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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
Vinva Investment Management Ltd1,088$258.4K0.01%−1,753−61.7%Reduced
Sagespring Wealth Partners, LLC1,068$259.0K0.01%+130+13.9%Added
Equitable Holdings, Inc.1,071$259.7K0.00%+1,071New
First Affirmative Financial Network1,072$259.9K0.16%−229−17.6%Reduced
Astoria Portfolio Advisors LLC.1,102$260.3K0.09%+39+3.7%Added
Seaside Wealth Management, Inc.1,074$260.4K0.09%−81−7.0%Reduced
Capital Investment Counsel, Inc1,077$261.2K0.04%00.0%Unchanged
Claro Advisors LLC1,095$265.6K0.04%−38−3.4%Reduced
Ronald Blue Trust, Inc.1,096$265.8K0.00%+151+16.0%Added
Two Sigma Advisers, LP1,100$266.7K0.00%−500−31.3%Reduced
Texas Bank & Trust Co1,100$266.7K0.11%00.0%Unchanged
Hudson Capital Management LLC1,104$267.7K0.08%+4+0.4%Added
Key Financial Inc1,117$270.8K0.06%00.0%Unchanged
Davies Financial Advisors, Inc.1,119$271.3K0.23%00.0%Unchanged
Clarius Group, LLC1,121$271.8K0.02%−21−1.8%Reduced
Bestgate Wealth Advisors, LLC1,127$273.3K0.57%00.0%Unchanged
Park National Corp1,132$274.5K0.01%00.0%Unchanged
Courier Capital LLC1,139$276.2K0.02%00.0%Unchanged
Avestar Capital, LLC1,140$277.4K0.03%−150−11.6%Reduced
Hanson & Doremus Investment Management1,150$279.0K0.04%00.0%Unchanged
Stephens Inc1,151$279.1K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.1,147$279.1K0.00%−112−8.9%Reduced
Novak & Powell Financial Services, Inc.1,152$279.4K0.17%00.0%Unchanged
Sequoia Financial Advisors, LLC1,153$279.5K0.00%+101+9.6%Added
Avantax Planning Partners, Inc.1,155$280.0K0.01%00.0%Unchanged
Choate Investment Advisors1,161$281.5K0.01%−136−10.5%Reduced
Graypoint LLC1,163$282.0K0.02%+157+15.6%Added
Brown Capital Management LLC1,169$283.4K0.01%−2,589−68.9%Reduced
Cigna Investments Inc1,175$285.0K0.05%−21−1.8%Reduced
Woodward Diversified Capital, LLC1,176$285.1K0.20%+60+5.4%Added
Prime Capital Investment Advisors, LLC1,182$286.6K0.00%+179+17.8%Added
Equitable Trust Co1,189$288.3K0.02%00.0%Unchanged
Atwater Malick LLC1,191$288.8K0.10%+1,191New
Moody Aldrich Partners LLC1,196$290.0K0.06%−456−27.6%Reduced
Barnes Pettey Financial Advisors, LLC1,200$291.0K0.23%+200+20.0%Added
Enterprise Bank & Trust Co1,201$291.2K0.11%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,205$292.2K0.16%00.0%Unchanged
Profund Advisors LLC1,218$295.3K0.01%−95−7.2%Reduced
Grove Street Fiduciary, LLC1,218$295.3K0.15%+1,218New
Advisor OS, LLC1,221$296.0K0.03%+87+7.7%Added
Petros Family Wealth, LLC1,224$296.8K0.33%−48−3.8%Reduced
Nilsine Partners, LLC1,227$297.5K0.03%−20−1.6%Reduced
Hutchens & Kramer Investment Management Group, LLC1,230$298.2K0.16%00.0%Unchanged
Ascent Group, LLC1,234$299.2K0.01%+1,234New
Harvey Investment Co LLC1,238$300.0K0.03%00.0%Unchanged
AE Wealth Management LLC1,239$300.5K0.00%+198+19.0%Added
Hamilton Capital Partners Inc.1,245$301.9K0.02%+1,245New
Net Worth Advisory Group1,251$303.4K0.10%+1,251New
Somerville Kurt F1,256$304.5K0.05%+1,256New
Eqis Capital Management, Inc.1,269$307.6K0.03%−107−7.8%Reduced
Financial Harvest, LLC3,352$308.2K0.31%+3,352New
Chicago Partners Investment Group LLC1,305$308.2K0.01%+165+14.5%Added
Advisors Capital Management, LLC1,271$308.3K0.00%−169−11.7%Reduced
First Horizon Advisors, Inc.1,274$308.9K0.01%+82+6.9%Added
Davenport & Co LLC1,275$309.1K0.00%−200−13.6%Reduced
Washington Trust Advisors, Inc.1,286$311.8K0.03%−200−13.5%Reduced
GPS Wealth Strategies Group, LLC1,290$312.7K0.04%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,293$313.5K0.05%−1−0.1%Reduced
Flagship Harbor Advisors, LLC1,293$313.5K0.02%+4+0.3%Added
Brown Brothers Harriman & Co1,294$313.7K0.00%−164−11.2%Reduced
Penobscot Investment Management Company, Inc.1,299$315.0K0.03%00.0%Unchanged
Abn Amro Investment Solutions1,306$316.7K0.01%+1,306New
Smith Group Asset Management, LLC1,310$317.6K0.02%+1,310New
Ewa, LLC1,315$318.9K0.12%+56+4.4%Added
Resources Management Corp1,325$321.0K0.05%−100−7.0%Reduced
Algert Global LLC1,330$322.5K0.01%+1,330New
Arrowstreet Capital, Limited Partnership1,337$324.2K0.00%+1,337New
Safe Harbor Fiduciary, LLC1,344$325.9K0.34%00.0%Unchanged
Sunburst Financial Group, LLC1,354$328.3K0.08%+343+33.9%Added
Atlas Brown,Inc.1,358$329.3K0.12%00.0%Unchanged
QSV Equity Investors LLC1,368$331.7K0.34%−9−0.7%Reduced
Axq Capital, LP1,369$331.9K0.13%+1,369New
Foundations Investment Advisors, LLC1,370$332.1K0.01%−158−10.3%Reduced
CWA Asset Management Group, LLC1,370$332.2K0.02%+87+6.8%Added
J.W. Cole Advisors, Inc.1,374$333.2K0.01%+344+33.4%Added
Ameritas Investment Partners, Inc.1,377$333.9K0.01%−66−4.6%Reduced
Diversified Enterprises, LLC1,378$334.1K0.03%+1,378New
Guggenheim Capital LLC1,390$337.0K0.00%−505−26.6%Reduced
Allworth Financial LP1,418$337.7K0.00%+41+3.0%Added
Healthcare of Ontario Pension Plan Trust Fund1,395$338.2K0.00%+1,395New
MBB Public Markets I LLC1,401$339.7K0.04%+1,401New
Apella Capital, LLC1,467$340.8K0.01%+25+1.7%Added
Boothbay Fund Management, LLC1,410$341.9K0.01%−528−27.2%Reduced
LaSalle St. Investment Advisors, LLC1,412$342.0K0.08%+1,412New
Wambolt & Associates, LLC1,404$343.5K0.12%−120−7.9%Reduced
TD Waterhouse Canada Inc.1,407$344.3K0.00%−38−2.6%Reduced
Two Sigma Securities, LLC1,424$345.3K0.05%+1,424New
We Are One Seven, LLC1,425$345.5K0.01%+180+14.5%Added
Gilbert & Cook, Inc.1,432$347.2K0.05%+53+3.8%Added
Rockland Trust Co1,437$348.4K0.02%−80−5.3%Reduced
Raiffeisen Bank International AG1,470$349.1K0.01%+1,470New
Traphagen Investment Advisors LLC1,444$350.0K0.04%+117+8.8%Added
Radnor Capital Management, LLC1,457$353.0K0.06%00.0%Unchanged
Buckingham Strategic Partners1,461$354.1K0.01%+321+28.2%Added
Dynamic Advisor Solutions LLC1,469$356.3K0.01%−22−1.5%Reduced
Quotient Wealth Partners, LLC1,470$356.4K0.01%−61−4.0%Reduced
MBE Wealth Management, LLC1,471$356.6K0.17%+1,471New
CX Institutional1,474$357.0K0.01%+3+0.2%Added
Cynosure Management, LLC1,478$358.4K0.05%+65+4.6%Added
Stonehearth Capital Management, LLC1,480$358.8K0.15%00.0%Unchanged