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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 13,547 | $2.48M | 0.05% | +673+5.2% | Added |
| Private Advisor Group, LLC | 13,533 | $2.47M | 0.02% | −7,976−37.1% | Reduced |
| HBK Sorce Advisory LLC | 13,289 | $2.43M | 0.12% | −35−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,228 | $2.42M | 0.25% | −178−1.3% | Reduced |
| Aquila Investment Management LLC | 13,000 | $2.38M | 1.15% | +13,000 | New |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.36M | 1.41% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,740 | $2.33M | 0.22% | −408−3.1% | Reduced |
| American Portfolios Advisors | 12,725 | $2.33M | 0.08% | +1,258+11.0% | Added |
| Catalyst Capital Advisors LLC | 12,591 | $2.30M | 0.11% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 12,551 | $2.29M | 0.62% | +12,551 | New |
| Siemens Fonds Invest GmbH | 12,380 | $2.26M | 0.15% | −1,999−13.9% | Reduced |
| Bridgewater Associates, LP | 12,315 | $2.25M | 0.01% | +10,772+698.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,309 | $2.25M | 0.01% | +181+1.5% | Added |
| Sugarloaf Wealth Management, LLC | 12,284 | $2.25M | 0.53% | +845+7.4% | Added |
| Whittier Trust Co | 12,254 | $2.24M | 0.04% | +139+1.1% | Added |
| Capital Fund Management S.A. | 12,245 | $2.24M | 0.06% | −9,535−43.8% | Reduced |
| Princeton Global Asset Management LLC | 12,122 | $2.22M | 0.62% | +200+1.7% | Added |
| Occidental Asset Management, LLC | 12,051 | $2.20M | 0.52% | +469+4.0% | Added |
| Crossmark Global Holdings, Inc. | 12,045 | $2.20M | 0.05% | +916+8.2% | Added |
| Bright Rock Capital Management, LLC | 12,000 | $2.19M | 0.50% | +12,000 | New |
| Hartford Investment Management Co | 11,822 | $2.16M | 0.05% | +1,005+9.3% | Added |
| Mraz, Amerine & Associates, Inc. | 11,787 | $2.15M | 0.55% | −242−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,667 | $2.13M | 0.03% | −253−2.1% | Reduced |
| AE Wealth Management LLC | 11,615 | $2.12M | 0.01% | −46−0.4% | Reduced |
| Lee Financial Co | 11,354 | $2.08M | 0.39% | −30−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 11,309 | $2.07M | 0.03% | +899+8.6% | Added |
| Leavell Investment Management, Inc. | 11,225 | $2.06M | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 11,256 | $2.06M | 0.04% | +543+5.1% | Added |
| Allianz Asset Management GmbH | 11,235 | $2.05M | 0.00% | −24,016−68.1% | Reduced |
| Lantz Financial LLC | 11,220 | $2.05M | 0.94% | +111+1.0% | Added |
| Achmea Investment Management B.V. | 10,995 | $2.01M | 0.10% | −5,860−34.8% | Reduced |
| Regions Financial Corp | 10,898 | $1.99M | 0.02% | +10,898 | New |
| Mariner, LLC | 10,834 | $1.98M | 0.01% | +10,834 | New |
| MML Investors Services, LLC | 10,693 | $1.96M | 0.01% | +5,784+117.8% | Added |
| Wimmer Associates 1, LLC | 10,686 | $1.95M | 1.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,645 | $1.95M | 0.03% | +160+1.5% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.94M | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 10,569 | $1.93M | 0.01% | +6,036+133.2% | Added |
| Mercer Global Advisors Inc | 10,540 | $1.93M | 0.01% | −325−3.0% | Reduced |
| AlphaCrest Capital Management LLC | 10,032 | $1.83M | 0.07% | −3,229−24.3% | Reduced |
| Kestra Advisory Services, LLC | 9,980 | $1.82M | 0.02% | +107+1.1% | Added |
| Norinchukin Bank, The | 9,975 | $1.82M | 0.02% | −32−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,734 | $1.78M | 0.04% | −25−0.3% | Reduced |
| Westpac Banking Corp | 9,724 | $1.78M | 0.02% | +80+0.8% | Added |
| Schechter Investment Advisors, LLC | 9,576 | $1.75M | 0.16% | +9,576 | New |
| Securian Asset Management, Inc | 9,566 | $1.75M | 0.03% | −200−2.0% | Reduced |
| Ossiam | 9,483 | $1.73M | 0.05% | +5+0.1% | Added |
| Silvercrest Asset Management Group LLC | 9,460 | $1.73M | 0.01% | −73−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 9,431 | $1.72M | 0.02% | −13,760−59.3% | Reduced |
| Pacer Advisors, Inc. | 9,415 | $1.72M | 0.02% | −10,509−52.7% | Reduced |
| Dividend Assets Capital, LLC | 9,385 | $1.72M | 0.32% | +1,685+21.9% | Added |
| Northwest Investment Counselors, LLC | 9,382 | $1.72M | 0.42% | 00.0% | Unchanged |
| Suncoast Equity Management | 9,355 | $1.71M | 0.22% | +315+3.5% | Added |
| SG Americas Securities, LLC | 9,292 | $1.70M | 0.01% | −20,230−68.5% | Reduced |
| Teamwork Financial Advisors, LLC | 9,174 | $1.68M | 0.31% | −385−4.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,100 | $1.66M | 0.10% | +1,340+17.3% | Added |
| Dean Investment Associates, LLC | 9,099 | $1.66M | 0.29% | −591−6.1% | Reduced |
| Fort, L.P. | 9,056 | $1.66M | 0.54% | −594−6.2% | Reduced |
| Castellan Group, LLC | 8,955 | $1.64M | 1.13% | −245−2.7% | Reduced |
| SNS Financial Group, LLC | 8,931 | $1.63M | 0.19% | −12−0.1% | Reduced |
| Maryland State Retirement & Pension System | 8,751 | $1.60M | 0.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 8,754 | $1.60M | 0.76% | +79+0.9% | Added |
| Koshinski Asset Management, Inc. | 8,578 | $1.57M | 0.13% | +89+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 8,550 | $1.56M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,501 | $1.55M | 0.00% | +5,957+234.2% | Added |
| Swedbank AB | 8,484 | $1.55M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,387 | $1.53M | 0.01% | +64+0.8% | Added |
| Roundview Capital LLC | 8,341 | $1.52M | 0.15% | +706+9.2% | Added |
| Wambolt & Associates, LLC | 8,218 | $1.50M | 0.54% | +396+5.1% | Added |
| Change Path, LLC | 8,195 | $1.50M | 0.07% | +881+12.0% | Added |
| Henshaw Capital LLC | 8,180 | $1.50M | 0.08% | +32+0.4% | Added |
| National Asset Management, Inc. | 8,143 | $1.49M | 0.04% | +1,555+23.6% | Added |
| Boyar Asset Management Inc. | 8,063 | $1.47M | 0.89% | −100−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,035 | $1.47M | 0.00% | −188−2.3% | Reduced |
| Eqis Capital Management, Inc. | 7,724 | $1.41M | 0.10% | −184−2.3% | Reduced |
| Pegasus Partners Ltd. | 7,531 | $1.38M | 0.24% | −1,009−11.8% | Reduced |
| American Century Companies Inc | 7,367 | $1.35M | 0.00% | +1,077+17.1% | Added |
| Regentatlantic Capital LLC | 7,330 | $1.34M | 0.04% | +1,675+29.6% | Added |
| Louisiana State Employees Retirement System | 7,300 | $1.33M | 0.03% | +100+1.4% | Added |
| Investment Management of Virginia LLC | 7,250 | $1.33M | 0.21% | −35−0.5% | Reduced |
| AdvisorShares Investments LLC | 7,090 | $1.30M | 0.16% | +123+1.8% | Added |
| Kentucky Retirement Systems | 7,057 | $1.29M | 0.05% | +226+3.3% | Added |
| New Mexico Educational Retirement Board | 7,050 | $1.29M | 0.04% | −500−6.6% | Reduced |
| CIBC World Markets Inc. | 6,949 | $1.27M | 0.00% | −5,731−45.2% | Reduced |
| Altium Wealth Management LLC | 6,925 | $1.27M | 0.08% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,926 | $1.27M | 0.14% | +2,149+45.0% | Added |
| Kesler, Norman & Wride, LLC | 6,914 | $1.26M | 0.27% | +19+0.3% | Added |
| Verition Fund Management LLC | 6,766 | $1.24M | 0.02% | −7,709−53.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,718 | $1.23M | 0.99% | +6,718 | New |
| Welch & Forbes LLC | 6,681 | $1.22M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 6,579 | $1.20M | 0.00% | −58,023−89.8% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $1.18M | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,422 | $1.17M | 0.12% | −310−4.6% | Reduced |
| Zions Bancorporation, N.A. | 6,418 | $1.17M | 0.10% | +478+8.0% | Added |
| Sepio Capital, LP | 6,402 | $1.17M | 0.09% | −643−9.1% | Reduced |
| Estate Counselors, LLC | 6,392 | $1.17M | 0.14% | +6,392 | New |
| Montag & Caldwell, LLC | 6,353 | $1.16M | 0.11% | +340+5.7% | Added |
| Spire Wealth Management | 6,272 | $1.15M | 0.03% | +3,625+136.9% | Added |
| MAI Capital Management | 6,144 | $1.12M | 0.02% | +4,082+198.0% | Added |
| Strengthening Families & Communities, LLC | 6,136 | $1.12M | 0.86% | +6,136 | New |