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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 2,235 | $504.0K | 0.05% | −45−2.0% | Reduced |
| Huntington National Bank | 2,184 | $493.8K | 0.00% | −49−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,184 | $493.8K | 0.07% | +33+1.5% | Added |
| Court Place Advisors, LLC | 2,176 | $492.0K | 0.16% | −250−10.3% | Reduced |
| Wetherby Asset Management Inc | 2,164 | $489.3K | 0.02% | −59−2.7% | Reduced |
| Heritage Wealth Advisors | 2,138 | $483.4K | 0.02% | +2+0.1% | Added |
| NorthRock Partners, LLC | 2,116 | $480.3K | 0.02% | +59+2.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,062 | $466.2K | 0.10% | −1,110−35.0% | Reduced |
| Everpar Advisors LLC | 2,056 | $464.8K | 0.23% | +10.0% | Added |
| AssuredPartners Investment Advisors, LLC | 2,056 | $464.8K | 0.09% | +2,056 | New |
| Second Half Financial Partners, LLC | 2,052 | $463.9K | 0.23% | +2,052 | New |
| Bridges Investment Management Inc | 2,051 | $463.7K | 0.01% | −3−0.1% | Reduced |
| Vise Technologies, Inc. | 2,050 | $463.4K | 0.04% | +2,050 | New |
| Spire Wealth Management | 2,044 | $462.1K | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 2,033 | $459.6K | 0.11% | +2,033 | New |
| Thoroughbred Financial Services, LLC | 2,031 | $459.0K | 0.03% | −18−0.9% | Reduced |
| Gibbs Wealth Management | 2,021 | $456.9K | 0.12% | +390+23.9% | Added |
| Jump Financial, LLC | 2,020 | $456.7K | 0.01% | −325−13.9% | Reduced |
| Unique Wealth, LLC | 2,008 | $454.0K | 0.09% | +404+25.2% | Added |
| Eagle Bay Advisors LLC | 1,992 | $452.1K | 0.28% | +338+20.4% | Added |
| Mutual Advisors, LLC | 1,940 | $448.2K | 0.01% | +204+11.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,980 | $447.6K | 0.01% | +113+6.1% | Added |
| Portside Wealth Group, LLC | 1,977 | $447.0K | 0.07% | +125+6.7% | Added |
| Crew Capital Management, Ltd. | 1,972 | $445.8K | 0.37% | −2,092−51.5% | Reduced |
| Mindset Wealth Management, LLC | 1,971 | $445.6K | 0.16% | +54+2.8% | Added |
| Wedmont Private Capital | 2,003 | $443.6K | 0.02% | +339+20.4% | Added |
| Change Path, LLC | 1,958 | $442.6K | 0.01% | +410+26.5% | Added |
| Mather Group, LLC. | 1,948 | $440.4K | 0.01% | −344−15.0% | Reduced |
| Tobam | 1,942 | $439.0K | 0.13% | +357+22.5% | Added |
| Tectonic Advisors LLC | 1,939 | $438.4K | 0.03% | +98+5.3% | Added |
| Aberdeen Wealth Management LLC | 1,939 | $438.4K | 0.30% | −130−6.3% | Reduced |
| Boothbay Fund Management, LLC | 1,938 | $438.2K | 0.01% | −43−2.2% | Reduced |
| Ifrah Financial Services, Inc. | 1,935 | $437.5K | 0.12% | −33−1.7% | Reduced |
| Advisors Preferred, LLC | 1,919 | $435.3K | 0.07% | −646−25.2% | Reduced |
| Eastern Bank | 1,918 | $433.6K | 0.01% | +120+6.7% | Added |
| CWS Financial Advisors, LLC | 1,911 | $432.1K | 0.14% | +675+54.6% | Added |
| Signaturefd, LLC | 1,910 | $431.8K | 0.01% | +95+5.2% | Added |
| Wealth Alliance | 1,903 | $430.4K | 0.05% | −12−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 1,796 | $430.2K | 0.07% | +83+4.8% | Added |
| Guggenheim Capital LLC | 1,895 | $428.4K | 0.00% | +270+16.6% | Added |
| First Heartland Consultants, Inc. | 1,889 | $427.1K | 0.04% | −166−8.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,884 | $426.0K | 0.04% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 1,852 | $420.3K | 0.25% | +1,852 | New |
| Trust Point Inc. | 1,859 | $420.3K | 0.03% | +1,859 | New |
| Vista Wealth Management Group, LLC | 1,837 | $415.3K | 0.03% | +45+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,824 | $412.4K | 0.03% | −9,737−84.2% | Reduced |
| Independence Bank of Kentucky | 1,820 | $411.5K | 0.06% | +1,725+1,815.8% | Added |
| Marco Investment Management LLC | 1,812 | $409.7K | 0.04% | +12+0.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 1,811 | $409.4K | 0.23% | +1,811 | New |
| Norden Group LLC | 1,805 | $408.0K | 0.05% | +152+9.2% | Added |
| 1858 Wealth Management, LLC | 1,795 | $405.8K | 0.32% | −8−0.4% | Reduced |
| MONECO Advisors, LLC | 1,795 | $405.8K | 0.04% | +229+14.6% | Added |
| Mystic Asset Management, Inc. | 1,780 | $402.4K | 0.11% | +200+12.7% | Added |
| Keybank National Association | 1,746 | $394.7K | 0.00% | +23+1.3% | Added |
| Chancellor Financial Group WB LP | 1,739 | $393.2K | 0.32% | +1,739 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,738 | $393.0K | 0.04% | +21+1.2% | Added |
| Central Trust Co | 1,735 | $392.3K | 0.01% | −3−0.2% | Reduced |
| MUFG Securities Americas Inc. | 1,726 | $390.2K | 0.05% | +1,726 | New |
| Ballentine Partners, LLC | 1,720 | $388.9K | 0.01% | +92+5.7% | Added |
| Silver Oak Securities, Inc | 1,722 | $388.3K | 0.04% | +93+5.7% | Added |
| Strategy Asset Managers LLC | 1,706 | $385.7K | 0.07% | +7+0.4% | Added |
| Clark Asset Management, LLC | 1,704 | $385.3K | 0.07% | +1,704 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,701 | $384.6K | 0.01% | −1,008−37.2% | Reduced |
| Alps Advisors Inc | 1,687 | $381.4K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,686 | $381.1K | 0.12% | +75+4.7% | Added |
| American National Bank | 1,676 | $378.9K | 0.04% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,652 | $373.5K | 0.07% | −410−19.9% | Reduced |
| BSW Wealth Partners | 1,634 | $369.5K | 0.05% | +7+0.4% | Added |
| Empire Financial Management Company, LLC | 1,624 | $367.3K | 0.11% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,624 | $367.2K | 0.22% | +396+32.2% | Added |
| Martingale Asset Management L P | 1,608 | $363.6K | 0.01% | −10−0.6% | Reduced |
| Optimize Financial Inc | 1,604 | $362.6K | 0.27% | +1,604 | New |
| Two Sigma Advisers, LP | 1,600 | $361.7K | 0.00% | −18,800−92.2% | Reduced |
| Arcadia Investment Management Corp | 1,600 | $361.7K | 0.06% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,600 | $361.7K | 0.02% | +1,600 | New |
| Washington Trust Bank | 1,598 | $361.3K | 0.03% | +198+14.1% | Added |
| Horizon Investments, LLC | 1,595 | $360.6K | 0.01% | +12+0.8% | Added |
| Moneta Group Investment Advisors LLC | 1,595 | $360.6K | 0.01% | +79+5.2% | Added |
| Compass Ion Advisors, LLC | 1,594 | $360.3K | 0.04% | −180−10.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,584 | $359.5K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,686 | $359.0K | 0.02% | −14−0.8% | Reduced |
| Geneos Wealth Management Inc. | 1,576 | $356.2K | 0.01% | +65+4.3% | Added |
| Campion Asset Management LLC | 1,565 | $353.8K | 0.27% | −75−4.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,557 | $353.3K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,561 | $352.9K | 0.03% | +1,561 | New |
| Renasant Bank | 1,557 | $352.0K | 0.23% | +559+56.0% | Added |
| Main Street Financial Solutions, LLC | 1,547 | $349.7K | 0.03% | +20+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,544 | $349.1K | 0.03% | −35−2.2% | Reduced |
| Private Trust Co NA | 1,537 | $347.5K | 0.04% | −31−2.0% | Reduced |
| Quotient Wealth Partners, LLC | 1,531 | $346.1K | 0.01% | −198−11.5% | Reduced |
| Foundations Investment Advisors, LLC | 1,528 | $345.4K | 0.01% | +52+3.5% | Added |
| Wambolt & Associates, LLC | 1,524 | $344.7K | 0.11% | −79−4.9% | Reduced |
| Rockland Trust Co | 1,517 | $343.0K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,516 | $342.7K | 0.02% | +1+0.1% | Added |
| Optas, LLC | 1,515 | $342.5K | 0.07% | −15−1.0% | Reduced |
| Shore Point Advisors, LLC | 1,504 | $340.0K | 0.18% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,500 | $339.1K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $339.1K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,491 | $337.1K | 0.01% | −56−3.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,490 | $337.0K | 0.05% | +1,490 | New |