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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 892,510 | $163.2M | 0.06% | −848−0.1% | Reduced |
| Parnassus Investments | 939,182 | $171.7M | 0.33% | +60,844+6.9% | Added |
| Legal & General Group Plc | 1,039,826 | $190.1M | 0.06% | −37,686−3.5% | Reduced |
| Norges Bank | 1,058,727 | $193.6M | 0.04% | −10,982−1.0% | Reduced |
| Atlanta Capital Management Co L L C | 1,067,058 | $195.1M | 0.66% | −193,810−15.4% | Reduced |
| Bank of New York Mellon Corp | 1,089,521 | $199.2M | 0.04% | −11,312−1.0% | Reduced |
| Macquarie Group Ltd | 1,157,426 | $211.6M | 0.18% | −13,876−1.2% | Reduced |
| Invesco Ltd. | 1,294,046 | $236.6M | 0.06% | +43,725+3.5% | Added |
| Wells Fargo & Company | 1,356,626 | $248.0M | 0.06% | −221,537−14.0% | Reduced |
| Northern Trust Corp | 1,372,882 | $251.0M | 0.04% | +58,251+4.4% | Added |
| Barclays PLC | 1,508,222 | $275.7M | 0.17% | +272,799+22.1% | Added |
| Jensen Investment Management Inc | 1,671,728 | $305.6M | 2.15% | −83,525−4.8% | Reduced |
| Geode Capital Management, LLC | 2,196,892 | $400.6M | 0.05% | +36,167+1.7% | Added |
| Morgan Stanley | 3,350,693 | $612.6M | 0.08% | +2,232,355+199.6% | Added |
| APG Asset Management N.V. | 4,027,553 | $647.5M | 1.10% | −3,900−0.1% | Reduced |
| Price T Rowe Associates Inc | 3,953,757 | $722.8M | 0.07% | −462,016−10.5% | Reduced |
| Baillie Gifford & Co | 4,139,707 | $756.8M | 0.42% | +57,001+1.4% | Added |
| Janus Henderson Group PLC | 4,665,474 | $852.9M | 0.36% | −979,809−17.4% | Reduced |
| State Street Corp | 4,944,647 | $907.1M | 0.04% | +54,910+1.1% | Added |
| BlackRock Inc. | 9,566,678 | $1.75B | 0.04% | +283,501+3.1% | Added |
| Vanguard Group Inc | 13,606,219 | $2.49B | 0.06% | +131,246+1.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −61,726−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −47,484−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −28,112−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −27,564−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −23,131−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −15,612−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −9,209−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −5,812−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −4,673−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Accretive Wealth Partners, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,889−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| American Research & Management Co. | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Three Peaks Capital Management, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Cascadia Advisory Services, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |