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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 1,403 | $301.7K | 0.20% | +1,403 | New |
| CX Institutional | 1,405 | $302.1K | 0.01% | +13+0.9% | Added |
| Profund Advisors LLC | 1,406 | $302.3K | 0.01% | −517−26.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,430 | $307.4K | 0.04% | −19−1.3% | Reduced |
| Ascent Wealth Partners, LLC | 1,440 | $309.6K | 0.04% | −69−4.6% | Reduced |
| Apella Capital, LLC | 1,450 | $309.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,442 | $310.1K | 0.01% | −91−5.9% | Reduced |
| Radnor Capital Management, LLC | 1,457 | $313.0K | 0.05% | −195−11.8% | Reduced |
| Eqis Capital Management, Inc. | 1,468 | $315.7K | 0.03% | −84−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,471 | $316.2K | 0.00% | −2,939−66.6% | Reduced |
| Foundations Investment Advisors, LLC | 1,476 | $317.4K | 0.01% | +200+15.7% | Added |
| First Affirmative Financial Network | 1,477 | $317.6K | 0.17% | −334−18.4% | Reduced |
| Stonehearth Capital Management, LLC | 1,480 | $318.2K | 0.13% | −135−8.4% | Reduced |
| Washington Trust Advisors, Inc. | 1,486 | $319.5K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,487 | $319.8K | 0.01% | +279+23.1% | Added |
| ORG Partners LLC | 1,490 | $320.6K | 0.05% | +130+9.6% | Added |
| Golden State Equity Partners | 1,500 | $322.5K | 0.05% | −834−35.7% | Reduced |
| Anchor Investment Management, LLC | 1,500 | $322.5K | 0.03% | −40−2.6% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $322.5K | 0.04% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,504 | $323.4K | 0.17% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,511 | $324.8K | 0.01% | +1,320+691.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,515 | $325.6K | 0.02% | −528−25.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,516 | $326.0K | 0.00% | −26−1.7% | Reduced |
| GTS Securities LLC | 1,516 | $326.0K | 0.01% | +1,516 | New |
| IFP Advisors, Inc | 1,516 | $326.1K | 0.01% | −112−6.9% | Reduced |
| Rockland Trust Co | 1,517 | $326.2K | 0.02% | +5+0.3% | Added |
| Main Street Financial Solutions, LLC | 1,527 | $328.3K | 0.03% | +8+0.5% | Added |
| Optas, LLC | 1,530 | $329.0K | 0.08% | −44−2.8% | Reduced |
| MBB Public Markets I LLC | 1,530 | $329.0K | 0.03% | −6,679−81.4% | Reduced |
| Venturi Wealth Management, LLC | 1,533 | $329.6K | 0.02% | +260+20.4% | Added |
| Prelude Capital Management, LLC | 1,545 | $332.2K | 0.03% | −459−22.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,547 | $332.6K | 0.01% | −106−6.4% | Reduced |
| Wolverine Trading, LLC | 1,570 | $332.9K | 0.01% | −62−3.8% | Reduced |
| Change Path, LLC | 1,548 | $333.0K | 0.01% | +81+5.5% | Added |
| Carolinas Wealth Consulting LLC | 1,557 | $336.0K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,566 | $336.7K | 0.04% | +66+4.4% | Added |
| Private Trust Co NA | 1,568 | $337.2K | 0.03% | −189−10.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,579 | $339.5K | 0.03% | +79+5.3% | Added |
| Mystic Asset Management, Inc. | 1,580 | $339.7K | 0.13% | −10−0.6% | Reduced |
| Horizon Investments, LLC | 1,583 | $340.4K | 0.01% | −90−5.4% | Reduced |
| Tobam | 1,585 | $341.0K | 0.06% | −65−3.9% | Reduced |
| Prestige Wealth Management Group LLC | 1,584 | $342.0K | 0.07% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,600 | $344.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,747 | $344.1K | 0.00% | +918+110.7% | Added |
| Wambolt & Associates, LLC | 1,603 | $344.2K | 0.09% | −642−28.6% | Reduced |
| Unique Wealth, LLC | 1,604 | $344.9K | 0.08% | +95+6.3% | Added |
| Silver Oak Securities, Inc | 1,629 | $345.3K | 0.04% | +501+44.4% | Added |
| Argonautica Private Wealth Management, Inc | 1,611 | $346.5K | 0.11% | −1−0.1% | Reduced |
| Martingale Asset Management L P | 1,618 | $347.9K | 0.01% | −1,877−53.7% | Reduced |
| Empire Financial Management Company, LLC | 1,624 | $349.4K | 0.11% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,625 | $349.4K | 0.00% | −315−16.2% | Reduced |
| BSW Wealth Partners | 1,627 | $349.9K | 0.05% | +91+5.9% | Added |
| Ballentine Partners, LLC | 1,628 | $350.1K | 0.01% | +64+4.1% | Added |
| Gibbs Wealth Management | 1,631 | $350.7K | 0.11% | +198+13.8% | Added |
| Campion Asset Management LLC | 1,640 | $352.6K | 0.26% | −95−5.5% | Reduced |
| Norden Group LLC | 1,653 | $355.4K | 0.04% | +316+23.6% | Added |
| Eagle Bay Advisors LLC | 1,654 | $357.1K | 0.14% | −301−15.4% | Reduced |
| Wedmont Private Capital | 1,664 | $358.1K | 0.02% | +241+16.9% | Added |
| American National Bank | 1,676 | $360.4K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,687 | $362.8K | 0.00% | −21−1.2% | Reduced |
| Strategy Asset Managers LLC | 1,699 | $365.3K | 0.07% | −185−9.8% | Reduced |
| Belpointe Asset Management LLC | 1,700 | $365.7K | 0.02% | +444+35.4% | Added |
| Vivaldi Capital Management, LLC | 1,713 | $368.3K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,717 | $369.2K | 0.04% | −18−1.0% | Reduced |
| Keybank National Association | 1,723 | $370.5K | 0.00% | +626+57.1% | Added |
| Quotient Wealth Partners, LLC | 1,729 | $371.8K | 0.01% | +6+0.3% | Added |
| Central Trust Co | 1,738 | $373.7K | 0.01% | −73−4.0% | Reduced |
| Mutual Advisors, LLC | 1,736 | $376.3K | 0.01% | +320+22.6% | Added |
| Baker Avenue Asset Management, LP | 1,761 | $378.7K | 0.01% | +46+2.7% | Added |
| Compass Ion Advisors, LLC | 1,774 | $381.5K | 0.05% | +250+16.4% | Added |
| Vista Wealth Management Group, LLC | 1,792 | $385.3K | 0.03% | +44+2.5% | Added |
| Eastern Bank | 1,798 | $386.6K | 0.01% | +1,798 | New |
| Marco Investment Management LLC | 1,800 | $387.1K | 0.03% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,803 | $387.7K | 0.32% | −43−2.3% | Reduced |
| Signaturefd, LLC | 1,815 | $390.2K | 0.01% | +20+1.1% | Added |
| Cynosure Management, LLC | 1,820 | $391.4K | 0.06% | −9,569−84.0% | Reduced |
| Tectonic Advisors LLC | 1,841 | $395.8K | 0.03% | +70+4.0% | Added |
| Portside Wealth Group, LLC | 1,852 | $398.2K | 0.07% | +248+15.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,867 | $401.4K | 0.01% | +64+3.5% | Added |
| Icon Wealth Advisors, LLC | 1,884 | $405.1K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 1,915 | $411.8K | 0.05% | +3+0.2% | Added |
| Mindset Wealth Management, LLC | 1,917 | $412.2K | 0.17% | +1,917 | New |
| Resources Management Corp | 1,955 | $420.0K | 0.06% | −20−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,960 | $421.5K | 0.09% | +1,960 | New |
| Ifrah Financial Services, Inc. | 1,968 | $423.2K | 0.11% | −28−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 1,971 | $423.8K | 0.01% | −33−1.6% | Reduced |
| Dark Forest Capital Management LP | 1,975 | $424.7K | 0.05% | +1,975 | New |
| Boothbay Fund Management, LLC | 1,981 | $426.0K | 0.01% | +1,981 | New |
| LifePro Asset Management | 2,040 | $438.7K | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 2,044 | $439.5K | 0.01% | −8−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 2,049 | $440.0K | 0.03% | −141−6.4% | Reduced |
| Bridges Investment Management Inc | 2,054 | $441.7K | 0.01% | +3+0.1% | Added |
| Everpar Advisors LLC | 2,055 | $441.9K | 0.23% | −179−8.0% | Reduced |
| First Heartland Consultants, Inc. | 2,055 | $442.0K | 0.05% | +100+5.1% | Added |
| Moody Aldrich Partners LLC | 2,062 | $443.4K | 0.08% | −10.0% | Reduced |
| NorthRock Partners, LLC | 2,057 | $444.1K | 0.01% | −58−2.7% | Reduced |
| Aberdeen Wealth Management LLC | 2,069 | $444.9K | 0.29% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,136 | $459.3K | 0.02% | +6+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,151 | $462.6K | 0.06% | −348−13.9% | Reduced |
| National Asset Management, Inc. | 2,161 | $466.3K | 0.01% | −456−17.4% | Reduced |