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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 2,767 | $569.4K | 0.03% | +1,903+220.3% | Added |
| Mather Group, LLC. | 2,772 | $570.2K | 0.01% | +258+10.3% | Added |
| Simmons Bank | 2,776 | $571.2K | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2,838 | $583.9K | 0.01% | −8,909−75.8% | Reduced |
| Guggenheim Capital LLC | 2,881 | $592.8K | 0.00% | +335+13.2% | Added |
| Albion Financial Group | 2,890 | $594.6K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,892 | $595.1K | 0.04% | +1,563+117.6% | Added |
| Beaumont Financial Advisors, LLC | 2,928 | $602.4K | 0.05% | +11+0.4% | Added |
| Veriti Management LLC | 2,934 | $603.8K | 0.05% | +69+2.4% | Added |
| Bradley Foster & Sargent Inc | 2,944 | $605.7K | 0.01% | −10.0% | Reduced |
| Old National Bancorp | 2,948 | $606.6K | 0.02% | −345−10.5% | Reduced |
| Compass Ion Advisors, LLC | 2,948 | $606.6K | 0.09% | +114+4.0% | Added |
| Ieq Capital, LLC | 2,970 | $611.1K | 0.01% | −142−4.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,992 | $615.6K | 0.04% | +8+0.3% | Added |
| Platform Technology Partners | 3,166 | $625.7K | 0.24% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,047 | $627.0K | 0.12% | −397−11.5% | Reduced |
| Kidder Stephen W | 3,050 | $627.5K | 0.20% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,070 | $631.7K | 0.01% | +2,238+269.0% | Added |
| Samalin Investment Counsel, LLC | 3,071 | $632.0K | 0.32% | +42+1.4% | Added |
| Resources Investment Advisors, LLC. | 3,118 | $641.5K | 0.01% | +1,264+68.2% | Added |
| MGB Wealth Management, LLC | 3,135 | $645.0K | 0.32% | +3,135 | New |
| Forza Wealth Management, LLC | 3,150 | $648.1K | 0.36% | −2,629−45.5% | Reduced |
| Fulton Bank, N.A. | 3,154 | $648.9K | 0.03% | +221+7.5% | Added |
| Gateway Advisory, LLC | 3,166 | $651.4K | 0.13% | −57−1.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $659.6K | 0.17% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,216 | $661.7K | 0.39% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,233 | $665.2K | 0.24% | −17−0.5% | Reduced |
| Mission Wealth Management, LP | 3,237 | $665.9K | 0.02% | −11−0.3% | Reduced |
| Everpar Advisors LLC | 3,271 | $673.0K | 0.31% | +3,271 | New |
| Tokio Marine Asset Management Co Ltd | 3,277 | $674.2K | 0.04% | +268+8.9% | Added |
| Delta Financial Group, Inc. | 3,295 | $678.0K | 0.21% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,311 | $681.2K | 0.85% | +47+1.4% | Added |
| National Asset Management, Inc. | 3,308 | $683.3K | 0.02% | −1,469−30.8% | Reduced |
| Credit Agricole S A | 3,329 | $684.9K | 0.01% | +2,218+199.6% | Added |
| TD Private Client Wealth LLC | 3,345 | $688.2K | 0.02% | −305−8.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,390 | $697.5K | 0.13% | −2,790−45.1% | Reduced |
| Gotham Asset Management, LLC | 3,430 | $705.7K | 0.01% | −17,927−83.9% | Reduced |
| Convergence Investment Partners, LLC | 3,456 | $711.0K | 0.37% | −172−4.7% | Reduced |
| Hilton Capital Management, LLC | 3,476 | $715.2K | 0.08% | +2,321+201.0% | Added |
| Squarepoint Ops LLC | 3,482 | $716.4K | 0.00% | −51,773−93.7% | Reduced |
| CIBC World Markets Inc. | 3,519 | $724.0K | 0.00% | +3,519 | New |
| Atria Wealth Solutions, Inc. | 3,534 | $729.8K | 0.01% | +1,958+124.2% | Added |
| Accredited Investors Inc. | 3,571 | $734.7K | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,596 | $739.9K | 0.09% | −136−3.6% | Reduced |
| Quadrant Capital Group LLC | 3,617 | $744.2K | 0.06% | −89−2.4% | Reduced |
| Eukles Asset Management | 3,638 | $748.5K | 0.35% | −21−0.6% | Reduced |
| Cedar Mountain Advisors, LLC | 3,671 | $755.3K | 0.20% | +3+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 3,705 | $762.4K | 0.22% | −41−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,724 | $766.2K | 0.02% | −5−0.1% | Reduced |
| Symmetry Partners, LLC | 3,740 | $770.0K | 0.04% | −124−3.2% | Reduced |
| Aquatic Capital Management LLC | 3,800 | $782.0K | 0.02% | +3,800 | New |
| Lincoln National Corp | 3,835 | $789.0K | 0.01% | +781+25.6% | Added |
| Vinva Investment Management Ltd | 3,910 | $804.8K | 0.06% | +3,910 | New |
| Summit Financial, LLC | 3,947 | $815.3K | 0.05% | −169−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,970 | $816.8K | 0.04% | −880−18.1% | Reduced |
| Empirical Finance, LLC | 3,986 | $820.1K | 0.06% | +39+1.0% | Added |
| Bank Ozk | 4,000 | $823.0K | 0.40% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $825.7K | 0.34% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,000 | $826.2K | 0.17% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,028 | $828.8K | 0.01% | −2,630−39.5% | Reduced |
| QRG Capital Management, Inc. | 4,059 | $835.2K | 0.01% | +954+30.7% | Added |
| TrinityPoint Wealth, LLC | 4,088 | $841.1K | 0.15% | +20.0% | Added |
| Teamwork Financial Advisors, LLC | 4,090 | $841.5K | 0.14% | +63+1.6% | Added |
| ABLE Financial Group, LLC | 4,130 | $849.7K | 0.37% | −349−7.8% | Reduced |
| Merit Financial Group, LLC | 4,141 | $852.0K | 0.03% | +1,214+41.5% | Added |
| Norinchukin Bank, The | 4,184 | $860.9K | 0.02% | −477−10.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,191 | $862.3K | 0.06% | −11−0.3% | Reduced |
| Guardian Wealth Management, Inc. | 4,259 | $876.3K | 0.74% | −24−0.6% | Reduced |
| Glenmede Trust Co NA | 4,300 | $884.7K | 0.00% | −703−14.1% | Reduced |
| Alaska Permanent Fund Corp | 4,302 | $885.1K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,326 | $890.0K | 0.01% | +217+5.3% | Added |
| Unigestion Holding SA | 4,335 | $891.9K | 0.05% | +1,737+66.9% | Added |
| DT Investment Partners, LLC | 4,272 | $892.7K | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,363 | $897.7K | 0.05% | −85−1.9% | Reduced |
| Tributary Capital Management, LLC | 4,372 | $899.5K | 0.08% | +68+1.6% | Added |
| HighPoint Advisor Group LLC | 4,463 | $903.0K | 0.06% | +4,463 | New |
| Proequities, Inc. | 4,417 | $912.2K | 0.07% | −51−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,443 | $914.1K | 0.01% | +4,443 | New |
| Intech Investment Management LLC | 4,472 | $920.1K | 0.01% | −5,660−55.9% | Reduced |
| E. Ohman J:or Asset Management AB | 4,500 | $925.9K | 0.03% | −1,100−19.6% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $925.9K | 0.43% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,513 | $928.5K | 0.02% | −159−3.4% | Reduced |
| Fiduciary Trust Co | 4,616 | $949.7K | 0.02% | +980+27.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,669 | $961.0K | 0.02% | +262+5.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 4,320 | $964.1K | 0.01% | +4,320 | New |
| Ostrum Asset Management | 4,754 | $978.1K | 0.09% | +2,131+81.2% | Added |
| Metropolitan Life Insurance Co | 4,788 | $985.1K | 0.05% | −98−2.0% | Reduced |
| Ossiam | 4,912 | $1.01M | 0.02% | −4,402−47.3% | Reduced |
| CWS Financial Advisors, LLC | 4,912 | $1.01M | 0.38% | −378−7.1% | Reduced |
| Prospera Financial Services Inc | 4,983 | $1.03M | 0.03% | +54+1.1% | Added |
| NBC Securities, Inc. | 4,995 | $1.03M | 0.10% | −134−2.6% | Reduced |
| 1832 Asset Management L.P. | 5,004 | $1.03M | 0.00% | +454+10.0% | Added |
| Montag & Caldwell, LLC | 5,019 | $1.03M | 0.18% | −15−0.3% | Reduced |
| Sepio Capital, LP | 5,039 | $1.04M | 0.09% | −788−13.5% | Reduced |
| Thrivent Financial for Lutherans | 5,108 | $1.05M | 0.00% | −74−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 5,117 | $1.05M | 0.00% | +5,117 | New |
| Johnson Investment Counsel Inc | 5,168 | $1.06M | 0.01% | −35−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 5,295 | $1.09M | 0.18% | +5,295 | New |
| Edgestream Partners, L.P. | 5,296 | $1.09M | 0.08% | +5,296 | New |
| Wambolt & Associates, LLC | 5,309 | $1.09M | 0.36% | −1,038−16.4% | Reduced |