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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 35,015 | $8.34M | 1.21% | +1,007+3.0% | Added |
| Northstar Asset Management Inc | 35,029 | $8.34M | 2.17% | +7,741+28.4% | Added |
| Mariner, LLC | 35,518 | $8.46M | 0.01% | −1,811−4.9% | Reduced |
| SG Americas Securities, LLC | 35,579 | $8.47M | 0.03% | +532+1.5% | Added |
| American Money Management, LLC | 36,143 | $8.61M | 1.44% | +505+1.4% | Added |
| Marks Group Wealth Management, Inc | 36,804 | $8.77M | 0.81% | −1,702−4.4% | Reduced |
| Motley Fool Asset Management LLC | 36,885 | $8.78M | 0.36% | −1,714−4.4% | Reduced |
| Swiss Life Asset Management Ltd | 36,887 | $8.79M | 0.05% | −13,918−27.4% | Reduced |
| Kempen Capital Management N.V. | 37,051 | $8.82M | 0.08% | +853+2.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 37,263 | $8.87M | 0.05% | −99−0.3% | Reduced |
| MML Investors Services, LLC | 37,487 | $8.93M | 0.02% | −3,800−9.2% | Reduced |
| Vision Capital Management, Inc. | 37,916 | $9.03M | 1.11% | −714−1.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 38,164 | $9.09M | 0.04% | −2,685−6.6% | Reduced |
| McCollum Christoferson Group LLC | 38,599 | $9.19M | 2.63% | −320−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 38,846 | $9.25M | 0.02% | −158−0.4% | Reduced |
| Crown Oak Advisors, LLC | 38,092 | $9.26M | 4.38% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 39,472 | $9.40M | 0.03% | +3,730+10.4% | Added |
| Lyell Wealth Management, LP | 39,583 | $9.43M | 0.70% | +1,456+3.8% | Added |
| Empowered Funds, LLC | 40,004 | $9.53M | 0.10% | +4,371+12.3% | Added |
| Santa Monica Partners LP | 40,793 | $9.72M | 5.70% | 00.0% | Unchanged |
| Comerica Bank | 41,184 | $9.81M | 0.04% | −2,154−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,534 | $9.89M | 0.02% | −74,517−64.2% | Reduced |
| KLP Kapitalforvaltning AS | 41,400 | $9.89M | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 41,680 | $9.93M | 0.18% | +1,042+2.6% | Added |
| Cetera Investment Advisers | 41,771 | $9.95M | 0.01% | +10,932+35.4% | Added |
| Mattern Capital Management, LLC | 41,854 | $9.97M | 1.17% | −405−1.0% | Reduced |
| Pinebridge Investments, L.P. | 44,080 | $10.5M | 0.08% | −27,777−38.7% | Reduced |
| Nisa Investment Advisors, LLC | 44,020 | $10.5M | 0.04% | +809+1.9% | Added |
| Mn Services Vermogensbeheer B.V. | 44,730 | $10.7M | 0.07% | 00.0% | Unchanged |
| Southernsun Asset Management, LLC | 44,798 | $10.7M | 1.38% | −1,970−4.2% | Reduced |
| Swedbank AB | 44,902 | $10.7M | 0.01% | +2,828+6.7% | Added |
| La Banque Postale Asset Management SA | 44,956 | $10.7M | 0.13% | +362+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 45,362 | $10.8M | 0.06% | +5,206+13.0% | Added |
| Handelsbanken Fonder AB | 46,370 | $11.0M | 0.04% | −743−1.6% | Reduced |
| HighTower Advisors, LLC | 46,797 | $11.1M | 0.01% | −3,000−6.0% | Reduced |
| Integrated Wealth Concepts LLC | 47,061 | $11.2M | 0.10% | +3,272+7.5% | Added |
| Ensign Peak Advisors, Inc | 47,146 | $11.2M | 0.02% | +405+0.9% | Added |
| ProShare Advisors LLC | 47,419 | $11.3M | 0.02% | +4,068+9.4% | Added |
| Schroder Investment Management Group | 48,278 | $11.5M | 0.01% | −666−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 48,851 | $11.6M | 0.01% | −1,930−3.8% | Reduced |
| Citadel Advisors LLC | 49,173 | $11.7M | 0.01% | −620−1.2% | Reduced |
| US Bancorp | 49,361 | $11.8M | 0.01% | −1,210−2.4% | Reduced |
| Gillson Capital LP | 49,810 | $11.9M | 1.03% | +49,810 | New |
| Y-Intercept (Hong Kong) Ltd | 50,317 | $12.0M | 0.29% | +43,494+637.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,842 | $12.1M | 0.10% | +12,700+33.3% | Added |
| Federated Hermes, Inc. | 51,030 | $12.2M | 0.02% | −22,347−30.5% | Reduced |
| Alley Investment Management Company, LLC | 51,472 | $12.3M | 1.42% | +120+0.2% | Added |
| Treasurer of the State of North Carolina | 52,393 | $12.5M | 0.04% | −2,046−3.8% | Reduced |
| First National Bank of Omaha | 52,707 | $12.6M | 0.79% | −9,558−15.4% | Reduced |
| Renaissance Technologies LLC | 52,800 | $12.6M | 0.02% | +52,800 | New |
| Twinbeech Capital LP | 53,346 | $12.7M | 0.50% | +53,346 | New |
| Voya Investment Management LLC | 54,341 | $12.9M | 0.01% | −12,835−19.1% | Reduced |
| Commerce Bank | 54,816 | $13.1M | 0.07% | +280+0.5% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $13.3M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 56,036 | $13.3M | 0.20% | −11,675−17.2% | Reduced |
| GHP Investment Advisors, Inc. | 56,071 | $13.4M | 0.56% | +1,981+3.7% | Added |
| FineMark National Bank & Trust | 57,160 | $13.6M | 0.44% | −290−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 57,228 | $13.6M | 0.53% | −200.0% | Reduced |
| Asset Management One Co.,Ltd. | 57,268 | $13.6M | 0.04% | +2,242+4.1% | Added |
| Washington Trust Co | 57,772 | $13.8M | 0.45% | −295−0.5% | Reduced |
| McRae Capital Management Inc | 57,779 | $13.8M | 2.73% | −850−1.4% | Reduced |
| Advisors Asset Management, Inc. | 59,351 | $14.1M | 0.24% | +812+1.4% | Added |
| Douglas Lane & Associates, LLC | 59,499 | $14.2M | 0.20% | −1,236−2.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 59,776 | $14.2M | 0.04% | −2,267−3.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 61,542 | $14.7M | 3.55% | −9,205−13.0% | Reduced |
| Danske Bank A/S | 62,067 | $14.8M | 0.04% | +4,000+6.9% | Added |
| ING Groep NV | 62,642 | $14.9M | 0.08% | +38,286+157.2% | Added |
| Prudential Financial Inc | 63,567 | $15.1M | 0.02% | −2,812−4.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 63,908 | $15.2M | 0.06% | +63,908 | New |
| Public Employees Retirement System of Ohio | 64,267 | $15.3M | 0.05% | +487+0.8% | Added |
| CIBC Asset Management Inc | 66,539 | $15.8M | 0.05% | +1,911+3.0% | Added |
| Manufacturers Life Insurance Company, The | 67,118 | $16.0M | 0.01% | +734+1.1% | Added |
| Addenda Capital Inc. | 67,152 | $16.0M | 0.47% | +14,942+28.6% | Added |
| Running Oak Capital LLC | 68,587 | $16.4M | 1.84% | −1,299−1.9% | Reduced |
| Motley Fool Wealth Management, LLC | 69,748 | $16.6M | 1.13% | −18,360−20.8% | Reduced |
| SEI Investments Co | 70,329 | $16.8M | 0.02% | +17,393+32.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 70,457 | $16.8M | 0.04% | −6,147−8.0% | Reduced |
| Walter Public Investments Inc. | 70,669 | $16.8M | 2.77% | −15,471−18.0% | Reduced |
| Pictet Asset Management Holding SA | 70,881 | $16.9M | 0.02% | +1,020+1.5% | Added |
| Korea Investment CORP | 71,015 | $16.9M | 0.03% | −38,375−35.1% | Reduced |
| Rakuten Investment Management, Inc. | 174,812 | $17.0M | 0.07% | +174,812 | New |
| Toronto Dominion Bank | 71,671 | $17.1M | 0.03% | +24,034+50.5% | Added |
| State of Wisconsin Investment Board | 72,449 | $17.3M | 0.04% | +3,006+4.3% | Added |
| Forsta Ap-Fonden | 77,800 | $18.5M | 0.11% | +4,300+5.9% | Added |
| National Bank of Canada | 78,805 | $18.8M | 0.02% | −9,624−10.9% | Reduced |
| Teacher Retirement System of Texas | 79,121 | $18.8M | 0.08% | −24,269−23.5% | Reduced |
| Congress Asset Management Co | 80,734 | $19.2M | 0.13% | −1,138−1.4% | Reduced |
| Nicholas Company, Inc. | 81,509 | $19.4M | 0.33% | −150.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 82,600 | $19.7M | 0.03% | +30,000+57.0% | Added |
| Toroso Investments, LLC | 83,524 | $19.9M | 0.08% | +72,079+629.8% | Added |
| Truist Financial Corp | 86,038 | $20.5M | 0.03% | −612−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 87,207 | $20.8M | 0.08% | +18,154+26.3% | Added |
| Jane Street Group, LLC | 88,400 | $21.1M | 0.02% | +88,400 | New |
| New York State Teachers Retirement System | 90,108 | $21.5M | 0.04% | −400.0% | Reduced |
| Aviva PLC | 92,900 | $22.1M | 0.04% | +5,463+6.2% | Added |
| Geneva Capital Management LLC | 92,998 | $22.1M | 0.38% | −4,513−4.6% | Reduced |
| Storebrand Asset Management AS | 93,154 | $22.2M | 0.06% | +8,496+10.0% | Added |
| Mackenzie Financial Corp | 94,339 | $22.5M | 0.03% | −66,492−41.3% | Reduced |
| New York State Common Retirement Fund | 94,567 | $22.5M | 0.03% | +12,024+14.6% | Added |
| Gotham Asset Management, LLC | 97,193 | $23.1M | 0.10% | +45,239+87.1% | Added |