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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 82,017 | $15.0M | 0.03% | +18,172+28.5% | Added |
| Rafferty Asset Management, LLC | 85,235 | $15.6M | 0.08% | +8,571+11.2% | Added |
| Manufacturers Life Insurance Company, The | 86,800 | $15.9M | 0.01% | −18,951−17.9% | Reduced |
| Squarepoint Ops LLC | 87,957 | $16.1M | 0.08% | +48,853+124.9% | Added |
| Mn Services Vermogensbeheer B.V. | 88,830 | $16.2M | 0.10% | +3,100+3.6% | Added |
| State of Wisconsin Investment Board | 92,167 | $16.9M | 0.03% | +696+0.8% | Added |
| AXA S.A. | 92,878 | $17.0M | 0.04% | −32,275−25.8% | Reduced |
| Advisors Asset Management, Inc. | 93,236 | $17.0M | 0.24% | +4,622+5.2% | Added |
| Kelly Lawrence W & Associates Inc | 94,776 | $17.3M | 3.43% | −2,132−2.2% | Reduced |
| Wendell David Associates Inc | 99,570 | $18.2M | 1.84% | −779−0.8% | Reduced |
| Prudential Financial Inc | 105,907 | $18.6M | 0.02% | +2,341+2.3% | Added |
| NFJ Investment Group, LLC | 102,526 | $18.7M | 0.34% | +26,644+35.1% | Added |
| Connectus Wealth, LLC | 106,099 | $19.4M | 0.75% | −656−0.6% | Reduced |
| Bath Savings Trust Co | 106,149 | $19.4M | 2.02% | +1,417+1.4% | Added |
| Diamond Hill Capital Management Inc | 107,807 | $19.7M | 0.07% | −1,648−1.5% | Reduced |
| Great West Life Assurance Co | 113,639 | $20.7M | 0.04% | −30,961−21.4% | Reduced |
| Nicholas Company, Inc. | 118,530 | $21.7M | 0.35% | −350.0% | Reduced |
| New York State Teachers Retirement System | 123,268 | $22.5M | 0.04% | −2,900−2.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 124,200 | $22.7M | 0.04% | +8,100+7.0% | Added |
| Truist Financial Corp | 125,089 | $22.9M | 0.03% | −4,270−3.3% | Reduced |
| Veritas Investment Management (UK) Ltd | 125,360 | $22.9M | 3.54% | −6,675−5.1% | Reduced |
| FIL Ltd | 126,563 | $23.1M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 127,292 | $23.4M | 0.01% | −23,858−15.8% | Reduced |
| HSBC Holdings PLC | 136,039 | $24.9M | 0.03% | −15,349−10.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 139,102 | $25.4M | 0.05% | −17,619−11.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 139,059 | $25.4M | 0.33% | +139,059 | New |
| Dearborn Partners LLC | 144,494 | $26.4M | 0.96% | +225+0.2% | Added |
| Russell Investments Group, Ltd. | 147,446 | $27.0M | 0.04% | −1,512−1.0% | Reduced |
| Citigroup Inc | 147,622 | $27.0M | 0.02% | −16,986−10.3% | Reduced |
| Korea Investment CORP | 147,900 | $27.0M | 0.07% | +112,500+317.8% | Added |
| Congress Asset Management Co | 149,750 | $27.4M | 0.21% | −15,609−9.4% | Reduced |
| State Board of Administration of Florida Retirement System | 150,117 | $27.4M | 0.05% | −1,257−0.8% | Reduced |
| Principal Financial Group Inc | 153,594 | $28.1M | 0.02% | −2,401−1.5% | Reduced |
| TD Asset Management Inc | 155,153 | $28.4M | 0.02% | +38,530+33.0% | Added |
| Motley Fool Wealth Management, LLC | 159,685 | $29.2M | 1.27% | −3,751−2.3% | Reduced |
| Copeland Capital Management, LLC | 165,665 | $30.3M | 0.79% | −555−0.3% | Reduced |
| Storebrand Asset Management AS | 169,578 | $31.0M | 0.14% | +3,392+2.0% | Added |
| Geneva Capital Management LLC | 169,684 | $31.0M | 0.50% | −5,984−3.4% | Reduced |
| Credit Suisse AG | 169,996 | $31.1M | 0.02% | −8,918−5.0% | Reduced |
| New York State Common Retirement Fund | 177,469 | $32.4M | 0.03% | −6,371−3.5% | Reduced |
| Boston Trust Walden Corp | 181,414 | $33.2M | 0.27% | +830.0% | Added |
| NN Investment Partners Holdings N.V. | 181,686 | $33.2M | 0.17% | 00.0% | Unchanged |
| LPL Financial LLC | 182,276 | $33.3M | 0.03% | −20,312−10.0% | Reduced |
| National Pension Service | 188,289 | $34.4M | 0.06% | −5,416−2.8% | Reduced |
| Boston Private Wealth LLC | 193,794 | $35.4M | 0.58% | −1,341−0.7% | Reduced |
| Ameriprise Financial Inc | 198,845 | $36.1M | 0.01% | −18,238−8.4% | Reduced |
| UBS Group AG | 198,913 | $36.4M | 0.01% | −146−0.1% | Reduced |
| Loomis Sayles & Co L P | 201,846 | $36.9M | 0.04% | −2,061−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 203,834 | $37.3M | 0.04% | +203,834 | New |
| Ensemble Capital Management, LLC | 205,876 | $37.6M | 2.83% | −8,665−4.0% | Reduced |
| California State Teachers Retirement System | 206,797 | $37.8M | 0.04% | +3,019+1.5% | Added |
| PGGM Investments | 209,453 | $38.3M | 0.19% | +3,310+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 227,957 | $41.7M | 0.14% | +23,618+11.6% | Added |
| Envestnet Asset Management Inc | 228,824 | $41.8M | 0.02% | +43,308+23.3% | Added |
| Earnest Partners LLC | 230,184 | $42.1M | 0.24% | +69,356+43.1% | Added |
| Rhumbline Advisers | 237,414 | $43.4M | 0.05% | +4,726+2.0% | Added |
| HM Payson & Co | 242,524 | $44.3M | 0.96% | +14,184+6.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 253,540 | $46.4M | 0.42% | −6,841−2.6% | Reduced |
| Commerce Bank | 256,295 | $46.9M | 0.31% | −3,483−1.3% | Reduced |
| Raymond James & Associates | 259,563 | $47.5M | 0.04% | +10,554+4.2% | Added |
| Mackenzie Financial Corp | 261,848 | $47.9M | 0.06% | +4,177+1.6% | Added |
| Alta Capital Management LLC | 281,523 | $51.5M | 2.66% | +2,529+0.9% | Added |
| Douglas Lane & Associates, LLC | 290,707 | $53.1M | 0.71% | −29,380−9.2% | Reduced |
| JPMorgan Chase & Co | 293,966 | $53.7M | 0.01% | −53,480−15.4% | Reduced |
| Deutsche Bank AG | 296,603 | $54.2M | 0.02% | −11,172−3.6% | Reduced |
| Royal Bank of Canada | 296,867 | $54.3M | 0.01% | −21,700−6.8% | Reduced |
| London Co of Virginia | 297,478 | $54.4M | 0.27% | −12,067−3.9% | Reduced |
| GW&K Investment Management, LLC | 301,016 | $55.0M | 0.46% | −1,926−0.6% | Reduced |
| King Luther Capital Management Corp | 319,193 | $58.4M | 0.26% | −14,267−4.3% | Reduced |
| Nuveen Asset Management, LLC | 343,873 | $62.9M | 0.02% | −38,598−10.1% | Reduced |
| Eaton Vance Management | 360,193 | $65.8M | 0.08% | +64,350+21.8% | Added |
| Nissay Asset Management Corp | 376,728 | $68.9M | 0.53% | +2,673+0.7% | Added |
| Boston Financial Mangement LLC | 379,604 | $69.4M | 2.52% | −11,345−2.9% | Reduced |
| Schwartz Investment Counsel Inc | 391,600 | $71.6M | 2.78% | −57,150−12.7% | Reduced |
| Goldman Sachs Group Inc | 392,960 | $71.8M | 0.02% | +113,033+40.4% | Added |
| First Trust Advisors LP | 420,921 | $77.0M | 0.07% | −43,644−9.4% | Reduced |
| Rathbone Brothers plc | 435,100 | $79.5M | 0.77% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 438,603 | $80.2M | 1.78% | +13,000+3.1% | Added |
| Swiss National Bank | 441,582 | $80.7M | 0.05% | −17,800−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 444,185 | $81.2M | 0.17% | +117,629+36.0% | Added |
| Parametric Portfolio Associates LLC | 500,554 | $91.5M | 0.05% | +47,950+10.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 527,327 | $96.4M | 0.06% | +118,885+29.1% | Added |
| Amundi | 591,293 | $96.7M | 0.06% | +51,525+9.5% | Added |
| Anchor Capital Advisors LLC | 529,472 | $96.8M | 1.92% | −9,376−1.7% | Reduced |
| Ninety One UK Ltd | 533,665 | $97.6M | 0.23% | +6,104+1.2% | Added |
| Bristol Gate Capital Partners Inc. | 539,103 | $98.6M | 4.43% | +2,778+0.5% | Added |
| Alliancebernstein L.P. | 543,316 | $99.3M | 0.04% | −43,582−7.4% | Reduced |
| Charles Schwab Investment Management Inc | 550,548 | $100.7M | 0.03% | +19,295+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 565,486 | $103.4M | 0.22% | −25,308−4.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 614,827 | $112.4M | 0.26% | +24,452+4.1% | Added |
| UBS Asset Management Americas Inc | 621,144 | $113.6M | 0.04% | −5,827−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 640,506 | $117.1M | 0.25% | −627,620−49.5% | Reduced |
| Baird Financial Group, Inc. | 649,210 | $118.7M | 0.28% | +61,340+10.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 682,571 | $124.8M | 3.76% | +10,720+1.6% | Added |
| Fayez Sarofim & Co | 684,672 | $125.2M | 0.38% | −56,487−7.6% | Reduced |
| Bank of America Corp | 783,844 | $143.3M | 0.02% | +41,672+5.6% | Added |
| Confluence Investment Management LLC | 795,994 | $145.5M | 1.93% | −5,047−0.6% | Reduced |
| Dimensional Fund Advisors LP | 819,661 | $149.8M | 0.05% | +7,665+0.9% | Added |
| Bahl & Gaynor Inc | 828,186 | $151.4M | 0.85% | −1,808−0.2% | Reduced |
| California Public Employees Retirement System | 878,230 | $160.6M | 0.11% | −18,953−2.1% | Reduced |