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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,628 | $320.6K | 0.01% | +1,097+206.6% | Added |
| Wolverine Trading, LLC | 1,632 | $321.5K | 0.01% | −972−37.3% | Reduced |
| Tobam | 1,650 | $325.0K | 0.05% | −416−20.1% | Reduced |
| Radnor Capital Management, LLC | 1,652 | $325.0K | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,653 | $325.6K | 0.01% | −21−1.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,665 | $328.0K | 0.23% | +1,665 | New |
| Scientech Research LLC | 1,667 | $328.4K | 0.07% | +1,667 | New |
| Horizon Investments, LLC | 1,673 | $329.6K | 0.01% | +25+1.5% | Added |
| American National Bank | 1,676 | $330.2K | 0.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,701 | $335.1K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,708 | $336.5K | 0.00% | −5−0.3% | Reduced |
| Vivaldi Capital Management, LLC | 1,713 | $337.5K | 0.10% | +15+0.9% | Added |
| Baker Avenue Asset Management, LP | 1,715 | $337.9K | 0.01% | +26+1.5% | Added |
| Quotient Wealth Partners, LLC | 1,723 | $339.4K | 0.01% | +1,723 | New |
| Campion Asset Management LLC | 1,735 | $341.8K | 0.27% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,735 | $341.8K | 0.04% | +154+9.7% | Added |
| Vista Wealth Management Group, LLC | 1,748 | $344.4K | 0.03% | +12+0.7% | Added |
| Private Trust Co NA | 1,757 | $346.1K | 0.04% | +13+0.7% | Added |
| Tectonic Advisors LLC | 1,771 | $349.0K | 0.03% | +148+9.1% | Added |
| Signaturefd, LLC | 1,795 | $353.6K | 0.01% | −175−8.9% | Reduced |
| Marco Investment Management LLC | 1,800 | $354.6K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,803 | $355.3K | 0.01% | +13+0.7% | Added |
| Walleye Capital LLC | 1,806 | $355.8K | 0.00% | +1,034+133.9% | Added |
| First Affirmative Financial Network | 1,811 | $356.8K | 0.25% | +83+4.8% | Added |
| Central Trust Co | 1,811 | $356.8K | 0.01% | +19+1.1% | Added |
| 1858 Wealth Management, LLC | 1,846 | $363.7K | 0.30% | +11+0.6% | Added |
| M Holdings Securities, Inc. | 1,857 | $366.0K | 0.05% | +1,857 | New |
| Empowered Funds, LLC | 1,862 | $366.8K | 0.01% | −60−3.1% | Reduced |
| Snowden Capital Advisors LLC | 1,865 | $368.9K | 0.01% | −3−0.2% | Reduced |
| Wealth Alliance | 1,912 | $376.7K | 0.05% | −1−0.1% | Reduced |
| Profund Advisors LLC | 1,923 | $378.8K | 0.01% | −20−1.0% | Reduced |
| Guggenheim Capital LLC | 1,940 | $382.2K | 0.00% | −1,039−34.9% | Reduced |
| First Heartland Consultants, Inc. | 1,955 | $385.0K | 0.04% | +200+11.4% | Added |
| Eagle Bay Advisors LLC | 1,955 | $386.7K | 0.23% | +271+16.1% | Added |
| Resources Management Corp | 1,975 | $389.0K | 0.06% | −254−11.4% | Reduced |
| Ifrah Financial Services, Inc. | 1,996 | $393.2K | 0.11% | −18−0.9% | Reduced |
| Prelude Capital Management, LLC | 2,004 | $394.8K | 0.03% | −5,125−71.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,004 | $394.8K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,013 | $396.6K | 0.03% | +2,013 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,031 | $400.1K | 0.02% | +157+8.4% | Added |
| LifePro Asset Management | 2,040 | $401.9K | 0.29% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,043 | $402.5K | 0.03% | −289−12.4% | Reduced |
| Icon Wealth Advisors, LLC | 1,884 | $403.2K | 0.04% | +1,884 | New |
| Bridges Investment Management Inc | 2,051 | $404.0K | 0.01% | +2,051 | New |
| Spire Wealth Management | 2,052 | $404.2K | 0.01% | +2+0.1% | Added |
| Moody Aldrich Partners LLC | 2,063 | $406.4K | 0.08% | −10.0% | Reduced |
| Aberdeen Wealth Management LLC | 2,069 | $407.6K | 0.28% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,070 | $407.8K | 0.09% | +740+55.6% | Added |
| Ossiam | 2,081 | $410.0K | 0.01% | −2,983−58.9% | Reduced |
| HB Wealth Management, LLC | 2,082 | $410.3K | 0.00% | +368+21.5% | Added |
| United Advisor Group, LLC | 2,117 | $417.0K | 0.13% | +2,117 | New |
| NorthRock Partners, LLC | 2,115 | $418.3K | 0.02% | +259+14.0% | Added |
| Heritage Wealth Advisors | 2,130 | $419.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,150 | $424.0K | 0.00% | +166+8.4% | Added |
| Huntington National Bank | 2,172 | $427.9K | 0.00% | −2−0.1% | Reduced |
| Brighton Jones LLC | 2,173 | $428.2K | 0.01% | +52+2.5% | Added |
| Thoroughbred Financial Services, LLC | 2,190 | $431.0K | 0.03% | +2,190 | New |
| EntryPoint Capital, LLC | 2,196 | $432.6K | 0.20% | +2,196 | New |
| Central Pacific Bank - Trust Division | 2,231 | $439.5K | 0.05% | +104+4.9% | Added |
| Everpar Advisors LLC | 2,234 | $440.1K | 0.22% | +256+12.9% | Added |
| Wambolt & Associates, LLC | 2,245 | $441.3K | 0.13% | −561−20.0% | Reduced |
| Segment Wealth Management, LLC | 2,244 | $442.1K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,247 | $442.7K | 0.02% | −54−2.3% | Reduced |
| Hall Laurie J Trustee | 2,250 | $443.0K | 0.15% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,249 | $443.1K | 0.31% | +326+17.0% | Added |
| Exchange Bank | 2,250 | $443.3K | 0.38% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,301 | $453.4K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,334 | $459.8K | 0.10% | +2,334 | New |
| Vident Advisory, LLC | 2,336 | $460.2K | 0.01% | +502+27.4% | Added |
| SeaBridge Investment Advisors LLC | 2,344 | $461.8K | 0.12% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,318 | $461.8K | 0.05% | −22−0.9% | Reduced |
| Vestcor Inc | 2,363 | $466.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,381 | $469.1K | 0.03% | +95+4.2% | Added |
| Citizens Financial Group Inc | 2,398 | $474.2K | 0.01% | +166+7.4% | Added |
| Court Place Advisors, LLC | 2,426 | $477.9K | 0.15% | +474+24.3% | Added |
| Natixis | 2,442 | $481.1K | 0.00% | +239+10.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,499 | $492.3K | 0.07% | +186+8.0% | Added |
| Shufro Rose & Co LLC | 2,500 | $492.5K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,539 | $500.2K | 0.00% | +60+2.4% | Added |
| Everence Capital Management Inc | 2,596 | $502.0K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,572 | $506.7K | 0.07% | +365+16.5% | Added |
| Nomura Holdings Inc | 2,581 | $508.5K | 0.00% | +2,581 | New |
| V-Square Quantitative Management LLC | 2,613 | $514.8K | 0.08% | +294+12.7% | Added |
| National Asset Management, Inc. | 2,617 | $517.6K | 0.01% | −2,160−45.2% | Reduced |
| Ami Asset Management Corp | 2,632 | $518.5K | 0.03% | −7−0.3% | Reduced |
| Simmons Bank | 2,657 | $523.4K | 0.04% | −35−1.3% | Reduced |
| Inceptionr LLC | 2,662 | $524.4K | 0.15% | +2,662 | New |
| WealthTrust Axiom LLC | 2,681 | $528.2K | 0.18% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,720 | $535.9K | 0.03% | −581−17.6% | Reduced |
| Chicago Trust Co NA | 2,728 | $537.4K | 0.11% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,730 | $537.8K | 0.02% | +1,030+60.6% | Added |
| Argent Trust Co | 2,774 | $546.5K | 0.02% | +121+4.6% | Added |
| Albion Financial Group | 2,801 | $551.8K | 0.04% | −159−5.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,809 | $553.4K | 0.04% | +521+22.8% | Added |
| TD Private Client Wealth LLC | 2,824 | $556.4K | 0.02% | +94+3.4% | Added |
| Clarus Group, Inc. | 2,845 | $560.5K | 0.25% | +2,845 | New |
| Plato Investment Management Ltd | 2,879 | $567.2K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 2,918 | $574.8K | 0.04% | +133+4.8% | Added |
| Mather Group, LLC. | 2,808 | $575.1K | 0.01% | +636+29.3% | Added |
| Atria Wealth Solutions, Inc. | 2,909 | $575.2K | 0.01% | −307−9.5% | Reduced |