Skip to main content
Livermore
Livermore
ZHEN

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
Nomura Holdings Inc3,849$870.2K0.00%−11,015−74.1%Reduced
MGB Wealth Management, LLC3,770$852.0K0.26%+115+3.1%Added
Brown Capital Management LLC3,758$849.6K0.02%−6,717−64.1%Reduced
Glenmede Trust Co NA3,751$848.1K0.00%−668−15.1%Reduced
Northwestern Mutual Investment Management Company, LLC3,712$839.2K0.02%+14+0.4%Added
Cedar Mountain Advisors, LLC3,682$832.4K0.18%+15+0.4%Added
Eukles Asset Management3,677$831.3K0.35%00.0%Unchanged
Mission Wealth Management, LP3,635$821.7K0.02%−20−0.5%Reduced
Allstate Corp3,590$811.7K0.02%+3,590New
Accredited Investors Inc.3,571$807.4K0.05%00.0%Unchanged
Smallwood Wealth Investment Management, LLC3,564$805.7K0.56%+12+0.3%Added
Savant Capital, LLC3,555$803.8K0.01%+257+7.8%Added
Guardian Wealth Management, Inc.3,537$799.7K0.54%−282−7.4%Reduced
ABLE Financial Group, LLC3,523$796.5K0.24%−29−0.8%Reduced
Farther Finance Advisors, LLC3,465$783.4K0.03%−74−2.1%Reduced
Clarus Group, Inc.3,460$782.2K0.28%−729−17.4%Reduced
Tyche Wealth Partners LLC3,453$780.7K0.16%+3,453New
Tokio Marine Asset Management Co Ltd3,445$778.9K0.03%00.0%Unchanged
SRN Advisors, LLC3,434$776.4K0.69%−432−11.2%Reduced
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,400$768.7K0.03%+3,400New
MorganRosel Wealth Management, LLC3,398$768.3K0.25%+645+23.4%Added
Engineers Gate Manager LP3,385$765.3K0.01%−20,156−85.6%Reduced
Quadrant Capital Group LLC3,362$760.2K0.05%−21−0.6%Reduced
Jones Financial Companies LLLP3,353$758.1K0.00%+839+33.4%Added
Baker Avenue Asset Management, LP3,347$756.8K0.02%+1,586+90.1%Added
Fulton Bank, N.A.3,346$756.5K0.03%+147+4.6%Added
Cornercap Investment Counsel Inc3,342$755.6K0.24%−133−3.8%Reduced
Delta Financial Group, Inc.3,328$752.0K0.18%00.0%Unchanged
SWMG, LLC3,150$740.1K0.30%−11−0.3%Reduced
D.B. Root & Company, LLC3,251$735.0K0.23%+3+0.1%Added
Legacy Capital Wealth Partners, LLC3,250$734.7K0.18%−3,857−54.3%Reduced
Ossiam3,242$733.0K0.01%+124+4.0%Added
Meyer Handelman Co3,230$730.3K0.03%−40−1.2%Reduced
Vident Advisory, LLC3,199$723.3K0.01%+287+9.9%Added
Jefferies Financial Group Inc.3,198$723.0K0.01%−165−4.9%Reduced
Davy Global Fund Management Ltd3,190$721.2K0.09%00.0%Unchanged
GAMMA Investing LLC3,182$719.4K0.06%+1,004+46.1%Added
Ci Investments Inc.3,174$718.0K0.00%+964+43.6%Added
Atlas Legacy Advisors, LLC3,130$707.7K0.17%+3,130New
IFG Advisory, LLC3,127$706.9K0.04%+3,127New
Resources Investment Advisors, LLC.2,974$672.3K0.01%−36−1.2%Reduced
Bradley Foster & Sargent Inc2,958$668.8K0.01%00.0%Unchanged
HB Wealth Management, LLC2,957$668.7K0.01%+771+35.3%Added
Kidder Stephen W2,950$667.0K0.20%00.0%Unchanged
Ninety One North America, Inc.2,943$665.4K0.04%−385−11.6%Reduced
Dividend Assets Capital, LLC2,937$664.0K0.13%−10−0.3%Reduced
Sepio Capital, LP2,934$663.3K0.05%−45−1.5%Reduced
Beaumont Financial Advisors, LLC2,929$662.2K0.05%00.0%Unchanged
Plato Investment Management Ltd2,879$653.3K0.05%00.0%Unchanged
Albion Financial Group2,882$651.6K0.04%+78+2.8%Added
Dorsey & Whitney Trust CO LLC2,882$651.6K0.04%+116+4.2%Added
Vinva Investment Management Ltd2,841$640.6K0.03%−3,930−58.0%Reduced
United Advisor Group, LLC2,812$635.8K0.13%+402+16.7%Added
Moody Lynn & Lieberson, LLC2,810$635.3K0.04%+23+0.8%Added
Empowered Funds, LLC2,797$632.4K0.01%+329+13.3%Added
TD Private Client Wealth LLC2,780$628.6K0.02%00.0%Unchanged
Cresset Asset Management, LLC2,771$628.6K0.00%−5,583−66.8%Reduced
Marietta Investment Partners LLC2,738$619.0K0.14%−72−2.6%Reduced
Chicago Trust Co NA2,728$616.8K0.11%00.0%Unchanged
Meeder Advisory Services, Inc.2,718$614.6K0.04%+3+0.1%Added
BHK Investment Advisors, LLC2,715$613.9K0.23%−23−0.8%Reduced
WealthTrust Axiom LLC2,681$606.1K0.18%00.0%Unchanged
Sompo Asset Management Co., Ltd.2,670$603.7K0.10%−40−1.5%Reduced
Argent Trust Co2,656$600.5K0.02%00.0%Unchanged
Citizens Financial Group Inc2,654$600.0K0.01%+272+11.4%Added
Jacobi Capital Management LLC2,653$599.8K0.04%+2+0.1%Added
Capstone Investment Advisors, LLC2,616$591.5K0.01%+1,834+234.5%Added
Forza Wealth Management, LLC2,600$587.8K0.27%−300−10.3%Reduced
Everence Capital Management Inc2,596$587.0K0.04%00.0%Unchanged
Brighton Jones LLC2,565$579.9K0.02%+2,565New
Qtron Investments LLC2,562$579.2K0.08%00.0%Unchanged
V-Square Quantitative Management LLC2,555$577.7K0.08%−168−6.2%Reduced
Global Retirement Partners, LLC2,548$576.2K0.02%+331+14.9%Added
Venturi Wealth Management, LLC2,547$575.9K0.03%+1,014+66.1%Added
Voleon Capital Management LP2,536$573.4K0.04%+2,536New
Ami Asset Management Corp2,534$572.9K0.03%−93−3.5%Reduced
Simmons Bank2,531$572.2K0.04%+37+1.5%Added
United Capital Financial Advisers, LLC2,503$565.9K0.00%−28−1.1%Reduced
Shufro Rose & Co LLC2,500$565.2K0.04%00.0%Unchanged
Ellevest, Inc.2,454$554.8K0.03%+125+5.4%Added
Nebula Research & Development LLC2,448$553.5K0.06%+2,448New
Gsa Capital Partners LLP2,447$553.0K0.04%−11−0.4%Reduced
Miracle Mile Advisors, LLC2,433$550.2K0.01%+1,204+98.0%Added
Private Advisor Group, LLC2,403$543.3K0.00%+39+1.6%Added
Pitcairn Co2,396$541.7K0.03%+3+0.1%Added
Lord & Richards Wealth Management, LLC2,383$538.8K1.14%+2,383New
Vestcor Inc2,360$534.0K0.02%−3−0.1%Reduced
SeaBridge Investment Advisors LLC2,344$530.0K0.11%00.0%Unchanged
Sterling Capital Management LLC2,335$527.9K0.01%−3−0.1%Reduced
Snowden Capital Advisors LLC2,324$527.5K0.02%+113+5.1%Added
Cary Street Partner Investment Advisory LLC2,329$526.6K0.35%−979−29.6%Reduced
Plante Moran Financial Advisors, LLC2,323$525.3K0.04%+22+1.0%Added
Horizon Kinetics Asset Management LLC2,307$521.6K0.01%+59+2.6%Added
Beacon Pointe Advisors, LLC2,288$517.3K0.01%+817+55.5%Added
Quantbot Technologies LP2,275$514.4K0.02%−7,531−76.8%Reduced
Hall Laurie J Trustee2,250$509.0K0.17%00.0%Unchanged
Exchange Bank2,250$508.7K0.41%00.0%Unchanged
Segment Wealth Management, LLC2,244$507.3K0.03%00.0%Unchanged
SG Americas Securities, LLC2,242$507.0K0.00%−755−25.2%Reduced
National Asset Management, Inc.2,222$504.2K0.02%+61+2.8%Added