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, Q2 2023

Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
817
+29 vs. Q1 2023
Shares held
105.9M
+404.5K (+0.4%) vs. Q1 2023
Total value
$17.5B
+$2.07B (+13.4%) vs. Q1 2023
New holders
81
300 more added
Sold out
52
266 more reduced

5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 817 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 heldQ2 2023: $17.5B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2023.

Institutions holding BR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC4$00.00%−10−71.4%Reduced
AllSquare Wealth Management LLC1$1480.00%00.0%Unchanged
True Wealth Design, LLC3$4970.00%00.0%Unchanged
Manchester Capital Management LLC4$6630.00%−1,247−99.7%Reduced
TFC Financial Management4$6630.00%00.0%Unchanged
North Star Investment Management Corp.5$8280.00%00.0%Unchanged
American National Bank6$9940.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$9940.00%00.0%Unchanged
Financial Management Professionals, Inc.9$1.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC5$1.00K0.00%+5New
Coppell Advisory Solutions LLC8$1.31K0.00%+8New
Moisand Fitzgerald Tamayo, LLC10$1.66K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$1.82K0.00%00.0%Unchanged
Red Tortoise LLC12$1.99K0.00%00.0%Unchanged
State of Wyoming12$1.99K0.00%+2+20.0%Added
First Capital Advisors Group, LLC.12$1.99K0.00%+12New
Jackson, Grant Investment Advisers, Inc.13$2.15K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$2.15K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC14$2.32K0.00%00.0%Unchanged
Disciplined Investments, LLC15$2.48K0.00%−1−6.3%Reduced
Sofos Investments, Inc.166$2.52K0.01%+19+12.9%Added
SJS Investment Consulting Inc.16$2.65K0.00%00.0%Unchanged
Essex Investment Management Co LLC18$2.98K0.00%00.0%Unchanged
City State Bank21$3.00K0.00%+21New
Abound Wealth Management20$3.31K0.00%+2+11.1%Added
Beacon Capital Management, LLC20$3.31K0.00%+20New
Western Pacific Wealth Management, LP24$3.98K0.00%00.0%Unchanged
JNBA Financial Advisors24$3.98K0.00%00.0%Unchanged
ORG Partners LLC25$4.10K0.00%+25New
Bogart Wealth, LLC25$4.14K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$4.14K0.00%00.0%Unchanged
Sittner & Nelson, LLC25$4.14K0.00%+25New
Versant Capital Management, Inc26$4.31K0.00%+2+8.3%Added
Bell Investment Advisors, Inc26$4.31K0.00%+3+13.0%Added
Strategic Investment Solutions, Inc.30$4.47K0.00%00.0%Unchanged
Robinswood Financial LLC32$5.30K0.00%+32New
Crewe Advisors LLC32$5.30K0.00%00.0%Unchanged
Hexagon Capital Partners LLC33$5.47K0.00%−47−58.8%Reduced
Glass Jacobson Investment Advisors llc35$5.80K0.00%+35New
Sutton Wealth Advisors Inc.36$5.96K0.00%00.0%Unchanged
M&R Capital Management Inc37$6.13K0.00%00.0%Unchanged
Carmel Capital Partners, LLC37$6.13K0.00%00.0%Unchanged
CVA Family Office, LLC40$6.63K0.00%+30+300.0%Added
Gables Capital Management Inc.42$6.96K0.00%00.0%Unchanged
PrairieView Partners, LLC49$8.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management51$8.00K0.00%+51New
Hallmark Capital Management Inc52$8.61K0.00%00.0%Unchanged
Clearstead Advisors, LLC57$9.44K0.00%+57New
Cornerstone Planning Group LLC59$9.77K0.00%+59New
Coston, McIsaac & Partners64$10.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC63$10.4K0.00%−8−11.3%Reduced
Salem Investment Counselors Inc75$12.5K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC75$12.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc76$12.6K0.00%00.0%Unchanged
West Branch Capital LLC77$12.8K0.01%00.0%Unchanged
Northwest Bank & Trust Co78$12.9K0.01%+78New
Fairfield Financial Advisors, LTD80$13.3K0.01%00.0%Unchanged
Baystate Wealth Management LLC82$13.7K0.00%00.0%Unchanged
New Millennium Group LLC85$14.0K0.01%−4−4.5%Reduced
Capital Analysts, LLC88$15.0K0.00%00.0%Unchanged
Caldwell Trust Co93$15.4K0.00%00.0%Unchanged
Atticus Wealth Management, LLC95$15.7K0.01%00.0%Unchanged
Independence Bank of Kentucky95$15.7K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group97$16.1K0.01%00.0%Unchanged
AdvisorNet Financial, Inc99$16.4K0.00%+8+8.8%Added
Livforsakringsbolaget Skandia, Omsesidigt100$16.6K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$17.0K0.00%00.0%Unchanged
Atlantic Trust, LLC106$17.6K0.01%00.0%Unchanged
Sunbelt Securities, Inc.108$17.9K0.00%00.0%Unchanged
Centerpoint Advisors, LLC110$18.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.116$19.0K0.02%00.0%Unchanged
Mascoma Wealth Management LLC111$19.6K0.01%00.0%Unchanged
Piscataqua Savings Bank125$20.7K0.02%00.0%Unchanged
PCA Investment Advisory Services Inc.128$21.3K0.01%+128New
IFP Advisors, Inc412$21.4K0.00%−253−38.0%Reduced
Harbor Capital Advisors, Inc.134$22.2K0.00%+134New
BerganKDV Wealth Management, LLC145$24.0K0.00%−3−2.0%Reduced
Clear Street Markets LLC153$25.0K0.01%−77−33.5%Reduced
Ogorek Anthony Joseph152$25.0K0.01%00.0%Unchanged
Sandy Spring Bank153$25.3K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC155$25.7K0.00%−9−5.5%Reduced
Front Row Advisors LLC154$26.0K0.01%−4−2.5%Reduced
Private Ocean, LLC164$27.2K0.00%00.0%Unchanged
Smithfield Trust Co170$28.0K0.00%00.0%Unchanged
Westpac Banking Corp172$28.5K0.00%−9,644−98.2%Reduced
Investors Research Corp176$29.2K0.01%00.0%Unchanged
Larson Financial Group LLC183$30.3K0.00%+66+56.4%Added
Harbour Investments, Inc.187$31.0K0.00%−33−15.0%Reduced
First Command Bank190$31.5K0.00%00.0%Unchanged
First Command Financial Services, Inc.190$31.5K0.00%00.0%Unchanged
First PREMIER Bank195$32.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC200$33.1K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC201$33.3K0.05%00.0%Unchanged
Webster Bank, N. A.203$33.6K0.00%00.0%Unchanged
Oakworth Capital, Inc.205$34.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP210$34.8K0.00%00.0%Unchanged
Blume Capital Management, Inc.229$37.9K0.01%00.0%Unchanged
IMA Wealth, Inc.237$39.3K0.01%00.0%Unchanged
Assetmark, Inc244$40.4K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC246$40.7K0.02%00.0%Unchanged