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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 1,489 | $336.7K | 0.01% | +2+0.1% | Added |
| IFP Advisors, Inc | 1,488 | $336.6K | 0.01% | −28−1.8% | Reduced |
| ORG Partners LLC | 1,485 | $336.2K | 0.05% | −5−0.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,486 | $336.0K | 0.03% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 1,480 | $334.6K | 0.13% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,475 | $333.5K | 0.00% | +90+6.5% | Added |
| CX Institutional | 1,471 | $332.6K | 0.01% | +66+4.7% | Added |
| Brown Brothers Harriman & Co | 1,458 | $329.6K | 0.00% | +460+46.1% | Added |
| Radnor Capital Management, LLC | 1,457 | $329.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,452 | $328.3K | 0.02% | +109+8.1% | Added |
| TD Waterhouse Canada Inc. | 1,445 | $326.8K | 0.00% | +1,125+351.6% | Added |
| Ameritas Investment Partners, Inc. | 1,443 | $326.3K | 0.01% | +1+0.1% | Added |
| Apella Capital, LLC | 1,442 | $326.0K | 0.01% | −8−0.6% | Reduced |
| Advisors Capital Management, LLC | 1,440 | $325.6K | 0.01% | +49+3.5% | Added |
| Ascent Wealth Partners, LLC | 1,437 | $324.9K | 0.04% | −3−0.2% | Reduced |
| Allworth Financial LP | 1,377 | $323.5K | 0.00% | +63+4.8% | Added |
| Resources Management Corp | 1,425 | $322.0K | 0.04% | −530−27.1% | Reduced |
| Cynosure Management, LLC | 1,413 | $319.5K | 0.05% | −407−22.4% | Reduced |
| Perigon Wealth Management, LLC | 1,375 | $317.8K | 0.01% | +22+1.6% | Added |
| KFG Wealth Management, LLC | 1,402 | $317.1K | 0.06% | +210+17.6% | Added |
| Gilbert & Cook, Inc. | 1,379 | $311.8K | 0.04% | +1,379 | New |
| QSV Equity Investors LLC | 1,377 | $311.3K | 0.30% | +5+0.4% | Added |
| Eqis Capital Management, Inc. | 1,376 | $311.1K | 0.03% | −92−6.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,364 | $308.4K | 0.02% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,358 | $307.0K | 0.11% | +1+0.1% | Added |
| Mairs & Power Inc | 1,350 | $305.2K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,347 | $304.6K | 0.01% | +1,347 | New |
| Safe Harbor Fiduciary, LLC | 1,344 | $303.9K | 0.31% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,327 | $300.1K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,313 | $296.9K | 0.01% | −93−6.6% | Reduced |
| Souders Financial Advisors | 1,312 | $296.6K | 0.04% | +2+0.2% | Added |
| Strategic Blueprint, LLC | 1,310 | $296.2K | 0.02% | +85+6.9% | Added |
| First Affirmative Financial Network | 1,301 | $294.2K | 0.17% | −176−11.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,299 | $293.7K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,297 | $293.2K | 0.01% | −24−1.8% | Reduced |
| Avestar Capital, LLC | 1,290 | $292.8K | 0.03% | +42+3.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,294 | $292.6K | 0.04% | +184+16.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,290 | $291.6K | 0.04% | −140−9.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,289 | $291.4K | 0.02% | +4+0.3% | Added |
| Nixon Peabody Trust Co | 1,284 | $290.3K | 0.02% | +9+0.7% | Added |
| CWA Asset Management Group, LLC | 1,283 | $290.1K | 0.01% | +73+6.0% | Added |
| Petros Family Wealth, LLC | 1,272 | $287.6K | 0.31% | +1,272 | New |
| Atria Wealth Solutions, Inc. | 1,259 | $285.8K | 0.00% | −1,264−50.1% | Reduced |
| Ewa, LLC | 1,259 | $284.6K | 0.11% | −27−2.1% | Reduced |
| Blueshift Asset Management, LLC | 1,251 | $282.8K | 0.10% | −2,256−64.3% | Reduced |
| Nilsine Partners, LLC | 1,247 | $281.9K | 0.03% | +190+18.0% | Added |
| We Are One Seven, LLC | 1,245 | $281.5K | 0.01% | −9−0.7% | Reduced |
| Two Sigma Investments, LP | 1,242 | $280.8K | 0.00% | −127,317−99.0% | Reduced |
| Harvey Investment Co LLC | 1,238 | $280.0K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,235 | $279.2K | 0.01% | −4,786−79.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,230 | $278.1K | 0.15% | +5+0.4% | Added |
| MCF Advisors LLC | 1,220 | $276.5K | 0.02% | +68+5.9% | Added |
| Greykasell Wealth Strategies, Inc. | 1,205 | $272.4K | 0.15% | +1,205 | New |
| Enterprise Bank & Trust Co | 1,201 | $271.5K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,196 | $271.0K | 0.05% | −29−2.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,194 | $270.0K | 0.01% | +62+5.5% | Added |
| First Horizon Advisors, Inc. | 1,192 | $269.5K | 0.01% | +87+7.9% | Added |
| Samalin Investment Counsel, LLC | 1,190 | $269.1K | 0.12% | −3−0.3% | Reduced |
| Equitable Trust Co | 1,189 | $268.8K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Services | 1,187 | $268.4K | 0.10% | −39−3.2% | Reduced |
| Maridea Wealth Management LLC | 1,179 | $266.6K | 0.09% | +1,179 | New |
| Chicago Partners Investment Group LLC | 1,140 | $261.7K | 0.01% | +144+14.5% | Added |
| Avantax Planning Partners, Inc. | 1,155 | $261.1K | 0.01% | +200+20.9% | Added |
| Seaside Wealth Management, Inc. | 1,155 | $261.0K | 0.10% | +5+0.4% | Added |
| Novak & Powell Financial Services, Inc. | 1,152 | $260.5K | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 1,151 | $260.2K | 0.00% | −94−7.6% | Reduced |
| Hanson & Doremus Investment Management | 1,150 | $260.0K | 0.04% | +450+64.3% | Added |
| Seeds Investor LLC | 1,145 | $258.9K | 0.07% | −79−6.5% | Reduced |
| Clarius Group, LLC | 1,142 | $258.2K | 0.02% | −27−2.3% | Reduced |
| Parallel Advisors, LLC | 1,141 | $258.0K | 0.01% | +190+20.0% | Added |
| Buckingham Strategic Partners | 1,140 | $257.9K | 0.00% | −53−4.4% | Reduced |
| Courier Capital LLC | 1,139 | $257.5K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,134 | $256.4K | 0.03% | +1,134 | New |
| Claro Advisors LLC | 1,133 | $256.2K | 0.03% | +23+2.1% | Added |
| Park National Corp | 1,132 | $255.9K | 0.01% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,127 | $254.8K | 0.51% | +1,127 | New |
| Phillips Wealth Planners LLC | 1,147 | $254.0K | 0.25% | −4−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,123 | $253.7K | 0.02% | −5−0.4% | Reduced |
| Davies Financial Advisors, Inc. | 1,119 | $253.0K | 0.22% | 00.0% | Unchanged |
| Key Financial Inc | 1,117 | $252.5K | 0.06% | −46−4.0% | Reduced |
| Woodward Diversified Capital, LLC | 1,116 | $252.3K | 0.19% | +1,116 | New |
| Golden State Equity Partners | 1,105 | $249.8K | 0.05% | −395−26.3% | Reduced |
| Hudson Capital Management LLC | 1,100 | $248.7K | 0.08% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,100 | $248.7K | 0.10% | +1,100 | New |
| Fifth Third Wealth Advisors LLC | 1,099 | $248.5K | 0.01% | +20+1.9% | Added |
| Umb Bank N A | 1,097 | $248.0K | 0.00% | +57+5.5% | Added |
| First Manhattan Co | 1,083 | $245.8K | 0.00% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,077 | $243.6K | 0.04% | −275−20.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,063 | $241.5K | 0.09% | −19−1.8% | Reduced |
| Pavion Blue Capital, LLC | 1,053 | $238.1K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,052 | $238.0K | 0.00% | +1,052 | New |
| Clark Capital Management Group, Inc. | 1,047 | $236.7K | 0.00% | +1+0.1% | Added |
| Aprio Wealth Management, LLC | 1,046 | $236.4K | 0.03% | +1,046 | New |
| Mayflower Financial Advisors, LLC | 1,045 | $236.3K | 0.04% | −1−0.1% | Reduced |
| AE Wealth Management LLC | 1,041 | $235.4K | 0.00% | +1,041 | New |
| Fiduciary Planning LLC | 1,034 | $233.8K | 0.08% | +3+0.3% | Added |
| SeaCrest Wealth Management, LLC | 1,034 | $233.8K | 0.02% | +1,034 | New |
| Lake Street Advisors Group, LLC | 1,026 | $232.9K | 0.01% | +1,026 | New |
| J.W. Cole Advisors, Inc. | 1,030 | $232.9K | 0.01% | −1−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 1,026 | $232.0K | 0.12% | −175−14.6% | Reduced |