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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 3,690,705 | $879.0M | 0.28% | +3,224,891+692.3% | Added |
| Morgan Stanley | 4,504,533 | $1.07B | 0.06% | −556,402−11.0% | Reduced |
| State Street Corp | 5,619,142 | $1.34B | 0.05% | −23,012−0.4% | Reduced |
| BlackRock, Inc. | 10,407,841 | $2.48B | 0.04% | −100,806−1.0% | Reduced |
| Vanguard Group Inc | 15,296,040 | $3.64B | 0.05% | +264,620+1.8% | Added |
| AXA S.A. | 0 | $0 | 0.00% | −138,166−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −85,056−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −79,692−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −55,527−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −52,935−100.0% | Sold out |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −25,727−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −12,254−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,966−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −8,053−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −6,594−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −6,257−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Cushing Capital Partners, LLC | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Up Strategic Wealth Investment Advisors LLC | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Clarity Wealth Advisors, LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| CHB Investment Group, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Scott Marsh Financial, LLC | – | – | – | – | Not filed |
| Montag & Caldwell, LLC | – | – | – | – | Not filed |
| SRN Advisors, LLC | – | – | – | – | Not filed |
| Graypoint LLC | – | – | – | – | Not filed |
| Safe Harbor Fiduciary, LLC | – | – | – | – | Not filed |
| Enterprise Bank & Trust Co | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Union Savings Bank | – | – | – | – | Not filed |