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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
Wealth Enhancement Advisory Services, LLC2,535$371.6K0.00%+2,535New
Prestige Wealth Management Group LLC2,494$367.4K0.09%+14+0.6%Added
Axq Capital, LP2,500$366.4K0.15%+2,500New
Clark Capital Management Group, Inc.2,486$364.4K0.00%+2,486New
Wetherby Asset Management Inc2,484$364.1K0.02%+53+2.2%Added
Voya Financial Advisors, Inc.2,481$360.0K0.04%+91+3.8%Added
Verition Fund Management LLC2,446$358.5K0.01%+774+46.3%Added
Court Place Advisors, LLC2,426$355.6K0.13%00.0%Unchanged
Citizens Financial Group Inc2,345$345.4K0.01%+2,345New
Cambridge Trust Co2,351$344.6K0.02%00.0%Unchanged
Man Group plc–$343.6K0.00%––
Argent Trust Co2,332$341.8K0.02%00.0%Unchanged
Alps Advisors Inc2,300$337.1K0.00%+2,300New
Stock Yards Bank & Trust Co2,296$337.0K0.01%00.0%Unchanged
Tokio Marine Asset Management Co Ltd2,298$336.8K0.02%+306+15.4%Added
Wealth Alliance2,296$336.5K0.05%+423+22.6%Added
Avestar Capital, LLC2,278$335.5K0.07%−151−6.2%Reduced
Industrial Alliance Investment Management Inc.2,270$333.0K0.01%+1,578+228.0%Added
Heritage Wealth Advisors2,256$330.7K0.02%−14−0.6%Reduced
Americana Partners, LLC2,250$329.8K0.05%00.0%Unchanged
First National Advisers, LLC2,244$329.0K0.37%+13+0.6%Added
Schear Investment Advisers, LLC2,244$328.9K0.39%−43−1.9%Reduced
Segment Wealth Management, LLC2,244$328.9K0.04%00.0%Unchanged
FDx Advisors, Inc.2,445$328.0K0.01%00.0%Unchanged
Segall Bryant & Hamill, LLC2,207$323.0K0.00%+152+7.4%Added
Plante Moran Financial Advisors, LLC2,190$321.1K0.04%−10.0%Reduced
Connecticut Wealth Management, LLC2,152$315.4K0.02%00.0%Unchanged
Vident Investment Advisory, LLC2,134$312.8K0.01%+2,134New
Jacobi Capital Management LLC2,134$312.8K0.04%+2,134New
Central Trust Co2,118$310.4K0.01%−214−9.2%Reduced
Radnor Capital Management, LLC2,115$310.0K0.08%+367+21.0%Added
Power Corp of Canada2,202$309.6K0.03%+1,101+100.0%Added
Stephens Inc2,112$309.6K0.01%−18−0.8%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,075$304.1K0.01%+362+21.1%Added
ABLE Financial Group, LLC2,074$304.0K0.20%+2,074New
Spire Wealth Management2,070$303.4K0.01%−87−4.0%Reduced
Aberdeen Wealth Management LLC2,069$303.3K0.23%−125−5.7%Reduced
AIA Group Ltd2,067$303.0K0.02%−192−8.5%Reduced
Mutual Advisors, LLC2,061$302.1K0.01%+2,061New
Sciencast Management LP1,956$299.2K0.40%+1,956New
Ifrah Financial Services, Inc.2,028$297.2K0.09%−52−2.5%Reduced
Benchmark Investment Advisors LLC2,000$293.1K0.30%00.0%Unchanged
Private Trust Co NA1,965$288.0K0.04%−30−1.5%Reduced
Abner Herrman & Brock LLC1,940$284.0K0.04%00.0%Unchanged
Continuum Advisory, LLC1,935$283.6K0.05%+1,935New
Texas Capital Bank Wealth Management Services Inc1,931$283.0K0.03%−80−4.0%Reduced
We Are One Seven, LLC1,915$280.7K0.02%−594−23.7%Reduced
Shore Point Advisors, LLC1,877$275.1K0.21%00.0%Unchanged
Ci Investments Inc.1,878$275.0K0.00%−495−20.9%Reduced
LifePro Asset Management2,040$273.6K0.20%00.0%Unchanged
Jacobsen Capital Management1,860$272.6K0.15%−4,281−69.7%Reduced
Strategy Asset Managers LLC1,851$271.3K0.07%−33−1.8%Reduced
Integrated Wealth Concepts LLC1,843$270.0K0.01%+1,843New
Advisors Capital Management, LLC1,832$269.0K0.01%+174+10.5%Added
Vontobel Holding Ltd.1,831$268.4K0.00%−2,375−56.5%Reduced
Samalin Investment Counsel, LLC1,823$267.2K0.16%+10+0.6%Added
Hilton Capital Management, LLC1,980$265.6K0.03%+266+15.5%Added
Moody Aldrich Partners LLC1,801$264.0K0.05%−2−0.1%Reduced
Marco Investment Management LLC1,800$263.8K0.03%00.0%Unchanged
Main Street Financial Solutions, LLC1,740$256.4K0.04%+62+3.7%Added
Clarius Group, LLC1,749$256.4K0.02%−21−1.2%Reduced
Stonehearth Capital Management, LLC1,740$255.0K0.14%00.0%Unchanged
Merit Financial Group, LLC1,740$255.0K0.01%+1,740New
Procyon Private Wealth Partners, LLC1,735$254.3K0.04%00.0%Unchanged
Campion Asset Management LLC1,735$254.3K0.24%+1,735New
Vista Wealth Management Group, LLC1,727$253.1K0.03%+1,727New
Ameritas Investment Partners, Inc.1,721$252.2K0.01%+2+0.1%Added
Patriot Financial Group Insurance Agency, LLC1,718$251.8K0.05%+1,718New
Rockland Trust Co1,704$249.8K0.02%00.0%Unchanged
Truadvice, LLC1,710$248.7K0.10%+1,710New
Empower Advisory Group, LLC1,711$248.4K0.00%+1,711New
Hutchens & Kramer Investment Management Group, LLC1,687$247.3K0.21%+16+1.0%Added
Meredith Wealth Planning1,684$246.8K0.20%00.0%Unchanged
Brighton Jones LLC1,681$246.4K0.01%+1,681New
Keystone Financial Services1,667$244.3K0.13%00.0%Unchanged
Evercore Wealth Management, LLC1,665$244.0K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP1,663$243.7K0.01%+1,660+55,333.3%Added
Vivaldi Capital Management, LLC1,658$243.0K0.07%−36−2.1%Reduced
Anchor Investment Management, LLC1,650$241.8K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC1,628$239.8K0.05%+19+1.2%Added
Horizon Investments, LLC1,630$238.9K0.01%+1,630New
Empire Financial Management Company, LLC1,624$238.1K0.10%+1,624New
Foundations Investment Advisors, LLC1,621$237.6K0.01%+1,621New
Mystic Asset Management, Inc.1,600$234.5K0.13%−50−3.0%Reduced
Arcadia Investment Management Corp1,600$234.5K0.05%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,550$227.2K0.05%+1,550New
Keybank National Association1,549$227.0K0.00%−96−5.8%Reduced
First Manhattan Co1,527$223.8K0.00%−29−1.9%Reduced
Dynamic Advisor Solutions LLC1,515$222.1K0.01%+1,515New
Colonial Trust Co1,514$221.9K0.06%+855+129.7%Added
Argonautica Private Wealth Management, Inc1,501$220.1K0.11%−172−10.3%Reduced
Buckingham Capital Management, Inc.1,500$219.9K0.04%00.0%Unchanged
Hudson Capital Management LLC1,500$219.9K0.09%00.0%Unchanged
StoneX Group Inc.1,488$219.3K0.02%+1,488New
LGT Financial Advisors LLC1,494$219.0K0.41%+1,494New
Resources Investment Advisors, LLC.1,493$218.9K0.01%−446−23.0%Reduced
Mather Group, LLC.1,491$218.5K0.00%−1,798−54.7%Reduced
Washington Trust Advisors, Inc.1,486$217.8K0.02%00.0%Unchanged
Atom Investors LP1,477$216.5K0.12%+1,477New
Optas, LLC1,472$215.8K0.08%+1,472New