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 |
|---|---|---|---|---|---|
| Jacobsen Capital Management | 1,025 | $231.7K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,023 | $231.3K | 0.09% | −1−0.1% | Reduced |
| Longboard Asset Management, LP | 1,022 | $231.1K | 0.61% | +1,022 | New |
| Patron Partners Advisors, LLC | 1,011 | $228.6K | 0.12% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,011 | $228.5K | 0.06% | +46+4.8% | Added |
| Moseley Investment Management Inc | 1,010 | $228.4K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,007 | $227.6K | 0.01% | +1+0.1% | Added |
| Graypoint LLC | 1,006 | $227.3K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,005 | $227.2K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,003 | $226.8K | 0.00% | +25+2.6% | Added |
| Cross Staff Investments Inc | 1,000 | $226.1K | 0.17% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $226.1K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,000 | $226.1K | 0.17% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $226.1K | 0.07% | +1,000 | New |
| RDA Financial Network | 994 | $224.8K | 0.07% | −21−2.1% | Reduced |
| Wealthspire Advisors, LLC | 993 | $224.6K | 0.00% | +993 | New |
| David Loasby | 1,010 | $223.7K | 0.02% | +46+4.8% | Added |
| Wayfinding Financial, LLC | 985 | $223.0K | 0.12% | +985 | New |
| Cadent Capital Advisors, LLC | 977 | $220.9K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 978 | $220.7K | 0.00% | +26+2.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 975 | $220.4K | 0.22% | −62−6.0% | Reduced |
| Colonial Trust Co | 969 | $219.1K | 0.03% | +19+2.0% | Added |
| PDS Planning, Inc | 966 | $218.5K | 0.02% | +966 | New |
| Fullcircle Wealth LLC | 897 | $217.7K | 0.09% | +897 | New |
| Raleigh Capital Management Inc. | 963 | $217.7K | 0.08% | +945+5,250.0% | Added |
| Goldstein Advisors, LLC | 962 | $217.5K | 0.03% | −1−0.1% | Reduced |
| Sigma Planning Corp | 957 | $216.3K | 0.01% | +957 | New |
| Symphony Financial, Ltd. Co. | 923 | $215.6K | 0.03% | +923 | New |
| McAdam, LLC | 951 | $215.0K | 0.01% | +951 | New |
| Advyzon Investment Management, LLC | 946 | $213.8K | 0.08% | +946 | New |
| Ronald Blue Trust, Inc. | 945 | $213.6K | 0.00% | −802−45.9% | Reduced |
| RMB Capital Management, LLC | 942 | $213.0K | 0.00% | −241−20.4% | Reduced |
| Personal Cfo Solutions, LLC | 941 | $212.7K | 0.04% | −162−14.7% | Reduced |
| Sagespring Wealth Partners, LLC | 938 | $212.1K | 0.01% | +938 | New |
| Cary Street Partners Financial LLC | 937 | $211.8K | 0.01% | +937 | New |
| Westover Capital Advisors, LLC | 935 | $211.4K | 0.05% | −20−2.1% | Reduced |
| Trinity Financial Advisors LLC | 924 | $209.7K | 0.08% | +924 | New |
| Brogan Financial, Inc. | 924 | $209.0K | 0.10% | +924 | New |
| Fragasso Group Inc. | 922 | $208.4K | 0.02% | +922 | New |
| Crestwood Advisors Group LLC | 910 | $205.7K | 0.00% | +910 | New |
| AlphaCentric Advisors LLC | 904 | $204.4K | 0.20% | −24−2.6% | Reduced |
| NTV Asset Management LLC | 900 | $203.5K | 0.03% | +900 | New |
| Fort Point Capital Partners LLC | 885 | $200.1K | 0.02% | +885 | New |
| Edmond de Rothschild Holding S.A. | 882 | $199.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 855 | $193.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 850 | $192.8K | 0.07% | +31+3.8% | Added |
| Penserra Capital Management LLC | 840 | $189.0K | 0.00% | +283+50.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $178.3K | 0.01% | −100−11.3% | Reduced |
| Toth Financial Advisory Corp | 770 | $174.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 722 | $163.3K | 0.01% | +64+9.7% | Added |
| Whittier Trust Co of Nevada Inc | 713 | $161.2K | 0.00% | +92+14.8% | Added |
| Smartleaf Asset Management LLC | 698 | $157.4K | 0.02% | +192+37.9% | Added |
| Quarry LP | 670 | $151.5K | 0.03% | −132−16.5% | Reduced |
| Skopos Labs, Inc. | 665 | $150.3K | 0.04% | +3+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 654 | $148.4K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 650 | $147.0K | 0.08% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 645 | $145.8K | 0.09% | +645 | New |
| Clearstead Advisors, LLC | 635 | $143.6K | 0.00% | −101−13.7% | Reduced |
| Union Savings Bank | 620 | $140.2K | 0.07% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 610 | $137.9K | 0.05% | +10+1.7% | Added |
| Oarsman Capital, Inc. | 600 | $135.7K | 0.02% | −335−35.8% | Reduced |
| Kennebec Savings Bank | 600 | $134.9K | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 583 | $131.8K | 0.00% | −52−8.2% | Reduced |
| Harbour Investments, Inc. | 573 | $129.6K | 0.00% | +95+19.9% | Added |
| Armstrong Advisory Group, Inc | 571 | $129.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 559 | $127.0K | 0.08% | +33+6.3% | Added |
| Quent Capital, LLC | 552 | $124.8K | 0.01% | +35+6.8% | Added |
| Massmutual Trust Co FSB | 526 | $118.9K | 0.00% | +57+12.2% | Added |
| Kestra Investment Management, LLC | 508 | $114.9K | 0.00% | +508 | New |
| Broadwater Capital Management LLC | 500 | $113.0K | 0.09% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 500 | $113.0K | 0.13% | +500 | New |
| West Oak Capital, LLC | 500 | $113.0K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 492 | $111.2K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $111.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 468 | $105.8K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 456 | $103.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 452 | $102.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 449 | $101.5K | 0.04% | −5−1.1% | Reduced |
| Sentry Investment Management LLC | 440 | $99.0K | 0.05% | −72−14.1% | Reduced |
| Acadian Asset Management LLC | 438 | $99.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 428 | $96.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 426 | $96.3K | 0.01% | +9+2.2% | Added |
| St Germain D J Co Inc | 422 | $95.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 418 | $94.5K | 0.01% | +13+3.2% | Added |
| Canopy Partners, LLC | 415 | $93.8K | 0.04% | +14+3.5% | Added |
| GeoWealth Management, LLC | 410 | $92.7K | 0.00% | +113+38.0% | Added |
| AdvisorNet Financial, Inc | 404 | $91.3K | 0.01% | −19−4.5% | Reduced |
| Capital Advisors, Ltd. LLC | 392 | $89.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $88.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 366 | $82.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $80.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 350 | $79.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 348 | $78.7K | 0.00% | +348 | New |
| Cromwell Holdings LLC | 343 | $77.9K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 335 | $76.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 330 | $75.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $70.1K | 0.00% | −1−0.3% | Reduced |
| Bokf, NA | 310 | $68.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $68.1K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $67.8K | 0.00% | +300 | New |