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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
Nixon Peabody Trust Co1,928$395.0K0.04%+428+28.5%Added
Spotlight Asset Group, Inc.1,923$393.9K0.28%+824+75.0%Added
Empowered Funds, LLC1,922$393.7K0.01%+470+32.4%Added
Wealth Alliance1,913$391.9K0.05%−222−10.4%Reduced
Snowden Capital Advisors LLC1,868$384.1K0.01%+197+11.8%Added
Meiji Yasuda Asset Management Co Ltd.1,874$383.9K0.02%−2,096−52.8%Reduced
NorthRock Partners, LLC1,856$381.7K0.01%+38+2.1%Added
1858 Wealth Management, LLC1,835$377.6K0.36%00.0%Unchanged
Vident Advisory, LLC1,834$375.7K0.01%+290+18.8%Added
Avestar Capital, LLC1,824$375.2K0.04%−261−12.5%Reduced
Marco Investment Management LLC1,800$368.7K0.03%00.0%Unchanged
Cambridge Trust Co1,798$368.3K0.01%−485−21.2%Reduced
Central Trust Co1,792$367.1K0.01%+36+2.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,790$366.7K0.01%−82−4.4%Reduced
First Heartland Consultants, Inc.1,755$360.0K0.04%+514+41.4%Added
Ascent Wealth Partners, LLC1,751$358.7K0.05%−25−1.4%Reduced
Private Trust Co NA1,744$357.3K0.04%+114+7.0%Added
Vista Wealth Management Group, LLC1,736$355.6K0.03%00.0%Unchanged
Campion Asset Management LLC1,735$355.4K0.27%00.0%Unchanged
CAPROCK Group, Inc.1,727$355.3K0.02%−355−17.1%Reduced
First Affirmative Financial Network1,728$354.0K0.26%+72+4.3%Added
HB Wealth Management, LLC1,714$351.3K0.00%+73+4.4%Added
Alps Advisors Inc1,713$350.9K0.00%+23+1.4%Added
Qtron Investments LLC1,701$348.5K0.05%00.0%Unchanged
Global Retirement Partners, LLC1,700$348.2K0.01%−171−9.1%Reduced
Eagle Bay Advisors LLC1,684$346.3K0.22%−103−5.8%Reduced
Baker Avenue Asset Management, LP1,689$346.0K0.01%−10−0.6%Reduced
We Are One Seven, LLC1,684$345.0K0.02%−4−0.2%Reduced
American National Bank1,676$343.3K0.05%+1,676New
Eqis Capital Management, Inc.1,675$343.1K0.03%−474−22.1%Reduced
Dynamic Advisor Solutions LLC1,674$343.0K0.01%+24+1.5%Added
Grey Street Capital, LLC1,660$341.4K0.05%+1,660New
Radnor Capital Management, LLC1,652$338.0K0.06%−640−27.9%Reduced
Horizon Investments, LLC1,648$337.6K0.01%−101−5.8%Reduced
Portside Wealth Group, LLC1,639$335.8K0.06%+127+8.4%Added
Engineers Gate Manager LP1,633$334.5K0.01%+1,633New
MONECO Advisors, LLC1,629$333.7K0.05%+429+35.8%Added
Empire Financial Management Company, LLC1,624$332.8K0.11%00.0%Unchanged
Tectonic Advisors LLC1,623$332.5K0.03%+132+8.9%Added
Vivaldi Capital Management, LLC1,698$332.3K0.10%−26−1.5%Reduced
Stonehearth Capital Management, LLC1,615$330.8K0.15%00.0%Unchanged
Prestige Wealth Management Group LLC1,600$329.1K0.07%−22−1.4%Reduced
Arrow Investment Advisors, LLC1,603$328.4K0.28%+1,603New
Arcadia Investment Management Corp1,600$327.8K0.06%00.0%Unchanged
Cynosure Management, LLC1,599$327.6K0.06%−18,754−92.1%Reduced
Seeds Investor LLC1,591$326.0K0.30%−812−33.8%Reduced
Mystic Asset Management, Inc.1,590$325.7K0.13%−10−0.6%Reduced
QSV Equity Investors LLC1,588$325.3K0.31%−1,078−40.4%Reduced
Texas Capital Bank Wealth Management Services Inc1,581$323.9K0.04%+55+3.6%Added
Ballentine Partners, LLC1,572$322.0K0.01%+77+5.2%Added
Carolinas Wealth Consulting LLC1,556$320.1K0.06%+1+0.1%Added
Optas, LLC1,556$318.8K0.09%−9−0.6%Reduced
Keystone Financial Services1,554$318.4K0.14%−67−4.1%Reduced
Change Path, LLC1,549$317.0K0.01%+279+22.0%Added
Main Street Financial Solutions, LLC1,544$316.3K0.03%−133−7.9%Reduced
Anchor Investment Management, LLC1,540$315.5K0.03%00.0%Unchanged
Moneta Group Investment Advisors LLC1,538$315.1K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,532$313.9K0.01%−88−5.4%Reduced
RMB Capital Management, LLC1,528$313.0K0.01%00.0%Unchanged
Compass Ion Advisors, LLC1,524$312.2K0.04%−1,424−48.3%Reduced
Sigma Planning Corp1,515$310.5K0.01%+390+34.7%Added
Rockland Trust Co1,512$309.7K0.02%00.0%Unchanged
Shore Point Advisors, LLC1,504$308.1K0.18%−373−19.9%Reduced
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
Washington Trust Advisors, Inc.1,486$304.4K0.03%00.0%Unchanged
Argonautica Private Wealth Management, Inc1,484$304.0K0.11%−168−10.2%Reduced
Cadent Capital Advisors, LLC1,480$303.2K0.12%00.0%Unchanged
BSW Wealth Partners1,479$302.9K0.05%+1,479New
Unique Wealth, LLC1,461$299.3K0.08%+205+16.3%Added
GPS Wealth Strategies Group, LLC1,458$298.6K0.05%+69+5.0%Added
Evercore Wealth Management, LLC1,432$293.4K0.00%−59−4.0%Reduced
Park Place Capital Corp1,405$287.8K0.10%+907+182.1%Added
Operose Advisors LLC1,400$286.8K0.10%00.0%Unchanged
Norden Group LLC1,397$286.3K0.06%+1,397New
Advisors Capital Management, LLC1,397$286.0K0.01%+10+0.7%Added
CX Institutional1,388$284.3K0.01%+6+0.4%Added
Stephens Inc1,385$283.7K0.00%+59+4.4%Added
Aull & Monroe Investment Management Corp1,376$281.9K0.13%−16−1.1%Reduced
Davenport & Co LLC1,374$281.5K0.00%00.0%Unchanged
Wedmont Private Capital1,353$280.4K0.02%+68+5.3%Added
Apella Capital, LLC1,350$279.8K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC1,364$279.4K0.02%−68−4.7%Reduced
Atlas Brown,Inc.1,353$277.2K0.10%+1+0.1%Added
Capital Investment Counsel, Inc1,352$277.0K0.05%00.0%Unchanged
MBB Public Markets I LLC1,331$272.7K0.02%+1,331New
Marietta Investment Partners LLC1,330$272.5K0.06%+1,330New
Traphagen Investment Advisors LLC1,326$271.7K0.03%+72+5.7%Added
Souders Financial Advisors1,301$266.5K0.04%−85−6.1%Reduced
CWS Financial Advisors, LLC1,286$263.4K0.11%−3,626−73.8%Reduced
Foundations Investment Advisors, LLC1,279$262.1K0.01%−28−2.1%Reduced
Mutual Advisors, LLC1,278$261.8K0.01%+57+4.7%Added
Headlands Technologies LLC1,269$260.0K0.06%+1,269New
Pinnacle Wealth Planning Services, Inc.1,264$258.9K0.04%+14+1.1%Added
XTX Topco Ltd1,255$257.1K0.03%+33+2.7%Added
Venturi Wealth Management, LLC1,247$255.5K0.02%+147+13.4%Added
Cigna Investments Inc1,248$255.0K0.05%00.0%Unchanged
Harvey Investment Co LLC1,238$254.0K0.03%00.0%Unchanged
TrueWealth Advisors, LLC1,236$253.2K0.10%−606−32.9%Reduced
Brookstone Capital Management1,234$252.8K0.00%+1,234New