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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 388 | $64.3K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 371 | $61.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $58.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 354 | $58.0K | 0.00% | +125+54.6% | Added |
| TD Waterhouse Canada Inc. | 348 | $57.0K | 0.00% | −85−19.6% | Reduced |
| Glassman Wealth Services | 332 | $55.0K | 0.01% | −10−2.9% | Reduced |
| Allworth Financial LP | 308 | $51.0K | 0.00% | −81−20.8% | Reduced |
| Montag A & Associates Inc | 300 | $49.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 297 | $49.2K | 0.00% | −41−12.1% | Reduced |
| Roble, Belko & Company, Inc | 295 | $49.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 295 | $48.9K | 0.01% | +2+0.7% | Added |
| Parkside Financial Bank & Trust | 288 | $47.7K | 0.01% | +22+8.3% | Added |
| Cape Investment Advisory, Inc. | 286 | $47.4K | 0.03% | +34+13.5% | Added |
| Lindbrook Capital, LLC | 272 | $45.1K | 0.00% | +22+8.8% | Added |
| Lumature Wealth Partners, LLC | 255 | $42.2K | 0.03% | +9+3.7% | Added |
| HighMark Wealth Management LLC | 250 | $41.4K | 0.03% | +1+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 249 | $41.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $40.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 244 | $40.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $39.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $37.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 210 | $34.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 205 | $34.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 203 | $33.6K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 201 | $33.3K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $33.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 195 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 190 | $31.5K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 190 | $31.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 187 | $31.0K | 0.00% | −33−15.0% | Reduced |
| Larson Financial Group LLC | 183 | $30.3K | 0.00% | +66+56.4% | Added |
| Investors Research Corp | 176 | $29.2K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 172 | $28.5K | 0.00% | −9,644−98.2% | Reduced |
| Smithfield Trust Co | 170 | $28.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 164 | $27.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 154 | $26.0K | 0.01% | −4−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 155 | $25.7K | 0.00% | −9−5.5% | Reduced |
| Sandy Spring Bank | 153 | $25.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 153 | $25.0K | 0.01% | −77−33.5% | Reduced |
| Ogorek Anthony Joseph | 152 | $25.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 145 | $24.0K | 0.00% | −3−2.0% | Reduced |
| Harbor Capital Advisors, Inc. | 134 | $22.2K | 0.00% | +134 | New |
| IFP Advisors, Inc | 412 | $21.4K | 0.00% | −253−38.0% | Reduced |
| PCA Investment Advisory Services Inc. | 128 | $21.3K | 0.01% | +128 | New |
| Piscataqua Savings Bank | 125 | $20.7K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $19.6K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 116 | $19.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 108 | $17.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 106 | $17.6K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 99 | $16.4K | 0.00% | +8+8.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 97 | $16.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 95 | $15.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 95 | $15.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $15.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 88 | $15.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 85 | $14.0K | 0.01% | −4−4.5% | Reduced |
| Baystate Wealth Management LLC | 82 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 80 | $13.3K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 78 | $12.9K | 0.01% | +78 | New |
| West Branch Capital LLC | 77 | $12.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $12.6K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 63 | $10.4K | 0.00% | −8−11.3% | Reduced |
| Coston, McIsaac & Partners | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $9.77K | 0.00% | +59 | New |
| Clearstead Advisors, LLC | 57 | $9.44K | 0.00% | +57 | New |
| Hallmark Capital Management Inc | 52 | $8.61K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 51 | $8.00K | 0.00% | +51 | New |
| Gables Capital Management Inc. | 42 | $6.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $6.63K | 0.00% | +30+300.0% | Added |
| M&R Capital Management Inc | 37 | $6.13K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 37 | $6.13K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 36 | $5.96K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 35 | $5.80K | 0.00% | +35 | New |
| Hexagon Capital Partners LLC | 33 | $5.47K | 0.00% | −47−58.8% | Reduced |
| Crewe Advisors LLC | 32 | $5.30K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 32 | $5.30K | 0.00% | +32 | New |
| Strategic Investment Solutions, Inc. | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $4.31K | 0.00% | +3+13.0% | Added |
| Versant Capital Management, Inc | 26 | $4.31K | 0.00% | +2+8.3% | Added |
| Bogart Wealth, LLC | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $4.14K | 0.00% | +25 | New |
| ORG Partners LLC | 25 | $4.10K | 0.00% | +25 | New |
| JNBA Financial Advisors | 24 | $3.98K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 24 | $3.98K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $3.31K | 0.00% | +2+11.1% | Added |
| Beacon Capital Management, LLC | 20 | $3.31K | 0.00% | +20 | New |
| City State Bank | 21 | $3.00K | 0.00% | +21 | New |
| Essex Investment Management Co LLC | 18 | $2.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 166 | $2.52K | 0.01% | +19+12.9% | Added |
| Disciplined Investments, LLC | 15 | $2.48K | 0.00% | −1−6.3% | Reduced |
| Iron Horse Wealth Management, LLC | 14 | $2.32K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 13 | $2.15K | 0.00% | 00.0% | Unchanged |