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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
Keybank National Association1,746$394.7K0.00%+23+1.3%Added
Mystic Asset Management, Inc.1,780$402.4K0.11%+200+12.7%Added
1858 Wealth Management, LLC1,795$405.8K0.32%−8−0.4%Reduced
MONECO Advisors, LLC1,795$405.8K0.04%+229+14.6%Added
Norden Group LLC1,805$408.0K0.05%+152+9.2%Added
Roehl & Yi Investment Advisors, LLC1,811$409.4K0.23%+1,811New
Marco Investment Management LLC1,812$409.7K0.04%+12+0.7%Added
Independence Bank of Kentucky1,820$411.5K0.06%+1,725+1,815.8%Added
Y-Intercept (Hong Kong) Ltd1,824$412.4K0.03%−9,737−84.2%Reduced
Vista Wealth Management Group, LLC1,837$415.3K0.03%+45+2.5%Added
Trust Point Inc.1,859$420.3K0.03%+1,859New
Maripau Wealth Management LLC1,852$420.3K0.25%+1,852New
Icon Wealth Advisors, LLC1,884$426.0K0.04%00.0%Unchanged
First Heartland Consultants, Inc.1,889$427.1K0.04%−166−8.1%Reduced
Guggenheim Capital LLC1,895$428.4K0.00%+270+16.6%Added
Vivaldi Capital Management, LLC1,796$430.2K0.07%+83+4.8%Added
Wealth Alliance1,903$430.4K0.05%−12−0.6%Reduced
Signaturefd, LLC1,910$431.8K0.01%+95+5.2%Added
CWS Financial Advisors, LLC1,911$432.1K0.14%+675+54.6%Added
Eastern Bank1,918$433.6K0.01%+120+6.7%Added
Advisors Preferred, LLC1,919$435.3K0.07%−646−25.2%Reduced
Ifrah Financial Services, Inc.1,935$437.5K0.12%−33−1.7%Reduced
Boothbay Fund Management, LLC1,938$438.2K0.01%−43−2.2%Reduced
Aberdeen Wealth Management LLC1,939$438.4K0.30%−130−6.3%Reduced
Tectonic Advisors LLC1,939$438.4K0.03%+98+5.3%Added
Tobam1,942$439.0K0.13%+357+22.5%Added
Mather Group, LLC.1,948$440.4K0.01%−344−15.0%Reduced
Change Path, LLC1,958$442.6K0.01%+410+26.5%Added
Wedmont Private Capital2,003$443.6K0.02%+339+20.4%Added
Mindset Wealth Management, LLC1,971$445.6K0.16%+54+2.8%Added
Crew Capital Management, Ltd.1,972$445.8K0.37%−2,092−51.5%Reduced
Portside Wealth Group, LLC1,977$447.0K0.07%+125+6.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,980$447.6K0.01%+113+6.1%Added
Mutual Advisors, LLC1,940$448.2K0.01%+204+11.8%Added
Eagle Bay Advisors LLC1,992$452.1K0.28%+338+20.4%Added
Unique Wealth, LLC2,008$454.0K0.09%+404+25.2%Added
Jump Financial, LLC2,020$456.7K0.01%−325−13.9%Reduced
Gibbs Wealth Management2,021$456.9K0.12%+390+23.9%Added
Thoroughbred Financial Services, LLC2,031$459.0K0.03%−18−0.9%Reduced
Redmond Asset Management, LLC2,033$459.6K0.11%+2,033New
Spire Wealth Management2,044$462.1K0.01%00.0%Unchanged
Vise Technologies, Inc.2,050$463.4K0.04%+2,050New
Bridges Investment Management Inc2,051$463.7K0.01%−3−0.1%Reduced
Second Half Financial Partners, LLC2,052$463.9K0.23%+2,052New
AssuredPartners Investment Advisors, LLC2,056$464.8K0.09%+2,056New
Everpar Advisors LLC2,056$464.8K0.23%+10.0%Added
Mitchell McLeod Pugh & Williams Inc2,062$466.2K0.10%−1,110−35.0%Reduced
NorthRock Partners, LLC2,116$480.3K0.02%+59+2.9%Added
Heritage Wealth Advisors2,138$483.4K0.02%+2+0.1%Added
Wetherby Asset Management Inc2,164$489.3K0.02%−59−2.7%Reduced
Court Place Advisors, LLC2,176$492.0K0.16%−250−10.3%Reduced
Patriot Financial Group Insurance Agency, LLC2,184$493.8K0.07%+33+1.5%Added
Huntington National Bank2,184$493.8K0.00%−49−2.2%Reduced
Voya Financial Advisors, Inc.2,235$504.0K0.05%−45−2.0%Reduced
National Asset Management, Inc.2,222$504.2K0.02%+61+2.8%Added
SG Americas Securities, LLC2,242$507.0K0.00%−755−25.2%Reduced
Segment Wealth Management, LLC2,244$507.3K0.03%00.0%Unchanged
Exchange Bank2,250$508.7K0.41%00.0%Unchanged
Hall Laurie J Trustee2,250$509.0K0.17%00.0%Unchanged
Quantbot Technologies LP2,275$514.4K0.02%−7,531−76.8%Reduced
Beacon Pointe Advisors, LLC2,288$517.3K0.01%+817+55.5%Added
Horizon Kinetics Asset Management LLC2,307$521.6K0.01%+59+2.6%Added
Plante Moran Financial Advisors, LLC2,323$525.3K0.04%+22+1.0%Added
Cary Street Partner Investment Advisory LLC2,329$526.6K0.35%−979−29.6%Reduced
Snowden Capital Advisors LLC2,324$527.5K0.02%+113+5.1%Added
Sterling Capital Management LLC2,335$527.9K0.01%−3−0.1%Reduced
SeaBridge Investment Advisors LLC2,344$530.0K0.11%00.0%Unchanged
Vestcor Inc2,360$534.0K0.02%−3−0.1%Reduced
Lord & Richards Wealth Management, LLC2,383$538.8K1.14%+2,383New
Pitcairn Co2,396$541.7K0.03%+3+0.1%Added
Private Advisor Group, LLC2,403$543.3K0.00%+39+1.6%Added
Miracle Mile Advisors, LLC2,433$550.2K0.01%+1,204+98.0%Added
Gsa Capital Partners LLP2,447$553.0K0.04%−11−0.4%Reduced
Nebula Research & Development LLC2,448$553.5K0.06%+2,448New
Ellevest, Inc.2,454$554.8K0.03%+125+5.4%Added
Shufro Rose & Co LLC2,500$565.2K0.04%00.0%Unchanged
United Capital Financial Advisers, LLC2,503$565.9K0.00%−28−1.1%Reduced
Simmons Bank2,531$572.2K0.04%+37+1.5%Added
Ami Asset Management Corp2,534$572.9K0.03%−93−3.5%Reduced
Voleon Capital Management LP2,536$573.4K0.04%+2,536New
Venturi Wealth Management, LLC2,547$575.9K0.03%+1,014+66.1%Added
Global Retirement Partners, LLC2,548$576.2K0.02%+331+14.9%Added
V-Square Quantitative Management LLC2,555$577.7K0.08%−168−6.2%Reduced
Qtron Investments LLC2,562$579.2K0.08%00.0%Unchanged
Brighton Jones LLC2,565$579.9K0.02%+2,565New
Everence Capital Management Inc2,596$587.0K0.04%00.0%Unchanged
Forza Wealth Management, LLC2,600$587.8K0.27%−300−10.3%Reduced
Capstone Investment Advisors, LLC2,616$591.5K0.01%+1,834+234.5%Added
Jacobi Capital Management LLC2,653$599.8K0.04%+2+0.1%Added
Citizens Financial Group Inc2,654$600.0K0.01%+272+11.4%Added
Argent Trust Co2,656$600.5K0.02%00.0%Unchanged
Sompo Asset Management Co., Ltd.2,670$603.7K0.10%−40−1.5%Reduced
WealthTrust Axiom LLC2,681$606.1K0.18%00.0%Unchanged
BHK Investment Advisors, LLC2,715$613.9K0.23%−23−0.8%Reduced
Meeder Advisory Services, Inc.2,718$614.6K0.04%+3+0.1%Added
Chicago Trust Co NA2,728$616.8K0.11%00.0%Unchanged
Marietta Investment Partners LLC2,738$619.0K0.14%−72−2.6%Reduced
Cresset Asset Management, LLC2,771$628.6K0.00%−5,583−66.8%Reduced
TD Private Client Wealth LLC2,780$628.6K0.02%00.0%Unchanged
Empowered Funds, LLC2,797$632.4K0.01%+329+13.3%Added