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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 839 | $150.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 834 | $149.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 832 | $149.0K | 0.00% | +832 | New |
| Parallel Advisors, LLC | 806 | $144.4K | 0.00% | +94+13.2% | Added |
| Toth Financial Advisory Corp | 770 | $137.9K | 0.02% | −50−6.1% | Reduced |
| HM Payson & Co | 753 | $134.8K | 0.00% | −390−34.1% | Reduced |
| Massmutual Trust Co FSB | 735 | $131.6K | 0.00% | +26+3.7% | Added |
| ORG Partners LLC | 734 | $131.4K | 0.04% | +709+2,836.0% | Added |
| Hanson & Doremus Investment Management | 700 | $125.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 689 | $124.0K | 0.02% | +27+4.1% | Added |
| Sentry Investment Management LLC | 683 | $122.0K | 0.06% | −96−12.3% | Reduced |
| S.A. Mason LLC | 675 | $120.9K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 657 | $117.6K | 0.02% | −63−8.8% | Reduced |
| Desjardins Global Asset Management Inc. | 629 | $112.6K | 0.01% | −260−29.2% | Reduced |
| Union Savings Bank | 620 | $111.0K | 0.07% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 600 | $107.4K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 571 | $102.2K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 568 | $101.7K | 0.03% | +568 | New |
| Allworth Financial LP | 565 | $101.2K | 0.00% | +257+83.4% | Added |
| Bartlett & Co. LLC | 559 | $101.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 559 | $100.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 553 | $99.0K | 0.03% | −64−10.4% | Reduced |
| IFP Advisors, Inc | 550 | $98.4K | 0.00% | +138+33.5% | Added |
| Covestor Ltd | 547 | $98.0K | 0.07% | −43−7.3% | Reduced |
| Quent Capital, LLC | 544 | $97.5K | 0.02% | +6+1.1% | Added |
| Acadian Asset Management LLC | 542 | $96.0K | 0.00% | +104+23.7% | Added |
| Farther Finance Advisors, LLC | 517 | $92.6K | 0.01% | +38+7.9% | Added |
| Highlander Capital Management, LLC | 500 | $90.0K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $90.0K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 501 | $89.7K | 0.05% | +501 | New |
| Alta Advisers Ltd | 500 | $89.5K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 493 | $88.3K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $87.9K | 0.05% | 00.0% | Unchanged |
| United Community Bank | 466 | $83.4K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 450 | $81.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 452 | $80.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 422 | $75.6K | 0.01% | −7−1.6% | Reduced |
| Bokf, NA | 413 | $70.5K | 0.00% | −92−18.2% | Reduced |
| St Germain D J Co Inc | 393 | $70.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 392 | $70.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 388 | $69.5K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 371 | $66.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 365 | $65.4K | 0.01% | −124−25.4% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $63.4K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 348 | $61.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 332 | $59.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 308 | $55.1K | 0.01% | +20+6.9% | Added |
| Montag A & Associates Inc | 300 | $54.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $53.7K | 0.02% | +100+50.0% | Added |
| Westpac Banking Corp | 300 | $53.7K | 0.00% | +128+74.4% | Added |
| Roble, Belko & Company, Inc | 295 | $53.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 296 | $53.0K | 0.01% | +1+0.3% | Added |
| Lindbrook Capital, LLC | 288 | $51.6K | 0.01% | +16+5.9% | Added |
| Cape Investment Advisory, Inc. | 286 | $51.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 267 | $47.8K | 0.00% | −30−10.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 249 | $45.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 251 | $45.0K | 0.04% | +1+0.4% | Added |
| Jones Financial Companies LLLP | 251 | $44.9K | 0.00% | +41+19.5% | Added |
| PFG Private Wealth Management, LLC | 246 | $44.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 248 | $44.0K | 0.00% | −106−29.9% | Reduced |
| Assetmark, Inc | 244 | $43.7K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $42.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 234 | $41.9K | 0.00% | +47+25.1% | Added |
| Blume Capital Management, Inc. | 229 | $41.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 214 | $38.3K | 0.00% | +9+4.4% | Added |
| Truvestments Capital LLC | 208 | $37.2K | 0.02% | +208 | New |
| Brown Shipley& Co Ltd | 206 | $36.9K | 0.02% | −482−70.1% | Reduced |
| Webster Bank, N. A. | 203 | $36.3K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 201 | $36.0K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 190 | $34.0K | 0.00% | +190 | New |
| Headinvest, LLC | 180 | $31.9K | 0.01% | +180 | New |
| Investors Research Corp | 176 | $31.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 164 | $29.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 162 | $29.1K | 0.00% | +7+4.5% | Added |
| Sandy Spring Bank | 153 | $27.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 151 | $27.2K | 0.01% | −3−1.9% | Reduced |
| Ogorek Anthony Joseph | 152 | $27.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 146 | $26.0K | 0.00% | +146 | New |
| Ofi Invest Asset Management | 147 | $24.9K | 0.00% | +147 | New |
| Sunbelt Securities, Inc. | 127 | $22.7K | 0.00% | +19+17.6% | Added |
| Harbor Investment Advisory, LLC | 125 | $22.4K | 0.00% | −629−83.4% | Reduced |
| Piscataqua Savings Bank | 125 | $22.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 124 | $22.2K | 0.00% | +67+117.5% | Added |
| Altshuler Shaham Ltd | 124 | $22.2K | 0.00% | +124 | New |
| McClarren Financial Advisors, Inc. | 117 | $21.0K | 0.02% | +1+0.9% | Added |
| Larson Financial Group LLC | 117 | $20.9K | 0.00% | −66−36.1% | Reduced |
| Centerpoint Advisors, LLC | 109 | $20.0K | 0.01% | −1−0.9% | Reduced |
| Mascoma Wealth Management LLC | 111 | $19.9K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 107 | $19.2K | 0.00% | +107 | New |
| Atlantic Trust, LLC | 106 | $19.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 105 | $18.8K | 0.00% | +101+2,525.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 97 | $17.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 95 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 95 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 95 | $17.0K | 0.01% | +58+156.8% | Added |
| Caldwell Trust Co | 93 | $16.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 82 | $14.8K | 0.00% | 00.0% | Unchanged |