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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.

Q3 2023 vs. Q2 2023

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of BR: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders81712854+49
Shares105.9M162.4K105.1M−645.4K (−0.6%)
Value$17.5B$26.9M$18.8B+$1.39B (+8.0%)

12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to BR in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA62,389$11.2M0.01%
Comerica Bank45,326$8.12M0.04%
Transform Wealth, LLC35,691$6.42M0.68%
Marshall Wace, LLP25,955$4.65M0.01%
Envestnet Portfolio Solutions, Inc.22,968$4.11M0.02%
Cubist Systematic Strategies, LLC22,525$4.03M0.05%
ING Groep NV14,829$2.66M0.02%
Twin Tree Management, LP11,747$2.10M0.07%
Quantinno Capital Management LP10,029$1.80M0.08%
Graham Capital Management, L.P.9,579$1.72M0.05%
Park Avenue Securities LLC8,599$1.54M0.02%
Dynamic Technology Lab Private Ltd8,069$1.45M0.14%
Qube Research & Technologies Ltd7,923$1.42M0.00%
PDT Partners, LLC6,798$1.22M0.15%
Dean Capital Management6,735$1.21M0.90%
Voloridge Investment Management, LLC6,558$1.17M0.01%
Point72 Middle East FZE6,311$1.13M0.07%
Tiaa Trust, National Association5,758$1.03M0.00%
NBC Securities, Inc.5,129$918.0K0.10%
Virtu Financial LLC4,999$895.0K0.09%
Seven Eight Capital, LP4,653$833.1K0.10%
Donoghue Forlines LLC4,022$720.1K0.26%
Legacy Capital Wealth Partners, LLC3,746$670.7K0.18%
Convergence Investment Partners, LLC3,628$650.0K0.38%
SeaBridge Investment Advisors LLC3,114$557.6K0.18%
QRG Capital Management, Inc.3,105$556.0K0.01%
Compass Ion Advisors, LLC2,834$507.4K0.09%
Polaris Wealth Advisory Group, LLC2,707$484.7K0.04%
Bayesian Capital Management, LP2,400$429.7K0.05%
BBR Partners, LLC2,371$424.5K0.05%
Sherbrooke Park Advisers LLC2,312$414.0K0.13%
Thoroughbred Financial Services, LLC2,311$413.0K0.04%
Apollon Wealth Management, LLC2,217$396.9K0.02%
Boothbay Fund Management, LLC1,786$319.8K0.01%
Tectonic Advisors LLC1,734$310.5K0.03%
LGT Group Foundation1,702$301.2K0.01%
Moneta Group Investment Advisors LLC1,546$276.8K0.01%
Nixon Peabody Trust Co1,500$268.6K0.22%
GTS Securities LLC1,463$261.9K0.01%
First Affirmative Financial Network1,419$254.1K0.25%
Vident Advisory, LLC1,390$248.9K0.01%
Wedmont Private Capital1,331$242.1K0.02%
IFG Advisory, LLC1,329$238.0K0.02%
Ewa, LLC1,326$235.8K0.15%
Empowered Funds, LLC1,291$231.2K0.01%
Unique Wealth, LLC1,289$230.8K0.10%
Algert Global LLC1,257$225.1K0.01%
Personal Cfo Solutions, LLC1,241$222.2K0.04%
Insigneo Advisory Services, LLC1,230$221.0K0.04%
Rehmann Capital Advisory Group1,220$218.4K0.02%
Simplex Trading, LLC1,219$218.0K0.01%
TrueWealth Advisors, LLC1,214$217.4K0.09%
Empower Advisory Group, LLC1,202$215.2K0.00%
Stratos Wealth Advisors, LLC1,183$211.9K0.01%
Davenport & Co LLC1,174$210.2K0.00%
Moody National Bank Trust Division1,174$210.2K0.01%
Garda Capital Partners LP1,173$210.0K0.13%
Claret Asset Management Corp1,155$207.0K0.04%
Hilton Capital Management, LLC1,155$206.8K0.03%
Park National Corp1,132$202.7K0.01%
Seaside Wealth Management, Inc.1,131$202.5K0.10%
Dorsey & Whitney Trust CO LLC1,123$201.1K0.02%
Credit Agricole S A1,111$198.9K0.01%
Capstone Investment Advisors, LLC832$149.0K0.00%
Milestone Investment Advisors LLC568$101.7K0.03%
DHJJ Financial Advisors, Ltd.501$89.7K0.05%
Truvestments Capital LLC208$37.2K0.02%
First Command Advisory Services, Inc.190$34.0K0.00%
Headinvest, LLC180$31.9K0.01%
GeoWealth Management, LLC146$26.0K0.00%
Ofi Invest Asset Management147$24.9K0.00%
Altshuler Shaham Ltd124$22.2K0.00%
RVW Wealth, LLC107$19.2K0.00%
Salomon & Ludwin, LLC54$9.67K0.00%
Raleigh Capital Management Inc.51$9.13K0.00%
Highline Wealth Partners LLC51$9.13K0.01%
Grove Bank & Trust50$8.95K0.00%
Johnson Financial Group, Inc.46$8.24K0.00%
Steward Financial Group LLC47$8.00K0.00%
Annis Gardner Whiting Capital Advisors, LLC36$6.47K0.00%
Impact Partnership Wealth, LLC31$5.55K0.00%
University of Texas/Texas Am Investment Managment Co14$2.53K0.00%
Macroview Investment Management LLC11$1.97K0.00%
Avion Wealth6$1.00K0.00%
Perkins Coie Trust Co4$7160.00%
Householder Group Estate & Retirement Specialist, LLC2$3580.00%

Sold out (37)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (12)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.