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 |
|---|---|---|---|---|---|
| Quarry LP | 580 | $140.6K | 0.04% | −90−13.4% | Reduced |
| Kennebec Savings Bank | 600 | $145.5K | 0.15% | 00.0% | Unchanged |
| Union Savings Bank | 620 | $150.3K | 0.07% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 620 | $150.3K | 0.00% | +112+22.0% | Added |
| S.A. Mason LLC | 650 | $157.6K | 0.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 655 | $158.8K | 0.00% | +72+12.3% | Added |
| Whittier Trust Co of Nevada Inc | 708 | $171.7K | 0.00% | −5−0.7% | Reduced |
| Smartleaf Asset Management LLC | 747 | $177.5K | 0.02% | +49+7.0% | Added |
| MCF Advisors LLC | 754 | $183.0K | 0.01% | −466−38.2% | Reduced |
| EverSource Wealth Advisors, LLC | 756 | $183.3K | 0.01% | +34+4.7% | Added |
| Toth Financial Advisory Corp | 770 | $186.7K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 774 | $187.7K | 0.04% | +109+16.4% | Added |
| Private Wealth Asset Management, LLC | 776 | $188.1K | 0.03% | +776 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $191.1K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 825 | $200.0K | 0.01% | +825 | New |
| Independent Wealth Network Inc. | 830 | $201.3K | 0.08% | +830 | New |
| RMB Capital Management, LLC | 828 | $201.5K | 0.00% | −114−12.1% | Reduced |
| Forum Financial Management, LP | 832 | $201.7K | 0.00% | +832 | New |
| Souders Financial Advisors | 837 | $202.9K | 0.03% | −475−36.2% | Reduced |
| R Squared Ltd | 840 | $203.7K | 0.22% | +750+833.3% | Added |
| Two Sigma Investments, LP | 842 | $204.2K | 0.00% | −400−32.2% | Reduced |
| Essex Savings Bank | 846 | $205.1K | 0.05% | +846 | New |
| Virtue Capital Management, LLC | 855 | $207.7K | 0.02% | +855 | New |
| VisionPoint Advisory Group, LLC | 860 | $208.5K | 0.07% | +10+1.2% | Added |
| Enterprise Financial Services Corp | 861 | $208.8K | 0.12% | +861 | New |
| Wallace Advisory Group, LLC | 924 | $208.9K | 0.14% | +924 | New |
| Prosperity Consulting Group, LLC | 863 | $209.2K | 0.02% | +863 | New |
| Mount Yale Investment Advisors, LLC | 866 | $210.0K | 0.02% | −498−36.5% | Reduced |
| Versant Capital Management, Inc | 875 | $212.2K | 0.04% | +875 | New |
| Howard Capital Management Group, LLC | 875 | $212.2K | 0.02% | +875 | New |
| PAX Financial Group, LLC | 877 | $212.5K | 0.04% | +877 | New |
| McAdam, LLC | 881 | $213.6K | 0.01% | −70−7.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $213.8K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 884 | $214.3K | 0.01% | +884 | New |
| Aster Capital Management (DIFC) Ltd | 892 | $215.2K | 0.04% | +892 | New |
| IHT Wealth Management, LLC | 888 | $215.3K | 0.01% | +888 | New |
| Fort Point Capital Partners LLC | 893 | $216.5K | 0.02% | +8+0.9% | Added |
| Crestwood Advisors Group LLC | 893 | $216.5K | 0.00% | −17−1.9% | Reduced |
| Westover Capital Advisors, LLC | 895 | $217.0K | 0.05% | −40−4.3% | Reduced |
| D.A. Davidson & Co. | 896 | $217.2K | 0.00% | +896 | New |
| Independent Financial Group, LLC | 898 | $217.7K | 0.01% | −109−10.8% | Reduced |
| NTV Asset Management LLC | 900 | $218.2K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 900 | $218.3K | 0.10% | −63−6.5% | Reduced |
| Diversified Trust Co | 902 | $218.9K | 0.01% | +902 | New |
| Personal Cfo Solutions, LLC | 908 | $220.1K | 0.04% | −33−3.5% | Reduced |
| USA Financial Portformulas Corp | 908 | $220.2K | 0.04% | +908 | New |
| Advyzon Investment Management, LLC | 915 | $221.8K | 0.08% | −31−3.3% | Reduced |
| Trinity Financial Advisors LLC | 925 | $221.9K | 0.08% | +1+0.1% | Added |
| iA Global Asset Management Inc. | 916 | $222.0K | 0.00% | +916 | New |
| Sigma Planning Corp | 918 | $222.6K | 0.01% | −39−4.1% | Reduced |
| Umb Bank N A | 926 | $224.5K | 0.00% | −171−15.6% | Reduced |
| Sterling Capital Management LLC | 928 | $225.0K | 0.00% | −1,407−60.3% | Reduced |
| Inscription Capital, LLC | 1,100 | $225.3K | 0.04% | +1,100 | New |
| River Wealth Advisors LLC | 935 | $226.7K | 0.03% | −70−7.0% | Reduced |
| Fragasso Group Inc. | 935 | $226.8K | 0.02% | +13+1.4% | Added |
| David Loasby | 994 | $227.0K | 0.02% | −16−1.6% | Reduced |
| Stanley-Laman Group, Ltd. | 938 | $227.4K | 0.03% | +938 | New |
| Patron Partners Advisors, LLC | 944 | $228.9K | 0.12% | −67−6.6% | Reduced |
| Great Valley Advisor Group, Inc. | 944 | $229.0K | 0.00% | −34−3.5% | Reduced |
| Baron Wealth Management LLC | 945 | $229.2K | 0.10% | +945 | New |
| Brogan Financial, Inc. | 952 | $230.8K | 0.11% | +28+3.0% | Added |
| Simon Quick Advisors, LLC | 953 | $231.1K | 0.01% | +953 | New |
| Colonial Trust Co | 958 | $232.3K | 0.04% | −11−1.1% | Reduced |
| Strategic Blueprint, LLC | 965 | $234.0K | 0.01% | −345−26.3% | Reduced |
| Wayfinding Financial, LLC | 964 | $234.0K | 0.10% | −21−2.1% | Reduced |
| PDS Planning, Inc | 968 | $234.6K | 0.02% | +2+0.2% | Added |
| Cadent Capital Advisors, LLC | 977 | $236.9K | 0.09% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,024 | $237.2K | 0.05% | +1,024 | New |
| Harvest Fund Management Co., Ltd | 982 | $238.0K | 0.01% | +647+193.1% | Added |
| Cushing Capital Partners, LLC | 986 | $239.8K | 0.22% | −3,425−77.6% | Reduced |
| Fullcircle Wealth LLC | 1,012 | $240.0K | 0.10% | +115+12.8% | Added |
| Syon Capital LLC | 993 | $240.8K | 0.02% | +993 | New |
| RDA Financial Network | 993 | $240.8K | 0.07% | −1−0.1% | Reduced |
| Wealthspire Advisors, LLC | 1,000 | $242.4K | 0.00% | +7+0.7% | Added |
| Cross Staff Investments Inc | 1,000 | $242.5K | 0.18% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $242.5K | 0.06% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $242.5K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,005 | $243.8K | 0.01% | −511−33.7% | Reduced |
| Arkadios Wealth Advisors | 1,008 | $244.5K | 0.01% | +1,008 | New |
| Moseley Investment Management Inc | 1,010 | $244.9K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,013 | $245.6K | 0.10% | −10−1.0% | Reduced |
| Jacobsen Capital Management | 1,019 | $247.1K | 0.11% | −6−0.6% | Reduced |
| Larson Financial Group LLC | 1,020 | $247.4K | 0.01% | +748+275.0% | Added |
| Longboard Asset Management, LP | 1,022 | $247.8K | 0.73% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 1,026 | $248.8K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,031 | $249.9K | 0.07% | −114−10.0% | Reduced |
| Evergreen Capital Management LLC | 1,027 | $249.9K | 0.01% | +1,027 | New |
| SeaCrest Wealth Management, LLC | 1,031 | $250.0K | 0.03% | −3−0.3% | Reduced |
| Aprio Wealth Management, LLC | 1,034 | $250.6K | 0.03% | −12−1.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,035 | $250.9K | 0.22% | +60+6.2% | Added |
| Fiduciary Planning LLC | 1,038 | $251.6K | 0.08% | +4+0.4% | Added |
| LMR Partners LLP | 1,041 | $252.4K | 0.01% | +1,041 | New |
| Summit Trail Advisors, LLC | 1,039 | $253.3K | 0.01% | +1,039 | New |
| Clark Capital Management Group, Inc. | 1,046 | $253.6K | 0.00% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 1,047 | $253.9K | 0.01% | −94−8.2% | Reduced |
| Mayflower Financial Advisors, LLC | 1,049 | $254.3K | 0.04% | +4+0.4% | Added |
| Pavion Blue Capital, LLC | 1,053 | $255.3K | 0.12% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,056 | $256.0K | 0.18% | +1,056 | New |
| Sanibel Captiva Trust Company, Inc. | 1,059 | $256.8K | 0.01% | +1,059 | New |
| First Manhattan Co | 1,056 | $257.0K | 0.00% | −27−2.5% | Reduced |