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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
Astoria Portfolio Advisors LLC.1,101$215.5K0.08%+11+1.0%Added
Pavion Blue Capital, LLC1,053$215.7K0.11%00.0%Unchanged
Oak Thistle LLC1,053$215.7K0.19%+1,053New
Fiduciary Planning LLC1,053$215.8K0.08%−19−1.8%Reduced
Allworth Financial LP1,055$216.1K0.00%+494+88.1%Added
Verition Fund Management LLC1,062$217.6K0.00%+1,062New
Prime Capital Investment Advisors, LLC1,071$219.4K0.00%+52+5.1%Added
First Manhattan Co1,077$220.6K0.00%00.0%Unchanged
Cedar Brook Financial Partners, LLC1,081$221.5K0.04%−12−1.1%Reduced
Perigon Wealth Management, LLC1,093$223.9K0.01%+1,093New
Dorsey & Whitney Trust CO LLC1,094$224.1K0.02%+4+0.4%Added
Claro Advisors LLC1,095$224.4K0.04%+10+0.9%Added
CTC Alternative Strategies, Ltd.1,098$224.9K0.14%+1,098New
Claret Asset Management Corp1,100$225.0K0.04%−66−5.7%Reduced
Inscription Capital, LLC1,100$225.3K0.04%+1,100New
Penobscot Investment Management Company, Inc.1,102$225.8K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.1,104$226.2K0.02%−120−9.8%Reduced
Twinbeech Capital LP1,106$226.6K0.00%+1,106New
Nilsine Partners, LLC1,117$228.8K0.03%−474−29.8%Reduced
Davies Financial Advisors, Inc.1,119$229.2K0.23%+1,119New
Park National Corp1,132$231.9K0.01%00.0%Unchanged
Courier Capital LLC1,139$233.3K0.02%00.0%Unchanged
Seaside Wealth Management, Inc.1,141$233.7K0.10%+5+0.4%Added
Silver Oak Securities, Inc1,155$236.6K0.04%+56+5.1%Added
MCF Advisors LLC1,153$236.8K0.02%+1+0.1%Added
Key Financial Inc1,156$236.8K0.06%00.0%Unchanged
Phillips Wealth Planners LLC1,237$239.5K0.28%−22−1.7%Reduced
Jacobsen Capital Management1,172$240.1K0.11%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC1,193$242.5K0.14%+51+4.5%Added
Personal Cfo Solutions, LLC1,198$245.6K0.04%−19−1.6%Reduced
Hudson Capital Management LLC1,200$245.8K0.08%−100−7.7%Reduced
Enterprise Bank & Trust Co1,201$246.0K0.08%00.0%Unchanged
Wedbush Securities Inc1,204$247.0K0.01%+1,204New
Choate Investment Advisors1,212$248.3K0.01%+21+1.8%Added
River Wealth Advisors LLC1,215$248.9K0.04%−115−8.6%Reduced
Clarius Group, LLC1,216$249.1K0.02%−194−13.8%Reduced
Belpointe Asset Management LLC1,218$249.7K0.02%+1,218New
Harvest Fund Management Co., Ltd1,232$252.0K0.02%−389−24.0%Reduced
Ewa, LLC1,288$252.0K0.11%−52−3.9%Reduced
Rehmann Capital Advisory Group1,230$252.1K0.02%+10+0.8%Added
Brookstone Capital Management1,234$252.8K0.00%+1,234New
TrueWealth Advisors, LLC1,236$253.2K0.10%−606−32.9%Reduced
Harvey Investment Co LLC1,238$254.0K0.03%00.0%Unchanged
Cigna Investments Inc1,248$255.0K0.05%00.0%Unchanged
Venturi Wealth Management, LLC1,247$255.5K0.02%+147+13.4%Added
XTX Topco Ltd1,255$257.1K0.03%+33+2.7%Added
Pinnacle Wealth Planning Services, Inc.1,264$258.9K0.04%+14+1.1%Added
Headlands Technologies LLC1,269$260.0K0.06%+1,269New
Mutual Advisors, LLC1,278$261.8K0.01%+57+4.7%Added
Foundations Investment Advisors, LLC1,279$262.1K0.01%−28−2.1%Reduced
CWS Financial Advisors, LLC1,286$263.4K0.11%−3,626−73.8%Reduced
Souders Financial Advisors1,301$266.5K0.04%−85−6.1%Reduced
Traphagen Investment Advisors LLC1,326$271.7K0.03%+72+5.7%Added
Marietta Investment Partners LLC1,330$272.5K0.06%+1,330New
MBB Public Markets I LLC1,331$272.7K0.02%+1,331New
Capital Investment Counsel, Inc1,352$277.0K0.05%00.0%Unchanged
Atlas Brown,Inc.1,353$277.2K0.10%+1+0.1%Added
Mount Yale Investment Advisors, LLC1,364$279.4K0.02%−68−4.7%Reduced
Apella Capital, LLC1,350$279.8K0.01%00.0%Unchanged
Wedmont Private Capital1,353$280.4K0.02%+68+5.3%Added
Davenport & Co LLC1,374$281.5K0.00%00.0%Unchanged
Aull & Monroe Investment Management Corp1,376$281.9K0.13%−16−1.1%Reduced
Stephens Inc1,385$283.7K0.00%+59+4.4%Added
CX Institutional1,388$284.3K0.01%+6+0.4%Added
Advisors Capital Management, LLC1,397$286.0K0.01%+10+0.7%Added
Norden Group LLC1,397$286.3K0.06%+1,397New
Operose Advisors LLC1,400$286.8K0.10%00.0%Unchanged
Park Place Capital Corp1,405$287.8K0.10%+907+182.1%Added
Evercore Wealth Management, LLC1,432$293.4K0.00%−59−4.0%Reduced
GPS Wealth Strategies Group, LLC1,458$298.6K0.05%+69+5.0%Added
Unique Wealth, LLC1,461$299.3K0.08%+205+16.3%Added
BSW Wealth Partners1,479$302.9K0.05%+1,479New
Cadent Capital Advisors, LLC1,480$303.2K0.12%00.0%Unchanged
Argonautica Private Wealth Management, Inc1,484$304.0K0.11%−168−10.2%Reduced
Washington Trust Advisors, Inc.1,486$304.4K0.03%00.0%Unchanged
Sound View Wealth Advisors Group, LLC1,500$307.3K0.03%−5−0.3%Reduced
Buckingham Capital Management, Inc.1,500$307.3K0.04%00.0%Unchanged
Shore Point Advisors, LLC1,504$308.1K0.18%−373−19.9%Reduced
Rockland Trust Co1,512$309.7K0.02%00.0%Unchanged
Sigma Planning Corp1,515$310.5K0.01%+390+34.7%Added
Compass Ion Advisors, LLC1,524$312.2K0.04%−1,424−48.3%Reduced
RMB Capital Management, LLC1,528$313.0K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,532$313.9K0.01%−88−5.4%Reduced
Moneta Group Investment Advisors LLC1,538$315.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC1,540$315.5K0.03%00.0%Unchanged
Main Street Financial Solutions, LLC1,544$316.3K0.03%−133−7.9%Reduced
Change Path, LLC1,549$317.0K0.01%+279+22.0%Added
Keystone Financial Services1,554$318.4K0.14%−67−4.1%Reduced
Optas, LLC1,556$318.8K0.09%−9−0.6%Reduced
Carolinas Wealth Consulting LLC1,556$320.1K0.06%+1+0.1%Added
Ballentine Partners, LLC1,572$322.0K0.01%+77+5.2%Added
Texas Capital Bank Wealth Management Services Inc1,581$323.9K0.04%+55+3.6%Added
QSV Equity Investors LLC1,588$325.3K0.31%−1,078−40.4%Reduced
Mystic Asset Management, Inc.1,590$325.7K0.13%−10−0.6%Reduced
Seeds Investor LLC1,591$326.0K0.30%−812−33.8%Reduced
Cynosure Management, LLC1,599$327.6K0.06%−18,754−92.1%Reduced
Arcadia Investment Management Corp1,600$327.8K0.06%00.0%Unchanged
Arrow Investment Advisors, LLC1,603$328.4K0.28%+1,603New
Prestige Wealth Management Group LLC1,600$329.1K0.07%−22−1.4%Reduced
Stonehearth Capital Management, LLC1,615$330.8K0.15%00.0%Unchanged