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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $34.8K | 0.00% | +5+3.0% | Added |
| FSA Wealth Management LLC | 183 | $37.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 190 | $38.7K | 0.01% | +190 | New |
| Brown Shipley& Co Ltd | 207 | $42.0K | 0.01% | +1+0.5% | Added |
| Truvestments Capital LLC | 210 | $42.9K | 0.02% | +1+0.5% | Added |
| Blume Capital Management, Inc. | 229 | $46.9K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $50.4K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 248 | $51.0K | 0.00% | −37−13.0% | Reduced |
| Jones Financial Companies LLLP | 251 | $51.5K | 0.00% | +20+8.7% | Added |
| Assetmark, Inc | 252 | $51.6K | 0.00% | +8+3.3% | Added |
| HighMark Wealth Management LLC | 253 | $51.9K | 0.03% | +1+0.4% | Added |
| Cape Investment Advisory, Inc. | 266 | $54.5K | 0.03% | −9−3.3% | Reduced |
| Lazard Asset Management LLC | 275 | $56.0K | 0.00% | +168+157.0% | Added |
| Geneos Wealth Management Inc. | 293 | $59.9K | 0.00% | −25,058−98.8% | Reduced |
| Roble, Belko & Company, Inc | 295 | $60.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $60.2K | 0.01% | −4−1.3% | Reduced |
| Montag A & Associates Inc | 300 | $61.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 305 | $62.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 330 | $67.6K | 0.01% | −6−1.8% | Reduced |
| First PREMIER Bank | 330 | $68.0K | 0.02% | +135+69.2% | Added |
| Harbor Investment Advisory, LLC | 350 | $71.7K | 0.01% | +50+16.7% | Added |
| Pinnacle Bancorp, Inc. | 354 | $72.5K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 363 | $74.4K | 0.00% | −16−4.2% | Reduced |
| Lindbrook Capital, LLC | 365 | $74.8K | 0.01% | +3+0.8% | Added |
| Chilton Capital Management LLC | 371 | $76.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 375 | $77.1K | 0.03% | +375 | New |
| Bokf, NA | 382 | $77.6K | 0.00% | −32−7.7% | Reduced |
| TD Waterhouse Canada Inc. | 391 | $79.2K | 0.00% | −18−4.4% | Reduced |
| Aspire Private Capital, LLC | 388 | $79.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 391 | $80.1K | 0.01% | +213+119.7% | Added |
| St Germain D J Co Inc | 393 | $80.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 398 | $82.0K | 0.01% | +6+1.5% | Added |
| Canopy Partners, LLC | 401 | $82.1K | 0.04% | −900−69.2% | Reduced |
| First Command Advisory Services, Inc. | 407 | $83.4K | 0.00% | +217+114.2% | Added |
| Bruce G. Allen Investments, LLC | 418 | $85.6K | 0.07% | +8+2.0% | Added |
| Massmutual Trust Co FSB | 430 | $88.1K | 0.00% | −281−39.5% | Reduced |
| Webster Bank, N. A. | 447 | $91.6K | 0.01% | +244+120.2% | Added |
| Valley National Advisers Inc | 453 | $92.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 452 | $92.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 459 | $94.0K | 0.04% | −7−1.5% | Reduced |
| Parkside Financial Bank & Trust | 465 | $95.3K | 0.02% | +61+15.1% | Added |
| Whittier Trust Co of Nevada Inc | 470 | $96.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 483 | $98.9K | 0.02% | −10−2.0% | Reduced |
| Harbour Investments, Inc. | 484 | $99.2K | 0.00% | +120+33.0% | Added |
| Lowe Wealth Advisors, LLC | 491 | $100.6K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 492 | $100.8K | 0.04% | −1−0.2% | Reduced |
| West Oak Capital, LLC | 500 | $102.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $102.4K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $102.4K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $102.4K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 508 | $104.0K | 0.07% | +43+9.2% | Added |
| IFP Advisors, Inc | 531 | $108.8K | 0.00% | +124+30.5% | Added |
| Penserra Capital Management LLC | 548 | $111.0K | 0.00% | −1,214−68.9% | Reduced |
| Farther Finance Advisors, LLC | 550 | $111.8K | 0.01% | −3−0.5% | Reduced |
| Quent Capital, LLC | 554 | $113.5K | 0.01% | +10+1.8% | Added |
| VisionPoint Advisory Group, LLC | 556 | $113.9K | 0.04% | +215+63.0% | Added |
| EverSource Wealth Advisors, LLC | 591 | $114.2K | 0.01% | +55+10.3% | Added |
| Transamerica Financial Advisors, Inc. | 570 | $117.0K | 0.01% | −14−2.4% | Reduced |
| GeoWealth Management, LLC | 573 | $117.4K | 0.00% | +204+55.3% | Added |
| Armstrong Advisory Group, Inc | 571 | $117.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 600 | $122.9K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 617 | $126.0K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 620 | $127.0K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 640 | $131.1K | 0.00% | −863−57.4% | Reduced |
| Brown Brothers Harriman & Co | 659 | $135.0K | 0.00% | −19−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 662 | $136.1K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 675 | $138.3K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 700 | $143.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 717 | $146.9K | 0.01% | +517+258.5% | Added |
| LGT Financial Advisors LLC | 757 | $155.0K | 0.18% | −604−44.4% | Reduced |
| Toth Financial Advisory Corp | 770 | $157.7K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 772 | $158.2K | 0.00% | +772 | New |
| Parallel Advisors, LLC | 775 | $158.7K | 0.00% | +21+2.8% | Added |
| First Horizon Advisors, Inc. | 793 | $162.5K | 0.01% | −19−2.3% | Reduced |
| Aquatic Capital Management LLC | 800 | $163.9K | 0.01% | −3,000−78.9% | Reduced |
| Umb Bank N A | 830 | $170.0K | 0.00% | −77−8.5% | Reduced |
| Trust Co of Vermont | 839 | $171.9K | 0.01% | +789+1,578.0% | Added |
| GAMMA Investing LLC | 859 | $176.0K | 0.04% | +120+16.2% | Added |
| Capstone Investment Advisors, LLC | 872 | $178.6K | 0.00% | −2,198−71.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $180.7K | 0.00% | +882 | New |
| Colonial Trust Co | 957 | $196.1K | 0.04% | 00.0% | Unchanged |
| Hyman Charles D | 977 | $200.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 980 | $200.8K | 0.12% | −89−8.3% | Reduced |
| Boothbay Fund Management, LLC | 982 | $201.2K | 0.01% | +982 | New |
| Symphony Financial, Ltd. Co. | 983 | $201.4K | 0.05% | +983 | New |
| Balentine LLC | 993 | $203.4K | 0.01% | +15+1.5% | Added |
| Cross Staff Investments Inc | 1,000 | $204.9K | 0.17% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $204.9K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,000 | $204.9K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,006 | $206.1K | 0.02% | +2+0.2% | Added |
| Ledyard National Bank | 1,008 | $206.5K | 0.02% | −180−15.2% | Reduced |
| Moseley Investment Management Inc | 1,010 | $206.9K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,028 | $210.6K | 0.08% | −5−0.5% | Reduced |
| David Loasby | 1,019 | $211.2K | 0.02% | −121−10.6% | Reduced |
| Oarsman Capital, Inc. | 1,031 | $211.2K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 1,038 | $212.6K | 0.00% | +1,038 | New |
| RDA Financial Network | 1,042 | $213.5K | 0.07% | −40−3.7% | Reduced |
| Clark Capital Management Group, Inc. | 1,048 | $214.7K | 0.00% | −94−8.2% | Reduced |
| Patron Partners Advisors, LLC | 1,050 | $215.1K | 0.13% | −54−4.9% | Reduced |