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 |
|---|---|---|---|---|---|
| Vivaldi Capital Management, LLC | 1,698 | $332.3K | 0.10% | −26−1.5% | Reduced |
| Tectonic Advisors LLC | 1,623 | $332.5K | 0.03% | +132+8.9% | Added |
| Empire Financial Management Company, LLC | 1,624 | $332.8K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,629 | $333.7K | 0.05% | +429+35.8% | Added |
| Engineers Gate Manager LP | 1,633 | $334.5K | 0.01% | +1,633 | New |
| Portside Wealth Group, LLC | 1,639 | $335.8K | 0.06% | +127+8.4% | Added |
| Horizon Investments, LLC | 1,648 | $337.6K | 0.01% | −101−5.8% | Reduced |
| Radnor Capital Management, LLC | 1,652 | $338.0K | 0.06% | −640−27.9% | Reduced |
| Grey Street Capital, LLC | 1,660 | $341.4K | 0.05% | +1,660 | New |
| Dynamic Advisor Solutions LLC | 1,674 | $343.0K | 0.01% | +24+1.5% | Added |
| Eqis Capital Management, Inc. | 1,675 | $343.1K | 0.03% | −474−22.1% | Reduced |
| American National Bank | 1,676 | $343.3K | 0.05% | +1,676 | New |
| We Are One Seven, LLC | 1,684 | $345.0K | 0.02% | −4−0.2% | Reduced |
| Baker Avenue Asset Management, LP | 1,689 | $346.0K | 0.01% | −10−0.6% | Reduced |
| Eagle Bay Advisors LLC | 1,684 | $346.3K | 0.22% | −103−5.8% | Reduced |
| Global Retirement Partners, LLC | 1,700 | $348.2K | 0.01% | −171−9.1% | Reduced |
| Qtron Investments LLC | 1,701 | $348.5K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,713 | $350.9K | 0.00% | +23+1.4% | Added |
| HB Wealth Management, LLC | 1,714 | $351.3K | 0.00% | +73+4.4% | Added |
| First Affirmative Financial Network | 1,728 | $354.0K | 0.26% | +72+4.3% | Added |
| CAPROCK Group, Inc. | 1,727 | $355.3K | 0.02% | −355−17.1% | Reduced |
| Campion Asset Management LLC | 1,735 | $355.4K | 0.27% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,736 | $355.6K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,744 | $357.3K | 0.04% | +114+7.0% | Added |
| Ascent Wealth Partners, LLC | 1,751 | $358.7K | 0.05% | −25−1.4% | Reduced |
| First Heartland Consultants, Inc. | 1,755 | $360.0K | 0.04% | +514+41.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,790 | $366.7K | 0.01% | −82−4.4% | Reduced |
| Central Trust Co | 1,792 | $367.1K | 0.01% | +36+2.1% | Added |
| Cambridge Trust Co | 1,798 | $368.3K | 0.01% | −485−21.2% | Reduced |
| Marco Investment Management LLC | 1,800 | $368.7K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,824 | $375.2K | 0.04% | −261−12.5% | Reduced |
| Vident Advisory, LLC | 1,834 | $375.7K | 0.01% | +290+18.8% | Added |
| 1858 Wealth Management, LLC | 1,835 | $377.6K | 0.36% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,856 | $381.7K | 0.01% | +38+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,874 | $383.9K | 0.02% | −2,096−52.8% | Reduced |
| Snowden Capital Advisors LLC | 1,868 | $384.1K | 0.01% | +197+11.8% | Added |
| Wealth Alliance | 1,913 | $391.9K | 0.05% | −222−10.4% | Reduced |
| Empowered Funds, LLC | 1,922 | $393.7K | 0.01% | +470+32.4% | Added |
| Spotlight Asset Group, Inc. | 1,923 | $393.9K | 0.28% | +824+75.0% | Added |
| Nixon Peabody Trust Co | 1,928 | $395.0K | 0.04% | +428+28.5% | Added |
| Investment Management Corp of Ontario | 1,929 | $395.2K | 0.01% | −800−29.3% | Reduced |
| Profund Advisors LLC | 1,943 | $398.0K | 0.02% | +395+25.5% | Added |
| Court Place Advisors, LLC | 1,952 | $399.9K | 0.13% | −474−19.5% | Reduced |
| Signaturefd, LLC | 1,970 | $403.6K | 0.01% | +374+23.4% | Added |
| Everpar Advisors LLC | 1,978 | $405.2K | 0.25% | −1,293−39.5% | Reduced |
| Ci Investments Inc. | 1,984 | $406.0K | 0.00% | +299+17.7% | Added |
| Benchmark Investment Advisors LLC | 2,000 | $409.7K | 0.32% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,004 | $410.5K | 0.01% | −21−1.0% | Reduced |
| Ifrah Financial Services, Inc. | 2,014 | $412.6K | 0.12% | −4−0.2% | Reduced |
| Foguth Wealth Management, LLC. | 2,035 | $416.9K | 0.22% | +2,035 | New |
| LifePro Asset Management | 2,040 | $417.9K | 0.28% | 00.0% | Unchanged |
| Spire Wealth Management | 2,050 | $420.0K | 0.01% | −51−2.4% | Reduced |
| Moody Aldrich Partners LLC | 2,064 | $422.8K | 0.07% | −12−0.6% | Reduced |
| Tobam | 2,066 | $423.0K | 0.04% | +1,488+257.4% | Added |
| Aberdeen Wealth Management LLC | 2,069 | $423.9K | 0.25% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,043 | $424.9K | 0.06% | +2,043 | New |
| Central Pacific Bank - Trust Division | 2,127 | $432.3K | 0.05% | +2,127 | New |
| Brighton Jones LLC | 2,121 | $434.6K | 0.02% | +388+22.4% | Added |
| Heritage Wealth Advisors | 2,130 | $436.4K | 0.02% | −126−5.6% | Reduced |
| Savant Capital, LLC | 2,160 | $442.4K | 0.01% | +33+1.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,163 | $443.1K | 0.00% | +2,163 | New |
| Huntington National Bank | 2,174 | $445.4K | 0.00% | −483−18.2% | Reduced |
| Mather Group, LLC. | 2,172 | $446.8K | 0.01% | −600−21.6% | Reduced |
| Natixis | 2,203 | $451.3K | 0.00% | +2,181+9,913.6% | Added |
| LVW Advisors, LLC | 2,207 | $452.1K | 0.08% | +948+75.3% | Added |
| Schonfeld Strategic Advisors LLC | 2,210 | $452.7K | 0.00% | −2,233−50.3% | Reduced |
| Resources Management Corp | 2,229 | $457.0K | 0.07% | +184+9.0% | Added |
| Citizens Financial Group Inc | 2,232 | $457.2K | 0.02% | −111−4.7% | Reduced |
| Segment Wealth Management, LLC | 2,244 | $459.7K | 0.03% | 00.0% | Unchanged |
| Exchange Bank | 2,250 | $460.9K | 0.38% | −16−0.7% | Reduced |
| Hall Laurie J Trustee | 2,250 | $461.0K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,286 | $468.3K | 0.03% | +30+1.3% | Added |
| Meeder Advisory Services, Inc. | 2,288 | $468.8K | 0.05% | +35+1.6% | Added |
| Wetherby Asset Management Inc | 2,301 | $471.4K | 0.02% | −116−4.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,301 | $471.5K | 0.05% | +125+5.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,313 | $473.8K | 0.08% | +260+12.7% | Added |
| V-Square Quantitative Management LLC | 2,319 | $475.1K | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,340 | $477.0K | 0.05% | −98−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,332 | $477.7K | 0.04% | +13+0.6% | Added |
| SeaBridge Investment Advisors LLC | 2,344 | $480.2K | 0.13% | 00.0% | Unchanged |
| Vestcor Inc | 2,363 | $484.0K | 0.02% | −21−0.9% | Reduced |
| Samalin Investment Counsel, LLC | 2,380 | $487.6K | 0.23% | −691−22.5% | Reduced |
| Marshall Wace, LLP | 2,400 | $491.7K | 0.00% | +1,250+108.7% | Added |
| iA Global Asset Management Inc. | 2,435 | $499.0K | 0.01% | +845+53.1% | Added |
| United Capital Financial Advisers, LLC | 2,479 | $507.8K | 0.00% | +149+6.4% | Added |
| Shufro Rose & Co LLC | 2,500 | $512.1K | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,560 | $524.0K | 0.07% | +2,560 | New |
| Public Sector Pension Investment Board | 2,580 | $528.5K | 0.00% | −100−3.7% | Reduced |
| Kinneret Advisory, LLC | 2,571 | $528.8K | 0.05% | −8−0.3% | Reduced |
| NEOS Investment Management LLC | 2,582 | $528.9K | 0.03% | +912+54.6% | Added |
| Everence Capital Management Inc | 2,596 | $532.0K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,600 | $532.6K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,604 | $533.5K | 0.01% | +1,106+73.8% | Added |
| Ami Asset Management Corp | 2,639 | $540.6K | 0.03% | −99−3.6% | Reduced |
| Argent Trust Co | 2,653 | $543.5K | 0.02% | +247+10.3% | Added |
| WealthTrust Axiom LLC | 2,681 | $549.2K | 0.18% | 00.0% | Unchanged |
| Simmons Bank | 2,692 | $551.5K | 0.04% | −84−3.0% | Reduced |
| Chicago Trust Co NA | 2,728 | $558.9K | 0.12% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,730 | $559.3K | 0.02% | −615−18.4% | Reduced |
| Old National Bancorp | 2,769 | $567.3K | 0.01% | −179−6.1% | Reduced |