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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, Q3 2023

Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
854
+49 vs. Q2 2023
Shares held
105.1M
−645.4K (−0.6%) vs. Q2 2023
Total value
$18.8B
+$1.39B (+8.0%) vs. Q2 2023
New holders
86
290 more added
Sold out
37
324 more reduced

12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 854 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 heldQ3 2023: $18.8B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2023.

Institutions holding BR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC5$00.00%+1+25.0%Added
Householder Group Estate & Retirement Specialist, LLC2$3580.00%+2New
True Wealth Design, LLC3$5380.00%00.0%Unchanged
Perkins Coie Trust Co4$7160.00%+4New
TFC Financial Management4$7170.00%00.0%Unchanged
Avion Wealth6$1.00K0.00%+6New
American National Bank6$1.07K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$1.07K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC10$1.79K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$1.97K0.00%00.0%Unchanged
Macroview Investment Management LLC11$1.97K0.00%+11New
Red Tortoise LLC12$2.15K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$2.33K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$2.33K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co14$2.53K0.00%+14New
Financial Management Professionals, Inc.15$3.00K0.00%+6+66.7%Added
Essex Investment Management Co LLC18$3.22K0.00%00.0%Unchanged
Beacon Capital Management, LLC20$3.31K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$3.40K0.00%+3+18.8%Added
Abound Wealth Management20$3.58K0.00%00.0%Unchanged
City State Bank21$4.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc23$4.12K0.00%−76−76.8%Reduced
Western Pacific Wealth Management, LP24$4.30K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$4.30K0.00%−2−7.7%Reduced
Bogart Wealth, LLC25$4.48K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$4.48K0.01%00.0%Unchanged
Versant Capital Management, Inc26$4.66K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC27$4.83K0.00%+13+92.9%Added
Hexagon Capital Partners LLC30$5.37K0.00%−3−9.1%Reduced
Impact Partnership Wealth, LLC31$5.55K0.00%+31New
Robinswood Financial LLC32$5.73K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc35$6.27K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC36$6.47K0.00%+36New
M&R Capital Management Inc37$6.63K0.00%00.0%Unchanged
North Star Investment Management Corp.44$7.88K0.00%+39+780.0%Added
PrairieView Partners, LLC49$8.00K0.00%00.0%Unchanged
Steward Financial Group LLC47$8.00K0.00%+47New
Johnson Financial Group, Inc.46$8.24K0.00%+46New
Sutton Wealth Advisors Inc.47$8.41K0.00%+11+30.6%Added
Grove Bank & Trust50$8.95K0.00%+50New
Tyler-Stone Wealth Management51$9.00K0.01%00.0%Unchanged
Raleigh Capital Management Inc.51$9.13K0.00%+51New
Highline Wealth Partners LLC51$9.13K0.01%+51New
Cornerstone Planning Group LLC52$9.31K0.00%−7−11.9%Reduced
Hallmark Capital Management Inc52$9.31K0.00%00.0%Unchanged
Salomon & Ludwin, LLC54$9.67K0.00%+54New
New Millennium Group LLC55$9.85K0.01%−30−35.3%Reduced
Coston, McIsaac & Partners64$11.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC71$12.7K0.00%+8+12.7%Added
Sofos Investments, Inc.75$12.8K0.00%−91−54.8%Reduced
Salem Investment Counselors Inc75$13.5K0.00%00.0%Unchanged
West Branch Capital LLC77$13.8K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD80$14.3K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc81$14.5K0.00%+5+6.6%Added
Baystate Wealth Management LLC82$14.8K0.00%00.0%Unchanged
Capital Analysts, LLC88$16.0K0.00%00.0%Unchanged
Caldwell Trust Co93$16.7K0.00%00.0%Unchanged
Independence Bank of Kentucky95$17.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC95$17.0K0.01%00.0%Unchanged
Carmel Capital Partners, LLC95$17.0K0.01%+58+156.8%Added
Oliver Lagore Vanvalin Investment Group97$17.4K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$18.0K0.00%00.0%Unchanged
Manchester Capital Management LLC105$18.8K0.00%+101+2,525.0%Added
Atlantic Trust, LLC106$19.0K0.01%00.0%Unchanged
RVW Wealth, LLC107$19.2K0.00%+107New
Mascoma Wealth Management LLC111$19.9K0.01%00.0%Unchanged
Centerpoint Advisors, LLC109$20.0K0.01%−1−0.9%Reduced
Larson Financial Group LLC117$20.9K0.00%−66−36.1%Reduced
McClarren Financial Advisors, Inc.117$21.0K0.02%+1+0.9%Added
Altshuler Shaham Ltd124$22.2K0.00%+124New
Clearstead Advisors, LLC124$22.2K0.00%+67+117.5%Added
Harbor Investment Advisory, LLC125$22.4K0.00%−629−83.4%Reduced
Piscataqua Savings Bank125$22.4K0.02%00.0%Unchanged
Sunbelt Securities, Inc.127$22.7K0.00%+19+17.6%Added
Ofi Invest Asset Management147$24.9K0.00%+147New
GeoWealth Management, LLC146$26.0K0.00%+146New
Ogorek Anthony Joseph152$27.0K0.01%00.0%Unchanged
Front Row Advisors LLC151$27.2K0.01%−3−1.9%Reduced
Sandy Spring Bank153$27.4K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC162$29.1K0.00%+7+4.5%Added
Private Ocean, LLC164$29.4K0.00%00.0%Unchanged
Smithfield Trust Co170$30.0K0.00%00.0%Unchanged
Investors Research Corp176$31.5K0.01%00.0%Unchanged
Headinvest, LLC180$31.9K0.01%+180New
First Command Advisory Services, Inc.190$34.0K0.00%+190New
Dougherty Wealth Advisers LLC201$36.0K0.04%00.0%Unchanged
Webster Bank, N. A.203$36.3K0.00%00.0%Unchanged
Brown Shipley& Co Ltd206$36.9K0.02%−482−70.1%Reduced
Truvestments Capital LLC208$37.2K0.02%+208New
Oakworth Capital, Inc.214$38.3K0.00%+9+4.4%Added
Blume Capital Management, Inc.229$41.0K0.01%00.0%Unchanged
Harbour Investments, Inc.234$41.9K0.00%+47+25.1%Added
IMA Wealth, Inc.237$42.4K0.01%00.0%Unchanged
Assetmark, Inc244$43.7K0.00%00.0%Unchanged
Asset Dedication, LLC248$44.0K0.00%−106−29.9%Reduced
PFG Private Wealth Management, LLC246$44.0K0.03%00.0%Unchanged
Jones Financial Companies LLLP251$44.9K0.00%+41+19.5%Added
HighMark Wealth Management LLC251$45.0K0.04%+1+0.4%Added
Thompson Siegel & Walmsley LLC249$45.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC267$47.8K0.00%−30−10.1%Reduced