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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 1,150 | $236.6K | 0.00% | −24,805−95.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,142 | $235.0K | 0.16% | +1,142 | New |
| Clark Capital Management Group, Inc. | 1,142 | $235.0K | 0.00% | −1,359−54.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,142 | $235.0K | 0.17% | −189−14.2% | Reduced |
| Courier Capital LLC | 1,139 | $234.3K | 0.02% | −150−11.6% | Reduced |
| Seaside Wealth Management, Inc. | 1,136 | $233.8K | 0.11% | +5+0.4% | Added |
| Park National Corp | 1,132 | $232.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,125 | $231.4K | 0.02% | −814−42.0% | Reduced |
| ORG Partners LLC | 1,119 | $230.2K | 0.04% | +385+52.5% | Added |
| Patron Partners Advisors, LLC | 1,104 | $227.1K | 0.15% | +1,104 | New |
| Penobscot Investment Management Company, Inc. | 1,102 | $226.7K | 0.03% | +1,102 | New |
| Venturi Wealth Management, LLC | 1,100 | $226.3K | 0.02% | +106+10.7% | Added |
| Silver Oak Securities, Inc | 1,099 | $226.1K | 0.03% | +126+12.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,090 | $224.3K | 0.02% | −33−2.9% | Reduced |
| David Loasby | 1,140 | $223.8K | 0.02% | +1,140 | New |
| Claro Advisors LLC | 1,085 | $223.3K | 0.05% | −75−6.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,082 | $222.6K | 0.01% | −157−12.7% | Reduced |
| RDA Financial Network | 1,082 | $222.6K | 0.08% | +1,082 | New |
| First Manhattan Co | 1,077 | $221.6K | 0.00% | −450−29.5% | Reduced |
| Wealthspire Advisors, LLC | 1,072 | $220.5K | 0.00% | +1,072 | New |
| Fiduciary Planning LLC | 1,072 | $220.5K | 0.09% | −3,840−78.2% | Reduced |
| AlphaCentric Advisors LLC | 1,069 | $219.9K | 0.15% | +1,069 | New |
| Cedar Brook Financial Partners, LLC | 1,093 | $219.9K | 0.05% | +1,093 | New |
| Great Valley Advisor Group, Inc. | 1,063 | $218.7K | 0.01% | +1,063 | New |
| Astoria Portfolio Advisors LLC. | 1,090 | $216.7K | 0.09% | +1,090 | New |
| Pavion Blue Capital, LLC | 1,053 | $216.7K | 0.12% | +1,053 | New |
| Allred Capital Management, LLC | 1,033 | $212.5K | 0.09% | +1,033 | New |
| Oarsman Capital, Inc. | 1,031 | $212.1K | 0.06% | +1,031 | New |
| Covenant Partners, LLC | 1,027 | $211.3K | 0.07% | +1,027 | New |
| Peapack Gladstone Financial Corp | 1,020 | $211.0K | 0.00% | +1,020 | New |
| Prime Capital Investment Advisors, LLC | 1,019 | $209.7K | 0.00% | +1,019 | New |
| Moseley Investment Management Inc | 1,010 | $207.8K | 0.12% | +1,010 | New |
| Tradition Wealth Management, LLC | 1,004 | $207.0K | 0.02% | +2+0.2% | Added |
| Wealthstream Advisors, Inc. | 1,003 | $206.4K | 0.09% | +1,003 | 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 |
| Balentine LLC | 978 | $201.2K | 0.01% | +978 | New |
| Hyman Charles D | 977 | $201.0K | 0.01% | +977 | New |
| Trust Co of the South | 975 | $200.6K | 0.05% | +975 | New |
| Abner Herrman & Brock LLC | 974 | $200.0K | 0.03% | +974 | New |
| Colonial Trust Co | 957 | $196.9K | 0.04% | −110−10.3% | Reduced |
| Spotlight Asset Group, Inc. | 1,099 | $196.8K | 0.18% | 00.0% | Unchanged |
| Umb Bank N A | 907 | $186.6K | 0.00% | −268−22.8% | Reduced |
| First Horizon Advisors, Inc. | 812 | $167.1K | 0.01% | −51−5.9% | Reduced |
| Walleye Trading LLC | 795 | $163.6K | 0.00% | +795 | New |
| Toth Financial Advisory Corp | 770 | $158.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 754 | $155.1K | 0.00% | −52−6.5% | Reduced |
| GAMMA Investing LLC | 739 | $150.9K | 0.04% | +739 | New |
| Desjardins Global Asset Management Inc. | 715 | $147.1K | 0.02% | +86+13.7% | Added |
| Massmutual Trust Co FSB | 711 | $146.3K | 0.00% | −24−3.3% | Reduced |
| Hanson & Doremus Investment Management | 700 | $144.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 678 | $139.5K | 0.00% | −1,823−72.9% | Reduced |
| S.A. Mason LLC | 675 | $138.9K | 0.09% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 662 | $137.0K | 0.00% | +103+18.4% | Added |
| Bartlett & Co. Wealth Management LLC | 662 | $136.8K | 0.00% | +103+18.4% | Added |
| Union Savings Bank | 620 | $127.6K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 617 | $127.0K | 0.05% | −66−9.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 600 | $123.5K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 584 | $121.0K | 0.02% | −105−15.2% | Reduced |
| Tobam | 578 | $119.0K | 0.01% | −569−49.6% | Reduced |
| Armstrong Advisory Group, Inc | 571 | $117.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 561 | $115.4K | 0.00% | −4−0.7% | Reduced |
| Farther Finance Advisors, LLC | 553 | $113.8K | 0.01% | +36+7.0% | Added |
| Quent Capital, LLC | 544 | $112.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 536 | $110.2K | 0.01% | +114+27.0% | Added |
| 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 |
| Park Place Capital Corp | 498 | $102.5K | 0.04% | −55−9.9% | Reduced |
| 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 |
| Lowe Wealth Advisors, LLC | 491 | $101.0K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $101.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 470 | $96.7K | 0.00% | −364−43.6% | Reduced |
| Covestor Ltd | 465 | $96.0K | 0.07% | −82−15.0% | Reduced |
| United Community Bank | 466 | $95.9K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 453 | $93.0K | 0.01% | +3+0.7% | Added |
| Bangor Savings Bank | 452 | $93.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 446 | $91.7K | 0.00% | −101,103−99.6% | Reduced |
| Bokf, NA | 414 | $85.2K | 0.00% | +1+0.2% | Added |
| Bruce G. Allen Investments, LLC | 410 | $84.4K | 0.08% | +410 | New |
| IFP Advisors, Inc | 407 | $83.8K | 0.00% | −143−26.0% | Reduced |
| Parkside Financial Bank & Trust | 404 | $83.1K | 0.02% | +96+31.2% | Added |
| Capital Advisors, Ltd. LLC | 392 | $81.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 393 | $80.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 409 | $80.6K | 0.00% | +61+17.5% | Added |
| Aspire Private Capital, LLC | 388 | $79.8K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 379 | $78.0K | 0.00% | −374−49.7% | Reduced |
| Chilton Capital Management LLC | 371 | $76.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 369 | $76.0K | 0.01% | +223+152.7% | Added |
| Harbour Investments, Inc. | 364 | $74.9K | 0.00% | +130+55.6% | Added |
| Lindbrook Capital, LLC | 362 | $74.5K | 0.01% | +74+25.7% | Added |
| Pinnacle Bancorp, Inc. | 354 | $72.8K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $72.0K | 0.00% | +350 | New |
| VisionPoint Advisory Group, LLC | 341 | $70.2K | 0.03% | +341 | New |
| State of Wyoming | 336 | $69.1K | 0.01% | −981−74.5% | Reduced |
| Glassman Wealth Services | 332 | $68.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 305 | $63.0K | 0.01% | +205+205.0% | Added |