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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
Livforsakringsbolaget Skandia, Omsesidigt1,400$256.0K0.02%00.0%Unchanged
Campion Asset Management LLC1,410$258.0K0.21%00.0%Unchanged
Fort Point Capital Partners LLC1,415$259.0K0.04%−16−1.1%Reduced
Pinnacle Associates Ltd1,422$260.0K0.00%−10−0.7%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,428$261.0K0.01%00.0%Unchanged
Perigon Wealth Management, LLC1,427$261.0K0.02%+1,427New
Optas, LLC1,451$265.0K0.08%+13+0.9%Added
Sound View Wealth Advisors Group, LLC1,461$267.0K0.05%00.0%Unchanged
RMB Capital Management, LLC1,468$268.0K0.01%+154+11.7%Added
River Wealth Advisors LLC1,474$269.0K0.04%+65+4.6%Added
Hutchens & Kramer Investment Management Group, LLC1,759$269.0K0.17%+1,759New
Washington Trust Advisors, Inc.1,486$272.0K0.02%+1,486New
Raymond James Trust N.A.1,496$273.0K0.01%+28+1.9%Added
Buckingham Capital Management, Inc.1,500$274.0K0.04%00.0%Unchanged
Pasadena Private Wealth, LLC1,500$274.0K0.09%00.0%Unchanged
Signaturefd, LLC1,508$276.0K0.01%−26−1.7%Reduced
Gofen & Glossberg LLC1,512$276.0K0.01%+1+0.1%Added
Hancock Whitney Investment Services Inc.1,559$286.0K0.05%+1,559New
Evercore Wealth Management, LLC1,568$287.0K0.00%−480−23.4%Reduced
First Manhattan Co1,572$287.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,574$288.0K0.06%+100+6.8%Added
Ameritas Investment Partners, Inc.1,586$290.0K0.01%00.0%Unchanged
Cresset Asset Management, LLC1,590$292.0K0.00%−3,841−70.7%Reduced
Hudson Capital Management LLC1,600$293.0K0.11%00.0%Unchanged
Los Angeles Capital Management LLC1,615$295.0K0.00%−6,459−80.0%Reduced
Arcadia Investment Management Corp1,617$296.0K0.05%00.0%Unchanged
Ascent Wealth Partners, LLC1,624$297.0K0.05%+53+3.4%Added
Profund Advisors LLC1,632$298.0K0.01%−28−1.7%Reduced
Vivaldi Capital Management, LLC1,638$299.0K0.07%+2+0.1%Added
Mystic Asset Management, Inc.1,650$301.0K0.14%+1,650New
Anchor Investment Management, LLC1,650$301.7K0.04%00.0%Unchanged
Vontobel Holding Ltd.1,670$305.0K0.00%00.0%Unchanged
Ballentine Partners, LLC1,680$307.0K0.01%+1,680New
Bridgefront Capital, LLC1,696$310.0K0.30%+1,696New
Fulton Bank, N.A.1,717$314.0K0.01%+1,717New
Washington Trust Bank1,754$321.0K0.03%+222+14.5%Added
Glenmede Trust Co NA1,772$323.0K0.00%+275+18.4%Added
Astrantus Ltd1,777$325.0K0.24%+1,777New
Aull & Monroe Investment Management Corp1,791$328.0K0.15%00.0%Unchanged
Integrated Advisors Network LLC1,803$330.0K0.02%+52+3.0%Added
Marco Investment Management LLC1,812$331.0K0.03%+12+0.7%Added
Meeder Asset Management Inc1,809$331.0K0.03%+274+17.9%Added
Radnor Capital Management, LLC1,873$342.0K0.08%00.0%Unchanged
Agf Investments Inc.1,870$342.0K0.00%+870+87.0%Added
Spreng Capital Management, Inc.1,875$343.0K0.20%00.0%Unchanged
Empirical Finance, LLC1,886$345.0K0.04%+549+41.1%Added
Machina Capital S.A.S.1,900$347.0K0.84%+1,900New
Corient Capital Partners, LLC1,908$348.0K0.02%+130+7.3%Added
West Family Investments, Inc.1,907$349.0K0.10%−331−14.8%Reduced
IBM Retirement Fund1,919$351.0K0.04%−1,302−40.4%Reduced
IndexIQ Advisors LLC1,933$353.0K0.01%−69−3.4%Reduced
Ethic Inc.1,961$359.0K0.03%+397+25.4%Added
Sofos Investments, Inc.1,306$359.0K0.03%+1,279+4,737.0%Added
FORA Capital, LLC1,962$359.0K0.14%+1,962New
Texas Capital Bank Wealth Management Services Inc1,970$360.0K0.03%−80−3.9%Reduced
Accurate Wealth Management, LLC2,034$361.0K0.30%+60+3.0%Added
JSF Financial, LLC1,975$361.0K0.18%+1,975New
Pathstone Family Office, LLC1,973$362.0K0.01%+366+22.8%Added
Pensionfund DSM Netherlands2,000$366.0K0.04%00.0%Unchanged
Modera Wealth Management, LLC2,003$366.0K0.01%+2,003New
Aquatic Capital Management LLC2,000$366.0K0.71%+2,000New
Carolinas Wealth Consulting LLC2,005$368.0K0.08%+485+31.9%Added
Stephens Inc2,023$370.0K0.01%−370−15.5%Reduced
Banque Cantonale Vaudoise2,031$371.0K0.01%00.0%Unchanged
LifePro Asset Management2,040$373.0K0.11%00.0%Unchanged
CWM, LLC2,061$377.0K0.00%+2,061New
Menard Financial Group LLC2,080$380.0K0.31%+351+20.3%Added
Keybank National Association2,082$381.0K0.00%+327+18.6%Added
Pluribus Labs, LLC2,086$381.0K0.40%+2,086New
Veriti Management LLC2,120$388.0K0.05%+99+4.9%Added
Ami Asset Management Corp2,148$393.0K0.02%+280+15.0%Added
Nomura Holdings Inc2,161$395.0K0.00%−1,307−37.7%Reduced
Alps Advisors Inc2,166$396.0K0.00%+24+1.1%Added
Ifrah Financial Services, Inc.2,178$398.0K0.11%−8−0.4%Reduced
Brown Brothers Harriman & Co2,192$401.0K0.00%−487−18.2%Reduced
Aberdeen Wealth Management LLC2,194$401.0K0.26%00.0%Unchanged
We Are One Seven, LLC2,208$404.0K0.04%+2,208New
Ergoteles LLC2,233$408.0K0.02%+294+15.2%Added
Psagot Value Holdings Ltd. / (Israel)2,239$409.0K0.08%00.0%Unchanged
Tokio Marine Asset Management Co Ltd2,244$410.0K0.03%−1,414−38.7%Reduced
Segment Wealth Management, LLC2,244$410.0K0.04%00.0%Unchanged
Americana Partners, LLC2,250$411.0K0.07%00.0%Unchanged
Old National Bancorp2,250$411.0K0.01%+512+29.5%Added
Advisors Preferred, LLC2,329$421.0K0.04%−177−7.1%Reduced
Hilton Capital Management, LLC2,324$425.0K0.04%+81+3.6%Added
Lido Advisors, LLC2,342$428.0K0.01%+345+17.3%Added
FourThought Financial, LLC2,359$431.0K0.05%−81−3.3%Reduced
DF Dent & Co Inc2,364$432.0K0.00%−92−3.7%Reduced
OPSEU Pension Plan Trust Fund2,417$435.0K0.10%+28+1.2%Added
Heritage Wealth Advisors2,398$438.0K0.02%−2−0.1%Reduced
Paloma Partners Management Co2,400$439.0K0.01%+1,052+78.0%Added
Tudor Investment Corp Et Al2,403$439.0K0.01%+2,403New
Plante Moran Financial Advisors, LLC2,421$443.0K0.07%−199−7.6%Reduced
Busey Wealth Management2,424$443.0K0.02%+67+2.8%Added
Court Place Advisors, LLC2,426$444.0K0.12%00.0%Unchanged
Bokf, NA2,435$445.0K0.01%+550+29.2%Added
Prestige Wealth Management Group LLC2,479$453.0K0.11%+9+0.4%Added
Benchmark Investment Advisors LLC2,493$456.0K0.38%+2,493New
Quent Capital, LLC2,493$456.0K0.10%+2,493New
Chicago Trust Co NA2,527$462.0K0.09%+272+12.1%Added