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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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of BR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,016151,054+53
Shares104.5M1.09M104.4M+972.3K (+0.9%)
Value$22.4B$233.3M$23.6B+$1.45B (+6.5%)

15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (131)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 131 by value.

Institutions new to BR in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc462,055$104.5M0.04%
Zacks Investment Management133,805$30.3M0.28%
Universal- Beteiligungs- und Servicegesellschaft mbH111,607$25.2M0.05%
Marshall Wace, LLP89,036$20.1M0.03%
Boston Private Wealth LLC77,377$17.5M0.33%
Gillson Capital LP73,389$16.6M1.50%
Susquehanna Fundamental Investments, LLC46,633$10.5M0.18%
Lansforsakringar Fondforvaltning AB (publ)41,511$9.39M0.05%
KLP Kapitalforvaltning AS40,400$9.16M0.04%
Prana Capital Management, LP20,444$4.62M0.22%
Police & Firemen's Retirement System of New Jersey17,107$3.87M0.04%
Groupe la Francaise16,856$3.79M0.10%
Holocene Advisors, LP15,245$3.45M0.01%
Generali Asset Management SPA SGR14,350$3.24M0.08%
Northstar Asset Management Inc12,165$2.75M0.72%
Agf Management Ltd11,114$2.51M0.01%
Aquatic Capital Management LLC10,586$2.39M0.06%
Union Bancaire Privee, UBP SA10,284$2.33M0.04%
Occudo Quantitative Strategies LP9,283$2.10M0.38%
Woodline Partners LP9,251$2.09M0.01%
Manning & Napier Advisors LLC7,752$1.75M0.02%
Avanza Fonder AB7,408$1.67M0.05%
Burling Wealth Partners, LLC6,748$1.53M0.31%
Edgestream Partners, L.P.6,717$1.52M0.06%
Schonfeld Strategic Advisors LLC5,905$1.34M0.01%
Callan Family Office, LLC5,506$1.24M0.08%
Virtus ETF Advisers LLC5,389$1.22M0.50%
J. Safra Sarasin Holding AG4,750$1.07M0.02%
Entropy Technologies, LP4,581$1.04M0.11%
Cushing Capital Partners, LLC4,411$1.00M0.96%
Allstate Corp3,590$811.7K0.02%
Tyche Wealth Partners LLC3,453$780.7K0.16%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,400$768.7K0.03%
Atlas Legacy Advisors, LLC3,130$707.7K0.17%
IFG Advisory, LLC3,127$706.9K0.04%
Brighton Jones LLC2,565$579.9K0.02%
Voleon Capital Management LP2,536$573.4K0.04%
Nebula Research & Development LLC2,448$553.5K0.06%
Lord & Richards Wealth Management, LLC2,383$538.8K1.14%
AssuredPartners Investment Advisors, LLC2,056$464.8K0.09%
Second Half Financial Partners, LLC2,052$463.9K0.23%
Vise Technologies, Inc.2,050$463.4K0.04%
Redmond Asset Management, LLC2,033$459.6K0.11%
Maripau Wealth Management LLC1,852$420.3K0.25%
Trust Point Inc.1,859$420.3K0.03%
Roehl & Yi Investment Advisors, LLC1,811$409.4K0.23%
Chancellor Financial Group WB LP1,739$393.2K0.32%
MUFG Securities Americas Inc.1,726$390.2K0.05%
Clark Asset Management, LLC1,704$385.3K0.07%
Optimize Financial Inc1,604$362.6K0.27%
Canada Post Corp Registered Pension Plan1,600$361.7K0.02%
Pinnacle Wealth Management Advisory Group, LLC1,561$352.9K0.03%
Dynamic Technology Lab Private Ltd1,490$337.0K0.05%
Gilbert & Cook, Inc.1,379$311.8K0.04%
U.S. Capital Wealth Advisors, LLC1,347$304.6K0.01%
Petros Family Wealth, LLC1,272$287.6K0.31%
Greykasell Wealth Strategies, Inc.1,205$272.4K0.15%
Maridea Wealth Management LLC1,179$266.6K0.09%
Advisor OS, LLC1,134$256.4K0.03%
Bestgate Wealth Advisors, LLC1,127$254.8K0.51%
Woodward Diversified Capital, LLC1,116$252.3K0.19%
Texas Bank & Trust Co1,100$248.7K0.10%
Sequoia Financial Advisors, LLC1,052$238.0K0.00%
Aprio Wealth Management, LLC1,046$236.4K0.03%
AE Wealth Management LLC1,041$235.4K0.00%
SeaCrest Wealth Management, LLC1,034$233.8K0.02%
Lake Street Advisors Group, LLC1,026$232.9K0.01%
Longboard Asset Management, LP1,022$231.1K0.61%
Fischer Financial Services, Inc.1,000$226.1K0.07%
Wealthspire Advisors, LLC993$224.6K0.00%
Wayfinding Financial, LLC985$223.0K0.12%
PDS Planning, Inc966$218.5K0.02%
Fullcircle Wealth LLC897$217.7K0.09%
Sigma Planning Corp957$216.3K0.01%
Symphony Financial, Ltd. Co.923$215.6K0.03%
McAdam, LLC951$215.0K0.01%
Advyzon Investment Management, LLC946$213.8K0.08%
Sagespring Wealth Partners, LLC938$212.1K0.01%
Cary Street Partners Financial LLC937$211.8K0.01%
Trinity Financial Advisors LLC924$209.7K0.08%
Brogan Financial, Inc.924$209.0K0.10%
Fragasso Group Inc.922$208.4K0.02%
Crestwood Advisors Group LLC910$205.7K0.00%
NTV Asset Management LLC900$203.5K0.03%
Fort Point Capital Partners LLC885$200.1K0.02%
Fedenia Advisers LLC645$145.8K0.09%
Kestra Investment Management, LLC508$114.9K0.00%
Board of the Pension Protection Fund500$113.0K0.13%
SBI Securities Co., Ltd.348$78.7K0.00%
Intact Investment Management Inc.300$67.8K0.00%
Kentucky Trust Co300$67.8K0.04%
Marshall & Sterling Wealth Advisors Inc.263$59.5K0.04%
UMA Financial Services, Inc.232$52.5K0.01%
Promus Capital, LLC229$51.8K0.04%
Curio Wealth, LLC200$45.2K0.02%
Global X Japan Co., Ltd.181$40.9K0.01%
WPG Advisers, LLC168$38.0K0.04%
Gen-Wealth Partners Inc160$36.2K0.02%
Stance Capital LLC160$36.2K0.02%
Minot DeBlois Advisors LLC150$33.9K0.03%

Sold out (78)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of BR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Renaissance Technologies LLC240,900$51.8M
Distillate Capital Partners LLC78,589$16.9M
Trexquant Investment LP67,174$14.4M
Teza Capital Management LLC27,415$5.90M
Campbell & CO Investment Adviser LLC27,033$5.81M
Magnetar Financial LLC26,763$5.75M
Twinbeech Capital LP16,995$3.65M
HRT Financial LP16,283$3.50M
Janney Montgomery Scott LLC12,672$2.73M
Capital Fund Management S.A.11,318$2.43M
iA Global Asset Management Inc.7,606$1.64M
Centiva Capital, LP7,274$1.56M
Healthcare of Ontario Pension Plan Trust Fund7,200$1.55M
Inceptionr LLC6,880$1.48M
Neo Ivy Capital Management6,744$1.45M
Axq Capital, LP6,603$1.42M
Qsemble Capital Management, LP6,565$1.41M
New England Research & Management, Inc.6,129$1.32M
Donoghue Forlines LLC5,821$1.25M
Veriti Management LLC4,795$1.03M
FORA Capital, LLC4,635$996.7K
Lecap Asset Management Ltd4,592$987.4K
Pensionmark Financial Group, LLC4,229$909.4K
Simplicity Wealth,LLC3,953$850.0K
Machina Capital S.A.S.3,874$833.0K
Financial Engines Advisors L.L.C.3,663$790.8K
Tudor Investment Corp Et Al3,608$775.8K
Kentucky Retirement Systems Insurance Trust Fund3,455$742.9K
ISAM Funds (UK) Ltd2,968$638.2K
XTX Topco Ltd2,825$607.5K
International Assets Investment Management, LLC127,728$594.0K
Algert Global LLC2,520$541.9K
Fiduciary Family Office, LLC2,489$535.2K
EntryPoint Capital, LLC2,402$516.5K
Sherbrooke Park Advisers LLC2,375$510.7K
Dark Forest Capital Management LP1,975$424.7K
Stock Yards Bank & Trust Co1,971$423.8K
Aster Capital Management (DIFC) Ltd1,960$421.5K
Wolverine Trading, LLC1,570$332.9K
Prelude Capital Management, LLC1,545$332.2K
MBB Public Markets I LLC1,530$329.0K
GTS Securities LLC1,516$326.0K
Keebeck Alpha, LP1,403$301.7K
Operose Advisors LLC1,400$301.0K
Abn Amro Investment Solutions1,365$293.5K
IHT Wealth Management, LLC1,340$288.0K
Walleye Capital LLC1,272$273.5K
DRW Securities, LLC1,122$241.3K
Fullerton Fund Management Co Ltd.1,098$236.1K
Tradition Wealth Management, LLC1,011$217.4K
Goldstone Financial Group, LLC1,008$216.8K
D.A. Davidson & Co.987$212.2K
Covenant Partners, LLC973$209.2K
Ledyard National Bank968$208.1K
Catalyst Funds Management Pty Ltd900$193.5K
nVerses Capital, LLC700$150.5K
Alta Advisers Ltd500$107.5K
Aspire Private Capital, LLC388$83.4K
PFG Private Wealth Management, LLC246$52.9K
Reuter James Wealth Management, LLC235$50.5K
Reston Wealth Management LLC211$45.4K
Concord Wealth Partners111$23.9K
Baldwin Brothers Inc97$20.9K
Walleye Trading LLC94$20.2K
Ashton Thomas Securities, LLC78$16.8K
IMA Wealth, Inc.73$15.8K
Byrne Asset Management LLC45$9.68K
Capital Performance Advisors LLP32$6.88K
Robinswood Financial LLC32$6.88K
Versant Capital Management, Inc27$5.81K
Gilliland Jeter Wealth Management LLC26$5.59K
Beacon Capital Management, LLC13$2.79K
Jaffetilchin Investment Partners, LLC12$2.58K
Financial Gravity Companies, Inc.11$2.37K
Claris Advisors, LLC5$1.07K
Mattson Financial Services, LLC3$591
Dogwood Wealth Management LLC0$3
Householder Group Estate & Retirement Specialist, LLC2$0

Not filed for Q4 2024 yet (15)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates404,832$87.1M
Ensemble Capital Management, LLC380,924$81.9M
B. Metzler seel. Sohn & Co. Holding AG208,090$44.7M
Raymond James Financial Services Advisors, Inc.41,433$8.91M
Garrison Asset Management, LLC17,583$3.78M
Northwest Investment Counselors, LLC9,117$1.96M
Raymond James Trust N.A.6,615$1.42M
SpiderRock Advisors, LLC6,309$1.36M
Pegasus Partners Ltd.3,376$725.9K
Gateway Advisory, LLC3,048$655.4K
LifePro Asset Management2,040$438.7K
Alera Investment Advisors, LLC1,312$282.1K
Alpine Bank Wealth Management300$64.5K
M&R Capital Management Inc37$7.96K
VitalStone Financial, LLC14$3.01K