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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
Campion Asset Management LLC1,735$357.0K0.30%00.0%Unchanged
Brighton Jones LLC1,733$356.6K0.02%+2+0.1%Added
Strategy Asset Managers LLC1,721$354.0K0.08%+6+0.3%Added
Qtron Investments LLC1,701$350.0K0.06%+1,701New
Baker Avenue Asset Management, LP1,699$349.6K0.02%+8+0.5%Added
Alps Advisors Inc1,690$347.7K0.00%−95−5.3%Reduced
We Are One Seven, LLC1,688$347.3K0.02%−8−0.5%Reduced
Ci Investments Inc.1,685$347.0K0.00%−126−7.0%Reduced
Petrus Trust Company, LTA1,686$346.9K0.03%+1,686New
Main Street Financial Solutions, LLC1,677$345.1K0.04%+6+0.4%Added
Snowden Capital Advisors LLC1,671$343.8K0.01%−33−1.9%Reduced
NEOS Investment Management LLC1,670$343.6K0.03%+1,670New
Schear Investment Advisers, LLC1,663$342.2K0.33%−40−2.3%Reduced
First Affirmative Financial Network1,656$340.7K0.27%+237+16.7%Added
Argonautica Private Wealth Management, Inc1,652$339.9K0.14%−8−0.5%Reduced
HB Wealth Management, LLC1,641$337.8K0.00%−75−4.4%Reduced
Private Trust Co NA1,630$335.4K0.04%00.0%Unchanged
Prestige Wealth Management Group LLC1,622$335.0K0.08%−4−0.2%Reduced
Empire Financial Management Company, LLC1,624$334.3K0.13%00.0%Unchanged
Harvest Fund Management Co., Ltd1,621$334.0K0.05%00.0%Unchanged
Vivaldi Capital Management, LLC1,724$333.7K0.10%+49+2.9%Added
Keystone Financial Services1,621$333.5K0.16%−61−3.6%Reduced
Ameritas Investment Partners, Inc.1,620$333.3K0.01%+1+0.1%Added
Stonehearth Capital Management, LLC1,615$332.3K0.16%00.0%Unchanged
FDx Advisors, Inc.1,602$330.0K0.03%−253−13.6%Reduced
Arcadia Investment Management Corp1,600$329.2K0.06%00.0%Unchanged
Mystic Asset Management, Inc.1,600$329.2K0.16%00.0%Unchanged
Signaturefd, LLC1,596$328.4K0.01%+58+3.8%Added
Nilsine Partners, LLC1,591$327.3K0.05%−1,875−54.1%Reduced
iA Global Asset Management Inc.1,590$327.0K0.01%+1,590New
Dynamic Advisor Solutions LLC1,650$324.1K0.01%+43+2.7%Added
Optas, LLC1,565$322.0K0.10%+57+3.8%Added
Carolinas Wealth Consulting LLC1,555$321.2K0.07%−4−0.3%Reduced
Profund Advisors LLC1,548$318.5K0.01%+188+13.8%Added
Vident Advisory, LLC1,544$317.7K0.01%+154+11.1%Added
Anchor Investment Management, LLC1,540$316.9K0.04%−110−6.7%Reduced
Moneta Group Investment Advisors LLC1,538$316.4K0.01%−8−0.5%Reduced
RMB Capital Management, LLC1,528$314.4K0.01%+2+0.1%Added
Texas Capital Bank Wealth Management Services Inc1,526$314.0K0.04%−80−5.0%Reduced
Portside Wealth Group, LLC1,512$311.1K0.06%+42+2.9%Added
Rockland Trust Co1,512$311.1K0.02%00.0%Unchanged
Sound View Wealth Advisors Group, LLC1,505$309.7K0.03%00.0%Unchanged
Diversified Trust Co1,504$309.4K0.01%+1,504New
Buckingham Capital Management, Inc.1,500$308.6K0.04%00.0%Unchanged
Nixon Peabody Trust Co1,500$308.6K0.03%00.0%Unchanged
Wolverine Trading, LLC1,498$308.2K0.00%+1,498New
Ballentine Partners, LLC1,495$307.6K0.01%+38+2.6%Added
Tectonic Advisors LLC1,491$306.8K0.03%−243−14.0%Reduced
Evercore Wealth Management, LLC1,491$306.8K0.01%−124−7.7%Reduced
Washington Trust Advisors, Inc.1,486$305.7K0.03%00.0%Unchanged
Cadent Capital Advisors, LLC1,480$304.5K0.15%00.0%Unchanged
Empowered Funds, LLC1,452$298.7K0.01%+161+12.5%Added
Mount Yale Investment Advisors, LLC1,432$294.6K0.03%−384−21.1%Reduced
Clarius Group, LLC1,410$290.1K0.02%−124−8.1%Reduced
Operose Advisors LLC1,400$288.1K0.12%−734−34.4%Reduced
Aull & Monroe Investment Management Corp1,392$286.4K0.14%00.0%Unchanged
Advisors Capital Management, LLC1,387$286.0K0.01%+29+2.1%Added
GPS Wealth Strategies Group, LLC1,389$285.7K0.05%+120+9.5%Added
Souders Financial Advisors1,386$285.2K0.05%+3+0.2%Added
CX Institutional1,382$284.3K0.02%−27−1.9%Reduced
Teza Capital Management LLC1,380$283.9K0.05%−14,710−91.4%Reduced
Davenport & Co LLC1,374$282.7K0.00%+200+17.0%Added
LGT Financial Advisors LLC1,361$279.9K0.34%+38+2.9%Added
Capital Investment Counsel, Inc1,352$278.2K0.05%−26−1.9%Reduced
Atlas Brown,Inc.1,352$278.2K0.12%00.0%Unchanged
River Wealth Advisors LLC1,330$273.6K0.04%−62−4.5%Reduced
Stephens Inc1,326$272.8K0.00%−103−7.2%Reduced
Ewa, LLC1,340$270.4K0.13%+14+1.1%Added
Ronald Blue Trust, Inc.1,503$269.0K0.00%+236+18.6%Added
Canopy Partners, LLC1,301$268.7K0.16%+1,301New
Hudson Capital Management LLC1,300$267.5K0.10%−190−12.8%Reduced
Apella Capital, LLC1,350$266.1K0.01%+11+0.8%Added
Morse Asset Management, Inc1,295$266.0K0.08%+1,295New
Foundations Investment Advisors, LLC1,307$263.6K0.01%+42+3.3%Added
Change Path, LLC1,270$261.0K0.02%+124+10.8%Added
LVW Advisors, LLC1,259$259.0K0.05%+1,259New
Unique Wealth, LLC1,256$258.4K0.08%−33−2.6%Reduced
Traphagen Investment Advisors LLC1,254$258.1K0.03%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,250$257.2K0.04%−4−0.3%Reduced
Wedmont Private Capital1,285$257.0K0.02%−46−3.5%Reduced
Cigna Investments Inc1,248$257.0K0.05%00.0%Unchanged
UniSuper Management Pty Ltd1,247$256.6K0.00%+347+38.6%Added
Harvey Investment Co LLC1,238$255.0K0.03%00.0%Unchanged
First Heartland Consultants, Inc.1,241$255.0K0.03%+1,241New
Phillips Wealth Planners LLC1,259$253.3K0.31%−28−2.2%Reduced
SRS Capital Advisors, Inc.1,224$251.9K0.03%−263−17.7%Reduced
XTX Topco Ltd1,222$251.4K0.06%+1,222New
Mutual Advisors, LLC1,221$251.3K0.01%+35+3.0%Added
Rehmann Capital Advisory Group1,220$251.1K0.02%00.0%Unchanged
Personal Cfo Solutions, LLC1,217$250.5K0.04%−24−1.9%Reduced
Enterprise Bank & Trust Co1,201$247.1K0.09%+1,201New
MONECO Advisors, LLC1,200$246.9K0.05%−18−1.5%Reduced
Choate Investment Advisors1,191$245.0K0.01%+1,191New
Ledyard National Bank1,188$244.4K0.03%+1,188New
Empower Advisory Group, LLC1,173$241.3K0.00%−29−2.4%Reduced
Stratos Wealth Advisors, LLC1,172$241.3K0.01%−11−0.9%Reduced
Jacobsen Capital Management1,172$241.1K0.12%−35−2.9%Reduced
Claret Asset Management Corp1,166$240.0K0.04%+11+1.0%Added
Key Financial Inc1,156$237.8K0.06%00.0%Unchanged
MCF Advisors LLC1,152$237.6K0.02%00.0%Unchanged