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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
Gotham Asset Management, LLC3,382$666.3K0.01%−309−8.4%Reduced
OmniStar Financial Group, Inc.3,378$665.5K0.60%−38−1.1%Reduced
ABLE Financial Group, LLC3,336$657.2K0.24%+10.0%Added
Symmetry Partners, LLC3,329$656.0K0.03%−411−11.0%Reduced
Delta Financial Group, Inc.3,328$656.0K0.28%+33+1.0%Added
Resources Investment Advisors, LLC.3,294$649.0K0.01%+152+4.8%Added
Panagora Asset Management Inc3,273$644.8K0.00%−6,569−66.7%Reduced
Ieq Capital, LLC3,261$642.4K0.01%+86+2.7%Added
D.B. Root & Company, LLC3,246$639.5K0.22%+13+0.4%Added
Park Place Capital Corp3,202$630.8K0.20%+1,797+127.9%Added
Fulton Bank, N.A.3,200$630.4K0.03%+35+1.1%Added
Mission Wealth Management, LP3,200$630.3K0.02%−3−0.1%Reduced
Fox Run Management, L.L.C.3,190$628.4K0.12%−4,207−56.9%Reduced
Davy Global Fund Management Ltd3,190$628.4K0.07%−286−8.2%Reduced
Mitchell McLeod Pugh & Williams Inc3,186$627.6K0.14%−20−0.6%Reduced
Platform Technology Partners3,154$621.3K0.21%+3,154New
Private Advisor Group, LLC3,112$613.0K0.00%−872−21.9%Reduced
Savant Capital, LLC3,111$612.9K0.01%+951+44.0%Added
MorganRosel Wealth Management, LLC3,107$612.1K0.22%−1,031−24.9%Reduced
Gateway Advisory, LLC3,086$607.9K0.10%−80−2.5%Reduced
Jacobi Capital Management LLC3,056$602.1K0.05%+31+1.0%Added
Kidder Stephen W3,050$600.9K0.19%00.0%Unchanged
Dividend Assets Capital, LLC3,047$600.3K0.12%00.0%Unchanged
Forza Wealth Management, LLC3,000$591.0K0.30%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,994$589.8K0.02%+48+1.6%Added
PFG Investments, LLC2,985$588.0K0.04%+10+0.3%Added
Bradley Foster & Sargent Inc2,958$582.7K0.01%−10−0.3%Reduced
IFG Advisory, LLC2,931$577.4K0.04%+2,931New
Beaumont Financial Advisors, LLC2,929$577.0K0.05%+10.0%Added
Sompo Asset Management Co., Ltd.2,920$575.2K0.10%00.0%Unchanged
Atria Wealth Solutions, Inc.2,909$575.2K0.01%−307−9.5%Reduced
Mather Group, LLC.2,808$575.1K0.01%+636+29.3%Added
Pitcairn Co2,918$574.8K0.04%+133+4.8%Added
Plato Investment Management Ltd2,879$567.2K0.05%00.0%Unchanged
Clarus Group, Inc.2,845$560.5K0.25%+2,845New
TD Private Client Wealth LLC2,824$556.4K0.02%+94+3.4%Added
Meeder Advisory Services, Inc.2,809$553.4K0.04%+521+22.8%Added
Albion Financial Group2,801$551.8K0.04%−159−5.4%Reduced
Argent Trust Co2,774$546.5K0.02%+121+4.6%Added
Global Retirement Partners, LLC2,730$537.8K0.02%+1,030+60.6%Added
Chicago Trust Co NA2,728$537.4K0.11%00.0%Unchanged
Ashton Thomas Private Wealth, LLC2,720$535.9K0.03%−581−17.6%Reduced
WealthTrust Axiom LLC2,681$528.2K0.18%00.0%Unchanged
Inceptionr LLC2,662$524.4K0.15%+2,662New
Simmons Bank2,657$523.4K0.04%−35−1.3%Reduced
Ami Asset Management Corp2,632$518.5K0.03%−7−0.3%Reduced
National Asset Management, Inc.2,617$517.6K0.01%−2,160−45.2%Reduced
V-Square Quantitative Management LLC2,613$514.8K0.08%+294+12.7%Added
Nomura Holdings Inc2,581$508.5K0.00%+2,581New
LVW Advisors, LLC2,572$506.7K0.07%+365+16.5%Added
Everence Capital Management Inc2,596$502.0K0.03%00.0%Unchanged
United Capital Financial Advisers, LLC2,539$500.2K0.00%+60+2.4%Added
Shufro Rose & Co LLC2,500$492.5K0.04%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC2,499$492.3K0.07%+186+8.0%Added
Natixis2,442$481.1K0.00%+239+10.8%Added
Court Place Advisors, LLC2,426$477.9K0.15%+474+24.3%Added
Citizens Financial Group Inc2,398$474.2K0.01%+166+7.4%Added
Ellevest, Inc.2,381$469.1K0.03%+95+4.2%Added
Vestcor Inc2,363$466.0K0.02%00.0%Unchanged
Voya Financial Advisors, Inc.2,318$461.8K0.05%−22−0.9%Reduced
SeaBridge Investment Advisors LLC2,344$461.8K0.12%00.0%Unchanged
Vident Advisory, LLC2,336$460.2K0.01%+502+27.4%Added
Golden State Equity Partners2,334$459.8K0.10%+2,334New
Plante Moran Financial Advisors, LLC2,301$453.4K0.05%00.0%Unchanged
Exchange Bank2,250$443.3K0.38%00.0%Unchanged
Spotlight Asset Group, Inc.2,249$443.1K0.31%+326+17.0%Added
Hall Laurie J Trustee2,250$443.0K0.15%00.0%Unchanged
Wetherby Asset Management Inc2,247$442.7K0.02%−54−2.3%Reduced
Segment Wealth Management, LLC2,244$442.1K0.03%00.0%Unchanged
Wambolt & Associates, LLC2,245$441.3K0.13%−561−20.0%Reduced
Everpar Advisors LLC2,234$440.1K0.22%+256+12.9%Added
Central Pacific Bank - Trust Division2,231$439.5K0.05%+104+4.9%Added
EntryPoint Capital, LLC2,196$432.6K0.20%+2,196New
Thoroughbred Financial Services, LLC2,190$431.0K0.03%+2,190New
Brighton Jones LLC2,173$428.2K0.01%+52+2.5%Added
Huntington National Bank2,172$427.9K0.00%−2−0.1%Reduced
Ci Investments Inc.2,150$424.0K0.00%+166+8.4%Added
Heritage Wealth Advisors2,130$419.6K0.02%00.0%Unchanged
NorthRock Partners, LLC2,115$418.3K0.02%+259+14.0%Added
United Advisor Group, LLC2,117$417.0K0.13%+2,117New
HB Wealth Management, LLC2,082$410.3K0.00%+368+21.5%Added
Ossiam2,081$410.0K0.01%−2,983−58.9%Reduced
Marietta Investment Partners LLC2,070$407.8K0.09%+740+55.6%Added
Aberdeen Wealth Management LLC2,069$407.6K0.28%00.0%Unchanged
Moody Aldrich Partners LLC2,063$406.4K0.08%−10.0%Reduced
Spire Wealth Management2,052$404.2K0.01%+2+0.1%Added
Bridges Investment Management Inc2,051$404.0K0.01%+2,051New
Icon Wealth Advisors, LLC1,884$403.2K0.04%+1,884New
Procyon Private Wealth Partners, LLC2,043$402.5K0.03%−289−12.4%Reduced
LifePro Asset Management2,040$401.9K0.29%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.2,031$400.1K0.02%+157+8.4%Added
Confluence Wealth Services, Inc.2,013$396.6K0.03%+2,013New
Prelude Capital Management, LLC2,004$394.8K0.03%−5,125−71.9%Reduced
Stock Yards Bank & Trust Co2,004$394.8K0.01%00.0%Unchanged
Ifrah Financial Services, Inc.1,996$393.2K0.11%−18−0.9%Reduced
Resources Management Corp1,975$389.0K0.06%−254−11.4%Reduced
Eagle Bay Advisors LLC1,955$386.7K0.23%+271+16.1%Added
First Heartland Consultants, Inc.1,955$385.0K0.04%+200+11.4%Added
Guggenheim Capital LLC1,940$382.2K0.00%−1,039−34.9%Reduced
Profund Advisors LLC1,923$378.8K0.01%−20−1.0%Reduced