Skip to main content
Livermore
Livermore
ZHEN

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
Hazlett, Burt & Watson, Inc.175$38.0K0.02%+175New
Evergreen Private Wealth LLC174$37.4K0.02%+174New
Rothschild Investment LLC169$36.3K0.00%+7+4.3%Added
Manchester Capital Management LLC168$36.1K0.00%00.0%Unchanged
Smithfield Trust Co170$36.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.163$35.0K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.160$34.4K0.01%−56−25.9%Reduced
JFS Wealth Advisors, LLC157$33.8K0.00%+2+1.3%Added
Sandy Spring Bank153$32.9K0.00%−11−6.7%Reduced
True Wealth Design, LLC149$32.0K0.01%+142+2,028.6%Added
Ogorek Anthony Joseph153$32.0K0.01%+1+0.7%Added
Larson Financial Group LLC122$26.2K0.00%+16+15.1%Added
Bogart Wealth, LLC121$26.0K0.00%+96+384.0%Added
Valued Wealth Advisors LLC117$25.3K0.02%−1−0.8%Reduced
McClarren Financial Advisors, Inc.119$25.0K0.03%−78−39.6%Reduced
Concord Wealth Partners111$23.9K0.00%+111New
Oakworth Capital, Inc.109$23.4K0.00%00.0%Unchanged
Salomon & Ludwin, LLC107$23.0K0.00%+53+98.1%Added
Lazard Asset Management LLC109$23.0K0.00%00.0%Unchanged
Atlantic Trust, LLC106$22.8K0.01%00.0%Unchanged
Headlands Technologies LLC106$22.8K0.00%+106New
Continuum Advisory, LLC97$22.1K0.00%−2−2.0%Reduced
Wolff Wiese Magana LLC100$21.5K0.01%00.0%Unchanged
Baldwin Brothers Inc97$20.9K0.00%+89+1,112.5%Added
Independence Bank of Kentucky95$20.4K0.00%00.0%Unchanged
Walleye Trading LLC94$20.2K0.00%+94New
Caldwell Trust Co93$20.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC90$19.4K0.01%−5−5.3%Reduced
Centerpoint Advisors, LLC89$19.0K0.01%−19−17.6%Reduced
Capital Analysts, LLC88$19.0K0.00%00.0%Unchanged
Sunbelt Securities, Inc.82$17.6K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc81$17.4K0.00%00.0%Unchanged
CVA Family Office, LLC80$17.2K0.00%−3−3.6%Reduced
Fairfield Financial Advisors, LTD80$17.2K0.01%00.0%Unchanged
WR Wealth Planners, LLC80$17.2K0.00%+6+8.1%Added
Hemington Wealth Management82$17.0K0.00%+82New
Northwest Bank & Trust Co78$16.8K0.01%00.0%Unchanged
Ashton Thomas Securities, LLC78$16.8K0.00%+78New
New Age Alpha Advisors, LLC77$16.6K0.01%+77New
Salem Investment Counselors Inc75$16.2K0.00%00.0%Unchanged
IMA Wealth, Inc.73$15.8K0.00%+73New
Pin Oak Investment Advisors Inc72$15.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC69$14.8K0.01%00.0%Unchanged
First United Bank Trust64$13.8K0.00%00.0%Unchanged
Global Financial Private Client, LLC64$13.8K0.01%+64New
Rise Advisors, LLC64$13.7K0.01%+1+1.6%Added
Coston, McIsaac & Partners64$13.0K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$11.4K0.00%00.0%Unchanged
Hallmark Capital Management Inc52$11.2K0.00%00.0%Unchanged
Investors Research Corp52$11.2K0.00%00.0%Unchanged
New Millennium Group LLC51$11.0K0.01%00.0%Unchanged
West Branch Capital LLC50$10.8K0.00%−27−35.1%Reduced
Criterion Capital Advisors, LLC53$10.4K0.01%00.0%Unchanged
PrairieView Partners, LLC49$10.0K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$9.68K0.00%00.0%Unchanged
Fortitude Family Office, LLC45$9.68K0.00%00.0%Unchanged
Byrne Asset Management LLC45$9.68K0.01%+45New
Creative Financial Designs Inc43$9.25K0.00%+43New
Sachetta, LLC42$9.05K0.00%00.0%Unchanged
North Star Investment Management Corp.39$8.39K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$8.17K0.01%00.0%Unchanged
Cornerstone Planning Group LLC38$8.08K0.00%−8−17.4%Reduced
M&R Capital Management Inc37$7.96K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC36$7.80K0.00%−34−48.6%Reduced
Bell Investment Advisors, Inc35$7.53K0.00%+2+6.1%Added
Capital Performance Advisors LLP32$6.88K0.00%+32New
Robinswood Financial LLC32$6.88K0.00%00.0%Unchanged
First Financial Corp30$6.45K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$6.45K0.00%00.0%Unchanged
Versant Capital Management, Inc27$5.81K0.00%−31−53.4%Reduced
Iron Horse Wealth Management, LLC27$5.81K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC26$5.59K0.00%00.0%Unchanged
First Pacific Financial26$5.59K0.00%+1+4.0%Added
Dunhill Financial, LLC24$5.11K0.00%+13+118.2%Added
Financial Management Professionals, Inc.25$5.00K0.00%+4+19.0%Added
Foster Dykema Cabot & Partners, LLC22$4.75K0.00%+22New
Coppell Advisory Solutions LLC22$4.74K0.00%00.0%Unchanged
City State Bank21$4.52K0.00%00.0%Unchanged
Hollencrest Capital Management21$4.52K0.00%+21New
Newbridge Financial Services Group, Inc.20$4.30K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$3.87K0.00%00.0%Unchanged
Abound Wealth Management18$3.87K0.00%00.0%Unchanged
Raleigh Capital Management Inc.18$3.87K0.00%+3+20.0%Added
C M Bidwell & Associates Ltd18$3.87K0.00%+18New
SJS Investment Consulting Inc.17$3.66K0.00%−18−51.4%Reduced
DiNuzzo Private Wealth, Inc.17$3.66K0.00%00.0%Unchanged
Gables Capital Management Inc.17$3.66K0.00%+17New
Hexagon Capital Partners LLC17$3.66K0.00%+17New
LRI Investments, LLC16$3.64K0.00%−32−66.7%Reduced
Addison Advisors LLC14$3.01K0.00%+14New
VitalStone Financial, LLC14$3.01K0.00%−1−6.7%Reduced
Jackson, Grant Investment Advisers, Inc.13$2.79K0.00%00.0%Unchanged
Beacon Capital Management, LLC13$2.79K0.00%+13New
Red Tortoise LLC12$2.58K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC12$2.58K0.00%+12New
Raffa Wealth Management, LLC11$2.37K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.11$2.37K0.00%00.0%Unchanged
Tucker Asset Management LLC11$2.37K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.11$2.37K0.00%+11New
Transamerica Financial Advisors, Inc.7$2.00K0.00%−563−98.8%Reduced