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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 5,307 | $970.0K | 0.01% | +1,686+46.6% | Added |
| Moloney Securities Asset Management, LLC | 5,336 | $976.0K | 0.17% | +27+0.5% | Added |
| Benjamin Edwards Inc | 5,338 | $976.0K | 0.32% | +90+1.7% | Added |
| Atlas Private Wealth Management | 5,357 | $979.0K | 0.55% | +19+0.4% | Added |
| Park Avenue Securities LLC | 5,415 | $990.0K | 0.02% | +3,635+204.2% | Added |
| Advisor Partners LLC | 5,563 | $1.02M | 0.06% | +199+3.7% | Added |
| Sompo Asset Management Co., Ltd. | 5,580 | $1.02M | 0.20% | −1,090−16.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,645 | $1.03M | 0.08% | +5,645 | New |
| Enterprise Trust & Investment Co | 5,700 | $1.04M | 0.36% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,731 | $1.05M | 0.01% | +357+6.6% | Added |
| Guardian Capital LP | 5,745 | $1.05M | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,756 | $1.05M | 0.06% | +5,756 | New |
| STRS Ohio | 5,760 | $1.05M | 0.00% | −13−0.2% | Reduced |
| CWS Financial Advisors, LLC | 5,864 | $1.07M | 0.38% | +5,864 | New |
| Private Trust Co NA | 5,898 | $1.08M | 0.15% | +20.0% | Added |
| TCTC Holdings, LLC | 5,925 | $1.08M | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,988 | $1.09M | 0.02% | +206+3.6% | Added |
| Lyon Street Capital, LLC | 6,000 | $1.10M | 1.09% | +6,000 | New |
| EFG Asset Management (Americas) Corp. | 6,030 | $1.10M | 0.19% | −752−11.1% | Reduced |
| Biltmore Family Office, LLC | 6,048 | $1.11M | 0.21% | +2,048+51.2% | Added |
| Crawford Investment Counsel Inc | 6,065 | $1.11M | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6,136 | $1.12M | 0.86% | +6,136 | New |
| MAI Capital Management | 6,144 | $1.12M | 0.02% | +4,082+198.0% | Added |
| Spire Wealth Management | 6,272 | $1.15M | 0.03% | +3,625+136.9% | Added |
| Montag & Caldwell, LLC | 6,353 | $1.16M | 0.11% | +340+5.7% | Added |
| Estate Counselors, LLC | 6,392 | $1.17M | 0.14% | +6,392 | New |
| Sepio Capital, LP | 6,402 | $1.17M | 0.09% | −643−9.1% | Reduced |
| Zions Bancorporation, N.A. | 6,418 | $1.17M | 0.10% | +478+8.0% | Added |
| Hilltop Holdings Inc. | 6,422 | $1.17M | 0.12% | −310−4.6% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $1.18M | 0.08% | 00.0% | Unchanged |
| Nordea Investment Management AB | 6,579 | $1.20M | 0.00% | −58,023−89.8% | Reduced |
| Welch & Forbes LLC | 6,681 | $1.22M | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 6,718 | $1.23M | 0.99% | +6,718 | New |
| Verition Fund Management LLC | 6,766 | $1.24M | 0.02% | −7,709−53.3% | Reduced |
| Kesler, Norman & Wride, LLC | 6,914 | $1.26M | 0.27% | +19+0.3% | Added |
| Altium Wealth Management LLC | 6,925 | $1.27M | 0.08% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,926 | $1.27M | 0.14% | +2,149+45.0% | Added |
| CIBC World Markets Inc. | 6,949 | $1.27M | 0.00% | −5,731−45.2% | Reduced |
| New Mexico Educational Retirement Board | 7,050 | $1.29M | 0.04% | −500−6.6% | Reduced |
| Kentucky Retirement Systems | 7,057 | $1.29M | 0.05% | +226+3.3% | Added |
| AdvisorShares Investments LLC | 7,090 | $1.30M | 0.16% | +123+1.8% | Added |
| Investment Management of Virginia LLC | 7,250 | $1.33M | 0.21% | −35−0.5% | Reduced |
| Louisiana State Employees Retirement System | 7,300 | $1.33M | 0.03% | +100+1.4% | Added |
| Regentatlantic Capital LLC | 7,330 | $1.34M | 0.04% | +1,675+29.6% | Added |
| American Century Companies Inc | 7,367 | $1.35M | 0.00% | +1,077+17.1% | Added |
| Pegasus Partners Ltd. | 7,531 | $1.38M | 0.24% | −1,009−11.8% | Reduced |
| Eqis Capital Management, Inc. | 7,724 | $1.41M | 0.10% | −184−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,035 | $1.47M | 0.00% | −188−2.3% | Reduced |
| Boyar Asset Management Inc. | 8,063 | $1.47M | 0.89% | −100−1.2% | Reduced |
| National Asset Management, Inc. | 8,143 | $1.49M | 0.04% | +1,555+23.6% | Added |
| Henshaw Capital LLC | 8,180 | $1.50M | 0.08% | +32+0.4% | Added |
| Change Path, LLC | 8,195 | $1.50M | 0.07% | +881+12.0% | Added |
| Wambolt & Associates, LLC | 8,218 | $1.50M | 0.54% | +396+5.1% | Added |
| Roundview Capital LLC | 8,341 | $1.52M | 0.15% | +706+9.2% | Added |
| Rockefeller Capital Management L.P. | 8,387 | $1.53M | 0.01% | +64+0.8% | Added |
| Swedbank AB | 8,484 | $1.55M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,501 | $1.55M | 0.00% | +5,957+234.2% | Added |
| Teachers Retirement System of the State of Kentucky | 8,550 | $1.56M | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 8,578 | $1.57M | 0.13% | +89+1.0% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.60M | 0.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 8,754 | $1.60M | 0.76% | +79+0.9% | Added |
| SNS Financial Group, LLC | 8,931 | $1.63M | 0.19% | −12−0.1% | Reduced |
| Castellan Group, LLC | 8,955 | $1.64M | 1.13% | −245−2.7% | Reduced |
| Fort, L.P. | 9,056 | $1.66M | 0.54% | −594−6.2% | Reduced |
| Dean Investment Associates, LLC | 9,099 | $1.66M | 0.29% | −591−6.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,100 | $1.66M | 0.10% | +1,340+17.3% | Added |
| Teamwork Financial Advisors, LLC | 9,174 | $1.68M | 0.31% | −385−4.0% | Reduced |
| SG Americas Securities, LLC | 9,292 | $1.70M | 0.01% | −20,230−68.5% | Reduced |
| Suncoast Equity Management | 9,355 | $1.71M | 0.22% | +315+3.5% | Added |
| Northwest Investment Counselors, LLC | 9,382 | $1.72M | 0.42% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 9,385 | $1.72M | 0.32% | +1,685+21.9% | Added |
| Pacer Advisors, Inc. | 9,415 | $1.72M | 0.02% | −10,509−52.7% | Reduced |
| Oregon Public Employees Retirement Fund | 9,431 | $1.72M | 0.02% | −13,760−59.3% | Reduced |
| Silvercrest Asset Management Group LLC | 9,460 | $1.73M | 0.01% | −73−0.8% | Reduced |
| Ossiam | 9,483 | $1.73M | 0.05% | +5+0.1% | Added |
| Securian Asset Management, Inc | 9,566 | $1.75M | 0.03% | −200−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 9,576 | $1.75M | 0.16% | +9,576 | New |
| Westpac Banking Corp | 9,724 | $1.78M | 0.02% | +80+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,734 | $1.78M | 0.04% | −25−0.3% | Reduced |
| Norinchukin Bank, The | 9,975 | $1.82M | 0.02% | −32−0.3% | Reduced |
| Kestra Advisory Services, LLC | 9,980 | $1.82M | 0.02% | +107+1.1% | Added |
| AlphaCrest Capital Management LLC | 10,032 | $1.83M | 0.07% | −3,229−24.3% | Reduced |
| Mercer Global Advisors Inc | 10,540 | $1.93M | 0.01% | −325−3.0% | Reduced |
| Echo Street Capital Management LLC | 10,569 | $1.93M | 0.01% | +6,036+133.2% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.94M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,645 | $1.95M | 0.03% | +160+1.5% | Added |
| Wimmer Associates 1, LLC | 10,686 | $1.95M | 1.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,693 | $1.96M | 0.01% | +5,784+117.8% | Added |
| Mariner, LLC | 10,834 | $1.98M | 0.01% | +10,834 | New |
| Regions Financial Corp | 10,898 | $1.99M | 0.02% | +10,898 | New |
| Achmea Investment Management B.V. | 10,995 | $2.01M | 0.10% | −5,860−34.8% | Reduced |
| Lantz Financial LLC | 11,220 | $2.05M | 0.94% | +111+1.0% | Added |
| Allianz Asset Management GmbH | 11,235 | $2.05M | 0.00% | −24,016−68.1% | Reduced |
| Atria Investments LLC | 11,256 | $2.06M | 0.04% | +543+5.1% | Added |
| Leavell Investment Management, Inc. | 11,225 | $2.06M | 0.14% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,309 | $2.07M | 0.03% | +899+8.6% | Added |
| Lee Financial Co | 11,354 | $2.08M | 0.39% | −30−0.3% | Reduced |
| AE Wealth Management LLC | 11,615 | $2.12M | 0.01% | −46−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,667 | $2.13M | 0.03% | −253−2.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,787 | $2.15M | 0.55% | −242−2.0% | Reduced |