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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.

Q3 2025 vs. Q2 2025

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of BR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,098191,105+26
Shares105.4M659.2K105.6M+870.2K (+0.8%)
Value$25.5B$160.2M$25.1B−$290.2M (−1.1%)

19 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 106 by value.

Institutions new to BR in Q3 2025
InstitutionSharesValue% of portfolio
Junto Capital Management LP271,872$64.8M1.36%
AXA Investment Managers S.A.144,935$34.5M0.09%
Credit Agricole S A100,283$23.9M0.08%
Jane Street Group, LLC88,400$21.1M0.02%
Rakuten Investment Management, Inc.174,812$17.0M0.07%
Jacobs Levy Equity Management, Inc63,908$15.2M0.06%
Twinbeech Capital LP53,346$12.7M0.50%
Renaissance Technologies LLC52,800$12.6M0.02%
Gillson Capital LP49,810$11.9M1.03%
EULAV Asset Management30,000$7.15M0.17%
Susquehanna Portfolio Strategies, LLC26,269$6.26M0.10%
Ilmarinen Mutual Pension Insurance Co19,500$4.64M0.03%
CIBC Bancorp USA Inc.16,171$3.85M0.02%
Campbell & CO Investment Adviser LLC15,163$3.61M0.27%
Kepler Cheuvreux (Suisse) SA14,347$3.42M0.18%
Pittenger & Anderson Inc14,245$3.39M0.12%
ICICI Prudential Asset Management Co Ltd13,450$3.20M0.34%
Occudo Quantitative Strategies LP13,426$3.20M0.39%
Lecap Asset Management Ltd11,357$2.70M0.94%
Bridgewater Associates, LP8,809$2.10M0.01%
Valley National Advisers Inc8,719$2.08M0.32%
CAPROCK Group, Inc.7,301$1.87M0.05%
Sumitomo Life Insurance Co5,391$1.28M0.04%
Orser Capital Management, LLC5,088$1.21M0.67%
Advocacy Wealth Management Services, LLC4,766$1.14M0.05%
Marshall Wace, LLP4,613$1.10M0.00%
Picton Mahoney Asset Management4,383$1.04M0.01%
111 Capital4,361$1.04M0.20%
Allstate Corp4,323$1.03M0.02%
Aware Super Pty Ltd as trustee of Aware Super4,320$1.03M0.01%
R Squared Ltd4,300$1.02M0.44%
Nomura Holdings Inc3,944$939.3K0.00%
Fieldview Capital Management, LLC3,823$910.5K0.15%
Inceptionr LLC3,818$909.3K0.22%
Qsemble Capital Management, LP3,473$827.2K0.08%
Aaron Wealth Advisors3,118$742.6K0.04%
Blueshift Asset Management, LLC3,039$723.8K0.22%
Morningstar Investment Management LLC2,902$691.0K0.03%
Catalytic Wealth RIA, LLC2,342$557.8K0.02%
Maridea Wealth Management LLC2,272$524.1K0.08%
Bryce Point Capital, LLC2,162$514.9K0.63%
Baker Ellis Asset Management LLC2,131$507.5K0.06%
LBMC Investment Advisors, LLC1,767$420.8K0.03%
Journey Strategic Wealth LLC1,635$389.4K0.01%
Baader Bank INC1,624$386.4K0.03%
Tema ETFs LLC1,563$372.3K0.03%
LaSalle St. Investment Advisors, LLC1,391$331.0K0.06%
Kathmere Capital Management, LLC1,372$326.8K0.02%
TCG Advisory Services, LLC1,361$324.1K0.01%
Counterpoint Mutual Funds LLC1,314$313.0K0.02%
Stevens Capital Management LP1,266$302.0K0.04%
Gateway Investment Advisers LLC1,208$287.8K0.00%
Norris Perne & French LLP1,200$285.8K0.02%
Arrow Investment Advisors, LLC1,155$275.1K0.30%
Eubel Brady & Suttman Asset Management Inc1,119$267.0K0.03%
Camden Capital, LLC1,090$259.6K0.02%
Rede Wealth, LLC1,063$254.1K0.20%
Daymark Wealth Partners, LLC1,066$253.9K0.01%
Meiji Yasuda Life Insurance Co981$233.6K0.01%
Advisors Preferred, LLC992$232.7K0.03%
Childress Capital Advisors, LLC969$230.8K0.04%
PharVision Advisers, LLC959$228.4K0.13%
Bill Few Associates, Inc.956$227.7K0.06%
Mitchell Capital Management Co928$221.0K0.04%
First National Bank of Hutchinson928$221.0K0.12%
Meiji Yasuda Asset Management Co Ltd.924$220.1K0.01%
Freestone Grove Partners LP888$211.5K0.00%
Steinberganna Wealth Management880$209.6K0.10%
Sageworth Trust Co879$209.4K0.01%
von Borstel & Associates, Inc.930$207.0K0.03%
Two Sigma Securities, LLC868$206.7K0.03%
Cresset Asset Management, LLC845$202.0K0.00%
Steigerwald, Gordon & Koch Inc.661$157.4K0.02%
PEAK6 LLC574$136.8K0.00%
Quent Capital, LLC549$130.8K0.01%
Measured Wealth Private Client Group, LLC324$77.2K0.02%
Root Financial Partners, LLC239$57.0K0.00%
Crewe Advisors LLC134$31.9K0.00%
Guerra Advisors Inc120$28.6K0.01%
First Horizon Corp106$25.2K0.00%
Wealth Watch Advisors, INC81$19.3K0.01%
Westfuller Advisors, LLC80$19.0K0.01%
CGC Financial Services, LLC69$16.4K0.00%
Aventura Private Wealth, LLC51$12.1K0.00%
Ameriflex Group, Inc.40$9.53K0.00%
JPL Wealth Management, LLC35$8.34K0.00%
TruNorth Capital Management, LLC25$5.95K0.00%
Cloud Capital Management, LLC22$5.00K0.00%
Johnson Financial Group, Inc.19$4.54K0.00%
ZRC Wealth Management, LLC18$4.29K0.00%
Imprint Wealth LLC18$4.29K0.01%
Proffitt & Goodson Inc17$4.05K0.00%
Marquette Asset Management, LLC15$3.57K0.00%
Golden State Wealth Management, LLC11$2.62K0.00%
Corsicana & Co.8$1.91K0.00%
Aspect Partners, LLC6$1.43K0.00%
Financial Consulate, Inc5$1.19K0.00%
Winnow Wealth LLC4$9560.00%
Texas Capital Bancshares Inc4$9530.00%
Millstone Evans Group, LLC4$9530.00%

Sold out (80)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of BR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
AXA S.A.138,166$33.6M
Caisse de Depot Et Placement du Quebec85,056$20.7M
Waratah Capital Advisors Ltd.79,692$19.4M
Worldquant Millennium Advisors LLC55,527$13.5M
TrimTabs Asset Management, LLC52,935$12.9M
Diamond Hill Capital Management Inc25,727$6.25M
Capital Group Private Client Services, Inc.12,254$2.98M
Trexquant Investment LP11,966$2.91M
Element Squared LLC8,053$1.96M
Hilton Capital Management, LLC6,594$1.60M
Henshaw Capital LLC6,257$1.52M
EntryPoint Capital, LLC6,049$1.47M
Achmea Investment Management B.V.5,880$1.43M
Board of the Pension Protection Fund5,700$1.39M
FORA Capital, LLC4,832$1.17M
Capital International Inc4,348$1.06M
Prana Capital Management, LP4,165$1.01M
Voloridge Investment Management, LLC4,119$1.00M
PDT Partners, LLC3,416$830.2K
Davy Global Fund Management Ltd3,190$775.3K
V-Square Quantitative Management LLC2,967$721.1K
Aster Capital Management (DIFC) Ltd2,882$700.4K
Grantham, Mayo, Van Otterloo & Co. LLC2,840$690.2K
Caxton Associates LLP2,806$681.9K
OmniStar Financial Group, Inc.2,673$649.6K
Algert Global LLC2,200$534.7K
Bayforest Capital Ltd2,069$502.8K
Vivaldi Capital Management, LLC1,714$416.6K
American National Bank1,676$407.3K
Caliber Wealth Management, LLC1,487$361.5K
Buckingham Strategic Partners1,313$318.9K
Jaffetilchin Investment Partners, LLC1,309$318.1K
Net Worth Advisory Group1,301$316.1K
Eqis Capital Management, Inc.1,211$294.3K
Petrus Trust Company, LTA1,180$286.8K
Walleye Trading LLC1,179$286.5K
MBB Public Markets I LLC1,148$279.0K
LMR Partners LLP1,142$277.5K
Stanley-Laman Group, Ltd.1,082$263.0K
Gallacher Capital Management LLC1,043$253.5K
Clarius Group, LLC1,034$251.3K
PDS Planning, Inc1,025$249.0K
Cushing Capital Partners, LLC999$243.8K
Cadent Capital Advisors, LLC977$237.4K
Procyon Private Wealth Partners, LLC946$229.9K
Tairen Capital Ltd925$224.8K
Up Strategic Wealth Investment Advisors LLC921$223.8K
AlphaCore Capital LLC894$218.0K
Independent Financial Group, LLC885$215.1K
First Affirmative Financial Network883$214.6K
VisionPoint Advisory Group, LLC875$212.7K
Wallace Advisory Group, LLC859$208.3K
Old National Bancorp835$202.9K
Forum Financial Management, LP833$202.4K
Clarity Wealth Advisors, LLC824$200.3K
Diversified Trust Co824$200.3K
Kestra Investment Management, LLC620$150.3K
Opal Wealth Advisors, LLC319$77.5K
Intact Investment Management Inc.300$72.9K
HighMark Wealth Management LLC248$60.3K
NewSquare Capital LLC108$26.2K
Atticus Wealth Management, LLC90$21.9K
Twin Peaks Wealth Advisors, LLC75$19.7K
Sierra Ocean, LLC59$14.4K
BOK Financial Private Wealth, Inc.44$10.7K
Park Square Financial Group, LLC28$6.80K
Creative Capital Management Investments LLC20$4.86K
WealthTrak Capital Management LLC13$3.16K
Missouri Trust & Investment Co11$2.67K
YANKCOM Partnership8$1.94K
HHM Wealth Advisors, LLC7$1.70K
Total Investment Management Inc6$1.46K
Transce3nd, LLC6$1.46K
Stephens Consulting, LLC5$1.22K
Whipplewood Advisors, LLC5$1.22K
Riggs Asset Managment Co. Inc.4$973
GFG Capital, LLC3$729
Mowery & Schoenfeld Wealth Management, LLC1$244
Bellwether Advisors, LLC1$243
Kozak & Associates, Inc.0$22

Not filed for Q3 2025 yet (19)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank509,451$123.8M
Congress Wealth Management LLC81,531$19.8M
CHB Investment Group, LLC15,672$3.81M
CIBC World Markets Corp14,762$3.59M
Avantax Advisory Services, Inc.10,620$2.58M
EP Wealth Advisors, LLC6,757$1.64M
Scott Marsh Financial, LLC5,948$1.45M
Montag & Caldwell, LLC4,730$1.15M
SRN Advisors, LLC3,538$859.8K
Graypoint LLC1,298$315.5K
Safe Harbor Fiduciary, LLC1,264$307.2K
Enterprise Bank & Trust Co1,201$291.9K
Atria Wealth Solutions, Inc.942$229.8K
First Horizon Advisors, Inc.823$200.0K
Union Savings Bank620$153.5K
PrairieView Partners, LLC49$11.0K
Talon Private Wealth, LLC16$3.89K
Iron Horse Wealth Management, LLC13$3.16K
Parkworth Wealth Management, Inc.4$972