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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 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.

Institutional holdersQ4 2021: 821 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ4 2021: $18.6B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Curi Capital1$00.00%+1New
WestEnd Advisors, LLC1$1820.00%––
Exane Derivatives3$5480.00%00.0%Unchanged
Lazard Asset Management LLC8$1.00K0.00%−10,219−99.9%Reduced
JJJ Advisors Inc.7$1.00K0.00%00.0%Unchanged
TFC Financial Management4$1.00K0.00%00.0%Unchanged
Covington Capital Management3$1.00K0.00%00.0%Unchanged
Manchester Capital Management LLC3$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP8$1.00K0.00%+8New
Massmutual Trust Co FSB6$1.00K0.00%+6New
Surevest, LLC4$1.00K0.00%+4New
Asset Dedication, LLC13$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.13$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC10$2.00K0.00%00.0%Unchanged
Sierra Capital LLC10$2.00K0.00%+10New
CVA Family Office, LLC10$2.00K0.00%+10New
Addison Advisors LLC9$2.00K0.00%+9New
Raffa Wealth Management, LLC11$2.01K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC16$2.93K0.00%00.0%Unchanged
Essex Investment Management Co LLC18$3.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp17$3.00K0.00%00.0%Unchanged
Schubert & Co15$3.00K0.00%+15New
Tyler-Stone Wealth Management18$3.00K0.00%+18New
Clearstead Advisors, LLC21$4.00K0.00%−14−40.0%Reduced
Carroll Financial Associates, Inc.25$4.00K0.00%−11−30.6%Reduced
JNBA Financial Advisors24$4.00K0.00%00.0%Unchanged
Aua Capital Management, LLC24$4.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC21$4.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc22$4.00K0.00%+17+340.0%Added
Canada Pension Plan Investment Board27$5.00K0.00%−11,365−99.8%Reduced
Financial Management Professionals, Inc.26$5.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$5.00K0.00%00.0%Unchanged
Versant Capital Management, Inc26$5.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC25$5.00K0.00%+25New
Thompson Siegel & Walmsley LLC35$6.00K0.00%00.0%Unchanged
M&R Capital Management Inc37$6.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC34$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc31$6.00K0.00%+3+10.7%Added
Blue Bell Private Wealth Management, LLC43$8.00K0.00%+43New
Sutton Wealth Advisors Inc.44$8.04K0.00%+3+7.3%Added
Sageworth Trust Co50$9.00K0.00%−170−77.3%Reduced
Wagner Wealth Management, LLC49$9.00K0.01%00.0%Unchanged
Selective Wealth Management, Inc.50$9.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC49$9.00K0.00%+10+25.6%Added
Standard Family Office LLC47$9.00K0.08%+47New
Amplius Wealth Advisors, LLC51$9.00K0.00%+51New
Confluence Wealth Services, Inc.50$9.00K0.00%+50New
Cornerstone Management, Inc.54$9.87K0.00%+54New
Snowden Capital Advisors LLC55$10.0K0.00%−1,954−97.3%Reduced
Retirement Group, LLC56$10.0K0.00%+56New
Farmers & Merchants Investments Inc59$11.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC73$13.0K0.00%00.0%Unchanged
West Branch Capital LLC77$14.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC80$15.0K0.00%+1+1.3%Added
Capital Advisors, Ltd. LLC83$15.0K0.00%+2+2.5%Added
Capital Analysts, LLC88$16.0K0.00%00.0%Unchanged
Crewe Advisors LLC87$16.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.90$16.0K0.00%00.0%Unchanged
Lavaca Capital LLC15,000$16.0K0.01%+15,000New
Independence Bank of Kentucky95$17.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC93$17.0K0.00%+3+3.3%Added
Atticus Wealth Management, LLC95$17.0K0.01%+95New
Motco100$18.0K0.00%00.0%Unchanged
Kings Point Capital Management100$18.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$18.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.100$18.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC100$18.0K0.01%+100New
Retirement Planning Co of New England, Inc.100$18.0K0.01%+100New
Carmichael Hill & Associates, Inc.104$19.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC111$20.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.114$21.0K0.01%+1+0.9%Added
Brown, Lisle/Cummings, Inc.125$22.9K0.01%+125New
PrairieView Partners, LLC124$23.0K0.00%00.0%Unchanged
Piscataqua Savings Bank125$23.0K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC127$23.0K0.01%+127New
Fuller & Thaler Asset Management, Inc.130$24.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC130$24.0K0.00%+1+0.8%Added
Dixon Hughes Goodman Wealth Advisors LLC130$24.0K0.01%+130New
Bedel Financial Consulting, Inc.136$25.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC135$25.0K0.00%+135New
Reilly Financial Advisors, LLC141$26.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph152$27.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC145$27.0K0.00%00.0%Unchanged
Harbour Investments, Inc.154$28.0K0.00%−120−43.8%Reduced
TCI Wealth Advisors, Inc.158$29.0K0.00%00.0%Unchanged
Front Row Advisors LLC160$29.0K0.01%+160New
Private Ocean, LLC164$30.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP162$30.0K0.01%+162New
Sageworth Trust Co of South Dakota163$30.0K0.05%+163New
Investors Research Corp176$32.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc181$33.0K0.00%+60+49.6%Added
Gables Capital Management Inc.186$34.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC188$34.0K0.00%+188New
Ford Financial Group, LLC187$34.0K0.01%+187New
Kozak & Associates, Inc.237$35.0K0.02%00.0%Unchanged
First PREMIER Bank195$36.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC204$37.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC200$37.0K0.01%00.0%Unchanged
Webster Bank, N. A.203$37.0K0.00%+64+46.0%Added
Lumature Wealth Partners, LLC200$37.0K0.01%+79+65.3%Added