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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 330 | $65.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 321 | $63.2K | 0.00% | −149−31.7% | Reduced |
| TD Waterhouse Canada Inc. | 320 | $62.9K | 0.00% | −71−18.2% | Reduced |
| HM Payson & Co | 313 | $61.7K | 0.00% | −50−13.8% | Reduced |
| Bokf, NA | 310 | $61.1K | 0.00% | −72−18.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 305 | $60.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 307 | $60.0K | 0.00% | −925−75.1% | Reduced |
| Montag A & Associates Inc | 300 | $59.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 297 | $58.5K | 0.01% | +3+1.0% | Added |
| Roble, Belko & Company, Inc | 295 | $58.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 290 | $57.1K | 0.00% | +38+15.1% | Added |
| Ransom Advisory, Ltd | 287 | $56.5K | 0.03% | +287 | New |
| HighMark Wealth Management LLC | 254 | $50.1K | 0.03% | +1+0.4% | Added |
| Crewe Advisors LLC | 254 | $50.0K | 0.01% | +186+273.5% | Added |
| Smartleaf Asset Management LLC | 249 | $49.6K | 0.01% | +59+31.1% | Added |
| PFG Private Wealth Management, LLC | 246 | $48.5K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $45.1K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 222 | $43.7K | 0.02% | +222 | New |
| Cape Investment Advisory, Inc. | 216 | $42.6K | 0.02% | −50−18.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $41.8K | 0.00% | −505−70.4% | Reduced |
| Anfield Capital Management, LLC | 196 | $38.6K | 0.02% | +196 | New |
| Geneos Wealth Management Inc. | 191 | $37.5K | 0.00% | −102−34.8% | Reduced |
| Family Firm, Inc. | 185 | $36.5K | 0.01% | +185 | New |
| Smithfield Trust Co | 170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 168 | $33.1K | 0.00% | −2−1.2% | Reduced |
| Sandy Spring Bank | 164 | $32.3K | 0.00% | +11+7.2% | Added |
| Stuart Chaussee & Associates, Inc. | 163 | $32.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 162 | $31.9K | 0.00% | +28+20.9% | Added |
| EdgeRock Capital LLC | 161 | $31.7K | 0.02% | +161 | New |
| Ofi Invest Asset Management | 167 | $30.7K | 0.00% | +19+12.8% | Added |
| JFS Wealth Advisors, LLC | 155 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 152 | $30.0K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 131 | $25.8K | 0.02% | +131 | New |
| Piscataqua Savings Bank | 125 | $24.6K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 118 | $23.4K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 112 | $23.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $21.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 109 | $21.0K | 0.00% | −166−60.4% | Reduced |
| Centerpoint Advisors, LLC | 108 | $21.0K | 0.01% | −1−0.9% | Reduced |
| Larson Financial Group LLC | 106 | $20.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 106 | $20.9K | 0.01% | −18−14.5% | Reduced |
| Atlantic Trust, LLC | 106 | $20.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $19.7K | 0.02% | +100 | New |
| Continuum Advisory, LLC | 99 | $19.5K | 0.00% | +2+2.1% | Added |
| Independence Bank of Kentucky | 95 | $18.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 95 | $18.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $18.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 83 | $16.4K | 0.00% | +3+3.8% | Added |
| Sunbelt Securities, Inc. | 82 | $16.1K | 0.00% | −8−8.9% | Reduced |
| Farmers & Merchants Investments Inc | 81 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 80 | $15.8K | 0.01% | +80 | New |
| Northwest Bank & Trust Co | 78 | $15.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 77 | $15.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 74 | $14.6K | 0.00% | +5+7.2% | Added |
| Pin Oak Investment Advisors Inc | 72 | $14.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $13.8K | 0.00% | −5−6.7% | Reduced |
| Private Wealth Management Group, LLC | 69 | $13.6K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 64 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 63 | $12.5K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $11.4K | 0.00% | +32+123.1% | Added |
| Salomon & Ludwin, LLC | 54 | $10.6K | 0.00% | −40−42.6% | Reduced |
| Criterion Capital Advisors, LLC | 53 | $10.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 53 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 52 | $10.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 52 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 51 | $10.0K | 0.01% | +51 | New |
| Ruedi Wealth Management, Inc. | 49 | $9.65K | 0.00% | +49 | New |
| Cornerstone Planning Group LLC | 46 | $9.59K | 0.00% | −8−14.8% | Reduced |
| LRI Investments, LLC | 48 | $9.46K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 47 | $9.26K | 0.01% | +47 | New |
| Gradient Investments LLC | 46 | $9.06K | 0.00% | −80−63.5% | Reduced |
| Sachetta, LLC | 42 | $9.05K | 0.00% | +35+500.0% | Added |
| PrairieView Partners, LLC | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $8.87K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 45 | $8.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 39 | $7.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $7.49K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 37 | $7.29K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 36 | $7.09K | 0.00% | −294−89.1% | Reduced |
| SJS Investment Consulting Inc. | 35 | $6.89K | 0.00% | −2−5.4% | Reduced |
| Laffer Tengler Investments | 33 | $6.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $6.50K | 0.00% | +10+43.5% | Added |
| Robinswood Financial LLC | 32 | $6.30K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 30 | $5.91K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 27 | $5.32K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 26 | $5.12K | 0.00% | +26 | New |
| Citadel Advisors LLC | 25 | $4.92K | 0.00% | −44,111−99.9% | Reduced |
| Bogart Wealth, LLC | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 25 | $4.92K | 0.00% | +6+31.6% | Added |
| Pineridge Advisors LLC | 24 | $4.73K | 0.00% | +24 | New |
| Strategic Investment Solutions, Inc. | 30 | $4.59K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 23 | $4.53K | 0.00% | +3+15.0% | Added |
| Coppell Advisory Solutions LLC | 22 | $4.39K | 0.00% | +22 | New |
| City State Bank | 21 | $4.14K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $4.00K | 0.00% | +3+16.7% | Added |
| RFP Financial Group LLC | 20 | $3.94K | 0.00% | 00.0% | Unchanged |