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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 190 | $39.1K | 0.00% | +190 | New |
| First PREMIER Bank | 195 | $40.0K | 0.01% | +195 | New |
| Annapolis Financial Services, LLC | 200 | $41.1K | 0.01% | −100−33.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $41.1K | 0.00% | −67−25.1% | Reduced |
| Dougherty Wealth Advisers LLC | 201 | $41.4K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 203 | $41.8K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 206 | $42.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 209 | $42.9K | 0.02% | +1+0.5% | Added |
| Oakworth Capital, Inc. | 214 | $44.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $47.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 231 | $47.5K | 0.00% | −20−8.0% | Reduced |
| Assetmark, Inc | 244 | $50.2K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $50.6K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 249 | $51.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 252 | $51.9K | 0.04% | +1+0.4% | Added |
| Cape Investment Advisory, Inc. | 275 | $56.6K | 0.03% | −11−3.8% | Reduced |
| Asset Dedication, LLC | 285 | $59.0K | 0.00% | +37+14.9% | Added |
| Roble, Belko & Company, Inc | 295 | $61.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 298 | $61.3K | 0.01% | +2+0.7% | Added |
| Harbor Investment Advisory, LLC | 300 | $61.7K | 0.01% | +175+140.0% | Added |
| Montag A & Associates Inc | 300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 305 | $63.0K | 0.01% | +205+205.0% | Added |
| Glassman Wealth Services | 332 | $68.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 336 | $69.1K | 0.01% | −981−74.5% | Reduced |
| VisionPoint Advisory Group, LLC | 341 | $70.2K | 0.03% | +341 | New |
| Compagnie Lombard Odier SCmA | 350 | $72.0K | 0.00% | +350 | New |
| Pinnacle Bancorp, Inc. | 354 | $72.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 362 | $74.5K | 0.01% | +74+25.7% | Added |
| Harbour Investments, Inc. | 364 | $74.9K | 0.00% | +130+55.6% | Added |
| GeoWealth Management, LLC | 369 | $76.0K | 0.01% | +223+152.7% | Added |
| Chilton Capital Management LLC | 371 | $76.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 379 | $78.0K | 0.00% | −374−49.7% | Reduced |
| Aspire Private Capital, LLC | 388 | $79.8K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 409 | $80.6K | 0.00% | +61+17.5% | Added |
| St Germain D J Co Inc | 393 | $80.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 392 | $81.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 404 | $83.1K | 0.02% | +96+31.2% | Added |
| IFP Advisors, Inc | 407 | $83.8K | 0.00% | −143−26.0% | Reduced |
| Bruce G. Allen Investments, LLC | 410 | $84.4K | 0.08% | +410 | New |
| Bokf, NA | 414 | $85.2K | 0.00% | +1+0.2% | Added |
| Gradient Investments LLC | 446 | $91.7K | 0.00% | −101,103−99.6% | Reduced |
| Valley National Advisers Inc | 453 | $93.0K | 0.01% | +3+0.7% | Added |
| Bangor Savings Bank | 452 | $93.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 466 | $95.9K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 465 | $96.0K | 0.07% | −82−15.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 470 | $96.7K | 0.00% | −364−43.6% | Reduced |
| West Oak Capital, LLC | 500 | $101.0K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $101.0K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 493 | $101.4K | 0.05% | −8−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 493 | $101.4K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 498 | $102.5K | 0.04% | −55−9.9% | Reduced |
| Highlander Capital Management, LLC | 500 | $102.9K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $102.9K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $102.9K | 0.08% | +500 | New |
| EverSource Wealth Advisors, LLC | 536 | $110.2K | 0.01% | +114+27.0% | Added |
| Quent Capital, LLC | 544 | $112.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 553 | $113.8K | 0.01% | +36+7.0% | Added |
| Allworth Financial LP | 561 | $115.4K | 0.00% | −4−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 571 | $117.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 578 | $119.0K | 0.01% | −569−49.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 584 | $121.0K | 0.02% | −105−15.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 600 | $123.5K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 617 | $127.0K | 0.05% | −66−9.7% | Reduced |
| Union Savings Bank | 620 | $127.6K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 662 | $136.8K | 0.00% | +103+18.4% | Added |
| Bartlett & Co. LLC | 662 | $137.0K | 0.00% | +103+18.4% | Added |
| S.A. Mason LLC | 675 | $138.9K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 678 | $139.5K | 0.00% | −1,823−72.9% | Reduced |
| Hanson & Doremus Investment Management | 700 | $144.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 711 | $146.3K | 0.00% | −24−3.3% | Reduced |
| Desjardins Global Asset Management Inc. | 715 | $147.1K | 0.02% | +86+13.7% | Added |
| GAMMA Investing LLC | 739 | $150.9K | 0.04% | +739 | New |
| Parallel Advisors, LLC | 754 | $155.1K | 0.00% | −52−6.5% | Reduced |
| Toth Financial Advisory Corp | 770 | $158.4K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 795 | $163.6K | 0.00% | +795 | New |
| First Horizon Advisors, Inc. | 812 | $167.1K | 0.01% | −51−5.9% | Reduced |
| Umb Bank N A | 907 | $186.6K | 0.00% | −268−22.8% | Reduced |
| Spotlight Asset Group, Inc. | 1,099 | $196.8K | 0.18% | 00.0% | Unchanged |
| Colonial Trust Co | 957 | $196.9K | 0.04% | −110−10.3% | Reduced |
| Abner Herrman & Brock LLC | 974 | $200.0K | 0.03% | +974 | New |
| Trust Co of the South | 975 | $200.6K | 0.05% | +975 | New |
| Hyman Charles D | 977 | $201.0K | 0.01% | +977 | New |
| Balentine LLC | 978 | $201.2K | 0.01% | +978 | New |
| Clarkston Capital Partners, LLC | 1,000 | $205.8K | 0.00% | +1,000 | New |
| Cross Staff Investments Inc | 1,000 | $205.8K | 0.18% | +1,000 | New |
| Jmac Enterprises LLC | 1,000 | $205.8K | 0.04% | +1,000 | New |
| Barnes Pettey Financial Advisors, LLC | 1,000 | $205.8K | 0.17% | +1,000 | New |
| Wealthstream Advisors, Inc. | 1,003 | $206.4K | 0.09% | +1,003 | New |
| Tradition Wealth Management, LLC | 1,004 | $207.0K | 0.02% | +2+0.2% | Added |
| Moseley Investment Management Inc | 1,010 | $207.8K | 0.12% | +1,010 | New |
| Prime Capital Investment Advisors, LLC | 1,019 | $209.7K | 0.00% | +1,019 | New |
| Peapack Gladstone Financial Corp | 1,020 | $211.0K | 0.00% | +1,020 | New |
| Covenant Partners, LLC | 1,027 | $211.3K | 0.07% | +1,027 | New |
| Oarsman Capital, Inc. | 1,031 | $212.1K | 0.06% | +1,031 | New |
| Allred Capital Management, LLC | 1,033 | $212.5K | 0.09% | +1,033 | New |
| Pavion Blue Capital, LLC | 1,053 | $216.7K | 0.12% | +1,053 | New |
| Astoria Portfolio Advisors LLC. | 1,090 | $216.7K | 0.09% | +1,090 | New |
| Great Valley Advisor Group, Inc. | 1,063 | $218.7K | 0.01% | +1,063 | New |
| Cedar Brook Financial Partners, LLC | 1,093 | $219.9K | 0.05% | +1,093 | New |
| AlphaCentric Advisors LLC | 1,069 | $219.9K | 0.15% | +1,069 | New |