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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Broadridge Financial Solutions, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 854 | 12 | 921 | +79 |
| Shares | 105.1M | 143.6K | 106.5M | +1.55M (+1.5%) |
| Value | $18.8B | $25.7M | $21.8B | +$2.98B (+15.9%) |
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (128)
Institutions that held Broadridge Financial Solutions, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Showing the largest 100 of 128 by value.
Sold out (49)
Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (12)
Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Colony Group LLC | 58,240 | $10.4M |
| Cyrus J. Lawrence, LLC | 46,202 | $8.27M |
| First Republic Investment Management, Inc. | 13,500 | $2.42M |
| Pathstone Family Office, LLC | 8,275 | $1.50M |
| Advisor Partners II, LLC | 7,576 | $1.36M |
| Ropes Wealth Advisors LLC | 4,151 | $743.2K |
| Polaris Wealth Advisory Group, LLC | 2,707 | $484.7K |
| Truadvice, LLC | 2,492 | $441.4K |
| Column Capital Advisors, LLC | 365 | $65.4K |
| Sutton Wealth Advisors Inc. | 47 | $8.41K |
| Steward Financial Group LLC | 47 | $8.00K |
| Johnson Midwest Financial, LLC | 25 | $4.48K |