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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 1,460 | $214.0K | 0.03% | −45−3.0% | Reduced |
| Apollon Wealth Management, LLC | 1,452 | $212.8K | 0.01% | −461−24.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,439 | $212.0K | 0.07% | +1,439 | New |
| Peapack Gladstone Financial Corp | 1,417 | $211.0K | 0.00% | +1,417 | New |
| River Wealth Advisors LLC | 1,439 | $210.9K | 0.04% | +1,439 | New |
| Meeder Advisory Services, Inc. | 1,432 | $209.9K | 0.02% | −528−26.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,429 | $209.4K | 0.04% | +1,429 | New |
| Atria Wealth Solutions, Inc. | 1,408 | $207.3K | 0.00% | +1,408 | New |
| Cigna Investments Inc | 1,410 | $207.0K | 0.04% | +1,410 | New |
| RMB Capital Management, LLC | 1,411 | $206.8K | 0.01% | +1,411 | New |
| Aull & Monroe Investment Management Corp | 1,407 | $206.2K | 0.11% | +1,407 | New |
| Boothbay Fund Management, LLC | 1,406 | $206.1K | 0.01% | −2,839−66.9% | Reduced |
| Operose Advisors LLC | 1,400 | $205.2K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,385 | $203.0K | 0.03% | +1,385 | New |
| Ballentine Partners, LLC | 1,383 | $202.7K | 0.01% | +1,383 | New |
| Harvey Investment Co LLC | 1,368 | $201.0K | 0.02% | +1,368 | New |
| Signaturefd, LLC | 1,355 | $198.6K | 0.01% | −77−5.4% | Reduced |
| Tobam | 1,282 | $188.0K | 0.01% | +357+38.6% | Added |
| Ossiam | 1,279 | $187.5K | 0.00% | −3,971−75.6% | Reduced |
| Manchester Capital Management LLC | 1,251 | $183.4K | 0.02% | +1+0.1% | Added |
| Key Financial Inc | 1,156 | $169.4K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 1,143 | $167.5K | 0.00% | −250−17.9% | Reduced |
| Hall Laurie J Trustee | 1,050 | $154.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,020 | $149.6K | 0.02% | +142+16.2% | Added |
| Global Retirement Partners, LLC | 960 | $148.8K | 0.01% | +59+6.5% | Added |
| Tradition Wealth Management, LLC | 972 | $142.0K | 0.02% | +879+945.2% | Added |
| Ronald Blue Trust, Inc. | 1,046 | $141.0K | 0.00% | +360+52.5% | Added |
| Venturi Wealth Management, LLC | 843 | $123.6K | 0.01% | +843 | New |
| Trust Co of Vermont | 839 | $123.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 800 | $117.3K | 0.01% | −33−4.0% | Reduced |
| Centaurus Financial, Inc. | 776 | $114.0K | 0.01% | +776 | New |
| Toth Financial Advisory Corp | 770 | $112.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 762 | $111.7K | 0.00% | −14−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 754 | $110.5K | 0.02% | −11−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 717 | $106.0K | 0.01% | −5−0.7% | Reduced |
| First Horizon Advisors, Inc. | 708 | $103.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 700 | $103.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 693 | $101.6K | 0.01% | +693 | New |
| S.A. Mason LLC | 675 | $98.9K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 675 | $98.9K | 0.00% | +16+2.4% | Added |
| Massmutual Trust Co FSB | 669 | $98.1K | 0.00% | +31+4.9% | Added |
| Eagle Bay Advisors LLC | 666 | $97.6K | 0.05% | +341+104.9% | Added |
| Proequities, Inc. | 649 | $95.6K | 0.01% | +33+5.4% | Added |
| Covestor Ltd | 628 | $92.0K | 0.08% | +164+35.3% | Added |
| Park Place Capital Corp | 618 | $90.6K | 0.03% | +23+3.9% | Added |
| Penserra Capital Management LLC | 608 | $88.0K | 0.00% | −2−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 600 | $88.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 600 | $87.9K | 0.04% | −18−2.9% | Reduced |
| Granite FO LLC | 600 | $87.2K | 0.05% | +600 | New |
| Capstone Investment Advisors, LLC | 588 | $86.2K | 0.00% | +588 | New |
| Armstrong Advisory Group, Inc | 571 | $83.7K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 568 | $83.3K | 0.03% | +568 | New |
| Bartlett & Co. Wealth Management LLC | 559 | $82.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 559 | $82.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 538 | $78.9K | 0.01% | +2+0.4% | Added |
| Bokf, NA | 521 | $76.4K | 0.00% | −2,730−84.0% | Reduced |
| Concord Wealth Partners | 508 | $74.5K | 0.02% | +423+497.6% | Added |
| West Oak Capital, LLC | 500 | $73.3K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $73.3K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $73.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 495 | $72.6K | 0.00% | +495 | New |
| Laurel Wealth Advisors LLC | 493 | $72.3K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $72.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 489 | $71.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 471 | $69.0K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 471 | $68.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 457 | $67.0K | 0.02% | −62−11.9% | Reduced |
| Bangor Savings Bank | 452 | $66.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 451 | $66.2K | 0.00% | +11+2.5% | Added |
| Acadian Asset Management LLC | 438 | $64.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 433 | $62.9K | 0.00% | −4,929−91.9% | Reduced |
| MCF Advisors LLC | 428 | $62.7K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 415 | $60.8K | 0.00% | +397+2,205.6% | Added |
| New Hampshire Trust | 407 | $59.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 389 | $57.0K | 0.00% | +176+82.6% | Added |
| Aspire Private Capital, LLC | 388 | $56.9K | 0.02% | +388 | New |
| Chilton Capital Management LLC | 371 | $54.4K | 0.00% | +371 | New |
| Pinnacle Bancorp, Inc. | 354 | $51.9K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 342 | $50.1K | 0.01% | −35−9.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 338 | $49.5K | 0.00% | +132+64.1% | Added |
| Montag A & Associates Inc | 300 | $44.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $43.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 293 | $42.9K | 0.01% | +3+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 281 | $41.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 266 | $39.0K | 0.01% | −10−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 252 | $36.9K | 0.02% | +252 | New |
| Lindbrook Capital, LLC | 250 | $36.6K | 0.00% | −4−1.6% | Reduced |
| HighMark Wealth Management LLC | 249 | $36.5K | 0.03% | +2+0.8% | Added |
| PFG Private Wealth Management, LLC | 246 | $36.1K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 246 | $36.1K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 249 | $36.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 244 | $35.8K | 0.00% | −59−19.5% | Reduced |
| IMA Wealth, Inc. | 237 | $34.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 665 | $34.5K | 0.00% | −666−50.0% | Reduced |
| Clear Street Markets LLC | 230 | $34.0K | 0.01% | −2,134−90.3% | Reduced |
| Asset Dedication, LLC | 229 | $34.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $33.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $32.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 210 | $30.8K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 206 | $30.2K | 0.02% | +206 | New |