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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 1,482 | $359.3K | 0.05% | +1,482 | New |
| Teza Capital Management LLC | 1,487 | $360.5K | 0.16% | +1,487 | New |
| Ipswich Investment Management Co., Inc. | 1,490 | $361.3K | 0.09% | +1,490 | New |
| Perigon Wealth Management, LLC | 1,494 | $362.3K | 0.01% | +119+8.7% | Added |
| Ritholtz Wealth Management | 1,497 | $363.0K | 0.01% | +8+0.5% | Added |
| Anchor Investment Management, LLC | 1,500 | $363.7K | 0.03% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,501 | $363.9K | 0.07% | +99+7.1% | Added |
| Shore Point Advisors, LLC | 1,504 | $364.7K | 0.19% | 00.0% | Unchanged |
| WBI Investments | 1,511 | $366.4K | 0.10% | −5,351−78.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,516 | $367.6K | 0.17% | +1,516 | New |
| Moneta Group Investment Advisors LLC | 1,518 | $368.1K | 0.01% | −77−4.8% | Reduced |
| Rehmann Capital Advisory Group | 1,519 | $368.4K | 0.02% | +67+4.6% | Added |
| Optimize Financial Inc | 1,544 | $374.4K | 0.14% | −60−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,547 | $375.1K | 0.03% | +3+0.2% | Added |
| Carolinas Wealth Consulting LLC | 1,556 | $377.4K | 0.08% | −1−0.1% | Reduced |
| Alps Advisors Inc | 1,557 | $377.5K | 0.00% | −130−7.7% | Reduced |
| Campion Asset Management LLC | 1,565 | $379.4K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,576 | $382.1K | 0.04% | +15+1.0% | Added |
| SRS Capital Advisors, Inc. | 1,586 | $384.6K | 0.02% | +463+41.2% | Added |
| Prestige Wealth Management Group LLC | 1,584 | $385.5K | 0.08% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,595 | $386.7K | 0.02% | +1,595 | New |
| Washington Trust Bank | 1,598 | $387.5K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,600 | $387.9K | 0.07% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 1,600 | $387.9K | 0.17% | +1,600 | New |
| Private Trust Co NA | 1,609 | $390.1K | 0.04% | +72+4.7% | Added |
| Strategy Asset Managers LLC | 1,615 | $391.5K | 0.08% | −91−5.3% | Reduced |
| Empire Financial Management Company, LLC | 1,624 | $393.9K | 0.12% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,629 | $395.0K | 0.04% | −819−33.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,629 | $395.0K | 0.02% | +530+48.2% | Added |
| 1858 Wealth Management, LLC | 1,641 | $397.9K | 0.34% | −154−8.6% | Reduced |
| Optas, LLC | 1,651 | $400.3K | 0.07% | +136+9.0% | Added |
| State of Wyoming | 1,652 | $400.5K | 0.05% | +1,631+7,766.7% | Added |
| Keybank National Association | 1,673 | $405.6K | 0.00% | −73−4.2% | Reduced |
| Warren Averett Asset Management, LLC | 1,673 | $405.6K | 0.00% | +1,673 | New |
| American National Bank | 1,676 | $406.4K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,680 | $407.3K | 0.01% | +85+5.3% | Added |
| BSW Wealth Partners | 1,686 | $408.7K | 0.06% | +52+3.2% | Added |
| Ascent Wealth Partners, LLC | 1,690 | $409.8K | 0.05% | +253+17.6% | Added |
| Martingale Asset Management L P | 1,690 | $409.8K | 0.01% | +82+5.1% | Added |
| Hall Laurie J Trustee | 1,700 | $412.2K | 0.15% | −550−24.4% | Reduced |
| Belpointe Asset Management LLC | 1,716 | $416.1K | 0.02% | +30+1.8% | Added |
| Vivaldi Capital Management, LLC | 1,723 | $417.8K | 0.07% | −73−4.1% | Reduced |
| Central Trust Co | 1,728 | $419.0K | 0.01% | −7−0.4% | Reduced |
| Chancellor Financial Group WB LP | 1,739 | $421.6K | 0.35% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,748 | $423.8K | 0.23% | −308−15.0% | Reduced |
| Ballentine Partners, LLC | 1,755 | $425.5K | 0.01% | +35+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,756 | $425.7K | 0.01% | +409+30.4% | Added |
| Marietta Investment Partners LLC | 1,764 | $427.7K | 0.10% | −974−35.6% | Reduced |
| Compass Ion Advisors, LLC | 1,776 | $430.6K | 0.05% | +182+11.4% | Added |
| Mystic Asset Management, Inc. | 1,780 | $431.6K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,789 | $433.8K | 0.04% | −6−0.3% | Reduced |
| Signaturefd, LLC | 1,803 | $437.1K | 0.01% | −107−5.6% | Reduced |
| Marco Investment Management LLC | 1,812 | $439.3K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 1,815 | $440.1K | 0.01% | −103−5.4% | Reduced |
| Independence Bank of Kentucky | 1,820 | $441.3K | 0.07% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,821 | $441.5K | 0.13% | −114−5.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,822 | $441.8K | 0.04% | +84+4.8% | Added |
| Clark Asset Management, LLC | 1,828 | $443.1K | 0.07% | +124+7.3% | Added |
| Orser Capital Management, LLC | 1,838 | $445.6K | 0.36% | +1,838 | New |
| Geneos Wealth Management Inc. | 1,845 | $447.3K | 0.01% | +269+17.1% | Added |
| Fisher Asset Management, LLC | 1,848 | $448.3K | 0.00% | +1,848 | New |
| Norden Group LLC | 1,852 | $449.0K | 0.05% | +47+2.6% | Added |
| Vista Wealth Management Group, LLC | 1,857 | $450.2K | 0.03% | +20+1.1% | Added |
| Main Street Financial Solutions, LLC | 1,865 | $452.1K | 0.04% | +318+20.6% | Added |
| Wealth Alliance | 1,871 | $453.7K | 0.05% | −32−1.7% | Reduced |
| IFP Advisors, Inc | 1,876 | $454.9K | 0.01% | +388+26.1% | Added |
| Bridges Investment Management Inc | 1,876 | $454.9K | 0.01% | −175−8.5% | Reduced |
| Icon Wealth Advisors, LLC | 1,878 | $455.3K | 0.04% | −6−0.3% | Reduced |
| NorthRock Partners, LLC | 1,880 | $457.5K | 0.02% | −236−11.2% | Reduced |
| Silver Oak Securities, Inc | 1,927 | $457.6K | 0.04% | +205+11.9% | Added |
| Tectonic Advisors LLC | 1,910 | $463.0K | 0.03% | −29−1.5% | Reduced |
| CWS Financial Advisors, LLC | 1,911 | $463.3K | 0.15% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,909 | $464.5K | 0.39% | −83−4.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,935 | $469.2K | 0.02% | +234+13.8% | Added |
| Aberdeen Wealth Management LLC | 1,939 | $470.1K | 0.32% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,939 | $470.2K | 0.00% | −464−19.3% | Reduced |
| Trust Point Inc. | 1,940 | $470.4K | 0.04% | +81+4.4% | Added |
| Pensionmark Financial Group, LLC | 1,950 | $472.8K | 0.01% | +1,950 | New |
| First Heartland Consultants, Inc. | 1,987 | $481.8K | 0.05% | +98+5.2% | Added |
| Thoroughbred Financial Services, LLC | 2,008 | $486.0K | 0.03% | −23−1.1% | Reduced |
| Redmond Asset Management, LLC | 2,016 | $488.8K | 0.13% | −17−0.8% | Reduced |
| Crew Capital Management, Ltd. | 2,020 | $489.9K | 0.40% | +48+2.4% | Added |
| Groupama Asset Managment | 2,066 | $490.7K | 0.01% | +2,066 | New |
| Huntington National Bank | 2,031 | $492.4K | 0.00% | −153−7.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,037 | $493.9K | 0.10% | −25−1.2% | Reduced |
| Second Half Financial Partners, LLC | 2,050 | $497.0K | 0.25% | −2−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 2,105 | $500.0K | 0.06% | −130−5.8% | Reduced |
| Tobam | 2,063 | $500.0K | 0.21% | +121+6.2% | Added |
| MUFG Securities Americas Inc. | 2,071 | $502.1K | 0.06% | +345+20.0% | Added |
| Spire Wealth Management | 2,078 | $503.8K | 0.02% | +34+1.7% | Added |
| Engineers Gate Manager LP | 2,087 | $506.0K | 0.01% | −1,298−38.3% | Reduced |
| Renasant Bank | 2,114 | $512.6K | 0.34% | +557+35.8% | Added |
| MQS Management LLC | 2,125 | $515.2K | 0.30% | +2,125 | New |
| Heritage Wealth Advisors | 2,130 | $516.4K | 0.03% | −8−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,131 | $516.7K | 0.07% | −53−2.4% | Reduced |
| Brevan Howard Capital Management LP | 2,168 | $525.7K | 0.01% | +933+75.5% | Added |
| Court Place Advisors, LLC | 2,170 | $526.1K | 0.17% | −6−0.3% | Reduced |
| Portside Wealth Group, LLC | 2,173 | $526.9K | 0.09% | +196+9.9% | Added |
| AssuredPartners Investment Advisors, LLC | 2,173 | $526.9K | 0.10% | +117+5.7% | Added |
| Sowell Financial Services LLC | 2,180 | $528.6K | 0.02% | +2,180 | New |