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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, Q4 2024

Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
1,054
+53 vs. Q3 2024
Shares held
104.4M
+972.3K (+0.9%) vs. Q3 2024
Total value
$23.6B
+$1.45B (+6.5%) vs. Q3 2024
New holders
131
393 more added
Sold out
78
339 more reduced

15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,054 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 heldQ4 2024: $23.6B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2024.

Institutions holding BR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Chesapeake Asset Management LLC1$2260.00%00.0%Unchanged
Ancora Advisors, LLC1$2260.00%00.0%Unchanged
NVWM, LLC1$2260.00%00.0%Unchanged
NewSquare Capital LLC1$2260.00%+1New
Mowery & Schoenfeld Wealth Management, LLC1$2270.00%+1New
Rakuten Securities, Inc.2$4520.00%00.0%Unchanged
Sugar Maple Asset Management, LLC2$4520.00%+2New
Transce3nd, LLC2$4520.00%+2New
Principia Wealth Advisory, LLC2$4520.00%+2New
Winnow Wealth LLC3$4740.00%+3New
Parkworth Wealth Management, Inc.3$6780.00%+3New
Capital A Wealth Management, LLC3$6780.00%+3New
Riggs Asset Managment Co. Inc.4$9020.00%00.0%Unchanged
Riverview Trust Co4$9040.00%00.0%Unchanged
Whipplewood Advisors, LLC5$1.13K0.00%+5New
TFC Financial Management5$1.13K0.00%00.0%Unchanged
NBC Securities, Inc.5$1.35K0.12%−5,946−99.9%Reduced
Rosenberg Matthew Hamilton6$1.36K0.00%00.0%Unchanged
Clark Wealth Partners6$1.36K0.00%+6New
Tortoise Investment Management, LLC7$1.58K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$1.58K0.00%+7New
Atala Financial Inc7$1.58K0.00%+7New
Talon Private Wealth, LLC8$1.81K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC9$2.04K0.00%+9New
WealthTrak Capital Management LLC9$2.04K0.00%+9New
Addison Advisors LLC11$2.49K0.00%−3−21.4%Reduced
Raffa Wealth Management, LLC11$2.49K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.11$2.49K0.00%00.0%Unchanged
Tucker Asset Management LLC11$2.49K0.00%00.0%Unchanged
Missouri Trust & Investment Co11$2.49K0.00%+11New
Red Tortoise LLC12$2.71K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$2.94K0.00%00.0%Unchanged
Avion Wealth15$3.00K0.00%+3+25.0%Added
Headlands Technologies LLC14$3.17K0.00%−92−86.8%Reduced
SJS Investment Consulting Inc.14$3.17K0.00%−3−17.6%Reduced
LRI Investments, LLC16$3.62K0.00%00.0%Unchanged
Gables Capital Management Inc.17$3.84K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$3.84K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd18$4.07K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$4.07K0.00%00.0%Unchanged
Abound Wealth Management18$4.07K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.20$4.52K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.20$4.52K0.00%+20New
State of Wyoming21$4.75K0.00%−1,373−98.5%Reduced
Hollencrest Capital Management21$4.75K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC22$4.99K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC22$5.07K0.00%00.0%Unchanged
PSI Advisors, LLC24$5.43K0.00%+24New
Financial Management Professionals, Inc.25$5.65K0.00%00.0%Unchanged
First Pacific Financial26$5.88K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd26$6.00K0.00%+26New
Iron Horse Wealth Management, LLC27$6.10K0.00%00.0%Unchanged
Dunhill Financial, LLC29$6.66K0.00%+5+20.8%Added
First Financial Corp30$6.78K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$6.78K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.33$8.00K0.00%+26+371.4%Added
POM Investment Strategies, LLC36$8.14K0.01%+36New
Annis Gardner Whiting Capital Advisors, LLC36$8.17K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$8.57K0.01%00.0%Unchanged
Cornerstone Planning Group LLC38$9.10K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$9.27K0.00%+6+17.1%Added
Hexagon Capital Partners LLC42$9.50K0.00%+25+147.1%Added
Sachetta, LLC42$9.52K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$10.2K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC53$10.4K0.01%00.0%Unchanged
Sierra Ocean, LLC46$10.5K0.01%+46New
PrairieView Partners, LLC49$11.0K0.00%00.0%Unchanged
West Branch Capital LLC50$11.3K0.00%00.0%Unchanged
New Millennium Group LLC51$11.5K0.01%00.0%Unchanged
Creative Financial Designs Inc51$11.5K0.00%+8+18.6%Added
Caitong International Asset Management Co., Ltd51$11.5K0.01%+51New
Hallmark Capital Management Inc52$11.8K0.00%00.0%Unchanged
Investors Research Corp52$11.8K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$12.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC54$12.2K0.00%+51+1,700.0%Added
North Star Investment Management Corp.55$12.4K0.00%+16+41.0%Added
Retirement Wealth Solutions LLC58$12.8K0.01%+58New
Bank of Jackson Hole Trust58$13.1K0.01%+58New
First United Bank Trust60$13.6K0.00%−4−6.3%Reduced
REAP Financial Group, LLC61$13.8K0.00%+61New
Coston, McIsaac & Partners64$14.0K0.00%00.0%Unchanged
Rise Advisors, LLC66$14.9K0.01%+2+3.1%Added
Pin Oak Investment Advisors Inc72$15.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC68$15.4K0.01%+4+6.3%Added
Private Wealth Management Group, LLC69$15.6K0.01%00.0%Unchanged
Graney & King, LLC70$15.8K0.01%+70New
Towarzystwo Funduszy Inwestycyjnych Pzu SA70$15.8K0.01%+70New
S&T Bank73$16.5K0.01%+73New
WR Wealth Planners, LLC80$18.1K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD80$18.1K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc81$18.3K0.00%00.0%Unchanged
Northwest Bank & Trust Co78$18.4K0.01%00.0%Unchanged
Sunbelt Securities, Inc.82$18.5K0.00%00.0%Unchanged
Meeder Asset Management Inc83$18.8K0.00%−41,500−99.8%Reduced
Capital Analysts, LLC88$20.0K0.00%00.0%Unchanged
Centerpoint Advisors, LLC89$20.0K0.01%00.0%Unchanged
R Squared Ltd90$20.3K0.02%+90New
Atticus Wealth Management, LLC90$20.3K0.01%00.0%Unchanged
Caldwell Trust Co93$21.0K0.00%00.0%Unchanged
Continuum Advisory, LLC95$21.5K0.00%−2−2.1%Reduced