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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City State Bank | 96 | $21.7K | 0.01% | +75+357.1% | Added |
| Asset Planning,Inc | 99 | $22.4K | 0.02% | +99 | New |
| Wolff Wiese Magana LLC | 100 | $22.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $22.6K | 0.00% | +100 | New |
| Flagship Wealth Advisors, LLC | 100 | $22.6K | 0.01% | +100 | New |
| Atlantic Trust, LLC | 106 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 108 | $24.0K | 0.01% | +26+31.7% | Added |
| Salomon & Ludwin, LLC | 107 | $24.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $24.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 112 | $25.0K | 0.00% | +3+2.8% | Added |
| Valued Wealth Advisors LLC | 117 | $26.6K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $26.7K | 0.00% | +38+47.5% | Added |
| McClarren Financial Advisors, Inc. | 119 | $27.0K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 121 | $27.3K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 128 | $28.9K | 0.00% | −96−42.9% | Reduced |
| True Wealth Design, LLC | 150 | $33.9K | 0.01% | +1+0.7% | Added |
| Minot DeBlois Advisors LLC | 150 | $33.9K | 0.03% | +150 | New |
| Ogorek Anthony Joseph | 153 | $34.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 153 | $34.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 156 | $35.3K | 0.01% | +111+246.7% | Added |
| JFS Wealth Advisors, LLC | 157 | $35.5K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 160 | $36.2K | 0.02% | +160 | New |
| Stance Capital LLC | 160 | $36.2K | 0.02% | +160 | New |
| Stuart Chaussee & Associates, Inc. | 163 | $36.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 168 | $38.0K | 0.04% | +168 | New |
| Smithfield Trust Co | 170 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170 | $38.4K | 0.00% | +1+0.6% | Added |
| Evergreen Private Wealth LLC | 174 | $39.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 175 | $40.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 181 | $40.9K | 0.01% | +181 | New |
| FSA Wealth Management LLC | 184 | $41.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 191 | $43.2K | 0.02% | +31+19.4% | Added |
| Manchester Capital Management LLC | 191 | $43.2K | 0.01% | +23+13.7% | Added |
| Anfield Capital Management, LLC | 196 | $44.3K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 200 | $45.2K | 0.02% | +200 | New |
| Truvestments Capital LLC | 212 | $47.9K | 0.01% | +1+0.5% | Added |
| Bruce G. Allen Investments, LLC | 219 | $49.5K | 0.04% | −2−0.9% | Reduced |
| Front Row Advisors LLC | 225 | $51.1K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $51.1K | 0.00% | +150+200.0% | Added |
| Asset Dedication, LLC | 229 | $51.8K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $51.8K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 229 | $51.8K | 0.04% | +229 | New |
| LGT Financial Advisors LLC | 231 | $52.2K | 0.12% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 232 | $52.5K | 0.01% | +232 | New |
| Piscataqua Savings Bank | 235 | $53.1K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 245 | $55.4K | 0.00% | +27+12.4% | Added |
| HighMark Wealth Management LLC | 256 | $57.9K | 0.03% | +1+0.4% | Added |
| Financial Network Wealth Advisors LLC | 261 | $59.0K | 0.11% | −214−45.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $59.5K | 0.04% | +263 | New |
| Larson Financial Group LLC | 272 | $61.5K | 0.00% | +150+123.0% | Added |
| Ransom Advisory, Ltd | 287 | $64.9K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $66.5K | 0.01% | −2−0.7% | Reduced |
| Roble, Belko & Company, Inc | 295 | $67.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $67.8K | 0.00% | +300 | New |
| Kentucky Trust Co | 300 | $67.8K | 0.04% | +300 | New |
| Montag A & Associates Inc | 300 | $68.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 310 | $68.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $70.1K | 0.00% | −1−0.3% | Reduced |
| First PREMIER Bank | 330 | $75.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 335 | $76.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 343 | $77.9K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 348 | $78.7K | 0.00% | +348 | New |
| Harbor Investment Advisory, LLC | 350 | $79.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $80.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 366 | $82.7K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $88.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 392 | $89.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 404 | $91.3K | 0.01% | −19−4.5% | Reduced |
| GeoWealth Management, LLC | 410 | $92.7K | 0.00% | +113+38.0% | Added |
| Canopy Partners, LLC | 415 | $93.8K | 0.04% | +14+3.5% | Added |
| Parkside Financial Bank & Trust | 418 | $94.5K | 0.01% | +13+3.2% | Added |
| St Germain D J Co Inc | 422 | $95.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 426 | $96.3K | 0.01% | +9+2.2% | Added |
| Webster Bank, N. A. | 428 | $96.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 440 | $99.0K | 0.05% | −72−14.1% | Reduced |
| Acadian Asset Management LLC | 438 | $99.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 449 | $101.5K | 0.04% | −5−1.1% | Reduced |
| Bangor Savings Bank | 452 | $102.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 456 | $103.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 468 | $105.8K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $111.0K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 492 | $111.2K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $113.0K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $113.0K | 0.09% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 500 | $113.0K | 0.13% | +500 | New |
| Kestra Investment Management, LLC | 508 | $114.9K | 0.00% | +508 | New |
| Massmutual Trust Co FSB | 526 | $118.9K | 0.00% | +57+12.2% | Added |
| Quent Capital, LLC | 552 | $124.8K | 0.01% | +35+6.8% | Added |
| Covestor Ltd | 559 | $127.0K | 0.08% | +33+6.3% | Added |
| Armstrong Advisory Group, Inc | 571 | $129.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 573 | $129.6K | 0.00% | +95+19.9% | Added |
| Exchange Traded Concepts, LLC | 583 | $131.8K | 0.00% | −52−8.2% | Reduced |
| Kennebec Savings Bank | 600 | $134.9K | 0.14% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 600 | $135.7K | 0.02% | −335−35.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 610 | $137.9K | 0.05% | +10+1.7% | Added |
| Union Savings Bank | 620 | $140.2K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 635 | $143.6K | 0.00% | −101−13.7% | Reduced |
| Fedenia Advisers LLC | 645 | $145.8K | 0.09% | +645 | New |
| S.A. Mason LLC | 650 | $147.0K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 654 | $148.4K | 0.00% | 00.0% | Unchanged |