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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 996 | $215.5K | 0.01% | +996 | New |
| Cross Staff Investments Inc | 1,000 | $215.0K | 0.17% | +1,000 | New |
| Jmac Enterprises LLC | 1,000 | $215.0K | 0.03% | +1,000 | New |
| Barnes Pettey Financial Advisors, LLC | 1,000 | $215.0K | 0.17% | +1,000 | New |
| Brown Brothers Harriman & Co | 998 | $214.6K | 0.00% | +329+49.2% | Added |
| Renasant Bank | 998 | $214.6K | 0.14% | +998 | New |
| D.A. Davidson & Co. | 987 | $212.2K | 0.00% | +987 | New |
| Prime Capital Investment Advisors, LLC | 978 | $210.3K | 0.00% | +978 | New |
| Cadent Capital Advisors, LLC | 977 | $210.1K | 0.07% | −320−24.7% | Reduced |
| Covenant Partners, LLC | 973 | $209.2K | 0.06% | +973 | New |
| Ledyard National Bank | 968 | $208.1K | 0.02% | +968 | New |
| Sunburst Financial Group, LLC | 965 | $207.5K | 0.05% | +965 | New |
| David Loasby | 964 | $207.3K | 0.02% | −51−5.0% | Reduced |
| Goldstein Advisors, LLC | 963 | $207.1K | 0.03% | +963 | New |
| Avantax Planning Partners, Inc. | 955 | $205.4K | 0.01% | +955 | New |
| Westover Capital Advisors, LLC | 955 | $205.4K | 0.04% | +955 | New |
| Parallel Advisors, LLC | 951 | $204.5K | 0.00% | +137+16.8% | Added |
| Colonial Trust Co | 950 | $204.3K | 0.03% | +2+0.2% | Added |
| Great Valley Advisor Group, Inc. | 952 | $204.2K | 0.01% | +952 | New |
| Oarsman Capital, Inc. | 935 | $201.1K | 0.04% | −96−9.3% | Reduced |
| AlphaCentric Advisors LLC | 928 | $199.5K | 0.15% | −62−6.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $193.5K | 0.04% | +900 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 886 | $190.6K | 0.01% | +581+190.5% | Added |
| Edmond de Rothschild Holding S.A. | 882 | $189.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 855 | $183.9K | 0.01% | +16+1.9% | Added |
| VisionPoint Advisory Group, LLC | 819 | $176.1K | 0.06% | +170+26.2% | Added |
| Quarry LP | 802 | $172.5K | 0.05% | +696+656.6% | Added |
| Capstone Investment Advisors, LLC | 782 | $168.2K | 0.00% | −714−47.7% | Reduced |
| Toth Financial Advisory Corp | 770 | $165.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 736 | $158.3K | 0.00% | +272+58.6% | Added |
| Hanson & Doremus Investment Management | 700 | $151.0K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 700 | $150.5K | 0.07% | +700 | New |
| Assetmark, Inc | 667 | $143.4K | 0.00% | +377+130.0% | Added |
| Skopos Labs, Inc. | 662 | $142.3K | 0.05% | +662 | New |
| EverSource Wealth Advisors, LLC | 658 | $141.6K | 0.01% | −4−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 654 | $141.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 650 | $139.8K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 635 | $136.5K | 0.00% | +635 | New |
| Whittier Trust Co of Nevada Inc | 621 | $133.5K | 0.00% | +300+93.5% | Added |
| Union Savings Bank | 620 | $133.3K | 0.07% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 600 | $129.0K | 0.05% | 00.0% | Unchanged |
| Kennebec Savings Bank | 600 | $129.0K | 0.13% | +600 | New |
| Armstrong Advisory Group, Inc | 571 | $122.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 557 | $118.0K | 0.00% | +6+1.1% | Added |
| Covestor Ltd | 526 | $113.0K | 0.07% | −30−5.4% | Reduced |
| Quent Capital, LLC | 517 | $110.5K | 0.01% | −24−4.4% | Reduced |
| Sentry Investment Management LLC | 512 | $110.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $107.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $107.5K | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $107.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 506 | $107.3K | 0.01% | +257+103.2% | Added |
| DHJJ Financial Advisors, Ltd. | 492 | $105.8K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $105.6K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 478 | $102.8K | 0.00% | +25+5.5% | Added |
| Financial Network Wealth Advisors LLC | 475 | $102.1K | 0.08% | −19−3.8% | Reduced |
| Massmutual Trust Co FSB | 469 | $100.8K | 0.00% | +13+2.9% | Added |
| Laurel Wealth Advisors LLC | 468 | $100.6K | 0.02% | −15−3.1% | Reduced |
| Chilton Capital Management LLC | 456 | $98.1K | 0.00% | −140−23.5% | Reduced |
| United Community Bank | 454 | $97.6K | 0.04% | +5+1.1% | Added |
| Bangor Savings Bank | 452 | $97.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $94.0K | 0.00% | −477−52.1% | Reduced |
| Webster Bank, N. A. | 428 | $92.0K | 0.01% | −19−4.3% | Reduced |
| AdvisorNet Financial, Inc | 423 | $91.0K | 0.01% | +400+1,739.1% | Added |
| St Germain D J Co Inc | 422 | $90.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 417 | $89.7K | 0.01% | +19+4.8% | Added |
| Parkside Financial Bank & Trust | 405 | $87.1K | 0.01% | −62−13.3% | Reduced |
| Canopy Partners, LLC | 401 | $86.2K | 0.04% | +401 | New |
| Capital Advisors, Ltd. LLC | 392 | $84.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $83.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 388 | $83.4K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 366 | $78.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $76.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 350 | $75.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 343 | $74.1K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 335 | $72.0K | 0.00% | +28+9.1% | Added |
| First PREMIER Bank | 330 | $71.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 320 | $68.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 311 | $66.9K | 0.00% | −2−0.6% | Reduced |
| Bokf, NA | 310 | $66.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $64.8K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $64.5K | 0.01% | +300 | New |
| GeoWealth Management, LLC | 297 | $63.9K | 0.00% | −184−38.3% | Reduced |
| MV Capital Management, Inc. | 296 | $63.6K | 0.01% | −1−0.3% | Reduced |
| Roble, Belko & Company, Inc | 295 | $63.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 287 | $61.7K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 255 | $54.9K | 0.03% | +1+0.4% | Added |
| PFG Private Wealth Management, LLC | 246 | $52.9K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 235 | $50.5K | 0.01% | +235 | New |
| Piscataqua Savings Bank | 235 | $50.5K | 0.04% | +110+88.0% | Added |
| LGT Financial Advisors LLC | 231 | $49.6K | 0.12% | −122−34.6% | Reduced |
| Asset Dedication, LLC | 229 | $49.2K | 0.00% | −117−33.8% | Reduced |
| Blume Capital Management, Inc. | 229 | $49.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $48.6K | 0.02% | −148−39.7% | Reduced |
| Central Pacific Bank - Trust Division | 224 | $48.2K | 0.01% | −2,007−90.0% | Reduced |
| Bruce G. Allen Investments, LLC | 221 | $47.5K | 0.04% | −182−45.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $46.9K | 0.00% | +6+2.8% | Added |
| Truvestments Capital LLC | 211 | $45.4K | 0.01% | +211 | New |
| Reston Wealth Management LLC | 211 | $45.4K | 0.02% | +211 | New |
| Anfield Capital Management, LLC | 196 | $42.1K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 184 | $39.5K | 0.02% | +184 | New |