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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, 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
Profund Advisors LLC1,402$232.2K0.01%+1,402New
Aull & Monroe Investment Management Corp1,407$233.0K0.12%00.0%Unchanged
LGT Financial Advisors LLC1,411$233.8K0.25%−83−5.6%Reduced
Cigna Investments Inc1,410$234.0K0.04%00.0%Unchanged
Silver Oak Securities, Inc1,413$234.0K0.04%+28+2.0%Added
Oak Thistle LLC1,417$234.7K0.12%+1,417New
River Wealth Advisors LLC1,421$235.4K0.04%−18−1.3%Reduced
Advisors Capital Management, LLC1,432$237.0K0.01%−400−21.8%Reduced
Exchange Traded Concepts, LLC1,438$238.2K0.01%+1,438New
Quadrant Private Wealth Management, LLC1,439$239.4K0.07%00.0%Unchanged
Ballentine Partners, LLC1,459$241.7K0.01%+76+5.5%Added
Foundations Investment Advisors, LLC1,463$242.2K0.01%−158−9.7%Reduced
Wellington Management Group LLP1,463$242.3K0.00%−5,298−78.4%Reduced
Sound View Wealth Advisors Group, LLC1,473$244.0K0.03%+13+0.9%Added
Cadent Capital Advisors, LLC1,480$245.1K0.15%+1,480New
Washington Trust Advisors, Inc.1,486$246.1K0.02%00.0%Unchanged
Atria Wealth Solutions, Inc.1,485$246.9K0.00%+77+5.5%Added
Buckingham Capital Management, Inc.1,500$248.4K0.04%00.0%Unchanged
Hudson Capital Management LLC1,500$248.4K0.10%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc1,506$249.4K0.03%−425−22.0%Reduced
First Manhattan Co1,527$252.9K0.00%00.0%Unchanged
Ascent Wealth Partners, LLC1,529$253.2K0.04%+1,529New
Fund Management at Engine No. 1 LLC1,535$254.2K0.05%+106+7.4%Added
CAPROCK Group, Inc.1,529$254.3K0.02%+1,529New
Campbell & CO Investment Adviser LLC1,537$254.6K0.05%+1,537New
Rockland Trust Co1,538$254.7K0.02%−166−9.7%Reduced
RMB Capital Management, LLC1,551$256.9K0.01%+140+9.9%Added
Dynamic Advisor Solutions LLC1,557$257.9K0.01%+42+2.8%Added
Meeder Advisory Services, Inc.1,582$262.1K0.03%+150+10.5%Added
Trexquant Investment LP1,592$263.7K0.01%+1,592New
Keybank National Association1,596$264.4K0.00%+47+3.0%Added
Arcadia Investment Management Corp1,600$265.0K0.05%00.0%Unchanged
Mystic Asset Management, Inc.1,600$265.0K0.14%00.0%Unchanged
Empire Financial Management Company, LLC1,624$269.1K0.11%00.0%Unchanged
Argonautica Private Wealth Management, Inc1,627$269.4K0.12%+126+8.4%Added
Carolinas Wealth Consulting LLC1,628$270.8K0.05%00.0%Unchanged
Verition Fund Management LLC1,641$271.8K0.00%−805−32.9%Reduced
Anchor Investment Management, LLC1,650$273.3K0.03%00.0%Unchanged
Vivaldi Capital Management, LLC1,660$274.9K0.08%+2+0.1%Added
Baker Avenue Asset Management, LP1,662$275.3K0.01%−1−0.1%Reduced
Evercore Wealth Management, LLC1,665$275.8K0.01%00.0%Unchanged
Portside Wealth Group, LLC1,693$280.4K0.05%+1,693New
Hutchens & Kramer Investment Management Group, LLC1,694$280.6K0.22%+7+0.4%Added
Jmac Enterprises LLC1,700$281.6K0.07%+1,700New
Keystone Financial Services1,706$282.6K0.14%+39+2.3%Added
Stephens Inc1,712$283.6K0.01%−400−18.9%Reduced
Moody Aldrich Partners LLC1,713$283.7K0.06%−88−4.9%Reduced
Ameritas Investment Partners, Inc.1,722$285.2K0.01%+1+0.1%Added
Menard Financial Group LLC1,722$285.2K0.59%+1,722New
Vista Wealth Management Group, LLC1,727$286.0K0.03%00.0%Unchanged
Brighton Jones LLC1,730$286.5K0.01%+49+2.9%Added
Campion Asset Management LLC1,735$287.4K0.26%00.0%Unchanged
Stonehearth Capital Management, LLC1,740$288.2K0.15%00.0%Unchanged
Main Street Financial Solutions, LLC1,743$288.7K0.04%+3+0.2%Added
Ci Investments Inc.1,756$291.0K0.00%−122−6.5%Reduced
Prestige Wealth Management Group LLC1,755$292.0K0.07%−739−29.6%Reduced
Horizon Investments, LLC1,765$292.3K0.01%+135+8.3%Added
Clarius Group, LLC1,780$294.8K0.02%+31+1.8%Added
Marco Investment Management LLC1,800$298.1K0.03%00.0%Unchanged
Mount Yale Investment Advisors, LLC1,816$300.8K0.03%−2,639−59.2%Reduced
Vontobel Holding Ltd.1,831$303.3K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.1,875$310.6K0.01%+382+25.6%Added
Shore Point Advisors, LLC1,877$310.9K0.22%00.0%Unchanged
Strategy Asset Managers LLC1,884$312.1K0.07%+33+1.8%Added
Patriot Financial Group Insurance Agency, LLC1,892$313.3K0.06%+174+10.1%Added
Mutual Advisors, LLC1,895$313.9K0.01%−166−8.1%Reduced
Meiji Yasuda Asset Management Co Ltd.1,900$315.0K0.02%−2,510−56.9%Reduced
Aigen Investment Management, LP1,911$316.5K0.05%+1,911New
Ellevest, Inc.1,929$319.5K0.02%+1,514+364.8%Added
Caisse de Depot Et Placement du Quebec1,938$321.0K0.00%−125,490−98.5%Reduced
We Are One Seven, LLC1,941$321.5K0.03%+26+1.4%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,946$322.3K0.01%−129−6.2%Reduced
Global Retirement Partners, LLC1,954$323.6K0.02%+994+103.5%Added
Private Trust Co NA1,965$325.5K0.04%00.0%Unchanged
Continuum Advisory, LLC1,993$330.1K0.05%+58+3.0%Added
Benchmark Investment Advisors LLC2,000$331.3K0.31%00.0%Unchanged
Central Trust Co2,021$334.7K0.01%−97−4.6%Reduced
Sigma Planning Corp2,038$337.7K0.01%−598−22.7%Reduced
LifePro Asset Management2,040$337.9K0.26%00.0%Unchanged
Merit Financial Group, LLC2,059$341.0K0.01%+319+18.3%Added
Ifrah Financial Services, Inc.2,063$341.7K0.10%+35+1.7%Added
Aberdeen Wealth Management LLC2,069$342.7K0.25%00.0%Unchanged
Radnor Capital Management, LLC2,077$344.0K0.15%−38−1.8%Reduced
Wealth Enhancement Advisory Services, LLC2,109$349.3K0.00%−426−16.8%Reduced
Spire Wealth Management2,120$351.1K0.01%+50+2.4%Added
Schear Investment Advisers, LLC2,141$354.6K0.37%−103−4.6%Reduced
First National Advisers, LLC2,165$359.0K0.33%−79−3.5%Reduced
Plante Moran Financial Advisors, LLC2,176$360.5K0.04%−14−0.6%Reduced
Resources Management Corp2,195$364.0K0.06%−137,547−98.4%Reduced
Segall Bryant & Hamill, LLC2,207$365.5K0.00%00.0%Unchanged
Jacobi Capital Management LLC2,241$371.2K0.04%+107+5.0%Added
Segment Wealth Management, LLC2,244$371.7K0.04%00.0%Unchanged
Americana Partners, LLC2,250$372.7K0.05%00.0%Unchanged
Exchange Bank2,250$372.7K0.36%+2,250New
Heritage Wealth Advisors2,256$373.7K0.02%00.0%Unchanged
Ironwood Investment Counsel, LLC5,844$373.7K0.08%−396−6.3%Reduced
Machina Capital S.A.S.2,273$376.5K0.21%−2,759−54.8%Reduced
Citizens Financial Group Inc2,297$380.4K0.01%−48−2.0%Reduced
Everence Capital Management Inc2,596$381.0K0.03%00.0%Unchanged
Cambridge Trust Co2,311$382.8K0.02%−40−1.7%Reduced