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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 8,381 | $1.89M | 0.01% | −200−2.3% | Reduced |
| Lido Advisors, LLC | 8,258 | $1.87M | 0.01% | +2,726+49.3% | Added |
| Waterloo Capital, L.P. | 8,123 | $1.84M | 0.19% | +411+5.3% | Added |
| Hilton Capital Management, LLC | 8,084 | $1.83M | 0.16% | +348+4.5% | Added |
| Kentucky Retirement Systems | 8,020 | $1.81M | 0.05% | −111−1.4% | Reduced |
| Apollon Wealth Management, LLC | 7,991 | $1.81M | 0.04% | +602+8.1% | Added |
| Sentry LLC | 7,948 | $1.80M | 0.35% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,863 | $1.78M | 0.03% | +1,959+33.2% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.75M | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 7,752 | $1.75M | 0.02% | +7,752 | New |
| Ostrum Asset Management | 7,747 | $1.75M | 0.15% | +2,791+56.3% | Added |
| QRG Capital Management, Inc. | 7,682 | $1.74M | 0.02% | +389+5.3% | Added |
| CWM, LLC | 7,464 | $1.69M | 0.01% | +192+2.6% | Added |
| Avanza Fonder AB | 7,408 | $1.67M | 0.05% | +7,408 | New |
| Knollwood Investment Advisory, LLC | 7,385 | $1.67M | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,322 | $1.66M | 0.00% | +172+2.4% | Added |
| Hartford Investment Management Co | 7,198 | $1.63M | 0.05% | −139−1.9% | Reduced |
| Boyar Asset Management Inc. | 7,181 | $1.62M | 1.07% | +10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,044 | $1.61M | 0.02% | +972+16.0% | Added |
| Vontobel Holding Ltd. | 7,121 | $1.61M | 0.01% | −299−4.0% | Reduced |
| Mount Lucas Management LP | 7,116 | $1.61M | 0.56% | −347−4.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,031 | $1.59M | 0.31% | +164+2.4% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.58M | 0.21% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,912 | $1.56M | 0.02% | +30+0.4% | Added |
| WBI Investments | 6,862 | $1.55M | 0.39% | −1,598−18.9% | Reduced |
| Trueblood Wealth Management, LLC | 6,844 | $1.55M | 0.76% | +88+1.3% | Added |
| Dynasty Wealth Management, LLC | 6,795 | $1.54M | 0.03% | +471+7.4% | Added |
| Dean Capital Management | 6,790 | $1.54M | 0.65% | +123+1.8% | Added |
| Burling Wealth Partners, LLC | 6,748 | $1.53M | 0.31% | +6,748 | New |
| Edgestream Partners, L.P. | 6,717 | $1.52M | 0.06% | +6,717 | New |
| Kesler, Norman & Wride, LLC | 6,654 | $1.50M | 0.32% | −630−8.6% | Reduced |
| Principal Securities, Inc. | 6,566 | $1.48M | 0.03% | +228+3.6% | Added |
| Louisiana State Employees Retirement System | 6,300 | $1.42M | 0.03% | −300−4.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,291 | $1.42M | 0.95% | +2,035+47.8% | Added |
| Maryland State Retirement & Pension System | 6,252 | $1.41M | 0.03% | −418−6.3% | Reduced |
| Centaurus Financial, Inc. | 6,242 | $1.41M | 0.09% | −808−11.5% | Reduced |
| Henshaw Capital LLC | 6,210 | $1.40M | 0.06% | +26+0.4% | Added |
| Thrivent Financial for Lutherans | 6,210 | $1.40M | 0.00% | +6+0.1% | Added |
| Securian Asset Management, Inc | 6,157 | $1.39M | 0.04% | −200−3.1% | Reduced |
| SNS Financial Group, LLC | 6,114 | $1.39M | 0.14% | −571−8.5% | Reduced |
| PDT Partners, LLC | 6,040 | $1.37M | 0.12% | −9,135−60.2% | Reduced |
| TCTC Holdings, LLC | 5,979 | $1.35M | 0.05% | +52+0.9% | Added |
| EP Wealth Advisors, LLC | 5,964 | $1.35M | 0.01% | −264−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,905 | $1.34M | 0.01% | +5,905 | New |
| Spears Abacus Advisors LLC | 5,872 | $1.33M | 0.03% | −198−3.3% | Reduced |
| Bullock Wealth Management Group | 5,869 | $1.33M | 0.77% | −137−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,819 | $1.32M | 0.00% | −463−7.4% | Reduced |
| Park Place Capital Corp | 5,831 | $1.32M | 0.37% | +1,391+31.3% | Added |
| Koshinski Asset Management, Inc. | 5,790 | $1.31M | 0.11% | −50−0.9% | Reduced |
| Proequities, Inc. | 5,547 | $1.30M | 0.07% | +598+12.1% | Added |
| Crawford Investment Counsel Inc | 5,731 | $1.30M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,642 | $1.28M | 0.03% | +2,872+103.7% | Added |
| NEOS Investment Management LLC | 5,632 | $1.27M | 0.03% | +1,242+28.3% | Added |
| New Mexico Educational Retirement Board | 5,550 | $1.25M | 0.04% | −200−3.5% | Reduced |
| Norinchukin Bank, The | 5,543 | $1.25M | 0.03% | +543+10.9% | Added |
| Callan Family Office, LLC | 5,506 | $1.24M | 0.08% | +5,506 | New |
| Oak Thistle LLC | 5,489 | $1.24M | 0.37% | −332−5.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,450 | $1.23M | 0.03% | +350+6.9% | Added |
| Virtus ETF Advisers LLC | 5,389 | $1.22M | 0.50% | +5,389 | New |
| Jane Street Group, LLC | 5,328 | $1.20M | 0.00% | −26,161−83.1% | Reduced |
| Avitas Wealth Management LLC | 5,322 | $1.20M | 0.17% | +72+1.4% | Added |
| Summit Financial, LLC | 5,272 | $1.20M | 0.04% | +761+16.9% | Added |
| Western Wealth Management, LLC | 5,289 | $1.20M | 0.06% | −618−10.5% | Reduced |
| Achmea Investment Management B.V. | 5,254 | $1.19M | 0.02% | −25,906−83.1% | Reduced |
| Morningstar Investment Services LLC | 5,217 | $1.18M | 0.11% | −64,200−92.5% | Reduced |
| Prospera Financial Services Inc | 5,175 | $1.17M | 0.03% | +92+1.8% | Added |
| HighPoint Advisor Group LLC | 4,838 | $1.17M | 0.06% | +314+6.9% | Added |
| Catalyst Capital Advisors LLC | 5,092 | $1.15M | 0.02% | −274−5.1% | Reduced |
| Tributary Capital Management, LLC | 5,003 | $1.13M | 0.09% | +1,513+43.4% | Added |
| Johnson Investment Counsel Inc | 4,943 | $1.12M | 0.01% | +9+0.2% | Added |
| Omers Administration Corp | 4,924 | $1.11M | 0.01% | +840+20.6% | Added |
| Tiaa Trust, National Association | 4,866 | $1.10M | 0.00% | −63−1.3% | Reduced |
| RSM US Wealth Management LLC | 4,799 | $1.09M | 0.02% | −13−0.3% | Reduced |
| J. Safra Sarasin Holding AG | 4,750 | $1.07M | 0.02% | +4,750 | New |
| Montag & Caldwell, LLC | 4,730 | $1.07M | 0.23% | −221−4.5% | Reduced |
| Wellington Management Group LLP | 4,636 | $1.05M | 0.00% | +1,026+28.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,629 | $1.05M | 0.00% | −2,616−36.1% | Reduced |
| Hilltop Holdings Inc. | 4,600 | $1.04M | 0.07% | +180+4.1% | Added |
| Entropy Technologies, LP | 4,581 | $1.04M | 0.11% | +4,581 | New |
| Fiduciary Trust Co | 4,475 | $1.01M | 0.01% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 4,411 | $1.00M | 0.96% | +4,411 | New |
| NewEdge Wealth, LLC | 4,404 | $995.7K | 0.02% | +7+0.2% | Added |
| DT Investment Partners, LLC | 4,272 | $965.9K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,266 | $964.5K | 0.00% | +701+19.7% | Added |
| PFG Investments, LLC | 4,236 | $957.7K | 0.06% | −187−4.2% | Reduced |
| CAPROCK Group, Inc. | 4,208 | $955.3K | 0.03% | +95+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,225 | $955.0K | 0.01% | −3,094−42.3% | Reduced |
| Atomi Financial Group, Inc. | 4,104 | $927.9K | 0.05% | +1,166+39.7% | Added |
| Menard Financial Group LLC | 4,086 | $923.7K | 0.55% | +172+4.4% | Added |
| CIBC World Markets Inc. | 4,050 | $916.0K | 0.00% | −282−6.5% | Reduced |
| Biltmore Family Office, LLC | 4,015 | $911.3K | 0.15% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,014 | $907.5K | 0.34% | +9+0.2% | Added |
| East Coast Asset Management, LLC. | 4,013 | $907.3K | 0.30% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $904.4K | 0.38% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,971 | $897.8K | 0.11% | +252+6.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,942 | $891.2K | 0.03% | −213−5.1% | Reduced |
| TrinityPoint Wealth, LLC | 3,939 | $890.6K | 0.13% | +4+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,920 | $889.9K | 0.03% | +829+26.8% | Added |
| Empirical Finance, LLC | 3,918 | $885.8K | 0.05% | −37−0.9% | Reduced |
| Oppenheimer & Co Inc | 3,876 | $876.3K | 0.01% | −971−20.0% | Reduced |