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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 2,806 | $570.3K | 0.17% | −2,503−47.1% | Reduced |
| Pitcairn Co | 2,785 | $570.5K | 0.04% | +20+0.7% | Added |
| ISAM Funds (UK) Ltd | 2,872 | $588.4K | 0.34% | +2,872 | New |
| Plato Investment Management Ltd | 2,879 | $589.8K | 0.06% | +2,879 | New |
| Sompo Asset Management Co., Ltd. | 2,920 | $598.2K | 0.10% | −470−13.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,928 | $599.8K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,946 | $603.6K | 0.03% | +179+6.5% | Added |
| Albion Financial Group | 2,960 | $606.4K | 0.05% | +70+2.4% | Added |
| Bradley Foster & Sargent Inc | 2,968 | $608.0K | 0.01% | +24+0.8% | Added |
| PFG Investments, LLC | 2,975 | $609.4K | 0.04% | +2,975 | New |
| Guggenheim Capital LLC | 2,979 | $610.3K | 0.00% | +98+3.4% | Added |
| Forza Wealth Management, LLC | 3,000 | $614.6K | 0.32% | −150−4.8% | Reduced |
| Jacobi Capital Management LLC | 3,025 | $619.6K | 0.06% | +753+33.1% | Added |
| Dividend Assets Capital, LLC | 3,047 | $624.0K | 0.13% | 00.0% | Unchanged |
| Kidder Stephen W | 3,050 | $624.8K | 0.20% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,058 | $626.5K | 0.01% | −970−24.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,114 | $638.0K | 0.49% | +3,114 | New |
| Quantbot Technologies LP | 3,129 | $641.0K | 0.04% | +3,129 | New |
| Veriti Management LLC | 3,130 | $641.1K | 0.05% | +196+6.7% | Added |
| Resources Investment Advisors, LLC. | 3,142 | $643.6K | 0.01% | +24+0.8% | Added |
| Fulton Bank, N.A. | 3,165 | $648.4K | 0.03% | +11+0.3% | Added |
| Gateway Advisory, LLC | 3,166 | $648.6K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,175 | $650.3K | 0.01% | +205+6.9% | Added |
| Mission Wealth Management, LP | 3,203 | $656.1K | 0.02% | −34−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $656.8K | 0.16% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,216 | $661.2K | 0.01% | −318−9.0% | Reduced |
| D.B. Root & Company, LLC | 3,233 | $662.3K | 0.22% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,295 | $675.0K | 0.20% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,301 | $676.2K | 0.04% | +309+10.3% | Added |
| ABLE Financial Group, LLC | 3,335 | $683.2K | 0.27% | −795−19.2% | Reduced |
| SpiderRock Advisors, LLC | 3,439 | $686.0K | 0.02% | +3,439 | New |
| Cipher Capital LP | 3,403 | $697.1K | 0.32% | +3,403 | New |
| Lombard Odier Asset Management (USA) Corp | 3,415 | $699.6K | 0.10% | +3,415 | New |
| OmniStar Financial Group, Inc. | 3,416 | $699.8K | 0.64% | +3,416 | New |
| Quadrant Capital Group LLC | 3,422 | $701.1K | 0.06% | −195−5.4% | Reduced |
| Wellington Management Group LLP | 3,450 | $706.8K | 0.00% | +1,166+51.1% | Added |
| MGB Wealth Management, LLC | 3,455 | $707.6K | 0.29% | +320+10.2% | Added |
| Davy Global Fund Management Ltd | 3,476 | $712.1K | 0.08% | −120−3.3% | Reduced |
| Tributary Capital Management, LLC | 3,499 | $716.8K | 0.06% | −873−20.0% | Reduced |
| Accredited Investors Inc. | 3,571 | $731.6K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,602 | $737.0K | 0.02% | +3,602 | New |
| Eukles Asset Management | 3,637 | $745.1K | 0.32% | −10.0% | Reduced |
| Cedar Mountain Advisors, LLC | 3,673 | $752.4K | 0.19% | +2+0.1% | Added |
| CIBC World Markets Inc. | 3,686 | $755.0K | 0.00% | +167+4.7% | Added |
| Gotham Asset Management, LLC | 3,691 | $756.1K | 0.01% | +261+7.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,712 | $760.4K | 0.04% | +435+13.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,737 | $765.6K | 0.02% | +13+0.3% | Added |
| Symmetry Partners, LLC | 3,740 | $766.0K | 0.06% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,774 | $773.1K | 0.65% | +463+14.0% | Added |
| Summit Financial, LLC | 3,790 | $779.5K | 0.05% | −157−4.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,887 | $796.3K | 0.05% | −304−7.3% | Reduced |
| Crew Capital Management, Ltd. | 3,971 | $813.5K | 0.66% | +3,971 | New |
| Private Advisor Group, LLC | 3,984 | $816.2K | 0.01% | −342−7.9% | Reduced |
| Bank Ozk | 4,000 | $819.4K | 0.37% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,005 | $820.5K | 0.34% | −495−11.0% | Reduced |
| Brevan Howard Capital Management LP | 4,009 | $821.3K | 0.07% | +1,840+84.8% | Added |
| East Coast Asset Management, LLC. | 4,013 | $822.1K | 0.30% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,000 | $822.6K | 0.16% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,074 | $834.6K | 0.64% | −185−4.3% | Reduced |
| Sherbrooke Park Advisers LLC | 4,097 | $839.3K | 0.16% | +2,300+128.0% | Added |
| Norinchukin Bank, The | 4,118 | $843.6K | 0.03% | −66−1.6% | Reduced |
| Empirical Finance, LLC | 4,130 | $846.1K | 0.05% | +144+3.6% | Added |
| Teamwork Financial Advisors, LLC | 4,132 | $846.4K | 0.13% | +42+1.0% | Added |
| MorganRosel Wealth Management, LLC | 4,138 | $847.7K | 0.30% | +4,138 | New |
| TrinityPoint Wealth, LLC | 4,157 | $851.5K | 0.14% | +69+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 4,159 | $852.0K | 0.09% | +4,159 | New |
| National Asset Management, Inc. | 4,777 | $859.5K | 0.02% | +1,469+44.4% | Added |
| DT Investment Partners, LLC | 4,272 | $875.2K | 0.09% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,311 | $883.1K | 0.04% | −52−1.2% | Reduced |
| Vinva Investment Management Ltd | 4,322 | $885.4K | 0.05% | +412+10.5% | Added |
| HighPoint Advisor Group LLC | 4,478 | $886.0K | 0.06% | +15+0.3% | Added |
| NewEdge Wealth, LLC | 4,547 | $888.2K | 0.02% | +34+0.8% | Added |
| Lincoln National Corp | 4,385 | $898.3K | 0.01% | +550+14.3% | Added |
| Sepio Capital, LP | 4,396 | $900.6K | 0.08% | −643−12.8% | Reduced |
| Banque Cantonale Vaudoise | 4,449 | $911.0K | 0.04% | +4,449 | New |
| Glenmede Trust Co NA | 4,456 | $912.9K | 0.00% | +156+3.6% | Added |
| Fiduciary Trust Co | 4,470 | $915.7K | 0.01% | −146−3.2% | Reduced |
| Signal Advisors Wealth, LLC | 4,500 | $921.9K | 0.23% | +2,273+102.1% | Added |
| Strategy Asset Managers LLC | 4,504 | $922.7K | 0.20% | +2,783+161.7% | Added |
| Proequities, Inc. | 4,637 | $953.6K | 0.06% | +220+5.0% | Added |
| Martingale Asset Management L P | 4,736 | $970.2K | 0.02% | +4,736 | New |
| Metropolitan Life Insurance Co | 4,749 | $972.9K | 0.04% | −39−0.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,769 | $977.0K | 0.35% | +4,769 | New |
| Ostrum Asset Management | 4,787 | $980.7K | 0.08% | +33+0.7% | Added |
| Oppenheimer & Co Inc | 4,790 | $981.3K | 0.02% | +4,790 | New |
| Machina Capital S.A.S. | 4,910 | $1.01M | 0.53% | +4,910 | New |
| Montag & Caldwell, LLC | 4,994 | $1.02M | 0.18% | −25−0.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $1.02M | 0.16% | +5,000 | New |
| Thrivent Financial for Lutherans | 5,019 | $1.03M | 0.00% | −89−1.7% | Reduced |
| Ossiam | 5,064 | $1.04M | 0.02% | +152+3.1% | Added |
| Hilltop Holdings Inc. | 5,071 | $1.04M | 0.12% | −1,491−22.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $1.04M | 0.03% | +600+13.3% | Added |
| Prospera Financial Services Inc | 5,102 | $1.05M | 0.03% | +119+2.4% | Added |
| Johnson Investment Counsel Inc | 5,188 | $1.06M | 0.01% | +20+0.4% | Added |
| Unigestion Holding SA | 5,215 | $1.07M | 0.05% | +880+20.3% | Added |
| EFG Asset Management (Americas) Corp. | 5,260 | $1.08M | 0.33% | −1,471−21.9% | Reduced |
| Cornercap Investment Counsel Inc | 5,306 | $1.09M | 0.17% | +11+0.2% | Added |
| Hantz Financial Services, Inc. | 5,308 | $1.09M | 0.02% | −327−5.8% | Reduced |
| Beacon Pointe Advisors, LLC | 5,325 | $1.09M | 0.01% | −925−14.8% | Reduced |
| Avantax Advisory Services, Inc. | 5,350 | $1.10M | 0.01% | +38+0.7% | Added |