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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
Walleye Capital LLC0$00.00%−1,272−100.0%Sold out
DRW Securities, LLC0$00.00%−1,122−100.0%Sold out
Fullerton Fund Management Co Ltd.0$00.00%−1,098−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−1,011−100.0%Sold out
Goldstone Financial Group, LLC0$00.00%−1,008−100.0%Sold out
D.A. Davidson & Co.0$00.00%−987−100.0%Sold out
Covenant Partners, LLC0$00.00%−973−100.0%Sold out
Ledyard National Bank0$00.00%−968−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−900−100.0%Sold out
nVerses Capital, LLC0$00.00%−700−100.0%Sold out
Alta Advisers Ltd0$00.00%−500−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−388−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−246−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−235−100.0%Sold out
Reston Wealth Management LLC0$00.00%−211−100.0%Sold out
Concord Wealth Partners0$00.00%−111−100.0%Sold out
Baldwin Brothers Inc0$00.00%−97−100.0%Sold out
Walleye Trading LLC0$00.00%−94−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−78−100.0%Sold out
IMA Wealth, Inc.0$00.00%−73−100.0%Sold out
Byrne Asset Management LLC0$00.00%−45−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−32−100.0%Sold out
Robinswood Financial LLC0$00.00%−32−100.0%Sold out
Versant Capital Management, Inc0$00.00%−27−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−26−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−13−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−12−100.0%Sold out
Financial Gravity Companies, Inc.0$00.00%−11−100.0%Sold out
Claris Advisors, LLC0$00.00%−5−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−3−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−2−100.0%Sold out
Raymond James & Associates––––Not filed
Ensemble Capital Management, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Garrison Asset Management, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
SpiderRock Advisors, LLC––––Not filed
Pegasus Partners Ltd.––––Not filed
Gateway Advisory, LLC––––Not filed
LifePro Asset Management––––Not filed
Alera Investment Advisors, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
M&R Capital Management Inc––––Not filed
VitalStone Financial, LLC––––Not filed