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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 754 | $183.0K | 0.01% | −466−38.2% | Reduced |
| Smartleaf Asset Management LLC | 747 | $177.5K | 0.02% | +49+7.0% | Added |
| Whittier Trust Co of Nevada Inc | 708 | $171.7K | 0.00% | −5−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 655 | $158.8K | 0.00% | +72+12.3% | Added |
| S.A. Mason LLC | 650 | $157.6K | 0.08% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 620 | $150.3K | 0.00% | +112+22.0% | Added |
| Union Savings Bank | 620 | $150.3K | 0.07% | 00.0% | Unchanged |
| Kennebec Savings Bank | 600 | $145.5K | 0.15% | 00.0% | Unchanged |
| Quarry LP | 580 | $140.6K | 0.04% | −90−13.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 551 | $134.1K | 0.00% | −103−15.7% | Reduced |
| Quent Capital, LLC | 534 | $129.5K | 0.01% | −18−3.3% | Reduced |
| Johnson Financial Group, Inc. | 532 | $129.5K | 0.01% | +532 | New |
| Armstrong Advisory Group, Inc | 571 | $129.1K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 528 | $128.0K | 0.04% | +528 | New |
| Massmutual Trust Co FSB | 523 | $126.8K | 0.00% | −3−0.6% | Reduced |
| Broadwater Capital Management LLC | 500 | $121.2K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $121.2K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $119.0K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 478 | $115.9K | 0.05% | −14−2.8% | Reduced |
| Laurel Wealth Advisors LLC | 468 | $113.5K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 468 | $113.5K | 0.04% | +19+4.2% | Added |
| Covestor Ltd | 465 | $113.0K | 0.08% | −94−16.8% | Reduced |
| Cary Street Partners Financial LLC | 465 | $112.7K | 0.00% | −472−50.4% | Reduced |
| Harbour Investments, Inc. | 444 | $107.7K | 0.00% | −129−22.5% | Reduced |
| Lindbrook Capital, LLC | 434 | $105.2K | 0.01% | +8+1.9% | Added |
| Webster Bank, N. A. | 428 | $103.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 424 | $102.8K | 0.01% | +6+1.4% | Added |
| AdvisorNet Financial, Inc | 424 | $102.8K | 0.01% | +20+5.0% | Added |
| St Germain D J Co Inc | 403 | $97.7K | 0.00% | −19−4.5% | Reduced |
| HWG Holdings LP | 400 | $97.0K | 0.04% | +400 | New |
| First Command Advisory Services, Inc. | 394 | $95.5K | 0.00% | +4+1.0% | Added |
| Capital Advisors, Ltd. LLC | 392 | $95.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 385 | $93.3K | 0.12% | +124+47.5% | Added |
| Chilton Capital Management LLC | 371 | $90.0K | 0.00% | −85−18.6% | Reduced |
| Bangor Savings Bank | 364 | $88.3K | 0.01% | −88−19.5% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $85.8K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 351 | $85.4K | 0.05% | +8+2.3% | Added |
| Harbor Investment Advisory, LLC | 350 | $84.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 347 | $84.1K | 0.00% | −288−45.4% | Reduced |
| Atlantic Trust, LLC | 346 | $83.9K | 0.02% | +240+226.4% | Added |
| First PREMIER Bank | 330 | $80.0K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 322 | $78.1K | 0.00% | −26−7.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 311 | $75.4K | 0.05% | +48+18.3% | Added |
| HM Payson & Co | 310 | $75.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 339 | $75.0K | 0.05% | −101−23.0% | Reduced |
| Montag A & Associates Inc | 300 | $73.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $72.7K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $72.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $71.3K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 316 | $70.9K | 0.00% | +316 | New |
| Ransom Advisory, Ltd | 279 | $67.6K | 0.03% | −8−2.8% | Reduced |
| Bokf, NA | 265 | $64.3K | 0.00% | −45−14.5% | Reduced |
| HighMark Wealth Management LLC | 257 | $62.4K | 0.04% | +1+0.4% | Added |
| Trust Co of Vermont | 255 | $61.8K | 0.00% | −600−70.2% | Reduced |
| GeoWealth Management, LLC | 252 | $61.1K | 0.00% | −158−38.5% | Reduced |
| Piscataqua Savings Bank | 235 | $57.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 229 | $55.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $55.5K | 0.01% | 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 |
| Salem Investment Counselors Inc | 225 | $54.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $54.8K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 220 | $53.3K | 0.01% | +39+21.5% | Added |
| Bruce G. Allen Investments, LLC | 218 | $52.9K | 0.04% | −1−0.5% | Reduced |
| Truvestments Capital LLC | 213 | $51.6K | 0.01% | +1+0.5% | Added |
| Anfield Capital Management, LLC | 196 | $47.5K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 191 | $46.4K | 0.02% | +7+3.8% | Added |
| Curio Wealth, LLC | 1 | $45.2K | 0.02% | −199−99.5% | Reduced |
| Rothschild Investment LLC | 183 | $44.4K | 0.00% | +13+7.6% | Added |
| True Wealth Design, LLC | 179 | $43.4K | 0.02% | +29+19.3% | Added |
| von Borstel & Associates, Inc. | 177 | $43.0K | 0.01% | +177 | New |
| Evergreen Private Wealth LLC | 174 | $42.2K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 175 | $42.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 170 | $41.2K | 0.02% | −21−11.0% | Reduced |
| Smithfield Trust Co | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 166 | $40.2K | 0.00% | +13+8.5% | Added |
| Central Pacific Bank - Trust Division | 164 | $39.8K | 0.01% | +36+28.1% | Added |
| 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 |
| 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 |
| UMA Financial Services, Inc. | 155 | $37.6K | 0.01% | −77−33.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $37.6K | 0.01% | +85+121.4% | Added |
| Ogorek Anthony Joseph | 156 | $37.0K | 0.01% | +3+2.0% | Added |
| Minot DeBlois Advisors LLC | 150 | $36.4K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 149 | $36.1K | 0.00% | +149 | New |
| Financial Network Wealth Management LLC | 148 | $36.0K | 0.01% | +148 | New |
| CVA Family Office, LLC | 145 | $35.2K | 0.01% | +27+22.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 143 | $35.0K | 0.00% | +117+450.0% | Added |
| Continuum Advisory, LLC | 141 | $34.2K | 0.00% | +46+48.4% | Added |
| Gen-Wealth Partners Inc | 137 | $33.2K | 0.01% | −23−14.4% | Reduced |
| CoreCap Advisors, LLC | 133 | $32.2K | 0.00% | +79+146.3% | Added |
| Hemington Wealth Management | 128 | $31.0K | 0.00% | +20+18.5% | Added |
| Bogart Wealth, LLC | 121 | $29.3K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 120 | $29.0K | 0.02% | +1+0.8% | Added |
| Valued Wealth Advisors LLC | 117 | $28.5K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $26.9K | 0.01% | −255−69.7% | Reduced |
| Oakworth Capital, Inc. | 109 | $26.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 107 | $25.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $24.2K | 0.02% | 00.0% | Unchanged |