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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
GPS Wealth Strategies Group, LLC1,269$227.1K0.04%+1+0.1%Added
Courier Capital LLC1,289$230.8K0.02%00.0%Unchanged
Unique Wealth, LLC1,289$230.8K0.10%+1,289New
Empowered Funds, LLC1,291$231.2K0.01%+1,291New
Quadrant Private Wealth Management, LLC1,293$232.5K0.08%−146−10.1%Reduced
Hutchens & Kramer Investment Management Group, LLC1,331$235.6K0.19%−363−21.4%Reduced
Ewa, LLC1,326$235.8K0.15%+1,326New
State of Wyoming1,317$235.8K0.05%+1,305+10,875.0%Added
LGT Financial Advisors LLC1,323$237.0K0.30%−88−6.2%Reduced
IFG Advisory, LLC1,329$238.0K0.02%+1,329New
Apella Capital, LLC1,339$239.7K0.02%00.0%Unchanged
Atlas Brown,Inc.1,352$242.1K0.11%00.0%Unchanged
Wedmont Private Capital1,331$242.1K0.02%+1,331New
Advisors Capital Management, LLC1,358$243.0K0.01%−74−5.2%Reduced
Profund Advisors LLC1,360$243.5K0.01%−42−3.0%Reduced
Capital Investment Counsel, Inc1,378$246.8K0.05%00.0%Unchanged
Souders Financial Advisors1,383$247.6K0.05%−3−0.2%Reduced
Vident Advisory, LLC1,390$248.9K0.01%+1,390New
River Wealth Advisors LLC1,392$249.2K0.04%−29−2.0%Reduced
Aull & Monroe Investment Management Corp1,392$249.2K0.13%−15−1.1%Reduced
CX Institutional1,409$252.3K0.01%+17+1.2%Added
Meeder Advisory Services, Inc.1,413$253.1K0.03%−169−10.7%Reduced
Savant Capital, LLC1,415$253.4K0.00%+138+10.8%Added
First Affirmative Financial Network1,419$254.1K0.25%+1,419New
Stephens Inc1,429$255.9K0.00%−283−16.5%Reduced
Ballentine Partners, LLC1,457$260.9K0.01%−2−0.1%Reduced
GTS Securities LLC1,463$261.9K0.01%+1,463New
Portside Wealth Group, LLC1,470$263.0K0.05%−223−13.2%Reduced
Cadent Capital Advisors, LLC1,480$265.0K0.13%00.0%Unchanged
Carolinas Wealth Consulting LLC1,559$266.1K0.07%−69−4.2%Reduced
Washington Trust Advisors, Inc.1,486$266.1K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.1,487$266.2K0.03%+250+20.2%Added
Hudson Capital Management LLC1,490$266.8K0.11%−10−0.7%Reduced
Buckingham Capital Management, Inc.1,500$268.6K0.04%00.0%Unchanged
Nixon Peabody Trust Co1,500$268.6K0.22%+1,500New
Sound View Wealth Advisors Group, LLC1,505$269.5K0.03%+32+2.2%Added
Optas, LLC1,508$270.0K0.09%+287+23.5%Added
Rockland Trust Co1,512$270.7K0.02%−26−1.7%Reduced
RMB Capital Management, LLC1,526$273.2K0.01%−25−1.6%Reduced
First Manhattan Co1,527$273.4K0.00%00.0%Unchanged
Clarius Group, LLC1,534$274.7K0.03%−246−13.8%Reduced
Signaturefd, LLC1,538$275.4K0.01%+143+10.3%Added
Moneta Group Investment Advisors LLC1,546$276.8K0.01%+1,546New
Atria Wealth Solutions, Inc.1,576$283.3K0.00%+91+6.1%Added
Arcadia Investment Management Corp1,600$286.5K0.06%00.0%Unchanged
Mystic Asset Management, Inc.1,600$286.5K0.16%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc1,606$287.6K0.04%+100+6.6%Added
Dynamic Advisor Solutions LLC1,607$287.8K0.01%+50+3.2%Added
Evercore Wealth Management, LLC1,615$289.2K0.01%−50−3.0%Reduced
Stonehearth Capital Management, LLC1,615$289.2K0.16%−125−7.2%Reduced
Ameritas Investment Partners, Inc.1,619$289.9K0.01%−103−6.0%Reduced
Harvest Fund Management Co., Ltd1,621$290.0K0.05%+1,228+312.5%Added
Empire Financial Management Company, LLC1,624$290.9K0.13%00.0%Unchanged
Private Trust Co NA1,630$291.9K0.04%−335−17.0%Reduced
Prestige Wealth Management Group LLC1,626$292.4K0.07%−129−7.4%Reduced
Anchor Investment Management, LLC1,650$295.4K0.04%00.0%Unchanged
Argonautica Private Wealth Management, Inc1,660$297.2K0.13%+33+2.0%Added
Main Street Financial Solutions, LLC1,671$299.2K0.04%−72−4.1%Reduced
Vivaldi Capital Management, LLC1,675$299.9K0.10%+15+0.9%Added
Keystone Financial Services1,682$301.2K0.16%−24−1.4%Reduced
LGT Group Foundation1,702$301.2K0.01%+1,702New
Baker Avenue Asset Management, LP1,691$302.8K0.02%+29+1.7%Added
Fund Management at Engine No. 1 LLC1,692$303.0K0.05%+157+10.2%Added
We Are One Seven, LLC1,696$303.7K0.02%−245−12.6%Reduced
Schear Investment Advisers, LLC1,703$304.9K0.33%−438−20.5%Reduced
Snowden Capital Advisors LLC1,704$305.1K0.01%−13,398−88.7%Reduced
Strategy Asset Managers LLC1,715$307.1K0.08%−169−9.0%Reduced
HB Wealth Management, LLC1,716$307.2K0.00%+342+24.9%Added
Vista Wealth Management Group, LLC1,729$309.6K0.03%+2+0.1%Added
Brighton Jones LLC1,731$310.0K0.02%+1+0.1%Added
Tectonic Advisors LLC1,734$310.5K0.03%+1,734New
Campion Asset Management LLC1,735$310.7K0.29%00.0%Unchanged
Ascent Wealth Partners, LLC1,755$314.2K0.06%+226+14.8%Added
Global Retirement Partners, LLC1,766$316.9K0.02%−188−9.6%Reduced
Alps Advisors Inc1,785$319.6K0.00%−535−23.1%Reduced
Boothbay Fund Management, LLC1,786$319.8K0.01%+1,786New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,788$320.1K0.01%−158−8.1%Reduced
Eqis Capital Management, Inc.1,797$321.8K0.04%−565−23.9%Reduced
V-Square Quantitative Management LLC1,798$321.9K0.14%+1,084+151.8%Added
Marco Investment Management LLC1,800$322.3K0.04%00.0%Unchanged
Golden State Equity Partners1,805$323.2K0.09%+407+29.1%Added
Ci Investments Inc.1,811$324.0K0.00%+55+3.1%Added
Mount Yale Investment Advisors, LLC1,816$325.2K0.04%00.0%Unchanged
Vontobel Holding Ltd.1,831$327.8K0.00%00.0%Unchanged
FDx Advisors, Inc.1,855$332.0K0.03%−1,224−39.8%Reduced
Resources Investment Advisors, LLC.1,854$332.0K0.01%−21−1.1%Reduced
Ironwood Investment Counsel, LLC5,760$334.3K0.08%−84−1.4%Reduced
Strategic Investment Solutions, Inc.1,890$334.7K0.00%+1,860+6,200.0%Added
Horizon Investments, LLC1,872$335.2K0.01%+107+6.1%Added
Shore Point Advisors, LLC1,877$336.1K0.24%00.0%Unchanged
Keebeck Alpha, LP1,911$342.2K0.34%−524−21.5%Reduced
Sigma Planning Corp1,939$347.2K0.01%−99−4.9%Reduced
Wellington Management Group LLP1,967$352.2K0.00%+504+34.4%Added
Patriot Financial Group Insurance Agency, LLC1,974$353.5K0.07%+82+4.3%Added
Benchmark Investment Advisors LLC2,000$358.1K0.36%00.0%Unchanged
Central Trust Co2,021$361.9K0.01%00.0%Unchanged
Ifrah Financial Services, Inc.2,027$362.9K0.11%−36−1.7%Reduced
Continuum Advisory, LLC2,035$364.4K0.06%+42+2.1%Added
LifePro Asset Management2,040$365.3K0.30%00.0%Unchanged
Aberdeen Wealth Management LLC2,069$370.5K0.28%00.0%Unchanged