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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 3,655 | $785.8K | 0.02% | +455+14.2% | Added |
| Cedar Mountain Advisors, LLC | 3,667 | $788.6K | 0.18% | +2+0.1% | Added |
| Eukles Asset Management | 3,677 | $790.7K | 0.32% | +46+1.3% | Added |
| Financial Engines Advisors L.L.C. | 3,663 | $790.8K | 0.00% | +3,663 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,698 | $795.2K | 0.02% | −63−1.7% | Reduced |
| LVW Advisors, LLC | 3,719 | $799.7K | 0.10% | +1,147+44.6% | Added |
| Guardian Wealth Management, Inc. | 3,819 | $821.2K | 0.58% | −192−4.8% | Reduced |
| SRN Advisors, LLC | 3,866 | $831.3K | 0.74% | −8,058−67.6% | Reduced |
| Machina Capital S.A.S. | 3,874 | $833.0K | 0.33% | +3,874 | New |
| Menard Financial Group LLC | 3,914 | $841.5K | 0.55% | +61+1.6% | Added |
| TrinityPoint Wealth, LLC | 3,935 | $846.1K | 0.12% | −105−2.6% | Reduced |
| Simplicity Wealth,LLC | 3,953 | $850.0K | 0.08% | −12,042−75.3% | Reduced |
| Empirical Finance, LLC | 3,955 | $850.4K | 0.05% | +87+2.2% | Added |
| Bank Ozk | 4,000 | $860.1K | 0.36% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,005 | $861.2K | 0.33% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $863.0K | 0.29% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,015 | $866.9K | 0.15% | +15+0.4% | Added |
| Crew Capital Management, Ltd. | 4,064 | $873.9K | 0.70% | −465−10.3% | Reduced |
| Omers Administration Corp | 4,084 | $878.2K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,113 | $888.2K | 0.03% | +440+12.0% | Added |
| Vestmark Advisory Solutions, Inc. | 4,155 | $893.5K | 0.03% | −137−3.2% | Reduced |
| Clarus Group, Inc. | 4,189 | $900.7K | 0.38% | +1,344+47.2% | Added |
| Pensionmark Financial Group, LLC | 4,229 | $909.4K | 0.03% | +416+10.9% | Added |
| Nicholson Wealth Management Group, LLC | 4,256 | $915.2K | 0.75% | +4,256 | New |
| DT Investment Partners, LLC | 4,272 | $918.6K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,332 | $932.0K | 0.00% | +786+22.2% | Added |
| NEOS Investment Management LLC | 4,390 | $944.0K | 0.03% | +812+22.7% | Added |
| NewEdge Wealth, LLC | 4,397 | $945.5K | 0.02% | −47−1.1% | Reduced |
| Glenmede Trust Co NA | 4,419 | $950.2K | 0.00% | +143+3.3% | Added |
| Hilltop Holdings Inc. | 4,420 | $950.4K | 0.06% | +576+15.0% | Added |
| HighPoint Advisor Group LLC | 4,524 | $950.9K | 0.06% | +59+1.3% | Added |
| PFG Investments, LLC | 4,423 | $951.1K | 0.06% | +1,438+48.2% | Added |
| Park Place Capital Corp | 4,440 | $954.8K | 0.27% | +1,238+38.7% | Added |
| Fiduciary Trust Co | 4,475 | $962.2K | 0.01% | +61+1.4% | Added |
| Summit Financial, LLC | 4,511 | $973.9K | 0.04% | −113−2.4% | Reduced |
| Lecap Asset Management Ltd | 4,592 | $987.4K | 0.21% | +4,592 | New |
| FORA Capital, LLC | 4,635 | $996.7K | 0.12% | +66+1.4% | Added |
| Veriti Management LLC | 4,795 | $1.03M | 0.06% | +864+22.0% | Added |
| Hantz Financial Services, Inc. | 4,804 | $1.03M | 0.02% | −192−3.8% | Reduced |
| RSM US Wealth Management LLC | 4,812 | $1.04M | 0.02% | +110+2.3% | Added |
| Public Sector Pension Investment Board | 4,840 | $1.04M | 0.01% | +200+4.3% | Added |
| Oppenheimer & Co Inc | 4,847 | $1.04M | 0.02% | +180+3.9% | Added |
| Tiaa Trust, National Association | 4,929 | $1.06M | 0.00% | −424−7.9% | Reduced |
| Johnson Investment Counsel Inc | 4,934 | $1.06M | 0.01% | −66−1.3% | Reduced |
| Montag & Caldwell, LLC | 4,951 | $1.06M | 0.22% | +10+0.2% | Added |
| Ostrum Asset Management | 4,956 | $1.07M | 0.09% | +126+2.6% | Added |
| Proequities, Inc. | 4,949 | $1.07M | 0.06% | +44+0.9% | Added |
| Norinchukin Bank, The | 5,000 | $1.08M | 0.03% | +770+18.2% | Added |
| Prospera Financial Services Inc | 5,083 | $1.09M | 0.03% | −93−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $1.10M | 0.03% | 00.0% | Unchanged |
| Unigestion Holding SA | 5,215 | $1.12M | 0.05% | +880+20.3% | Added |
| Avitas Wealth Management LLC | 5,250 | $1.13M | 0.16% | +5,250 | New |
| Catalyst Capital Advisors LLC | 5,366 | $1.15M | 0.03% | −661−11.0% | Reduced |
| Lido Advisors, LLC | 5,532 | $1.19M | 0.01% | +92+1.7% | Added |
| Crawford Investment Counsel Inc | 5,731 | $1.23M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,750 | $1.24M | 0.04% | −200−3.4% | Reduced |
| Oak Thistle LLC | 5,821 | $1.25M | 0.41% | +5,821 | New |
| Donoghue Forlines LLC | 5,821 | $1.25M | 0.36% | −4,817−45.3% | Reduced |
| Koshinski Asset Management, Inc. | 5,840 | $1.26M | 0.11% | −151−2.5% | Reduced |
| Merit Financial Group, LLC | 5,904 | $1.27M | 0.03% | −834−12.4% | Reduced |
| Western Wealth Management, LLC | 5,907 | $1.27M | 0.07% | +5,907 | New |
| TCTC Holdings, LLC | 5,927 | $1.27M | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,951 | $1.28M | 0.11% | +45+0.8% | Added |
| Bullock Wealth Management Group | 6,006 | $1.29M | 0.78% | +196+3.4% | Added |
| Brevan Howard Capital Management LP | 6,021 | $1.29M | 0.06% | +6,021 | New |
| Spears Abacus Advisors LLC | 6,070 | $1.31M | 0.03% | −590−8.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,072 | $1.31M | 0.03% | +2,417+66.1% | Added |
| New England Research & Management, Inc. | 6,129 | $1.32M | 0.62% | −551−8.2% | Reduced |
| Henshaw Capital LLC | 6,184 | $1.33M | 0.06% | −1,441−18.9% | Reduced |
| Thrivent Financial for Lutherans | 6,204 | $1.33M | 0.00% | +1,219+24.5% | Added |
| EP Wealth Advisors, LLC | 6,228 | $1.34M | 0.01% | −2,334−27.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,282 | $1.35M | 0.00% | −881−12.3% | Reduced |
| SpiderRock Advisors, LLC | 6,309 | $1.36M | 0.03% | +2,925+86.4% | Added |
| Dynasty Wealth Management, LLC | 6,324 | $1.36M | 0.04% | −66−1.0% | Reduced |
| Principal Securities, Inc. | 6,338 | $1.36M | 0.03% | −1,127−15.1% | Reduced |
| Securian Asset Management, Inc | 6,357 | $1.37M | 0.04% | −400−5.9% | Reduced |
| Qsemble Capital Management, LP | 6,565 | $1.41M | 0.26% | +6,565 | New |
| Louisiana State Employees Retirement System | 6,600 | $1.42M | 0.03% | −100−1.5% | Reduced |
| Axq Capital, LP | 6,603 | $1.42M | 0.43% | +6,603 | New |
| Raymond James Trust N.A. | 6,615 | $1.42M | 0.03% | −30.0% | Reduced |
| Dean Capital Management | 6,667 | $1.43M | 0.61% | +6,667 | New |
| Maryland State Retirement & Pension System | 6,670 | $1.43M | 0.03% | −2,378−26.3% | Reduced |
| Vinva Investment Management Ltd | 6,771 | $1.44M | 0.06% | +2,269+50.4% | Added |
| SNS Financial Group, LLC | 6,685 | $1.44M | 0.14% | −125−1.8% | Reduced |
| Neo Ivy Capital Management | 6,744 | $1.45M | 0.47% | +6,744 | New |
| Trueblood Wealth Management, LLC | 6,756 | $1.45M | 0.73% | −14−0.2% | Reduced |
| Adviser Investments LLC | 6,865 | $1.48M | 0.02% | −10.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,867 | $1.48M | 0.29% | −269−3.8% | Reduced |
| Inceptionr LLC | 6,880 | $1.48M | 0.36% | +4,218+158.5% | Added |
| Welch & Forbes LLC | 6,882 | $1.48M | 0.02% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.51M | 0.22% | +2,000+40.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,015 | $1.51M | 0.42% | +467+7.1% | Added |
| Centaurus Financial, Inc. | 7,050 | $1.52M | 0.10% | +876+14.2% | Added |
| Legacy Capital Wealth Partners, LLC | 7,107 | $1.53M | 0.31% | +3,216+82.7% | Added |
| Bessemer Group Inc | 7,150 | $1.54M | 0.00% | +222+3.2% | Added |
| Boyar Asset Management Inc. | 7,180 | $1.54M | 0.99% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 7,200 | $1.55M | 0.00% | +7,200 | New |
| Northwestern Mutual Wealth Management Co | 7,245 | $1.56M | 0.00% | +11+0.2% | Added |
| CWM, LLC | 7,272 | $1.56M | 0.01% | +231+3.3% | Added |
| Centiva Capital, LP | 7,274 | $1.56M | 0.07% | +7,274 | New |