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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 1,574 | $288.0K | 0.06% | +100+6.8% | Added |
| Evercore Wealth Management, LLC | 1,568 | $287.0K | 0.00% | −480−23.4% | Reduced |
| First Manhattan Co | 1,572 | $287.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 1,559 | $286.0K | 0.05% | +1,559 | New |
| Signaturefd, LLC | 1,508 | $276.0K | 0.01% | −26−1.7% | Reduced |
| Gofen & Glossberg LLC | 1,512 | $276.0K | 0.01% | +1+0.1% | Added |
| Buckingham Capital Management, Inc. | 1,500 | $274.0K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,500 | $274.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,496 | $273.0K | 0.01% | +28+1.9% | Added |
| Washington Trust Advisors, Inc. | 1,486 | $272.0K | 0.02% | +1,486 | New |
| River Wealth Advisors LLC | 1,474 | $269.0K | 0.04% | +65+4.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,759 | $269.0K | 0.17% | +1,759 | New |
| RMB Capital Management, LLC | 1,468 | $268.0K | 0.01% | +154+11.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,461 | $267.0K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 1,451 | $265.0K | 0.08% | +13+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,428 | $261.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,427 | $261.0K | 0.02% | +1,427 | New |
| Pinnacle Associates Ltd | 1,422 | $260.0K | 0.00% | −10−0.7% | Reduced |
| Fort Point Capital Partners LLC | 1,415 | $259.0K | 0.04% | −16−1.1% | Reduced |
| Campion Asset Management LLC | 1,410 | $258.0K | 0.21% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $256.0K | 0.02% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,393 | $255.0K | 0.04% | −19−1.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,397 | $255.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,391 | $254.0K | 0.00% | +1,391 | New |
| Capital Investment Counsel, Inc | 1,377 | $252.0K | 0.05% | +1+0.1% | Added |
| Comerica Securities,inc. | 1,374 | $252.0K | 0.02% | +1,374 | New |
| Cerity Partners LLC | 1,378 | $252.0K | 0.00% | +1,378 | New |
| Harvey Investment Co LLC | 1,368 | $250.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,362 | $249.0K | 0.06% | +932+216.7% | Added |
| Davis R M Inc | 1,359 | $248.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,357 | $248.0K | 0.06% | +1,357 | New |
| Atlas Brown,Inc. | 1,350 | $247.0K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,339 | $243.0K | 0.00% | −29−2.1% | Reduced |
| Bryn Mawr Trust Co | 1,325 | $242.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,321 | $242.0K | 0.14% | +1,321 | New |
| Personal Capital Advisors Corp | 1,320 | $241.0K | 0.00% | +47+3.7% | Added |
| Moors & Cabot, Inc. | 1,303 | $238.0K | 0.01% | −203−13.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,304 | $238.0K | 0.05% | −174−11.8% | Reduced |
| Courier Capital LLC | 1,303 | $238.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,289 | $235.7K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 1,279 | $234.0K | 0.10% | −99−7.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,261 | $230.0K | 0.13% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 1,260 | $230.0K | 0.12% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,229 | $225.0K | 0.09% | +1,229 | New |
| Patron Partners Advisors, LLC | 1,204 | $220.0K | 0.14% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,204 | $220.0K | 0.03% | +1,204 | New |
| Murphy Capital Management Inc | 1,200 | $219.0K | 0.02% | +1,200 | New |
| Segall Bryant & Hamill, LLC | 1,179 | $216.0K | 0.00% | +1,179 | New |
| Aries Wealth Management | 1,171 | $214.0K | 0.08% | −105−8.2% | Reduced |
| Proequities, Inc. | 1,165 | $214.0K | 0.01% | +87+8.1% | Added |
| Claret Asset Management Corp | 1,157 | $212.0K | 0.04% | +1,157 | New |
| Key Financial Inc | 1,156 | $211.0K | 0.11% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,133 | $207.0K | 0.01% | −119−9.5% | Reduced |
| Rehmann Capital Advisory Group | 1,126 | $206.0K | 0.02% | +1,126 | New |
| Teza Capital Management LLC | 1,121 | $205.0K | 0.05% | +1,121 | New |
| CX Institutional | 1,115 | $204.0K | 0.02% | +31+2.9% | Added |
| Trust Asset Management LLC | 1,118 | $204.0K | 0.03% | +1,118 | New |
| Hall Laurie J Trustee | 1,050 | $192.0K | 0.07% | −200−16.0% | Reduced |
| Federated Hermes, Inc. | 1,003 | $183.0K | 0.00% | +86+9.4% | Added |
| Sentry Investment Management LLC | 992 | $181.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 935 | $171.0K | 0.04% | +4+0.4% | Added |
| Newfound Research LLC | 846 | $155.0K | 0.19% | +145+20.7% | Added |
| Trust Co of Vermont | 849 | $155.0K | 0.01% | +849 | New |
| SRS Capital Advisors, Inc. | 800 | $146.0K | 0.02% | +85+11.9% | Added |
| Sargent Bickham Lagudis LLC | 773 | $141.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $141.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 752 | $138.0K | 0.01% | +246+48.6% | Added |
| Harbor Investment Advisory, LLC | 751 | $137.0K | 0.02% | +740+6,727.3% | Added |
| Penserra Capital Management LLC | 714 | $130.0K | 0.00% | +101+16.5% | Added |
| Hanson & Doremus Investment Management | 700 | $128.0K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 675 | $123.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 653 | $119.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 645 | $116.4K | 0.00% | +645 | New |
| Centaurus Financial, Inc. | 625 | $114.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 602 | $110.0K | 0.07% | +602 | New |
| GraniteShares Advisors LLC | 556 | $101.0K | 0.05% | +556 | New |
| Laurel Wealth Advisors LLC | 543 | $99.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 540 | $98.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 516 | $94.3K | 0.09% | +516 | New |
| DuPont Capital Management Corp | 515 | $94.0K | 0.00% | −88−14.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 515 | $94.0K | 0.01% | +373+262.7% | Added |
| Tobam | 508 | $93.0K | 0.00% | +38+8.1% | Added |
| West Oak Capital, LLC | 500 | $91.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $91.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $90.0K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 477 | $87.0K | 0.06% | +477 | New |
| Eagle Bay Advisors LLC | 466 | $85.0K | 0.06% | +124+36.3% | Added |
| 1832 Asset Management L.P. | 454 | $84.0K | 0.00% | −245,065−99.8% | Reduced |
| Covestor Ltd | 455 | $83.0K | 0.12% | +455 | New |
| Baron Financial Group, LLC | 443 | $81.0K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $80.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 406 | $74.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 403 | $74.0K | 0.10% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 406 | $74.0K | 0.04% | +406 | New |
| Assetmark, Inc | 379 | $69.0K | 0.00% | +61+19.2% | Added |
| Compagnie Lombard Odier SCmA | 370 | $68.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 371 | $68.0K | 0.00% | +371 | New |
| Glassman Wealth Services | 364 | $67.0K | 0.01% | +15+4.3% | Added |
| Missouri Trust & Investment Co | 360 | $66.0K | 0.04% | +360 | New |
| Pinnacle Bancorp, Inc. | 354 | $65.0K | 0.02% | 00.0% | Unchanged |