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 |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 1,225 | $241.3K | 0.09% | +1,225 | New |
| Wedbush Securities Inc | 1,217 | $240.0K | 0.01% | +13+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,215 | $239.4K | 0.03% | −49−3.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,216 | $239.0K | 0.13% | +23+1.9% | Added |
| Ritholtz Wealth Management | 1,208 | $238.0K | 0.01% | +1,208 | New |
| Enterprise Bank & Trust Co | 1,201 | $236.6K | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,200 | $236.4K | 0.03% | −624−34.2% | Reduced |
| Hudson Capital Management LLC | 1,200 | $236.4K | 0.08% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,191 | $234.7K | 0.11% | −1,189−50.0% | Reduced |
| Phillips Wealth Planners LLC | 1,169 | $234.5K | 0.25% | −68−5.5% | Reduced |
| Equitable Trust Co | 1,189 | $234.2K | 0.02% | +1,189 | New |
| Jacobsen Capital Management | 1,174 | $231.3K | 0.10% | +2+0.2% | Added |
| Key Financial Inc | 1,159 | $228.3K | 0.05% | +3+0.3% | Added |
| Personal Cfo Solutions, LLC | 1,159 | $228.3K | 0.04% | −39−3.3% | Reduced |
| Clarius Group, LLC | 1,156 | $227.7K | 0.02% | −60−4.9% | Reduced |
| MCF Advisors LLC | 1,153 | $227.7K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 1,149 | $226.3K | 0.14% | +1,149 | New |
| Seaside Wealth Management, Inc. | 1,145 | $225.6K | 0.09% | +4+0.4% | Added |
| Courier Capital LLC | 1,139 | $224.4K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 1,132 | $223.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,131 | $222.8K | 0.01% | −553−32.8% | Reduced |
| Silver Oak Securities, Inc | 1,128 | $222.2K | 0.03% | −27−2.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,125 | $221.6K | 0.01% | +1,125 | New |
| Davies Financial Advisors, Inc. | 1,119 | $220.4K | 0.21% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,115 | $219.7K | 0.01% | +1,115 | New |
| Keybank National Association | 1,097 | $216.1K | 0.00% | +59+5.7% | Added |
| Claro Advisors LLC | 1,093 | $215.4K | 0.03% | −2−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,087 | $214.1K | 0.02% | +1,087 | New |
| SRS Capital Advisors, Inc. | 1,086 | $213.9K | 0.02% | −18−1.6% | Reduced |
| Jones Financial Companies LLLP | 1,085 | $213.8K | 0.00% | +834+332.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,085 | $213.7K | 0.01% | −9−0.8% | Reduced |
| First Manhattan Co | 1,077 | $213.0K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 1,068 | $210.4K | 0.00% | +1,068 | New |
| Essex Financial Services, Inc. | 965 | $208.5K | 0.02% | +965 | New |
| Nilsine Partners, LLC | 1,058 | $208.4K | 0.03% | −59−5.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,054 | $207.6K | 0.00% | +6+0.6% | Added |
| Astoria Portfolio Advisors LLC. | 1,053 | $207.5K | 0.07% | −48−4.4% | Reduced |
| Pavion Blue Capital, LLC | 1,053 | $207.4K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,049 | $206.7K | 0.12% | −1−0.1% | Reduced |
| Fiduciary Planning LLC | 1,047 | $206.2K | 0.07% | −6−0.6% | Reduced |
| RDA Financial Network | 1,040 | $204.9K | 0.07% | −2−0.2% | Reduced |
| David Loasby | 1,015 | $203.6K | 0.02% | −4−0.4% | Reduced |
| Oarsman Capital, Inc. | 1,031 | $203.1K | 0.04% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 1,027 | $203.1K | 0.14% | +1,027 | New |
| Allred Capital Management, LLC | 1,025 | $201.9K | 0.08% | −3−0.3% | Reduced |
| AlphaCentric Advisors LLC | 990 | $195.0K | 0.14% | +10+1.0% | Added |
| Umb Bank N A | 954 | $187.9K | 0.00% | +124+14.9% | Added |
| Colonial Trust Co | 948 | $186.8K | 0.03% | −9−0.9% | Reduced |
| First Horizon Advisors, Inc. | 945 | $186.2K | 0.01% | +152+19.2% | Added |
| Acadian Asset Management LLC | 915 | $179.0K | 0.00% | −56,832−98.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $173.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 829 | $169.8K | 0.00% | +189+29.5% | Added |
| Trust Co of Vermont | 839 | $165.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 814 | $160.3K | 0.00% | +39+5.0% | Added |
| Toth Financial Advisory Corp | 770 | $151.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 662 | $141.7K | 0.01% | +71+12.0% | Added |
| Hanson & Doremus Investment Management | 700 | $138.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 669 | $131.8K | 0.00% | +10+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 654 | $129.4K | 0.00% | −8−1.2% | Reduced |
| S.A. Mason LLC | 650 | $128.1K | 0.07% | −25−3.7% | Reduced |
| VisionPoint Advisory Group, LLC | 649 | $127.9K | 0.05% | +93+16.7% | Added |
| Union Savings Bank | 620 | $122.1K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 600 | $118.2K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 596 | $117.4K | 0.01% | +225+60.6% | Added |
| Transamerica Financial Advisors, Inc. | 570 | $113.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 571 | $112.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 556 | $110.0K | 0.07% | +48+9.4% | Added |
| Penserra Capital Management LLC | 551 | $109.0K | 0.00% | +3+0.5% | Added |
| Quent Capital, LLC | 541 | $106.6K | 0.01% | −13−2.3% | Reduced |
| Sentry Investment Management LLC | 512 | $101.0K | 0.04% | −105−17.0% | Reduced |
| 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 |
| Financial Network Wealth Advisors LLC | 494 | $97.5K | 0.07% | +494 | New |
| DHJJ Financial Advisors, Ltd. | 492 | $96.9K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $96.7K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 491 | $96.7K | 0.03% | +491 | New |
| Laurel Wealth Advisors LLC | 483 | $95.2K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 481 | $94.8K | 0.00% | −92−16.1% | Reduced |
| Parkside Financial Bank & Trust | 467 | $92.0K | 0.01% | +2+0.4% | Added |
| Clearstead Advisors, LLC | 464 | $91.4K | 0.00% | +340+274.2% | Added |
| Massmutual Trust Co FSB | 456 | $89.8K | 0.00% | +26+6.0% | Added |
| Harbour Investments, Inc. | 453 | $89.2K | 0.00% | −31−6.4% | Reduced |
| Bangor Savings Bank | 452 | $89.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 453 | $89.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 449 | $88.5K | 0.04% | −10−2.2% | Reduced |
| Webster Bank, N. A. | 447 | $88.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 422 | $83.1K | 0.00% | +29+7.4% | Added |
| Bruce G. Allen Investments, LLC | 403 | $79.4K | 0.07% | −15−3.6% | Reduced |
| Lindbrook Capital, LLC | 398 | $78.4K | 0.01% | +33+9.0% | Added |
| Capital Advisors, Ltd. LLC | 392 | $77.0K | 0.01% | −6−1.5% | Reduced |
| First Command Advisory Services, Inc. | 390 | $76.8K | 0.00% | −17−4.2% | Reduced |
| Aspire Private Capital, LLC | 388 | $76.4K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 373 | $73.8K | 0.03% | −2−0.5% | Reduced |
| Mascoma Wealth Management LLC | 366 | $72.1K | 0.02% | +255+229.7% | Added |
| Pinnacle Bancorp, Inc. | 354 | $69.7K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 353 | $69.5K | 0.15% | −404−53.4% | Reduced |
| Harbor Investment Advisory, LLC | 350 | $69.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 346 | $68.2K | 0.00% | +98+39.5% | Added |
| Cromwell Holdings LLC | 343 | $67.8K | 0.04% | +343 | New |