Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
1,016
+94 vs. Q2 2024
Shares held
104.5M
+8.79M (+9.2%) vs. Q2 2024
Total value
$22.4B
+$3.57B (+19.0%) vs. Q2 2024
New holders
140
358 more added
Sold out
46
354 more reduced

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,016 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 heldQ3 2024: $22.4B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2024.

Institutions holding BR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC2$00.00%+2New
Dogwood Wealth Management LLC0$30.00%0Unchanged
NVWM, LLC1$2150.00%00.0%Unchanged
Chesapeake Asset Management LLC1$2150.00%+1New
Ancora Advisors, LLC1$2150.00%+1New
Rakuten Securities, Inc.2$4300.00%00.0%Unchanged
Mattson Financial Services, LLC3$5910.00%00.0%Unchanged
CoreCap Advisors, LLC3$6450.00%−6−66.7%Reduced
Riverview Trust Co4$8600.00%+4New
Riggs Asset Managment Co. Inc.4$8610.00%00.0%Unchanged
Claris Advisors, LLC5$1.07K0.00%+5New
TFC Financial Management5$1.08K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$1.29K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$1.50K0.00%00.0%Unchanged
Talon Private Wealth, LLC8$1.72K0.00%+8New
Transamerica Financial Advisors, Inc.7$2.00K0.00%−563−98.8%Reduced
Avion Wealth12$2.00K0.00%+2+20.0%Added
Raffa Wealth Management, LLC11$2.37K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.11$2.37K0.00%00.0%Unchanged
Tucker Asset Management LLC11$2.37K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.11$2.37K0.00%+11New
Red Tortoise LLC12$2.58K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC12$2.58K0.00%+12New
Jackson, Grant Investment Advisers, Inc.13$2.79K0.00%00.0%Unchanged
Beacon Capital Management, LLC13$2.79K0.00%+13New
VitalStone Financial, LLC14$3.01K0.00%−1−6.7%Reduced
Addison Advisors LLC14$3.01K0.00%+14New
LRI Investments, LLC16$3.64K0.00%−32−66.7%Reduced
SJS Investment Consulting Inc.17$3.66K0.00%−18−51.4%Reduced
DiNuzzo Private Wealth, Inc.17$3.66K0.00%00.0%Unchanged
Gables Capital Management Inc.17$3.66K0.00%+17New
Hexagon Capital Partners LLC17$3.66K0.00%+17New
McIlrath & Eck, LLC18$3.87K0.00%00.0%Unchanged
Abound Wealth Management18$3.87K0.00%00.0%Unchanged
Raleigh Capital Management Inc.18$3.87K0.00%+3+20.0%Added
C M Bidwell & Associates Ltd18$3.87K0.00%+18New
Newbridge Financial Services Group, Inc.20$4.30K0.00%00.0%Unchanged
City State Bank21$4.52K0.00%00.0%Unchanged
Hollencrest Capital Management21$4.52K0.00%+21New
Coppell Advisory Solutions LLC22$4.74K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC22$4.75K0.00%+22New
Financial Management Professionals, Inc.25$5.00K0.00%+4+19.0%Added
Dunhill Financial, LLC24$5.11K0.00%+13+118.2%Added
Gilliland Jeter Wealth Management LLC26$5.59K0.00%00.0%Unchanged
First Pacific Financial26$5.59K0.00%+1+4.0%Added
Versant Capital Management, Inc27$5.81K0.00%−31−53.4%Reduced
Iron Horse Wealth Management, LLC27$5.81K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$6.45K0.00%00.0%Unchanged
First Financial Corp30$6.45K0.00%00.0%Unchanged
Robinswood Financial LLC32$6.88K0.00%00.0%Unchanged
Capital Performance Advisors LLP32$6.88K0.00%+32New
Bell Investment Advisors, Inc35$7.53K0.00%+2+6.1%Added
Annis Gardner Whiting Capital Advisors, LLC36$7.80K0.00%−34−48.6%Reduced
M&R Capital Management Inc37$7.96K0.00%00.0%Unchanged
Cornerstone Planning Group LLC38$8.08K0.00%−8−17.4%Reduced
Frazier Financial Advisors, LLC38$8.17K0.01%00.0%Unchanged
North Star Investment Management Corp.39$8.39K0.00%00.0%Unchanged
Sachetta, LLC42$9.05K0.00%00.0%Unchanged
Creative Financial Designs Inc43$9.25K0.00%+43New
Fortitude Family Office, LLC45$9.68K0.00%00.0%Unchanged
Byrne Asset Management LLC45$9.68K0.01%+45New
Glass Jacobson Investment Advisors llc45$9.68K0.00%00.0%Unchanged
PrairieView Partners, LLC49$10.0K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC53$10.4K0.01%00.0%Unchanged
West Branch Capital LLC50$10.8K0.00%−27−35.1%Reduced
New Millennium Group LLC51$11.0K0.01%00.0%Unchanged
Hallmark Capital Management Inc52$11.2K0.00%00.0%Unchanged
Investors Research Corp52$11.2K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$11.4K0.00%00.0%Unchanged
Coston, McIsaac & Partners64$13.0K0.00%00.0%Unchanged
Rise Advisors, LLC64$13.7K0.01%+1+1.6%Added
First United Bank Trust64$13.8K0.00%00.0%Unchanged
Global Financial Private Client, LLC64$13.8K0.01%+64New
Private Wealth Management Group, LLC69$14.8K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc72$15.0K0.01%00.0%Unchanged
IMA Wealth, Inc.73$15.8K0.00%+73New
Salem Investment Counselors Inc75$16.2K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC77$16.6K0.01%+77New
Northwest Bank & Trust Co78$16.8K0.01%00.0%Unchanged
Ashton Thomas Securities, LLC78$16.8K0.00%+78New
Hemington Wealth Management82$17.0K0.00%+82New
CVA Family Office, LLC80$17.2K0.00%−3−3.6%Reduced
Fairfield Financial Advisors, LTD80$17.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC80$17.2K0.00%+6+8.1%Added
Farmers & Merchants Investments Inc81$17.4K0.00%00.0%Unchanged
Sunbelt Securities, Inc.82$17.6K0.00%00.0%Unchanged
Centerpoint Advisors, LLC89$19.0K0.01%−19−17.6%Reduced
Capital Analysts, LLC88$19.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC90$19.4K0.01%−5−5.3%Reduced
Caldwell Trust Co93$20.0K0.00%00.0%Unchanged
Walleye Trading LLC94$20.2K0.00%+94New
Independence Bank of Kentucky95$20.4K0.00%00.0%Unchanged
Baldwin Brothers Inc97$20.9K0.00%+89+1,112.5%Added
Wolff Wiese Magana LLC100$21.5K0.01%00.0%Unchanged
Continuum Advisory, LLC97$22.1K0.00%−2−2.0%Reduced
Headlands Technologies LLC106$22.8K0.00%+106New
Atlantic Trust, LLC106$22.8K0.01%00.0%Unchanged
Lazard Asset Management LLC109$23.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC107$23.0K0.00%+53+98.1%Added
Oakworth Capital, Inc.109$23.4K0.00%00.0%Unchanged