Skip to main content
Livermore
Livermore
ZHEN

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
Cape Investment Advisory, Inc.286$51.2K0.03%00.0%Unchanged
Lindbrook Capital, LLC288$51.6K0.01%+16+5.9%Added
MV Capital Management, Inc.296$53.0K0.01%+1+0.3%Added
Roble, Belko & Company, Inc295$53.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC300$53.7K0.02%+100+50.0%Added
Westpac Banking Corp300$53.7K0.00%+128+74.4%Added
Montag A & Associates Inc300$54.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust308$55.1K0.01%+20+6.9%Added
Glassman Wealth Services332$59.4K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.348$61.6K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.354$63.4K0.02%00.0%Unchanged
Column Capital Advisors, LLC365$65.4K0.01%−124−25.4%Reduced
Chilton Capital Management LLC371$66.4K0.00%00.0%Unchanged
Aspire Private Capital, LLC388$69.5K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC392$70.0K0.01%00.0%Unchanged
St Germain D J Co Inc393$70.4K0.00%00.0%Unchanged
Bokf, NA413$70.5K0.00%−92−18.2%Reduced
EverSource Wealth Advisors, LLC422$75.6K0.01%−7−1.6%Reduced
Bangor Savings Bank452$80.9K0.01%00.0%Unchanged
Valley National Advisers Inc450$81.0K0.01%00.0%Unchanged
United Community Bank466$83.4K0.04%00.0%Unchanged
Lowe Wealth Advisors, LLC491$87.9K0.05%00.0%Unchanged
Laurel Wealth Advisors LLC493$88.3K0.02%00.0%Unchanged
Alta Advisers Ltd500$89.5K0.05%00.0%Unchanged
DHJJ Financial Advisors, Ltd.501$89.7K0.05%+501New
Highlander Capital Management, LLC500$90.0K0.04%00.0%Unchanged
West Oak Capital, LLC500$90.0K0.04%00.0%Unchanged
Farther Finance Advisors, LLC517$92.6K0.01%+38+7.9%Added
Acadian Asset Management LLC542$96.0K0.00%+104+23.7%Added
Quent Capital, LLC544$97.5K0.02%+6+1.1%Added
Covestor Ltd547$98.0K0.07%−43−7.3%Reduced
IFP Advisors, Inc550$98.4K0.00%+138+33.5%Added
Park Place Capital Corp553$99.0K0.03%−64−10.4%Reduced
Bartlett & Co. Wealth Management LLC559$100.5K0.00%00.0%Unchanged
Bartlett & Co. LLC559$101.0K0.00%00.0%Unchanged
Allworth Financial LP565$101.2K0.00%+257+83.4%Added
Milestone Investment Advisors LLC568$101.7K0.03%+568New
Armstrong Advisory Group, Inc571$102.2K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC600$107.4K0.06%00.0%Unchanged
Union Savings Bank620$111.0K0.07%00.0%Unchanged
Desjardins Global Asset Management Inc.629$112.6K0.01%−260−29.2%Reduced
Concord Wealth Partners657$117.6K0.02%−63−8.8%Reduced
S.A. Mason LLC675$120.9K0.09%00.0%Unchanged
Sentry Investment Management LLC683$122.0K0.06%−96−12.3%Reduced
Transamerica Financial Advisors, Inc.689$124.0K0.02%+27+4.1%Added
Hanson & Doremus Investment Management700$125.0K0.03%00.0%Unchanged
ORG Partners LLC734$131.4K0.04%+709+2,836.0%Added
Massmutual Trust Co FSB735$131.6K0.00%+26+3.7%Added
HM Payson & Co753$134.8K0.00%−390−34.1%Reduced
Toth Financial Advisory Corp770$137.9K0.02%−50−6.1%Reduced
Parallel Advisors, LLC806$144.4K0.00%+94+13.2%Added
Capstone Investment Advisors, LLC832$149.0K0.00%+832New
Whittier Trust Co of Nevada Inc834$149.3K0.01%00.0%Unchanged
Trust Co of Vermont839$150.2K0.01%00.0%Unchanged
First Horizon Advisors, Inc.863$154.5K0.01%+56+6.9%Added
Cary Street Partner Investment Advisory LLC864$154.7K0.01%+289+50.3%Added
UniSuper Management Pty Ltd900$161.1K0.00%00.0%Unchanged
Silver Oak Securities, Inc973$174.1K0.04%−440−31.1%Reduced
Venturi Wealth Management, LLC994$178.0K0.01%+99+11.1%Added
Tradition Wealth Management, LLC1,002$179.0K0.02%+2+0.2%Added
Hall Laurie J Trustee1,050$188.0K0.08%00.0%Unchanged
Colonial Trust Co1,067$191.0K0.05%−202−15.9%Reduced
Spotlight Asset Group, Inc.1,099$196.8K0.18%+229+26.3%Added
Federated Hermes, Inc.1,108$198.4K0.00%+617+125.7%Added
Credit Agricole S A1,111$198.9K0.01%+1,111New
Dorsey & Whitney Trust CO LLC1,123$201.1K0.02%+1,123New
Seaside Wealth Management, Inc.1,131$202.5K0.10%+1,131New
Park National Corp1,132$202.7K0.01%+1,132New
Change Path, LLC1,146$205.0K0.01%−97−7.8%Reduced
Tobam1,147$205.0K0.02%+386+50.7%Added
Hilton Capital Management, LLC1,155$206.8K0.03%+1,155New
MCF Advisors LLC1,152$206.8K0.02%00.0%Unchanged
Key Financial Inc1,156$207.0K0.07%00.0%Unchanged
Claret Asset Management Corp1,155$207.0K0.04%+1,155New
Claro Advisors LLC1,160$207.7K0.05%−59−4.8%Reduced
Ronald Blue Trust, Inc.1,267$210.0K0.00%+826+187.3%Added
Garda Capital Partners LP1,173$210.0K0.13%+1,173New
Davenport & Co LLC1,174$210.2K0.00%+1,174New
Moody National Bank Trust Division1,174$210.2K0.01%+1,174New
Umb Bank N A1,175$210.4K0.00%−3,600−75.4%Reduced
Stratos Wealth Advisors, LLC1,183$211.9K0.01%+1,183New
Mutual Advisors, LLC1,186$212.4K0.01%−709−37.4%Reduced
Empower Advisory Group, LLC1,202$215.2K0.00%+1,202New
Jacobsen Capital Management1,207$216.1K0.12%−138−10.3%Reduced
TrueWealth Advisors, LLC1,214$217.4K0.09%+1,214New
Simplex Trading, LLC1,219$218.0K0.01%+1,219New
MONECO Advisors, LLC1,218$218.1K0.06%+2+0.2%Added
Rehmann Capital Advisory Group1,220$218.4K0.02%+1,220New
Insigneo Advisory Services, LLC1,230$221.0K0.04%+1,230New
Kingsview Wealth Management, LLC1,239$221.8K0.01%−57−4.4%Reduced
Harvey Investment Co LLC1,238$222.0K0.03%00.0%Unchanged
Personal Cfo Solutions, LLC1,241$222.2K0.04%+1,241New
Cigna Investments Inc1,248$224.0K0.05%−162−11.5%Reduced
Goldstein Advisors, LLC1,252$224.2K0.05%−88−6.6%Reduced
Pinnacle Wealth Planning Services, Inc.1,254$224.5K0.04%+2+0.2%Added
Traphagen Investment Advisors LLC1,254$224.6K0.03%00.0%Unchanged
Algert Global LLC1,257$225.1K0.01%+1,257New
Penserra Capital Management LLC1,271$226.0K0.00%−76−5.6%Reduced
Phillips Wealth Planners LLC1,287$226.4K0.31%−5−0.4%Reduced
Foundations Investment Advisors, LLC1,265$226.5K0.01%−198−13.5%Reduced