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 |
|---|---|---|---|---|---|
| Veritas Investment Management (UK) Ltd | 125,360 | $22.9M | 3.54% | −6,675−5.1% | Reduced |
| Truist Financial Corp | 125,089 | $22.9M | 0.03% | −4,270−3.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 124,200 | $22.7M | 0.04% | +8,100+7.0% | Added |
| New York State Teachers Retirement System | 123,268 | $22.5M | 0.04% | −2,900−2.3% | Reduced |
| Nicholas Company, Inc. | 118,530 | $21.7M | 0.35% | −350.0% | Reduced |
| Great West Life Assurance Co | 113,639 | $20.7M | 0.04% | −30,961−21.4% | Reduced |
| Diamond Hill Capital Management Inc | 107,807 | $19.7M | 0.07% | −1,648−1.5% | Reduced |
| Bath Savings Trust Co | 106,149 | $19.4M | 2.02% | +1,417+1.4% | Added |
| Connectus Wealth, LLC | 106,099 | $19.4M | 0.75% | −656−0.6% | Reduced |
| NFJ Investment Group, LLC | 102,526 | $18.7M | 0.34% | +26,644+35.1% | Added |
| Prudential Financial Inc | 105,907 | $18.6M | 0.02% | +2,341+2.3% | Added |
| Wendell David Associates Inc | 99,570 | $18.2M | 1.84% | −779−0.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 94,776 | $17.3M | 3.43% | −2,132−2.2% | Reduced |
| Advisors Asset Management, Inc. | 93,236 | $17.0M | 0.24% | +4,622+5.2% | Added |
| AXA S.A. | 92,878 | $17.0M | 0.04% | −32,275−25.8% | Reduced |
| State of Wisconsin Investment Board | 92,167 | $16.9M | 0.03% | +696+0.8% | Added |
| Mn Services Vermogensbeheer B.V. | 88,830 | $16.2M | 0.10% | +3,100+3.6% | Added |
| Squarepoint Ops LLC | 87,957 | $16.1M | 0.08% | +48,853+124.9% | Added |
| Manufacturers Life Insurance Company, The | 86,800 | $15.9M | 0.01% | −18,951−17.9% | Reduced |
| Rafferty Asset Management, LLC | 85,235 | $15.6M | 0.08% | +8,571+11.2% | Added |
| Voya Investment Management LLC | 82,017 | $15.0M | 0.03% | +18,172+28.5% | Added |
| Toronto Dominion Bank | 78,994 | $14.4M | 0.02% | −56,018−41.5% | Reduced |
| First National Bank of Omaha | 78,861 | $14.4M | 0.69% | −991−1.2% | Reduced |
| Vigilant Capital Management, LLC | 78,376 | $14.3M | 1.00% | +3,290+4.4% | Added |
| Victory Capital Management Inc | 77,882 | $14.2M | 0.01% | +553+0.7% | Added |
| Natixis Advisors, L.P. | 76,793 | $14.0M | 0.05% | +6,775+9.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 76,580 | $14.0M | 0.03% | +69,202+938.0% | Added |
| British Columbia Investment Management Corp | 72,006 | $13.2M | 0.07% | −1,061−1.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 70,177 | $12.8M | 0.04% | −1,412−2.0% | Reduced |
| Congress Wealth Management LLC | 69,002 | $12.6M | 0.25% | +69,002 | New |
| Washington Trust Co | 67,959 | $12.4M | 0.47% | −1,511−2.2% | Reduced |
| Man Group plc | 65,650 | $12.0M | 0.04% | −32,771−33.3% | Reduced |
| McRae Capital Management Inc | 64,938 | $11.9M | 2.48% | +40.0% | Added |
| Colony Group LLC | 64,313 | $11.8M | 0.21% | −910−1.4% | Reduced |
| Manning & Napier Group, LLC | 64,287 | $11.8M | 0.10% | −4,731−6.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 63,804 | $11.7M | 0.86% | +953+1.5% | Added |
| Asset Management One Co.,Ltd. | 63,645 | $11.7M | 0.04% | −3,474−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 63,300 | $11.6M | 0.01% | +3,445+5.8% | Added |
| Public Employees Retirement System of Ohio | 63,286 | $11.6M | 0.04% | −2,683−4.1% | Reduced |
| FMR LLC | 61,934 | $11.3M | 0.00% | +1,984+3.3% | Added |
| State of New Jersey Common Pension Fund D | 61,682 | $11.3M | 0.03% | −888−1.4% | Reduced |
| Citadel Advisors LLC | 61,587 | $11.3M | 0.01% | +61,587 | New |
| Advisor Group Holdings, Inc. | 60,022 | $11.0M | 0.02% | +6,059+11.2% | Added |
| Stifel Financial Corp | 58,875 | $10.8M | 0.01% | +8,144+16.1% | Added |
| Southernsun Asset Management, LLC | 58,529 | $10.7M | 1.07% | −21,006−26.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,629 | $10.6M | 0.04% | +7,442+14.5% | Added |
| Vision Capital Management, Inc. | 57,507 | $10.5M | 1.57% | +542+1.0% | Added |
| Forsta Ap-Fonden | 56,600 | $10.3M | 0.10% | −4,400−7.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 56,138 | $10.3M | 0.10% | +21,610+62.6% | Added |
| FineMark National Bank & Trust | 55,138 | $10.1M | 0.39% | +1,608+3.0% | Added |
| Motley Fool Asset Management LLC | 54,792 | $10.0M | 0.64% | −208−0.4% | Reduced |
| Pinebridge Investments, L.P. | 54,304 | $9.93M | 0.10% | −17,206−24.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,226 | $9.92M | 0.02% | −230.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 53,136 | $9.71M | 0.12% | 00.0% | Unchanged |
| Core Alternative Capital | 54,991 | $9.50M | 1.91% | −1,712−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 50,026 | $9.15M | 0.02% | −2,925−5.5% | Reduced |
| Andra AP-fonden | 50,000 | $9.14M | 0.19% | −7,000−12.3% | Reduced |
| Aptus Capital Advisors, LLC | 49,444 | $9.05M | 0.31% | +5,932+13.6% | Added |
| ProShare Advisors LLC | 49,162 | $8.99M | 0.02% | +5,441+12.4% | Added |
| Two Sigma Investments, LP | 48,904 | $8.94M | 0.02% | +30,851+170.9% | Added |
| Pictet Asset Management SA | 48,751 | $8.91M | 0.01% | +1,049+2.2% | Added |
| Blair William & Co | 47,046 | $8.60M | 0.03% | +2,416+5.4% | Added |
| 1623 Capital LLC | 47,000 | $8.59M | 3.36% | 00.0% | Unchanged |
| Palmer Knight Co | 46,908 | $8.58M | 4.01% | +487+1.0% | Added |
| Rockland Trust Co | 46,579 | $8.52M | 0.54% | +46,579 | New |
| CIBC Asset Management Inc | 46,038 | $8.42M | 0.03% | +215+0.5% | Added |
| Alley Co LLC | 45,185 | $8.26M | 1.31% | +266+0.6% | Added |
| US Bancorp | 45,039 | $8.23M | 0.01% | +7,839+21.1% | Added |
| Logan Capital Management Inc | 44,234 | $8.09M | 0.35% | −4,211−8.7% | Reduced |
| Independent Advisor Alliance | 44,135 | $8.07M | 0.40% | −42−0.1% | Reduced |
| Treasurer of the State of North Carolina | 43,535 | $7.96M | 0.04% | +180+0.4% | Added |
| Alberta Investment Management Corp | 43,376 | $7.93M | 0.05% | +19,876+84.6% | Added |
| McCollum Christoferson Group LLC | 43,159 | $7.89M | 1.78% | +535+1.3% | Added |
| Value Partners Investments Inc. | 42,956 | $7.83M | 0.64% | +1,031+2.5% | Added |
| Ensign Peak Advisors, Inc | 42,767 | $7.82M | 0.01% | +14,396+50.7% | Added |
| Middleton & Co Inc | 42,359 | $7.74M | 0.75% | −690−1.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 41,735 | $7.66M | 1.82% | +867+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,438 | $7.58M | 0.10% | −4,778−10.3% | Reduced |
| Hantz Financial Services, Inc. | 41,031 | $7.50M | 0.22% | +496+1.2% | Added |
| Santa Monica Partners LP | 40,793 | $7.46M | 4.75% | 00.0% | Unchanged |
| Ledyard National Bank | 40,166 | $7.34M | 0.70% | −602−1.5% | Reduced |
| State of Alaska, Department of Revenue | 39,451 | $7.21M | 0.07% | −2,086−5.0% | Reduced |
| Aviva PLC | 39,351 | $7.19M | 0.03% | +3,966+11.2% | Added |
| Standard Life Aberdeen plc | 39,174 | $7.16M | 0.02% | −6,147−13.6% | Reduced |
| Captrust Financial Advisors | 38,878 | $7.13M | 0.05% | +5,809+17.6% | Added |
| Retirement Systems of Alabama | 38,627 | $7.06M | 0.02% | −1,266−3.2% | Reduced |
| Bell Asset Management Ltd | 38,533 | $7.04M | 1.14% | +379+1.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,351 | $7.01M | 0.06% | −4,366−10.2% | Reduced |
| Fifth Third Bancorp | 38,054 | $6.96M | 0.03% | +8,058+26.9% | Added |
| Susquehanna International Group, LLP | 37,983 | $6.94M | 0.01% | +10,335+37.4% | Added |
| Mattern Capital Management, LLC | 37,390 | $6.84M | 1.20% | −93−0.2% | 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 |
| Thrivent Financial for Lutherans | 36,368 | $6.65M | 0.01% | −9,319−20.4% | Reduced |
| American International Group, Inc. | 35,808 | $6.55M | 0.03% | −122−0.3% | Reduced |
| Marks Group Wealth Management, Inc | 35,697 | $6.52M | 0.79% | −49−0.1% | Reduced |
| O'Brien Greene & Co. Inc | 35,557 | $6.50M | 2.14% | +585+1.7% | Added |
| Buffington Mohr McNeal | 34,223 | $6.26M | 1.07% | +649+1.9% | Added |
| Royal London Asset Management Ltd | 33,993 | $6.21M | 0.02% | −3,692−9.8% | Reduced |
| DekaBank Deutsche Girozentrale | 33,856 | $6.18M | 0.02% | +2,431+7.7% | Added |