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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,096 | $265.8K | 0.00% | +151+16.0% | Added |
| Claro Advisors LLC | 1,095 | $265.6K | 0.04% | −38−3.4% | Reduced |
| Capital Investment Counsel, Inc | 1,077 | $261.2K | 0.04% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,074 | $260.4K | 0.09% | −81−7.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,102 | $260.3K | 0.09% | +39+3.7% | Added |
| First Affirmative Financial Network | 1,072 | $259.9K | 0.16% | −229−17.6% | Reduced |
| Equitable Holdings, Inc. | 1,071 | $259.7K | 0.00% | +1,071 | New |
| Sagespring Wealth Partners, LLC | 1,068 | $259.0K | 0.01% | +130+13.9% | Added |
| Vinva Investment Management Ltd | 1,088 | $258.4K | 0.01% | −1,753−61.7% | Reduced |
| First Manhattan Co | 1,056 | $257.0K | 0.00% | −27−2.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,059 | $256.8K | 0.01% | +1,059 | New |
| Clark Financial Services Group Inc | 1,056 | $256.0K | 0.18% | +1,056 | New |
| Pavion Blue Capital, LLC | 1,053 | $255.3K | 0.12% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,049 | $254.3K | 0.04% | +4+0.4% | Added |
| Parallel Advisors, LLC | 1,047 | $253.9K | 0.01% | −94−8.2% | Reduced |
| Clark Capital Management Group, Inc. | 1,046 | $253.6K | 0.00% | −1−0.1% | Reduced |
| Summit Trail Advisors, LLC | 1,039 | $253.3K | 0.01% | +1,039 | New |
| LMR Partners LLP | 1,041 | $252.4K | 0.01% | +1,041 | New |
| Fiduciary Planning LLC | 1,038 | $251.6K | 0.08% | +4+0.4% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,035 | $250.9K | 0.22% | +60+6.2% | Added |
| Aprio Wealth Management, LLC | 1,034 | $250.6K | 0.03% | −12−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,031 | $250.0K | 0.03% | −3−0.3% | Reduced |
| Evergreen Capital Management LLC | 1,027 | $249.9K | 0.01% | +1,027 | New |
| Seeds Investor LLC | 1,031 | $249.9K | 0.07% | −114−10.0% | Reduced |
| Aull & Monroe Investment Management Corp | 1,026 | $248.8K | 0.12% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,022 | $247.8K | 0.73% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,020 | $247.4K | 0.01% | +748+275.0% | Added |
| Jacobsen Capital Management | 1,019 | $247.1K | 0.11% | −6−0.6% | Reduced |
| Allred Capital Management, LLC | 1,013 | $245.6K | 0.10% | −10−1.0% | Reduced |
| Moseley Investment Management Inc | 1,010 | $244.9K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,008 | $244.5K | 0.01% | +1,008 | New |
| Procyon Private Wealth Partners, LLC | 1,005 | $243.8K | 0.01% | −511−33.7% | Reduced |
| Cross Staff Investments Inc | 1,000 | $242.5K | 0.18% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $242.5K | 0.06% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $242.5K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,000 | $242.4K | 0.00% | +7+0.7% | Added |
| RDA Financial Network | 993 | $240.8K | 0.07% | −1−0.1% | Reduced |
| Syon Capital LLC | 993 | $240.8K | 0.02% | +993 | New |
| Fullcircle Wealth LLC | 1,012 | $240.0K | 0.10% | +115+12.8% | Added |
| Cushing Capital Partners, LLC | 986 | $239.8K | 0.22% | −3,425−77.6% | Reduced |
| Harvest Fund Management Co., Ltd | 982 | $238.0K | 0.01% | +647+193.1% | Added |
| Accurate Wealth Management, LLC | 1,024 | $237.2K | 0.05% | +1,024 | New |
| Cadent Capital Advisors, LLC | 977 | $236.9K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 968 | $234.6K | 0.02% | +2+0.2% | Added |
| Wayfinding Financial, LLC | 964 | $234.0K | 0.10% | −21−2.1% | Reduced |
| Strategic Blueprint, LLC | 965 | $234.0K | 0.01% | −345−26.3% | Reduced |
| Colonial Trust Co | 958 | $232.3K | 0.04% | −11−1.1% | Reduced |
| Simon Quick Advisors, LLC | 953 | $231.1K | 0.01% | +953 | New |
| Brogan Financial, Inc. | 952 | $230.8K | 0.11% | +28+3.0% | Added |
| Baron Wealth Management LLC | 945 | $229.2K | 0.10% | +945 | New |
| Great Valley Advisor Group, Inc. | 944 | $229.0K | 0.00% | −34−3.5% | Reduced |
| Patron Partners Advisors, LLC | 944 | $228.9K | 0.12% | −67−6.6% | Reduced |
| Stanley-Laman Group, Ltd. | 938 | $227.4K | 0.03% | +938 | New |
| David Loasby | 994 | $227.0K | 0.02% | −16−1.6% | Reduced |
| Fragasso Group Inc. | 935 | $226.8K | 0.02% | +13+1.4% | Added |
| River Wealth Advisors LLC | 935 | $226.7K | 0.03% | −70−7.0% | Reduced |
| Inscription Capital, LLC | 1,100 | $225.3K | 0.04% | +1,100 | New |
| Sterling Capital Management LLC | 928 | $225.0K | 0.00% | −1,407−60.3% | Reduced |
| Umb Bank N A | 926 | $224.5K | 0.00% | −171−15.6% | Reduced |
| Sigma Planning Corp | 918 | $222.6K | 0.01% | −39−4.1% | Reduced |
| iA Global Asset Management Inc. | 916 | $222.0K | 0.00% | +916 | New |
| Trinity Financial Advisors LLC | 925 | $221.9K | 0.08% | +1+0.1% | Added |
| Advyzon Investment Management, LLC | 915 | $221.8K | 0.08% | −31−3.3% | Reduced |
| USA Financial Portformulas Corp | 908 | $220.2K | 0.04% | +908 | New |
| Personal Cfo Solutions, LLC | 908 | $220.1K | 0.04% | −33−3.5% | Reduced |
| Diversified Trust Co | 902 | $218.9K | 0.01% | +902 | New |
| Raleigh Capital Management Inc. | 900 | $218.3K | 0.10% | −63−6.5% | Reduced |
| NTV Asset Management LLC | 900 | $218.2K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 898 | $217.7K | 0.01% | −109−10.8% | Reduced |
| D.A. Davidson & Co. | 896 | $217.2K | 0.00% | +896 | New |
| Westover Capital Advisors, LLC | 895 | $217.0K | 0.05% | −40−4.3% | Reduced |
| Crestwood Advisors Group LLC | 893 | $216.5K | 0.00% | −17−1.9% | Reduced |
| Fort Point Capital Partners LLC | 893 | $216.5K | 0.02% | +8+0.9% | Added |
| IHT Wealth Management, LLC | 888 | $215.3K | 0.01% | +888 | New |
| Aster Capital Management (DIFC) Ltd | 892 | $215.2K | 0.04% | +892 | New |
| Advisory Alpha, LLC | 884 | $214.3K | 0.01% | +884 | New |
| Edmond de Rothschild Holding S.A. | 882 | $213.8K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 881 | $213.6K | 0.01% | −70−7.4% | Reduced |
| PAX Financial Group, LLC | 877 | $212.5K | 0.04% | +877 | New |
| Versant Capital Management, Inc | 875 | $212.2K | 0.04% | +875 | New |
| Howard Capital Management Group, LLC | 875 | $212.2K | 0.02% | +875 | New |
| Mount Yale Investment Advisors, LLC | 866 | $210.0K | 0.02% | −498−36.5% | Reduced |
| Prosperity Consulting Group, LLC | 863 | $209.2K | 0.02% | +863 | New |
| Wallace Advisory Group, LLC | 924 | $208.9K | 0.14% | +924 | New |
| Enterprise Financial Services Corp | 861 | $208.8K | 0.12% | +861 | New |
| VisionPoint Advisory Group, LLC | 860 | $208.5K | 0.07% | +10+1.2% | Added |
| Virtue Capital Management, LLC | 855 | $207.7K | 0.02% | +855 | New |
| Essex Savings Bank | 846 | $205.1K | 0.05% | +846 | New |
| Two Sigma Investments, LP | 842 | $204.2K | 0.00% | −400−32.2% | Reduced |
| R Squared Ltd | 840 | $203.7K | 0.22% | +750+833.3% | Added |
| Souders Financial Advisors | 837 | $202.9K | 0.03% | −475−36.2% | Reduced |
| Forum Financial Management, LP | 832 | $201.7K | 0.00% | +832 | New |
| RMB Capital Management, LLC | 828 | $201.5K | 0.00% | −114−12.1% | Reduced |
| Independent Wealth Network Inc. | 830 | $201.3K | 0.08% | +830 | New |
| Checchi Capital Advisers, LLC | 825 | $200.0K | 0.01% | +825 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $191.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 776 | $188.1K | 0.03% | +776 | New |
| Skopos Labs, Inc. | 774 | $187.7K | 0.04% | +109+16.4% | Added |
| Toth Financial Advisory Corp | 770 | $186.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 756 | $183.3K | 0.01% | +34+4.7% | Added |