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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 6,065 | $1.11M | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,048 | $1.11M | 0.21% | +2,048+51.2% | Added |
| EFG Asset Management (Americas) Corp. | 6,030 | $1.10M | 0.19% | −752−11.1% | Reduced |
| Lyon Street Capital, LLC | 6,000 | $1.10M | 1.09% | +6,000 | New |
| Cetera Investment Advisers | 5,988 | $1.09M | 0.02% | +206+3.6% | Added |
| TCTC Holdings, LLC | 5,925 | $1.08M | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 5,898 | $1.08M | 0.15% | +20.0% | Added |
| CWS Financial Advisors, LLC | 5,864 | $1.07M | 0.38% | +5,864 | New |
| STRS Ohio | 5,760 | $1.05M | 0.00% | −13−0.2% | Reduced |
| Trexquant Investment LP | 5,756 | $1.05M | 0.06% | +5,756 | New |
| Guardian Capital LP | 5,745 | $1.05M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,731 | $1.05M | 0.01% | +357+6.6% | Added |
| Enterprise Trust & Investment Co | 5,700 | $1.04M | 0.36% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 5,645 | $1.03M | 0.08% | +5,645 | New |
| Sompo Asset Management Co., Ltd. | 5,580 | $1.02M | 0.20% | −1,090−16.3% | Reduced |
| Advisor Partners LLC | 5,563 | $1.02M | 0.06% | +199+3.7% | Added |
| Park Avenue Securities LLC | 5,415 | $990.0K | 0.02% | +3,635+204.2% | Added |
| Atlas Private Wealth Management | 5,357 | $979.0K | 0.55% | +19+0.4% | Added |
| Moloney Securities Asset Management, LLC | 5,336 | $976.0K | 0.17% | +27+0.5% | Added |
| Benjamin Edwards Inc | 5,338 | $976.0K | 0.32% | +90+1.7% | Added |
| GWM Advisors LLC | 5,307 | $970.0K | 0.01% | +1,686+46.6% | Added |
| Toroso Investments, LLC | 5,255 | $961.0K | 0.03% | +1,507+40.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,245 | $959.0K | 0.02% | −31−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 5,204 | $951.0K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 5,083 | $929.0K | 0.35% | +905+21.7% | Added |
| Fiduciary Planning LLC | 5,049 | $923.0K | 0.52% | +78+1.6% | Added |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $914.0K | 0.53% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,927 | $901.0K | 0.01% | +35+0.7% | Added |
| Guardian Wealth Management, Inc. | 4,916 | $899.0K | 0.87% | +4,916 | New |
| Johnson Investment Counsel Inc | 4,895 | $898.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 4,866 | $890.0K | 0.05% | +2,236+85.0% | Added |
| Umb Bank N A | 4,851 | $886.0K | 0.01% | +4,851 | New |
| Symmetry Partners, LLC | 4,801 | $878.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,570 | $835.0K | 0.07% | +142+3.2% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $834.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 4,532 | $829.0K | 0.07% | +980+27.6% | Added |
| Wall Street Access Asset Management, LLC | 4,500 | $822.0K | 0.44% | −5,730−56.0% | Reduced |
| ETF Managers Group, LLC | 4,485 | $820.0K | 0.02% | +213+5.0% | Added |
| H. L. Ormond & Company, LLC | 5,425 | $807.0K | 0.95% | +5,425 | New |
| Clarkston Capital Partners, LLC | 4,400 | $804.0K | 0.01% | −250−5.4% | Reduced |
| First Horizon Advisors, Inc. | 4,368 | $798.0K | 0.02% | +554+14.5% | Added |
| East Coast Asset Management, LLC. | 4,346 | $795.0K | 0.18% | −1,250−22.3% | Reduced |
| Accredited Investors Inc. | 4,295 | $785.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,281 | $783.0K | 0.03% | +1,850+76.1% | Added |
| Strategy Asset Managers LLC | 4,210 | $770.0K | 0.20% | −1,741−29.3% | Reduced |
| Wealthsource Partners, LLC | 4,205 | $769.0K | 0.06% | +37+0.9% | Added |
| SeaCrest Wealth Management, LLC | 4,184 | $765.0K | 0.08% | +137+3.4% | Added |
| Ropes Wealth Advisors LLC | 4,164 | $761.0K | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,156 | $760.0K | 0.00% | −2,393−36.5% | Reduced |
| Swiss Life Asset Management Ltd | 4,155 | $759.6K | 0.01% | −7,812−65.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,120 | $753.0K | 0.02% | +47+1.2% | Added |
| Renaissance Technologies LLC | 4,100 | $750.0K | 0.00% | −318,300−98.7% | Reduced |
| People's United Financial, Inc. | 4,067 | $744.0K | 0.02% | −850−17.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,054 | $741.0K | 0.00% | −37−0.9% | Reduced |
| Bessemer Group Inc | 4,033 | $737.0K | 0.00% | +1,486+58.3% | Added |
| O'Shaughnessy Asset Management, LLC | 4,021 | $735.0K | 0.01% | +93+2.4% | Added |
| Quadrant Capital Group LLC | 4,005 | $732.0K | 0.09% | +1,194+42.5% | Added |
| Bank Ozk | 4,000 | $731.0K | 0.30% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 3,973 | $726.0K | 0.36% | −61−1.5% | Reduced |
| Ashfield Capital Partners, LLC | 3,966 | $725.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 3,949 | $722.0K | 0.01% | +223+6.0% | Added |
| Cetera Advisor Networks LLC | 3,895 | $712.0K | 0.01% | −37−0.9% | Reduced |
| Amica Retiree Medical Trust | 3,779 | $691.0K | 0.59% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,722 | $680.0K | 0.21% | +3+0.1% | Added |
| Eukles Asset Management | 3,717 | $680.0K | 0.33% | +6+0.2% | Added |
| Advisors Capital Management, LLC | 3,702 | $677.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,699 | $676.0K | 0.03% | −354−8.7% | Reduced |
| Stokes Capital Advisors, LLC | 3,630 | $664.0K | 0.20% | +85+2.4% | Added |
| Gateway Advisory, LLC | 3,583 | $655.0K | 0.14% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,571 | $653.0K | 0.02% | −191−5.1% | Reduced |
| Platform Technology Partners | 3,540 | $647.0K | 0.28% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 10,166 | $633.0K | 0.14% | +38+0.4% | Added |
| Simmons Bank | 3,444 | $630.0K | 0.04% | −421−10.9% | Reduced |
| DT Investment Partners, LLC | 3,422 | $626.0K | 0.08% | −850−19.9% | Reduced |
| TrinityPoint Wealth, LLC | 3,409 | $623.0K | 0.11% | −16−0.5% | Reduced |
| Parkside Financial Bank & Trust | 3,401 | $622.0K | 0.15% | +3,276+2,620.8% | Added |
| Mission Wealth Management, LP | 3,378 | $618.0K | 0.03% | +61+1.8% | Added |
| Donaldson Capital Management, LLC | 3,357 | $614.0K | 0.03% | −30−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 3,356 | $614.0K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,331 | $609.0K | 0.00% | +75+2.3% | Added |
| Signet Financial Management, LLC | 3,326 | $608.0K | 0.09% | +29+0.9% | Added |
| Gyroscope Capital Management Group, LLC | 3,307 | $605.0K | 0.22% | −642−16.3% | Reduced |
| D.B. Root & Company, LLC | 3,303 | $603.0K | 0.22% | 00.0% | Unchanged |
| Veritable, L.P. | 3,282 | $600.0K | 0.01% | +18+0.6% | Added |
| Shore Point Advisors, LLC | 3,257 | $595.0K | 0.49% | +3,257 | New |
| Bridgewater Advisors Inc. | 3,251 | $594.0K | 0.13% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,251 | $594.0K | 0.09% | +206+6.8% | Added |
| O'Shares Investment Advisers, LLC | 3,248 | $594.0K | 0.04% | +233+7.7% | Added |
| TD Private Client Wealth LLC | 3,215 | $587.8K | 0.02% | −308−8.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,210 | $587.0K | 0.13% | +3,210 | New |
| Wealth Alliance | 3,179 | $582.0K | 0.12% | +112+3.7% | Added |
| Albion Financial Group | 3,164 | $578.0K | 0.05% | +1,190+60.3% | Added |
| Virtu Financial LLC | 3,105 | $568.0K | 0.06% | +3,105 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,090 | $565.0K | 0.05% | +37+1.2% | Added |
| Argent Trust Co | 3,011 | $550.0K | 0.03% | −20−0.7% | Reduced |
| FDx Advisors, Inc. | 3,010 | $550.0K | 0.02% | +200+7.1% | Added |
| Wellington Shields Capital Management, LLC | 2,983 | $545.0K | 0.07% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 2,911 | $532.0K | 0.91% | −1,008−25.7% | Reduced |
| Beaumont Financial Partners, LLC | 2,891 | $529.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,842 | $520.0K | 0.00% | +1,028+56.7% | Added |