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
Thompson Siegel & Walmsley LLC249$41.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC250$41.4K0.03%+1+0.4%Added
Lumature Wealth Partners, LLC255$42.2K0.03%+9+3.7%Added
Lindbrook Capital, LLC272$45.1K0.00%+22+8.8%Added
Cape Investment Advisory, Inc.286$47.4K0.03%+34+13.5%Added
Parkside Financial Bank & Trust288$47.7K0.01%+22+8.3%Added
MV Capital Management, Inc.295$48.9K0.01%+2+0.7%Added
Roble, Belko & Company, Inc295$49.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC297$49.2K0.00%−41−12.1%Reduced
Montag A & Associates Inc300$49.9K0.00%00.0%Unchanged
Allworth Financial LP308$51.0K0.00%−81−20.8%Reduced
Glassman Wealth Services332$55.0K0.01%−10−2.9%Reduced
TD Waterhouse Canada Inc.348$57.0K0.00%−85−19.6%Reduced
Asset Dedication, LLC354$58.0K0.00%+125+54.6%Added
Pinnacle Bancorp, Inc.354$58.6K0.02%00.0%Unchanged
Chilton Capital Management LLC371$61.4K0.00%00.0%Unchanged
Aspire Private Capital, LLC388$64.3K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.441$65.0K0.00%−605−57.8%Reduced
Capital Advisors, Ltd. LLC392$65.0K0.01%+311+384.0%Added
Harvest Fund Management Co., Ltd393$65.0K0.01%+393New
St Germain D J Co Inc393$65.1K0.00%+393New
EverSource Wealth Advisors, LLC429$71.1K0.01%+378+741.2%Added
Acadian Asset Management LLC438$72.0K0.00%00.0%Unchanged
Bangor Savings Bank452$74.9K0.01%00.0%Unchanged
Valley National Advisers Inc450$75.0K0.01%−21−4.5%Reduced
United Community Bank466$77.2K0.07%−5−1.1%Reduced
Farther Finance Advisors, LLC479$79.3K0.02%+22+4.8%Added
Column Capital Advisors, LLC489$81.0K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC491$81.3K0.04%00.0%Unchanged
Federated Hermes, Inc.491$81.3K0.00%+491New
Laurel Wealth Advisors LLC493$81.7K0.02%00.0%Unchanged
West Oak Capital, LLC500$82.8K0.04%00.0%Unchanged
Alta Advisers Ltd500$82.8K0.05%00.0%Unchanged
Highlander Capital Management, LLC500$83.0K0.04%00.0%Unchanged
Bokf, NA505$83.6K0.00%−16−3.1%Reduced
Quent Capital, LLC538$89.2K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC559$93.0K0.00%00.0%Unchanged
Bartlett & Co. LLC559$93.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc571$94.6K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC575$95.2K0.01%−25−4.2%Reduced
Covestor Ltd590$98.0K0.07%−38−6.1%Reduced
S.A. Mason LLC675$98.9K0.07%00.0%Unchanged
Cassady Schiller Wealth Management, LLC600$99.4K0.05%00.0%Unchanged
Proequities, Inc.613$101.9K0.01%−36−5.5%Reduced
Park Place Capital Corp617$102.2K0.03%−1−0.2%Reduced
Union Savings Bank620$104.1K0.06%+620New
Brown Brothers Harriman & Co659$109.2K0.00%−16−2.4%Reduced
Transamerica Financial Advisors, Inc.662$110.0K0.01%−55−7.7%Reduced
Eagle Bay Advisors LLC666$110.3K0.06%00.0%Unchanged
Brown Shipley& Co Ltd688$114.0K0.05%+482+234.0%Added
Hanson & Doremus Investment Management700$116.0K0.02%00.0%Unchanged
Massmutual Trust Co FSB709$117.4K0.00%+40+6.0%Added
Parallel Advisors, LLC712$118.0K0.00%+261+57.9%Added
V-Square Quantitative Management LLC714$118.3K0.09%+714New
Concord Wealth Partners720$119.3K0.03%+212+41.7%Added
Harbor Investment Advisory, LLC754$124.9K0.02%00.0%Unchanged
Tobam761$126.0K0.01%−521−40.6%Reduced
Sentry Investment Management LLC779$129.0K0.05%+779New
First Horizon Advisors, Inc.807$133.7K0.00%+99+14.0%Added
Toth Financial Advisory Corp820$135.8K0.02%+50+6.5%Added
Whittier Trust Co of Nevada Inc834$138.1K0.00%+72+9.4%Added
Trust Co of Vermont839$139.0K0.01%00.0%Unchanged
Spotlight Asset Group, Inc.870$144.1K0.13%+870New
Desjardins Global Asset Management Inc.889$147.2K0.02%+737+484.9%Added
Venturi Wealth Management, LLC895$148.2K0.01%+52+6.2%Added
UniSuper Management Pty Ltd900$149.1K0.00%+900New
Tradition Wealth Management, LLC1,000$166.0K0.02%+28+2.9%Added
Hall Laurie J Trustee1,050$174.0K0.07%00.0%Unchanged
HM Payson & Co1,143$189.3K0.00%00.0%Unchanged
MCF Advisors LLC1,152$191.3K0.02%+724+169.2%Added
Key Financial Inc1,156$191.5K0.06%00.0%Unchanged
MONECO Advisors, LLC1,216$201.4K0.05%+1,216New
Claro Advisors LLC1,219$201.9K0.05%+1,219New
Optas, LLC1,221$202.2K0.07%−251−17.1%Reduced
David Loasby1,241$202.9K0.02%+1,241New
SRS Capital Advisors, Inc.1,237$204.8K0.03%+217+21.3%Added
Harvey Investment Co LLC1,238$205.0K0.03%−130−9.5%Reduced
Change Path, LLC1,243$206.0K0.01%+1,243New
Pinnacle Wealth Planning Services, Inc.1,252$207.4K0.03%+1,252New
Traphagen Investment Advisors LLC1,254$207.7K0.03%+1,254New
GPS Wealth Strategies Group, LLC1,268$210.0K0.04%−282−18.2%Reduced
Colonial Trust Co1,269$210.2K0.05%−245−16.2%Reduced
Savant Capital, LLC1,277$211.5K0.00%+1,277New
Patron Partners Advisors, LLC1,278$211.7K0.15%+1,278New
Courier Capital LLC1,289$213.5K0.02%+1,289New
Phillips Wealth Planners LLC1,292$214.0K0.28%+1,292New
Kingsview Wealth Management, LLC1,296$214.7K0.01%+1,296New
Peapack Gladstone Financial Corp1,320$218.0K0.00%−97−6.8%Reduced
Apella Capital, LLC1,339$221.8K0.02%+1,339New
Goldstein Advisors, LLC1,340$221.9K0.05%+1,340New
Penserra Capital Management LLC1,347$222.0K0.00%+739+121.5%Added
Jacobsen Capital Management1,345$222.8K0.11%−515−27.7%Reduced
Atlas Brown,Inc.1,352$223.9K0.10%+1,352New
HB Wealth Management, LLC1,374$227.5K0.00%+1,374New
Capital Investment Counsel, Inc1,378$228.3K0.04%+1,378New
Souders Financial Advisors1,386$229.6K0.04%+1,386New
CX Institutional1,392$230.6K0.01%+1,392New
Signaturefd, LLC1,395$231.1K0.01%+40+3.0%Added
Golden State Equity Partners1,398$231.6K0.07%+1,398New
Operose Advisors LLC1,400$231.9K0.11%00.0%Unchanged