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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
Atria Wealth Solutions, Inc.1,485$246.9K0.00%+77+5.5%Added
Washington Trust Advisors, Inc.1,486$246.1K0.02%00.0%Unchanged
Cadent Capital Advisors, LLC1,480$245.1K0.15%+1,480New
Sound View Wealth Advisors Group, LLC1,473$244.0K0.03%+13+0.9%Added
Wellington Management Group LLP1,463$242.3K0.00%−5,298−78.4%Reduced
Foundations Investment Advisors, LLC1,463$242.2K0.01%−158−9.7%Reduced
Ballentine Partners, LLC1,459$241.7K0.01%+76+5.5%Added
Quadrant Private Wealth Management, LLC1,439$239.4K0.07%00.0%Unchanged
Exchange Traded Concepts, LLC1,438$238.2K0.01%+1,438New
Advisors Capital Management, LLC1,432$237.0K0.01%−400−21.8%Reduced
River Wealth Advisors LLC1,421$235.4K0.04%−18−1.3%Reduced
Oak Thistle LLC1,417$234.7K0.12%+1,417New
Cigna Investments Inc1,410$234.0K0.04%00.0%Unchanged
Silver Oak Securities, Inc1,413$234.0K0.04%+28+2.0%Added
LGT Financial Advisors LLC1,411$233.8K0.25%−83−5.6%Reduced
Aull & Monroe Investment Management Corp1,407$233.0K0.12%00.0%Unchanged
Profund Advisors LLC1,402$232.2K0.01%+1,402New
Operose Advisors LLC1,400$231.9K0.11%00.0%Unchanged
Golden State Equity Partners1,398$231.6K0.07%+1,398New
Signaturefd, LLC1,395$231.1K0.01%+40+3.0%Added
CX Institutional1,392$230.6K0.01%+1,392New
Souders Financial Advisors1,386$229.6K0.04%+1,386New
Capital Investment Counsel, Inc1,378$228.3K0.04%+1,378New
HB Wealth Management, LLC1,374$227.5K0.00%+1,374New
Atlas Brown,Inc.1,352$223.9K0.10%+1,352New
Jacobsen Capital Management1,345$222.8K0.11%−515−27.7%Reduced
Penserra Capital Management LLC1,347$222.0K0.00%+739+121.5%Added
Goldstein Advisors, LLC1,340$221.9K0.05%+1,340New
Apella Capital, LLC1,339$221.8K0.02%+1,339New
Peapack Gladstone Financial Corp1,320$218.0K0.00%−97−6.8%Reduced
Kingsview Wealth Management, LLC1,296$214.7K0.01%+1,296New
Phillips Wealth Planners LLC1,292$214.0K0.28%+1,292New
Courier Capital LLC1,289$213.5K0.02%+1,289New
Patron Partners Advisors, LLC1,278$211.7K0.15%+1,278New
Savant Capital, LLC1,277$211.5K0.00%+1,277New
Colonial Trust Co1,269$210.2K0.05%−245−16.2%Reduced
GPS Wealth Strategies Group, LLC1,268$210.0K0.04%−282−18.2%Reduced
Traphagen Investment Advisors LLC1,254$207.7K0.03%+1,254New
Pinnacle Wealth Planning Services, Inc.1,252$207.4K0.03%+1,252New
Change Path, LLC1,243$206.0K0.01%+1,243New
Harvey Investment Co LLC1,238$205.0K0.03%−130−9.5%Reduced
SRS Capital Advisors, Inc.1,237$204.8K0.03%+217+21.3%Added
David Loasby1,241$202.9K0.02%+1,241New
Optas, LLC1,221$202.2K0.07%−251−17.1%Reduced
Claro Advisors LLC1,219$201.9K0.05%+1,219New
MONECO Advisors, LLC1,216$201.4K0.05%+1,216New
Key Financial Inc1,156$191.5K0.06%00.0%Unchanged
MCF Advisors LLC1,152$191.3K0.02%+724+169.2%Added
HM Payson & Co1,143$189.3K0.00%00.0%Unchanged
Hall Laurie J Trustee1,050$174.0K0.07%00.0%Unchanged
Tradition Wealth Management, LLC1,000$166.0K0.02%+28+2.9%Added
UniSuper Management Pty Ltd900$149.1K0.00%+900New
Venturi Wealth Management, LLC895$148.2K0.01%+52+6.2%Added
Desjardins Global Asset Management Inc.889$147.2K0.02%+737+484.9%Added
Spotlight Asset Group, Inc.870$144.1K0.13%+870New
Trust Co of Vermont839$139.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc834$138.1K0.00%+72+9.4%Added
Toth Financial Advisory Corp820$135.8K0.02%+50+6.5%Added
First Horizon Advisors, Inc.807$133.7K0.00%+99+14.0%Added
Sentry Investment Management LLC779$129.0K0.05%+779New
Tobam761$126.0K0.01%−521−40.6%Reduced
Harbor Investment Advisory, LLC754$124.9K0.02%00.0%Unchanged
Concord Wealth Partners720$119.3K0.03%+212+41.7%Added
V-Square Quantitative Management LLC714$118.3K0.09%+714New
Parallel Advisors, LLC712$118.0K0.00%+261+57.9%Added
Massmutual Trust Co FSB709$117.4K0.00%+40+6.0%Added
Hanson & Doremus Investment Management700$116.0K0.02%00.0%Unchanged
Brown Shipley& Co Ltd688$114.0K0.05%+482+234.0%Added
Eagle Bay Advisors LLC666$110.3K0.06%00.0%Unchanged
Transamerica Financial Advisors, Inc.662$110.0K0.01%−55−7.7%Reduced
Brown Brothers Harriman & Co659$109.2K0.00%−16−2.4%Reduced
Union Savings Bank620$104.1K0.06%+620New
Park Place Capital Corp617$102.2K0.03%−1−0.2%Reduced
Proequities, Inc.613$101.9K0.01%−36−5.5%Reduced
Cassady Schiller Wealth Management, LLC600$99.4K0.05%00.0%Unchanged
S.A. Mason LLC675$98.9K0.07%00.0%Unchanged
Covestor Ltd590$98.0K0.07%−38−6.1%Reduced
Cary Street Partner Investment Advisory LLC575$95.2K0.01%−25−4.2%Reduced
Armstrong Advisory Group, Inc571$94.6K0.01%00.0%Unchanged
Bartlett & Co. LLC559$93.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC559$93.0K0.00%00.0%Unchanged
Quent Capital, LLC538$89.2K0.01%00.0%Unchanged
Bokf, NA505$83.6K0.00%−16−3.1%Reduced
Highlander Capital Management, LLC500$83.0K0.04%00.0%Unchanged
West Oak Capital, LLC500$82.8K0.04%00.0%Unchanged
Alta Advisers Ltd500$82.8K0.05%00.0%Unchanged
Laurel Wealth Advisors LLC493$81.7K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC491$81.3K0.04%00.0%Unchanged
Federated Hermes, Inc.491$81.3K0.00%+491New
Column Capital Advisors, LLC489$81.0K0.01%00.0%Unchanged
Farther Finance Advisors, LLC479$79.3K0.02%+22+4.8%Added
United Community Bank466$77.2K0.07%−5−1.1%Reduced
Valley National Advisers Inc450$75.0K0.01%−21−4.5%Reduced
Bangor Savings Bank452$74.9K0.01%00.0%Unchanged
Acadian Asset Management LLC438$72.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC429$71.1K0.01%+378+741.2%Added
St Germain D J Co Inc393$65.1K0.00%+393New
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