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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
Private Trust Co NA1,630$291.9K0.04%−335−17.0%Reduced
Empire Financial Management Company, LLC1,624$290.9K0.13%00.0%Unchanged
Harvest Fund Management Co., Ltd1,621$290.0K0.05%+1,228+312.5%Added
Ameritas Investment Partners, Inc.1,619$289.9K0.01%−103−6.0%Reduced
Stonehearth Capital Management, LLC1,615$289.2K0.16%−125−7.2%Reduced
Evercore Wealth Management, LLC1,615$289.2K0.01%−50−3.0%Reduced
Dynamic Advisor Solutions LLC1,607$287.8K0.01%+50+3.2%Added
Texas Capital Bank Wealth Management Services Inc1,606$287.6K0.04%+100+6.6%Added
Arcadia Investment Management Corp1,600$286.5K0.06%00.0%Unchanged
Mystic Asset Management, Inc.1,600$286.5K0.16%00.0%Unchanged
Atria Wealth Solutions, Inc.1,576$283.3K0.00%+91+6.1%Added
Moneta Group Investment Advisors LLC1,546$276.8K0.01%+1,546New
Signaturefd, LLC1,538$275.4K0.01%+143+10.3%Added
Clarius Group, LLC1,534$274.7K0.03%−246−13.8%Reduced
First Manhattan Co1,527$273.4K0.00%00.0%Unchanged
RMB Capital Management, LLC1,526$273.2K0.01%−25−1.6%Reduced
Rockland Trust Co1,512$270.7K0.02%−26−1.7%Reduced
Optas, LLC1,508$270.0K0.09%+287+23.5%Added
Sound View Wealth Advisors Group, LLC1,505$269.5K0.03%+32+2.2%Added
Buckingham Capital Management, Inc.1,500$268.6K0.04%00.0%Unchanged
Nixon Peabody Trust Co1,500$268.6K0.22%+1,500New
Hudson Capital Management LLC1,490$266.8K0.11%−10−0.7%Reduced
SRS Capital Advisors, Inc.1,487$266.2K0.03%+250+20.2%Added
Washington Trust Advisors, Inc.1,486$266.1K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC1,559$266.1K0.07%−69−4.2%Reduced
Cadent Capital Advisors, LLC1,480$265.0K0.13%00.0%Unchanged
Portside Wealth Group, LLC1,470$263.0K0.05%−223−13.2%Reduced
GTS Securities LLC1,463$261.9K0.01%+1,463New
Ballentine Partners, LLC1,457$260.9K0.01%−2−0.1%Reduced
Stephens Inc1,429$255.9K0.00%−283−16.5%Reduced
First Affirmative Financial Network1,419$254.1K0.25%+1,419New
Savant Capital, LLC1,415$253.4K0.00%+138+10.8%Added
Meeder Advisory Services, Inc.1,413$253.1K0.03%−169−10.7%Reduced
CX Institutional1,409$252.3K0.01%+17+1.2%Added
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
Vident Advisory, LLC1,390$248.9K0.01%+1,390New
Souders Financial Advisors1,383$247.6K0.05%−3−0.2%Reduced
Capital Investment Counsel, Inc1,378$246.8K0.05%00.0%Unchanged
Profund Advisors LLC1,360$243.5K0.01%−42−3.0%Reduced
Advisors Capital Management, LLC1,358$243.0K0.01%−74−5.2%Reduced
Wedmont Private Capital1,331$242.1K0.02%+1,331New
Atlas Brown,Inc.1,352$242.1K0.11%00.0%Unchanged
Apella Capital, LLC1,339$239.7K0.02%00.0%Unchanged
IFG Advisory, LLC1,329$238.0K0.02%+1,329New
LGT Financial Advisors LLC1,323$237.0K0.30%−88−6.2%Reduced
State of Wyoming1,317$235.8K0.05%+1,305+10,875.0%Added
Ewa, LLC1,326$235.8K0.15%+1,326New
Hutchens & Kramer Investment Management Group, LLC1,331$235.6K0.19%−363−21.4%Reduced
Quadrant Private Wealth Management, LLC1,293$232.5K0.08%−146−10.1%Reduced
Empowered Funds, LLC1,291$231.2K0.01%+1,291New
Unique Wealth, LLC1,289$230.8K0.10%+1,289New
Courier Capital LLC1,289$230.8K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,269$227.1K0.04%+1+0.1%Added
Foundations Investment Advisors, LLC1,265$226.5K0.01%−198−13.5%Reduced
Phillips Wealth Planners LLC1,287$226.4K0.31%−5−0.4%Reduced
Penserra Capital Management LLC1,271$226.0K0.00%−76−5.6%Reduced
Algert Global LLC1,257$225.1K0.01%+1,257New
Traphagen Investment Advisors LLC1,254$224.6K0.03%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,254$224.5K0.04%+2+0.2%Added
Goldstein Advisors, LLC1,252$224.2K0.05%−88−6.6%Reduced
Cigna Investments Inc1,248$224.0K0.05%−162−11.5%Reduced
Personal Cfo Solutions, LLC1,241$222.2K0.04%+1,241New
Harvey Investment Co LLC1,238$222.0K0.03%00.0%Unchanged
Kingsview Wealth Management, LLC1,239$221.8K0.01%−57−4.4%Reduced
Insigneo Advisory Services, LLC1,230$221.0K0.04%+1,230New
Rehmann Capital Advisory Group1,220$218.4K0.02%+1,220New
MONECO Advisors, LLC1,218$218.1K0.06%+2+0.2%Added
Simplex Trading, LLC1,219$218.0K0.01%+1,219New
TrueWealth Advisors, LLC1,214$217.4K0.09%+1,214New
Jacobsen Capital Management1,207$216.1K0.12%−138−10.3%Reduced
Empower Advisory Group, LLC1,202$215.2K0.00%+1,202New
Mutual Advisors, LLC1,186$212.4K0.01%−709−37.4%Reduced
Stratos Wealth Advisors, LLC1,183$211.9K0.01%+1,183New
Umb Bank N A1,175$210.4K0.00%−3,600−75.4%Reduced
Davenport & Co LLC1,174$210.2K0.00%+1,174New
Moody National Bank Trust Division1,174$210.2K0.01%+1,174New
Garda Capital Partners LP1,173$210.0K0.13%+1,173New
Ronald Blue Trust, Inc.1,267$210.0K0.00%+826+187.3%Added
Claro Advisors LLC1,160$207.7K0.05%−59−4.8%Reduced
Claret Asset Management Corp1,155$207.0K0.04%+1,155New
Key Financial Inc1,156$207.0K0.07%00.0%Unchanged
MCF Advisors LLC1,152$206.8K0.02%00.0%Unchanged
Hilton Capital Management, LLC1,155$206.8K0.03%+1,155New
Change Path, LLC1,146$205.0K0.01%−97−7.8%Reduced
Tobam1,147$205.0K0.02%+386+50.7%Added
Park National Corp1,132$202.7K0.01%+1,132New
Seaside Wealth Management, Inc.1,131$202.5K0.10%+1,131New
Dorsey & Whitney Trust CO LLC1,123$201.1K0.02%+1,123New
Credit Agricole S A1,111$198.9K0.01%+1,111New
Federated Hermes, Inc.1,108$198.4K0.00%+617+125.7%Added
Spotlight Asset Group, Inc.1,099$196.8K0.18%+229+26.3%Added
Colonial Trust Co1,067$191.0K0.05%−202−15.9%Reduced
Hall Laurie J Trustee1,050$188.0K0.08%00.0%Unchanged
Tradition Wealth Management, LLC1,002$179.0K0.02%+2+0.2%Added
Venturi Wealth Management, LLC994$178.0K0.01%+99+11.1%Added
Silver Oak Securities, Inc973$174.1K0.04%−440−31.1%Reduced
UniSuper Management Pty Ltd900$161.1K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC864$154.7K0.01%+289+50.3%Added
First Horizon Advisors, Inc.863$154.5K0.01%+56+6.9%Added