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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 2,810 | $635.3K | 0.04% | +23+0.8% | Added |
| United Advisor Group, LLC | 2,812 | $635.8K | 0.13% | +402+16.7% | Added |
| Vinva Investment Management Ltd | 2,841 | $640.6K | 0.03% | −3,930−58.0% | Reduced |
| Albion Financial Group | 2,882 | $651.6K | 0.04% | +78+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 2,882 | $651.6K | 0.04% | +116+4.2% | Added |
| Plato Investment Management Ltd | 2,879 | $653.3K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,929 | $662.2K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,934 | $663.3K | 0.05% | −45−1.5% | Reduced |
| Dividend Assets Capital, LLC | 2,937 | $664.0K | 0.13% | −10−0.3% | Reduced |
| Ninety One North America, Inc. | 2,943 | $665.4K | 0.04% | −385−11.6% | Reduced |
| Kidder Stephen W | 2,950 | $667.0K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,957 | $668.7K | 0.01% | +771+35.3% | Added |
| Bradley Foster & Sargent Inc | 2,958 | $668.8K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,974 | $672.3K | 0.01% | −36−1.2% | Reduced |
| IFG Advisory, LLC | 3,127 | $706.9K | 0.04% | +3,127 | New |
| Atlas Legacy Advisors, LLC | 3,130 | $707.7K | 0.17% | +3,130 | New |
| Ci Investments Inc. | 3,174 | $718.0K | 0.00% | +964+43.6% | Added |
| GAMMA Investing LLC | 3,182 | $719.4K | 0.06% | +1,004+46.1% | Added |
| Davy Global Fund Management Ltd | 3,190 | $721.2K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,198 | $723.0K | 0.01% | −165−4.9% | Reduced |
| Vident Advisory, LLC | 3,199 | $723.3K | 0.01% | +287+9.9% | Added |
| Meyer Handelman Co | 3,230 | $730.3K | 0.03% | −40−1.2% | Reduced |
| Ossiam | 3,242 | $733.0K | 0.01% | +124+4.0% | Added |
| Legacy Capital Wealth Partners, LLC | 3,250 | $734.7K | 0.18% | −3,857−54.3% | Reduced |
| D.B. Root & Company, LLC | 3,251 | $735.0K | 0.23% | +3+0.1% | Added |
| SWMG, LLC | 3,150 | $740.1K | 0.30% | −11−0.3% | Reduced |
| Delta Financial Group, Inc. | 3,328 | $752.0K | 0.18% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,342 | $755.6K | 0.24% | −133−3.8% | Reduced |
| Fulton Bank, N.A. | 3,346 | $756.5K | 0.03% | +147+4.6% | Added |
| Baker Avenue Asset Management, LP | 3,347 | $756.8K | 0.02% | +1,586+90.1% | Added |
| Jones Financial Companies LLLP | 3,353 | $758.1K | 0.00% | +839+33.4% | Added |
| Quadrant Capital Group LLC | 3,362 | $760.2K | 0.05% | −21−0.6% | Reduced |
| Engineers Gate Manager LP | 3,385 | $765.3K | 0.01% | −20,156−85.6% | Reduced |
| MorganRosel Wealth Management, LLC | 3,398 | $768.3K | 0.25% | +645+23.4% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,400 | $768.7K | 0.03% | +3,400 | New |
| SRN Advisors, LLC | 3,434 | $776.4K | 0.69% | −432−11.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,445 | $778.9K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,453 | $780.7K | 0.16% | +3,453 | New |
| Clarus Group, Inc. | 3,460 | $782.2K | 0.28% | −729−17.4% | Reduced |
| Farther Finance Advisors, LLC | 3,465 | $783.4K | 0.03% | −74−2.1% | Reduced |
| ABLE Financial Group, LLC | 3,523 | $796.5K | 0.24% | −29−0.8% | Reduced |
| Guardian Wealth Management, Inc. | 3,537 | $799.7K | 0.54% | −282−7.4% | Reduced |
| Savant Capital, LLC | 3,555 | $803.8K | 0.01% | +257+7.8% | Added |
| Smallwood Wealth Investment Management, LLC | 3,564 | $805.7K | 0.56% | +12+0.3% | Added |
| Accredited Investors Inc. | 3,571 | $807.4K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 3,590 | $811.7K | 0.02% | +3,590 | New |
| Mission Wealth Management, LP | 3,635 | $821.7K | 0.02% | −20−0.5% | Reduced |
| Eukles Asset Management | 3,677 | $831.3K | 0.35% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,682 | $832.4K | 0.18% | +15+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,712 | $839.2K | 0.02% | +14+0.4% | Added |
| Glenmede Trust Co NA | 3,751 | $848.1K | 0.00% | −668−15.1% | Reduced |
| Brown Capital Management LLC | 3,758 | $849.6K | 0.02% | −6,717−64.1% | Reduced |
| MGB Wealth Management, LLC | 3,770 | $852.0K | 0.26% | +115+3.1% | Added |
| Nomura Holdings Inc | 3,849 | $870.2K | 0.00% | −11,015−74.1% | Reduced |
| Oppenheimer & Co Inc | 3,876 | $876.3K | 0.01% | −971−20.0% | Reduced |
| Empirical Finance, LLC | 3,918 | $885.8K | 0.05% | −37−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,920 | $889.9K | 0.03% | +829+26.8% | Added |
| TrinityPoint Wealth, LLC | 3,939 | $890.6K | 0.13% | +4+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,942 | $891.2K | 0.03% | −213−5.1% | Reduced |
| LVW Advisors, LLC | 3,971 | $897.8K | 0.11% | +252+6.8% | Added |
| Bank Ozk | 4,000 | $904.4K | 0.38% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $907.3K | 0.30% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,014 | $907.5K | 0.34% | +9+0.2% | Added |
| Biltmore Family Office, LLC | 4,015 | $911.3K | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,050 | $916.0K | 0.00% | −282−6.5% | Reduced |
| Menard Financial Group LLC | 4,086 | $923.7K | 0.55% | +172+4.4% | Added |
| Atomi Financial Group, Inc. | 4,104 | $927.9K | 0.05% | +1,166+39.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,225 | $955.0K | 0.01% | −3,094−42.3% | Reduced |
| CAPROCK Group, Inc. | 4,208 | $955.3K | 0.03% | +95+2.3% | Added |
| PFG Investments, LLC | 4,236 | $957.7K | 0.06% | −187−4.2% | Reduced |
| Panagora Asset Management Inc | 4,266 | $964.5K | 0.00% | +701+19.7% | Added |
| DT Investment Partners, LLC | 4,272 | $965.9K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,404 | $995.7K | 0.02% | +7+0.2% | Added |
| Cushing Capital Partners, LLC | 4,411 | $1.00M | 0.96% | +4,411 | New |
| Fiduciary Trust Co | 4,475 | $1.01M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,581 | $1.04M | 0.11% | +4,581 | New |
| Hilltop Holdings Inc. | 4,600 | $1.04M | 0.07% | +180+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,629 | $1.05M | 0.00% | −2,616−36.1% | Reduced |
| Wellington Management Group LLP | 4,636 | $1.05M | 0.00% | +1,026+28.4% | Added |
| Montag & Caldwell, LLC | 4,730 | $1.07M | 0.23% | −221−4.5% | Reduced |
| J. Safra Sarasin Holding AG | 4,750 | $1.07M | 0.02% | +4,750 | New |
| RSM US Wealth Management LLC | 4,799 | $1.09M | 0.02% | −13−0.3% | Reduced |
| Tiaa Trust, National Association | 4,866 | $1.10M | 0.00% | −63−1.3% | Reduced |
| Omers Administration Corp | 4,924 | $1.11M | 0.01% | +840+20.6% | Added |
| Johnson Investment Counsel Inc | 4,943 | $1.12M | 0.01% | +9+0.2% | Added |
| Tributary Capital Management, LLC | 5,003 | $1.13M | 0.09% | +1,513+43.4% | Added |
| Catalyst Capital Advisors LLC | 5,092 | $1.15M | 0.02% | −274−5.1% | Reduced |
| HighPoint Advisor Group LLC | 4,838 | $1.17M | 0.06% | +314+6.9% | Added |
| Prospera Financial Services Inc | 5,175 | $1.17M | 0.03% | +92+1.8% | Added |
| Morningstar Investment Services LLC | 5,217 | $1.18M | 0.11% | −64,200−92.5% | Reduced |
| Achmea Investment Management B.V. | 5,254 | $1.19M | 0.02% | −25,906−83.1% | Reduced |
| Western Wealth Management, LLC | 5,289 | $1.20M | 0.06% | −618−10.5% | Reduced |
| Summit Financial, LLC | 5,272 | $1.20M | 0.04% | +761+16.9% | Added |
| Avitas Wealth Management LLC | 5,322 | $1.20M | 0.17% | +72+1.4% | Added |
| Jane Street Group, LLC | 5,328 | $1.20M | 0.00% | −26,161−83.1% | Reduced |
| Virtus ETF Advisers LLC | 5,389 | $1.22M | 0.50% | +5,389 | New |
| E. Ohman J:or Asset Management AB | 5,450 | $1.23M | 0.03% | +350+6.9% | Added |
| Oak Thistle LLC | 5,489 | $1.24M | 0.37% | −332−5.7% | Reduced |
| Callan Family Office, LLC | 5,506 | $1.24M | 0.08% | +5,506 | New |
| Norinchukin Bank, The | 5,543 | $1.25M | 0.03% | +543+10.9% | Added |