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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 93 | $22.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 96 | $22.9K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 99 | $23.6K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $23.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $23.8K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $23.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 106 | $25.2K | 0.00% | +106 | New |
| Oakworth Capital, Inc. | 109 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $26.4K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 113 | $27.0K | 0.00% | −33−22.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 115 | $27.3K | 0.00% | +53+85.5% | Added |
| Groupe la Francaise | 115 | $27.4K | 0.00% | −22,810−99.5% | Reduced |
| Valued Wealth Advisors LLC | 117 | $28.0K | 0.01% | 00.0% | Unchanged |
| Guerra Advisors Inc | 120 | $28.6K | 0.01% | +120 | New |
| Bogart Wealth, LLC | 123 | $29.3K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 125 | $29.8K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $30.5K | 0.00% | −15−10.5% | Reduced |
| CoreCap Advisors, LLC | 130 | $31.0K | 0.00% | −4−3.0% | Reduced |
| Crewe Advisors LLC | 134 | $31.9K | 0.00% | +134 | New |
| CVA Family Office, LLC | 135 | $32.2K | 0.00% | +9+7.1% | Added |
| Salomon & Ludwin, LLC | 140 | $32.9K | 0.00% | +33+30.8% | Added |
| Evergreen Private Wealth LLC | 141 | $33.6K | 0.01% | +4+2.9% | Added |
| Hemington Wealth Management | 154 | $36.0K | 0.00% | +14+10.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $36.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 157 | $37.0K | 0.01% | +1+0.6% | Added |
| Manchester Capital Management LLC | 158 | $37.6K | 0.01% | −5−3.1% | Reduced |
| Principia Wealth Advisory, LLC | 160 | $38.1K | 0.03% | +157+5,233.3% | Added |
| Caitong International Asset Management Co., Ltd | 162 | $38.6K | 0.03% | +38+30.6% | Added |
| Stuart Chaussee & Associates, Inc. | 163 | $38.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 164 | $39.1K | 0.01% | +9+5.8% | Added |
| Boreal Capital Management LLC | 170 | $40.7K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 174 | $41.5K | 0.01% | +26+17.6% | Added |
| Hazlett, Burt & Watson, Inc. | 175 | $42.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 177 | $42.2K | 0.00% | −2−1.1% | Reduced |
| Stephenson National Bank & Trust | 179 | $42.6K | 0.01% | +18+11.2% | Added |
| Cape Investment Advisory, Inc. | 181 | $43.1K | 0.04% | +5+2.8% | Added |
| ORG Partners LLC | 181 | $43.6K | 0.01% | +66+57.4% | Added |
| Bank of Jackson Hole Trust | 183 | $43.6K | 0.02% | +61+50.0% | Added |
| FSA Wealth Management LLC | 192 | $45.7K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 196 | $46.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 199 | $47.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 200 | $47.6K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 201 | $47.9K | 0.02% | +122+154.4% | Added |
| Bruce G. Allen Investments, LLC | 212 | $50.5K | 0.04% | −4−1.9% | Reduced |
| Truvestments Capital LLC | 214 | $50.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 215 | $51.2K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 215 | $51.2K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 219 | $52.2K | 0.01% | −10−4.4% | Reduced |
| Ransom Advisory, Ltd | 224 | $53.4K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $53.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $53.8K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $54.5K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 229 | $54.5K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 239 | $57.0K | 0.00% | +239 | New |
| True Wealth Design, LLC | 241 | $57.4K | 0.02% | +59+32.4% | Added |
| Global X Japan Co., Ltd. | 253 | $60.3K | 0.01% | +70+38.3% | Added |
| Asset Dedication, LLC | 253 | $60.3K | 0.00% | +24+10.5% | Added |
| Trust Co of Vermont | 255 | $60.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 265 | $63.0K | 0.04% | −74−21.8% | Reduced |
| Webster Bank, N. A. | 273 | $65.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 297 | $69.7K | 0.00% | −1,160−79.6% | Reduced |
| Roble, Belko & Company, Inc | 295 | $70.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $70.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $71.5K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $73.8K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 311 | $74.1K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 311 | $74.4K | 0.00% | +11+3.7% | Added |
| Onefund, LLC | 319 | $76.0K | 0.05% | +10+3.2% | Added |
| Measured Wealth Private Client Group, LLC | 324 | $77.2K | 0.02% | +324 | New |
| SBI Securities Co., Ltd. | 331 | $78.8K | 0.00% | +10+3.1% | Added |
| First PREMIER Bank | 330 | $79.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 352 | $83.8K | 0.01% | +2+0.6% | Added |
| Pinnacle Bancorp, Inc. | 354 | $84.3K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 361 | $86.0K | 0.00% | +332+1,144.8% | Added |
| Cromwell Holdings LLC | 360 | $86.1K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 361 | $86.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 364 | $86.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 374 | $89.0K | 0.01% | +292+356.1% | Added |
| St Germain D J Co Inc | 403 | $96.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 414 | $98.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 421 | $100.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 423 | $100.7K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 425 | $101.2K | 0.00% | +35+9.0% | Added |
| Clearstead Advisors, LLC | 425 | $101.2K | 0.00% | −240−36.1% | Reduced |
| Financial Network Wealth Advisors LLC | 427 | $101.7K | 0.11% | +33+8.4% | Added |
| Catalyst Capital Advisors LLC | 434 | $103.4K | 0.00% | −4,281−90.8% | Reduced |
| Trust Co of Toledo NA | 450 | $107.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 462 | $110.0K | 0.04% | +337+269.6% | Added |
| Harbour Investments, Inc. | 476 | $113.4K | 0.00% | −13−2.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 478 | $113.8K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $116.9K | 0.04% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 494 | $117.7K | 0.03% | −12−2.4% | Reduced |
| Broadwater Capital Management LLC | 500 | $119.1K | 0.09% | −121,015−99.6% | Reduced |
| West Oak Capital, LLC | 500 | $119.1K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 516 | $123.0K | 0.07% | +117+29.3% | Added |
| United Community Bank | 518 | $123.4K | 0.04% | +45+9.5% | Added |
| Chilton Capital Management LLC | 529 | $126.0K | 0.00% | −79−13.0% | Reduced |
| Atlantic Trust, LLC | 540 | $128.6K | 0.02% | −10−1.8% | Reduced |
| Quent Capital, LLC | 549 | $130.8K | 0.01% | +549 | New |