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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
Redpoint Investment Management Pty Ltd2,535$463.0K0.04%00.0%Unchanged
Avestar Capital, LLC2,542$466.0K0.09%+179+7.6%Added
Resources Management Corp2,555$467.0K0.06%−100−3.8%Reduced
Ieq Capital, LLC2,559$468.0K0.01%+585+29.6%Added
Vestmark Advisory Solutions, Inc.2,568$470.0K0.03%−69−2.6%Reduced
Everence Capital Management Inc2,596$475.0K0.04%00.0%Unchanged
Pitcairn Co2,610$477.0K0.03%00.0%Unchanged
Wetherby Asset Management Inc2,610$477.0K0.03%+180+7.4%Added
Bradley Foster & Sargent Inc2,613$478.0K0.01%+299+12.9%Added
Central Trust Co2,622$479.0K0.01%−75−2.8%Reduced
Avantax Advisory Services, Inc.2,631$481.0K0.01%+562+27.2%Added
Cigna Investments Inc2,657$486.0K0.04%−1,029−27.9%Reduced
WealthTrust Axiom LLC2,681$490.0K0.16%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc2,687$491.0K0.16%00.0%Unchanged
Walleye Trading LLC2,702$494.0K0.01%+2,702New
Polaris Wealth Advisory Group, LLC2,707$495.0K0.03%00.0%Unchanged
Sigma Planning Corp2,712$496.0K0.01%+220+8.8%Added
Financial Architects, Inc2,754$503.0K0.07%−463−14.4%Reduced
Naples Global Advisors, LLC2,800$512.0K0.06%+40+1.4%Added
Guardian Wealth Advisors, LLC2,823$516.0K0.22%+2,823New
Sciencast Management LP2,876$518.0K0.09%+2,876New
Davenport & Co LLC2,842$520.0K0.00%+1,028+56.7%Added
Beaumont Financial Partners, LLC2,891$529.0K0.04%00.0%Unchanged
Alphasimplex Group, LLC2,911$532.0K0.91%−1,008−25.7%Reduced
Wellington Shields Capital Management, LLC2,983$545.0K0.07%00.0%Unchanged
Argent Trust Co3,011$550.0K0.03%−20−0.7%Reduced
FDx Advisors, Inc.3,010$550.0K0.02%+200+7.1%Added
Kentucky Retirement Systems Insurance Trust Fund3,090$565.0K0.05%+37+1.2%Added
Virtu Financial LLC3,105$568.0K0.06%+3,105New
Albion Financial Group3,164$578.0K0.05%+1,190+60.3%Added
Wealth Alliance3,179$582.0K0.12%+112+3.7%Added
Websterrogers Financial Advisors, LLC3,210$587.0K0.13%+3,210New
TD Private Client Wealth LLC3,215$587.8K0.02%−308−8.7%Reduced
Bridgewater Advisors Inc.3,251$594.0K0.13%00.0%Unchanged
Davy Global Fund Management Ltd3,251$594.0K0.09%+206+6.8%Added
O'Shares Investment Advisers, LLC3,248$594.0K0.04%+233+7.7%Added
Shore Point Advisors, LLC3,257$595.0K0.49%+3,257New
Veritable, L.P.3,282$600.0K0.01%+18+0.6%Added
D.B. Root & Company, LLC3,303$603.0K0.22%00.0%Unchanged
Gyroscope Capital Management Group, LLC3,307$605.0K0.22%−642−16.3%Reduced
Signet Financial Management, LLC3,326$608.0K0.09%+29+0.9%Added
Wellington Management Group LLP3,331$609.0K0.00%+75+2.3%Added
Donaldson Capital Management, LLC3,357$614.0K0.03%−30−0.9%Reduced
Illinois Municipal Retirement Fund3,356$614.0K0.02%00.0%Unchanged
Mission Wealth Management, LP3,378$618.0K0.03%+61+1.8%Added
Parkside Financial Bank & Trust3,401$622.0K0.15%+3,276+2,620.8%Added
TrinityPoint Wealth, LLC3,409$623.0K0.11%−16−0.5%Reduced
DT Investment Partners, LLC3,422$626.0K0.08%−850−19.9%Reduced
Simmons Bank3,444$630.0K0.04%−421−10.9%Reduced
Ironwood Investment Counsel, LLC10,166$633.0K0.14%+38+0.4%Added
Platform Technology Partners3,540$647.0K0.28%00.0%Unchanged
Vident Investment Advisory, LLC3,571$653.0K0.02%−191−5.1%Reduced
Gateway Advisory, LLC3,583$655.0K0.14%00.0%Unchanged
Stokes Capital Advisors, LLC3,630$664.0K0.20%+85+2.4%Added
Prospera Financial Services Inc3,699$676.0K0.03%−354−8.7%Reduced
Advisors Capital Management, LLC3,702$677.0K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC3,722$680.0K0.21%+3+0.1%Added
Eukles Asset Management3,717$680.0K0.33%+6+0.2%Added
Amica Retiree Medical Trust3,779$691.0K0.59%00.0%Unchanged
Cetera Advisor Networks LLC3,895$712.0K0.01%−37−0.9%Reduced
Huntington National Bank3,949$722.0K0.01%+223+6.0%Added
Ashfield Capital Partners, LLC3,966$725.0K0.05%00.0%Unchanged
Sound Financial Strategies Group, LLC3,973$726.0K0.36%−61−1.5%Reduced
Bank Ozk4,000$731.0K0.30%00.0%Unchanged
Quadrant Capital Group LLC4,005$732.0K0.09%+1,194+42.5%Added
O'Shaughnessy Asset Management, LLC4,021$735.0K0.01%+93+2.4%Added
Bessemer Group Inc4,033$737.0K0.00%+1,486+58.3%Added
United Capital Financial Advisers, LLC4,054$741.0K0.00%−37−0.9%Reduced
People's United Financial, Inc.4,067$744.0K0.02%−850−17.3%Reduced
Renaissance Technologies LLC4,100$750.0K0.00%−318,300−98.7%Reduced
Integrated Wealth Concepts LLC4,120$753.0K0.02%+47+1.2%Added
Swiss Life Asset Management Ltd4,155$759.6K0.01%−7,812−65.3%Reduced
CIBC World Markets Corp4,156$760.0K0.00%−2,393−36.5%Reduced
Ropes Wealth Advisors LLC4,164$761.0K0.13%00.0%Unchanged
SeaCrest Wealth Management, LLC4,184$765.0K0.08%+137+3.4%Added
Wealthsource Partners, LLC4,205$769.0K0.06%+37+0.9%Added
Strategy Asset Managers LLC4,210$770.0K0.20%−1,741−29.3%Reduced
Cambridge Trust Co4,281$783.0K0.03%+1,850+76.1%Added
Accredited Investors Inc.4,295$785.0K0.07%00.0%Unchanged
East Coast Asset Management, LLC.4,346$795.0K0.18%−1,250−22.3%Reduced
First Horizon Advisors, Inc.4,368$798.0K0.02%+554+14.5%Added
Clarkston Capital Partners, LLC4,400$804.0K0.01%−250−5.4%Reduced
H. L. Ormond & Company, LLC5,425$807.0K0.95%+5,425New
ETF Managers Group, LLC4,485$820.0K0.02%+213+5.0%Added
Wall Street Access Asset Management, LLC4,500$822.0K0.44%−5,730−56.0%Reduced
AGF Investments LLC4,532$829.0K0.07%+980+27.6%Added
Horizon Kinetics Asset Management LLC4,564$834.0K0.02%00.0%Unchanged
Clarius Group, LLC4,570$835.0K0.07%+142+3.2%Added
Symmetry Partners, LLC4,801$878.0K0.06%00.0%Unchanged
Umb Bank N A4,851$886.0K0.01%+4,851New
JustInvest LLC4,866$890.0K0.05%+2,236+85.0%Added
Johnson Investment Counsel Inc4,895$898.0K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.4,916$899.0K0.87%+4,916New
Fiduciary Trust Co4,927$901.0K0.01%+35+0.7%Added
Leverage Partners Absolute Return Fund SPC5,000$914.0K0.53%00.0%Unchanged
Fiduciary Planning LLC5,049$923.0K0.52%+78+1.6%Added
McElhenny Sheffield Capital Management, LLC5,083$929.0K0.35%+905+21.7%Added
Candriam Luxembourg S.C.A.5,204$951.0K0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC5,245$959.0K0.02%−31−0.6%Reduced
Toroso Investments, LLC5,255$961.0K0.03%+1,507+40.2%Added