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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 955 | $205.4K | 0.01% | +955 | New |
| Westover Capital Advisors, LLC | 955 | $205.4K | 0.04% | +955 | New |
| Goldstein Advisors, LLC | 963 | $207.1K | 0.03% | +963 | New |
| David Loasby | 964 | $207.3K | 0.02% | −51−5.0% | Reduced |
| Sunburst Financial Group, LLC | 965 | $207.5K | 0.05% | +965 | New |
| Ledyard National Bank | 968 | $208.1K | 0.02% | +968 | New |
| Covenant Partners, LLC | 973 | $209.2K | 0.06% | +973 | New |
| Cadent Capital Advisors, LLC | 977 | $210.1K | 0.07% | −320−24.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 978 | $210.3K | 0.00% | +978 | New |
| D.A. Davidson & Co. | 987 | $212.2K | 0.00% | +987 | New |
| Brown Brothers Harriman & Co | 998 | $214.6K | 0.00% | +329+49.2% | Added |
| Renasant Bank | 998 | $214.6K | 0.14% | +998 | New |
| Cross Staff Investments Inc | 1,000 | $215.0K | 0.17% | +1,000 | New |
| Jmac Enterprises LLC | 1,000 | $215.0K | 0.03% | +1,000 | New |
| Barnes Pettey Financial Advisors, LLC | 1,000 | $215.0K | 0.17% | +1,000 | New |
| Chicago Partners Investment Group LLC | 996 | $215.5K | 0.01% | +996 | New |
| River Wealth Advisors LLC | 1,005 | $216.1K | 0.03% | +1,005 | New |
| Graypoint LLC | 1,006 | $216.3K | 0.01% | +1,006 | New |
| Independent Financial Group, LLC | 1,006 | $216.4K | 0.01% | +1,006 | New |
| Goldstone Financial Group, LLC | 1,008 | $216.8K | 0.04% | +1,008 | New |
| Moseley Investment Management Inc | 1,010 | $217.2K | 0.09% | +1,010 | New |
| Patron Partners Advisors, LLC | 1,011 | $217.4K | 0.12% | −38−3.6% | Reduced |
| Tradition Wealth Management, LLC | 1,011 | $217.4K | 0.02% | +1,011 | New |
| RDA Financial Network | 1,015 | $218.3K | 0.07% | −25−2.4% | Reduced |
| Allred Capital Management, LLC | 1,024 | $220.2K | 0.09% | −1−0.1% | Reduced |
| Jacobsen Capital Management | 1,025 | $220.4K | 0.09% | −149−12.7% | Reduced |
| Fiduciary Planning LLC | 1,031 | $221.6K | 0.08% | −16−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,031 | $221.7K | 0.01% | +1,031 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,037 | $223.0K | 0.25% | +1,037 | New |
| Umb Bank N A | 1,040 | $223.6K | 0.00% | +86+9.0% | Added |
| Clark Capital Management Group, Inc. | 1,046 | $224.9K | 0.00% | −8−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,046 | $224.9K | 0.03% | +1,046 | New |
| Pavion Blue Capital, LLC | 1,053 | $226.4K | 0.11% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,057 | $227.3K | 0.03% | −1−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,079 | $232.0K | 0.01% | −8−0.7% | Reduced |
| First Manhattan Co | 1,083 | $233.8K | 0.00% | +6+0.6% | Added |
| Fullerton Fund Management Co Ltd. | 1,098 | $236.1K | 0.01% | +1,098 | New |
| Hudson Capital Management LLC | 1,100 | $236.5K | 0.08% | −100−8.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,103 | $237.2K | 0.03% | −56−4.8% | Reduced |
| First Horizon Advisors, Inc. | 1,105 | $237.6K | 0.01% | +160+16.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,110 | $238.7K | 0.03% | −105−8.6% | Reduced |
| Claro Advisors LLC | 1,110 | $238.7K | 0.03% | +17+1.6% | Added |
| Astoria Portfolio Advisors LLC. | 1,082 | $238.9K | 0.08% | +29+2.8% | Added |
| Davies Financial Advisors, Inc. | 1,119 | $240.6K | 0.21% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,122 | $241.3K | 0.01% | +1,122 | New |
| SRS Capital Advisors, Inc. | 1,128 | $242.7K | 0.02% | +42+3.9% | Added |
| Park National Corp | 1,132 | $243.4K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,132 | $243.4K | 0.01% | +7+0.6% | Added |
| Courier Capital LLC | 1,139 | $244.9K | 0.02% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,150 | $247.2K | 0.09% | +5+0.4% | Added |
| Novak & Powell Financial Services, Inc. | 1,152 | $247.8K | 0.14% | +3+0.3% | Added |
| MCF Advisors LLC | 1,152 | $248.4K | 0.02% | −1−0.1% | Reduced |
| Key Financial Inc | 1,163 | $250.1K | 0.06% | +4+0.3% | Added |
| Clarius Group, LLC | 1,169 | $250.3K | 0.02% | +13+1.1% | Added |
| Phillips Wealth Planners LLC | 1,151 | $252.3K | 0.24% | −18−1.5% | Reduced |
| RMB Capital Management, LLC | 1,183 | $254.4K | 0.01% | +1,183 | New |
| Equitable Trust Co | 1,189 | $255.7K | 0.02% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,192 | $256.3K | 0.06% | +1,192 | New |
| Samalin Investment Counsel, LLC | 1,193 | $256.5K | 0.11% | +2+0.2% | Added |
| Buckingham Strategic Partners | 1,193 | $256.7K | 0.01% | +1,193 | New |
| Aull & Monroe Investment Management Corp | 1,201 | $258.3K | 0.12% | −25−2.0% | Reduced |
| Enterprise Bank & Trust Co | 1,201 | $258.3K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,210 | $260.2K | 0.01% | +1,210 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,225 | $263.0K | 0.15% | +9+0.7% | Added |
| Seeds Investor LLC | 1,224 | $263.1K | 0.10% | −184−13.1% | Reduced |
| Strategic Blueprint, LLC | 1,225 | $263.4K | 0.02% | −1−0.1% | Reduced |
| Keystone Financial Services | 1,226 | $263.6K | 0.10% | −334−21.4% | Reduced |
| Cigna Investments Inc | 1,225 | $264.0K | 0.05% | −23−1.8% | Reduced |
| One + One Wealth Management, LLC | 1,228 | $264.1K | 0.16% | +1,228 | New |
| Miracle Mile Advisors, LLC | 1,229 | $264.4K | 0.01% | +114+10.2% | Added |
| CWS Financial Advisors, LLC | 1,236 | $265.8K | 0.09% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,238 | $266.0K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 1,245 | $267.7K | 0.00% | −153−10.9% | Reduced |
| Avestar Capital, LLC | 1,248 | $268.4K | 0.03% | +48+4.0% | Added |
| We Are One Seven, LLC | 1,254 | $269.7K | 0.01% | +123+10.9% | Added |
| Walleye Capital LLC | 1,272 | $273.5K | 0.00% | −534−29.6% | Reduced |
| Nixon Peabody Trust Co | 1,275 | $274.2K | 0.02% | −155−10.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,285 | $276.2K | 0.02% | −28−2.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,299 | $279.3K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,310 | $281.7K | 0.04% | +2+0.2% | Added |
| Alera Investment Advisors, LLC | 1,312 | $282.1K | 0.03% | +13+1.0% | Added |
| Allworth Financial LP | 1,314 | $282.6K | 0.00% | +25+1.9% | Added |
| Choate Investment Advisors | 1,321 | $284.1K | 0.01% | −91−6.4% | Reduced |
| Traphagen Investment Advisors LLC | 1,327 | $285.3K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,340 | $288.0K | 0.01% | +1,340 | New |
| Safe Harbor Fiduciary, LLC | 1,344 | $289.0K | 0.27% | +1,344 | New |
| Mairs & Power Inc | 1,350 | $290.3K | 0.00% | +1,350 | New |
| Rehmann Capital Advisory Group | 1,343 | $290.5K | 0.02% | −33−2.4% | Reduced |
| Capital Investment Counsel, Inc | 1,352 | $290.8K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,353 | $290.9K | 0.01% | +96+7.6% | Added |
| Atlas Brown,Inc. | 1,357 | $291.8K | 0.10% | +1+0.1% | Added |
| Ewa, LLC | 1,286 | $292.7K | 0.10% | +5+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,364 | $293.3K | 0.03% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 1,365 | $293.5K | 0.01% | +1,365 | New |
| QSV Equity Investors LLC | 1,372 | $295.0K | 0.28% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,385 | $297.8K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,391 | $299.0K | 0.00% | +6+0.4% | Added |
| State of Wyoming | 1,394 | $299.8K | 0.04% | +1,358+3,772.2% | Added |
| Operose Advisors LLC | 1,400 | $301.0K | 0.10% | 00.0% | Unchanged |
| Washington Trust Bank | 1,400 | $301.0K | 0.03% | +1,400 | New |