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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.

Q3 2024 vs. Q2 2024

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of BR: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders93081,016+94
Shares106.1M10.4M104.5M+8.79M (+9.2%)
Value$20.9B$2.04B$22.4B+$3.57B (+19.0%)

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (140)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 140 by value.

Institutions new to BR in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.10,262,316$2.21B0.05%
Renaissance Technologies LLC240,900$51.8M0.08%
Junto Capital Management LP210,137$45.2M1.02%
B. Metzler seel. Sohn & Co. Holding AG208,090$44.7M0.44%
Two Sigma Investments, LP128,559$27.6M0.06%
Distillate Capital Partners LLC78,589$16.9M0.85%
Trexquant Investment LP67,174$14.4M0.18%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund38,142$8.20M0.08%
ExodusPoint Capital Management, LP33,208$7.14M0.07%
Los Angeles Capital Management LLC32,708$7.03M0.03%
Teza Capital Management LLC27,415$5.90M0.65%
Campbell & CO Investment Adviser LLC27,033$5.81M0.43%
Kovitz Investment Group Partners, LLC25,819$5.15M0.04%
Connor, Clark & Lunn Investment Management Ltd.20,495$4.41M0.02%
Two Sigma Advisers, LP20,400$4.39M0.01%
Lyell Wealth Management, LP19,643$4.22M0.38%
Shell Asset Management Co18,740$4.03M0.18%
Woodley Farra Manion Portfolio Management Inc17,963$3.88M0.20%
Laurion Capital Management LP17,764$3.82M0.25%
Twinbeech Capital LP16,995$3.65M0.07%
Bryn Mawr Trust Co16,415$3.53M0.06%
HRT Financial LP16,283$3.50M0.02%
Signal Advisors Wealth, LLC14,497$3.12M0.45%
Capital Fund Management S.A.11,318$2.43M0.03%
Verition Fund Management LLC10,814$2.33M0.02%
Quest Partners LLC10,467$2.25M0.20%
American Trust10,386$2.23M0.18%
Capitolis Liquid Global Markets LLC9,540$2.05M0.02%
Centiva Capital, LP7,274$1.56M0.07%
Healthcare of Ontario Pension Plan Trust Fund7,200$1.55M0.00%
Neo Ivy Capital Management6,744$1.45M0.47%
Dean Capital Management6,667$1.43M0.61%
Axq Capital, LP6,603$1.42M0.43%
Qsemble Capital Management, LP6,565$1.41M0.26%
Brevan Howard Capital Management LP6,021$1.29M0.06%
Western Wealth Management, LLC5,907$1.27M0.07%
Oak Thistle LLC5,821$1.25M0.41%
Avitas Wealth Management LLC5,250$1.13M0.16%
Lecap Asset Management Ltd4,592$987.4K0.21%
Nicholson Wealth Management Group, LLC4,256$915.2K0.75%
Machina Capital S.A.S.3,874$833.0K0.33%
Financial Engines Advisors L.L.C.3,663$790.8K0.00%
Balyasny Asset Management LLC3,616$777.5K0.00%
Tudor Investment Corp Et Al3,608$775.8K0.01%
Blueshift Asset Management, LLC3,507$754.1K0.19%
SWMG, LLC3,161$723.9K0.30%
Ninety One North America, Inc.3,328$715.6K0.05%
ISAM Funds (UK) Ltd2,968$638.2K0.36%
Atomi Financial Group, Inc.2,938$631.7K0.04%
XTX Topco Ltd2,825$607.5K0.04%
Moody Lynn & Lieberson, LLC2,787$599.3K0.04%
International Assets Investment Management, LLC127,728$594.0K0.00%
Advisors Preferred, LLC2,565$550.7K0.08%
Algert Global LLC2,520$541.9K0.01%
Fiduciary Family Office, LLC2,489$535.2K0.18%
Gsa Capital Partners LLP2,458$529.0K0.04%
Jump Financial, LLC2,345$504.2K0.01%
Sterling Capital Management LLC2,338$502.7K0.01%
Horizon Kinetics Asset Management LLC2,248$483.4K0.01%
Boothbay Fund Management, LLC1,981$426.0K0.01%
Dark Forest Capital Management LP1,975$424.7K0.05%
Aster Capital Management (DIFC) Ltd1,960$421.5K0.09%
Mindset Wealth Management, LLC1,917$412.2K0.17%
Eastern Bank1,798$386.6K0.01%
GTS Securities LLC1,516$326.0K0.01%
Keebeck Alpha, LP1,403$301.7K0.20%
Washington Trust Bank1,400$301.0K0.03%
Abn Amro Investment Solutions1,365$293.5K0.01%
Mairs & Power Inc1,350$290.3K0.00%
Safe Harbor Fiduciary, LLC1,344$289.0K0.27%
IHT Wealth Management, LLC1,340$288.0K0.01%
One + One Wealth Management, LLC1,228$264.1K0.16%
CWA Asset Management Group, LLC1,210$260.2K0.01%
Buckingham Strategic Partners1,193$256.7K0.01%
KFG Wealth Management, LLC1,192$256.3K0.06%
RMB Capital Management, LLC1,183$254.4K0.01%
DRW Securities, LLC1,122$241.3K0.01%
Fullerton Fund Management Co Ltd.1,098$236.1K0.01%
Mayflower Financial Advisors, LLC1,046$224.9K0.03%
Up Strategic Wealth Investment Advisors LLC1,037$223.0K0.25%
J.W. Cole Advisors, Inc.1,031$221.7K0.01%
Tradition Wealth Management, LLC1,011$217.4K0.02%
Moseley Investment Management Inc1,010$217.2K0.09%
Goldstone Financial Group, LLC1,008$216.8K0.04%
Independent Financial Group, LLC1,006$216.4K0.01%
Graypoint LLC1,006$216.3K0.01%
River Wealth Advisors LLC1,005$216.1K0.03%
Chicago Partners Investment Group LLC996$215.5K0.01%
Cross Staff Investments Inc1,000$215.0K0.17%
Jmac Enterprises LLC1,000$215.0K0.03%
Barnes Pettey Financial Advisors, LLC1,000$215.0K0.17%
Renasant Bank998$214.6K0.14%
D.A. Davidson & Co.987$212.2K0.00%
Prime Capital Investment Advisors, LLC978$210.3K0.00%
Covenant Partners, LLC973$209.2K0.06%
Ledyard National Bank968$208.1K0.02%
Sunburst Financial Group, LLC965$207.5K0.05%
Goldstein Advisors, LLC963$207.1K0.03%
Avantax Planning Partners, Inc.955$205.4K0.01%
Westover Capital Advisors, LLC955$205.4K0.04%

Sold out (46)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of BR in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Premier Fund Managers Ltd200,000$39.8M
Boston Private Wealth LLC86,978$17.1M
1623 Capital LLC61,600$12.1M
Holocene Advisors, LP28,264$5.57M
Susquehanna Portfolio Strategies, LLC22,245$4.38M
La Banque Postale Asset Management SA15,597$3.07M
Peak Financial Advisors LLC14,018$2.76M
CenterBook Partners LP13,217$2.60M
Occudo Quantitative Strategies LP10,383$2.05M
SYSTM Wealth Solutions LLC8,922$1.76M
OmniStar Financial Group, Inc.3,378$665.5K
Symmetry Partners, LLC3,329$656.0K
Fox Run Management, L.L.C.3,190$628.4K
Platform Technology Partners3,154$621.3K
IFG Advisory, LLC2,931$577.4K
Natixis2,442$481.1K
Brighton Jones LLC2,173$428.2K
Confluence Wealth Services, Inc.2,013$396.6K
M Holdings Securities, Inc.1,857$366.0K
Scientech Research LLC1,667$328.4K
Asahi Life Asset Management Co., Ltd.1,665$328.0K
Stevens Capital Management LP1,382$272.0K
MQS Management LLC1,364$268.7K
Wedbush Securities Inc1,217$240.0K
Woodline Partners LP1,068$210.4K
Essex Financial Services, Inc.965$208.5K
Maripau Wealth Management LLC1,027$203.1K
Opal Wealth Advisors, LLC491$96.7K
Valley National Advisers Inc453$89.0K
Crewe Advisors LLC254$50.0K
Triad Wealth Partners, LLC222$43.7K
Family Firm, Inc.185$36.5K
EdgeRock Capital LLC161$31.7K
Redwood Wealth Management Group, LLC131$25.8K
Wetzel Investment Advisors, Inc.112$23.0K
Tyler-Stone Wealth Management51$10.0K
Ruedi Wealth Management, Inc.49$9.65K
Fairway Wealth LLC47$9.26K
Gradient Investments LLC46$9.06K
Laffer Tengler Investments33$6.50K
Pineridge Advisors LLC24$4.73K
RFP Financial Group LLC20$3.94K
Pacific Capital Wealth Advisors, Inc18$3.55K
ZRC Wealth Management, LLC14$2.76K
West Paces Advisors Inc.11$2.17K
Unique Wealth Strategies, LLC8$1.64K

Not filed for Q3 2024 yet (8)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.10,126,533$1.99B
Benjamin F. Edwards & Company, Inc.138,806$27.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)33,842$6.67M
Susquehanna Fundamental Investments, LLC30,887$6.08M
Institutional & Family Asset Management, LLC23,160$4.56M
Spotlight Asset Group, Inc.2,249$443.1K
Ofi Invest Asset Management167$30.7K
Sofos Investments, Inc.3$591