
| STRS Ohio | 5,773 | $962.0K | 0.00% | −1,422−19.8% | Reduced |
| Guardian Capital LP | 5,745 | $957.0K | 0.02% | +90+1.6% | Added |
| Enterprise Trust & Investment Co | 5,700 | $950.0K | 0.38% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 5,655 | $942.0K | 0.03% | +5+0.1% | Added |
| East Coast Asset Management, LLC. | 5,596 | $933.0K | 0.22% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,500 | $917.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,431 | $909.0K | 0.01% | +241+4.6% | Added |
| Cubist Systematic Strategies, LLC | 5,374 | $896.0K | 0.01% | −3,910−42.1% | Reduced |
| Advisor Partners LLC | 5,364 | $894.0K | 0.06% | −218−3.9% | Reduced |
| Atlas Private Wealth Management | 5,338 | $889.0K | 0.54% | +517+10.7% | Added |
| Moloney Securities Asset Management, LLC | 5,309 | $885.0K | 0.16% | +677+14.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,276 | $879.0K | 0.02% | +20.0% | Added |
| Gyon Technologies Capital Management, LP | 5,265 | $877.0K | 0.24% | +5,265 | New |
| Benjamin Edwards Inc | 5,248 | $874.0K | 0.53% | +145+2.8% | Added |
| Candriam Luxembourg S.C.A. | 5,204 | $867.0K | 0.01% | −53−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 5,200 | $866.5K | 0.03% | −800−13.3% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $833.0K | 0.80% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 4,971 | $828.0K | 0.44% | +2,128+74.9% | Added |
| Johnson Investment Counsel Inc | 4,895 | $819.0K | 0.01% | −625−11.3% | Reduced |
| People's United Financial, Inc. | 4,917 | $819.0K | 0.02% | +429+9.6% | Added |
| MML Investors Services, LLC | 4,909 | $818.0K | 0.01% | −43−0.9% | Reduced |
| Fiduciary Trust Co | 4,892 | $815.0K | 0.01% | +1,380+39.3% | Added |
| Sawtooth Solutions, LLC | 4,777 | $796.0K | 0.12% | +552+13.1% | Added |
| Quilter Plc | 4,769 | $795.0K | 0.02% | +519+12.2% | Added |
| Symmetry Partners, LLC | 4,801 | $789.0K | 0.05% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 4,673 | $778.0K | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,650 | $775.0K | 0.01% | −2,000−30.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,564 | $761.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,537 | $756.0K | 0.05% | +4,537 | New |
| Echo Street Capital Management LLC | 4,533 | $755.0K | 0.01% | −95,121−95.5% | Reduced |
| Clarius Group, LLC | 4,428 | $738.0K | 0.07% | +27+0.6% | Added |
| Quantbot Technologies LP | 4,393 | $732.0K | 0.05% | +4,393 | New |
| ETF Managers Group, LLC | 4,272 | $719.0K | 0.01% | +348+8.9% | Added |
| Accredited Investors Inc. | 4,295 | $716.0K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,272 | $712.0K | 0.10% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4,178 | $696.0K | 0.32% | +4,178 | New |
| Wealthsource Partners, LLC | 4,168 | $695.0K | 0.06% | +116+2.9% | Added |
| Ropes Wealth Advisors LLC | 4,164 | $694.0K | 0.11% | +40+1.0% | Added |
| United Capital Financial Advisers, LLC | 4,091 | $682.0K | 0.00% | −113−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 4,073 | $679.0K | 0.02% | +249+6.5% | Added |
| Prospera Financial Services Inc | 4,053 | $675.0K | 0.03% | −11−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 4,047 | $674.0K | 0.08% | −3−0.1% | Reduced |
| Sound Financial Strategies Group, LLC | 4,034 | $672.0K | 0.34% | +133+3.4% | Added |
| Biltmore Family Office, LLC | 4,000 | $669.0K | 0.16% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $667.0K | 0.30% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 3,966 | $661.0K | 0.05% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 3,949 | $658.0K | 0.25% | −201−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,928 | $655.0K | 0.01% | −696−15.1% | Reduced |
| Cetera Advisor Networks LLC | 3,932 | $655.0K | 0.01% | +639+19.4% | Added |
| Alphasimplex Group, LLC | 3,919 | $653.0K | 0.54% | −4,454−53.2% | Reduced |
| Simmons Bank | 3,865 | $644.0K | 0.05% | +27+0.7% | Added |
| HighPoint Advisor Group LLC | 3,847 | $641.0K | 0.06% | +3,847 | New |
| First Horizon Advisors, Inc. | 3,814 | $635.0K | 0.02% | +3,195+516.2% | Added |
| Amica Retiree Medical Trust | 3,779 | $630.0K | 0.57% | −1,668−30.6% | Reduced |
| Vident Investment Advisory, LLC | 3,762 | $626.0K | 0.02% | −4,860−56.4% | Reduced |
| Toroso Investments, LLC | 3,748 | $625.0K | 0.02% | +1,687+81.9% | Added |
| Liontrust Investment Partners LLP | 3,750 | $624.9K | 0.01% | +3,750 | New |
| Cedar Mountain Advisors, LLC | 3,719 | $620.0K | 0.21% | −13−0.3% | Reduced |
| Huntington National Bank | 3,726 | $620.0K | 0.01% | +36+1.0% | Added |
| Eukles Asset Management | 3,711 | $618.0K | 0.34% | +623+20.2% | Added |
| Advisors Capital Management, LLC | 3,702 | $617.0K | 0.02% | −112−2.9% | Reduced |
| Cigna Investments Inc | 3,686 | $614.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,658 | $610.0K | 0.05% | +1,500+69.5% | Added |
| GWM Advisors LLC | 3,621 | $603.0K | 0.01% | −337−8.5% | Reduced |
| Wealthspire Advisors, LLC | 3,607 | $601.0K | 0.01% | +3,607 | New |
| Ironwood Investment Counsel, LLC | 10,128 | $599.0K | 0.15% | +565+5.9% | Added |
| Gateway Advisory, LLC | 3,583 | $597.0K | 0.12% | 00.0% | Unchanged |
| AGF Investments LLC | 3,552 | $592.0K | 0.06% | −303−7.9% | Reduced |
| Stokes Capital Advisors, LLC | 3,545 | $591.0K | 0.19% | +228+6.9% | Added |
| Platform Technology Partners | 3,540 | $590.0K | 0.27% | −8,159−69.7% | Reduced |
| TD Private Client Wealth LLC | 3,523 | $587.1K | 0.03% | −155−4.2% | Reduced |
| Nomura Holdings Inc | 3,468 | $576.0K | 0.00% | +856+32.8% | Added |
| TrinityPoint Wealth, LLC | 3,425 | $571.0K | 0.11% | +71+2.1% | Added |
| Horizon Investments, LLC | 3,397 | $566.0K | 0.02% | +218+6.9% | Added |
| Donaldson Capital Management, LLC | 3,387 | $564.0K | 0.03% | −85−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 3,356 | $559.0K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,317 | $553.0K | 0.03% | +950+40.1% | Added |
| D.B. Root & Company, LLC | 3,303 | $550.0K | 0.21% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,297 | $549.0K | 0.09% | −129−3.8% | Reduced |
| Veritable, L.P. | 3,264 | $544.0K | 0.01% | +50+1.6% | Added |
| Wellington Management Group LLP | 3,256 | $542.0K | 0.00% | −1,497−31.5% | Reduced |
| Bridgewater Advisors Inc. | 3,251 | $542.0K | 0.15% | 00.0% | Unchanged |
| IBM Retirement Fund | 3,221 | $537.0K | 0.04% | 00.0% | Unchanged |
| Financial Architects, Inc | 3,217 | $536.0K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 3,067 | $511.0K | 0.11% | +63+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,053 | $509.0K | 0.05% | +31+1.0% | Added |
| Davy Global Fund Management Ltd | 3,045 | $507.0K | 0.08% | +749+32.6% | Added |
| Argent Trust Co | 3,031 | $504.0K | 0.03% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 3,015 | $502.0K | 0.04% | −881−22.6% | Reduced |
| Wellington Shields Capital Management, LLC | 2,983 | $497.0K | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,891 | $482.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,811 | $468.0K | 0.07% | +25+0.9% | Added |
| FDx Advisors, Inc. | 2,810 | $468.0K | 0.01% | +41+1.5% | Added |
| Naples Global Advisors, LLC | 2,760 | $460.0K | 0.06% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 2,707 | $457.0K | 0.03% | 00.0% | Unchanged |