Skip to main content
Livermore
Livermore
ZHEN

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
Vivaldi Capital Management, LLC1,724$333.7K0.10%+49+2.9%Added
Harvest Fund Management Co., Ltd1,621$334.0K0.05%00.0%Unchanged
Empire Financial Management Company, LLC1,624$334.3K0.13%00.0%Unchanged
Prestige Wealth Management Group LLC1,622$335.0K0.08%−4−0.2%Reduced
Private Trust Co NA1,630$335.4K0.04%00.0%Unchanged
HB Wealth Management, LLC1,641$337.8K0.00%−75−4.4%Reduced
Argonautica Private Wealth Management, Inc1,652$339.9K0.14%−8−0.5%Reduced
First Affirmative Financial Network1,656$340.7K0.27%+237+16.7%Added
Schear Investment Advisers, LLC1,663$342.2K0.33%−40−2.3%Reduced
NEOS Investment Management LLC1,670$343.6K0.03%+1,670New
Snowden Capital Advisors LLC1,671$343.8K0.01%−33−1.9%Reduced
Main Street Financial Solutions, LLC1,677$345.1K0.04%+6+0.4%Added
Petrus Trust Company, LTA1,686$346.9K0.03%+1,686New
Ci Investments Inc.1,685$347.0K0.00%−126−7.0%Reduced
We Are One Seven, LLC1,688$347.3K0.02%−8−0.5%Reduced
Alps Advisors Inc1,690$347.7K0.00%−95−5.3%Reduced
Baker Avenue Asset Management, LP1,699$349.6K0.02%+8+0.5%Added
Qtron Investments LLC1,701$350.0K0.06%+1,701New
Strategy Asset Managers LLC1,721$354.0K0.08%+6+0.3%Added
Brighton Jones LLC1,733$356.6K0.02%+2+0.1%Added
Campion Asset Management LLC1,735$357.0K0.30%00.0%Unchanged
Vista Wealth Management Group, LLC1,736$357.2K0.03%+7+0.4%Added
Horizon Investments, LLC1,749$359.9K0.01%−123−6.6%Reduced
Geneva Partners, LLC1,750$360.1K0.20%+1,750New
Penserra Capital Management LLC1,762$361.0K0.01%+491+38.6%Added
Central Trust Co1,756$361.3K0.01%−265−13.1%Reduced
Sequoia Financial Advisors, LLC1,767$363.6K0.00%+1,767New
Ascent Wealth Partners, LLC1,776$365.4K0.06%+21+1.2%Added
Continuum Advisory, LLC1,781$366.4K0.05%−254−12.5%Reduced
Eagle Bay Advisors LLC1,787$367.7K0.23%−311−14.8%Reduced
Sherbrooke Park Advisers LLC1,797$369.7K0.17%−515−22.3%Reduced
Marco Investment Management LLC1,800$370.4K0.04%00.0%Unchanged
NorthRock Partners, LLC1,818$375.5K0.02%+1,818New
Caisse de Depot Et Placement du Quebec1,829$376.3K0.00%−1,993−52.1%Reduced
1858 Wealth Management, LLC1,835$377.6K0.36%+1,835New
Global Retirement Partners, LLC1,871$378.2K0.02%+105+5.9%Added
TrueWealth Advisors, LLC1,842$379.0K0.15%+628+51.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,872$385.1K0.01%+84+4.7%Added
Shore Point Advisors, LLC1,877$386.2K0.24%00.0%Unchanged
Benchmark Investment Advisors LLC2,000$411.5K0.38%00.0%Unchanged
Ifrah Financial Services, Inc.2,018$415.2K0.12%−9−0.4%Reduced
Stock Yards Bank & Trust Co2,025$416.6K0.01%−415−17.0%Reduced
LifePro Asset Management2,040$419.7K0.32%00.0%Unchanged
Resources Management Corp2,045$421.0K0.06%−95−4.4%Reduced
Patriot Financial Group Insurance Agency, LLC2,053$422.3K0.08%+79+4.0%Added
Aberdeen Wealth Management LLC2,069$425.7K0.31%00.0%Unchanged
Moody Aldrich Partners LLC2,076$427.1K0.08%+5+0.2%Added
CAPROCK Group, Inc.2,082$430.0K0.03%−24−1.1%Reduced
Spire Wealth Management2,101$430.5K0.01%+10.0%Added
Avestar Capital, LLC2,085$430.6K0.05%−7−0.3%Reduced
Savant Capital, LLC2,127$437.6K0.01%+712+50.3%Added
Wealth Alliance2,135$439.2K0.06%−46−2.1%Reduced
Eqis Capital Management, Inc.2,149$442.1K0.04%+352+19.6%Added
Brevan Howard Capital Management LP2,169$446.3K0.04%+2,169New
Shufro Rose & Co LLC2,500$447.6K0.04%+2,500New
Plante Moran Financial Advisors, LLC2,176$447.8K0.05%00.0%Unchanged
Thoroughbred Financial Services, LLC2,208$454.0K0.04%−103−4.5%Reduced
Websterrogers Financial Advisors, LLC2,223$457.4K0.19%−987−30.7%Reduced
Signal Advisors Wealth, LLC2,227$459.9K0.16%+2,227New
Segment Wealth Management, LLC2,244$461.7K0.04%00.0%Unchanged
Hall Laurie J Trustee2,250$463.0K0.18%+1,200+114.3%Added
Meeder Advisory Services, Inc.2,253$463.6K0.05%+840+59.4%Added
Heritage Wealth Advisors2,256$464.2K0.02%00.0%Unchanged
Ellevest, Inc.2,256$464.2K0.03%+163+7.8%Added
Exchange Bank2,266$466.2K0.40%+16+0.7%Added
Jacobi Capital Management LLC2,272$467.6K0.05%+2+0.1%Added
Federated Hermes, Inc.2,277$468.5K0.00%+1,169+105.5%Added
Cambridge Trust Co2,283$469.7K0.02%−28−1.2%Reduced
Wellington Management Group LLP2,284$469.9K0.00%+317+16.1%Added
Radnor Capital Management, LLC2,292$472.0K0.09%+215+10.4%Added
Procyon Private Wealth Partners, LLC2,319$477.1K0.04%+52+2.3%Added
V-Square Quantitative Management LLC2,319$477.1K0.11%+521+29.0%Added
United Capital Financial Advisers, LLC2,330$479.3K0.00%+2,330New
Apollon Wealth Management, LLC2,335$480.4K0.02%+118+5.3%Added
Citizens Financial Group Inc2,343$482.1K0.02%+81+3.6%Added
SeaBridge Investment Advisors LLC2,344$482.3K0.14%−770−24.7%Reduced
Simplicity Wealth,LLC2,348$483.1K0.19%+2,348New
Golden State Equity Partners2,356$484.7K0.12%+551+30.5%Added
Nomura Holdings Inc2,380$489.7K0.00%+2,380New
Vestcor Inc2,384$491.0K0.02%−31−1.3%Reduced
Seeds Investor LLC2,403$494.4K0.56%+2,403New
Argent Trust Co2,406$495.0K0.02%+44+1.9%Added
Wetherby Asset Management Inc2,417$497.3K0.03%−42−1.7%Reduced
Court Place Advisors, LLC2,426$499.1K0.16%00.0%Unchanged
Voya Financial Advisors, Inc.2,438$501.8K0.06%−11−0.4%Reduced
Kinneret Advisory, LLC2,579$532.7K0.06%+2,579New
Everence Capital Management Inc2,596$534.0K0.04%00.0%Unchanged
GTS Securities LLC2,598$534.5K0.01%+1,135+77.6%Added
Alberta Investment Management Corp2,600$535.0K0.01%00.0%Unchanged
Prelude Capital Management, LLC2,609$536.8K0.05%−69−2.6%Reduced
Huntington National Bank2,657$546.7K0.00%−4−0.2%Reduced
QSV Equity Investors LLC2,666$548.5K0.53%+2,666New
Public Sector Pension Investment Board2,680$551.4K0.00%−9,941−78.8%Reduced
WealthTrust Axiom LLC2,681$551.6K0.18%00.0%Unchanged
FJ Investments, LLC2,709$557.4K0.03%+2,709New
Seven Eight Capital, LP2,719$559.4K0.06%−1,934−41.6%Reduced
Chicago Trust Co NA2,728$561.3K0.12%00.0%Unchanged
Investment Management Corp of Ontario2,729$561.5K0.01%+2,729New
Ami Asset Management Corp2,738$563.3K0.03%+94+3.6%Added
Pitcairn Co2,765$568.9K0.04%−15−0.5%Reduced