Broadridge Financial Solutions, Inc.

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001383312

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of BR: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	940	12	930	+2
Shares	105.6M	403.8K	106.1M	+901.8K (+0.9%)
Value	$21.5B	$64.6M	$20.9B	−$613.4M (−2.9%)

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to BR in Q2 2024
Institution	Shares	Value	% of portfolio
Worldquant Millennium Advisors LLC	66,184	$13.0M	0.12%
Voloridge Investment Management, LLC	34,091	$6.72M	0.02%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)	33,842	$6.67M	0.08%
Corebridge Financial, Inc.	32,057	$6.32M	0.03%
Holocene Advisors, LP	28,264	$5.57M	0.02%
Mirae Asset Global ETFs Holdings Ltd.	22,786	$4.49M	0.01%
Level Four Advisory Services, LLC	22,554	$4.44M	0.20%
BDF-Gestion	20,069	$3.95M	0.38%
Van Eck Associates Corp	18,888	$3.72M	0.01%
Sanctuary Advisors, LLC	14,337	$2.78M	0.02%
Occudo Quantitative Strategies LP	10,383	$2.05M	0.36%
Mizuho Securities USA LLC	9,111	$1.79M	0.04%
Knollwood Investment Advisory, LLC	7,385	$1.45M	0.16%
Thurston, Springer, Miller, Herd & Titak, Inc.	6,548	$1.29M	0.40%
Centaurus Financial, Inc.	6,174	$1.22M	0.08%
RSM US Wealth Management LLC	4,702	$924.8K	0.02%
FORA Capital, LLC	4,569	$900.1K	0.11%
Omers Administration Corp	4,084	$804.5K	0.01%
Legacy Capital Wealth Partners, LLC	3,891	$766.6K	0.20%
Pensionmark Financial Group, LLC	3,813	$751.2K	0.05%
Platform Technology Partners	3,154	$621.3K	0.21%
IFG Advisory, LLC	2,931	$577.4K	0.04%
Clarus Group, Inc.	2,845	$560.5K	0.25%
Inceptionr LLC	2,662	$524.4K	0.15%
Nomura Holdings Inc	2,581	$508.5K	0.00%
Golden State Equity Partners	2,334	$459.8K	0.10%
EntryPoint Capital, LLC	2,196	$432.6K	0.20%
Thoroughbred Financial Services, LLC	2,190	$431.0K	0.03%
United Advisor Group, LLC	2,117	$417.0K	0.13%
Bridges Investment Management Inc	2,051	$404.0K	0.01%
Icon Wealth Advisors, LLC	1,884	$403.2K	0.04%
Confluence Wealth Services, Inc.	2,013	$396.6K	0.03%
M Holdings Securities, Inc.	1,857	$366.0K	0.05%
Quotient Wealth Partners, LLC	1,723	$339.4K	0.01%
Scientech Research LLC	1,667	$328.4K	0.07%
Asahi Life Asset Management Co., Ltd.	1,665	$328.0K	0.23%
Gibbs Wealth Management	1,433	$282.3K	0.11%
Stevens Capital Management LP	1,382	$272.0K	0.09%
MQS Management LLC	1,364	$268.7K	0.16%
Flagship Harbor Advisors, LLC	1,313	$258.7K	0.02%
Alera Investment Advisors, LLC	1,299	$255.9K	0.03%
Strategic Blueprint, LLC	1,226	$241.5K	0.02%
BHK Investment Advisors, LLC	1,225	$241.3K	0.09%
Ritholtz Wealth Management	1,208	$238.0K	0.01%
Equitable Trust Co	1,189	$234.2K	0.02%
Novak & Powell Financial Services, Inc.	1,149	$226.3K	0.14%
Signature Estate & Investment Advisors LLC	1,125	$221.6K	0.01%
Miracle Mile Advisors, LLC	1,115	$219.7K	0.01%
Fifth Third Wealth Advisors LLC	1,087	$214.1K	0.02%
Woodline Partners LP	1,068	$210.4K	0.00%
Essex Financial Services, Inc.	965	$208.5K	0.02%
Maripau Wealth Management LLC	1,027	$203.1K	0.14%
Financial Network Wealth Advisors LLC	494	$97.5K	0.07%
Opal Wealth Advisors, LLC	491	$96.7K	0.03%
Cromwell Holdings LLC	343	$67.8K	0.04%
Ransom Advisory, Ltd	287	$56.5K	0.03%
Triad Wealth Partners, LLC	222	$43.7K	0.02%
Anfield Capital Management, LLC	196	$38.6K	0.02%
Family Firm, Inc.	185	$36.5K	0.01%
EdgeRock Capital LLC	161	$31.7K	0.02%
Redwood Wealth Management Group, LLC	131	$25.8K	0.02%
Wolff Wiese Magana LLC	100	$19.7K	0.02%
Fairfield Financial Advisors, LTD	80	$15.8K	0.01%
New Millennium Group LLC	51	$10.0K	0.01%
Ruedi Wealth Management, Inc.	49	$9.65K	0.00%
Fairway Wealth LLC	47	$9.26K	0.01%
Gilliland Jeter Wealth Management LLC	26	$5.12K	0.00%
Pineridge Advisors LLC	24	$4.73K	0.00%
Strategic Investment Solutions, Inc.	30	$4.59K	0.00%
Coppell Advisory Solutions LLC	22	$4.39K	0.00%
Newbridge Financial Services Group, Inc.	20	$3.94K	0.00%
Pacific Capital Wealth Advisors, Inc	18	$3.55K	0.00%
ZRC Wealth Management, LLC	14	$2.76K	0.00%
Tucker Asset Management LLC	11	$2.17K	0.00%
Unique Wealth Strategies, LLC	8	$1.64K	0.00%
Baldwin Brothers Inc	8	$1.58K	0.00%
Mattson Financial Services, LLC	3	$591	0.00%

Sold out (75)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of BR in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
FIL Ltd	45,461	$9.31M
Barlow Wealth Partners, Inc.	35,108	$6.98M
American International Group, Inc.	32,274	$6.61M
Graham Capital Management, L.P.	30,021	$6.15M
Texas Permanent School Fund	24,340	$4.99M
Connor, Clark & Lunn Investment Management Ltd.	11,562	$2.37M
Fruth Investment Management	11,155	$2.29M
Quest Partners LLC	8,342	$1.71M
HRT Financial LP	8,034	$1.65M
Oxbow Advisors, LLC	6,806	$1.39M
Dean Capital Management	6,667	$1.37M
GYL Financial Synergies, LLC	6,393	$1.31M
Jump Financial, LLC	6,045	$1.24M
Machina Capital S.A.S.	4,910	$1.01M
Jackson Creek Investment Advisors LLC	4,769	$977.0K
Metropolitan Life Insurance Co	4,749	$972.9K
Signal Advisors Wealth, LLC	4,500	$921.9K
Banque Cantonale Vaudoise	4,449	$911.0K
Lincoln National Corp	4,385	$898.3K
Dynamic Technology Lab Private Ltd	4,159	$852.0K
Teamwork Financial Advisors, LLC	4,132	$846.4K
Brevan Howard Capital Management LP	4,009	$821.3K
Simplex Trading, LLC	3,602	$737.0K
Lombard Odier Asset Management (USA) Corp	3,415	$699.6K
ISAM Funds (UK) Ltd	2,872	$588.4K
Old National Bancorp	2,769	$567.3K
Alberta Investment Management Corp	2,600	$532.6K
Marshall Wace, LLP	2,400	$491.7K
Schonfeld Strategic Advisors LLC	2,210	$452.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	2,163	$443.1K
Foguth Wealth Management, LLC.	2,035	$416.9K
Benchmark Investment Advisors LLC	2,000	$409.7K
Arrow Investment Advisors, LLC	1,603	$328.4K
RMB Capital Management, LLC	1,528	$313.0K
Sigma Planning Corp	1,515	$310.5K
Evercore Wealth Management, LLC	1,432	$293.4K
Headlands Technologies LLC	1,269	$260.0K
XTX Topco Ltd	1,255	$257.1K
TrueWealth Advisors, LLC	1,236	$253.2K
Brookstone Capital Management	1,234	$252.8K
River Wealth Advisors LLC	1,215	$248.9K
Twinbeech Capital LP	1,106	$226.6K
Inscription Capital, LLC	1,100	$225.3K
Claret Asset Management Corp	1,100	$225.0K
CTC Alternative Strategies, Ltd.	1,098	$224.9K
Cedar Brook Financial Partners, LLC	1,081	$221.5K
Prime Capital Investment Advisors, LLC	1,071	$219.4K
Verition Fund Management LLC	1,062	$217.6K
Oak Thistle LLC	1,053	$215.7K
Moseley Investment Management Inc	1,010	$206.9K
Ledyard National Bank	1,008	$206.5K
Tradition Wealth Management, LLC	1,006	$206.1K
Cross Staff Investments Inc	1,000	$204.9K
Jmac Enterprises LLC	1,000	$204.9K
Barnes Pettey Financial Advisors, LLC	1,000	$204.9K
Balentine LLC	993	$203.4K
Symphony Financial, Ltd. Co.	983	$201.4K
Boothbay Fund Management, LLC	982	$201.2K
Hyman Charles D	977	$200.0K
Aquatic Capital Management LLC	800	$163.9K
Canopy Partners, LLC	401	$82.1K
Concord Wealth Partners	391	$80.1K
Truvestments Capital LLC	210	$42.9K
Brown Shipley& Co Ltd	207	$42.0K
New Covenant Trust Company, N.A.	165	$33.8K
LifeSteps Financial, Inc.	155	$31.8K
Hollencrest Capital Management	100	$20.5K
nVerses Capital, LLC	100	$20.5K
Oliver Lagore Vanvalin Investment Group	97	$19.9K
Impact Partnership Wealth, LLC	31	$6.35K
Essex Investment Management Co LLC	18	$3.69K
TD Capital Management LLC	3	$615
PEAK6 Investments LLC	3	$530
Hexagon Capital Partners LLC	2	$410
Householder Group Estate & Retirement Specialist, LLC	2	$410

Not filed for Q2 2024 yet (12)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	178,590	$36.6M
Manning & Napier Group, LLC	49,428	$10.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	29,142	$5.97M
Degroof Petercam Asset Management	20,000	$4.10M
Shell Asset Management Co	18,645	$3.67M
Atlas Private Wealth Management	12,376	$2.54M
Cipher Capital LP	3,403	$697.1K
Cambridge Trust Co	1,798	$368.3K
Grey Street Capital, LLC	1,660	$341.4K
Highlander Capital Management, LLC	500	$102.4K
FSA Wealth Management LLC	183	$37.5K
Connectus Wealth, LLC	88,115	$21.6K