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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, Q1 2024

Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2024. 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
940
+28 vs. Q4 2023
Shares held
105.6M
−903.5K (−0.8%) vs. Q4 2023
Total value
$21.5B
−$260.2M (−1.2%) vs. Q4 2023
New holders
94
367 more added
Sold out
66
325 more reduced

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 940 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 heldQ1 2024: $21.5B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2023.

Institutions holding BR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Riggs Asset Managment Co. Inc.1$2050.00%+1New
NVWM, LLC1$2060.00%+1New
Hexagon Capital Partners LLC2$4100.00%−26−92.9%Reduced
Rakuten Securities, Inc.2$4100.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC2$4100.00%00.0%Unchanged
PEAK6 Investments LLC3$5300.00%+3New
TD Capital Management LLC3$6150.00%+3New
CoreCap Advisors, LLC3$6150.00%+3New
Avion Wealth2$1.00K0.00%+2New
TFC Financial Management5$1.02K0.00%+1+25.0%Added
True Wealth Design, LLC5$1.02K0.00%+2+66.7%Added
Rosenberg Matthew Hamilton6$1.22K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$1.43K0.00%+7New
Sachetta, LLC7$1.44K0.00%00.0%Unchanged
Dunhill Financial, LLC9$1.83K0.00%+1+12.5%Added
Raffa Wealth Management, LLC11$2.25K0.00%00.0%Unchanged
West Paces Advisors Inc.11$2.25K0.00%+11New
Red Tortoise LLC12$2.46K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$2.66K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$2.66K0.00%00.0%Unchanged
VitalStone Financial, LLC14$3.00K0.00%+1+7.7%Added
DiNuzzo Private Wealth, Inc.16$3.28K0.00%00.0%Unchanged
Essex Investment Management Co LLC18$3.69K0.00%00.0%Unchanged
First Pacific Financial19$3.89K0.00%+5+35.7%Added
City State Bank21$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.18$4.00K0.00%+3+20.0%Added
AdvisorNet Financial, Inc20$4.10K0.00%−25−55.6%Reduced
RFP Financial Group LLC20$4.10K0.00%00.0%Unchanged
Abound Wealth Management20$4.10K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$4.71K0.00%−3−11.5%Reduced
Sofos Investments, Inc.25$5.05K0.00%+22+733.3%Added
Bogart Wealth, LLC25$5.12K0.00%00.0%Unchanged
Versant Capital Management, Inc26$5.33K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC27$5.53K0.00%00.0%Unchanged
First Financial Corp30$6.14K0.00%+30New
Impact Partnership Wealth, LLC31$6.35K0.00%00.0%Unchanged
Robinswood Financial LLC32$6.50K0.00%00.0%Unchanged
Laffer Tengler Investments33$6.76K0.00%−2−5.7%Reduced
M&R Capital Management Inc37$7.58K0.00%00.0%Unchanged
SJS Investment Consulting Inc.37$7.58K0.00%+18+94.7%Added
Frazier Financial Advisors, LLC38$7.79K0.01%00.0%Unchanged
North Star Investment Management Corp.39$7.99K0.00%00.0%Unchanged
Fortitude Family Office, LLC45$9.22K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$9.22K0.00%+10+28.6%Added
LRI Investments, LLC48$9.83K0.00%+48New
Tyler-Stone Wealth Management51$10.4K0.00%00.0%Unchanged
Investors Research Corp52$10.7K0.00%−124−70.5%Reduced
Hallmark Capital Management Inc52$10.7K0.00%00.0%Unchanged
Cornerstone Planning Group LLC54$10.7K0.00%+2+3.8%Added
Criterion Capital Advisors, LLC53$10.9K0.01%−35−39.8%Reduced
Fortis Group Advisors, LLC53$10.9K0.00%+53New
PrairieView Partners, LLC49$11.0K0.00%00.0%Unchanged
Rise Advisors, LLC63$12.9K0.01%+63New
Coston, McIsaac & Partners64$13.0K0.00%00.0%Unchanged
First United Bank Trust64$13.1K0.00%00.0%Unchanged
Crewe Advisors LLC68$13.9K0.00%+68New
Private Wealth Management Group, LLC69$14.1K0.01%+20+40.8%Added
WR Wealth Planners, LLC69$14.1K0.00%+69New
Pin Oak Investment Advisors Inc72$15.0K0.01%+72New
Northwest Bank & Trust Co78$15.1K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC75$15.4K0.01%+24+47.1%Added
Salem Investment Counselors Inc75$15.4K0.00%00.0%Unchanged
West Branch Capital LLC77$15.8K0.01%00.0%Unchanged
CVA Family Office, LLC80$16.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc81$16.6K0.00%00.0%Unchanged
Capital Analysts, LLC88$18.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC88$18.0K0.00%+70+388.9%Added
Sunbelt Securities, Inc.90$18.5K0.00%00.0%Unchanged
ORG Partners LLC92$18.7K0.04%−1,027−91.8%Reduced
Continuum Advisory, LLC97$18.7K0.00%−1,684−94.6%Reduced
Caldwell Trust Co93$19.1K0.00%00.0%Unchanged
Salomon & Ludwin, LLC94$19.3K0.00%+40+74.1%Added
Atticus Wealth Management, LLC95$19.5K0.01%00.0%Unchanged
Independence Bank of Kentucky95$19.5K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group97$19.9K0.01%00.0%Unchanged
Hollencrest Capital Management100$20.5K0.00%+100New
nVerses Capital, LLC100$20.5K0.05%+100New
Connectus Wealth, LLC88,115$21.6K0.00%−659−0.7%Reduced
Wetzel Investment Advisors, Inc.112$21.7K0.01%−3−2.6%Reduced
Larson Financial Group LLC106$21.7K0.00%−11−9.4%Reduced
Atlantic Trust, LLC106$21.7K0.01%00.0%Unchanged
Centerpoint Advisors, LLC109$22.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.109$22.3K0.00%−105−49.1%Reduced
Mascoma Wealth Management LLC111$22.7K0.01%00.0%Unchanged
Valued Wealth Advisors LLC118$24.3K0.02%00.0%Unchanged
Clearstead Advisors, LLC124$24.5K0.00%−8−6.1%Reduced
McClarren Financial Advisors, Inc.119$25.0K0.02%+1+0.8%Added
Quarry LP124$25.4K0.01%+124New
Piscataqua Savings Bank125$25.6K0.02%00.0%Unchanged
Gradient Investments LLC126$25.9K0.00%−320−71.7%Reduced
Rothschild Investment LLC134$27.5K0.00%+8+6.3%Added
Ofi Invest Asset Management148$28.1K0.00%+2+1.4%Added
Raleigh Capital Management Inc.148$30.3K0.01%+138+1,380.0%Added
Ogorek Anthony Joseph152$31.0K0.01%00.0%Unchanged
Sandy Spring Bank153$31.3K0.00%00.0%Unchanged
LifeSteps Financial, Inc.155$31.8K0.02%+155New
JFS Wealth Advisors, LLC155$31.8K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.163$33.4K0.01%00.0%Unchanged
New Covenant Trust Company, N.A.165$33.8K0.03%+165New