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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
East Coast Asset Management, LLC.4,013$863.0K0.29%00.0%Unchanged
Wall Street Access Asset Management, LLC4,005$861.2K0.33%00.0%Unchanged
Bank Ozk4,000$860.1K0.36%00.0%Unchanged
Empirical Finance, LLC3,955$850.4K0.05%+87+2.2%Added
Simplicity Wealth,LLC3,953$850.0K0.08%−12,042−75.3%Reduced
TrinityPoint Wealth, LLC3,935$846.1K0.12%−105−2.6%Reduced
Menard Financial Group LLC3,914$841.5K0.55%+61+1.6%Added
Machina Capital S.A.S.3,874$833.0K0.33%+3,874New
SRN Advisors, LLC3,866$831.3K0.74%−8,058−67.6%Reduced
Guardian Wealth Management, Inc.3,819$821.2K0.58%−192−4.8%Reduced
LVW Advisors, LLC3,719$799.7K0.10%+1,147+44.6%Added
Northwestern Mutual Investment Management Company, LLC3,698$795.2K0.02%−63−1.7%Reduced
Financial Engines Advisors L.L.C.3,663$790.8K0.00%+3,663New
Eukles Asset Management3,677$790.7K0.32%+46+1.3%Added
Cedar Mountain Advisors, LLC3,667$788.6K0.18%+2+0.1%Added
Mission Wealth Management, LP3,655$785.8K0.02%+455+14.2%Added
MGB Wealth Management, LLC3,655$784.0K0.29%00.0%Unchanged
Balyasny Asset Management LLC3,616$777.5K0.00%+3,616New
Wellington Management Group LLP3,610$776.3K0.00%−110−3.0%Reduced
Tudor Investment Corp Et Al3,608$775.8K0.01%+3,608New
Accredited Investors Inc.3,571$767.9K0.04%00.0%Unchanged
Panagora Asset Management Inc3,565$766.6K0.00%+292+8.9%Added
ABLE Financial Group, LLC3,552$763.8K0.24%+216+6.5%Added
Smallwood Wealth Investment Management, LLC3,552$763.7K0.54%+12+0.3%Added
Farther Finance Advisors, LLC3,539$760.9K0.03%−100−2.7%Reduced
Blueshift Asset Management, LLC3,507$754.1K0.19%+3,507New
Tributary Capital Management, LLC3,490$750.5K0.06%+22+0.6%Added
Cornercap Investment Counsel Inc3,475$747.2K0.22%−1,738−33.3%Reduced
Kentucky Retirement Systems Insurance Trust Fund3,455$742.9K0.05%−357−9.4%Reduced
Tokio Marine Asset Management Co Ltd3,445$740.8K0.03%+62+1.8%Added
Quadrant Capital Group LLC3,383$727.5K0.05%−51−1.5%Reduced
Pegasus Partners Ltd.3,376$725.9K0.07%−1,203−26.3%Reduced
SWMG, LLC3,161$723.9K0.30%+3,161New
Jefferies Financial Group Inc.3,363$723.1K0.01%−1,415−29.6%Reduced
Delta Financial Group, Inc.3,328$716.0K0.27%00.0%Unchanged
Ninety One North America, Inc.3,328$715.6K0.05%+3,328New
Cary Street Partner Investment Advisory LLC3,308$711.3K0.03%+314+10.5%Added
Savant Capital, LLC3,298$709.2K0.01%+187+6.0%Added
Meyer Handelman Co3,270$703.1K0.02%−700−17.6%Reduced
D.B. Root & Company, LLC3,248$698.4K0.23%+2+0.1%Added
Fulton Bank, N.A.3,199$687.9K0.03%−10.0%Reduced
Davy Global Fund Management Ltd3,190$685.9K0.07%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc3,172$682.1K0.14%−14−0.4%Reduced
Squarepoint Ops LLC3,143$675.8K0.00%−3,368−51.7%Reduced
Ossiam3,118$670.5K0.01%+1,037+49.8%Added
Ashton Thomas Private Wealth, LLC3,091$664.7K0.04%+371+13.6%Added
Gateway Advisory, LLC3,048$655.4K0.11%−38−1.2%Reduced
Resources Investment Advisors, LLC.3,010$647.2K0.01%−284−8.6%Reduced
SG Americas Securities, LLC2,997$644.0K0.00%−16,997−85.0%Reduced
Sepio Capital, LP2,979$640.6K0.05%−1,281−30.1%Reduced
ISAM Funds (UK) Ltd2,968$638.2K0.36%+2,968New
Bradley Foster & Sargent Inc2,958$636.1K0.01%00.0%Unchanged
Kidder Stephen W2,950$634.3K0.19%−100−3.3%Reduced
Dividend Assets Capital, LLC2,947$633.7K0.12%−100−3.3%Reduced
Atomi Financial Group, Inc.2,938$631.7K0.04%+2,938New
Beaumont Financial Advisors, LLC2,929$629.8K0.05%00.0%Unchanged
Vident Advisory, LLC2,912$626.2K0.02%+576+24.7%Added
Forza Wealth Management, LLC2,900$623.6K0.29%−100−3.3%Reduced
Plato Investment Management Ltd2,879$618.4K0.05%00.0%Unchanged
XTX Topco Ltd2,825$607.5K0.04%+2,825New
Marietta Investment Partners LLC2,810$604.2K0.13%+740+35.7%Added
Albion Financial Group2,804$602.9K0.04%+3+0.1%Added
Moody Lynn & Lieberson, LLC2,787$599.3K0.04%+2,787New
TD Private Client Wealth LLC2,780$597.9K0.02%−44−1.6%Reduced
Tower Research Capital LLC (TRC)2,770$595.6K0.02%−2,168−43.9%Reduced
Dorsey & Whitney Trust CO LLC2,766$594.8K0.03%+1,681+154.9%Added
International Assets Investment Management, LLC127,728$594.0K0.00%+127,728New
MorganRosel Wealth Management, LLC2,753$592.0K0.20%−354−11.4%Reduced
BHK Investment Advisors, LLC2,738$588.8K0.22%+1,513+123.5%Added
Chicago Trust Co NA2,728$586.6K0.10%00.0%Unchanged
V-Square Quantitative Management LLC2,723$585.5K0.09%+110+4.2%Added
Meeder Advisory Services, Inc.2,715$583.9K0.04%−94−3.3%Reduced
Sompo Asset Management Co., Ltd.2,710$582.7K0.09%−210−7.2%Reduced
Meiji Yasuda Asset Management Co Ltd.2,709$582.5K0.02%+678+33.4%Added
WealthTrust Axiom LLC2,681$576.5K0.17%00.0%Unchanged
Argent Trust Co2,656$571.1K0.02%−118−4.3%Reduced
Jacobi Capital Management LLC2,651$570.0K0.04%−405−13.3%Reduced
Ami Asset Management Corp2,627$564.9K0.03%−5−0.2%Reduced
Everence Capital Management Inc2,596$558.0K0.04%00.0%Unchanged
Qtron Investments LLC2,562$550.9K0.08%+861+50.6%Added
Advisors Preferred, LLC2,565$550.7K0.08%+2,565New
Atria Wealth Solutions, Inc.2,523$544.7K0.01%−386−13.3%Reduced
United Capital Financial Advisers, LLC2,531$544.2K0.00%−8−0.3%Reduced
Algert Global LLC2,520$541.9K0.01%+2,520New
Simmons Bank2,494$536.3K0.04%−163−6.1%Reduced
Fiduciary Family Office, LLC2,489$535.2K0.18%+2,489New
Jones Financial Companies LLLP2,514$534.0K0.00%+1,429+131.7%Added
Empowered Funds, LLC2,468$530.7K0.01%+606+32.5%Added
Gsa Capital Partners LLP2,458$529.0K0.04%+2,458New
Court Place Advisors, LLC2,426$521.7K0.15%00.0%Unchanged
United Advisor Group, LLC2,410$518.2K0.12%+293+13.8%Added
EntryPoint Capital, LLC2,402$516.5K0.29%+206+9.4%Added
Pitcairn Co2,393$514.6K0.03%−525−18.0%Reduced
Citizens Financial Group Inc2,382$514.3K0.01%−16−0.7%Reduced
Sherbrooke Park Advisers LLC2,375$510.7K0.12%−1,500−38.7%Reduced
Private Advisor Group, LLC2,364$508.4K0.00%−748−24.0%Reduced
Vestcor Inc2,363$508.0K0.02%00.0%Unchanged
Jump Financial, LLC2,345$504.2K0.01%+2,345New
SeaBridge Investment Advisors LLC2,344$504.0K0.12%00.0%Unchanged
Sterling Capital Management LLC2,338$502.7K0.01%+2,338New