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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 665 | $150.3K | 0.04% | +3+0.5% | Added |
| Quarry LP | 670 | $151.5K | 0.03% | −132−16.5% | Reduced |
| Smartleaf Asset Management LLC | 698 | $157.4K | 0.02% | +192+37.9% | Added |
| Whittier Trust Co of Nevada Inc | 713 | $161.2K | 0.00% | +92+14.8% | Added |
| EverSource Wealth Advisors, LLC | 722 | $163.3K | 0.01% | +64+9.7% | Added |
| Toth Financial Advisory Corp | 770 | $174.1K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $178.3K | 0.01% | −100−11.3% | Reduced |
| Penserra Capital Management LLC | 840 | $189.0K | 0.00% | +283+50.8% | Added |
| VisionPoint Advisory Group, LLC | 850 | $192.8K | 0.07% | +31+3.8% | Added |
| Trust Co of Vermont | 855 | $193.3K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 882 | $199.4K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 885 | $200.1K | 0.02% | +885 | New |
| NTV Asset Management LLC | 900 | $203.5K | 0.03% | +900 | New |
| AlphaCentric Advisors LLC | 904 | $204.4K | 0.20% | −24−2.6% | Reduced |
| Crestwood Advisors Group LLC | 910 | $205.7K | 0.00% | +910 | New |
| Fragasso Group Inc. | 922 | $208.4K | 0.02% | +922 | New |
| Brogan Financial, Inc. | 924 | $209.0K | 0.10% | +924 | New |
| Trinity Financial Advisors LLC | 924 | $209.7K | 0.08% | +924 | New |
| Westover Capital Advisors, LLC | 935 | $211.4K | 0.05% | −20−2.1% | Reduced |
| Cary Street Partners Financial LLC | 937 | $211.8K | 0.01% | +937 | New |
| Sagespring Wealth Partners, LLC | 938 | $212.1K | 0.01% | +938 | New |
| Personal Cfo Solutions, LLC | 941 | $212.7K | 0.04% | −162−14.7% | Reduced |
| RMB Capital Management, LLC | 942 | $213.0K | 0.00% | −241−20.4% | Reduced |
| Ronald Blue Trust, Inc. | 945 | $213.6K | 0.00% | −802−45.9% | Reduced |
| Advyzon Investment Management, LLC | 946 | $213.8K | 0.08% | +946 | New |
| McAdam, LLC | 951 | $215.0K | 0.01% | +951 | New |
| Symphony Financial, Ltd. Co. | 923 | $215.6K | 0.03% | +923 | New |
| Sigma Planning Corp | 957 | $216.3K | 0.01% | +957 | New |
| Goldstein Advisors, LLC | 962 | $217.5K | 0.03% | −1−0.1% | Reduced |
| Raleigh Capital Management Inc. | 963 | $217.7K | 0.08% | +945+5,250.0% | Added |
| Fullcircle Wealth LLC | 897 | $217.7K | 0.09% | +897 | New |
| PDS Planning, Inc | 966 | $218.5K | 0.02% | +966 | New |
| Colonial Trust Co | 969 | $219.1K | 0.03% | +19+2.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 975 | $220.4K | 0.22% | −62−6.0% | Reduced |
| Great Valley Advisor Group, Inc. | 978 | $220.7K | 0.00% | +26+2.7% | Added |
| Cadent Capital Advisors, LLC | 977 | $220.9K | 0.08% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 985 | $223.0K | 0.12% | +985 | New |
| David Loasby | 1,010 | $223.7K | 0.02% | +46+4.8% | Added |
| Wealthspire Advisors, LLC | 993 | $224.6K | 0.00% | +993 | New |
| RDA Financial Network | 994 | $224.8K | 0.07% | −21−2.1% | Reduced |
| Cross Staff Investments Inc | 1,000 | $226.1K | 0.17% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $226.1K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,000 | $226.1K | 0.17% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $226.1K | 0.07% | +1,000 | New |
| Prime Capital Investment Advisors, LLC | 1,003 | $226.8K | 0.00% | +25+2.6% | Added |
| River Wealth Advisors LLC | 1,005 | $227.2K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,006 | $227.3K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,007 | $227.6K | 0.01% | +1+0.1% | Added |
| Moseley Investment Management Inc | 1,010 | $228.4K | 0.09% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,011 | $228.5K | 0.06% | +46+4.8% | Added |
| Patron Partners Advisors, LLC | 1,011 | $228.6K | 0.12% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,022 | $231.1K | 0.61% | +1,022 | New |
| Allred Capital Management, LLC | 1,023 | $231.3K | 0.09% | −1−0.1% | Reduced |
| Jacobsen Capital Management | 1,025 | $231.7K | 0.10% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 1,026 | $232.0K | 0.12% | −175−14.6% | Reduced |
| J.W. Cole Advisors, Inc. | 1,030 | $232.9K | 0.01% | −1−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 1,026 | $232.9K | 0.01% | +1,026 | New |
| SeaCrest Wealth Management, LLC | 1,034 | $233.8K | 0.02% | +1,034 | New |
| Fiduciary Planning LLC | 1,034 | $233.8K | 0.08% | +3+0.3% | Added |
| AE Wealth Management LLC | 1,041 | $235.4K | 0.00% | +1,041 | New |
| Mayflower Financial Advisors, LLC | 1,045 | $236.3K | 0.04% | −1−0.1% | Reduced |
| Aprio Wealth Management, LLC | 1,046 | $236.4K | 0.03% | +1,046 | New |
| Clark Capital Management Group, Inc. | 1,047 | $236.7K | 0.00% | +1+0.1% | Added |
| Sequoia Financial Advisors, LLC | 1,052 | $238.0K | 0.00% | +1,052 | New |
| Pavion Blue Capital, LLC | 1,053 | $238.1K | 0.11% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,063 | $241.5K | 0.09% | −19−1.8% | Reduced |
| Capital Investment Counsel, Inc | 1,077 | $243.6K | 0.04% | −275−20.3% | Reduced |
| First Manhattan Co | 1,083 | $245.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,097 | $248.0K | 0.00% | +57+5.5% | Added |
| Fifth Third Wealth Advisors LLC | 1,099 | $248.5K | 0.01% | +20+1.9% | Added |
| Hudson Capital Management LLC | 1,100 | $248.7K | 0.08% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,100 | $248.7K | 0.10% | +1,100 | New |
| Golden State Equity Partners | 1,105 | $249.8K | 0.05% | −395−26.3% | Reduced |
| Woodward Diversified Capital, LLC | 1,116 | $252.3K | 0.19% | +1,116 | New |
| Key Financial Inc | 1,117 | $252.5K | 0.06% | −46−4.0% | Reduced |
| Davies Financial Advisors, Inc. | 1,119 | $253.0K | 0.22% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,123 | $253.7K | 0.02% | −5−0.4% | Reduced |
| Phillips Wealth Planners LLC | 1,147 | $254.0K | 0.25% | −4−0.3% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,127 | $254.8K | 0.51% | +1,127 | New |
| Park National Corp | 1,132 | $255.9K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,133 | $256.2K | 0.03% | +23+2.1% | Added |
| Advisor OS, LLC | 1,134 | $256.4K | 0.03% | +1,134 | New |
| Courier Capital LLC | 1,139 | $257.5K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,140 | $257.9K | 0.00% | −53−4.4% | Reduced |
| Parallel Advisors, LLC | 1,141 | $258.0K | 0.01% | +190+20.0% | Added |
| Clarius Group, LLC | 1,142 | $258.2K | 0.02% | −27−2.3% | Reduced |
| Seeds Investor LLC | 1,145 | $258.9K | 0.07% | −79−6.5% | Reduced |
| Hanson & Doremus Investment Management | 1,150 | $260.0K | 0.04% | +450+64.3% | Added |
| Stephens Inc | 1,151 | $260.2K | 0.00% | −94−7.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,152 | $260.5K | 0.16% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,155 | $261.0K | 0.10% | +5+0.4% | Added |
| Avantax Planning Partners, Inc. | 1,155 | $261.1K | 0.01% | +200+20.9% | Added |
| Chicago Partners Investment Group LLC | 1,140 | $261.7K | 0.01% | +144+14.5% | Added |
| Maridea Wealth Management LLC | 1,179 | $266.6K | 0.09% | +1,179 | New |
| Keystone Financial Services | 1,187 | $268.4K | 0.10% | −39−3.2% | Reduced |
| Equitable Trust Co | 1,189 | $268.8K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,190 | $269.1K | 0.12% | −3−0.3% | Reduced |
| First Horizon Advisors, Inc. | 1,192 | $269.5K | 0.01% | +87+7.9% | Added |
| Signature Estate & Investment Advisors LLC | 1,194 | $270.0K | 0.01% | +62+5.5% | Added |
| Cigna Investments Inc | 1,196 | $271.0K | 0.05% | −29−2.4% | Reduced |