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 |
|---|---|---|---|---|---|
| Unigestion Holding SA | 1,494 | $252.0K | 0.01% | +1,494 | New |
| Buckingham Capital Management, Inc. | 1,500 | $250.0K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,500 | $250.0K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,497 | $248.0K | 0.00% | −11−0.7% | Reduced |
| Moors & Cabot, Inc. | 1,506 | $247.0K | 0.02% | −57−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,478 | $246.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,474 | $246.0K | 0.06% | +185+14.4% | Added |
| Raymond James Trust N.A. | 1,468 | $245.0K | 0.01% | +43+3.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,461 | $243.0K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 1,438 | $239.0K | 0.07% | −11−0.8% | Reduced |
| Pinnacle Associates Ltd | 1,432 | $239.0K | 0.00% | +2+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,428 | $238.0K | 0.01% | +1,428 | New |
| Fort Point Capital Partners LLC | 1,431 | $238.0K | 0.04% | +1,431 | New |
| Moody Aldrich Partners LLC | 1,412 | $235.0K | 0.03% | −1−0.1% | Reduced |
| River Wealth Advisors LLC | 1,409 | $235.0K | 0.04% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,410 | $235.0K | 0.21% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $233.0K | 0.01% | −800−36.4% | Reduced |
| Connecticut Wealth Management, LLC | 1,397 | $233.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 1,378 | $230.0K | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,381 | $230.0K | 0.01% | +1,381 | New |
| Capital Investment Counsel, Inc | 1,376 | $229.0K | 0.05% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,368 | $228.0K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,359 | $226.0K | 0.01% | −175−11.4% | Reduced |
| Atlas Brown,Inc. | 1,350 | $225.0K | 0.10% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,348 | $225.0K | 0.01% | +1,348 | New |
| IFP Advisors, Inc | 1,368 | $224.0K | 0.00% | +80+6.2% | Added |
| Empirical Finance, LLC | 1,337 | $223.0K | 0.03% | +96+7.7% | Added |
| Cascadia Advisory Services, LLC | 1,331 | $222.0K | 0.05% | +5+0.4% | Added |
| Bryn Mawr Trust Co | 1,325 | $221.0K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,314 | $219.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 1,303 | $217.0K | 0.02% | +1,303 | New |
| Main Street Research LLC | 1,297 | $216.0K | 0.02% | +31+2.4% | Added |
| Independent Financial Group, LLC | 1,289 | $214.8K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 1,276 | $213.0K | 0.09% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,273 | $212.0K | 0.00% | −1−0.1% | Reduced |
| Orser Capital Management, LLC | 1,260 | $210.0K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,261 | $210.0K | 0.14% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,252 | $209.0K | 0.01% | +1,252 | New |
| Hall Laurie J Trustee | 1,250 | $208.0K | 0.08% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,204 | $200.0K | 0.15% | +1,204 | New |
| Key Financial Inc | 1,156 | $193.0K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 1,084 | $181.0K | 0.01% | +12+1.1% | Added |
| Proequities, Inc. | 1,078 | $180.0K | 0.01% | +117+12.2% | Added |
| Agf Investments Inc. | 1,000 | $167.0K | 0.00% | −164−14.1% | Reduced |
| Sentry Investment Management LLC | 992 | $165.0K | 0.05% | +904+1,027.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 973 | $162.0K | 0.00% | −129−11.7% | Reduced |
| Hexagon Capital Partners LLC | 931 | $155.0K | 0.05% | −11−1.2% | Reduced |
| Federated Hermes, Inc. | 917 | $153.0K | 0.00% | −17,368−95.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 772 | $130.0K | 0.00% | +772 | New |
| Sargent Bickham Lagudis LLC | 773 | $129.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $128.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 715 | $119.0K | 0.02% | +10+1.4% | Added |
| Hanson & Doremus Investment Management | 700 | $117.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 701 | $117.0K | 0.19% | +157+28.9% | Added |
| S.A. Mason LLC | 675 | $112.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 653 | $109.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 625 | $104.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 613 | $101.0K | 0.00% | +57+10.3% | Added |
| DuPont Capital Management Corp | 603 | $100.0K | 0.00% | −587−49.3% | Reduced |
| Laurel Wealth Advisors LLC | 543 | $90.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 540 | $90.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 506 | $84.0K | 0.00% | +48+10.5% | Added |
| West Oak Capital, LLC | 500 | $83.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $83.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 492 | $82.3K | 0.00% | +62+14.4% | Added |
| Lowe Wealth Advisors, LLC | 491 | $82.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 492 | $82.0K | 0.00% | +62+14.4% | Added |
| Tobam | 470 | $78.0K | 0.00% | +85+22.1% | Added |
| Baron Financial Group, LLC | 443 | $73.8K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 430 | $72.0K | 0.03% | −731−63.0% | Reduced |
| Acadian Asset Management LLC | 438 | $72.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 425 | $71.0K | 0.00% | −10−2.3% | Reduced |
| Smithfield Trust Co | 406 | $67.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 403 | $67.0K | 0.10% | 00.0% | Unchanged |
| State of Wyoming | 389 | $65.0K | 0.04% | +389 | New |
| Jacobi Capital Management LLC | 386 | $64.0K | 0.01% | −101−20.7% | Reduced |
| Compagnie Lombard Odier SCmA | 370 | $62.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $59.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 349 | $58.0K | 0.01% | +5+1.5% | Added |
| Column Capital Advisors, LLC | 343 | $57.0K | 0.01% | −38−10.0% | Reduced |
| Eagle Bay Advisors LLC | 342 | $57.0K | 0.03% | +340+17,000.0% | Added |
| Geneos Wealth Management Inc. | 326 | $54.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 318 | $53.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 306 | $51.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $50.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $50.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 298 | $50.0K | 0.03% | +1+0.3% | Added |
| Roble, Belko & Company, Inc | 295 | $49.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 287 | $47.0K | 0.01% | −53−15.6% | Reduced |
| American Research & Management Co. | 283 | $47.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 284 | $47.0K | 0.01% | +18+6.8% | Added |
| Harbour Investments, Inc. | 274 | $46.0K | 0.00% | −10−3.5% | Reduced |
| Howe & Rusling Inc | 266 | $44.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 237 | $42.0K | 0.02% | +237 | New |
| Sandy Spring Bank | 252 | $41.0K | 0.00% | −42−14.3% | Reduced |
| Creative Financial Designs Inc | 244 | $41.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $41.0K | 0.02% | +246 | New |
| HighMark Wealth Management LLC | 242 | $40.0K | 0.03% | +1+0.4% | Added |
| IMA Wealth, Inc. | 237 | $39.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $38.0K | 0.01% | +229 | New |