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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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of BR: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders79111821+41
Shares101.6M220.3K102.1M+727.9K (+0.7%)
Value$16.8B$36.7M$18.6B+$1.76B (+10.5%)

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 106 by value.

Institutions new to BR in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC203,834$37.3M0.04%
B. Metzler seel. Sohn & Co. AG139,059$25.4M0.33%
Congress Wealth Management LLC69,002$12.6M0.25%
Citadel Advisors LLC61,587$11.3M0.01%
Rockland Trust Co46,579$8.52M0.54%
Qube Research & Technologies Ltd25,890$4.73M0.04%
Yousif Capital Management, LLC23,570$4.31M0.04%
Capitolis Advisors LLC22,912$4.19M0.02%
Caldwell Investment Management Ltd.16,700$3.07M2.40%
First National Trust Co15,635$2.86M0.15%
National Bank of Canada15,236$2.78M0.01%
Aquila Investment Management LLC13,000$2.38M1.15%
Vise Technologies, Inc.12,551$2.29M0.62%
Bright Rock Capital Management, LLC12,000$2.19M0.50%
Regions Financial Corp10,898$1.99M0.02%
Mariner, LLC10,834$1.98M0.01%
Schechter Investment Advisors, LLC9,576$1.75M0.16%
Tilia Fiduciary Partners, Inc.6,718$1.23M0.99%
Estate Counselors, LLC6,392$1.17M0.14%
Strengthening Families & Communities, LLC6,136$1.12M0.86%
Lyon Street Capital, LLC6,000$1.10M1.09%
CWS Financial Advisors, LLC5,864$1.07M0.38%
Trexquant Investment LP5,756$1.05M0.06%
Laurel Wealth Advisors, Inc.5,645$1.03M0.08%
Guardian Wealth Management, Inc.4,916$899.0K0.87%
Umb Bank N A4,851$886.0K0.01%
H. L. Ormond & Company, LLC5,425$807.0K0.95%
Shore Point Advisors, LLC3,257$595.0K0.49%
Websterrogers Financial Advisors, LLC3,210$587.0K0.13%
Virtu Financial LLC3,105$568.0K0.06%
Sciencast Management LP2,876$518.0K0.09%
Guardian Wealth Advisors, LLC2,823$516.0K0.22%
Walleye Trading LLC2,702$494.0K0.01%
Benchmark Investment Advisors LLC2,493$456.0K0.38%
Quent Capital, LLC2,493$456.0K0.10%
Tudor Investment Corp Et Al2,403$439.0K0.01%
We Are One Seven, LLC2,208$404.0K0.04%
Pluribus Labs, LLC2,086$381.0K0.40%
CWM, LLC2,061$377.0K0.00%
Modera Wealth Management, LLC2,003$366.0K0.01%
Aquatic Capital Management LLC2,000$366.0K0.71%
JSF Financial, LLC1,975$361.0K0.18%
FORA Capital, LLC1,962$359.0K0.14%
Machina Capital S.A.S.1,900$347.0K0.84%
Astrantus Ltd1,777$325.0K0.24%
Fulton Bank, N.A.1,717$314.0K0.01%
Bridgefront Capital, LLC1,696$310.0K0.30%
Ballentine Partners, LLC1,680$307.0K0.01%
Mystic Asset Management, Inc.1,650$301.0K0.14%
Hancock Whitney Investment Services Inc.1,559$286.0K0.05%
Washington Trust Advisors, Inc.1,486$272.0K0.02%
Hutchens & Kramer Investment Management Group, LLC1,759$269.0K0.17%
Perigon Wealth Management, LLC1,427$261.0K0.02%
Williams Jones Wealth Management, LLC.1,391$254.0K0.00%
Comerica Securities,inc.1,374$252.0K0.02%
Cerity Partners LLC1,378$252.0K0.00%
Y-Intercept (Hong Kong) Ltd1,357$248.0K0.06%
CenterBook Partners LP1,321$242.0K0.14%
Autumn Glory Partners, LLC1,229$225.0K0.09%
Barber Financial Group, Inc.1,204$220.0K0.03%
Murphy Capital Management Inc1,200$219.0K0.02%
Segall Bryant & Hamill, LLC1,179$216.0K0.00%
Claret Asset Management Corp1,157$212.0K0.04%
Rehmann Capital Advisory Group1,126$206.0K0.02%
Teza Capital Management LLC1,121$205.0K0.05%
Trust Asset Management LLC1,118$204.0K0.03%
Trust Co of Vermont849$155.0K0.01%
TD Waterhouse Canada Inc.645$116.4K0.00%
Cassady Schiller Wealth Management, LLC602$110.0K0.07%
GraniteShares Advisors LLC556$101.0K0.05%
United Community Bank516$94.3K0.09%
Kathleen S. Wright Associates Inc.477$87.0K0.06%
Covestor Ltd455$83.0K0.12%
Aquire Wealth Advisors, LLC406$74.0K0.04%
Chilton Capital Management LLC371$68.0K0.00%
Missouri Trust & Investment Co360$66.0K0.04%
Alaska Permanent Fund Corp347$55.0K0.00%
JFS Wealth Advisors, LLC188$34.0K0.00%
Ford Financial Group, LLC187$34.0K0.01%
Dark Forest Capital Management LP162$30.0K0.01%
Sageworth Trust Co of South Dakota163$30.0K0.05%
Front Row Advisors LLC160$29.0K0.01%
CoreCap Advisors, LLC135$25.0K0.00%
Dixon Hughes Goodman Wealth Advisors LLC130$24.0K0.01%
EverSource Wealth Advisors, LLC127$23.0K0.01%
Brown, Lisle/Cummings, Inc.125$22.9K0.01%
Ahrens Investment Partners LLC100$18.0K0.01%
Retirement Planning Co of New England, Inc.100$18.0K0.01%
Atticus Wealth Management, LLC95$17.0K0.01%
Lavaca Capital LLC15,000$16.0K0.01%
Retirement Group, LLC56$10.0K0.00%
Cornerstone Management, Inc.54$9.87K0.00%
Standard Family Office LLC47$9.00K0.08%
Amplius Wealth Advisors, LLC51$9.00K0.00%
Confluence Wealth Services, Inc.50$9.00K0.00%
Blue Bell Private Wealth Management, LLC43$8.00K0.00%
High Net Worth Advisory Group LLC25$5.00K0.00%
Schubert & Co15$3.00K0.00%
Tyler-Stone Wealth Management18$3.00K0.00%
Sierra Capital LLC10$2.00K0.00%

Sold out (65)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of BR in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Balyasny Asset Management LLC61,726$10.3M
Mandatum Life Insurance Co Ltd47,484$7.91M
Railway Pension Investments Ltd28,112$4.68M
AMP Capital Investors Ltd27,564$4.59M
Holocene Advisors, LP23,131$3.85M
Bridges Investment Management Inc16,400$2.73M
Brown Advisory Securities, LLC15,612$2.60M
Van Eck Associates Corp11,699$1.95M
Assenagon Asset Management S.A.9,209$1.53M
MUFG Securities EMEA plc7,892$1.31M
Point72 Hong Kong Ltd7,772$1.29M
Seven Eight Capital, LP6,900$1.15M
Quantitative Investment Management, LLC6,744$1.12M
Mirae Asset Global Investments Co., Ltd.5,910$984.0K
Alethea Capital Management, LLC5,812$969.0K
Howland Capital Management LLC5,500$917.0K
Gyon Technologies Capital Management, LP5,265$877.0K
E. Ohman J:or Asset Management AB5,200$866.5K
Quilter Plc4,769$795.0K
Richard Bernstein Advisors LLC4,673$778.0K
Jump Financial, LLC4,537$756.0K
Quantbot Technologies LP4,393$732.0K
Liontrust Investment Partners LLP3,750$624.9K
Wealthspire Advisors, LLC3,607$601.0K
Horizon Investments, LLC3,397$566.0K
Toews Corp2,500$417.0K
Krane Funds Advisors LLC2,476$413.0K
Accretive Wealth Partners, LLC2,341$390.0K
Avalon Investment & Advisory2,242$374.0K
Kore Private Wealth LLC2,237$373.0K
Occudo Quantitative Strategies LP2,221$370.0K
Maverick Capital LtdSuperinvestorMaverick Capital2,169$361.0K
Polar Asset Management Partners Inc.1,917$319.0K
Braun-Bostich & Associates Inc.1,908$318.0K
Capula Management Ltd1,889$315.0K
Gsa Capital Partners LLP1,866$311.0K
Meristem Family Wealth, LLC1,826$304.0K
XTX Topco Ltd1,589$265.0K
San Luis Wealth Advisors LLC1,518$253.0K
Unigestion Holding SA1,494$252.0K
Beacon Pointe Advisors, LLC1,381$230.0K
Main Street Research LLC1,297$216.0K
Bank Julius Baer & Co. Ltd, Zurich973$162.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main772$130.0K
Bartlett & Co. Wealth Management LLC492$82.3K
Bartlett & Co. LLC492$82.0K
State of Wyoming389$65.0K
Jacobi Capital Management LLC386$64.0K
American Research & Management Co.283$47.0K
Arkadios Wealth Advisors287$47.0K
Creative Financial Designs Inc244$41.0K
Taikang Asset Management (Hong Kong) Co Ltd218$36.0K
Sterling Financial Planning, Inc.145$24.0K
Consolidated Planning Corp121$20.0K
Adirondack Trust Co100$18.0K
Global Retirement Partners, LLC50$8.00K
Better Money Decisions, LLC34$6.00K
Capstone Investment Advisors, LLC25$4.00K
Resolute Partners Group24$4.00K
Evolution Wealth Advisors, LLC20$3.00K
Freedman Financial Associates, Inc.18$3.00K
Liberty Wealth Management LLC13$2.00K
Red Tortoise LLC12$2.00K
First Command Advisory Services, Inc.23$0
Meridian Wealth Partners, LLC3$0

Not filed for Q4 2021 yet (11)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG130,599$21.8M
Optimal Asset Management, Inc.56,087$9.35M
Three Peaks Capital Management, LLC19,825$3.30M
HighPoint Advisor Group LLC3,847$641.0K
World Asset Management Inc2,626$438.0K
Psagot Investment House Ltd.2,239$373.0K
Mid Atlantic Financial Management Inc1,813$302.0K
BBVA USA1,583$264.0K
Cascadia Advisory Services, LLC1,331$222.0K
Berman Capital Advisors, LLC284$47.0K
Sonora Investment Management, LLC19$3.00K