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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
Jones Financial Companies LLLP1,085$213.8K0.00%+834+332.3%Added
SRS Capital Advisors, Inc.1,086$213.9K0.02%−18−1.6%Reduced
Fifth Third Wealth Advisors LLC1,087$214.1K0.02%+1,087New
Claro Advisors LLC1,093$215.4K0.03%−2−0.2%Reduced
Keybank National Association1,097$216.1K0.00%+59+5.7%Added
Miracle Mile Advisors, LLC1,115$219.7K0.01%+1,115New
Davies Financial Advisors, Inc.1,119$220.4K0.21%00.0%Unchanged
Signature Estate & Investment Advisors LLC1,125$221.6K0.01%+1,125New
Silver Oak Securities, Inc1,128$222.2K0.03%−27−2.3%Reduced
We Are One Seven, LLC1,131$222.8K0.01%−553−32.8%Reduced
Park National Corp1,132$223.0K0.01%00.0%Unchanged
Courier Capital LLC1,139$224.4K0.02%00.0%Unchanged
Seaside Wealth Management, Inc.1,145$225.6K0.09%+4+0.4%Added
Novak & Powell Financial Services, Inc.1,149$226.3K0.14%+1,149New
MCF Advisors LLC1,153$227.7K0.02%00.0%Unchanged
Clarius Group, LLC1,156$227.7K0.02%−60−4.9%Reduced
Personal Cfo Solutions, LLC1,159$228.3K0.04%−39−3.3%Reduced
Key Financial Inc1,159$228.3K0.05%+3+0.3%Added
Jacobsen Capital Management1,174$231.3K0.10%+2+0.2%Added
Equitable Trust Co1,189$234.2K0.02%+1,189New
Phillips Wealth Planners LLC1,169$234.5K0.25%−68−5.5%Reduced
Samalin Investment Counsel, LLC1,191$234.7K0.11%−1,189−50.0%Reduced
Avestar Capital, LLC1,200$236.4K0.03%−624−34.2%Reduced
Hudson Capital Management LLC1,200$236.4K0.08%00.0%Unchanged
Enterprise Bank & Trust Co1,201$236.6K0.08%00.0%Unchanged
Ritholtz Wealth Management1,208$238.0K0.01%+1,208New
Hutchens & Kramer Investment Management Group, LLC1,216$239.0K0.13%+23+1.9%Added
Pinnacle Wealth Planning Services, Inc.1,215$239.4K0.03%−49−3.9%Reduced
Wedbush Securities Inc1,217$240.0K0.01%+13+1.1%Added
BHK Investment Advisors, LLC1,225$241.3K0.09%+1,225New
Aull & Monroe Investment Management Corp1,226$241.5K0.12%−150−10.9%Reduced
Strategic Blueprint, LLC1,226$241.5K0.02%+1,226New
CWS Financial Advisors, LLC1,236$243.5K0.10%−50−3.9%Reduced
Harvey Investment Co LLC1,238$244.0K0.03%00.0%Unchanged
Cigna Investments Inc1,248$246.0K0.05%00.0%Unchanged
Perigon Wealth Management, LLC1,257$247.6K0.01%+164+15.0%Added
Belpointe Asset Management LLC1,256$247.6K0.02%+38+3.1%Added
Venturi Wealth Management, LLC1,273$250.8K0.01%+26+2.1%Added
Foundations Investment Advisors, LLC1,276$251.4K0.01%−3−0.2%Reduced
Cadent Capital Advisors, LLC1,297$255.5K0.10%−183−12.4%Reduced
Penobscot Investment Management Company, Inc.1,299$255.9K0.02%+197+17.9%Added
Alera Investment Advisors, LLC1,299$255.9K0.03%+1,299New
Souders Financial Advisors1,308$257.7K0.04%+7+0.5%Added
Flagship Harbor Advisors, LLC1,313$258.7K0.02%+1,313New
Allworth Financial LP1,289$260.2K0.00%+234+22.2%Added
Traphagen Investment Advisors LLC1,327$261.3K0.03%+1+0.1%Added
Ewa, LLC1,281$263.2K0.11%−7−0.5%Reduced
Norden Group LLC1,337$263.3K0.05%−60−4.3%Reduced
Capital Investment Counsel, Inc1,352$266.4K0.04%00.0%Unchanged
Atlas Brown,Inc.1,356$267.1K0.10%+3+0.2%Added
ORG Partners LLC1,360$267.4K0.03%+1,268+1,378.3%Added
Mount Yale Investment Advisors, LLC1,364$268.7K0.02%00.0%Unchanged
MQS Management LLC1,364$268.7K0.16%+1,364New
QSV Equity Investors LLC1,372$270.3K0.28%−216−13.6%Reduced
Rehmann Capital Advisory Group1,376$271.1K0.02%+146+11.9%Added
Stevens Capital Management LP1,382$272.0K0.09%+1,382New
Davenport & Co LLC1,385$272.8K0.00%+11+0.8%Added
Advisors Capital Management, LLC1,385$273.0K0.00%−12−0.9%Reduced
CX Institutional1,392$274.2K0.01%+4+0.3%Added
Stephens Inc1,398$275.4K0.00%+13+0.9%Added
Operose Advisors LLC1,400$275.8K0.10%00.0%Unchanged
Seeds Investor LLC1,408$277.3K0.14%−183−11.5%Reduced
Choate Investment Advisors1,412$278.2K0.01%+200+16.5%Added
iA Global Asset Management Inc.1,423$280.0K0.01%−1,012−41.6%Reduced
Nixon Peabody Trust Co1,430$281.7K0.03%−498−25.8%Reduced
Gibbs Wealth Management1,433$282.3K0.11%+1,433New
GPS Wealth Strategies Group, LLC1,449$285.4K0.04%−9−0.6%Reduced
Change Path, LLC1,467$289.0K0.01%−82−5.3%Reduced
Apella Capital, LLC1,450$290.0K0.01%+100+7.4%Added
Wedmont Private Capital1,423$292.4K0.02%+70+5.2%Added
Washington Trust Advisors, Inc.1,486$292.7K0.03%00.0%Unchanged
Capstone Investment Advisors, LLC1,496$294.7K0.01%+624+71.6%Added
MONECO Advisors, LLC1,500$295.5K0.04%−129−7.9%Reduced
Buckingham Capital Management, Inc.1,500$295.5K0.04%00.0%Unchanged
Sound View Wealth Advisors Group, LLC1,500$295.5K0.03%00.0%Unchanged
Shore Point Advisors, LLC1,504$296.3K0.17%00.0%Unchanged
Ascent Wealth Partners, LLC1,509$297.3K0.04%−242−13.8%Reduced
Unique Wealth, LLC1,509$297.3K0.08%+48+3.3%Added
Rockland Trust Co1,512$297.9K0.02%00.0%Unchanged
Mutual Advisors, LLC1,416$298.9K0.01%+138+10.8%Added
Main Street Financial Solutions, LLC1,519$299.3K0.03%−25−1.6%Reduced
Ameritas Investment Partners, Inc.1,533$302.0K0.01%+1+0.1%Added
BSW Wealth Partners1,536$302.6K0.05%+57+3.9%Added
Anchor Investment Management, LLC1,540$303.4K0.03%00.0%Unchanged
Moneta Group Investment Advisors LLC1,542$303.8K0.00%+4+0.3%Added
Eqis Capital Management, Inc.1,552$305.8K0.03%−123−7.3%Reduced
Carolinas Wealth Consulting LLC1,557$306.6K0.06%+1+0.1%Added
GAMMA Investing LLC1,558$306.9K0.04%+699+81.4%Added
Keystone Financial Services1,560$307.3K0.13%+6+0.4%Added
Ballentine Partners, LLC1,564$308.1K0.01%−8−0.5%Reduced
Optas, LLC1,574$310.1K0.08%+18+1.2%Added
Strategy Asset Managers LLC1,884$312.1K0.07%−2,620−58.2%Reduced
Compass Ion Advisors, LLC1,524$312.2K0.04%00.0%Unchanged
Mystic Asset Management, Inc.1,590$313.2K0.13%00.0%Unchanged
Prestige Wealth Management Group LLC1,584$313.3K0.07%−16−1.0%Reduced
Arcadia Investment Management Corp1,600$315.2K0.05%00.0%Unchanged
Portside Wealth Group, LLC1,604$316.0K0.06%−35−2.1%Reduced
Argonautica Private Wealth Management, Inc1,612$317.6K0.11%+128+8.6%Added
Stonehearth Capital Management, LLC1,615$318.2K0.14%00.0%Unchanged
Empire Financial Management Company, LLC1,624$320.1K0.11%00.0%Unchanged