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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
Merit Financial Group, LLC2,927$524.0K0.02%+868+42.2%Added
Beaumont Financial Advisors, LLC2,917$522.3K0.05%+6+0.2%Added
Albion Financial Group2,890$517.5K0.05%+10+0.3%Added
Veriti Management LLC2,865$513.0K0.06%+100+3.6%Added
Compass Ion Advisors, LLC2,834$507.4K0.09%+2,834New
Verition Fund Management LLC2,796$500.6K0.01%+1,155+70.4%Added
Pitcairn Co2,780$497.8K0.04%+237+9.3%Added
Simmons Bank2,776$497.0K0.04%00.0%Unchanged
Chicago Trust Co NA2,728$488.4K0.12%00.0%Unchanged
Bradley Foster & Sargent Inc2,945$487.8K0.01%00.0%Unchanged
Polaris Wealth Advisory Group, LLC2,707$484.7K0.04%+2,707New
WealthTrust Axiom LLC2,681$480.0K0.17%00.0%Unchanged
Prelude Capital Management, LLC2,678$479.5K0.04%+54+2.1%Added
Huntington National Bank2,661$476.5K0.00%+5+0.2%Added
Ami Asset Management Corp2,644$473.4K0.03%−172−6.1%Reduced
Ostrum Asset Management2,623$469.6K0.04%−4,603−63.7%Reduced
Alberta Investment Management Corp2,600$465.5K0.00%00.0%Unchanged
Unigestion Holding SA2,598$465.2K0.03%−780−23.1%Reduced
Everence Capital Management Inc2,596$465.0K0.04%00.0%Unchanged
Guggenheim Capital LLC2,546$455.9K0.00%−506−16.6%Reduced
Mather Group, LLC.2,514$450.1K0.01%+9+0.4%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
ISAM Funds (UK) Ltd2,494$446.6K0.28%+126+5.3%Added
Voya Financial Advisors, Inc.2,449$443.3K0.06%−7−0.3%Reduced
Truadvice, LLC2,492$441.4K0.17%−152−5.7%Reduced
Wetherby Asset Management Inc2,459$440.3K0.02%−72−2.8%Reduced
Stock Yards Bank & Trust Co2,440$436.9K0.02%+55+2.3%Added
Court Place Advisors, LLC2,426$434.4K0.15%00.0%Unchanged
Vestcor Inc2,415$432.0K0.02%−6,140−71.8%Reduced
Bayesian Capital Management, LP2,400$429.7K0.05%+2,400New
BBR Partners, LLC2,371$424.5K0.05%+2,371New
Argent Trust Co2,362$422.9K0.02%+30+1.3%Added
Sherbrooke Park Advisers LLC2,312$414.0K0.13%+2,312New
Cambridge Trust Co2,311$413.8K0.02%00.0%Unchanged
Thoroughbred Financial Services, LLC2,311$413.0K0.04%+2,311New
Jacobi Capital Management LLC2,270$406.3K0.05%+29+1.3%Added
Procyon Private Wealth Partners, LLC2,267$405.9K0.04%−91−3.9%Reduced
Citizens Financial Group Inc2,262$405.1K0.02%−35−1.5%Reduced
Heritage Wealth Advisors2,256$403.9K0.02%00.0%Unchanged
Exchange Bank2,250$402.9K0.39%00.0%Unchanged
Segment Wealth Management, LLC2,244$401.8K0.04%00.0%Unchanged
Apollon Wealth Management, LLC2,217$396.9K0.02%+2,217New
Wealth Alliance2,181$390.5K0.06%−141−6.1%Reduced
Plante Moran Financial Advisors, LLC2,176$389.7K0.05%00.0%Unchanged
Resources Management Corp2,140$383.0K0.06%−55−2.5%Reduced
Operose Advisors LLC2,134$382.1K0.15%+734+52.4%Added
CAPROCK Group, Inc.2,106$378.8K0.03%+577+37.7%Added
Avestar Capital, LLC2,092$376.3K0.06%−223−9.6%Reduced
Spire Wealth Management2,100$376.0K0.01%−20−0.9%Reduced
Eagle Bay Advisors LLC2,098$375.6K0.17%+1,432+215.0%Added
Ellevest, Inc.2,093$374.8K0.03%+164+8.5%Added
Radnor Capital Management, LLC2,077$372.0K0.07%00.0%Unchanged
Moody Aldrich Partners LLC2,071$371.5K0.07%+358+20.9%Added
Aberdeen Wealth Management LLC2,069$370.5K0.28%00.0%Unchanged
LifePro Asset Management2,040$365.3K0.30%00.0%Unchanged
Continuum Advisory, LLC2,035$364.4K0.06%+42+2.1%Added
Ifrah Financial Services, Inc.2,027$362.9K0.11%−36−1.7%Reduced
Central Trust Co2,021$361.9K0.01%00.0%Unchanged
Benchmark Investment Advisors LLC2,000$358.1K0.36%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC1,974$353.5K0.07%+82+4.3%Added
Wellington Management Group LLP1,967$352.2K0.00%+504+34.4%Added
Sigma Planning Corp1,939$347.2K0.01%−99−4.9%Reduced
Keebeck Alpha, LP1,911$342.2K0.34%−524−21.5%Reduced
Shore Point Advisors, LLC1,877$336.1K0.24%00.0%Unchanged
Horizon Investments, LLC1,872$335.2K0.01%+107+6.1%Added
Strategic Investment Solutions, Inc.1,890$334.7K0.00%+1,860+6,200.0%Added
Ironwood Investment Counsel, LLC5,760$334.3K0.08%−84−1.4%Reduced
Resources Investment Advisors, LLC.1,854$332.0K0.01%−21−1.1%Reduced
FDx Advisors, Inc.1,855$332.0K0.03%−1,224−39.8%Reduced
Vontobel Holding Ltd.1,831$327.8K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC1,816$325.2K0.04%00.0%Unchanged
Ci Investments Inc.1,811$324.0K0.00%+55+3.1%Added
Golden State Equity Partners1,805$323.2K0.09%+407+29.1%Added
Marco Investment Management LLC1,800$322.3K0.04%00.0%Unchanged
V-Square Quantitative Management LLC1,798$321.9K0.14%+1,084+151.8%Added
Eqis Capital Management, Inc.1,797$321.8K0.04%−565−23.9%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,788$320.1K0.01%−158−8.1%Reduced
Boothbay Fund Management, LLC1,786$319.8K0.01%+1,786New
Alps Advisors Inc1,785$319.6K0.00%−535−23.1%Reduced
Global Retirement Partners, LLC1,766$316.9K0.02%−188−9.6%Reduced
Ascent Wealth Partners, LLC1,755$314.2K0.06%+226+14.8%Added
Campion Asset Management LLC1,735$310.7K0.29%00.0%Unchanged
Tectonic Advisors LLC1,734$310.5K0.03%+1,734New
Brighton Jones LLC1,731$310.0K0.02%+1+0.1%Added
Vista Wealth Management Group, LLC1,729$309.6K0.03%+2+0.1%Added
HB Wealth Management, LLC1,716$307.2K0.00%+342+24.9%Added
Strategy Asset Managers LLC1,715$307.1K0.08%−169−9.0%Reduced
Snowden Capital Advisors LLC1,704$305.1K0.01%−13,398−88.7%Reduced
Schear Investment Advisers, LLC1,703$304.9K0.33%−438−20.5%Reduced
We Are One Seven, LLC1,696$303.7K0.02%−245−12.6%Reduced
Fund Management at Engine No. 1 LLC1,692$303.0K0.05%+157+10.2%Added
Baker Avenue Asset Management, LP1,691$302.8K0.02%+29+1.7%Added
LGT Group Foundation1,702$301.2K0.01%+1,702New
Keystone Financial Services1,682$301.2K0.16%−24−1.4%Reduced
Vivaldi Capital Management, LLC1,675$299.9K0.10%+15+0.9%Added
Main Street Financial Solutions, LLC1,671$299.2K0.04%−72−4.1%Reduced
Argonautica Private Wealth Management, Inc1,660$297.2K0.13%+33+2.0%Added
Anchor Investment Management, LLC1,650$295.4K0.04%00.0%Unchanged
Prestige Wealth Management Group LLC1,626$292.4K0.07%−129−7.4%Reduced