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, Q4 2021
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
- 821
- +41 vs. Q3 2021
- Shares held
- 102.1M
- +727.9K (+0.7%) vs. Q3 2021
- Total value
- $18.6B
- +$1.76B (+10.5%) vs. Q3 2021
- New holders
- 106
- 296 more added
- Sold out
- 65
- 255 more reduced
11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,606,219 | $2.49B | 0.06% | +131,246+1.0% | Added |
| BlackRock Inc. | 9,566,678 | $1.75B | 0.04% | +283,501+3.1% | Added |
| State Street Corp | 4,944,647 | $907.1M | 0.04% | +54,910+1.1% | Added |
| Janus Henderson Group PLC | 4,665,474 | $852.9M | 0.36% | −979,809−17.4% | Reduced |
| Baillie Gifford & Co | 4,139,707 | $756.8M | 0.42% | +57,001+1.4% | Added |
| Price T Rowe Associates Inc | 3,953,757 | $722.8M | 0.07% | −462,016−10.5% | Reduced |
| APG Asset Management N.V. | 4,027,553 | $647.5M | 1.10% | −3,900−0.1% | Reduced |
| Morgan Stanley | 3,350,693 | $612.6M | 0.08% | +2,232,355+199.6% | Added |
| Geode Capital Management, LLC | 2,196,892 | $400.6M | 0.05% | +36,167+1.7% | Added |
| Jensen Investment Management Inc | 1,671,728 | $305.6M | 2.15% | −83,525−4.8% | Reduced |
| Barclays PLC | 1,508,222 | $275.7M | 0.17% | +272,799+22.1% | Added |
| Northern Trust Corp | 1,372,882 | $251.0M | 0.04% | +58,251+4.4% | Added |
| Wells Fargo & Company | 1,356,626 | $248.0M | 0.06% | −221,537−14.0% | Reduced |
| Invesco Ltd. | 1,294,046 | $236.6M | 0.06% | +43,725+3.5% | Added |
| Macquarie Group Ltd | 1,157,426 | $211.6M | 0.18% | −13,876−1.2% | Reduced |
| Bank of New York Mellon Corp | 1,089,521 | $199.2M | 0.04% | −11,312−1.0% | Reduced |
| Atlanta Capital Management Co L L C | 1,067,058 | $195.1M | 0.66% | −193,810−15.4% | Reduced |
| Norges Bank | 1,058,727 | $193.6M | 0.04% | −10,982−1.0% | Reduced |
| Legal & General Group Plc | 1,039,826 | $190.1M | 0.06% | −37,686−3.5% | Reduced |
| Parnassus Investments | 939,182 | $171.7M | 0.33% | +60,844+6.9% | Added |
| Franklin Resources Inc | 892,510 | $163.2M | 0.06% | −848−0.1% | Reduced |
| California Public Employees Retirement System | 878,230 | $160.6M | 0.11% | −18,953−2.1% | Reduced |
| Bahl & Gaynor Inc | 828,186 | $151.4M | 0.85% | −1,808−0.2% | Reduced |
| Dimensional Fund Advisors LP | 819,661 | $149.8M | 0.05% | +7,665+0.9% | Added |
| Confluence Investment Management LLC | 795,994 | $145.5M | 1.93% | −5,047−0.6% | Reduced |
| Bank of America Corp | 783,844 | $143.3M | 0.02% | +41,672+5.6% | Added |
| Fayez Sarofim & Co | 684,672 | $125.2M | 0.38% | −56,487−7.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 682,571 | $124.8M | 3.76% | +10,720+1.6% | Added |
| Baird Financial Group, Inc. | 649,210 | $118.7M | 0.28% | +61,340+10.4% | Added |
| Caisse de Depot Et Placement du Quebec | 640,506 | $117.1M | 0.25% | −627,620−49.5% | Reduced |
| UBS Asset Management Americas Inc | 621,144 | $113.6M | 0.04% | −5,827−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 614,827 | $112.4M | 0.26% | +24,452+4.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 565,486 | $103.4M | 0.22% | −25,308−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 550,548 | $100.7M | 0.03% | +19,295+3.6% | Added |
| Alliancebernstein L.P. | 543,316 | $99.3M | 0.04% | −43,582−7.4% | Reduced |
| Bristol Gate Capital Partners Inc. | 539,103 | $98.6M | 4.43% | +2,778+0.5% | Added |
| Ninety One UK Ltd | 533,665 | $97.6M | 0.23% | +6,104+1.2% | Added |
| Anchor Capital Advisors LLC | 529,472 | $96.8M | 1.92% | −9,376−1.7% | Reduced |
| Amundi | 591,293 | $96.7M | 0.06% | +51,525+9.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 527,327 | $96.4M | 0.06% | +118,885+29.1% | Added |
| Parametric Portfolio Associates LLC | 500,554 | $91.5M | 0.05% | +47,950+10.6% | Added |
| CIBC Private Wealth Group, LLC | 444,185 | $81.2M | 0.17% | +117,629+36.0% | Added |
| Swiss National Bank | 441,582 | $80.7M | 0.05% | −17,800−3.9% | Reduced |
| Fenimore Asset Management Inc | 438,603 | $80.2M | 1.78% | +13,000+3.1% | Added |
| Rathbone Brothers plc | 435,100 | $79.5M | 0.77% | 00.0% | Unchanged |
| First Trust Advisors LP | 420,921 | $77.0M | 0.07% | −43,644−9.4% | Reduced |
| Goldman Sachs Group Inc | 392,960 | $71.8M | 0.02% | +113,033+40.4% | Added |
| Schwartz Investment Counsel Inc | 391,600 | $71.6M | 2.78% | −57,150−12.7% | Reduced |
| Boston Financial Mangement LLC | 379,604 | $69.4M | 2.52% | −11,345−2.9% | Reduced |
| Nissay Asset Management Corp | 376,728 | $68.9M | 0.53% | +2,673+0.7% | Added |
| Eaton Vance Management | 360,193 | $65.8M | 0.08% | +64,350+21.8% | Added |
| Nuveen Asset Management, LLC | 343,873 | $62.9M | 0.02% | −38,598−10.1% | Reduced |
| King Luther Capital Management Corp | 319,193 | $58.4M | 0.26% | −14,267−4.3% | Reduced |
| GW&K Investment Management, LLC | 301,016 | $55.0M | 0.46% | −1,926−0.6% | Reduced |
| London Co of Virginia | 297,478 | $54.4M | 0.27% | −12,067−3.9% | Reduced |
| Royal Bank of Canada | 296,867 | $54.3M | 0.01% | −21,700−6.8% | Reduced |
| Deutsche Bank AG | 296,603 | $54.2M | 0.02% | −11,172−3.6% | Reduced |
| JPMorgan Chase & Co | 293,966 | $53.7M | 0.01% | −53,480−15.4% | Reduced |
| Douglas Lane & Associates, LLC | 290,707 | $53.1M | 0.71% | −29,380−9.2% | Reduced |
| Alta Capital Management LLC | 281,523 | $51.5M | 2.66% | +2,529+0.9% | Added |
| Mackenzie Financial Corp | 261,848 | $47.9M | 0.06% | +4,177+1.6% | Added |
| Raymond James & Associates | 259,563 | $47.5M | 0.04% | +10,554+4.2% | Added |
| Commerce Bank | 256,295 | $46.9M | 0.31% | −3,483−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 253,540 | $46.4M | 0.42% | −6,841−2.6% | Reduced |
| HM Payson & Co | 242,524 | $44.3M | 0.96% | +14,184+6.2% | Added |
| Rhumbline Advisers | 237,414 | $43.4M | 0.05% | +4,726+2.0% | Added |
| Earnest Partners LLC | 230,184 | $42.1M | 0.24% | +69,356+43.1% | Added |
| Envestnet Asset Management Inc | 228,824 | $41.8M | 0.02% | +43,308+23.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 227,957 | $41.7M | 0.14% | +23,618+11.6% | Added |
| PGGM Investments | 209,453 | $38.3M | 0.19% | +3,310+1.6% | Added |
| California State Teachers Retirement System | 206,797 | $37.8M | 0.04% | +3,019+1.5% | Added |
| Ensemble Capital Management, LLC | 205,876 | $37.6M | 2.83% | −8,665−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 203,834 | $37.3M | 0.04% | +203,834 | New |
| Loomis Sayles & Co L P | 201,846 | $36.9M | 0.04% | −2,061−1.0% | Reduced |
| UBS Group AG | 198,913 | $36.4M | 0.01% | −146−0.1% | Reduced |
| Ameriprise Financial Inc | 198,845 | $36.1M | 0.01% | −18,238−8.4% | Reduced |
| Boston Private Wealth LLC | 193,794 | $35.4M | 0.58% | −1,341−0.7% | Reduced |
| National Pension Service | 188,289 | $34.4M | 0.06% | −5,416−2.8% | Reduced |
| LPL Financial LLC | 182,276 | $33.3M | 0.03% | −20,312−10.0% | Reduced |
| NN Investment Partners Holdings N.V. | 181,686 | $33.2M | 0.17% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 181,414 | $33.2M | 0.27% | +830.0% | Added |
| New York State Common Retirement Fund | 177,469 | $32.4M | 0.03% | −6,371−3.5% | Reduced |
| Credit Suisse AG | 169,996 | $31.1M | 0.02% | −8,918−5.0% | Reduced |
| Geneva Capital Management LLC | 169,684 | $31.0M | 0.50% | −5,984−3.4% | Reduced |
| Storebrand Asset Management AS | 169,578 | $31.0M | 0.14% | +3,392+2.0% | Added |
| Copeland Capital Management, LLC | 165,665 | $30.3M | 0.79% | −555−0.3% | Reduced |
| Motley Fool Wealth Management, LLC | 159,685 | $29.2M | 1.27% | −3,751−2.3% | Reduced |
| TD Asset Management Inc | 155,153 | $28.4M | 0.02% | +38,530+33.0% | Added |
| Principal Financial Group Inc | 153,594 | $28.1M | 0.02% | −2,401−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 150,117 | $27.4M | 0.05% | −1,257−0.8% | Reduced |
| Congress Asset Management Co | 149,750 | $27.4M | 0.21% | −15,609−9.4% | Reduced |
| Korea Investment CORP | 147,900 | $27.0M | 0.07% | +112,500+317.8% | Added |
| Citigroup Inc | 147,622 | $27.0M | 0.02% | −16,986−10.3% | Reduced |
| Russell Investments Group, Ltd. | 147,446 | $27.0M | 0.04% | −1,512−1.0% | Reduced |
| Dearborn Partners LLC | 144,494 | $26.4M | 0.96% | +225+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 139,102 | $25.4M | 0.05% | −17,619−11.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 139,059 | $25.4M | 0.33% | +139,059 | New |
| HSBC Holdings PLC | 136,039 | $24.9M | 0.03% | −15,349−10.1% | Reduced |
| Bank of Montreal | 127,292 | $23.4M | 0.01% | −23,858−15.8% | Reduced |
| FIL Ltd | 126,563 | $23.1M | 0.02% | 00.0% | Unchanged |