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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
Kentucky Trust Co300$67.8K0.04%+300New
Roble, Belko & Company, Inc295$67.0K0.01%00.0%Unchanged
MV Capital Management, Inc.294$66.5K0.01%−2−0.7%Reduced
Ransom Advisory, Ltd287$64.9K0.03%00.0%Unchanged
Larson Financial Group LLC272$61.5K0.00%+150+123.0%Added
Marshall & Sterling Wealth Advisors Inc.263$59.5K0.04%+263New
Financial Network Wealth Advisors LLC261$59.0K0.11%−214−45.1%Reduced
HighMark Wealth Management LLC256$57.9K0.03%+1+0.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC245$55.4K0.00%+27+12.4%Added
Piscataqua Savings Bank235$53.1K0.05%00.0%Unchanged
UMA Financial Services, Inc.232$52.5K0.01%+232New
LGT Financial Advisors LLC231$52.2K0.12%00.0%Unchanged
Asset Dedication, LLC229$51.8K0.00%00.0%Unchanged
Blume Capital Management, Inc.229$51.8K0.01%00.0%Unchanged
Promus Capital, LLC229$51.8K0.04%+229New
Salem Investment Counselors Inc225$51.1K0.00%+150+200.0%Added
Front Row Advisors LLC225$51.1K0.02%00.0%Unchanged
Bruce G. Allen Investments, LLC219$49.5K0.04%−2−0.9%Reduced
Truvestments Capital LLC212$47.9K0.01%+1+0.5%Added
Curio Wealth, LLC200$45.2K0.02%+200New
Anfield Capital Management, LLC196$44.3K0.02%00.0%Unchanged
Manchester Capital Management LLC191$43.2K0.01%+23+13.7%Added
Cape Investment Advisory, Inc.191$43.2K0.02%+31+19.4%Added
FSA Wealth Management LLC184$41.6K0.02%00.0%Unchanged
Global X Japan Co., Ltd.181$40.9K0.01%+181New
Hazlett, Burt & Watson, Inc.175$40.0K0.02%00.0%Unchanged
Evergreen Private Wealth LLC174$39.3K0.02%00.0%Unchanged
Rothschild Investment LLC170$38.4K0.00%+1+0.6%Added
Smithfield Trust Co170$38.0K0.00%00.0%Unchanged
WPG Advisers, LLC168$38.0K0.04%+168New
Stuart Chaussee & Associates, Inc.163$36.9K0.01%00.0%Unchanged
Gen-Wealth Partners Inc160$36.2K0.02%+160New
Stance Capital LLC160$36.2K0.02%+160New
JFS Wealth Advisors, LLC157$35.5K0.00%00.0%Unchanged
Fortitude Family Office, LLC156$35.3K0.01%+111+246.7%Added
Sandy Spring Bank153$34.6K0.00%00.0%Unchanged
Ogorek Anthony Joseph153$34.0K0.01%00.0%Unchanged
True Wealth Design, LLC150$33.9K0.01%+1+0.7%Added
Minot DeBlois Advisors LLC150$33.9K0.03%+150New
Central Pacific Bank - Trust Division128$28.9K0.00%−96−42.9%Reduced
Bogart Wealth, LLC121$27.3K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.119$27.0K0.08%00.0%Unchanged
CVA Family Office, LLC118$26.7K0.00%+38+47.5%Added
Valued Wealth Advisors LLC117$26.6K0.02%00.0%Unchanged
Lazard Asset Management LLC112$25.0K0.00%+3+2.8%Added
Oakworth Capital, Inc.109$24.6K0.00%00.0%Unchanged
Salomon & Ludwin, LLC107$24.2K0.00%00.0%Unchanged
Hemington Wealth Management108$24.0K0.01%+26+31.7%Added
Atlantic Trust, LLC106$24.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC100$22.6K0.01%00.0%Unchanged
Sound Income Strategies, LLC100$22.6K0.00%+100New
Flagship Wealth Advisors, LLC100$22.6K0.01%+100New
Asset Planning,Inc99$22.4K0.02%+99New
City State Bank96$21.7K0.01%+75+357.1%Added
Continuum Advisory, LLC95$21.5K0.00%−2−2.1%Reduced
Caldwell Trust Co93$21.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC90$20.3K0.01%00.0%Unchanged
R Squared Ltd90$20.3K0.02%+90New
Capital Analysts, LLC88$20.0K0.00%00.0%Unchanged
Centerpoint Advisors, LLC89$20.0K0.01%00.0%Unchanged
Meeder Asset Management Inc83$18.8K0.00%−41,500−99.8%Reduced
Sunbelt Securities, Inc.82$18.5K0.00%00.0%Unchanged
Northwest Bank & Trust Co78$18.4K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc81$18.3K0.00%00.0%Unchanged
WR Wealth Planners, LLC80$18.1K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD80$18.1K0.01%00.0%Unchanged
S&T Bank73$16.5K0.01%+73New
Graney & King, LLC70$15.8K0.01%+70New
Towarzystwo Funduszy Inwestycyjnych Pzu SA70$15.8K0.01%+70New
Private Wealth Management Group, LLC69$15.6K0.01%00.0%Unchanged
Global Financial Private Client, LLC68$15.4K0.01%+4+6.3%Added
Pin Oak Investment Advisors Inc72$15.0K0.01%00.0%Unchanged
Rise Advisors, LLC66$14.9K0.01%+2+3.1%Added
Coston, McIsaac & Partners64$14.0K0.00%00.0%Unchanged
REAP Financial Group, LLC61$13.8K0.00%+61New
First United Bank Trust60$13.6K0.00%−4−6.3%Reduced
Bank of Jackson Hole Trust58$13.1K0.01%+58New
Retirement Wealth Solutions LLC58$12.8K0.01%+58New
North Star Investment Management Corp.55$12.4K0.00%+16+41.0%Added
CoreCap Advisors, LLC54$12.2K0.00%+51+1,700.0%Added
Fortis Group Advisors, LLC53$12.0K0.00%00.0%Unchanged
Hallmark Capital Management Inc52$11.8K0.00%00.0%Unchanged
Investors Research Corp52$11.8K0.00%00.0%Unchanged
New Millennium Group LLC51$11.5K0.01%00.0%Unchanged
Creative Financial Designs Inc51$11.5K0.00%+8+18.6%Added
Caitong International Asset Management Co., Ltd51$11.5K0.01%+51New
West Branch Capital LLC50$11.3K0.00%00.0%Unchanged
PrairieView Partners, LLC49$11.0K0.00%00.0%Unchanged
Sierra Ocean, LLC46$10.5K0.01%+46New
Criterion Capital Advisors, LLC53$10.4K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$10.2K0.00%00.0%Unchanged
Sachetta, LLC42$9.52K0.00%00.0%Unchanged
Hexagon Capital Partners LLC42$9.50K0.00%+25+147.1%Added
Bell Investment Advisors, Inc41$9.27K0.00%+6+17.1%Added
Cornerstone Planning Group LLC38$9.10K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$8.57K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC36$8.17K0.00%00.0%Unchanged
POM Investment Strategies, LLC36$8.14K0.01%+36New
Transamerica Financial Advisors, Inc.33$8.00K0.00%+26+371.4%Added
First Financial Corp30$6.78K0.00%00.0%Unchanged