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 |
|---|---|---|---|---|---|
| Enterprise Bank & Trust Co | 1,201 | $271.5K | 0.09% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,205 | $272.4K | 0.15% | +1,205 | New |
| MCF Advisors LLC | 1,220 | $276.5K | 0.02% | +68+5.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,230 | $278.1K | 0.15% | +5+0.4% | Added |
| Brevan Howard Capital Management LP | 1,235 | $279.2K | 0.01% | −4,786−79.5% | Reduced |
| Harvey Investment Co LLC | 1,238 | $280.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,242 | $280.8K | 0.00% | −127,317−99.0% | Reduced |
| We Are One Seven, LLC | 1,245 | $281.5K | 0.01% | −9−0.7% | Reduced |
| Nilsine Partners, LLC | 1,247 | $281.9K | 0.03% | +190+18.0% | Added |
| Blueshift Asset Management, LLC | 1,251 | $282.8K | 0.10% | −2,256−64.3% | Reduced |
| Ewa, LLC | 1,259 | $284.6K | 0.11% | −27−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,259 | $285.8K | 0.00% | −1,264−50.1% | Reduced |
| Petros Family Wealth, LLC | 1,272 | $287.6K | 0.31% | +1,272 | New |
| CWA Asset Management Group, LLC | 1,283 | $290.1K | 0.01% | +73+6.0% | Added |
| Nixon Peabody Trust Co | 1,284 | $290.3K | 0.02% | +9+0.7% | Added |
| Flagship Harbor Advisors, LLC | 1,289 | $291.4K | 0.02% | +4+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,290 | $291.6K | 0.04% | −140−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,294 | $292.6K | 0.04% | +184+16.6% | Added |
| Avestar Capital, LLC | 1,290 | $292.8K | 0.03% | +42+3.4% | Added |
| Choate Investment Advisors | 1,297 | $293.2K | 0.01% | −24−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,299 | $293.7K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,301 | $294.2K | 0.17% | −176−11.9% | Reduced |
| Strategic Blueprint, LLC | 1,310 | $296.2K | 0.02% | +85+6.9% | Added |
| Souders Financial Advisors | 1,312 | $296.6K | 0.04% | +2+0.2% | Added |
| Profund Advisors LLC | 1,313 | $296.9K | 0.01% | −93−6.6% | Reduced |
| Traphagen Investment Advisors LLC | 1,327 | $300.1K | 0.03% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1,344 | $303.9K | 0.31% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,347 | $304.6K | 0.01% | +1,347 | New |
| Mairs & Power Inc | 1,350 | $305.2K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,358 | $307.0K | 0.11% | +1+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,364 | $308.4K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,376 | $311.1K | 0.03% | −92−6.3% | Reduced |
| QSV Equity Investors LLC | 1,377 | $311.3K | 0.30% | +5+0.4% | Added |
| Gilbert & Cook, Inc. | 1,379 | $311.8K | 0.04% | +1,379 | New |
| KFG Wealth Management, LLC | 1,402 | $317.1K | 0.06% | +210+17.6% | Added |
| Perigon Wealth Management, LLC | 1,375 | $317.8K | 0.01% | +22+1.6% | Added |
| Cynosure Management, LLC | 1,413 | $319.5K | 0.05% | −407−22.4% | Reduced |
| Resources Management Corp | 1,425 | $322.0K | 0.04% | −530−27.1% | Reduced |
| Allworth Financial LP | 1,377 | $323.5K | 0.00% | +63+4.8% | Added |
| Ascent Wealth Partners, LLC | 1,437 | $324.9K | 0.04% | −3−0.2% | Reduced |
| Advisors Capital Management, LLC | 1,440 | $325.6K | 0.01% | +49+3.5% | Added |
| Apella Capital, LLC | 1,442 | $326.0K | 0.01% | −8−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,443 | $326.3K | 0.01% | +1+0.1% | Added |
| TD Waterhouse Canada Inc. | 1,445 | $326.8K | 0.00% | +1,125+351.6% | Added |
| Rehmann Capital Advisory Group | 1,452 | $328.3K | 0.02% | +109+8.1% | Added |
| Radnor Capital Management, LLC | 1,457 | $329.0K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,458 | $329.6K | 0.00% | +460+46.1% | Added |
| CX Institutional | 1,471 | $332.6K | 0.01% | +66+4.7% | Added |
| Davenport & Co LLC | 1,475 | $333.5K | 0.00% | +90+6.5% | Added |
| Stonehearth Capital Management, LLC | 1,480 | $334.6K | 0.13% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,486 | $336.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,485 | $336.2K | 0.05% | −5−0.3% | Reduced |
| IFP Advisors, Inc | 1,488 | $336.6K | 0.01% | −28−1.8% | Reduced |
| Ritholtz Wealth Management | 1,489 | $336.7K | 0.01% | +2+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,490 | $337.0K | 0.05% | +1,490 | New |
| Dynamic Advisor Solutions LLC | 1,491 | $337.1K | 0.01% | −56−3.6% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $339.1K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $339.1K | 0.03% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,504 | $340.0K | 0.18% | 00.0% | Unchanged |
| Optas, LLC | 1,515 | $342.5K | 0.07% | −15−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,516 | $342.7K | 0.02% | +1+0.1% | Added |
| Rockland Trust Co | 1,517 | $343.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,524 | $344.7K | 0.11% | −79−4.9% | Reduced |
| Foundations Investment Advisors, LLC | 1,528 | $345.4K | 0.01% | +52+3.5% | Added |
| Quotient Wealth Partners, LLC | 1,531 | $346.1K | 0.01% | −198−11.5% | Reduced |
| Private Trust Co NA | 1,537 | $347.5K | 0.04% | −31−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,544 | $349.1K | 0.03% | −35−2.2% | Reduced |
| Main Street Financial Solutions, LLC | 1,547 | $349.7K | 0.03% | +20+1.3% | Added |
| Renasant Bank | 1,557 | $352.0K | 0.23% | +559+56.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,561 | $352.9K | 0.03% | +1,561 | New |
| Carolinas Wealth Consulting LLC | 1,557 | $353.3K | 0.07% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,565 | $353.8K | 0.27% | −75−4.6% | Reduced |
| Geneos Wealth Management Inc. | 1,576 | $356.2K | 0.01% | +65+4.3% | Added |
| Belpointe Asset Management LLC | 1,686 | $359.0K | 0.02% | −14−0.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,584 | $359.5K | 0.07% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,594 | $360.3K | 0.04% | −180−10.1% | Reduced |
| Horizon Investments, LLC | 1,595 | $360.6K | 0.01% | +12+0.8% | Added |
| Moneta Group Investment Advisors LLC | 1,595 | $360.6K | 0.01% | +79+5.2% | Added |
| Washington Trust Bank | 1,598 | $361.3K | 0.03% | +198+14.1% | Added |
| Two Sigma Advisers, LP | 1,600 | $361.7K | 0.00% | −18,800−92.2% | Reduced |
| Arcadia Investment Management Corp | 1,600 | $361.7K | 0.06% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,600 | $361.7K | 0.02% | +1,600 | New |
| Optimize Financial Inc | 1,604 | $362.6K | 0.27% | +1,604 | New |
| Martingale Asset Management L P | 1,608 | $363.6K | 0.01% | −10−0.6% | Reduced |
| One + One Wealth Management, LLC | 1,624 | $367.2K | 0.22% | +396+32.2% | Added |
| Empire Financial Management Company, LLC | 1,624 | $367.3K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,634 | $369.5K | 0.05% | +7+0.4% | Added |
| Moody Aldrich Partners LLC | 1,652 | $373.5K | 0.07% | −410−19.9% | Reduced |
| American National Bank | 1,676 | $378.9K | 0.04% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,686 | $381.1K | 0.12% | +75+4.7% | Added |
| Alps Advisors Inc | 1,687 | $381.4K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,701 | $384.6K | 0.01% | −1,008−37.2% | Reduced |
| Clark Asset Management, LLC | 1,704 | $385.3K | 0.07% | +1,704 | New |
| Strategy Asset Managers LLC | 1,706 | $385.7K | 0.07% | +7+0.4% | Added |
| Silver Oak Securities, Inc | 1,722 | $388.3K | 0.04% | +93+5.7% | Added |
| Ballentine Partners, LLC | 1,720 | $388.9K | 0.01% | +92+5.7% | Added |
| MUFG Securities Americas Inc. | 1,726 | $390.2K | 0.05% | +1,726 | New |
| Central Trust Co | 1,735 | $392.3K | 0.01% | −3−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,738 | $393.0K | 0.04% | +21+1.2% | Added |
| Chancellor Financial Group WB LP | 1,739 | $393.2K | 0.32% | +1,739 | New |