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 |
|---|---|---|---|---|---|
| Covington Investment Advisors Inc. | 33,730 | $6.17M | 1.26% | −1,052−3.0% | Reduced |
| AQR Capital Management LLC | 33,569 | $6.14M | 0.01% | −19,039−36.2% | Reduced |
| Amalgamated Bank | 33,367 | $6.10M | 0.05% | +6,427+23.9% | Added |
| Amica Mutual Insurance Co | 33,174 | $6.07M | 0.51% | 00.0% | Unchanged |
| Greenleaf Trust | 32,871 | $6.01M | 0.07% | +613+1.9% | Added |
| GHP Investment Advisors, Inc. | 31,935 | $5.84M | 0.41% | +2,860+9.8% | Added |
| Arizona State Retirement System | 31,629 | $5.78M | 0.04% | −960−2.9% | Reduced |
| Brown Advisory Inc | 30,117 | $5.51M | 0.01% | +960+3.3% | Added |
| Northstar Group, Inc. | 30,090 | $5.50M | 1.31% | +983+3.4% | Added |
| Susquehanna Fundamental Investments, LLC | 29,718 | $5.43M | 0.14% | −7,700−20.6% | Reduced |
| Guggenheim Capital LLC | 29,604 | $5.41M | 0.03% | +4,976+20.2% | Added |
| State of Michigan Retirement System | 29,339 | $5.36M | 0.03% | +200+0.7% | Added |
| Appleton Partners Inc | 28,947 | $5.29M | 0.40% | +5,785+25.0% | Added |
| Progressive Investment Management Corp | 28,867 | $5.28M | 1.46% | −319−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,800 | $5.26M | 0.03% | +1,661+6.1% | Added |
| Berger Financial Group, Inc | 28,370 | $5.19M | 0.69% | +788+2.9% | Added |
| Bank of Nova Scotia | 27,979 | $5.12M | 0.01% | +5,768+26.0% | Added |
| Cullen/Frost Bankers, Inc. | 27,646 | $5.05M | 0.10% | −2,579−8.5% | Reduced |
| Goelzer Investment Management, Inc. | 26,318 | $4.81M | 0.39% | −660−2.4% | Reduced |
| M&G Investment Management Ltd | 26,171 | $4.79M | 0.03% | −2,207−7.8% | Reduced |
| Brinker Capital Investments, LLC | 25,972 | $4.75M | 0.07% | +475+1.9% | Added |
| Qube Research & Technologies Ltd | 25,890 | $4.73M | 0.04% | +25,890 | New |
| Schroder Investment Management Group | 25,780 | $4.71M | 0.01% | −39,947−60.8% | Reduced |
| MetLife Investment Management | 25,756 | $4.71M | 0.04% | −480−1.8% | Reduced |
| USS Investment Management Ltd | 25,574 | $4.68M | 0.04% | 00.0% | Unchanged |
| SRN Advisors, LLC | 25,389 | $4.64M | 1.67% | −2,587−9.2% | Reduced |
| Institutional & Family Asset Management, LLC | 25,211 | $4.61M | 0.72% | −1,373−5.2% | Reduced |
| Ci Investments Inc. | 24,845 | $4.54M | 0.02% | +898+3.7% | Added |
| Commonwealth Equity Services, LLC | 24,349 | $4.45M | 0.01% | +1,344+5.8% | Added |
| TownSquare Capital, LLC | 24,343 | $4.45M | 0.11% | +2,001+9.0% | Added |
| Intrust Bank NA | 24,293 | $4.44M | 0.53% | −580−2.3% | Reduced |
| Parsons Capital Management Inc | 24,239 | $4.43M | 0.32% | −495−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 23,932 | $4.38M | 0.02% | −69−0.3% | Reduced |
| Yousif Capital Management, LLC | 23,570 | $4.31M | 0.04% | +23,570 | New |
| First Hawaiian Bank | 23,212 | $4.24M | 0.12% | +2,777+13.6% | Added |
| Capitolis Advisors LLC | 22,912 | $4.19M | 0.02% | +22,912 | New |
| Security National Bank | 22,849 | $4.18M | 0.95% | −670−2.8% | Reduced |
| Great Lakes Advisors, LLC | 22,834 | $4.17M | 0.06% | +1,901+9.1% | Added |
| Teacher Retirement System of Texas | 22,737 | $4.16M | 0.02% | +4,209+22.7% | Added |
| American Money Management, LLC | 22,700 | $4.15M | 1.08% | −269−1.2% | Reduced |
| First Republic Investment Management, Inc. | 22,336 | $4.08M | 0.01% | +2,751+14.0% | Added |
| Cynosure Management, LLC | 21,823 | $3.99M | 3.01% | −1,603−6.8% | Reduced |
| Brown Capital Management LLC | 21,746 | $3.98M | 0.03% | +1,559+7.7% | Added |
| Griffin Asset Management, Inc. | 21,627 | $3.95M | 0.49% | −784−3.5% | Reduced |
| Janney Montgomery Scott LLC | 21,624 | $3.95M | 0.02% | +825+4.0% | Added |
| Fruth Investment Management | 21,562 | $3.94M | 1.08% | −670−3.0% | Reduced |
| DnB Asset Management AS | 21,418 | $3.92M | 0.02% | −1,856−8.0% | Reduced |
| Utah Retirement Systems | 20,991 | $3.84M | 0.05% | +100+0.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,854 | $3.81M | 0.02% | −26−0.1% | Reduced |
| Shell Asset Management Co | 20,826 | $3.81M | 0.08% | −11,792−36.2% | Reduced |
| Handelsbanken Fonder AB | 20,448 | $3.74M | 0.02% | −6,539−24.2% | Reduced |
| HighTower Trust Services, LTA | 20,335 | $3.72M | 0.36% | +12+0.1% | Added |
| Aureus Asset Management, LLC | 20,314 | $3.71M | 0.23% | +2,630+14.9% | Added |
| Burney Co | 20,214 | $3.70M | 0.16% | −503−2.4% | Reduced |
| Vestcor Inc | 20,174 | $3.69M | 0.13% | −977−4.6% | Reduced |
| Xponance, Inc. | 19,747 | $3.61M | 0.06% | +1,561+8.6% | Added |
| Public Sector Pension Investment Board | 19,450 | $3.56M | 0.02% | −160−0.8% | Reduced |
| State of Tennessee, Treasury Department | 19,324 | $3.53M | 0.01% | −297−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 19,262 | $3.52M | 0.05% | −4,100−17.5% | Reduced |
| Garrison Asset Management, LLC | 18,699 | $3.42M | 1.86% | +40.0% | Added |
| Fiera Capital Corp | 18,395 | $3.36M | 0.01% | +1,660+9.9% | Added |
| Advisory Services Network, LLC | 18,390 | $3.36M | 0.10% | +459+2.6% | Added |
| Metropolitan Life Insurance Co | 18,090 | $3.31M | 0.04% | −386−2.1% | Reduced |
| Natixis | 18,084 | $3.31M | 0.01% | −23,867−56.9% | Reduced |
| Long Road Investment Counsel, LLC | 17,950 | $3.28M | 1.30% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,928 | $3.28M | 0.01% | −16,252−47.5% | Reduced |
| Mackay Shields LLC | 17,480 | $3.20M | 0.03% | −361−2.0% | Reduced |
| MD Financial Management Inc. | 17,428 | $3.19M | 0.08% | −363−2.0% | Reduced |
| Cypress Capital Management LLC | 17,375 | $3.18M | 0.36% | +3,670+26.8% | Added |
| Wealthfront Advisers LLC | 17,327 | $3.17M | 0.01% | +4,467+34.7% | Added |
| Gotham Asset Management, LLC | 17,219 | $3.15M | 0.10% | −554−3.1% | Reduced |
| PFG Advisors | 17,050 | $3.12M | 0.31% | −580−3.3% | Reduced |
| Caldwell Investment Management Ltd. | 16,700 | $3.07M | 2.40% | +16,700 | New |
| M&T Bank Corp | 16,459 | $3.01M | 0.01% | −157−0.9% | Reduced |
| Comerica Bank | 19,681 | $2.99M | 0.02% | +122+0.6% | Added |
| Creative Planning | 16,198 | $2.96M | 0.00% | +243+1.5% | Added |
| Texas Permanent School Fund | 16,080 | $2.94M | 0.04% | −1,868−10.4% | Reduced |
| Prudential PLC | 16,049 | $2.93M | 0.04% | −543−3.3% | Reduced |
| Cidel Asset Management Inc | 15,960 | $2.92M | 0.11% | −2,287−12.5% | Reduced |
| ING Groep NV | 15,711 | $2.87M | 0.03% | +5,846+59.3% | Added |
| Millennium Management LLC | 15,664 | $2.86M | 0.00% | −1,363−8.0% | Reduced |
| First National Trust Co | 15,635 | $2.86M | 0.15% | +15,635 | New |
| Public Employees Retirement Association of Colorado | 15,503 | $2.83M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,393 | $2.81M | 0.03% | +153+1.0% | Added |
| Bowling Portfolio Management LLC | 15,237 | $2.79M | 0.58% | −355−2.3% | Reduced |
| National Bank of Canada | 15,236 | $2.78M | 0.01% | +15,236 | New |
| Ceera Investments, LLC | 15,162 | $2.77M | 1.44% | −30−0.2% | Reduced |
| IFM Investors Pty Ltd | 15,147 | $2.77M | 0.05% | −150−1.0% | Reduced |
| KBC Group NV | 15,054 | $2.75M | 0.01% | −5,886−28.1% | Reduced |
| Neuberger Berman Group LLC | 16,593 | $2.75M | 0.00% | +3,497+26.7% | Added |
| Panagora Asset Management Inc | 14,970 | $2.74M | 0.01% | −3,434−18.7% | Reduced |
| SEI Investments Co | 14,694 | $2.71M | 0.01% | +521+3.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,633 | $2.67M | 0.03% | +75+0.5% | Added |
| Daiwa Securities Group Inc. | 14,554 | $2.66M | 0.02% | −3,875−21.0% | Reduced |
| Coldstream Capital Management Inc | 14,335 | $2.62M | 0.08% | +6,937+93.8% | Added |
| Aigen Investment Management, LP | 14,616 | $2.57M | 0.16% | +8,550+140.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,001 | $2.56M | 0.11% | +240+1.7% | Added |
| Tributary Capital Management, LLC | 13,916 | $2.54M | 0.19% | −685−4.7% | Reduced |
| Buckhead Capital Management LLC | 13,896 | $2.54M | 0.54% | +1,760+14.5% | Added |
| Fulcrum Asset Management LLP | – | $2.53M | 1.24% | – | – |