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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 20 | $3.94K | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 18 | $3.55K | 0.00% | −70−79.5% | Reduced |
| Abound Wealth Management | 18 | $3.55K | 0.00% | −2−10.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 18 | $3.55K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $3.35K | 0.00% | +1+6.3% | Added |
| Raleigh Capital Management Inc. | 15 | $2.96K | 0.00% | −133−89.9% | Reduced |
| VitalStone Financial, LLC | 15 | $2.96K | 0.00% | +1+7.1% | Added |
| ZRC Wealth Management, LLC | 14 | $2.76K | 0.00% | +14 | New |
| Jackson, Grant Investment Advisers, Inc. | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $2.21K | 0.00% | +2+22.2% | Added |
| SOA Wealth Advisors, LLC. | 11 | $2.17K | 0.00% | −2−15.4% | Reduced |
| Raffa Wealth Management, LLC | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $2.17K | 0.00% | +11 | New |
| CoreCap Advisors, LLC | 9 | $1.77K | 0.00% | +6+200.0% | Added |
| Unique Wealth Strategies, LLC | 8 | $1.64K | 0.00% | +8 | New |
| Baldwin Brothers Inc | 8 | $1.58K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.38K | 0.00% | +2+40.0% | Added |
| Rosenberg Matthew Hamilton | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +8+400.0% | Added |
| TFC Financial Management | 5 | $985 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $788 | 0.00% | +3+300.0% | Added |
| Sofos Investments, Inc. | 3 | $591 | 0.00% | −22−88.0% | Reduced |
| Mattson Financial Services, LLC | 3 | $591 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $394 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 197 | $23 | 0.02% | +78+65.5% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| FIL Ltd | 0 | $0 | 0.00% | −45,461−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −35,108−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −32,274−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,021−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −24,340−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,562−100.0% | Sold out |
| Fruth Investment Management | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,342−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,034−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −6,806−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −6,393−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,749−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,602−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Foguth Wealth Management, LLC. | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Benchmark Investment Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,515−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Cross Staff Investments Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Barnes Pettey Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Hyman Charles D | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Canopy Partners, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |