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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
Argonautica Private Wealth Management, Inc1,501$220.1K0.11%−172−10.3%Reduced
Colonial Trust Co1,514$221.9K0.06%+855+129.7%Added
Dynamic Advisor Solutions LLC1,515$222.1K0.01%+1,515New
First Manhattan Co1,527$223.8K0.00%−29−1.9%Reduced
Keybank National Association1,549$227.0K0.00%−96−5.8%Reduced
GPS Wealth Strategies Group, LLC1,550$227.2K0.05%+1,550New
Mystic Asset Management, Inc.1,600$234.5K0.13%−50−3.0%Reduced
Arcadia Investment Management Corp1,600$234.5K0.05%00.0%Unchanged
Foundations Investment Advisors, LLC1,621$237.6K0.01%+1,621New
Empire Financial Management Company, LLC1,624$238.1K0.10%+1,624New
Horizon Investments, LLC1,630$238.9K0.01%+1,630New
Carolinas Wealth Consulting LLC1,628$239.8K0.05%+19+1.2%Added
Anchor Investment Management, LLC1,650$241.8K0.03%00.0%Unchanged
Vivaldi Capital Management, LLC1,658$243.0K0.07%−36−2.1%Reduced
Baker Avenue Asset Management, LP1,663$243.7K0.01%+1,660+55,333.3%Added
Evercore Wealth Management, LLC1,665$244.0K0.00%00.0%Unchanged
Keystone Financial Services1,667$244.3K0.13%00.0%Unchanged
Brighton Jones LLC1,681$246.4K0.01%+1,681New
Meredith Wealth Planning1,684$246.8K0.20%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC1,687$247.3K0.21%+16+1.0%Added
Empower Advisory Group, LLC1,711$248.4K0.00%+1,711New
Truadvice, LLC1,710$248.7K0.10%+1,710New
Rockland Trust Co1,704$249.8K0.02%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC1,718$251.8K0.05%+1,718New
Ameritas Investment Partners, Inc.1,721$252.2K0.01%+2+0.1%Added
Vista Wealth Management Group, LLC1,727$253.1K0.03%+1,727New
Procyon Private Wealth Partners, LLC1,735$254.3K0.04%00.0%Unchanged
Campion Asset Management LLC1,735$254.3K0.24%+1,735New
Merit Financial Group, LLC1,740$255.0K0.01%+1,740New
Stonehearth Capital Management, LLC1,740$255.0K0.14%00.0%Unchanged
Clarius Group, LLC1,749$256.4K0.02%−21−1.2%Reduced
Main Street Financial Solutions, LLC1,740$256.4K0.04%+62+3.7%Added
Marco Investment Management LLC1,800$263.8K0.03%00.0%Unchanged
Moody Aldrich Partners LLC1,801$264.0K0.05%−2−0.1%Reduced
Hilton Capital Management, LLC1,980$265.6K0.03%+266+15.5%Added
Samalin Investment Counsel, LLC1,823$267.2K0.16%+10+0.6%Added
Vontobel Holding Ltd.1,831$268.4K0.00%−2,375−56.5%Reduced
Advisors Capital Management, LLC1,832$269.0K0.01%+174+10.5%Added
Integrated Wealth Concepts LLC1,843$270.0K0.01%+1,843New
Strategy Asset Managers LLC1,851$271.3K0.07%−33−1.8%Reduced
Jacobsen Capital Management1,860$272.6K0.15%−4,281−69.7%Reduced
LifePro Asset Management2,040$273.6K0.20%00.0%Unchanged
Ci Investments Inc.1,878$275.0K0.00%−495−20.9%Reduced
Shore Point Advisors, LLC1,877$275.1K0.21%00.0%Unchanged
We Are One Seven, LLC1,915$280.7K0.02%−594−23.7%Reduced
Texas Capital Bank Wealth Management Services Inc1,931$283.0K0.03%−80−4.0%Reduced
Continuum Advisory, LLC1,935$283.6K0.05%+1,935New
Abner Herrman & Brock LLC1,940$284.0K0.04%00.0%Unchanged
Private Trust Co NA1,965$288.0K0.04%−30−1.5%Reduced
Benchmark Investment Advisors LLC2,000$293.1K0.30%00.0%Unchanged
Ifrah Financial Services, Inc.2,028$297.2K0.09%−52−2.5%Reduced
Sciencast Management LP1,956$299.2K0.40%+1,956New
Mutual Advisors, LLC2,061$302.1K0.01%+2,061New
AIA Group Ltd2,067$303.0K0.02%−192−8.5%Reduced
Aberdeen Wealth Management LLC2,069$303.3K0.23%−125−5.7%Reduced
Spire Wealth Management2,070$303.4K0.01%−87−4.0%Reduced
ABLE Financial Group, LLC2,074$304.0K0.20%+2,074New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,075$304.1K0.01%+362+21.1%Added
Stephens Inc2,112$309.6K0.01%−18−0.8%Reduced
Power Corp of Canada2,202$309.6K0.03%+1,101+100.0%Added
Radnor Capital Management, LLC2,115$310.0K0.08%+367+21.0%Added
Central Trust Co2,118$310.4K0.01%−214−9.2%Reduced
Jacobi Capital Management LLC2,134$312.8K0.04%+2,134New
Vident Investment Advisory, LLC2,134$312.8K0.01%+2,134New
Connecticut Wealth Management, LLC2,152$315.4K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC2,190$321.1K0.04%−10.0%Reduced
Segall Bryant & Hamill, LLC2,207$323.0K0.00%+152+7.4%Added
FDx Advisors, Inc.2,445$328.0K0.01%00.0%Unchanged
Schear Investment Advisers, LLC2,244$328.9K0.39%−43−1.9%Reduced
Segment Wealth Management, LLC2,244$328.9K0.04%00.0%Unchanged
First National Advisers, LLC2,244$329.0K0.37%+13+0.6%Added
Americana Partners, LLC2,250$329.8K0.05%00.0%Unchanged
Heritage Wealth Advisors2,256$330.7K0.02%−14−0.6%Reduced
Industrial Alliance Investment Management Inc.2,270$333.0K0.01%+1,578+228.0%Added
Avestar Capital, LLC2,278$335.5K0.07%−151−6.2%Reduced
Wealth Alliance2,296$336.5K0.05%+423+22.6%Added
Tokio Marine Asset Management Co Ltd2,298$336.8K0.02%+306+15.4%Added
Stock Yards Bank & Trust Co2,296$337.0K0.01%00.0%Unchanged
Alps Advisors Inc2,300$337.1K0.00%+2,300New
Argent Trust Co2,332$341.8K0.02%00.0%Unchanged
Man Group plc–$343.6K0.00%––
Cambridge Trust Co2,351$344.6K0.02%00.0%Unchanged
Citizens Financial Group Inc2,345$345.4K0.01%+2,345New
Court Place Advisors, LLC2,426$355.6K0.13%00.0%Unchanged
Verition Fund Management LLC2,446$358.5K0.01%+774+46.3%Added
Voya Financial Advisors, Inc.2,481$360.0K0.04%+91+3.8%Added
Wetherby Asset Management Inc2,484$364.1K0.02%+53+2.2%Added
Clark Capital Management Group, Inc.2,486$364.4K0.00%+2,486New
Axq Capital, LP2,500$366.4K0.15%+2,500New
Prestige Wealth Management Group LLC2,494$367.4K0.09%+14+0.6%Added
Wealth Enhancement Advisory Services, LLC2,535$371.6K0.00%+2,535New
Lido Advisors, LLC2,539$372.1K0.01%+634+33.3%Added
Pitcairn Co2,583$378.6K0.03%00.0%Unchanged
Everence Capital Management Inc2,596$380.0K0.03%00.0%Unchanged
Sigma Planning Corp2,636$386.4K0.01%+156+6.3%Added
Eqis Capital Management, Inc.2,648$388.1K0.04%−385−12.7%Reduced
WealthTrust Axiom LLC2,681$393.0K0.13%00.0%Unchanged
Polaris Wealth Advisory Group, LLC2,707$396.8K0.03%00.0%Unchanged
Cetera Advisors LLC2,725$399.4K0.01%+253+10.2%Added
Old National Bancorp2,725$399.4K0.01%−20−0.7%Reduced