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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
Moody Aldrich Partners LLC2,071$371.5K0.07%+358+20.9%Added
Radnor Capital Management, LLC2,077$372.0K0.07%00.0%Unchanged
Ellevest, Inc.2,093$374.8K0.03%+164+8.5%Added
Eagle Bay Advisors LLC2,098$375.6K0.17%+1,432+215.0%Added
Spire Wealth Management2,100$376.0K0.01%−20−0.9%Reduced
Avestar Capital, LLC2,092$376.3K0.06%−223−9.6%Reduced
CAPROCK Group, Inc.2,106$378.8K0.03%+577+37.7%Added
Operose Advisors LLC2,134$382.1K0.15%+734+52.4%Added
Resources Management Corp2,140$383.0K0.06%−55−2.5%Reduced
Plante Moran Financial Advisors, LLC2,176$389.7K0.05%00.0%Unchanged
Wealth Alliance2,181$390.5K0.06%−141−6.1%Reduced
Apollon Wealth Management, LLC2,217$396.9K0.02%+2,217New
Segment Wealth Management, LLC2,244$401.8K0.04%00.0%Unchanged
Exchange Bank2,250$402.9K0.39%00.0%Unchanged
Heritage Wealth Advisors2,256$403.9K0.02%00.0%Unchanged
Citizens Financial Group Inc2,262$405.1K0.02%−35−1.5%Reduced
Procyon Private Wealth Partners, LLC2,267$405.9K0.04%−91−3.9%Reduced
Jacobi Capital Management LLC2,270$406.3K0.05%+29+1.3%Added
Thoroughbred Financial Services, LLC2,311$413.0K0.04%+2,311New
Cambridge Trust Co2,311$413.8K0.02%00.0%Unchanged
Sherbrooke Park Advisers LLC2,312$414.0K0.13%+2,312New
Argent Trust Co2,362$422.9K0.02%+30+1.3%Added
BBR Partners, LLC2,371$424.5K0.05%+2,371New
Bayesian Capital Management, LP2,400$429.7K0.05%+2,400New
Vestcor Inc2,415$432.0K0.02%−6,140−71.8%Reduced
Court Place Advisors, LLC2,426$434.4K0.15%00.0%Unchanged
Stock Yards Bank & Trust Co2,440$436.9K0.02%+55+2.3%Added
Wetherby Asset Management Inc2,459$440.3K0.02%−72−2.8%Reduced
Truadvice, LLC2,492$441.4K0.17%−152−5.7%Reduced
Voya Financial Advisors, Inc.2,449$443.3K0.06%−7−0.3%Reduced
ISAM Funds (UK) Ltd2,494$446.6K0.28%+126+5.3%Added
Clark Capital Management Group, Inc.2,501$447.8K0.00%+3+0.1%Added
Brown Brothers Harriman & Co2,501$447.8K0.00%+1,842+279.5%Added
Mather Group, LLC.2,514$450.1K0.01%+9+0.4%Added
Guggenheim Capital LLC2,546$455.9K0.00%−506−16.6%Reduced
Everence Capital Management Inc2,596$465.0K0.04%00.0%Unchanged
Unigestion Holding SA2,598$465.2K0.03%−780−23.1%Reduced
Alberta Investment Management Corp2,600$465.5K0.00%00.0%Unchanged
Ostrum Asset Management2,623$469.6K0.04%−4,603−63.7%Reduced
Ami Asset Management Corp2,644$473.4K0.03%−172−6.1%Reduced
Huntington National Bank2,661$476.5K0.00%+5+0.2%Added
Prelude Capital Management, LLC2,678$479.5K0.04%+54+2.1%Added
WealthTrust Axiom LLC2,681$480.0K0.17%00.0%Unchanged
Polaris Wealth Advisory Group, LLC2,707$484.7K0.04%+2,707New
Bradley Foster & Sargent Inc2,945$487.8K0.01%00.0%Unchanged
Chicago Trust Co NA2,728$488.4K0.12%00.0%Unchanged
Simmons Bank2,776$497.0K0.04%00.0%Unchanged
Pitcairn Co2,780$497.8K0.04%+237+9.3%Added
Verition Fund Management LLC2,796$500.6K0.01%+1,155+70.4%Added
Compass Ion Advisors, LLC2,834$507.4K0.09%+2,834New
Veriti Management LLC2,865$513.0K0.06%+100+3.6%Added
Albion Financial Group2,890$517.5K0.05%+10+0.3%Added
Beaumont Financial Advisors, LLC2,917$522.3K0.05%+6+0.2%Added
Merit Financial Group, LLC2,927$524.0K0.02%+868+42.2%Added
Fulton Bank, N.A.2,933$525.2K0.03%+113+4.0%Added
Ashton Thomas Private Wealth, LLC2,984$534.3K0.04%+635+27.0%Added
Tokio Marine Asset Management Co Ltd3,009$538.8K0.03%+277+10.1%Added
Samalin Investment Counsel, LLC3,029$542.3K0.31%−253−7.7%Reduced
Kidder Stephen W3,050$546.1K0.19%00.0%Unchanged
Lincoln National Corp3,054$546.7K0.01%−3−0.1%Reduced
QRG Capital Management, Inc.3,105$556.0K0.01%+3,105New
Ieq Capital, LLC3,112$557.1K0.01%+421+15.6%Added
SeaBridge Investment Advisors LLC3,114$557.6K0.18%+3,114New
Banque Cantonale Vaudoise3,127$560.0K0.03%−2,704−46.4%Reduced
Platform Technology Partners3,166$566.9K0.27%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc3,206$574.0K0.17%00.0%Unchanged
Websterrogers Financial Advisors, LLC3,210$574.8K0.25%00.0%Unchanged
Key Client Fiduciary Advisors, LLC3,216$575.8K0.35%−41−1.3%Reduced
Gateway Advisory, LLC3,223$577.1K0.12%00.0%Unchanged
Mission Wealth Management, LP3,248$581.5K0.02%−135−4.0%Reduced
D.B. Root & Company, LLC3,250$581.9K0.23%00.0%Unchanged
Menard Financial Group LLC3,264$584.4K0.84%+1,542+89.5%Added
Old National Bancorp3,293$589.6K0.02%−10.0%Reduced
Delta Financial Group, Inc.3,295$590.0K0.20%+65+2.0%Added
Dividend Assets Capital, LLC3,444$617.0K0.13%−999−22.5%Reduced
Nilsine Partners, LLC3,466$620.6K0.09%−87−2.4%Reduced
Accredited Investors Inc.3,571$639.4K0.05%00.0%Unchanged
Convergence Investment Partners, LLC3,628$650.0K0.38%+3,628New
Fiduciary Trust Co3,636$651.0K0.01%+150+4.3%Added
TD Private Client Wealth LLC3,650$653.5K0.03%+111+3.1%Added
Eukles Asset Management3,659$655.1K0.35%+35+1.0%Added
Cedar Mountain Advisors, LLC3,668$656.8K0.19%−69−1.8%Reduced
Quadrant Capital Group LLC3,706$663.6K0.07%+73+2.0%Added
Northwestern Mutual Investment Management Company, LLC3,729$667.7K0.02%+8+0.2%Added
Davy Global Fund Management Ltd3,732$668.2K0.14%00.0%Unchanged
Legacy Capital Wealth Partners, LLC3,746$670.7K0.18%+3,746New
Caisse de Depot Et Placement du Quebec3,822$684.3K0.00%+1,884+97.2%Added
Symmetry Partners, LLC3,864$692.0K0.04%−442−10.3%Reduced
Empirical Finance, LLC3,947$706.7K0.05%+399+11.2%Added
Bank Ozk4,000$716.2K0.39%00.0%Unchanged
East Coast Asset Management, LLC.4,013$718.6K0.33%00.0%Unchanged
Biltmore Family Office, LLC4,000$719.4K0.16%00.0%Unchanged
Donoghue Forlines LLC4,022$720.1K0.26%+4,022New
Teamwork Financial Advisors, LLC4,027$721.0K0.12%+90+2.3%Added
TrinityPoint Wealth, LLC4,086$731.6K0.15%+10.0%Added
Private Advisor Group, LLC4,109$735.6K0.01%−35−0.8%Reduced
Summit Financial, LLC4,116$740.3K0.05%−77−1.8%Reduced
Ropes Wealth Advisors LLC4,151$743.2K0.14%−176−4.1%Reduced
Kentucky Retirement Systems Insurance Trust Fund4,202$752.4K0.06%−33−0.8%Reduced
Avantax Advisory Services, Inc.4,236$758.5K0.01%−73−1.7%Reduced