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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 11,822 | $2.16M | 0.05% | +1,005+9.3% | Added |
| Bright Rock Capital Management, LLC | 12,000 | $2.19M | 0.50% | +12,000 | New |
| Crossmark Global Holdings, Inc. | 12,045 | $2.20M | 0.05% | +916+8.2% | Added |
| Occidental Asset Management, LLC | 12,051 | $2.20M | 0.52% | +469+4.0% | Added |
| Princeton Global Asset Management LLC | 12,122 | $2.22M | 0.62% | +200+1.7% | Added |
| Capital Fund Management S.A. | 12,245 | $2.24M | 0.06% | −9,535−43.8% | Reduced |
| Whittier Trust Co | 12,254 | $2.24M | 0.04% | +139+1.1% | Added |
| Sugarloaf Wealth Management, LLC | 12,284 | $2.25M | 0.53% | +845+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,309 | $2.25M | 0.01% | +181+1.5% | Added |
| Bridgewater Associates, LP | 12,315 | $2.25M | 0.01% | +10,772+698.1% | Added |
| Siemens Fonds Invest GmbH | 12,380 | $2.26M | 0.15% | −1,999−13.9% | Reduced |
| Vise Technologies, Inc. | 12,551 | $2.29M | 0.62% | +12,551 | New |
| Catalyst Capital Advisors LLC | 12,591 | $2.30M | 0.11% | 00.0% | Unchanged |
| American Portfolios Advisors | 12,725 | $2.33M | 0.08% | +1,258+11.0% | Added |
| Oxbow Advisors, LLC | 12,740 | $2.33M | 0.22% | −408−3.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.36M | 1.41% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 13,000 | $2.38M | 1.15% | +13,000 | New |
| Mount Yale Investment Advisors, LLC | 13,228 | $2.42M | 0.25% | −178−1.3% | Reduced |
| HBK Sorce Advisory LLC | 13,289 | $2.43M | 0.12% | −35−0.3% | Reduced |
| Private Advisor Group, LLC | 13,533 | $2.47M | 0.02% | −7,976−37.1% | Reduced |
| Stratos Wealth Partners, LTD. | 13,547 | $2.48M | 0.05% | +673+5.2% | Added |
| Fulcrum Asset Management LLP | – | $2.53M | 1.24% | – | – |
| Buckhead Capital Management LLC | 13,896 | $2.54M | 0.54% | +1,760+14.5% | Added |
| Tributary Capital Management, LLC | 13,916 | $2.54M | 0.19% | −685−4.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,001 | $2.56M | 0.11% | +240+1.7% | Added |
| Aigen Investment Management, LP | 14,616 | $2.57M | 0.16% | +8,550+140.9% | Added |
| Coldstream Capital Management Inc | 14,335 | $2.62M | 0.08% | +6,937+93.8% | Added |
| Daiwa Securities Group Inc. | 14,554 | $2.66M | 0.02% | −3,875−21.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,633 | $2.67M | 0.03% | +75+0.5% | Added |
| SEI Investments Co | 14,694 | $2.71M | 0.01% | +521+3.7% | Added |
| Panagora Asset Management Inc | 14,970 | $2.74M | 0.01% | −3,434−18.7% | Reduced |
| Neuberger Berman Group LLC | 16,593 | $2.75M | 0.00% | +3,497+26.7% | Added |
| KBC Group NV | 15,054 | $2.75M | 0.01% | −5,886−28.1% | Reduced |
| IFM Investors Pty Ltd | 15,147 | $2.77M | 0.05% | −150−1.0% | Reduced |
| Ceera Investments, LLC | 15,162 | $2.77M | 1.44% | −30−0.2% | Reduced |
| National Bank of Canada | 15,236 | $2.78M | 0.01% | +15,236 | New |
| Bowling Portfolio Management LLC | 15,237 | $2.79M | 0.58% | −355−2.3% | Reduced |
| Mutual of America Capital Management LLC | 15,393 | $2.81M | 0.03% | +153+1.0% | Added |
| Public Employees Retirement Association of Colorado | 15,503 | $2.83M | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 15,635 | $2.86M | 0.15% | +15,635 | New |
| Millennium Management LLC | 15,664 | $2.86M | 0.00% | −1,363−8.0% | Reduced |
| ING Groep NV | 15,711 | $2.87M | 0.03% | +5,846+59.3% | Added |
| Cidel Asset Management Inc | 15,960 | $2.92M | 0.11% | −2,287−12.5% | Reduced |
| Prudential PLC | 16,049 | $2.93M | 0.04% | −543−3.3% | Reduced |
| Texas Permanent School Fund | 16,080 | $2.94M | 0.04% | −1,868−10.4% | Reduced |
| Creative Planning | 16,198 | $2.96M | 0.00% | +243+1.5% | Added |
| Comerica Bank | 19,681 | $2.99M | 0.02% | +122+0.6% | Added |
| M&T Bank Corp | 16,459 | $3.01M | 0.01% | −157−0.9% | Reduced |
| Caldwell Investment Management Ltd. | 16,700 | $3.07M | 2.40% | +16,700 | New |
| PFG Advisors | 17,050 | $3.12M | 0.31% | −580−3.3% | Reduced |
| Gotham Asset Management, LLC | 17,219 | $3.15M | 0.10% | −554−3.1% | Reduced |
| Wealthfront Advisers LLC | 17,327 | $3.17M | 0.01% | +4,467+34.7% | Added |
| Cypress Capital Management LLC | 17,375 | $3.18M | 0.36% | +3,670+26.8% | Added |
| MD Financial Management Inc. | 17,428 | $3.19M | 0.08% | −363−2.0% | Reduced |
| Mackay Shields LLC | 17,480 | $3.20M | 0.03% | −361−2.0% | Reduced |
| HighTower Advisors, LLC | 17,928 | $3.28M | 0.01% | −16,252−47.5% | Reduced |
| Long Road Investment Counsel, LLC | 17,950 | $3.28M | 1.30% | 00.0% | Unchanged |
| Natixis | 18,084 | $3.31M | 0.01% | −23,867−56.9% | Reduced |
| Metropolitan Life Insurance Co | 18,090 | $3.31M | 0.04% | −386−2.1% | Reduced |
| Advisory Services Network, LLC | 18,390 | $3.36M | 0.10% | +459+2.6% | Added |
| Fiera Capital Corp | 18,395 | $3.36M | 0.01% | +1,660+9.9% | Added |
| Garrison Asset Management, LLC | 18,699 | $3.42M | 1.86% | +40.0% | Added |
| Gulf International Bank (UK) Ltd | 19,262 | $3.52M | 0.05% | −4,100−17.5% | Reduced |
| State of Tennessee, Treasury Department | 19,324 | $3.53M | 0.01% | −297−1.5% | Reduced |
| Public Sector Pension Investment Board | 19,450 | $3.56M | 0.02% | −160−0.8% | Reduced |
| Xponance, Inc. | 19,747 | $3.61M | 0.06% | +1,561+8.6% | Added |
| Vestcor Inc | 20,174 | $3.69M | 0.13% | −977−4.6% | Reduced |
| Burney Co | 20,214 | $3.70M | 0.16% | −503−2.4% | Reduced |
| Aureus Asset Management, LLC | 20,314 | $3.71M | 0.23% | +2,630+14.9% | Added |
| HighTower Trust Services, LTA | 20,335 | $3.72M | 0.36% | +12+0.1% | Added |
| Handelsbanken Fonder AB | 20,448 | $3.74M | 0.02% | −6,539−24.2% | Reduced |
| Shell Asset Management Co | 20,826 | $3.81M | 0.08% | −11,792−36.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 20,854 | $3.81M | 0.02% | −26−0.1% | Reduced |
| Utah Retirement Systems | 20,991 | $3.84M | 0.05% | +100+0.5% | Added |
| DnB Asset Management AS | 21,418 | $3.92M | 0.02% | −1,856−8.0% | Reduced |
| Fruth Investment Management | 21,562 | $3.94M | 1.08% | −670−3.0% | Reduced |
| Janney Montgomery Scott LLC | 21,624 | $3.95M | 0.02% | +825+4.0% | Added |
| Griffin Asset Management, Inc. | 21,627 | $3.95M | 0.49% | −784−3.5% | Reduced |
| Brown Capital Management LLC | 21,746 | $3.98M | 0.03% | +1,559+7.7% | Added |
| Cynosure Management, LLC | 21,823 | $3.99M | 3.01% | −1,603−6.8% | Reduced |
| First Republic Investment Management, Inc. | 22,336 | $4.08M | 0.01% | +2,751+14.0% | Added |
| American Money Management, LLC | 22,700 | $4.15M | 1.08% | −269−1.2% | Reduced |
| Teacher Retirement System of Texas | 22,737 | $4.16M | 0.02% | +4,209+22.7% | Added |
| Great Lakes Advisors, LLC | 22,834 | $4.17M | 0.06% | +1,901+9.1% | Added |
| Security National Bank | 22,849 | $4.18M | 0.95% | −670−2.8% | Reduced |
| Capitolis Advisors LLC | 22,912 | $4.19M | 0.02% | +22,912 | New |
| First Hawaiian Bank | 23,212 | $4.24M | 0.12% | +2,777+13.6% | Added |
| Yousif Capital Management, LLC | 23,570 | $4.31M | 0.04% | +23,570 | New |
| Nomura Asset Management Co Ltd | 23,932 | $4.38M | 0.02% | −69−0.3% | Reduced |
| Parsons Capital Management Inc | 24,239 | $4.43M | 0.32% | −495−2.0% | Reduced |
| Intrust Bank NA | 24,293 | $4.44M | 0.53% | −580−2.3% | Reduced |
| TownSquare Capital, LLC | 24,343 | $4.45M | 0.11% | +2,001+9.0% | Added |
| Commonwealth Equity Services, LLC | 24,349 | $4.45M | 0.01% | +1,344+5.8% | Added |
| Ci Investments Inc. | 24,845 | $4.54M | 0.02% | +898+3.7% | Added |
| Institutional & Family Asset Management, LLC | 25,211 | $4.61M | 0.72% | −1,373−5.2% | Reduced |
| SRN Advisors, LLC | 25,389 | $4.64M | 1.67% | −2,587−9.2% | Reduced |
| USS Investment Management Ltd | 25,574 | $4.68M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 25,756 | $4.71M | 0.04% | −480−1.8% | Reduced |
| Schroder Investment Management Group | 25,780 | $4.71M | 0.01% | −39,947−60.8% | Reduced |
| Qube Research & Technologies Ltd | 25,890 | $4.73M | 0.04% | +25,890 | New |