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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
ORG Partners LLC1,490$320.6K0.05%+130+9.6%Added
Ritholtz Wealth Management1,487$319.8K0.01%+279+23.1%Added
Washington Trust Advisors, Inc.1,486$319.5K0.03%00.0%Unchanged
Stonehearth Capital Management, LLC1,480$318.2K0.13%−135−8.4%Reduced
First Affirmative Financial Network1,477$317.6K0.17%−334−18.4%Reduced
Foundations Investment Advisors, LLC1,476$317.4K0.01%+200+15.7%Added
Beacon Pointe Advisors, LLC1,471$316.2K0.00%−2,939−66.6%Reduced
Eqis Capital Management, Inc.1,468$315.7K0.03%−84−5.4%Reduced
Radnor Capital Management, LLC1,457$313.0K0.05%−195−11.8%Reduced
Ameritas Investment Partners, Inc.1,442$310.1K0.01%−91−5.9%Reduced
Apella Capital, LLC1,450$309.9K0.01%00.0%Unchanged
Ascent Wealth Partners, LLC1,440$309.6K0.04%−69−4.6%Reduced
GPS Wealth Strategies Group, LLC1,430$307.4K0.04%−19−1.3%Reduced
Profund Advisors LLC1,406$302.3K0.01%−517−26.9%Reduced
CX Institutional1,405$302.1K0.01%+13+0.9%Added
Keebeck Alpha, LP1,403$301.7K0.20%+1,403New
Operose Advisors LLC1,400$301.0K0.10%00.0%Unchanged
Washington Trust Bank1,400$301.0K0.03%+1,400New
State of Wyoming1,394$299.8K0.04%+1,358+3,772.2%Added
Advisors Capital Management, LLC1,391$299.0K0.00%+6+0.4%Added
Davenport & Co LLC1,385$297.8K0.00%00.0%Unchanged
QSV Equity Investors LLC1,372$295.0K0.28%00.0%Unchanged
Abn Amro Investment Solutions1,365$293.5K0.01%+1,365New
Mount Yale Investment Advisors, LLC1,364$293.3K0.03%00.0%Unchanged
Ewa, LLC1,286$292.7K0.10%+5+0.4%Added
Atlas Brown,Inc.1,357$291.8K0.10%+1+0.1%Added
Perigon Wealth Management, LLC1,353$290.9K0.01%+96+7.6%Added
Capital Investment Counsel, Inc1,352$290.8K0.04%00.0%Unchanged
Rehmann Capital Advisory Group1,343$290.5K0.02%−33−2.4%Reduced
Mairs & Power Inc1,350$290.3K0.00%+1,350New
Safe Harbor Fiduciary, LLC1,344$289.0K0.27%+1,344New
IHT Wealth Management, LLC1,340$288.0K0.01%+1,340New
Traphagen Investment Advisors LLC1,327$285.3K0.03%00.0%Unchanged
Choate Investment Advisors1,321$284.1K0.01%−91−6.4%Reduced
Allworth Financial LP1,314$282.6K0.00%+25+1.9%Added
Alera Investment Advisors, LLC1,312$282.1K0.03%+13+1.0%Added
Souders Financial Advisors1,310$281.7K0.04%+2+0.2%Added
Penobscot Investment Management Company, Inc.1,299$279.3K0.03%00.0%Unchanged
Flagship Harbor Advisors, LLC1,285$276.2K0.02%−28−2.1%Reduced
Nixon Peabody Trust Co1,275$274.2K0.02%−155−10.8%Reduced
Walleye Capital LLC1,272$273.5K0.00%−534−29.6%Reduced
We Are One Seven, LLC1,254$269.7K0.01%+123+10.9%Added
Avestar Capital, LLC1,248$268.4K0.03%+48+4.0%Added
Stephens Inc1,245$267.7K0.00%−153−10.9%Reduced
Harvey Investment Co LLC1,238$266.0K0.03%00.0%Unchanged
CWS Financial Advisors, LLC1,236$265.8K0.09%00.0%Unchanged
Miracle Mile Advisors, LLC1,229$264.4K0.01%+114+10.2%Added
One + One Wealth Management, LLC1,228$264.1K0.16%+1,228New
Cigna Investments Inc1,225$264.0K0.05%−23−1.8%Reduced
Keystone Financial Services1,226$263.6K0.10%−334−21.4%Reduced
Strategic Blueprint, LLC1,225$263.4K0.02%−1−0.1%Reduced
Seeds Investor LLC1,224$263.1K0.10%−184−13.1%Reduced
Hutchens & Kramer Investment Management Group, LLC1,225$263.0K0.15%+9+0.7%Added
CWA Asset Management Group, LLC1,210$260.2K0.01%+1,210New
Aull & Monroe Investment Management Corp1,201$258.3K0.12%−25−2.0%Reduced
Enterprise Bank & Trust Co1,201$258.3K0.08%00.0%Unchanged
Buckingham Strategic Partners1,193$256.7K0.01%+1,193New
Samalin Investment Counsel, LLC1,193$256.5K0.11%+2+0.2%Added
KFG Wealth Management, LLC1,192$256.3K0.06%+1,192New
Equitable Trust Co1,189$255.7K0.02%00.0%Unchanged
RMB Capital Management, LLC1,183$254.4K0.01%+1,183New
Phillips Wealth Planners LLC1,151$252.3K0.24%−18−1.5%Reduced
Clarius Group, LLC1,169$250.3K0.02%+13+1.1%Added
Key Financial Inc1,163$250.1K0.06%+4+0.3%Added
MCF Advisors LLC1,152$248.4K0.02%−1−0.1%Reduced
Novak & Powell Financial Services, Inc.1,152$247.8K0.14%+3+0.3%Added
Seaside Wealth Management, Inc.1,150$247.2K0.09%+5+0.4%Added
Courier Capital LLC1,139$244.9K0.02%00.0%Unchanged
Park National Corp1,132$243.4K0.01%00.0%Unchanged
Signature Estate & Investment Advisors LLC1,132$243.4K0.01%+7+0.6%Added
SRS Capital Advisors, Inc.1,128$242.7K0.02%+42+3.9%Added
DRW Securities, LLC1,122$241.3K0.01%+1,122New
Davies Financial Advisors, Inc.1,119$240.6K0.21%00.0%Unchanged
Astoria Portfolio Advisors LLC.1,082$238.9K0.08%+29+2.8%Added
Claro Advisors LLC1,110$238.7K0.03%+17+1.6%Added
Pinnacle Wealth Planning Services, Inc.1,110$238.7K0.03%−105−8.6%Reduced
First Horizon Advisors, Inc.1,105$237.6K0.01%+160+16.9%Added
Personal Cfo Solutions, LLC1,103$237.2K0.03%−56−4.8%Reduced
Hudson Capital Management LLC1,100$236.5K0.08%−100−8.3%Reduced
Fullerton Fund Management Co Ltd.1,098$236.1K0.01%+1,098New
First Manhattan Co1,083$233.8K0.00%+6+0.6%Added
Fifth Third Wealth Advisors LLC1,079$232.0K0.01%−8−0.7%Reduced
Nilsine Partners, LLC1,057$227.3K0.03%−1−0.1%Reduced
Pavion Blue Capital, LLC1,053$226.4K0.11%00.0%Unchanged
Clark Capital Management Group, Inc.1,046$224.9K0.00%−8−0.8%Reduced
Mayflower Financial Advisors, LLC1,046$224.9K0.03%+1,046New
Umb Bank N A1,040$223.6K0.00%+86+9.0%Added
Up Strategic Wealth Investment Advisors LLC1,037$223.0K0.25%+1,037New
J.W. Cole Advisors, Inc.1,031$221.7K0.01%+1,031New
Fiduciary Planning LLC1,031$221.6K0.08%−16−1.5%Reduced
Jacobsen Capital Management1,025$220.4K0.09%−149−12.7%Reduced
Allred Capital Management, LLC1,024$220.2K0.09%−1−0.1%Reduced
RDA Financial Network1,015$218.3K0.07%−25−2.4%Reduced
Tradition Wealth Management, LLC1,011$217.4K0.02%+1,011New
Patron Partners Advisors, LLC1,011$217.4K0.12%−38−3.6%Reduced
Moseley Investment Management Inc1,010$217.2K0.09%+1,010New
Goldstone Financial Group, LLC1,008$216.8K0.04%+1,008New
Independent Financial Group, LLC1,006$216.4K0.01%+1,006New
Graypoint LLC1,006$216.3K0.01%+1,006New
River Wealth Advisors LLC1,005$216.1K0.03%+1,005New