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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 111 | $23.9K | 0.00% | +111 | New |
| McClarren Financial Advisors, Inc. | 119 | $25.0K | 0.03% | −78−39.6% | Reduced |
| Valued Wealth Advisors LLC | 117 | $25.3K | 0.02% | −1−0.8% | Reduced |
| Bogart Wealth, LLC | 121 | $26.0K | 0.00% | +96+384.0% | Added |
| Larson Financial Group LLC | 122 | $26.2K | 0.00% | +16+15.1% | Added |
| Ogorek Anthony Joseph | 153 | $32.0K | 0.01% | +1+0.7% | Added |
| True Wealth Design, LLC | 149 | $32.0K | 0.01% | +142+2,028.6% | Added |
| Sandy Spring Bank | 153 | $32.9K | 0.00% | −11−6.7% | Reduced |
| JFS Wealth Advisors, LLC | 157 | $33.8K | 0.00% | +2+1.3% | Added |
| Cape Investment Advisory, Inc. | 160 | $34.4K | 0.01% | −56−25.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 163 | $35.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $36.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 168 | $36.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 169 | $36.3K | 0.00% | +7+4.3% | Added |
| Evergreen Private Wealth LLC | 174 | $37.4K | 0.02% | +174 | New |
| Hazlett, Burt & Watson, Inc. | 175 | $38.0K | 0.02% | +175 | New |
| FSA Wealth Management LLC | 184 | $39.5K | 0.02% | +184 | New |
| Anfield Capital Management, LLC | 196 | $42.1K | 0.02% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 211 | $45.4K | 0.02% | +211 | New |
| Truvestments Capital LLC | 211 | $45.4K | 0.01% | +211 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $46.9K | 0.00% | +6+2.8% | Added |
| Bruce G. Allen Investments, LLC | 221 | $47.5K | 0.04% | −182−45.2% | Reduced |
| Central Pacific Bank - Trust Division | 224 | $48.2K | 0.01% | −2,007−90.0% | Reduced |
| Front Row Advisors LLC | 225 | $48.6K | 0.02% | −148−39.7% | Reduced |
| Asset Dedication, LLC | 229 | $49.2K | 0.00% | −117−33.8% | Reduced |
| Blume Capital Management, Inc. | 229 | $49.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 231 | $49.6K | 0.12% | −122−34.6% | Reduced |
| Piscataqua Savings Bank | 235 | $50.5K | 0.04% | +110+88.0% | Added |
| Reuter James Wealth Management, LLC | 235 | $50.5K | 0.01% | +235 | New |
| PFG Private Wealth Management, LLC | 246 | $52.9K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 255 | $54.9K | 0.03% | +1+0.4% | Added |
| Ransom Advisory, Ltd | 287 | $61.7K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $63.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 296 | $63.6K | 0.01% | −1−0.3% | Reduced |
| GeoWealth Management, LLC | 297 | $63.9K | 0.00% | −184−38.3% | Reduced |
| Alpine Bank Wealth Management | 300 | $64.5K | 0.01% | +300 | New |
| Montag A & Associates Inc | 300 | $64.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 310 | $66.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 311 | $66.9K | 0.00% | −2−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 320 | $68.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 330 | $71.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 335 | $72.0K | 0.00% | +28+9.1% | Added |
| Cromwell Holdings LLC | 343 | $74.1K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 350 | $75.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $76.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 366 | $78.7K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 388 | $83.4K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $83.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 392 | $84.0K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 401 | $86.2K | 0.04% | +401 | New |
| Parkside Financial Bank & Trust | 405 | $87.1K | 0.01% | −62−13.3% | Reduced |
| Lindbrook Capital, LLC | 417 | $89.7K | 0.01% | +19+4.8% | Added |
| St Germain D J Co Inc | 422 | $90.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 423 | $91.0K | 0.01% | +400+1,739.1% | Added |
| Webster Bank, N. A. | 428 | $92.0K | 0.01% | −19−4.3% | Reduced |
| Acadian Asset Management LLC | 438 | $94.0K | 0.00% | −477−52.1% | Reduced |
| Bangor Savings Bank | 452 | $97.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 454 | $97.6K | 0.04% | +5+1.1% | Added |
| Chilton Capital Management LLC | 456 | $98.1K | 0.00% | −140−23.5% | Reduced |
| Laurel Wealth Advisors LLC | 468 | $100.6K | 0.02% | −15−3.1% | Reduced |
| Massmutual Trust Co FSB | 469 | $100.8K | 0.00% | +13+2.9% | Added |
| Financial Network Wealth Advisors LLC | 475 | $102.1K | 0.08% | −19−3.8% | Reduced |
| Harbour Investments, Inc. | 478 | $102.8K | 0.00% | +25+5.5% | Added |
| Lowe Wealth Advisors, LLC | 491 | $105.6K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 492 | $105.8K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 506 | $107.3K | 0.01% | +257+103.2% | Added |
| West Oak Capital, LLC | 500 | $107.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $107.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $107.5K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 512 | $110.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 517 | $110.5K | 0.01% | −24−4.4% | Reduced |
| Covestor Ltd | 526 | $113.0K | 0.07% | −30−5.4% | Reduced |
| Penserra Capital Management LLC | 557 | $118.0K | 0.00% | +6+1.1% | Added |
| Armstrong Advisory Group, Inc | 571 | $122.8K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 600 | $129.0K | 0.05% | 00.0% | Unchanged |
| Kennebec Savings Bank | 600 | $129.0K | 0.13% | +600 | New |
| Union Savings Bank | 620 | $133.3K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 621 | $133.5K | 0.00% | +300+93.5% | Added |
| Exchange Traded Concepts, LLC | 635 | $136.5K | 0.00% | +635 | New |
| S.A. Mason LLC | 650 | $139.8K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 654 | $141.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 658 | $141.6K | 0.01% | −4−0.6% | Reduced |
| Skopos Labs, Inc. | 662 | $142.3K | 0.05% | +662 | New |
| Assetmark, Inc | 667 | $143.4K | 0.00% | +377+130.0% | Added |
| nVerses Capital, LLC | 700 | $150.5K | 0.07% | +700 | New |
| Hanson & Doremus Investment Management | 700 | $151.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 736 | $158.3K | 0.00% | +272+58.6% | Added |
| Toth Financial Advisory Corp | 770 | $165.6K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 782 | $168.2K | 0.00% | −714−47.7% | Reduced |
| Quarry LP | 802 | $172.5K | 0.05% | +696+656.6% | Added |
| VisionPoint Advisory Group, LLC | 819 | $176.1K | 0.06% | +170+26.2% | Added |
| Trust Co of Vermont | 855 | $183.9K | 0.01% | +16+1.9% | Added |
| Edmond de Rothschild Holding S.A. | 882 | $189.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 886 | $190.6K | 0.01% | +581+190.5% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $193.5K | 0.04% | +900 | New |
| AlphaCentric Advisors LLC | 928 | $199.5K | 0.15% | −62−6.3% | Reduced |
| Oarsman Capital, Inc. | 935 | $201.1K | 0.04% | −96−9.3% | Reduced |
| Great Valley Advisor Group, Inc. | 952 | $204.2K | 0.01% | +952 | New |
| Colonial Trust Co | 950 | $204.3K | 0.03% | +2+0.2% | Added |
| Parallel Advisors, LLC | 951 | $204.5K | 0.00% | +137+16.8% | Added |