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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, Q1 2025

Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2025. 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
1,109
+72 vs. Q4 2024
Shares held
105.3M
+1.75M (+1.7%) vs. Q4 2024
Total value
$25.5B
+$2.06B (+8.8%) vs. Q4 2024
New holders
127
389 more added
Sold out
55
409 more reduced

17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 1,109 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 heldQ1 2025: $25.5B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2024.

Institutions holding BR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Chesapeake Asset Management LLC1$2420.00%00.0%Unchanged
Ancora Advisors, LLC1$2420.00%00.0%Unchanged
Greenline Partners, LLC1$2420.00%+1New
Stonebridge Financial Group, LLC1$2420.00%+1New
Mowery & Schoenfeld Wealth Management, LLC1$2430.00%00.0%Unchanged
American Capital Advisory, LLC1$2430.00%+1New
Principia Wealth Advisory, LLC2$4650.00%00.0%Unchanged
Transce3nd, LLC2$4850.00%00.0%Unchanged
NVWM, LLC2$4850.00%+1+100.0%Added
CBIZ Investment Advisory Services, LLC2$4850.00%+2New
Highline Wealth Partners LLC2$4850.00%+2New
Rialto Wealth Management, LLC2$4850.00%+2New
HFM Investment Advisors, LLC2$4850.00%+2New
PEAK6 LLC3$6080.00%+3New
Parkworth Wealth Management, Inc.3$7270.00%00.0%Unchanged
Capital A Wealth Management, LLC3$7270.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$7300.00%+3New
Winnow Wealth LLC4$7560.00%+1+33.3%Added
Riggs Asset Managment Co. Inc.4$9700.00%00.0%Unchanged
Whipplewood Advisors, LLC136$1.21K0.00%+131+2,620.0%Added
Rakuten Securities, Inc.5$1.21K0.00%+3+150.0%Added
Horizon Financial Services, LLC5$1.21K0.00%+5New
TFC Financial Management5$1.21K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$1.46K0.00%00.0%Unchanged
Clark Wealth Partners6$1.46K0.00%00.0%Unchanged
Bernard Wealth Management Corp.6$1.46K0.00%+6New
Dogwood Wealth Management LLC6$1.46K0.00%+6New
Tortoise Investment Management, LLC7$1.70K0.00%00.0%Unchanged
Atala Financial Inc7$1.70K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$1.70K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$2.67K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.11$2.67K0.00%00.0%Unchanged
Missouri Trust & Investment Co11$2.67K0.00%00.0%Unchanged
Activest Wealth Management11$2.67K0.00%+11New
Addison Advisors LLC11$2.67K0.00%00.0%Unchanged
Red Tortoise LLC12$2.91K0.00%00.0%Unchanged
Bare Financial Services, Inc12$2.91K0.00%+12New
Hughes Financial Services, LLC12$2.94K0.00%+12New
Avion Wealth15$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC13$3.15K0.00%−14−51.9%Reduced
Jackson, Grant Investment Advisers, Inc.13$3.15K0.00%00.0%Unchanged
WealthTrak Capital Management LLC13$3.15K0.00%+4+44.4%Added
SJS Investment Consulting Inc.14$3.40K0.00%00.0%Unchanged
LRI Investments, LLC16$3.88K0.00%00.0%Unchanged
Gables Capital Management Inc.17$4.12K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$4.12K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$4.36K0.00%00.0%Unchanged
Abound Wealth Management18$4.37K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.20$4.85K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.20$4.85K0.01%00.0%Unchanged
Hollencrest Capital Management21$5.09K0.00%00.0%Unchanged
Nova Wealth Management, Inc.21$5.09K0.00%+21New
LGT Financial Advisors LLC22$5.33K0.02%−209−90.5%Reduced
Sachetta, LLC22$5.34K0.00%−20−47.6%Reduced
Foster Dykema Cabot & Partners, LLC22$5.35K0.00%00.0%Unchanged
PSI Advisors, LLC24$5.82K0.00%00.0%Unchanged
ORG Partners LLC25$6.12K0.00%−1,460−98.3%Reduced
Kozak & Associates, Inc.26$6.17K0.00%+26New
First Pacific Financial26$6.30K0.00%00.0%Unchanged
Dunhill Financial, LLC28$6.69K0.00%−1−3.4%Reduced
South State Corp.28$6.79K0.00%+28New
Park Square Financial Group, LLC28$6.79K0.01%+28New
DAGCO, Inc.29$7.03K0.00%+29New
Strategic Investment Solutions, Inc.30$7.28K0.00%00.0%Unchanged
Financial Management Professionals, Inc.36$8.73K0.00%+11+44.0%Added
Annis Gardner Whiting Capital Advisors, LLC36$8.76K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$9.21K0.01%00.0%Unchanged
North Star Investment Management Corp.39$9.46K0.00%−16−29.1%Reduced
Glass Jacobson Investment Advisors llc45$10.2K0.00%00.0%Unchanged
Hexagon Capital Partners LLC43$10.4K0.00%+1+2.4%Added
Bell Investment Advisors, Inc43$10.4K0.00%+2+4.9%Added
PrairieView Partners, LLC49$11.0K0.00%00.0%Unchanged
Saudi Central Bank46$11.2K0.06%+46New
Sierra Ocean, LLC46$11.2K0.01%00.0%Unchanged
Centerpoint Advisors, LLC51$12.0K0.00%−38−42.7%Reduced
West Branch Capital LLC50$12.1K0.00%00.0%Unchanged
Meeder Asset Management Inc51$12.4K0.00%−32−38.6%Reduced
New Millennium Group LLC51$12.4K0.01%00.0%Unchanged
Hallmark Capital Management Inc52$12.6K0.00%00.0%Unchanged
Investors Research Corp52$12.6K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$12.8K0.00%00.0%Unchanged
Rise Advisors, LLC54$13.1K0.01%−12−18.2%Reduced
NewSquare Capital LLC57$13.8K0.00%+56+5,600.0%Added
Bank of Jackson Hole Trust58$14.0K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.55$14.0K0.00%+22+66.7%Added
Retirement Wealth Solutions LLC58$14.0K0.01%00.0%Unchanged
First United Bank Trust60$14.5K0.01%00.0%Unchanged
Coston, McIsaac & Partners64$15.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd67$16.2K0.01%+16+31.4%Added
Private Wealth Management Group, LLC69$16.8K0.01%00.0%Unchanged
Graney & King, LLC70$17.0K0.01%00.0%Unchanged
Creative Financial Designs Inc70$17.0K0.00%+19+37.3%Added
Pin Oak Investment Advisors Inc72$17.0K0.01%00.0%Unchanged
S&T Bank73$17.7K0.01%00.0%Unchanged
Global Financial Private Client, LLC77$18.7K0.01%+9+13.2%Added
Tower Trust & Investment Co78$18.9K0.02%+78New
Farmers & Merchants Investments Inc81$19.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC86$20.3K0.00%+48+126.3%Added
Capital Analysts, LLC88$21.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC90$21.8K0.01%00.0%Unchanged