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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, Q4 2023

Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
921
+79 vs. Q3 2023
Shares held
106.5M
+1.55M (+1.5%) vs. Q3 2023
Total value
$21.8B
+$2.98B (+15.9%) vs. Q3 2023
New holders
128
291 more added
Sold out
49
354 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 921 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 heldQ4 2023: $21.8B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2023.

Institutions holding BR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC2$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$40.00%0New
Johnson Financial Group, Inc.0$370.00%−46−100.0%Reduced
Tennessee Valley Asset Management Partners1$2120.00%+1New
Evermay Wealth Management LLC2$4120.00%+2New
Rakuten Securities, Inc.2$4120.00%+2New
Perkins Coie Trust Co3$6170.00%−1−25.0%Reduced
True Wealth Design, LLC3$6180.00%00.0%Unchanged
Sofos Investments, Inc.3$7480.00%−72−96.0%Reduced
TFC Financial Management4$8230.00%00.0%Unchanged
Arlington Trust Co LLC5$1.03K0.00%+5New
Rosenberg Matthew Hamilton6$1.24K0.00%00.0%Unchanged
Sachetta, LLC7$1.44K0.00%+7New
Dunhill Financial, LLC8$1.55K0.00%+8New
Raleigh Capital Management Inc.10$2.06K0.00%−41−80.4%Reduced
Raffa Wealth Management, LLC11$2.26K0.00%00.0%Unchanged
Red Tortoise LLC12$2.47K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$2.67K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$2.67K0.00%00.0%Unchanged
First Pacific Financial14$2.88K0.00%+14New
Provenance Wealth Advisors, LLC14$2.88K0.00%+14New
Financial Management Professionals, Inc.15$3.00K0.00%00.0%Unchanged
VitalStone Financial, LLC13$3.00K0.00%+13New
DiNuzzo Private Wealth, Inc.16$3.29K0.00%+16New
Essex Investment Management Co LLC18$3.70K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$3.70K0.00%+18New
SJS Investment Consulting Inc.19$3.91K0.00%00.0%Unchanged
City State Bank21$4.00K0.00%00.0%Unchanged
RFP Financial Group LLC20$4.12K0.00%+20New
Abound Wealth Management20$4.12K0.00%00.0%Unchanged
Natixis22$4.53K0.00%+22New
Bogart Wealth, LLC25$5.14K0.00%00.0%Unchanged
Versant Capital Management, Inc26$5.35K0.00%00.0%Unchanged
Bell Investment Advisors, Inc26$5.35K0.00%+2+8.3%Added
Iron Horse Wealth Management, LLC27$5.55K0.00%00.0%Unchanged
Hexagon Capital Partners LLC28$5.76K0.00%−2−6.7%Reduced
Strategic Investment Solutions, Inc.30$6.17K0.00%−1,860−98.4%Reduced
Impact Partnership Wealth, LLC31$6.38K0.00%00.0%Unchanged
Robinswood Financial LLC32$6.58K0.00%00.0%Unchanged
Laffer Tengler Investments35$7.20K0.00%+35New
Glass Jacobson Investment Advisors llc35$7.20K0.00%00.0%Unchanged
M&R Capital Management Inc37$7.61K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$7.82K0.01%+38New
EdgeRock Capital LLC39$7.87K0.01%+39New
North Star Investment Management Corp.39$8.02K0.00%−5−11.4%Reduced
AdvisorNet Financial, Inc45$9.26K0.00%+22+95.7%Added
Fortitude Family Office, LLC45$9.26K0.01%+45New
Salomon & Ludwin, LLC54$9.67K0.00%00.0%Unchanged
PrairieView Partners, LLC49$10.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC49$10.1K0.00%+49New
Trust Co of Vermont50$10.3K0.00%−789−94.0%Reduced
Grove Bank & Trust50$10.3K0.00%00.0%Unchanged
New Millennium Group LLC51$10.5K0.01%−4−7.3%Reduced
Tyler-Stone Wealth Management51$10.5K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC51$10.5K0.00%+15+41.7%Added
Hallmark Capital Management Inc52$10.7K0.00%00.0%Unchanged
Cornerstone Planning Group LLC52$10.7K0.00%00.0%Unchanged
JJJ Advisors Inc.57$11.7K0.00%+57New
Coston, McIsaac & Partners64$13.0K0.00%00.0%Unchanged
First United Bank Trust64$13.2K0.01%+64New
Salem Investment Counselors Inc75$15.5K0.00%00.0%Unchanged
West Branch Capital LLC77$15.8K0.01%00.0%Unchanged
Northwest Bank & Trust Co78$16.0K0.01%+78New
Fairfield Financial Advisors, LTD80$16.5K0.01%00.0%Unchanged
CVA Family Office, LLC80$16.5K0.00%+80New
Farmers & Merchants Investments Inc81$16.7K0.00%00.0%Unchanged
Baystate Wealth Management LLC83$17.1K0.00%+1+1.2%Added
Capital Analysts, LLC88$18.0K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC88$18.1K0.01%+88New
Connectus Wealth, LLC88,774$18.3K0.00%+88,774New
Sunbelt Securities, Inc.90$18.5K0.00%−37−29.1%Reduced
Caldwell Trust Co93$19.1K0.00%00.0%Unchanged
Independence Bank of Kentucky95$19.5K0.01%00.0%Unchanged
Atticus Wealth Management, LLC95$19.5K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group97$20.0K0.01%00.0%Unchanged
Valued Wealth Advisors LLC118$21.3K0.02%+118New
Turtle Creek Wealth Advisors, LLC104$21.4K0.01%+104New
Atlantic Trust, LLC106$21.8K0.01%00.0%Unchanged
Centerpoint Advisors, LLC109$22.0K0.01%00.0%Unchanged
Lazard Asset Management LLC107$22.0K0.00%+102+2,040.0%Added
Mascoma Wealth Management LLC111$22.8K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.118$24.0K0.02%+1+0.9%Added
Wetzel Investment Advisors, Inc.115$24.0K0.01%+115New
Larson Financial Group LLC117$24.1K0.00%00.0%Unchanged
Piscataqua Savings Bank125$25.7K0.02%00.0%Unchanged
Rothschild Investment LLC126$25.9K0.00%+126New
Clearstead Advisors, LLC132$27.2K0.00%+8+6.5%Added
Ofi Invest Asset Management146$27.2K0.00%−1−0.7%Reduced
Ogorek Anthony Joseph152$31.0K0.01%00.0%Unchanged
Sandy Spring Bank153$31.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC155$31.9K0.00%−7−4.3%Reduced
Stuart Chaussee & Associates, Inc.163$33.5K0.01%+163New
Manchester Capital Management LLC165$33.9K0.00%+60+57.1%Added
Smithfield Trust Co170$35.0K0.00%00.0%Unchanged
Investors Research Corp176$36.2K0.01%00.0%Unchanged
Concord Wealth Partners178$36.6K0.01%−479−72.9%Reduced
BKM Wealth Management, LLC182$37.4K0.02%+182New
FSA Wealth Management LLC183$38.0K0.02%+183New
First Command Advisory Services, Inc.190$39.1K0.00%00.0%Unchanged