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 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 200 | $37.0K | 0.01% | +139+227.9% | Added |
| Sandy Spring Bank | 213 | $39.0K | 0.00% | −39−15.5% | Reduced |
| Salem Investment Counselors Inc | 225 | $41.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $42.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $43.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 243 | $44.0K | 0.03% | +1+0.4% | Added |
| MV Capital Management, Inc. | 240 | $44.0K | 0.01% | +40+20.0% | Added |
| PFG Private Wealth Management, LLC | 246 | $45.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 248 | $46.0K | 0.00% | −177−41.6% | Reduced |
| Allworth Financial LP | 259 | $47.0K | 0.00% | +192+286.6% | Added |
| Ellevest, Inc. | 270 | $49.0K | 0.00% | +192+246.2% | Added |
| Howe & Rusling Inc | 289 | $53.0K | 0.01% | +23+8.6% | Added |
| Private Capital Group, LLC | 288 | $53.0K | 0.01% | +122+73.5% | Added |
| Roble, Belko & Company, Inc | 295 | $54.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $55.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $55.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 299 | $55.0K | 0.03% | +1+0.3% | Added |
| Alaska Permanent Fund Corp | 347 | $55.0K | 0.00% | +347 | New |
| Gemmer Asset Management LLC | 306 | $56.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 339 | $62.0K | 0.00% | +13+4.0% | Added |
| Column Capital Advisors, LLC | 343 | $63.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $65.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 360 | $66.0K | 0.04% | +360 | New |
| Glassman Wealth Services | 364 | $67.0K | 0.01% | +15+4.3% | Added |
| Compagnie Lombard Odier SCmA | 370 | $68.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 371 | $68.0K | 0.00% | +371 | New |
| Assetmark, Inc | 379 | $69.0K | 0.00% | +61+19.2% | Added |
| Smithfield Trust Co | 406 | $74.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 403 | $74.0K | 0.10% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 406 | $74.0K | 0.04% | +406 | New |
| Acadian Asset Management LLC | 438 | $80.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 443 | $81.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 455 | $83.0K | 0.12% | +455 | New |
| 1832 Asset Management L.P. | 454 | $84.0K | 0.00% | −245,065−99.8% | Reduced |
| Eagle Bay Advisors LLC | 466 | $85.0K | 0.06% | +124+36.3% | Added |
| Kathleen S. Wright Associates Inc. | 477 | $87.0K | 0.06% | +477 | New |
| Lowe Wealth Advisors, LLC | 491 | $90.0K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $91.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $91.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 508 | $93.0K | 0.00% | +38+8.1% | Added |
| DuPont Capital Management Corp | 515 | $94.0K | 0.00% | −88−14.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 515 | $94.0K | 0.01% | +373+262.7% | Added |
| United Community Bank | 516 | $94.3K | 0.09% | +516 | New |
| MUFG Americas Holdings Corp | 540 | $98.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 543 | $99.0K | 0.02% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 556 | $101.0K | 0.05% | +556 | New |
| Cassady Schiller Wealth Management, LLC | 602 | $110.0K | 0.07% | +602 | New |
| Centaurus Financial, Inc. | 625 | $114.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 645 | $116.4K | 0.00% | +645 | New |
| Whittier Trust Co of Nevada Inc | 653 | $119.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 675 | $123.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 700 | $128.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 714 | $130.0K | 0.00% | +101+16.5% | Added |
| Harbor Investment Advisory, LLC | 751 | $137.0K | 0.02% | +740+6,727.3% | Added |
| Parallel Advisors, LLC | 752 | $138.0K | 0.01% | +246+48.6% | Added |
| Sargent Bickham Lagudis LLC | 773 | $141.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $141.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 800 | $146.0K | 0.02% | +85+11.9% | Added |
| Newfound Research LLC | 846 | $155.0K | 0.19% | +145+20.7% | Added |
| Trust Co of Vermont | 849 | $155.0K | 0.01% | +849 | New |
| Hexagon Capital Partners LLC | 935 | $171.0K | 0.04% | +4+0.4% | Added |
| Sentry Investment Management LLC | 992 | $181.0K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,003 | $183.0K | 0.00% | +86+9.4% | Added |
| Hall Laurie J Trustee | 1,050 | $192.0K | 0.07% | −200−16.0% | Reduced |
| CX Institutional | 1,115 | $204.0K | 0.02% | +31+2.9% | Added |
| Trust Asset Management LLC | 1,118 | $204.0K | 0.03% | +1,118 | New |
| Teza Capital Management LLC | 1,121 | $205.0K | 0.05% | +1,121 | New |
| Rehmann Capital Advisory Group | 1,126 | $206.0K | 0.02% | +1,126 | New |
| E Fund Management Co., Ltd. | 1,133 | $207.0K | 0.01% | −119−9.5% | Reduced |
| Key Financial Inc | 1,156 | $211.0K | 0.11% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,157 | $212.0K | 0.04% | +1,157 | New |
| Aries Wealth Management | 1,171 | $214.0K | 0.08% | −105−8.2% | Reduced |
| Proequities, Inc. | 1,165 | $214.0K | 0.01% | +87+8.1% | Added |
| Segall Bryant & Hamill, LLC | 1,179 | $216.0K | 0.00% | +1,179 | New |
| Murphy Capital Management Inc | 1,200 | $219.0K | 0.02% | +1,200 | New |
| Patron Partners Advisors, LLC | 1,204 | $220.0K | 0.14% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,204 | $220.0K | 0.03% | +1,204 | New |
| Autumn Glory Partners, LLC | 1,229 | $225.0K | 0.09% | +1,229 | New |
| Burke & Herbert Bank & Trust Co | 1,261 | $230.0K | 0.13% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 1,260 | $230.0K | 0.12% | 00.0% | Unchanged |
| First Bank & Trust | 1,279 | $234.0K | 0.10% | −99−7.2% | Reduced |
| Independent Financial Group, LLC | 1,289 | $235.7K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,303 | $238.0K | 0.01% | −203−13.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,304 | $238.0K | 0.05% | −174−11.8% | Reduced |
| Courier Capital LLC | 1,303 | $238.0K | 0.02% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,320 | $241.0K | 0.00% | +47+3.7% | Added |
| Bryn Mawr Trust Co | 1,325 | $242.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,321 | $242.0K | 0.14% | +1,321 | New |
| IFP Advisors, Inc | 1,339 | $243.0K | 0.00% | −29−2.1% | Reduced |
| Atlas Brown,Inc. | 1,350 | $247.0K | 0.10% | 00.0% | Unchanged |
| Davis R M Inc | 1,359 | $248.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,357 | $248.0K | 0.06% | +1,357 | New |
| Concord Wealth Partners | 1,362 | $249.0K | 0.06% | +932+216.7% | Added |
| Harvey Investment Co LLC | 1,368 | $250.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,377 | $252.0K | 0.05% | +1+0.1% | Added |
| Comerica Securities,inc. | 1,374 | $252.0K | 0.02% | +1,374 | New |
| Cerity Partners LLC | 1,378 | $252.0K | 0.00% | +1,378 | New |
| Williams Jones Wealth Management, LLC. | 1,391 | $254.0K | 0.00% | +1,391 | New |
| Moody Aldrich Partners LLC | 1,393 | $255.0K | 0.04% | −19−1.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,397 | $255.0K | 0.02% | 00.0% | Unchanged |