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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 30 | $6.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $6.66K | 0.00% | +5+20.8% | Added |
| Iron Horse Wealth Management, LLC | 27 | $6.10K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 26 | $6.00K | 0.00% | +26 | New |
| First Pacific Financial | 26 | $5.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $5.65K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 24 | $5.43K | 0.00% | +24 | New |
| Coppell Advisory Solutions LLC | 22 | $5.07K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 22 | $4.99K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 21 | $4.75K | 0.00% | −1,373−98.5% | Reduced |
| Hollencrest Capital Management | 21 | $4.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $4.52K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 20 | $4.52K | 0.00% | +20 | New |
| C M Bidwell & Associates Ltd | 18 | $4.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $4.07K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $4.07K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 17 | $3.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $3.84K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $3.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.17K | 0.00% | −3−17.6% | Reduced |
| Headlands Technologies LLC | 14 | $3.17K | 0.00% | −92−86.8% | Reduced |
| Avion Wealth | 15 | $3.00K | 0.00% | +3+25.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 13 | $2.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $2.49K | 0.00% | −3−21.4% | Reduced |
| Raffa Wealth Management, LLC | 11 | $2.49K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $2.49K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $2.49K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 11 | $2.49K | 0.00% | +11 | New |
| New Wave Wealth Advisors LLC | 9 | $2.04K | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 9 | $2.04K | 0.00% | +9 | New |
| Talon Private Wealth, LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $1.58K | 0.00% | +7 | New |
| Atala Financial Inc | 7 | $1.58K | 0.00% | +7 | New |
| Rosenberg Matthew Hamilton | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $1.36K | 0.00% | +6 | New |
| NBC Securities, Inc. | 5 | $1.35K | 0.12% | −5,946−99.9% | Reduced |
| TFC Financial Management | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Riverview Trust Co | 4 | $904 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $902 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $678 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $678 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $474 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $452 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 2 | $452 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $452 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $452 | 0.00% | +2 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $227 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $226 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $226 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $226 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −240,900−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −78,589−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −67,174−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −27,415−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −27,033−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −26,763−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,995−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,283−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,672−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,318−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −7,606−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,274−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −6,129−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,953−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,874−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −3,663−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −3,455−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −127,728−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |