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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, Q3 2025

Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 30, 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
1,105
+26 vs. Q2 2025
Shares held
105.6M
+870.2K (+0.8%) vs. Q2 2025
Total value
$25.1B
−$290.2M (−1.1%) vs. Q2 2025
New holders
106
376 more added
Sold out
80
395 more reduced

19 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 1,105 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 heldQ3 2025: $25.1B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2025.

Institutions holding BR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$2380.00%−1−50.0%Reduced
Ancora Advisors, LLC1$2380.00%00.0%Unchanged
NVWM, LLC1$2380.00%00.0%Unchanged
Hurley Capital, LLC1$2380.00%+1New
Davis Capital Management1$2380.00%+1New
Dogwood Wealth Management LLC1$2390.00%00.0%Unchanged
American Capital Advisory, LLC1$2390.00%+1New
Sound Income Strategies, LLC2$4680.00%00.0%Unchanged
UMA Financial Services, Inc.2$4770.00%00.0%Unchanged
Avalon Trust Co2$4770.00%+2New
Breakwater Investment Management2$4770.00%+2New
Seneschal Advisors, LLC2$4770.00%+2New
DecisionPoint Financial, LLC3$7040.00%00.0%Unchanged
HFM Investment Advisors, LLC4$9530.00%−1−20.0%Reduced
Texas Capital Bancshares Inc4$9530.00%+4New
Millstone Evans Group, LLC4$9530.00%+4New
Winnow Wealth LLC4$9560.00%+4New
TFC Financial Management5$1.19K0.00%00.0%Unchanged
Financial Consulate, Inc5$1.19K0.00%+5New
Hughes Financial Services, LLC6$1.34K0.00%−2−25.0%Reduced
Clark Wealth Partners6$1.34K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$1.43K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$1.43K0.00%00.0%Unchanged
Activest Wealth Management6$1.43K0.00%+2+50.0%Added
Aspect Partners, LLC6$1.43K0.00%+6New
Rialto Wealth Management, LLC6$1.43K0.00%+1+20.0%Added
Corsicana & Co.8$1.91K0.00%+8New
SJS Investment Consulting Inc.8$1.91K0.00%00.0%Unchanged
Maseco LLP8$1.91K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$1.91K0.00%+2+33.3%Added
Dunhill Financial, LLC9$2.17K0.00%00.0%Unchanged
Pacifica Partners Inc.11$2.58K0.00%+1+10.0%Added
Addison Advisors LLC11$2.62K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$2.62K0.00%00.0%Unchanged
Golden State Wealth Management, LLC11$2.62K0.00%+11New
Red Tortoise LLC12$2.86K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$3.10K0.00%00.0%Unchanged
Tortoise Investment Management, LLC14$3.33K0.00%+3+27.3%Added
Kilter Group LLC15$3.57K0.00%−1−6.3%Reduced
Grove Bank & Trust15$3.57K0.00%00.0%Unchanged
Marquette Asset Management, LLC15$3.57K0.00%+15New
LRI Investments, LLC16$3.81K0.00%00.0%Unchanged
Gables Capital Management Inc.17$4.05K0.00%00.0%Unchanged
Proffitt & Goodson Inc17$4.05K0.00%+17New
McIlrath & Eck, LLC18$4.29K0.00%00.0%Unchanged
Imprint Wealth LLC18$4.29K0.01%+18New
Abound Wealth Management18$4.29K0.00%00.0%Unchanged
ZRC Wealth Management, LLC18$4.29K0.00%+18New
DiNuzzo Private Wealth, Inc.17$4.35K0.00%00.0%Unchanged
Johnson Financial Group, Inc.19$4.54K0.00%+19New
Meeder Asset Management Inc20$4.76K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.20$4.76K0.00%00.0%Unchanged
Cloud Capital Management, LLC22$5.00K0.00%+22New
Hollencrest Capital Management21$5.00K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC22$5.26K0.00%00.0%Unchanged
LGT Financial Advisors LLC22$5.28K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.25$5.95K0.01%−90−78.3%Reduced
Brown, Lisle/Cummings, Inc.25$5.95K0.00%00.0%Unchanged
Howard Hughes Medical Institute25$5.95K0.00%00.0%Unchanged
TruNorth Capital Management, LLC25$5.95K0.00%+25New
Avion Wealth26$6.00K0.00%−4−13.3%Reduced
Sachetta, LLC28$6.67K0.00%00.0%Unchanged
Bare Financial Services, Inc29$6.91K0.00%−5−14.7%Reduced
DAGCO, Inc.29$6.91K0.00%00.0%Unchanged
Arlington Trust Co LLC30$7.14K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$7.15K0.00%00.0%Unchanged
Horizon Financial Services, LLC32$7.62K0.00%+22+220.0%Added
JPL Wealth Management, LLC35$8.34K0.00%+35New
Creative Financial Designs Inc36$8.57K0.00%−21−36.8%Reduced
CBIZ Investment Advisory Services, LLC36$8.61K0.00%+31+620.0%Added
Rational Advisors LLC37$8.81K0.00%+1+2.8%Added
Frazier Financial Advisors, LLC38$9.05K0.01%00.0%Unchanged
North Star Investment Management Corp.39$9.29K0.00%00.0%Unchanged
Ameriflex Group, Inc.40$9.53K0.00%+40New
Bell Investment Advisors, Inc43$10.2K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$10.7K0.01%−13−22.4%Reduced
Glass Jacobson Investment Advisors llc45$10.7K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC48$11.5K0.00%+1+2.1%Added
West Branch Capital LLC50$11.9K0.00%00.0%Unchanged
Aventura Private Wealth, LLC51$12.1K0.00%+51New
Hallmark Capital Management Inc52$12.4K0.00%00.0%Unchanged
Investors Research Corp52$12.4K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$12.6K0.00%00.0%Unchanged
Rise Advisors, LLC54$12.9K0.00%00.0%Unchanged
First United Bank Trust60$14.3K0.00%00.0%Unchanged
Coston, McIsaac & Partners64$15.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC71$15.7K0.00%+27+61.4%Added
MTM Investment Management, LLC66$15.7K0.00%00.0%Unchanged
CGC Financial Services, LLC69$16.4K0.00%+69New
Private Wealth Management Group, LLC69$16.5K0.00%00.0%Unchanged
Graney & King, LLC70$16.7K0.01%00.0%Unchanged
S&T Bank73$17.4K0.00%00.0%Unchanged
Tower Trust & Investment Co78$18.6K0.01%00.0%Unchanged
Westfuller Advisors, LLC80$19.0K0.01%+80New
WPG Advisers, LLC80$19.1K0.01%−13−14.0%Reduced
Farmers & Merchants Investments Inc80$19.1K0.00%00.0%Unchanged
Wealth Watch Advisors, INC81$19.3K0.01%+81New
Essential Partners LLC82$19.5K0.01%−1−1.2%Reduced
Capital Analysts, LLC88$21.0K0.00%00.0%Unchanged
Sunbelt Securities, Inc.91$21.6K0.00%+9+11.0%Added