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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 25,972 | $4.75M | 0.07% | +475+1.9% | Added |
| M&G Investment Management Ltd | 26,171 | $4.79M | 0.03% | −2,207−7.8% | Reduced |
| Goelzer Investment Management, Inc. | 26,318 | $4.81M | 0.39% | −660−2.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 27,646 | $5.05M | 0.10% | −2,579−8.5% | Reduced |
| Bank of Nova Scotia | 27,979 | $5.12M | 0.01% | +5,768+26.0% | Added |
| Berger Financial Group, Inc | 28,370 | $5.19M | 0.69% | +788+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,800 | $5.26M | 0.03% | +1,661+6.1% | Added |
| Progressive Investment Management Corp | 28,867 | $5.28M | 1.46% | −319−1.1% | Reduced |
| Appleton Partners Inc | 28,947 | $5.29M | 0.40% | +5,785+25.0% | Added |
| State of Michigan Retirement System | 29,339 | $5.36M | 0.03% | +200+0.7% | Added |
| Guggenheim Capital LLC | 29,604 | $5.41M | 0.03% | +4,976+20.2% | Added |
| Susquehanna Fundamental Investments, LLC | 29,718 | $5.43M | 0.14% | −7,700−20.6% | Reduced |
| Northstar Group, Inc. | 30,090 | $5.50M | 1.31% | +983+3.4% | Added |
| Brown Advisory Inc | 30,117 | $5.51M | 0.01% | +960+3.3% | Added |
| Arizona State Retirement System | 31,629 | $5.78M | 0.04% | −960−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 31,935 | $5.84M | 0.41% | +2,860+9.8% | Added |
| Greenleaf Trust | 32,871 | $6.01M | 0.07% | +613+1.9% | Added |
| Amica Mutual Insurance Co | 33,174 | $6.07M | 0.51% | 00.0% | Unchanged |
| Amalgamated Bank | 33,367 | $6.10M | 0.05% | +6,427+23.9% | Added |
| AQR Capital Management LLC | 33,569 | $6.14M | 0.01% | −19,039−36.2% | Reduced |
| Covington Investment Advisors Inc. | 33,730 | $6.17M | 1.26% | −1,052−3.0% | Reduced |
| DekaBank Deutsche Girozentrale | 33,856 | $6.18M | 0.02% | +2,431+7.7% | Added |
| Royal London Asset Management Ltd | 33,993 | $6.21M | 0.02% | −3,692−9.8% | Reduced |
| Buffington Mohr McNeal | 34,223 | $6.26M | 1.07% | +649+1.9% | Added |
| O'Brien Greene & Co. Inc | 35,557 | $6.50M | 2.14% | +585+1.7% | Added |
| Marks Group Wealth Management, Inc | 35,697 | $6.52M | 0.79% | −49−0.1% | Reduced |
| American International Group, Inc. | 35,808 | $6.55M | 0.03% | −122−0.3% | Reduced |
| Thrivent Financial for Lutherans | 36,368 | $6.65M | 0.01% | −9,319−20.4% | Reduced |
| Nisa Investment Advisors, LLC | 41,792 | $6.65M | 0.05% | −5,473−11.6% | Reduced |
| Seeyond | 36,400 | $6.65M | 0.62% | −7,128−16.4% | Reduced |
| Mattern Capital Management, LLC | 37,390 | $6.84M | 1.20% | −93−0.2% | Reduced |
| Susquehanna International Group, LLP | 37,983 | $6.94M | 0.01% | +10,335+37.4% | Added |
| Fifth Third Bancorp | 38,054 | $6.96M | 0.03% | +8,058+26.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,351 | $7.01M | 0.06% | −4,366−10.2% | Reduced |
| Bell Asset Management Ltd | 38,533 | $7.04M | 1.14% | +379+1.0% | Added |
| Retirement Systems of Alabama | 38,627 | $7.06M | 0.02% | −1,266−3.2% | Reduced |
| Captrust Financial Advisors | 38,878 | $7.13M | 0.05% | +5,809+17.6% | Added |
| Standard Life Aberdeen plc | 39,174 | $7.16M | 0.02% | −6,147−13.6% | Reduced |
| Aviva PLC | 39,351 | $7.19M | 0.03% | +3,966+11.2% | Added |
| State of Alaska, Department of Revenue | 39,451 | $7.21M | 0.07% | −2,086−5.0% | Reduced |
| Ledyard National Bank | 40,166 | $7.34M | 0.70% | −602−1.5% | Reduced |
| Santa Monica Partners LP | 40,793 | $7.46M | 4.75% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 41,031 | $7.50M | 0.22% | +496+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,438 | $7.58M | 0.10% | −4,778−10.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 41,735 | $7.66M | 1.82% | +867+2.1% | Added |
| Middleton & Co Inc | 42,359 | $7.74M | 0.75% | −690−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 42,767 | $7.82M | 0.01% | +14,396+50.7% | Added |
| Value Partners Investments Inc. | 42,956 | $7.83M | 0.64% | +1,031+2.5% | Added |
| McCollum Christoferson Group LLC | 43,159 | $7.89M | 1.78% | +535+1.3% | Added |
| Alberta Investment Management Corp | 43,376 | $7.93M | 0.05% | +19,876+84.6% | Added |
| Treasurer of the State of North Carolina | 43,535 | $7.96M | 0.04% | +180+0.4% | Added |
| Independent Advisor Alliance | 44,135 | $8.07M | 0.40% | −42−0.1% | Reduced |
| Logan Capital Management Inc | 44,234 | $8.09M | 0.35% | −4,211−8.7% | Reduced |
| US Bancorp | 45,039 | $8.23M | 0.01% | +7,839+21.1% | Added |
| Alley Co LLC | 45,185 | $8.26M | 1.31% | +266+0.6% | Added |
| CIBC Asset Management Inc | 46,038 | $8.42M | 0.03% | +215+0.5% | Added |
| Rockland Trust Co | 46,579 | $8.52M | 0.54% | +46,579 | New |
| Palmer Knight Co | 46,908 | $8.58M | 4.01% | +487+1.0% | Added |
| 1623 Capital LLC | 47,000 | $8.59M | 3.36% | 00.0% | Unchanged |
| Blair William & Co | 47,046 | $8.60M | 0.03% | +2,416+5.4% | Added |
| Pictet Asset Management SA | 48,751 | $8.91M | 0.01% | +1,049+2.2% | Added |
| Two Sigma Investments, LP | 48,904 | $8.94M | 0.02% | +30,851+170.9% | Added |
| ProShare Advisors LLC | 49,162 | $8.99M | 0.02% | +5,441+12.4% | Added |
| Aptus Capital Advisors, LLC | 49,444 | $9.05M | 0.31% | +5,932+13.6% | Added |
| Andra AP-fonden | 50,000 | $9.14M | 0.19% | −7,000−12.3% | Reduced |
| BNP Paribas Arbitrage, SA | 50,026 | $9.15M | 0.02% | −2,925−5.5% | Reduced |
| Core Alternative Capital | 54,991 | $9.50M | 1.91% | −1,712−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 53,136 | $9.71M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 54,226 | $9.92M | 0.02% | −230.0% | Reduced |
| Pinebridge Investments, L.P. | 54,304 | $9.93M | 0.10% | −17,206−24.1% | Reduced |
| Motley Fool Asset Management LLC | 54,792 | $10.0M | 0.64% | −208−0.4% | Reduced |
| FineMark National Bank & Trust | 55,138 | $10.1M | 0.39% | +1,608+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 56,138 | $10.3M | 0.10% | +21,610+62.6% | Added |
| Forsta Ap-Fonden | 56,600 | $10.3M | 0.10% | −4,400−7.2% | Reduced |
| Vision Capital Management, Inc. | 57,507 | $10.5M | 1.57% | +542+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,629 | $10.6M | 0.04% | +7,442+14.5% | Added |
| Southernsun Asset Management, LLC | 58,529 | $10.7M | 1.07% | −21,006−26.4% | Reduced |
| Stifel Financial Corp | 58,875 | $10.8M | 0.01% | +8,144+16.1% | Added |
| Advisor Group Holdings, Inc. | 60,022 | $11.0M | 0.02% | +6,059+11.2% | Added |
| Citadel Advisors LLC | 61,587 | $11.3M | 0.01% | +61,587 | New |
| State of New Jersey Common Pension Fund D | 61,682 | $11.3M | 0.03% | −888−1.4% | Reduced |
| FMR LLC | 61,934 | $11.3M | 0.00% | +1,984+3.3% | Added |
| Public Employees Retirement System of Ohio | 63,286 | $11.6M | 0.04% | −2,683−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 63,300 | $11.6M | 0.01% | +3,445+5.8% | Added |
| Asset Management One Co.,Ltd. | 63,645 | $11.7M | 0.04% | −3,474−5.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 63,804 | $11.7M | 0.86% | +953+1.5% | Added |
| Manning & Napier Group, LLC | 64,287 | $11.8M | 0.10% | −4,731−6.9% | Reduced |
| Colony Group LLC | 64,313 | $11.8M | 0.21% | −910−1.4% | Reduced |
| McRae Capital Management Inc | 64,938 | $11.9M | 2.48% | +40.0% | Added |
| Man Group plc | 65,650 | $12.0M | 0.04% | −32,771−33.3% | Reduced |
| Washington Trust Co | 67,959 | $12.4M | 0.47% | −1,511−2.2% | Reduced |
| Congress Wealth Management LLC | 69,002 | $12.6M | 0.25% | +69,002 | New |
| Chevy Chase Trust Holdings, Inc. | 70,177 | $12.8M | 0.04% | −1,412−2.0% | Reduced |
| British Columbia Investment Management Corp | 72,006 | $13.2M | 0.07% | −1,061−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 76,580 | $14.0M | 0.03% | +69,202+938.0% | Added |
| Natixis Advisors, L.P. | 76,793 | $14.0M | 0.05% | +6,775+9.7% | Added |
| Victory Capital Management Inc | 77,882 | $14.2M | 0.01% | +553+0.7% | Added |
| Vigilant Capital Management, LLC | 78,376 | $14.3M | 1.00% | +3,290+4.4% | Added |
| First National Bank of Omaha | 78,861 | $14.4M | 0.69% | −991−1.2% | Reduced |
| Toronto Dominion Bank | 78,994 | $14.4M | 0.02% | −56,018−41.5% | Reduced |