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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 167 | $30.7K | 0.00% | +19+12.8% | Added |
| EdgeRock Capital LLC | 161 | $31.7K | 0.02% | +161 | New |
| Rothschild Investment LLC | 162 | $31.9K | 0.00% | +28+20.9% | Added |
| Stuart Chaussee & Associates, Inc. | 163 | $32.1K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 164 | $32.3K | 0.00% | +11+7.2% | Added |
| Manchester Capital Management LLC | 168 | $33.1K | 0.00% | −2−1.2% | Reduced |
| Smithfield Trust Co | 170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 185 | $36.5K | 0.01% | +185 | New |
| Geneos Wealth Management Inc. | 191 | $37.5K | 0.00% | −102−34.8% | Reduced |
| Anfield Capital Management, LLC | 196 | $38.6K | 0.02% | +196 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $41.8K | 0.00% | −505−70.4% | Reduced |
| Cape Investment Advisory, Inc. | 216 | $42.6K | 0.02% | −50−18.8% | Reduced |
| Triad Wealth Partners, LLC | 222 | $43.7K | 0.02% | +222 | New |
| Blume Capital Management, Inc. | 229 | $45.1K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $48.5K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 249 | $49.6K | 0.01% | +59+31.1% | Added |
| Crewe Advisors LLC | 254 | $50.0K | 0.01% | +186+273.5% | Added |
| HighMark Wealth Management LLC | 254 | $50.1K | 0.03% | +1+0.4% | Added |
| Ransom Advisory, Ltd | 287 | $56.5K | 0.03% | +287 | New |
| Assetmark, Inc | 290 | $57.1K | 0.00% | +38+15.1% | Added |
| Roble, Belko & Company, Inc | 295 | $58.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 297 | $58.5K | 0.01% | +3+1.0% | Added |
| Montag A & Associates Inc | 300 | $59.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 307 | $60.0K | 0.00% | −925−75.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 305 | $60.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 310 | $61.1K | 0.00% | −72−18.8% | Reduced |
| HM Payson & Co | 313 | $61.7K | 0.00% | −50−13.8% | Reduced |
| TD Waterhouse Canada Inc. | 320 | $62.9K | 0.00% | −71−18.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 321 | $63.2K | 0.00% | −149−31.7% | Reduced |
| First PREMIER Bank | 330 | $65.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 343 | $67.8K | 0.04% | +343 | New |
| Asset Dedication, LLC | 346 | $68.2K | 0.00% | +98+39.5% | Added |
| Harbor Investment Advisory, LLC | 350 | $69.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 353 | $69.5K | 0.15% | −404−53.4% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $69.7K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 366 | $72.1K | 0.02% | +255+229.7% | Added |
| Front Row Advisors LLC | 373 | $73.8K | 0.03% | −2−0.5% | Reduced |
| Aspire Private Capital, LLC | 388 | $76.4K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $76.8K | 0.00% | −17−4.2% | Reduced |
| Capital Advisors, Ltd. LLC | 392 | $77.0K | 0.01% | −6−1.5% | Reduced |
| Lindbrook Capital, LLC | 398 | $78.4K | 0.01% | +33+9.0% | Added |
| Bruce G. Allen Investments, LLC | 403 | $79.4K | 0.07% | −15−3.6% | Reduced |
| St Germain D J Co Inc | 422 | $83.1K | 0.00% | +29+7.4% | Added |
| Webster Bank, N. A. | 447 | $88.1K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 449 | $88.5K | 0.04% | −10−2.2% | Reduced |
| Valley National Advisers Inc | 453 | $89.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 452 | $89.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 453 | $89.2K | 0.00% | −31−6.4% | Reduced |
| Massmutual Trust Co FSB | 456 | $89.8K | 0.00% | +26+6.0% | Added |
| Clearstead Advisors, LLC | 464 | $91.4K | 0.00% | +340+274.2% | Added |
| Parkside Financial Bank & Trust | 467 | $92.0K | 0.01% | +2+0.4% | Added |
| GeoWealth Management, LLC | 481 | $94.8K | 0.00% | −92−16.1% | Reduced |
| Laurel Wealth Advisors LLC | 483 | $95.2K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 491 | $96.7K | 0.03% | +491 | New |
| Lowe Wealth Advisors, LLC | 491 | $96.7K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 492 | $96.9K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 494 | $97.5K | 0.07% | +494 | New |
| Alta Advisers Ltd | 500 | $98.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $98.5K | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $98.5K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 512 | $101.0K | 0.04% | −105−17.0% | Reduced |
| Quent Capital, LLC | 541 | $106.6K | 0.01% | −13−2.3% | Reduced |
| Penserra Capital Management LLC | 551 | $109.0K | 0.00% | +3+0.5% | Added |
| Covestor Ltd | 556 | $110.0K | 0.07% | +48+9.4% | Added |
| Armstrong Advisory Group, Inc | 571 | $112.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 570 | $113.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 596 | $117.4K | 0.01% | +225+60.6% | Added |
| Cassady Schiller Wealth Management, LLC | 600 | $118.2K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 620 | $122.1K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 649 | $127.9K | 0.05% | +93+16.7% | Added |
| S.A. Mason LLC | 650 | $128.1K | 0.07% | −25−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 654 | $129.4K | 0.00% | −8−1.2% | Reduced |
| Brown Brothers Harriman & Co | 669 | $131.8K | 0.00% | +10+1.5% | Added |
| Hanson & Doremus Investment Management | 700 | $138.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 662 | $141.7K | 0.01% | +71+12.0% | Added |
| Toth Financial Advisory Corp | 770 | $151.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 814 | $160.3K | 0.00% | +39+5.0% | Added |
| Trust Co of Vermont | 839 | $165.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 829 | $169.8K | 0.00% | +189+29.5% | Added |
| Edmond de Rothschild Holding S.A. | 882 | $173.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 915 | $179.0K | 0.00% | −56,832−98.4% | Reduced |
| First Horizon Advisors, Inc. | 945 | $186.2K | 0.01% | +152+19.2% | Added |
| Colonial Trust Co | 948 | $186.8K | 0.03% | −9−0.9% | Reduced |
| Umb Bank N A | 954 | $187.9K | 0.00% | +124+14.9% | Added |
| AlphaCentric Advisors LLC | 990 | $195.0K | 0.14% | +10+1.0% | Added |
| Allred Capital Management, LLC | 1,025 | $201.9K | 0.08% | −3−0.3% | Reduced |
| Maripau Wealth Management LLC | 1,027 | $203.1K | 0.14% | +1,027 | New |
| Oarsman Capital, Inc. | 1,031 | $203.1K | 0.04% | 00.0% | Unchanged |
| David Loasby | 1,015 | $203.6K | 0.02% | −4−0.4% | Reduced |
| RDA Financial Network | 1,040 | $204.9K | 0.07% | −2−0.2% | Reduced |
| Fiduciary Planning LLC | 1,047 | $206.2K | 0.07% | −6−0.6% | Reduced |
| Patron Partners Advisors, LLC | 1,049 | $206.7K | 0.12% | −1−0.1% | Reduced |
| Pavion Blue Capital, LLC | 1,053 | $207.4K | 0.10% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,053 | $207.5K | 0.07% | −48−4.4% | Reduced |
| Clark Capital Management Group, Inc. | 1,054 | $207.6K | 0.00% | +6+0.6% | Added |
| Nilsine Partners, LLC | 1,058 | $208.4K | 0.03% | −59−5.3% | Reduced |
| Essex Financial Services, Inc. | 965 | $208.5K | 0.02% | +965 | New |
| Woodline Partners LP | 1,068 | $210.4K | 0.00% | +1,068 | New |
| First Manhattan Co | 1,077 | $213.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,085 | $213.7K | 0.01% | −9−0.8% | Reduced |