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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
WBI Investments1,511$366.4K0.10%−5,351−78.0%Reduced
Shore Point Advisors, LLC1,504$364.7K0.19%00.0%Unchanged
KFG Wealth Management, LLC1,501$363.9K0.07%+99+7.1%Added
Anchor Investment Management, LLC1,500$363.7K0.03%00.0%Unchanged
Ritholtz Wealth Management1,497$363.0K0.01%+8+0.5%Added
Perigon Wealth Management, LLC1,494$362.3K0.01%+119+8.7%Added
Ipswich Investment Management Co., Inc.1,490$361.3K0.09%+1,490New
Teza Capital Management LLC1,487$360.5K0.16%+1,487New
Caliber Wealth Management, LLC1,482$359.3K0.05%+1,482New
Stonehearth Capital Management, LLC1,480$358.8K0.15%00.0%Unchanged
Cynosure Management, LLC1,478$358.4K0.05%+65+4.6%Added
CX Institutional1,474$357.0K0.01%+3+0.2%Added
MBE Wealth Management, LLC1,471$356.6K0.17%+1,471New
Quotient Wealth Partners, LLC1,470$356.4K0.01%−61−4.0%Reduced
Dynamic Advisor Solutions LLC1,469$356.3K0.01%−22−1.5%Reduced
Buckingham Strategic Partners1,461$354.1K0.01%+321+28.2%Added
Radnor Capital Management, LLC1,457$353.0K0.06%00.0%Unchanged
Traphagen Investment Advisors LLC1,444$350.0K0.04%+117+8.8%Added
Raiffeisen Bank International AG1,470$349.1K0.01%+1,470New
Rockland Trust Co1,437$348.4K0.02%−80−5.3%Reduced
Gilbert & Cook, Inc.1,432$347.2K0.05%+53+3.8%Added
We Are One Seven, LLC1,425$345.5K0.01%+180+14.5%Added
Two Sigma Securities, LLC1,424$345.3K0.05%+1,424New
TD Waterhouse Canada Inc.1,407$344.3K0.00%−38−2.6%Reduced
Wambolt & Associates, LLC1,404$343.5K0.12%−120−7.9%Reduced
LaSalle St. Investment Advisors, LLC1,412$342.0K0.08%+1,412New
Boothbay Fund Management, LLC1,410$341.9K0.01%−528−27.2%Reduced
Apella Capital, LLC1,467$340.8K0.01%+25+1.7%Added
MBB Public Markets I LLC1,401$339.7K0.04%+1,401New
Healthcare of Ontario Pension Plan Trust Fund1,395$338.2K0.00%+1,395New
Allworth Financial LP1,418$337.7K0.00%+41+3.0%Added
Guggenheim Capital LLC1,390$337.0K0.00%−505−26.6%Reduced
Diversified Enterprises, LLC1,378$334.1K0.03%+1,378New
Ameritas Investment Partners, Inc.1,377$333.9K0.01%−66−4.6%Reduced
J.W. Cole Advisors, Inc.1,374$333.2K0.01%+344+33.4%Added
CWA Asset Management Group, LLC1,370$332.2K0.02%+87+6.8%Added
Foundations Investment Advisors, LLC1,370$332.1K0.01%−158−10.3%Reduced
Axq Capital, LP1,369$331.9K0.13%+1,369New
QSV Equity Investors LLC1,368$331.7K0.34%−9−0.7%Reduced
Atlas Brown,Inc.1,358$329.3K0.12%00.0%Unchanged
Sunburst Financial Group, LLC1,354$328.3K0.08%+343+33.9%Added
Safe Harbor Fiduciary, LLC1,344$325.9K0.34%00.0%Unchanged
Arrowstreet Capital, Limited Partnership1,337$324.2K0.00%+1,337New
Algert Global LLC1,330$322.5K0.01%+1,330New
Resources Management Corp1,325$321.0K0.05%−100−7.0%Reduced
Ewa, LLC1,315$318.9K0.12%+56+4.4%Added
Smith Group Asset Management, LLC1,310$317.6K0.02%+1,310New
Abn Amro Investment Solutions1,306$316.7K0.01%+1,306New
Penobscot Investment Management Company, Inc.1,299$315.0K0.03%00.0%Unchanged
Brown Brothers Harriman & Co1,294$313.7K0.00%−164−11.2%Reduced
Flagship Harbor Advisors, LLC1,293$313.5K0.02%+4+0.3%Added
Pinnacle Wealth Planning Services, Inc.1,293$313.5K0.05%−1−0.1%Reduced
GPS Wealth Strategies Group, LLC1,290$312.7K0.04%00.0%Unchanged
Washington Trust Advisors, Inc.1,286$311.8K0.03%−200−13.5%Reduced
Davenport & Co LLC1,275$309.1K0.00%−200−13.6%Reduced
First Horizon Advisors, Inc.1,274$308.9K0.01%+82+6.9%Added
Advisors Capital Management, LLC1,271$308.3K0.00%−169−11.7%Reduced
Chicago Partners Investment Group LLC1,305$308.2K0.01%+165+14.5%Added
Financial Harvest, LLC3,352$308.2K0.31%+3,352New
Eqis Capital Management, Inc.1,269$307.6K0.03%−107−7.8%Reduced
Somerville Kurt F1,256$304.5K0.05%+1,256New
Net Worth Advisory Group1,251$303.4K0.10%+1,251New
Hamilton Capital Partners Inc.1,245$301.9K0.02%+1,245New
AE Wealth Management LLC1,239$300.5K0.00%+198+19.0%Added
Harvey Investment Co LLC1,238$300.0K0.03%00.0%Unchanged
Ascent Group, LLC1,234$299.2K0.01%+1,234New
Hutchens & Kramer Investment Management Group, LLC1,230$298.2K0.16%00.0%Unchanged
Nilsine Partners, LLC1,227$297.5K0.03%−20−1.6%Reduced
Petros Family Wealth, LLC1,224$296.8K0.33%−48−3.8%Reduced
Advisor OS, LLC1,221$296.0K0.03%+87+7.7%Added
Profund Advisors LLC1,218$295.3K0.01%−95−7.2%Reduced
Grove Street Fiduciary, LLC1,218$295.3K0.15%+1,218New
Greykasell Wealth Strategies, Inc.1,205$292.2K0.16%00.0%Unchanged
Enterprise Bank & Trust Co1,201$291.2K0.11%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC1,200$291.0K0.23%+200+20.0%Added
Moody Aldrich Partners LLC1,196$290.0K0.06%−456−27.6%Reduced
Atwater Malick LLC1,191$288.8K0.10%+1,191New
Equitable Trust Co1,189$288.3K0.02%00.0%Unchanged
Prime Capital Investment Advisors, LLC1,182$286.6K0.00%+179+17.8%Added
Woodward Diversified Capital, LLC1,176$285.1K0.20%+60+5.4%Added
Cigna Investments Inc1,175$285.0K0.05%−21−1.8%Reduced
Brown Capital Management LLC1,169$283.4K0.01%−2,589−68.9%Reduced
Graypoint LLC1,163$282.0K0.02%+157+15.6%Added
Choate Investment Advisors1,161$281.5K0.01%−136−10.5%Reduced
Avantax Planning Partners, Inc.1,155$280.0K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC1,153$279.5K0.00%+101+9.6%Added
Novak & Powell Financial Services, Inc.1,152$279.4K0.17%00.0%Unchanged
Atria Wealth Solutions, Inc.1,147$279.1K0.00%−112−8.9%Reduced
Stephens Inc1,151$279.1K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,150$279.0K0.04%00.0%Unchanged
Avestar Capital, LLC1,140$277.4K0.03%−150−11.6%Reduced
Courier Capital LLC1,139$276.2K0.02%00.0%Unchanged
Park National Corp1,132$274.5K0.01%00.0%Unchanged
Bestgate Wealth Advisors, LLC1,127$273.3K0.57%00.0%Unchanged
Clarius Group, LLC1,121$271.8K0.02%−21−1.8%Reduced
Davies Financial Advisors, Inc.1,119$271.3K0.23%00.0%Unchanged
Key Financial Inc1,117$270.8K0.06%00.0%Unchanged
Hudson Capital Management LLC1,104$267.7K0.08%+4+0.4%Added
Two Sigma Advisers, LP1,100$266.7K0.00%−500−31.3%Reduced
Texas Bank & Trust Co1,100$266.7K0.11%00.0%Unchanged