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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
Ellevest, Inc.2,329$500.8K0.03%−52−2.2%Reduced
Plante Moran Financial Advisors, LLC2,301$494.9K0.04%00.0%Unchanged
Mather Group, LLC.2,292$492.8K0.01%−516−18.4%Reduced
Shufro Rose & Co LLC2,500$492.5K0.04%00.0%Unchanged
Hall Laurie J Trustee2,250$484.0K0.15%00.0%Unchanged
Exchange Bank2,250$483.8K0.40%00.0%Unchanged
Voya Financial Advisors, Inc.2,280$483.4K0.05%−38−1.6%Reduced
Horizon Kinetics Asset Management LLC2,248$483.4K0.01%+2,248New
Segment Wealth Management, LLC2,244$482.5K0.03%00.0%Unchanged
Huntington National Bank2,233$480.2K0.00%+61+2.8%Added
Wetherby Asset Management Inc2,223$478.0K0.02%−24−1.1%Reduced
Snowden Capital Advisors LLC2,211$477.0K0.01%+346+18.6%Added
Global Retirement Partners, LLC2,217$476.8K0.01%−513−18.8%Reduced
Ci Investments Inc.2,210$475.0K0.00%+60+2.8%Added
HB Wealth Management, LLC2,186$470.2K0.01%+104+5.0%Added
GAMMA Investing LLC2,178$468.3K0.05%+620+39.8%Added
National Asset Management, Inc.2,161$466.3K0.01%−456−17.4%Reduced
Patriot Financial Group Insurance Agency, LLC2,151$462.6K0.06%−348−13.9%Reduced
Heritage Wealth Advisors2,136$459.3K0.02%+6+0.3%Added
Aberdeen Wealth Management LLC2,069$444.9K0.29%00.0%Unchanged
NorthRock Partners, LLC2,057$444.1K0.01%−58−2.7%Reduced
Moody Aldrich Partners LLC2,062$443.4K0.08%−10.0%Reduced
First Heartland Consultants, Inc.2,055$442.0K0.05%+100+5.1%Added
Everpar Advisors LLC2,055$441.9K0.23%−179−8.0%Reduced
Bridges Investment Management Inc2,054$441.7K0.01%+3+0.1%Added
Thoroughbred Financial Services, LLC2,049$440.0K0.03%−141−6.4%Reduced
Spire Wealth Management2,044$439.5K0.01%−8−0.4%Reduced
LifePro Asset Management2,040$438.7K0.27%00.0%Unchanged
Boothbay Fund Management, LLC1,981$426.0K0.01%+1,981New
Dark Forest Capital Management LP1,975$424.7K0.05%+1,975New
Stock Yards Bank & Trust Co1,971$423.8K0.01%−33−1.6%Reduced
Ifrah Financial Services, Inc.1,968$423.2K0.11%−28−1.4%Reduced
Aster Capital Management (DIFC) Ltd1,960$421.5K0.09%+1,960New
Resources Management Corp1,955$420.0K0.06%−20−1.0%Reduced
Mindset Wealth Management, LLC1,917$412.2K0.17%+1,917New
Wealth Alliance1,915$411.8K0.05%+3+0.2%Added
Icon Wealth Advisors, LLC1,884$405.1K0.03%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,867$401.4K0.01%+64+3.5%Added
Portside Wealth Group, LLC1,852$398.2K0.07%+248+15.5%Added
Tectonic Advisors LLC1,841$395.8K0.03%+70+4.0%Added
Cynosure Management, LLC1,820$391.4K0.06%−9,569−84.0%Reduced
Signaturefd, LLC1,815$390.2K0.01%+20+1.1%Added
1858 Wealth Management, LLC1,803$387.7K0.32%−43−2.3%Reduced
Marco Investment Management LLC1,800$387.1K0.03%00.0%Unchanged
Eastern Bank1,798$386.6K0.01%+1,798New
Vista Wealth Management Group, LLC1,792$385.3K0.03%+44+2.5%Added
Compass Ion Advisors, LLC1,774$381.5K0.05%+250+16.4%Added
Baker Avenue Asset Management, LP1,761$378.7K0.01%+46+2.7%Added
Mutual Advisors, LLC1,736$376.3K0.01%+320+22.6%Added
Central Trust Co1,738$373.7K0.01%−73−4.0%Reduced
Quotient Wealth Partners, LLC1,729$371.8K0.01%+6+0.3%Added
Keybank National Association1,723$370.5K0.00%+626+57.1%Added
Texas Capital Bank Wealth Management Services Inc1,717$369.2K0.04%−18−1.0%Reduced
Vivaldi Capital Management, LLC1,713$368.3K0.11%00.0%Unchanged
Belpointe Asset Management LLC1,700$365.7K0.02%+444+35.4%Added
Strategy Asset Managers LLC1,699$365.3K0.07%−185−9.8%Reduced
Alps Advisors Inc1,687$362.8K0.00%−21−1.2%Reduced
American National Bank1,676$360.4K0.04%00.0%Unchanged
Wedmont Private Capital1,664$358.1K0.02%+241+16.9%Added
Eagle Bay Advisors LLC1,654$357.1K0.14%−301−15.4%Reduced
Norden Group LLC1,653$355.4K0.04%+316+23.6%Added
Campion Asset Management LLC1,640$352.6K0.26%−95−5.5%Reduced
Gibbs Wealth Management1,631$350.7K0.11%+198+13.8%Added
Ballentine Partners, LLC1,628$350.1K0.01%+64+4.1%Added
BSW Wealth Partners1,627$349.9K0.05%+91+5.9%Added
Guggenheim Capital LLC1,625$349.4K0.00%−315−16.2%Reduced
Empire Financial Management Company, LLC1,624$349.4K0.11%00.0%Unchanged
Martingale Asset Management L P1,618$347.9K0.01%−1,877−53.7%Reduced
Argonautica Private Wealth Management, Inc1,611$346.5K0.11%−1−0.1%Reduced
Silver Oak Securities, Inc1,629$345.3K0.04%+501+44.4%Added
Unique Wealth, LLC1,604$344.9K0.08%+95+6.3%Added
Wambolt & Associates, LLC1,603$344.2K0.09%−642−28.6%Reduced
Ronald Blue Trust, Inc.1,747$344.1K0.00%+918+110.7%Added
Arcadia Investment Management Corp1,600$344.0K0.06%00.0%Unchanged
Prestige Wealth Management Group LLC1,584$342.0K0.07%00.0%Unchanged
Tobam1,585$341.0K0.06%−65−3.9%Reduced
Horizon Investments, LLC1,583$340.4K0.01%−90−5.4%Reduced
Mystic Asset Management, Inc.1,580$339.7K0.13%−10−0.6%Reduced
Sound View Wealth Advisors Group, LLC1,579$339.5K0.03%+79+5.3%Added
Private Trust Co NA1,568$337.2K0.03%−189−10.8%Reduced
MONECO Advisors, LLC1,566$336.7K0.04%+66+4.4%Added
Carolinas Wealth Consulting LLC1,557$336.0K0.06%00.0%Unchanged
Change Path, LLC1,548$333.0K0.01%+81+5.5%Added
Wolverine Trading, LLC1,570$332.9K0.01%−62−3.8%Reduced
Dynamic Advisor Solutions LLC1,547$332.6K0.01%−106−6.4%Reduced
Prelude Capital Management, LLC1,545$332.2K0.03%−459−22.9%Reduced
Venturi Wealth Management, LLC1,533$329.6K0.02%+260+20.4%Added
MBB Public Markets I LLC1,530$329.0K0.03%−6,679−81.4%Reduced
Optas, LLC1,530$329.0K0.08%−44−2.8%Reduced
Main Street Financial Solutions, LLC1,527$328.3K0.03%+8+0.5%Added
Rockland Trust Co1,517$326.2K0.02%+5+0.3%Added
IFP Advisors, Inc1,516$326.1K0.01%−112−6.9%Reduced
Moneta Group Investment Advisors LLC1,516$326.0K0.00%−26−1.7%Reduced
GTS Securities LLC1,516$326.0K0.01%+1,516New
Procyon Private Wealth Partners, LLC1,515$325.6K0.02%−528−25.8%Reduced
Geneos Wealth Management Inc.1,511$324.8K0.01%+1,320+691.1%Added
Shore Point Advisors, LLC1,504$323.4K0.17%00.0%Unchanged
Anchor Investment Management, LLC1,500$322.5K0.03%−40−2.6%Reduced
Buckingham Capital Management, Inc.1,500$322.5K0.04%00.0%Unchanged
Golden State Equity Partners1,500$322.5K0.05%−834−35.7%Reduced