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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, Q2 2024

Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
930
+2 vs. Q1 2024
Shares held
106.1M
+901.8K (+0.9%) vs. Q1 2024
Total value
$20.9B
−$613.4M (−2.9%) vs. Q1 2024
New holders
77
377 more added
Sold out
75
323 more reduced

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 930 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 heldQ2 2024: $20.9B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2024.

Institutions holding BR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
McClarren Financial Advisors, Inc.197$230.02%+78+65.5%Added
NVWM, LLC1$1980.00%00.0%Unchanged
Rakuten Securities, Inc.2$3940.00%00.0%Unchanged
Sofos Investments, Inc.3$5910.00%−22−88.0%Reduced
Mattson Financial Services, LLC3$5910.00%+3New
Riggs Asset Managment Co. Inc.4$7880.00%+3+300.0%Added
TFC Financial Management5$9850.00%00.0%Unchanged
Avion Wealth10$1.00K0.00%+8+400.0%Added
Rosenberg Matthew Hamilton6$1.18K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$1.38K0.00%00.0%Unchanged
True Wealth Design, LLC7$1.38K0.00%+2+40.0%Added
Baldwin Brothers Inc8$1.58K0.00%+8New
Unique Wealth Strategies, LLC8$1.64K0.00%+8New
CoreCap Advisors, LLC9$1.77K0.00%+6+200.0%Added
SOA Wealth Advisors, LLC.11$2.17K0.00%−2−15.4%Reduced
Raffa Wealth Management, LLC11$2.17K0.00%00.0%Unchanged
West Paces Advisors Inc.11$2.17K0.00%00.0%Unchanged
Tucker Asset Management LLC11$2.17K0.00%+11New
Dunhill Financial, LLC11$2.21K0.00%+2+22.2%Added
Red Tortoise LLC12$2.36K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$2.56K0.00%00.0%Unchanged
ZRC Wealth Management, LLC14$2.76K0.00%+14New
Raleigh Capital Management Inc.15$2.96K0.00%−133−89.9%Reduced
VitalStone Financial, LLC15$2.96K0.00%+1+7.1%Added
DiNuzzo Private Wealth, Inc.17$3.35K0.00%+1+6.3%Added
McIlrath & Eck, LLC18$3.55K0.00%−70−79.5%Reduced
Abound Wealth Management18$3.55K0.00%−2−10.0%Reduced
Pacific Capital Wealth Advisors, Inc18$3.55K0.00%+18New
RFP Financial Group LLC20$3.94K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.20$3.94K0.00%+20New
Financial Management Professionals, Inc.21$4.00K0.00%+3+16.7%Added
City State Bank21$4.14K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC22$4.39K0.00%+22New
AdvisorNet Financial, Inc23$4.53K0.00%+3+15.0%Added
Strategic Investment Solutions, Inc.30$4.59K0.00%+30New
Pineridge Advisors LLC24$4.73K0.00%+24New
Citadel Advisors LLC25$4.92K0.00%−44,111−99.9%Reduced
Bogart Wealth, LLC25$4.92K0.00%00.0%Unchanged
First Pacific Financial25$4.92K0.00%+6+31.6%Added
Gilliland Jeter Wealth Management LLC26$5.12K0.00%+26New
Iron Horse Wealth Management, LLC27$5.32K0.00%00.0%Unchanged
First Financial Corp30$5.91K0.00%00.0%Unchanged
Robinswood Financial LLC32$6.30K0.00%00.0%Unchanged
Laffer Tengler Investments33$6.50K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$6.50K0.00%+10+43.5%Added
SJS Investment Consulting Inc.35$6.89K0.00%−2−5.4%Reduced
State of Wyoming36$7.09K0.00%−294−89.1%Reduced
M&R Capital Management Inc37$7.29K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$7.49K0.01%00.0%Unchanged
North Star Investment Management Corp.39$7.68K0.00%00.0%Unchanged
Fortitude Family Office, LLC45$8.87K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$8.87K0.00%00.0%Unchanged
PrairieView Partners, LLC49$9.00K0.00%00.0%Unchanged
Sachetta, LLC42$9.05K0.00%+35+500.0%Added
Gradient Investments LLC46$9.06K0.00%−80−63.5%Reduced
Fairway Wealth LLC47$9.26K0.01%+47New
LRI Investments, LLC48$9.46K0.00%00.0%Unchanged
Cornerstone Planning Group LLC46$9.59K0.00%−8−14.8%Reduced
Ruedi Wealth Management, Inc.49$9.65K0.00%+49New
Tyler-Stone Wealth Management51$10.0K0.00%00.0%Unchanged
New Millennium Group LLC51$10.0K0.01%+51New
Hallmark Capital Management Inc52$10.2K0.00%00.0%Unchanged
Investors Research Corp52$10.2K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC53$10.4K0.01%00.0%Unchanged
Fortis Group Advisors, LLC53$10.4K0.00%00.0%Unchanged
Salomon & Ludwin, LLC54$10.6K0.00%−40−42.6%Reduced
Versant Capital Management, Inc58$11.4K0.00%+32+123.1%Added
Coston, McIsaac & Partners64$12.0K0.00%00.0%Unchanged
Rise Advisors, LLC63$12.5K0.01%00.0%Unchanged
First United Bank Trust64$12.6K0.00%00.0%Unchanged
Private Wealth Management Group, LLC69$13.6K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC70$13.8K0.00%−5−6.7%Reduced
Pin Oak Investment Advisors Inc72$14.0K0.01%00.0%Unchanged
WR Wealth Planners, LLC74$14.6K0.00%+5+7.2%Added
Salem Investment Counselors Inc75$14.8K0.00%00.0%Unchanged
West Branch Capital LLC77$15.2K0.01%00.0%Unchanged
Northwest Bank & Trust Co78$15.4K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD80$15.8K0.01%+80New
Farmers & Merchants Investments Inc81$16.0K0.00%00.0%Unchanged
Sunbelt Securities, Inc.82$16.1K0.00%−8−8.9%Reduced
CVA Family Office, LLC83$16.4K0.00%+3+3.8%Added
Capital Analysts, LLC88$17.0K0.00%00.0%Unchanged
Caldwell Trust Co93$18.3K0.00%00.0%Unchanged
Independence Bank of Kentucky95$18.7K0.00%00.0%Unchanged
Atticus Wealth Management, LLC95$18.7K0.01%00.0%Unchanged
Continuum Advisory, LLC99$19.5K0.00%+2+2.1%Added
Wolff Wiese Magana LLC100$19.7K0.02%+100New
Quarry LP106$20.9K0.01%−18−14.5%Reduced
Atlantic Trust, LLC106$20.9K0.01%00.0%Unchanged
Larson Financial Group LLC106$20.9K0.00%00.0%Unchanged
Lazard Asset Management LLC109$21.0K0.00%−166−60.4%Reduced
Centerpoint Advisors, LLC108$21.0K0.01%−1−0.9%Reduced
Oakworth Capital, Inc.109$21.5K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.112$23.0K0.01%00.0%Unchanged
Valued Wealth Advisors LLC118$23.4K0.02%00.0%Unchanged
Piscataqua Savings Bank125$24.6K0.02%00.0%Unchanged
Redwood Wealth Management Group, LLC131$25.8K0.02%+131New
Ogorek Anthony Joseph152$30.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC155$30.6K0.00%00.0%Unchanged