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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 93 | $22.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 93 | $22.6K | 0.01% | +32+52.5% | Added |
| City State Bank | 96 | $23.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 102 | $24.0K | 0.00% | −10−8.9% | Reduced |
| WPG Advisers, LLC | 99 | $24.0K | 0.02% | −69−41.1% | Reduced |
| Asset Planning,Inc | 99 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 99 | $24.1K | 0.00% | +17+20.7% | Added |
| Wolff Wiese Magana LLC | 100 | $24.2K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $24.2K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $24.2K | 0.02% | +100 | New |
| Salomon & Ludwin, LLC | 107 | $25.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $26.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $26.9K | 0.01% | −255−69.7% | Reduced |
| Valued Wealth Advisors LLC | 117 | $28.5K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 120 | $29.0K | 0.02% | +1+0.8% | Added |
| Bogart Wealth, LLC | 121 | $29.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 128 | $31.0K | 0.00% | +20+18.5% | Added |
| CoreCap Advisors, LLC | 133 | $32.2K | 0.00% | +79+146.3% | Added |
| Gen-Wealth Partners Inc | 137 | $33.2K | 0.01% | −23−14.4% | Reduced |
| Continuum Advisory, LLC | 141 | $34.2K | 0.00% | +46+48.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 143 | $35.0K | 0.00% | +117+450.0% | Added |
| CVA Family Office, LLC | 145 | $35.2K | 0.01% | +27+22.9% | Added |
| Financial Network Wealth Management LLC | 148 | $36.0K | 0.01% | +148 | New |
| Walleye Trading LLC | 149 | $36.1K | 0.00% | +149 | New |
| Minot DeBlois Advisors LLC | 150 | $36.4K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 156 | $37.0K | 0.01% | +3+2.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $37.6K | 0.01% | +85+121.4% | Added |
| UMA Financial Services, Inc. | 155 | $37.6K | 0.01% | −77−33.2% | Reduced |
| JFS Wealth Advisors, LLC | 156 | $37.8K | 0.00% | −1−0.6% | Reduced |
| Fortitude Family Office, LLC | 156 | $37.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 163 | $39.5K | 0.00% | −28−14.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 163 | $39.5K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 164 | $39.8K | 0.01% | +36+28.1% | Added |
| Sandy Spring Bank | 166 | $40.2K | 0.00% | +13+8.5% | Added |
| Smithfield Trust Co | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 170 | $41.2K | 0.02% | −21−11.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 175 | $42.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 174 | $42.2K | 0.02% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 177 | $43.0K | 0.01% | +177 | New |
| True Wealth Design, LLC | 179 | $43.4K | 0.02% | +29+19.3% | Added |
| Rothschild Investment LLC | 183 | $44.4K | 0.00% | +13+7.6% | Added |
| Curio Wealth, LLC | 1 | $45.2K | 0.02% | −199−99.5% | Reduced |
| FSA Wealth Management LLC | 191 | $46.4K | 0.02% | +7+3.8% | Added |
| Anfield Capital Management, LLC | 196 | $47.5K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 213 | $51.6K | 0.01% | +1+0.5% | Added |
| Bruce G. Allen Investments, LLC | 218 | $52.9K | 0.04% | −1−0.5% | Reduced |
| Global X Japan Co., Ltd. | 220 | $53.3K | 0.01% | +39+21.5% | Added |
| Salem Investment Counselors Inc | 225 | $54.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $54.8K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 229 | $55.5K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 229 | $55.5K | 0.01% | +229 | New |
| Asset Dedication, LLC | 229 | $55.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $55.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 235 | $57.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 252 | $61.1K | 0.00% | −158−38.5% | Reduced |
| Trust Co of Vermont | 255 | $61.8K | 0.00% | −600−70.2% | Reduced |
| HighMark Wealth Management LLC | 257 | $62.4K | 0.04% | +1+0.4% | Added |
| Bokf, NA | 265 | $64.3K | 0.00% | −45−14.5% | Reduced |
| Ransom Advisory, Ltd | 279 | $67.6K | 0.03% | −8−2.8% | Reduced |
| Ofi Invest Asset Management | 316 | $70.9K | 0.00% | +316 | New |
| MV Capital Management, Inc. | 294 | $71.3K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $72.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $72.7K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $73.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 339 | $75.0K | 0.05% | −101−23.0% | Reduced |
| HM Payson & Co | 310 | $75.2K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 311 | $75.4K | 0.05% | +48+18.3% | Added |
| SBI Securities Co., Ltd. | 322 | $78.1K | 0.00% | −26−7.5% | Reduced |
| First PREMIER Bank | 330 | $80.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 346 | $83.9K | 0.02% | +240+226.4% | Added |
| Clearstead Advisors, LLC | 347 | $84.1K | 0.00% | −288−45.4% | Reduced |
| Harbor Investment Advisory, LLC | 350 | $84.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 351 | $85.4K | 0.05% | +8+2.3% | Added |
| Pinnacle Bancorp, Inc. | 354 | $85.8K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 364 | $88.3K | 0.01% | −88−19.5% | Reduced |
| Chilton Capital Management LLC | 371 | $90.0K | 0.00% | −85−18.6% | Reduced |
| Financial Network Wealth Advisors LLC | 385 | $93.3K | 0.12% | +124+47.5% | Added |
| Capital Advisors, Ltd. LLC | 392 | $95.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 394 | $95.5K | 0.00% | +4+1.0% | Added |
| HWG Holdings LP | 400 | $97.0K | 0.04% | +400 | New |
| St Germain D J Co Inc | 403 | $97.7K | 0.00% | −19−4.5% | Reduced |
| AdvisorNet Financial, Inc | 424 | $102.8K | 0.01% | +20+5.0% | Added |
| Parkside Financial Bank & Trust | 424 | $102.8K | 0.01% | +6+1.4% | Added |
| Webster Bank, N. A. | 428 | $103.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 434 | $105.2K | 0.01% | +8+1.9% | Added |
| Harbour Investments, Inc. | 444 | $107.7K | 0.00% | −129−22.5% | Reduced |
| Cary Street Partners Financial LLC | 465 | $112.7K | 0.00% | −472−50.4% | Reduced |
| Covestor Ltd | 465 | $113.0K | 0.08% | −94−16.8% | Reduced |
| United Community Bank | 468 | $113.5K | 0.04% | +19+4.2% | Added |
| Laurel Wealth Advisors LLC | 468 | $113.5K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 478 | $115.9K | 0.05% | −14−2.8% | Reduced |
| Lowe Wealth Advisors, LLC | 491 | $119.0K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $121.2K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $121.2K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 523 | $126.8K | 0.00% | −3−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 528 | $128.0K | 0.04% | +528 | New |
| Armstrong Advisory Group, Inc | 571 | $129.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 532 | $129.5K | 0.01% | +532 | New |
| Quent Capital, LLC | 534 | $129.5K | 0.01% | −18−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 551 | $134.1K | 0.00% | −103−15.7% | Reduced |