Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2023. 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
793
+20 vs. Q4 2022
Shares held
105.5M
+1.83M (+1.8%) vs. Q4 2022
Total value
$15.4B
+$1.56B (+11.3%) vs. Q4 2022
New holders
87
297 more added
Sold out
67
253 more reduced

12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 793 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ1 2023: $15.4B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$15.3B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2022.

Institutions holding BR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC2$00.00%00.0%Unchanged
Avion Wealth6$00.00%+6New
Johnson Financial Group, Inc.0$1160.00%−160−100.0%Reduced
AllSquare Wealth Management LLC1$1470.00%00.0%Unchanged
Sofos Investments, Inc.147$2810.01%+13+9.7%Added
True Wealth Design, LLC3$4400.00%00.0%Unchanged
TFC Financial Management4$5870.00%00.0%Unchanged
North Star Investment Management Corp.5$7330.00%00.0%Unchanged
American National Bank6$8790.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$8790.00%00.0%Unchanged
Financial Management Professionals, Inc.9$1.00K0.00%−22−71.0%Reduced
Moisand Fitzgerald Tamayo, LLC10$1.47K0.00%00.0%Unchanged
State of Wyoming10$1.47K0.00%+1+11.1%Added
CVA Family Office, LLC10$1.47K0.00%+5+100.0%Added
Raffa Wealth Management, LLC11$1.61K0.00%00.0%Unchanged
Red Tortoise LLC12$1.76K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$1.91K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$1.91K0.00%+13New
Grey Fox Wealth Advisors, LLC13$1.91K0.00%+13New
Lazard Asset Management LLC14$2.00K0.00%−2−12.5%Reduced
Iron Horse Wealth Management, LLC14$2.05K0.00%+14New
Disciplined Investments, LLC16$2.35K0.00%+4+33.3%Added
SJS Investment Consulting Inc.16$2.35K0.00%+1+6.7%Added
Essex Investment Management Co LLC18$2.64K0.00%00.0%Unchanged
Abound Wealth Management18$2.64K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$3.37K0.00%+11+91.7%Added
Western Pacific Wealth Management, LP24$3.52K0.00%00.0%Unchanged
JNBA Financial Advisors24$3.52K0.00%00.0%Unchanged
Versant Capital Management, Inc24$3.52K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$3.66K0.01%00.0%Unchanged
Bogart Wealth, LLC25$3.66K0.00%+25New
Strategic Investment Solutions, Inc.30$4.40K0.00%+30New
Crewe Advisors LLC32$4.69K0.00%−29−47.5%Reduced
Schubert & Co35$5.13K0.00%+6+20.7%Added
Sutton Wealth Advisors Inc.36$5.28K0.00%−6−14.3%Reduced
M&R Capital Management Inc37$5.42K0.00%+12+48.0%Added
Carmel Capital Partners, LLC37$5.42K0.00%+37New
Steward Financial Group LLC45$6.00K0.00%+22+95.7%Added
Gables Capital Management Inc.42$6.16K0.00%00.0%Unchanged
PrairieView Partners, LLC49$7.00K0.00%−34−41.0%Reduced
University of Texas/Texas Am Investment Managment Co45$7.00K0.00%+45New
EverSource Wealth Advisors, LLC51$7.47K0.00%+20+64.5%Added
Hallmark Capital Management Inc52$7.62K0.00%00.0%Unchanged
Coston, McIsaac & Partners64$9.00K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC69$10.1K0.01%+15+27.8%Added
WR Wealth Planners, LLC71$10.4K0.00%+71New
Kistler-Tiffany Companies, LLC75$11.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc75$11.0K0.00%−150−66.7%Reduced
Farmers & Merchants Investments Inc76$11.1K0.00%00.0%Unchanged
West Branch Capital LLC77$11.3K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD80$11.6K0.01%00.0%Unchanged
Hexagon Capital Partners LLC80$11.7K0.00%+5+6.7%Added
Capital Advisors, Ltd. LLC81$12.0K0.00%−323−80.0%Reduced
Baystate Wealth Management LLC82$12.0K0.00%+1+1.2%Added
New Millennium Group LLC89$13.0K0.01%00.0%Unchanged
Capital Analysts, LLC88$13.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc91$13.3K0.00%−6−6.2%Reduced
Caldwell Trust Co93$13.6K0.00%00.0%Unchanged
Independence Bank of Kentucky95$13.9K0.01%00.0%Unchanged
Atticus Wealth Management, LLC95$13.9K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group97$14.2K0.01%00.0%Unchanged
Ahrens Investment Partners LLC100$14.7K0.01%+100New
Livforsakringsbolaget Skandia, Omsesidigt100$14.7K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$15.0K0.00%00.0%Unchanged
Atlantic Trust, LLC106$15.5K0.00%00.0%Unchanged
Sunbelt Securities, Inc.108$15.7K0.00%+108New
Centerpoint Advisors, LLC110$16.0K0.01%+22+25.0%Added
Mascoma Wealth Management LLC111$16.1K0.00%00.0%Unchanged
Quarry LP112$16.4K0.01%+112New
McClarren Financial Advisors, Inc.116$17.0K0.02%+1+0.9%Added
Larson Financial Group LLC117$17.1K0.00%00.0%Unchanged
WealthPLAN Partners, LLC120$17.6K0.00%+120New
Piscataqua Savings Bank125$18.3K0.02%00.0%Unchanged
BerganKDV Wealth Management, LLC148$21.7K0.00%+3+2.1%Added
Ogorek Anthony Joseph152$22.0K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.152$22.0K0.00%+152New
TCI Wealth Advisors, Inc.151$22.1K0.00%00.0%Unchanged
Sandy Spring Bank153$22.4K0.00%00.0%Unchanged
Front Row Advisors LLC158$23.0K0.01%+90+132.4%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main160$23.5K0.00%−5,634−97.2%Reduced
Private Ocean, LLC164$24.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC164$24.1K0.00%+11+7.2%Added
Smithfield Trust Co170$25.0K0.00%00.0%Unchanged
Investors Research Corp176$25.8K0.01%00.0%Unchanged
First Command Bank190$27.8K0.00%00.0%Unchanged
First Command Financial Services, Inc.190$27.8K0.00%00.0%Unchanged
First PREMIER Bank195$29.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC200$29.3K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC201$29.5K0.04%−202−50.1%Reduced
Webster Bank, N. A.203$29.8K0.00%00.0%Unchanged
Oakworth Capital, Inc.205$30.0K0.00%00.0%Unchanged
Brown Shipley& Co Ltd206$30.2K0.02%+206New
Jones Financial Companies LLLP210$30.8K0.00%00.0%Unchanged
Harbour Investments, Inc.220$32.2K0.00%00.0%Unchanged
Blume Capital Management, Inc.229$33.6K0.01%00.0%Unchanged
Clear Street Markets LLC230$34.0K0.01%−2,134−90.3%Reduced
Asset Dedication, LLC229$34.0K0.00%00.0%Unchanged
IFP Advisors, Inc665$34.5K0.00%−666−50.0%Reduced
IMA Wealth, Inc.237$34.7K0.01%00.0%Unchanged
Assetmark, Inc244$35.8K0.00%−59−19.5%Reduced