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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
Dorsey & Whitney Trust CO LLC2,207$535.1K0.03%−675−23.4%Reduced
Change Path, LLC2,209$535.6K0.02%+251+12.8%Added
Morningstar Investment Services LLC2,245$544.0K0.10%−2,972−57.0%Reduced
Exchange Bank2,250$545.5K0.44%00.0%Unchanged
Beacon Pointe Advisors, LLC2,254$546.5K0.01%−34−1.5%Reduced
Leonteq Securities AG2,266$549.3K0.04%+2,266New
Brighton Jones LLC2,291$555.6K0.02%−274−10.7%Reduced
Plante Moran Financial Advisors, LLC2,301$558.0K0.05%−22−0.9%Reduced
Snowden Capital Advisors LLC2,304$560.6K0.02%−20−0.9%Reduced
Miracle Mile Advisors, LLC2,314$561.1K0.01%−119−4.9%Reduced
Maripau Wealth Management LLC2,327$566.1K0.32%+475+25.6%Added
SeaBridge Investment Advisors LLC2,344$568.3K0.12%00.0%Unchanged
United Services Automobile Association2,405$571.2K0.02%+2,405New
Baker Avenue Asset Management, LP2,363$573.0K0.02%−984−29.4%Reduced
Vestcor Inc2,366$574.0K0.02%+6+0.3%Added
Mutual Advisors, LLC2,415$574.1K0.02%+475+24.5%Added
Segment Wealth Management, LLC2,371$574.9K0.04%+127+5.7%Added
Dark Forest Capital Management LP2,425$588.0K0.03%+2,425New
OmniStar Financial Group, Inc.2,432$589.7K0.46%+2,432New
Pitcairn Co2,438$591.1K0.04%+42+1.8%Added
Atlas Legacy Advisors, LLC2,445$592.8K0.15%−685−21.9%Reduced
National Asset Management, Inc.2,450$594.0K0.02%+228+10.3%Added
Sompo Asset Management Co., Ltd.2,460$596.5K0.11%−210−7.9%Reduced
Albion Financial Group2,478$600.8K0.04%−404−14.0%Reduced
Meeder Advisory Services, Inc.2,486$602.8K0.04%−232−8.5%Reduced
Citizens Financial Group Inc2,479$603.3K0.01%−175−6.6%Reduced
Cary Street Partner Investment Advisory LLC2,491$604.0K0.35%+162+7.0%Added
Wedmont Private Capital2,609$604.3K0.03%+606+30.3%Added
Forza Wealth Management, LLC2,500$606.1K0.27%−100−3.8%Reduced
Shufro Rose & Co LLC2,500$606.1K0.05%00.0%Unchanged
Ami Asset Management Corp2,505$607.4K0.04%−29−1.1%Reduced
Simmons Bank2,531$613.7K0.05%00.0%Unchanged
Ninety One North America, Inc.2,538$615.4K0.04%−405−13.8%Reduced
Acadian Asset Management LLC2,544$616.0K0.00%+2,106+480.8%Added
Dividend Assets Capital, LLC2,550$618.3K0.12%−387−13.2%Reduced
Qtron Investments LLC2,562$621.2K0.09%00.0%Unchanged
Brown Miller Wealth Management, LLC2,567$622.4K0.22%+2,567New
Everence Capital Management Inc2,596$629.0K0.04%00.0%Unchanged
Ellevest, Inc.2,596$629.4K0.04%+142+5.8%Added
One + One Wealth Management, LLC2,606$631.9K0.34%+982+60.5%Added
Argent Trust Co2,656$644.0K0.03%00.0%Unchanged
United Capital Financial Advisers, LLC2,665$646.1K0.01%+162+6.5%Added
BHK Investment Advisors, LLC2,671$647.5K0.27%−44−1.6%Reduced
Venturi Wealth Management, LLC2,678$649.3K0.03%+131+5.1%Added
WealthTrust Axiom LLC2,681$650.0K0.20%00.0%Unchanged
Gibbs Wealth Management2,682$650.3K0.16%+661+32.7%Added
Ossiam2,690$652.2K0.01%−552−17.0%Reduced
Mather Group, LLC.2,700$654.7K0.01%+752+38.6%Added
Chicago Trust Co NA2,728$661.4K0.12%00.0%Unchanged
V-Square Quantitative Management LLC2,734$662.9K0.10%+179+7.0%Added
Unique Wealth, LLC2,738$663.9K0.13%+730+36.4%Added
Jacobi Capital Management LLC2,776$673.2K0.05%+123+4.6%Added
Moody Lynn & Lieberson, LLC2,810$681.3K0.04%00.0%Unchanged
Cyrus J. Lawrence, LLC2,818$683.0K2.59%−42,978−93.8%Reduced
Cresset Asset Management, LLC2,820$686.2K0.00%+49+1.8%Added
Creekmur Asset Management LLC2,842$689.1K0.14%+2,842New
Sepio Capital, LP2,903$703.9K0.06%−31−1.1%Reduced
Clarus Group, Inc.2,907$704.9K0.27%−553−16.0%Reduced
Plato Investment Management Ltd2,879$705.6K0.06%00.0%Unchanged
United Advisor Group, LLC2,913$706.3K0.14%+101+3.6%Added
TD Private Client Wealth LLC2,914$706.6K0.02%+134+4.8%Added
Bradley Foster & Sargent Inc2,922$708.5K0.01%−36−1.2%Reduced
Fiduciary Family Office, LLC2,924$709.0K0.24%+2,924New
Beaumont Financial Advisors, LLC2,937$712.1K0.06%+8+0.3%Added
Kidder Stephen W2,950$715.3K0.22%00.0%Unchanged
SWMG, LLC3,121$741.9K0.29%−29−0.9%Reduced
Board of the Pension Protection Fund3,100$751.6K0.86%+2,600+520.0%Added
Meyer Handelman Co3,105$752.8K0.03%−125−3.9%Reduced
Legacy Capital Wealth Partners, LLC3,119$756.2K0.19%−131−4.0%Reduced
Pandora Wealth, Inc.3,175$769.8K0.51%+3,175New
Fulton Bank, N.A.3,190$773.4K0.03%−156−4.7%Reduced
Davy Global Fund Management Ltd3,190$773.4K0.09%00.0%Unchanged
IFG Advisory, LLC3,199$775.6K0.04%+72+2.3%Added
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,200$775.9K0.03%−200−5.9%Reduced
Delta Financial Group, Inc.3,328$785.0K0.18%00.0%Unchanged
Resources Investment Advisors, LLC.3,241$785.9K0.01%+267+9.0%Added
D.B. Root & Company, LLC3,243$786.3K0.25%−8−0.2%Reduced
Cornercap Investment Counsel Inc3,302$800.6K0.42%−40−1.2%Reduced
SRN Advisors, LLC3,330$807.4K0.91%−104−3.0%Reduced
Jefferies Financial Group Inc.3,381$819.8K0.01%+183+5.7%Added
Kentucky Retirement Systems Insurance Trust Fund3,405$825.6K0.06%+3,405New
Guardian Wealth Management, Inc.3,417$828.5K0.55%−120−3.4%Reduced
Bessemer Group Inc3,467$840.0K0.00%−3,855−52.6%Reduced
ABLE Financial Group, LLC3,465$840.1K0.24%−58−1.6%Reduced
Bridgewater Advisors Inc.3,514$842.3K0.07%+3,514New
Squarepoint Ops LLC3,479$843.5K0.00%−7,591−68.6%Reduced
East Coast Asset Management, LLC.3,488$845.7K0.30%−525−13.1%Reduced
Ci Investments Inc.3,521$854.0K0.00%+347+10.9%Added
Smallwood Wealth Investment Management, LLC3,574$866.7K0.55%+10+0.3%Added
Farther Finance Advisors, LLC3,543$867.1K0.02%+78+2.3%Added
Mission Wealth Management, LP3,634$881.0K0.02%−10.0%Reduced
Verition Fund Management LLC3,686$893.7K0.01%−10,454−73.9%Reduced
Nomura Holdings Inc3,688$894.2K0.00%−161−4.2%Reduced
Cedar Mountain Advisors, LLC3,696$896.1K0.20%+14+0.4%Added
Northwestern Mutual Investment Management Company, LLC3,721$902.2K0.01%+9+0.2%Added
Glenmede Trust Co NA3,757$910.9K0.00%+6+0.2%Added
Quadrature Capital Ltd3,761$911.9K0.02%+3,761New
Accredited Investors Inc.3,799$921.1K0.06%+228+6.4%Added
Union Bancaire Privee, UBP SA3,869$924.3K0.02%−6,415−62.4%Reduced
MGB Wealth Management, LLC3,877$936.1K0.34%+107+2.8%Added