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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.

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
GAMMA Investing LLC2,178$468.3K0.05%+620+39.8%Added
HB Wealth Management, LLC2,186$470.2K0.01%+104+5.0%Added
Ci Investments Inc.2,210$475.0K0.00%+60+2.8%Added
Global Retirement Partners, LLC2,217$476.8K0.01%−513−18.8%Reduced
Snowden Capital Advisors LLC2,211$477.0K0.01%+346+18.6%Added
Wetherby Asset Management Inc2,223$478.0K0.02%−24−1.1%Reduced
Huntington National Bank2,233$480.2K0.00%+61+2.8%Added
Segment Wealth Management, LLC2,244$482.5K0.03%00.0%Unchanged
Horizon Kinetics Asset Management LLC2,248$483.4K0.01%+2,248New
Voya Financial Advisors, Inc.2,280$483.4K0.05%−38−1.6%Reduced
Exchange Bank2,250$483.8K0.40%00.0%Unchanged
Hall Laurie J Trustee2,250$484.0K0.15%00.0%Unchanged
Shufro Rose & Co LLC2,500$492.5K0.04%00.0%Unchanged
Mather Group, LLC.2,292$492.8K0.01%−516−18.4%Reduced
Plante Moran Financial Advisors, LLC2,301$494.9K0.04%00.0%Unchanged
Ellevest, Inc.2,329$500.8K0.03%−52−2.2%Reduced
Sterling Capital Management LLC2,338$502.7K0.01%+2,338New
SeaBridge Investment Advisors LLC2,344$504.0K0.12%00.0%Unchanged
Jump Financial, LLC2,345$504.2K0.01%+2,345New
Vestcor Inc2,363$508.0K0.02%00.0%Unchanged
Private Advisor Group, LLC2,364$508.4K0.00%−748−24.0%Reduced
Sherbrooke Park Advisers LLC2,375$510.7K0.12%−1,500−38.7%Reduced
Citizens Financial Group Inc2,382$514.3K0.01%−16−0.7%Reduced
Pitcairn Co2,393$514.6K0.03%−525−18.0%Reduced
EntryPoint Capital, LLC2,402$516.5K0.29%+206+9.4%Added
United Advisor Group, LLC2,410$518.2K0.12%+293+13.8%Added
Court Place Advisors, LLC2,426$521.7K0.15%00.0%Unchanged
Gsa Capital Partners LLP2,458$529.0K0.04%+2,458New
Empowered Funds, LLC2,468$530.7K0.01%+606+32.5%Added
Jones Financial Companies LLLP2,514$534.0K0.00%+1,429+131.7%Added
Fiduciary Family Office, LLC2,489$535.2K0.18%+2,489New
Simmons Bank2,494$536.3K0.04%−163−6.1%Reduced
Algert Global LLC2,520$541.9K0.01%+2,520New
United Capital Financial Advisers, LLC2,531$544.2K0.00%−8−0.3%Reduced
Atria Wealth Solutions, Inc.2,523$544.7K0.01%−386−13.3%Reduced
Advisors Preferred, LLC2,565$550.7K0.08%+2,565New
Qtron Investments LLC2,562$550.9K0.08%+861+50.6%Added
Everence Capital Management Inc2,596$558.0K0.04%00.0%Unchanged
Ami Asset Management Corp2,627$564.9K0.03%−5−0.2%Reduced
Jacobi Capital Management LLC2,651$570.0K0.04%−405−13.3%Reduced
Argent Trust Co2,656$571.1K0.02%−118−4.3%Reduced
WealthTrust Axiom LLC2,681$576.5K0.17%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.2,709$582.5K0.02%+678+33.4%Added
Sompo Asset Management Co., Ltd.2,710$582.7K0.09%−210−7.2%Reduced
Meeder Advisory Services, Inc.2,715$583.9K0.04%−94−3.3%Reduced
V-Square Quantitative Management LLC2,723$585.5K0.09%+110+4.2%Added
Chicago Trust Co NA2,728$586.6K0.10%00.0%Unchanged
BHK Investment Advisors, LLC2,738$588.8K0.22%+1,513+123.5%Added
MorganRosel Wealth Management, LLC2,753$592.0K0.20%−354−11.4%Reduced
International Assets Investment Management, LLC127,728$594.0K0.00%+127,728New
Dorsey & Whitney Trust CO LLC2,766$594.8K0.03%+1,681+154.9%Added
Tower Research Capital LLC (TRC)2,770$595.6K0.02%−2,168−43.9%Reduced
TD Private Client Wealth LLC2,780$597.9K0.02%−44−1.6%Reduced
Moody Lynn & Lieberson, LLC2,787$599.3K0.04%+2,787New
Albion Financial Group2,804$602.9K0.04%+3+0.1%Added
Marietta Investment Partners LLC2,810$604.2K0.13%+740+35.7%Added
XTX Topco Ltd2,825$607.5K0.04%+2,825New
Plato Investment Management Ltd2,879$618.4K0.05%00.0%Unchanged
Forza Wealth Management, LLC2,900$623.6K0.29%−100−3.3%Reduced
Vident Advisory, LLC2,912$626.2K0.02%+576+24.7%Added
Beaumont Financial Advisors, LLC2,929$629.8K0.05%00.0%Unchanged
Atomi Financial Group, Inc.2,938$631.7K0.04%+2,938New
Dividend Assets Capital, LLC2,947$633.7K0.12%−100−3.3%Reduced
Kidder Stephen W2,950$634.3K0.19%−100−3.3%Reduced
Bradley Foster & Sargent Inc2,958$636.1K0.01%00.0%Unchanged
ISAM Funds (UK) Ltd2,968$638.2K0.36%+2,968New
Sepio Capital, LP2,979$640.6K0.05%−1,281−30.1%Reduced
SG Americas Securities, LLC2,997$644.0K0.00%−16,997−85.0%Reduced
Resources Investment Advisors, LLC.3,010$647.2K0.01%−284−8.6%Reduced
Gateway Advisory, LLC3,048$655.4K0.11%−38−1.2%Reduced
Ashton Thomas Private Wealth, LLC3,091$664.7K0.04%+371+13.6%Added
Ossiam3,118$670.5K0.01%+1,037+49.8%Added
Squarepoint Ops LLC3,143$675.8K0.00%−3,368−51.7%Reduced
Mitchell McLeod Pugh & Williams Inc3,172$682.1K0.14%−14−0.4%Reduced
Davy Global Fund Management Ltd3,190$685.9K0.07%00.0%Unchanged
Fulton Bank, N.A.3,199$687.9K0.03%−10.0%Reduced
D.B. Root & Company, LLC3,248$698.4K0.23%+2+0.1%Added
Meyer Handelman Co3,270$703.1K0.02%−700−17.6%Reduced
Savant Capital, LLC3,298$709.2K0.01%+187+6.0%Added
Cary Street Partner Investment Advisory LLC3,308$711.3K0.03%+314+10.5%Added
Ninety One North America, Inc.3,328$715.6K0.05%+3,328New
Delta Financial Group, Inc.3,328$716.0K0.27%00.0%Unchanged
Jefferies Financial Group Inc.3,363$723.1K0.01%−1,415−29.6%Reduced
SWMG, LLC3,161$723.9K0.30%+3,161New
Pegasus Partners Ltd.3,376$725.9K0.07%−1,203−26.3%Reduced
Quadrant Capital Group LLC3,383$727.5K0.05%−51−1.5%Reduced
Tokio Marine Asset Management Co Ltd3,445$740.8K0.03%+62+1.8%Added
Kentucky Retirement Systems Insurance Trust Fund3,455$742.9K0.05%−357−9.4%Reduced
Cornercap Investment Counsel Inc3,475$747.2K0.22%−1,738−33.3%Reduced
Tributary Capital Management, LLC3,490$750.5K0.06%+22+0.6%Added
Blueshift Asset Management, LLC3,507$754.1K0.19%+3,507New
Farther Finance Advisors, LLC3,539$760.9K0.03%−100−2.7%Reduced
Smallwood Wealth Investment Management, LLC3,552$763.7K0.54%+12+0.3%Added
ABLE Financial Group, LLC3,552$763.8K0.24%+216+6.5%Added
Panagora Asset Management Inc3,565$766.6K0.00%+292+8.9%Added
Accredited Investors Inc.3,571$767.9K0.04%00.0%Unchanged
Tudor Investment Corp Et Al3,608$775.8K0.01%+3,608New
Wellington Management Group LLP3,610$776.3K0.00%−110−3.0%Reduced
Balyasny Asset Management LLC3,616$777.5K0.00%+3,616New
MGB Wealth Management, LLC3,655$784.0K0.29%00.0%Unchanged