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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
Thompson Siegel & Walmsley LLC249$36.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC246$36.1K0.02%00.0%Unchanged
Lumature Wealth Partners, LLC246$36.1K0.02%00.0%Unchanged
HighMark Wealth Management LLC249$36.5K0.03%+2+0.8%Added
Lindbrook Capital, LLC250$36.6K0.00%−4−1.6%Reduced
Cape Investment Advisory, Inc.252$36.9K0.02%+252New
Parkside Financial Bank & Trust266$39.0K0.01%−10−3.6%Reduced
Edmond de Rothschild Holding S.A.281$41.2K0.00%00.0%Unchanged
MV Capital Management, Inc.293$42.9K0.01%+3+1.0%Added
Roble, Belko & Company, Inc295$43.0K0.01%00.0%Unchanged
Montag A & Associates Inc300$44.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC338$49.5K0.00%+132+64.1%Added
Glassman Wealth Services342$50.1K0.01%−35−9.3%Reduced
Pinnacle Bancorp, Inc.354$51.9K0.02%00.0%Unchanged
Chilton Capital Management LLC371$54.4K0.00%+371New
Aspire Private Capital, LLC388$56.9K0.02%+388New
Allworth Financial LP389$57.0K0.00%+176+82.6%Added
New Hampshire Trust407$59.7K0.02%00.0%Unchanged
Ellevest, Inc.415$60.8K0.00%+397+2,205.6%Added
MCF Advisors LLC428$62.7K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.433$62.9K0.00%−4,929−91.9%Reduced
Acadian Asset Management LLC438$64.0K0.00%00.0%Unchanged
Parallel Advisors, LLC451$66.2K0.00%+11+2.5%Added
Bangor Savings Bank452$66.3K0.01%00.0%Unchanged
Farther Finance Advisors, LLC457$67.0K0.02%−62−11.9%Reduced
Valley National Advisers Inc471$68.0K0.01%00.0%Unchanged
United Community Bank471$69.0K0.07%00.0%Unchanged
Column Capital Advisors, LLC489$71.7K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC491$72.0K0.04%00.0%Unchanged
Laurel Wealth Advisors LLC493$72.3K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.495$72.6K0.00%+495New
Highlander Capital Management, LLC500$73.0K0.04%00.0%Unchanged
West Oak Capital, LLC500$73.3K0.04%00.0%Unchanged
Alta Advisers Ltd500$73.3K0.04%00.0%Unchanged
Concord Wealth Partners508$74.5K0.02%+423+497.6%Added
Bokf, NA521$76.4K0.00%−2,730−84.0%Reduced
Quent Capital, LLC538$78.9K0.01%+2+0.4%Added
Bartlett & Co. LLC559$82.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC559$82.3K0.00%00.0%Unchanged
Milestone Investment Advisors LLC568$83.3K0.03%+568New
Armstrong Advisory Group, Inc571$83.7K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC588$86.2K0.00%+588New
Granite FO LLC600$87.2K0.05%+600New
Cassady Schiller Wealth Management, LLC600$87.9K0.04%−18−2.9%Reduced
Cary Street Partner Investment Advisory LLC600$88.0K0.01%00.0%Unchanged
Penserra Capital Management LLC608$88.0K0.00%−2−0.3%Reduced
Park Place Capital Corp618$90.6K0.03%+23+3.9%Added
Covestor Ltd628$92.0K0.08%+164+35.3%Added
Proequities, Inc.649$95.6K0.01%+33+5.4%Added
Eagle Bay Advisors LLC666$97.6K0.05%+341+104.9%Added
Massmutual Trust Co FSB669$98.1K0.00%+31+4.9%Added
S.A. Mason LLC675$98.9K0.07%00.0%Unchanged
Brown Brothers Harriman & Co675$98.9K0.00%+16+2.4%Added
Ameritas Advisory Services, LLC693$101.6K0.01%+693New
Hanson & Doremus Investment Management700$103.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.708$103.8K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.717$106.0K0.01%−5−0.7%Reduced
Harbor Investment Advisory, LLC754$110.5K0.02%−11−1.4%Reduced
Whittier Trust Co of Nevada Inc762$111.7K0.00%−14−1.8%Reduced
Toth Financial Advisory Corp770$112.9K0.02%00.0%Unchanged
Centaurus Financial, Inc.776$114.0K0.01%+776New
Belpointe Asset Management LLC800$117.3K0.01%−33−4.0%Reduced
Trust Co of Vermont839$123.0K0.01%00.0%Unchanged
Venturi Wealth Management, LLC843$123.6K0.01%+843New
Ronald Blue Trust, Inc.1,046$141.0K0.00%+360+52.5%Added
Tradition Wealth Management, LLC972$142.0K0.02%+879+945.2%Added
Global Retirement Partners, LLC960$148.8K0.01%+59+6.5%Added
SRS Capital Advisors, Inc.1,020$149.6K0.02%+142+16.2%Added
Hall Laurie J Trustee1,050$154.0K0.07%00.0%Unchanged
HM Payson & Co1,143$167.5K0.00%−250−17.9%Reduced
Key Financial Inc1,156$169.4K0.06%00.0%Unchanged
Manchester Capital Management LLC1,251$183.4K0.02%+1+0.1%Added
Ossiam1,279$187.5K0.00%−3,971−75.6%Reduced
Tobam1,282$188.0K0.01%+357+38.6%Added
Signaturefd, LLC1,355$198.6K0.01%−77−5.4%Reduced
Harvey Investment Co LLC1,368$201.0K0.02%+1,368New
Ballentine Partners, LLC1,383$202.7K0.01%+1,383New
Silver Oak Securities, Inc1,385$203.0K0.03%+1,385New
Operose Advisors LLC1,400$205.2K0.10%00.0%Unchanged
Boothbay Fund Management, LLC1,406$206.1K0.01%−2,839−66.9%Reduced
Aull & Monroe Investment Management Corp1,407$206.2K0.11%+1,407New
RMB Capital Management, LLC1,411$206.8K0.01%+1,411New
Cigna Investments Inc1,410$207.0K0.04%+1,410New
Atria Wealth Solutions, Inc.1,408$207.3K0.00%+1,408New
Fund Management at Engine No. 1 LLC1,429$209.4K0.04%+1,429New
Meeder Advisory Services, Inc.1,432$209.9K0.02%−528−26.9%Reduced
River Wealth Advisors LLC1,439$210.9K0.04%+1,439New
Peapack Gladstone Financial Corp1,417$211.0K0.00%+1,417New
Quadrant Private Wealth Management, LLC1,439$212.0K0.07%+1,439New
Apollon Wealth Management, LLC1,452$212.8K0.01%−461−24.1%Reduced
Sound View Wealth Advisors Group, LLC1,460$214.0K0.03%−45−3.0%Reduced
Optas, LLC1,472$215.8K0.08%+1,472New
Atom Investors LP1,477$216.5K0.12%+1,477New
Washington Trust Advisors, Inc.1,486$217.8K0.02%00.0%Unchanged
Mather Group, LLC.1,491$218.5K0.00%−1,798−54.7%Reduced
Resources Investment Advisors, LLC.1,493$218.9K0.01%−446−23.0%Reduced
LGT Financial Advisors LLC1,494$219.0K0.41%+1,494New
StoneX Group Inc.1,488$219.3K0.02%+1,488New
Buckingham Capital Management, Inc.1,500$219.9K0.04%00.0%Unchanged
Hudson Capital Management LLC1,500$219.9K0.09%00.0%Unchanged