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 2 sales; 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 |
|---|---|---|---|---|---|
| Rialto Wealth Management, LLC | 2 | $485 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $485 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $243 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1 | $242 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $242 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −89,036−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −20,369−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,479−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −17,941−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −17,741−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,245−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,586−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −10,136−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,283−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −7,116−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,389−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −3,453−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Mindset Wealth Management, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| Roehl & Yi Investment Advisors, LLC | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Canopy Partners, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Avitas Wealth Management LLC | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Buckingham Capital Management, Inc. | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| Northwest Bank & Trust Co | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Criterion Capital Advisors, LLC | – | – | – | – | Not filed |