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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
Accredited Investors Inc.3,571$731.6K0.05%00.0%Unchanged
Tributary Capital Management, LLC3,499$716.8K0.06%−873−20.0%Reduced
Davy Global Fund Management Ltd3,476$712.1K0.08%−120−3.3%Reduced
MGB Wealth Management, LLC3,455$707.6K0.29%+320+10.2%Added
Wellington Management Group LLP3,450$706.8K0.00%+1,166+51.1%Added
Quadrant Capital Group LLC3,422$701.1K0.06%−195−5.4%Reduced
OmniStar Financial Group, Inc.3,416$699.8K0.64%+3,416New
Lombard Odier Asset Management (USA) Corp3,415$699.6K0.10%+3,415New
Cipher Capital LP3,403$697.1K0.32%+3,403New
SpiderRock Advisors, LLC3,439$686.0K0.02%+3,439New
ABLE Financial Group, LLC3,335$683.2K0.27%−795−19.2%Reduced
Ashton Thomas Private Wealth, LLC3,301$676.2K0.04%+309+10.3%Added
Delta Financial Group, Inc.3,295$675.0K0.20%00.0%Unchanged
D.B. Root & Company, LLC3,233$662.3K0.22%00.0%Unchanged
Atria Wealth Solutions, Inc.3,216$661.2K0.01%−318−9.0%Reduced
Mitchell McLeod Pugh & Williams Inc3,206$656.8K0.16%00.0%Unchanged
Mission Wealth Management, LP3,203$656.1K0.02%−34−1.1%Reduced
Ieq Capital, LLC3,175$650.3K0.01%+205+6.9%Added
Gateway Advisory, LLC3,166$648.6K0.11%00.0%Unchanged
Fulton Bank, N.A.3,165$648.4K0.03%+11+0.3%Added
Resources Investment Advisors, LLC.3,142$643.6K0.01%+24+0.8%Added
Veriti Management LLC3,130$641.1K0.05%+196+6.7%Added
Quantbot Technologies LP3,129$641.0K0.04%+3,129New
Smallwood Wealth Investment Management, LLC3,114$638.0K0.49%+3,114New
Jefferies Financial Group Inc.3,058$626.5K0.01%−970−24.1%Reduced
Kidder Stephen W3,050$624.8K0.20%00.0%Unchanged
Dividend Assets Capital, LLC3,047$624.0K0.13%00.0%Unchanged
Jacobi Capital Management LLC3,025$619.6K0.06%+753+33.1%Added
Forza Wealth Management, LLC3,000$614.6K0.32%−150−4.8%Reduced
Guggenheim Capital LLC2,979$610.3K0.00%+98+3.4%Added
PFG Investments, LLC2,975$609.4K0.04%+2,975New
Bradley Foster & Sargent Inc2,968$608.0K0.01%+24+0.8%Added
Albion Financial Group2,960$606.4K0.05%+70+2.4%Added
Cary Street Partner Investment Advisory LLC2,946$603.6K0.03%+179+6.5%Added
Beaumont Financial Advisors, LLC2,928$599.8K0.05%00.0%Unchanged
Sompo Asset Management Co., Ltd.2,920$598.2K0.10%−470−13.9%Reduced
Plato Investment Management Ltd2,879$589.8K0.06%+2,879New
ISAM Funds (UK) Ltd2,872$588.4K0.34%+2,872New
Pitcairn Co2,785$570.5K0.04%+20+0.7%Added
Wambolt & Associates, LLC2,806$570.3K0.17%−2,503−47.1%Reduced
Old National Bancorp2,769$567.3K0.01%−179−6.1%Reduced
TD Private Client Wealth LLC2,730$559.3K0.02%−615−18.4%Reduced
Chicago Trust Co NA2,728$558.9K0.12%00.0%Unchanged
Simmons Bank2,692$551.5K0.04%−84−3.0%Reduced
WealthTrust Axiom LLC2,681$549.2K0.18%00.0%Unchanged
Argent Trust Co2,653$543.5K0.02%+247+10.3%Added
Ami Asset Management Corp2,639$540.6K0.03%−99−3.6%Reduced
Wolverine Trading, LLC2,604$533.5K0.01%+1,106+73.8%Added
Alberta Investment Management Corp2,600$532.6K0.01%00.0%Unchanged
Everence Capital Management Inc2,596$532.0K0.04%00.0%Unchanged
NEOS Investment Management LLC2,582$528.9K0.03%+912+54.6%Added
Kinneret Advisory, LLC2,571$528.8K0.05%−8−0.3%Reduced
Public Sector Pension Investment Board2,580$528.5K0.00%−100−3.7%Reduced
Harbor Capital Advisors, Inc.2,560$524.0K0.07%+2,560New
Shufro Rose & Co LLC2,500$512.1K0.04%00.0%Unchanged
United Capital Financial Advisers, LLC2,479$507.8K0.00%+149+6.4%Added
iA Global Asset Management Inc.2,435$499.0K0.01%+845+53.1%Added
Marshall Wace, LLP2,400$491.7K0.00%+1,250+108.7%Added
Samalin Investment Counsel, LLC2,380$487.6K0.23%−691−22.5%Reduced
Vestcor Inc2,363$484.0K0.02%−21−0.9%Reduced
SeaBridge Investment Advisors LLC2,344$480.2K0.13%00.0%Unchanged
Procyon Private Wealth Partners, LLC2,332$477.7K0.04%+13+0.6%Added
Voya Financial Advisors, Inc.2,340$477.0K0.05%−98−4.0%Reduced
V-Square Quantitative Management LLC2,319$475.1K0.08%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC2,313$473.8K0.08%+260+12.7%Added
Plante Moran Financial Advisors, LLC2,301$471.5K0.05%+125+5.7%Added
Wetherby Asset Management Inc2,301$471.4K0.02%−116−4.8%Reduced
Meeder Advisory Services, Inc.2,288$468.8K0.05%+35+1.6%Added
Ellevest, Inc.2,286$468.3K0.03%+30+1.3%Added
Hall Laurie J Trustee2,250$461.0K0.16%00.0%Unchanged
Exchange Bank2,250$460.9K0.38%−16−0.7%Reduced
Segment Wealth Management, LLC2,244$459.7K0.03%00.0%Unchanged
Citizens Financial Group Inc2,232$457.2K0.02%−111−4.7%Reduced
Resources Management Corp2,229$457.0K0.07%+184+9.0%Added
Schonfeld Strategic Advisors LLC2,210$452.7K0.00%−2,233−50.3%Reduced
LVW Advisors, LLC2,207$452.1K0.08%+948+75.3%Added
Natixis2,203$451.3K0.00%+2,181+9,913.6%Added
Mather Group, LLC.2,172$446.8K0.01%−600−21.6%Reduced
Huntington National Bank2,174$445.4K0.00%−483−18.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,163$443.1K0.00%+2,163New
Savant Capital, LLC2,160$442.4K0.01%+33+1.6%Added
Heritage Wealth Advisors2,130$436.4K0.02%−126−5.6%Reduced
Brighton Jones LLC2,121$434.6K0.02%+388+22.4%Added
Central Pacific Bank - Trust Division2,127$432.3K0.05%+2,127New
Wiley Bros.-Aintree Capital, LLC2,043$424.9K0.06%+2,043New
Aberdeen Wealth Management LLC2,069$423.9K0.25%00.0%Unchanged
Tobam2,066$423.0K0.04%+1,488+257.4%Added
Moody Aldrich Partners LLC2,064$422.8K0.07%−12−0.6%Reduced
Spire Wealth Management2,050$420.0K0.01%−51−2.4%Reduced
LifePro Asset Management2,040$417.9K0.28%00.0%Unchanged
Foguth Wealth Management, LLC.2,035$416.9K0.22%+2,035New
Ifrah Financial Services, Inc.2,014$412.6K0.12%−4−0.2%Reduced
Stock Yards Bank & Trust Co2,004$410.5K0.01%−21−1.0%Reduced
Benchmark Investment Advisors LLC2,000$409.7K0.32%00.0%Unchanged
Ci Investments Inc.1,984$406.0K0.00%+299+17.7%Added
Everpar Advisors LLC1,978$405.2K0.25%−1,293−39.5%Reduced
Signaturefd, LLC1,970$403.6K0.01%+374+23.4%Added
Court Place Advisors, LLC1,952$399.9K0.13%−474−19.5%Reduced
Profund Advisors LLC1,943$398.0K0.02%+395+25.5%Added
Investment Management Corp of Ontario1,929$395.2K0.01%−800−29.3%Reduced