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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 6,460 | $1.16M | 0.10% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,311 | $1.13M | 0.07% | +6,311 | New |
| EP Wealth Advisors, LLC | 6,281 | $1.12M | 0.02% | +4,766+314.6% | Added |
| Wambolt & Associates, LLC | 6,347 | $1.12M | 0.41% | −441−6.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,180 | $1.11M | 0.24% | +50+0.8% | Added |
| Trexquant Investment LP | 6,169 | $1.10M | 0.03% | +4,577+287.5% | Added |
| New Mexico Educational Retirement Board | 6,150 | $1.10M | 0.05% | +400+7.0% | Added |
| Koshinski Asset Management, Inc. | 6,112 | $1.09M | 0.13% | −160−2.6% | Reduced |
| Raymond James Trust N.A. | 6,067 | $1.09M | 0.03% | −363−5.6% | Reduced |
| Benjamin Edwards Inc | 6,067 | $1.09M | 0.26% | −203−3.2% | Reduced |
| Prudential PLC | 6,063 | $1.09M | 0.01% | −21−0.3% | Reduced |
| Hantz Financial Services, Inc. | 6,027 | $1.08M | 0.03% | −16−0.3% | Reduced |
| TCTC Holdings, LLC | 5,925 | $1.06M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,894 | $1.06M | 0.01% | −431−6.8% | Reduced |
| Sepio Capital, LP | 5,827 | $1.04M | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,791 | $1.04M | 0.01% | +2,956+104.3% | Added |
| Forza Wealth Management, LLC | 5,779 | $1.03M | 0.53% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,758 | $1.03M | 0.00% | +5,758 | New |
| Crawford Investment Counsel Inc | 5,724 | $1.02M | 0.02% | −121−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,600 | $1.00M | 0.04% | +500+9.8% | Added |
| Integrated Wealth Concepts LLC | 5,364 | $960.5K | 0.02% | −881−14.1% | Reduced |
| CWS Financial Advisors, LLC | 5,290 | $947.2K | 0.38% | 00.0% | Unchanged |
| CWM, LLC | 5,217 | $934.0K | 0.01% | +316+6.4% | Added |
| Johnson Investment Counsel Inc | 5,203 | $931.6K | 0.01% | +195+3.9% | Added |
| Thrivent Financial for Lutherans | 5,182 | $928.0K | 0.00% | −57−1.1% | Reduced |
| NBC Securities, Inc. | 5,129 | $918.0K | 0.10% | +5,129 | New |
| SRN Advisors, LLC | 5,074 | $908.5K | 0.90% | −2,464−32.7% | Reduced |
| Montag & Caldwell, LLC | 5,034 | $901.3K | 0.12% | −1,861−27.0% | Reduced |
| Glenmede Trust Co NA | 5,003 | $895.8K | 0.01% | +546+12.3% | Added |
| Virtu Financial LLC | 4,999 | $895.0K | 0.09% | +4,999 | New |
| Cetera Advisors LLC | 4,986 | $892.7K | 0.01% | +2,154+76.1% | Added |
| Prospera Financial Services Inc | 4,929 | $882.6K | 0.03% | −380−7.2% | Reduced |
| Fiduciary Planning LLC | 4,912 | $879.5K | 0.42% | −2,624−34.8% | Reduced |
| Metropolitan Life Insurance Co | 4,886 | $874.8K | 0.05% | −255−5.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,850 | $868.4K | 0.04% | +2,950+155.3% | Added |
| National Asset Management, Inc. | 4,777 | $859.5K | 0.02% | +506+11.8% | Added |
| Assenagon Asset Management S.A. | 4,750 | $850.5K | 0.00% | −13,884−74.5% | Reduced |
| JustInvest LLC | 4,726 | $846.1K | 0.03% | +6+0.1% | Added |
| NewEdge Wealth, LLC | 4,672 | $836.5K | 0.03% | +510+12.3% | Added |
| Norinchukin Bank, The | 4,661 | $834.6K | 0.02% | −5,851−55.7% | Reduced |
| Seven Eight Capital, LP | 4,653 | $833.1K | 0.10% | +4,653 | New |
| Horizon Kinetics Asset Management LLC | 4,564 | $817.2K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4,550 | $814.7K | 0.00% | +129+2.9% | Added |
| Wall Street Access Asset Management, LLC | 4,500 | $805.7K | 0.41% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,495 | $804.8K | 0.24% | +3,078+217.2% | Added |
| Proequities, Inc. | 4,468 | $803.5K | 0.06% | +3,855+628.9% | Added |
| ABLE Financial Group, LLC | 4,479 | $802.0K | 0.40% | +1,819+68.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,448 | $796.4K | 0.06% | −3,397−43.3% | Reduced |
| SG Americas Securities, LLC | 4,429 | $793.0K | 0.01% | −10,192−69.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,407 | $789.0K | 0.02% | −1,254−22.2% | Reduced |
| Tributary Capital Management, LLC | 4,304 | $770.6K | 0.07% | +305+7.6% | Added |
| Alaska Permanent Fund Corp | 4,302 | $770.3K | 0.01% | −16,130−78.9% | Reduced |
| Guardian Wealth Management, Inc. | 4,283 | $766.9K | 0.72% | −108−2.5% | Reduced |
| DT Investment Partners, LLC | 4,272 | $764.9K | 0.09% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,236 | $758.5K | 0.01% | −73−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,202 | $752.4K | 0.06% | −33−0.8% | Reduced |
| Ropes Wealth Advisors LLC | 4,151 | $743.2K | 0.14% | −176−4.1% | Reduced |
| Summit Financial, LLC | 4,116 | $740.3K | 0.05% | −77−1.8% | Reduced |
| Private Advisor Group, LLC | 4,109 | $735.6K | 0.01% | −35−0.8% | Reduced |
| TrinityPoint Wealth, LLC | 4,086 | $731.6K | 0.15% | +10.0% | Added |
| Teamwork Financial Advisors, LLC | 4,027 | $721.0K | 0.12% | +90+2.3% | Added |
| Donoghue Forlines LLC | 4,022 | $720.1K | 0.26% | +4,022 | New |
| Biltmore Family Office, LLC | 4,000 | $719.4K | 0.16% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $718.6K | 0.33% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $716.2K | 0.39% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,947 | $706.7K | 0.05% | +399+11.2% | Added |
| Symmetry Partners, LLC | 3,864 | $692.0K | 0.04% | −442−10.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,822 | $684.3K | 0.00% | +1,884+97.2% | Added |
| Legacy Capital Wealth Partners, LLC | 3,746 | $670.7K | 0.18% | +3,746 | New |
| Davy Global Fund Management Ltd | 3,732 | $668.2K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,729 | $667.7K | 0.02% | +8+0.2% | Added |
| Quadrant Capital Group LLC | 3,706 | $663.6K | 0.07% | +73+2.0% | Added |
| Cedar Mountain Advisors, LLC | 3,668 | $656.8K | 0.19% | −69−1.8% | Reduced |
| Eukles Asset Management | 3,659 | $655.1K | 0.35% | +35+1.0% | Added |
| TD Private Client Wealth LLC | 3,650 | $653.5K | 0.03% | +111+3.1% | Added |
| Fiduciary Trust Co | 3,636 | $651.0K | 0.01% | +150+4.3% | Added |
| Convergence Investment Partners, LLC | 3,628 | $650.0K | 0.38% | +3,628 | New |
| Accredited Investors Inc. | 3,571 | $639.4K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,466 | $620.6K | 0.09% | −87−2.4% | Reduced |
| Dividend Assets Capital, LLC | 3,444 | $617.0K | 0.13% | −999−22.5% | Reduced |
| Delta Financial Group, Inc. | 3,295 | $590.0K | 0.20% | +65+2.0% | Added |
| Old National Bancorp | 3,293 | $589.6K | 0.02% | −10.0% | Reduced |
| Menard Financial Group LLC | 3,264 | $584.4K | 0.84% | +1,542+89.5% | Added |
| D.B. Root & Company, LLC | 3,250 | $581.9K | 0.23% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,248 | $581.5K | 0.02% | −135−4.0% | Reduced |
| Gateway Advisory, LLC | 3,223 | $577.1K | 0.12% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,216 | $575.8K | 0.35% | −41−1.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,210 | $574.8K | 0.25% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $574.0K | 0.17% | 00.0% | Unchanged |
| Platform Technology Partners | 3,166 | $566.9K | 0.27% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,127 | $560.0K | 0.03% | −2,704−46.4% | Reduced |
| SeaBridge Investment Advisors LLC | 3,114 | $557.6K | 0.18% | +3,114 | New |
| Ieq Capital, LLC | 3,112 | $557.1K | 0.01% | +421+15.6% | Added |
| QRG Capital Management, Inc. | 3,105 | $556.0K | 0.01% | +3,105 | New |
| Lincoln National Corp | 3,054 | $546.7K | 0.01% | −3−0.1% | Reduced |
| Kidder Stephen W | 3,050 | $546.1K | 0.19% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,029 | $542.3K | 0.31% | −253−7.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,009 | $538.8K | 0.03% | +277+10.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,984 | $534.3K | 0.04% | +635+27.0% | Added |
| Fulton Bank, N.A. | 2,933 | $525.2K | 0.03% | +113+4.0% | Added |