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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,304 | $560.6K | 0.02% | −20−0.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,301 | $558.0K | 0.05% | −22−0.9% | Reduced |
| Brighton Jones LLC | 2,291 | $555.6K | 0.02% | −274−10.7% | Reduced |
| Leonteq Securities AG | 2,266 | $549.3K | 0.04% | +2,266 | New |
| Beacon Pointe Advisors, LLC | 2,254 | $546.5K | 0.01% | −34−1.5% | Reduced |
| Exchange Bank | 2,250 | $545.5K | 0.44% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,245 | $544.0K | 0.10% | −2,972−57.0% | Reduced |
| Change Path, LLC | 2,209 | $535.6K | 0.02% | +251+12.8% | Added |
| Dorsey & Whitney Trust CO LLC | 2,207 | $535.1K | 0.03% | −675−23.4% | Reduced |
| Sowell Financial Services LLC | 2,180 | $528.6K | 0.02% | +2,180 | New |
| AssuredPartners Investment Advisors, LLC | 2,173 | $526.9K | 0.10% | +117+5.7% | Added |
| Portside Wealth Group, LLC | 2,173 | $526.9K | 0.09% | +196+9.9% | Added |
| Court Place Advisors, LLC | 2,170 | $526.1K | 0.17% | −6−0.3% | Reduced |
| Brevan Howard Capital Management LP | 2,168 | $525.7K | 0.01% | +933+75.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,131 | $516.7K | 0.07% | −53−2.4% | Reduced |
| Heritage Wealth Advisors | 2,130 | $516.4K | 0.03% | −8−0.4% | Reduced |
| MQS Management LLC | 2,125 | $515.2K | 0.30% | +2,125 | New |
| Renasant Bank | 2,114 | $512.6K | 0.34% | +557+35.8% | Added |
| Engineers Gate Manager LP | 2,087 | $506.0K | 0.01% | −1,298−38.3% | Reduced |
| Spire Wealth Management | 2,078 | $503.8K | 0.02% | +34+1.7% | Added |
| MUFG Securities Americas Inc. | 2,071 | $502.1K | 0.06% | +345+20.0% | Added |
| Tobam | 2,063 | $500.0K | 0.21% | +121+6.2% | Added |
| Voya Financial Advisors, Inc. | 2,105 | $500.0K | 0.06% | −130−5.8% | Reduced |
| Second Half Financial Partners, LLC | 2,050 | $497.0K | 0.25% | −2−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,037 | $493.9K | 0.10% | −25−1.2% | Reduced |
| Huntington National Bank | 2,031 | $492.4K | 0.00% | −153−7.0% | Reduced |
| Groupama Asset Managment | 2,066 | $490.7K | 0.01% | +2,066 | New |
| Crew Capital Management, Ltd. | 2,020 | $489.9K | 0.40% | +48+2.4% | Added |
| Redmond Asset Management, LLC | 2,016 | $488.8K | 0.13% | −17−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 2,008 | $486.0K | 0.03% | −23−1.1% | Reduced |
| First Heartland Consultants, Inc. | 1,987 | $481.8K | 0.05% | +98+5.2% | Added |
| Pensionmark Financial Group, LLC | 1,950 | $472.8K | 0.01% | +1,950 | New |
| Trust Point Inc. | 1,940 | $470.4K | 0.04% | +81+4.4% | Added |
| Private Advisor Group, LLC | 1,939 | $470.2K | 0.00% | −464−19.3% | Reduced |
| Aberdeen Wealth Management LLC | 1,939 | $470.1K | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,935 | $469.2K | 0.02% | +234+13.8% | Added |
| Eagle Bay Advisors LLC | 1,909 | $464.5K | 0.39% | −83−4.2% | Reduced |
| CWS Financial Advisors, LLC | 1,911 | $463.3K | 0.15% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,910 | $463.0K | 0.03% | −29−1.5% | Reduced |
| Silver Oak Securities, Inc | 1,927 | $457.6K | 0.04% | +205+11.9% | Added |
| NorthRock Partners, LLC | 1,880 | $457.5K | 0.02% | −236−11.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,878 | $455.3K | 0.04% | −6−0.3% | Reduced |
| Bridges Investment Management Inc | 1,876 | $454.9K | 0.01% | −175−8.5% | Reduced |
| IFP Advisors, Inc | 1,876 | $454.9K | 0.01% | +388+26.1% | Added |
| Wealth Alliance | 1,871 | $453.7K | 0.05% | −32−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,865 | $452.1K | 0.04% | +318+20.6% | Added |
| Vista Wealth Management Group, LLC | 1,857 | $450.2K | 0.03% | +20+1.1% | Added |
| Norden Group LLC | 1,852 | $449.0K | 0.05% | +47+2.6% | Added |
| Fisher Asset Management, LLC | 1,848 | $448.3K | 0.00% | +1,848 | New |
| Geneos Wealth Management Inc. | 1,845 | $447.3K | 0.01% | +269+17.1% | Added |
| Orser Capital Management, LLC | 1,838 | $445.6K | 0.36% | +1,838 | New |
| Clark Asset Management, LLC | 1,828 | $443.1K | 0.07% | +124+7.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,822 | $441.8K | 0.04% | +84+4.8% | Added |
| Ifrah Financial Services, Inc. | 1,821 | $441.5K | 0.13% | −114−5.9% | Reduced |
| Independence Bank of Kentucky | 1,820 | $441.3K | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 1,815 | $440.1K | 0.01% | −103−5.4% | Reduced |
| Marco Investment Management LLC | 1,812 | $439.3K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,803 | $437.1K | 0.01% | −107−5.6% | Reduced |
| MONECO Advisors, LLC | 1,789 | $433.8K | 0.04% | −6−0.3% | Reduced |
| Mystic Asset Management, Inc. | 1,780 | $431.6K | 0.11% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,776 | $430.6K | 0.05% | +182+11.4% | Added |
| Marietta Investment Partners LLC | 1,764 | $427.7K | 0.10% | −974−35.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,756 | $425.7K | 0.01% | +409+30.4% | Added |
| Ballentine Partners, LLC | 1,755 | $425.5K | 0.01% | +35+2.0% | Added |
| Everpar Advisors LLC | 1,748 | $423.8K | 0.23% | −308−15.0% | Reduced |
| Chancellor Financial Group WB LP | 1,739 | $421.6K | 0.35% | 00.0% | Unchanged |
| Central Trust Co | 1,728 | $419.0K | 0.01% | −7−0.4% | Reduced |
| Vivaldi Capital Management, LLC | 1,723 | $417.8K | 0.07% | −73−4.1% | Reduced |
| Belpointe Asset Management LLC | 1,716 | $416.1K | 0.02% | +30+1.8% | Added |
| Hall Laurie J Trustee | 1,700 | $412.2K | 0.15% | −550−24.4% | Reduced |
| Martingale Asset Management L P | 1,690 | $409.8K | 0.01% | +82+5.1% | Added |
| Ascent Wealth Partners, LLC | 1,690 | $409.8K | 0.05% | +253+17.6% | Added |
| BSW Wealth Partners | 1,686 | $408.7K | 0.06% | +52+3.2% | Added |
| Horizon Investments, LLC | 1,680 | $407.3K | 0.01% | +85+5.3% | Added |
| American National Bank | 1,676 | $406.4K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,673 | $405.6K | 0.00% | +1,673 | New |
| Keybank National Association | 1,673 | $405.6K | 0.00% | −73−4.2% | Reduced |
| State of Wyoming | 1,652 | $400.5K | 0.05% | +1,631+7,766.7% | Added |
| Optas, LLC | 1,651 | $400.3K | 0.07% | +136+9.0% | Added |
| 1858 Wealth Management, LLC | 1,641 | $397.9K | 0.34% | −154−8.6% | Reduced |
| 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 |
| Empire Financial Management Company, LLC | 1,624 | $393.9K | 0.12% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,615 | $391.5K | 0.08% | −91−5.3% | Reduced |
| Private Trust Co NA | 1,609 | $390.1K | 0.04% | +72+4.7% | Added |
| 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 |
| Washington Trust Bank | 1,598 | $387.5K | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,595 | $386.7K | 0.02% | +1,595 | New |
| Prestige Wealth Management Group LLC | 1,584 | $385.5K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,586 | $384.6K | 0.02% | +463+41.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,576 | $382.1K | 0.04% | +15+1.0% | Added |
| Campion Asset Management LLC | 1,565 | $379.4K | 0.29% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,557 | $377.5K | 0.00% | −130−7.7% | Reduced |
| Carolinas Wealth Consulting LLC | 1,556 | $377.4K | 0.08% | −1−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,547 | $375.1K | 0.03% | +3+0.2% | Added |
| Optimize Financial Inc | 1,544 | $374.4K | 0.14% | −60−3.7% | Reduced |
| Rehmann Capital Advisory Group | 1,519 | $368.4K | 0.02% | +67+4.6% | Added |
| Moneta Group Investment Advisors LLC | 1,518 | $368.1K | 0.01% | −77−4.8% | Reduced |
| Sherbrooke Park Advisers LLC | 1,516 | $367.6K | 0.17% | +1,516 | New |