Ray Dalio's BR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 21,352 shares of Broadridge Financial Solutions, Inc. (BR) worth $4.77 M, representing 0.02% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 24,822 shares. Largest reduction occurred in Q3 2022, reducing 36,170 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Broadridge Financial Solutions (BR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadridge Financial Solutions (BR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +12,543 | Add 142.39% | 21,352 | $223.17 |
| Q3 2025 | +8,809 | New Buy | 8,809 | $238.17 |
| Q1 2023 | -24,822 | Sold Out | 0 | $0.00 |
| Q4 2022 | +24,822 | New Buy | 24,822 | $134.13 |
| Q3 2022 | -36,170 | Sold Out | 0 | $0.00 |
| Q2 2022 | +9,834 | Add 37.34% | 36,170 | $142.55 |
| Q1 2022 | +14,021 | Add 113.85% | 26,336 | $155.72 |
| Q4 2021 | +10,772 | Add 698.12% | 12,315 | $182.79 |
| Q3 2021 | +1,543 | New Buy | 1,543 | $166.56 |
Ray Dalio's Broadridge Financial Solutions Investment FAQs
Ray Dalio first purchased Broadridge Financial Solutions, Inc. (BR) in Q3 2021, acquiring 1,543 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Broadridge Financial Solutions, Inc. (BR) for 9 quarters since Q3 2021.
Ray Dalio's largest addition to Broadridge Financial Solutions, Inc. (BR) was in Q4 2022, adding 24,822 shares worth $3.33 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 21,352 shares of Broadridge Financial Solutions, Inc. (BR), valued at approximately $4.77 M.
As of the Q4 2025 filing, Broadridge Financial Solutions, Inc. (BR) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Broadridge Financial Solutions, Inc. (BR) was 36,170 shares, as reported at the end of Q2 2022.