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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
Fiduciary Planning LLC1,072$220.5K0.09%−3,840−78.2%Reduced
Wealthspire Advisors, LLC1,072$220.5K0.00%+1,072New
First Manhattan Co1,077$221.6K0.00%−450−29.5%Reduced
Kingsview Wealth Management, LLC1,082$222.6K0.01%−157−12.7%Reduced
RDA Financial Network1,082$222.6K0.08%+1,082New
Claro Advisors LLC1,085$223.3K0.05%−75−6.5%Reduced
David Loasby1,140$223.8K0.02%+1,140New
Dorsey & Whitney Trust CO LLC1,090$224.3K0.02%−33−2.9%Reduced
Silver Oak Securities, Inc1,099$226.1K0.03%+126+12.9%Added
Venturi Wealth Management, LLC1,100$226.3K0.02%+106+10.7%Added
Penobscot Investment Management Company, Inc.1,102$226.7K0.03%+1,102New
Patron Partners Advisors, LLC1,104$227.1K0.15%+1,104New
ORG Partners LLC1,119$230.2K0.04%+385+52.5%Added
Sigma Planning Corp1,125$231.4K0.02%−814−42.0%Reduced
Park National Corp1,132$232.9K0.01%00.0%Unchanged
Seaside Wealth Management, Inc.1,136$233.8K0.11%+5+0.4%Added
Courier Capital LLC1,139$234.3K0.02%−150−11.6%Reduced
Clark Capital Management Group, Inc.1,142$235.0K0.00%−1,359−54.3%Reduced
Hutchens & Kramer Investment Management Group, LLC1,142$235.0K0.17%−189−14.2%Reduced
Novak & Powell Financial Services, Inc.1,142$235.0K0.16%+1,142New
Marshall Wace, LLP1,150$236.6K0.00%−24,805−95.6%Reduced
MCF Advisors LLC1,152$237.6K0.02%00.0%Unchanged
Key Financial Inc1,156$237.8K0.06%00.0%Unchanged
Claret Asset Management Corp1,166$240.0K0.04%+11+1.0%Added
Jacobsen Capital Management1,172$241.1K0.12%−35−2.9%Reduced
Stratos Wealth Advisors, LLC1,172$241.3K0.01%−11−0.9%Reduced
Empower Advisory Group, LLC1,173$241.3K0.00%−29−2.4%Reduced
Ledyard National Bank1,188$244.4K0.03%+1,188New
Choate Investment Advisors1,191$245.0K0.01%+1,191New
MONECO Advisors, LLC1,200$246.9K0.05%−18−1.5%Reduced
Enterprise Bank & Trust Co1,201$247.1K0.09%+1,201New
Personal Cfo Solutions, LLC1,217$250.5K0.04%−24−1.9%Reduced
Rehmann Capital Advisory Group1,220$251.1K0.02%00.0%Unchanged
Mutual Advisors, LLC1,221$251.3K0.01%+35+3.0%Added
XTX Topco Ltd1,222$251.4K0.06%+1,222New
SRS Capital Advisors, Inc.1,224$251.9K0.03%−263−17.7%Reduced
Phillips Wealth Planners LLC1,259$253.3K0.31%−28−2.2%Reduced
Harvey Investment Co LLC1,238$255.0K0.03%00.0%Unchanged
First Heartland Consultants, Inc.1,241$255.0K0.03%+1,241New
UniSuper Management Pty Ltd1,247$256.6K0.00%+347+38.6%Added
Wedmont Private Capital1,285$257.0K0.02%−46−3.5%Reduced
Cigna Investments Inc1,248$257.0K0.05%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,250$257.2K0.04%−4−0.3%Reduced
Traphagen Investment Advisors LLC1,254$258.1K0.03%00.0%Unchanged
Unique Wealth, LLC1,256$258.4K0.08%−33−2.6%Reduced
LVW Advisors, LLC1,259$259.0K0.05%+1,259New
Change Path, LLC1,270$261.0K0.02%+124+10.8%Added
Foundations Investment Advisors, LLC1,307$263.6K0.01%+42+3.3%Added
Morse Asset Management, Inc1,295$266.0K0.08%+1,295New
Apella Capital, LLC1,350$266.1K0.01%+11+0.8%Added
Hudson Capital Management LLC1,300$267.5K0.10%−190−12.8%Reduced
Canopy Partners, LLC1,301$268.7K0.16%+1,301New
Ronald Blue Trust, Inc.1,503$269.0K0.00%+236+18.6%Added
Ewa, LLC1,340$270.4K0.13%+14+1.1%Added
Stephens Inc1,326$272.8K0.00%−103−7.2%Reduced
River Wealth Advisors LLC1,330$273.6K0.04%−62−4.5%Reduced
Atlas Brown,Inc.1,352$278.2K0.12%00.0%Unchanged
Capital Investment Counsel, Inc1,352$278.2K0.05%−26−1.9%Reduced
LGT Financial Advisors LLC1,361$279.9K0.34%+38+2.9%Added
Davenport & Co LLC1,374$282.7K0.00%+200+17.0%Added
Teza Capital Management LLC1,380$283.9K0.05%−14,710−91.4%Reduced
CX Institutional1,382$284.3K0.02%−27−1.9%Reduced
Souders Financial Advisors1,386$285.2K0.05%+3+0.2%Added
GPS Wealth Strategies Group, LLC1,389$285.7K0.05%+120+9.5%Added
Advisors Capital Management, LLC1,387$286.0K0.01%+29+2.1%Added
Aull & Monroe Investment Management Corp1,392$286.4K0.14%00.0%Unchanged
Operose Advisors LLC1,400$288.1K0.12%−734−34.4%Reduced
Clarius Group, LLC1,410$290.1K0.02%−124−8.1%Reduced
Mount Yale Investment Advisors, LLC1,432$294.6K0.03%−384−21.1%Reduced
Empowered Funds, LLC1,452$298.7K0.01%+161+12.5%Added
Cadent Capital Advisors, LLC1,480$304.5K0.15%00.0%Unchanged
Washington Trust Advisors, Inc.1,486$305.7K0.03%00.0%Unchanged
Evercore Wealth Management, LLC1,491$306.8K0.01%−124−7.7%Reduced
Tectonic Advisors LLC1,491$306.8K0.03%−243−14.0%Reduced
Ballentine Partners, LLC1,495$307.6K0.01%+38+2.6%Added
Wolverine Trading, LLC1,498$308.2K0.00%+1,498New
Buckingham Capital Management, Inc.1,500$308.6K0.04%00.0%Unchanged
Nixon Peabody Trust Co1,500$308.6K0.03%00.0%Unchanged
Diversified Trust Co1,504$309.4K0.01%+1,504New
Sound View Wealth Advisors Group, LLC1,505$309.7K0.03%00.0%Unchanged
Rockland Trust Co1,512$311.1K0.02%00.0%Unchanged
Portside Wealth Group, LLC1,512$311.1K0.06%+42+2.9%Added
Texas Capital Bank Wealth Management Services Inc1,526$314.0K0.04%−80−5.0%Reduced
RMB Capital Management, LLC1,528$314.4K0.01%+2+0.1%Added
Moneta Group Investment Advisors LLC1,538$316.4K0.01%−8−0.5%Reduced
Anchor Investment Management, LLC1,540$316.9K0.04%−110−6.7%Reduced
Vident Advisory, LLC1,544$317.7K0.01%+154+11.1%Added
Profund Advisors LLC1,548$318.5K0.01%+188+13.8%Added
Carolinas Wealth Consulting LLC1,555$321.2K0.07%−4−0.3%Reduced
Optas, LLC1,565$322.0K0.10%+57+3.8%Added
Dynamic Advisor Solutions LLC1,650$324.1K0.01%+43+2.7%Added
iA Global Asset Management Inc.1,590$327.0K0.01%+1,590New
Nilsine Partners, LLC1,591$327.3K0.05%−1,875−54.1%Reduced
Signaturefd, LLC1,596$328.4K0.01%+58+3.8%Added
Arcadia Investment Management Corp1,600$329.2K0.06%00.0%Unchanged
Mystic Asset Management, Inc.1,600$329.2K0.16%00.0%Unchanged
FDx Advisors, Inc.1,602$330.0K0.03%−253−13.6%Reduced
Stonehearth Capital Management, LLC1,615$332.3K0.16%00.0%Unchanged
Ameritas Investment Partners, Inc.1,620$333.3K0.01%+1+0.1%Added
Keystone Financial Services1,621$333.5K0.16%−61−3.6%Reduced