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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 2 sales; 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
Rehmann Capital Advisory Group1,230$252.1K0.02%+10+0.8%Added
Ewa, LLC1,288$252.0K0.11%−52−3.9%Reduced
Harvest Fund Management Co., Ltd1,232$252.0K0.02%−389−24.0%Reduced
Belpointe Asset Management LLC1,218$249.7K0.02%+1,218New
Clarius Group, LLC1,216$249.1K0.02%−194−13.8%Reduced
River Wealth Advisors LLC1,215$248.9K0.04%−115−8.6%Reduced
Choate Investment Advisors1,212$248.3K0.01%+21+1.8%Added
Wedbush Securities Inc1,204$247.0K0.01%+1,204New
Enterprise Bank & Trust Co1,201$246.0K0.08%00.0%Unchanged
Hudson Capital Management LLC1,200$245.8K0.08%−100−7.7%Reduced
Personal Cfo Solutions, LLC1,198$245.6K0.04%−19−1.6%Reduced
Hutchens & Kramer Investment Management Group, LLC1,193$242.5K0.14%+51+4.5%Added
Jacobsen Capital Management1,172$240.1K0.11%00.0%Unchanged
Phillips Wealth Planners LLC1,237$239.5K0.28%−22−1.7%Reduced
Key Financial Inc1,156$236.8K0.06%00.0%Unchanged
MCF Advisors LLC1,153$236.8K0.02%+1+0.1%Added
Silver Oak Securities, Inc1,155$236.6K0.04%+56+5.1%Added
Seaside Wealth Management, Inc.1,141$233.7K0.10%+5+0.4%Added
Courier Capital LLC1,139$233.3K0.02%00.0%Unchanged
Park National Corp1,132$231.9K0.01%00.0%Unchanged
Davies Financial Advisors, Inc.1,119$229.2K0.23%+1,119New
Nilsine Partners, LLC1,117$228.8K0.03%−474−29.8%Reduced
Twinbeech Capital LP1,106$226.6K0.00%+1,106New
SRS Capital Advisors, Inc.1,104$226.2K0.02%−120−9.8%Reduced
Penobscot Investment Management Company, Inc.1,102$225.8K0.02%00.0%Unchanged
Inscription Capital, LLC1,100$225.3K0.04%+1,100New
Claret Asset Management Corp1,100$225.0K0.04%−66−5.7%Reduced
CTC Alternative Strategies, Ltd.1,098$224.9K0.14%+1,098New
Claro Advisors LLC1,095$224.4K0.04%+10+0.9%Added
Dorsey & Whitney Trust CO LLC1,094$224.1K0.02%+4+0.4%Added
Perigon Wealth Management, LLC1,093$223.9K0.01%+1,093New
Cedar Brook Financial Partners, LLC1,081$221.5K0.04%−12−1.1%Reduced
First Manhattan Co1,077$220.6K0.00%00.0%Unchanged
Prime Capital Investment Advisors, LLC1,071$219.4K0.00%+52+5.1%Added
Verition Fund Management LLC1,062$217.6K0.00%+1,062New
Allworth Financial LP1,055$216.1K0.00%+494+88.1%Added
Fiduciary Planning LLC1,053$215.8K0.08%−19−1.8%Reduced
Pavion Blue Capital, LLC1,053$215.7K0.11%00.0%Unchanged
Oak Thistle LLC1,053$215.7K0.19%+1,053New
Astoria Portfolio Advisors LLC.1,101$215.5K0.08%+11+1.0%Added
Patron Partners Advisors, LLC1,050$215.1K0.13%−54−4.9%Reduced
Clark Capital Management Group, Inc.1,048$214.7K0.00%−94−8.2%Reduced
RDA Financial Network1,042$213.5K0.07%−40−3.7%Reduced
Keybank National Association1,038$212.6K0.00%+1,038New
Oarsman Capital, Inc.1,031$211.2K0.05%00.0%Unchanged
David Loasby1,019$211.2K0.02%−121−10.6%Reduced
Allred Capital Management, LLC1,028$210.6K0.08%−5−0.5%Reduced
Moseley Investment Management Inc1,010$206.9K0.10%00.0%Unchanged
Ledyard National Bank1,008$206.5K0.02%−180−15.2%Reduced
Tradition Wealth Management, LLC1,006$206.1K0.02%+2+0.2%Added
Cross Staff Investments Inc1,000$204.9K0.17%00.0%Unchanged
Jmac Enterprises LLC1,000$204.9K0.04%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC1,000$204.9K0.18%00.0%Unchanged
Balentine LLC993$203.4K0.01%+15+1.5%Added
Symphony Financial, Ltd. Co.983$201.4K0.05%+983New
Boothbay Fund Management, LLC982$201.2K0.01%+982New
AlphaCentric Advisors LLC980$200.8K0.12%−89−8.3%Reduced
Hyman Charles D977$200.0K0.01%00.0%Unchanged
Colonial Trust Co957$196.1K0.04%00.0%Unchanged
Edmond de Rothschild Holding S.A.882$180.7K0.00%+882New
Capstone Investment Advisors, LLC872$178.6K0.00%−2,198−71.6%Reduced
GAMMA Investing LLC859$176.0K0.04%+120+16.2%Added
Trust Co of Vermont839$171.9K0.01%+789+1,578.0%Added
Umb Bank N A830$170.0K0.00%−77−8.5%Reduced
Aquatic Capital Management LLC800$163.9K0.01%−3,000−78.9%Reduced
First Horizon Advisors, Inc.793$162.5K0.01%−19−2.3%Reduced
Parallel Advisors, LLC775$158.7K0.00%+21+2.8%Added
Walleye Capital LLC772$158.2K0.00%+772New
Toth Financial Advisory Corp770$157.7K0.02%00.0%Unchanged
LGT Financial Advisors LLC757$155.0K0.18%−604−44.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC717$146.9K0.01%+517+258.5%Added
Hanson & Doremus Investment Management700$143.0K0.02%00.0%Unchanged
S.A. Mason LLC675$138.3K0.08%00.0%Unchanged
Bartlett & Co. Wealth Management LLC662$136.1K0.00%00.0%Unchanged
Brown Brothers Harriman & Co659$135.0K0.00%−19−2.8%Reduced
Ronald Blue Trust, Inc.640$131.1K0.00%−863−57.4%Reduced
Union Savings Bank620$127.0K0.07%00.0%Unchanged
Sentry Investment Management LLC617$126.0K0.05%00.0%Unchanged
Cassady Schiller Wealth Management, LLC600$122.9K0.05%00.0%Unchanged
Armstrong Advisory Group, Inc571$117.5K0.01%00.0%Unchanged
GeoWealth Management, LLC573$117.4K0.00%+204+55.3%Added
Transamerica Financial Advisors, Inc.570$117.0K0.01%−14−2.4%Reduced
EverSource Wealth Advisors, LLC591$114.2K0.01%+55+10.3%Added
VisionPoint Advisory Group, LLC556$113.9K0.04%+215+63.0%Added
Quent Capital, LLC554$113.5K0.01%+10+1.8%Added
Farther Finance Advisors, LLC550$111.8K0.01%−3−0.5%Reduced
Penserra Capital Management LLC548$111.0K0.00%−1,214−68.9%Reduced
IFP Advisors, Inc531$108.8K0.00%+124+30.5%Added
Covestor Ltd508$104.0K0.07%+43+9.2%Added
Highlander Capital Management, LLC500$102.4K0.04%00.0%Unchanged
Alta Advisers Ltd500$102.4K0.05%00.0%Unchanged
Broadwater Capital Management LLC500$102.4K0.08%00.0%Unchanged
West Oak Capital, LLC500$102.0K0.04%00.0%Unchanged
DHJJ Financial Advisors, Ltd.492$100.8K0.04%−1−0.2%Reduced
Lowe Wealth Advisors, LLC491$100.6K0.05%00.0%Unchanged
Harbour Investments, Inc.484$99.2K0.00%+120+33.0%Added
Laurel Wealth Advisors LLC483$98.9K0.02%−10−2.0%Reduced
Whittier Trust Co of Nevada Inc470$96.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust465$95.3K0.02%+61+15.1%Added
United Community Bank459$94.0K0.04%−7−1.5%Reduced