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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 574 | $136.8K | 0.00% | +574 | New |
| Kennebec Savings Bank | 600 | $142.9K | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 644 | $153.0K | 0.00% | +7+1.1% | Added |
| Cary Street Partners Financial LLC | 649 | $154.6K | 0.00% | +28+4.5% | Added |
| S.A. Mason LLC | 650 | $154.8K | 0.07% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 661 | $157.4K | 0.02% | +661 | New |
| Whittier Trust Co of Nevada Inc | 708 | $166.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 755 | $179.8K | 0.02% | −7−0.9% | Reduced |
| MCF Advisors LLC | 754 | $179.8K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 760 | $181.1K | 0.08% | −5,883−88.6% | Reduced |
| Toth Financial Advisory Corp | 770 | $183.4K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 774 | $184.4K | 0.07% | −81−9.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $187.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 803 | $192.0K | 0.00% | +251+45.5% | Added |
| Sterling Capital Management LLC | 820 | $195.3K | 0.00% | −32−3.8% | Reduced |
| Hamilton Capital Partners Inc. | 829 | $197.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 831 | $197.9K | 0.05% | −577−41.0% | Reduced |
| Larson Financial Group LLC | 844 | $201.1K | 0.01% | −23−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 844 | $201.2K | 0.01% | +14+1.7% | Added |
| Cresset Asset Management, LLC | 845 | $202.0K | 0.00% | +845 | New |
| Prosperity Consulting Group, LLC | 854 | $203.4K | 0.01% | −40−4.5% | Reduced |
| Essex Savings Bank | 855 | $203.6K | 0.05% | +1+0.1% | Added |
| Souders Financial Advisors | 856 | $203.9K | 0.02% | +18+2.1% | Added |
| Bokf, NA | 860 | $204.8K | 0.00% | −202−19.0% | Reduced |
| Keystone Financial Services | 863 | $205.5K | 0.06% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 865 | $206.0K | 0.08% | −355−29.1% | Reduced |
| Enterprise Financial Services Corp | 866 | $206.3K | 0.11% | −2−0.2% | Reduced |
| GTS Securities LLC | 868 | $206.7K | 0.01% | −177−16.9% | Reduced |
| Two Sigma Securities, LLC | 868 | $206.7K | 0.03% | +868 | New |
| von Borstel & Associates, Inc. | 930 | $207.0K | 0.03% | +930 | New |
| Westover Capital Advisors, LLC | 875 | $208.4K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 875 | $208.4K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 877 | $209.0K | 0.07% | +19+2.2% | Added |
| Versant Capital Management, Inc | 879 | $209.4K | 0.03% | +14+1.6% | Added |
| Sageworth Trust Co | 879 | $209.4K | 0.01% | +879 | New |
| Strategic Blueprint, LLC | 880 | $209.5K | 0.01% | +47+5.6% | Added |
| Personal Cfo Solutions, LLC | 880 | $209.6K | 0.04% | −13−1.5% | Reduced |
| Steinberganna Wealth Management | 880 | $209.6K | 0.10% | +880 | New |
| Edmond de Rothschild Holding S.A. | 882 | $210.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 887 | $211.3K | 0.02% | +198+28.7% | Added |
| Freestone Grove Partners LP | 888 | $211.5K | 0.00% | +888 | New |
| Trust Co of the South | 895 | $213.2K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 900 | $214.4K | 0.02% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 905 | $215.5K | 0.06% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,081 | $219.1K | 0.00% | +656+154.4% | Added |
| GeoWealth Management, LLC | 923 | $220.0K | 0.01% | +473+105.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 924 | $220.1K | 0.01% | +924 | New |
| Patton Fund Management, Inc. | 925 | $220.3K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 928 | $221.0K | 0.00% | −132−12.5% | Reduced |
| Mitchell Capital Management Co | 928 | $221.0K | 0.04% | +928 | New |
| First National Bank of Hutchinson | 928 | $221.0K | 0.12% | +928 | New |
| Trinity Financial Advisors LLC | 925 | $221.2K | 0.06% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 930 | $221.5K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 936 | $222.9K | 0.03% | +1+0.1% | Added |
| Wayfinding Financial, LLC | 937 | $224.0K | 0.10% | −10−1.1% | Reduced |
| Fragasso Group Inc. | 961 | $225.6K | 0.01% | −3−0.3% | Reduced |
| RDA Financial Network | 949 | $226.1K | 0.06% | −23−2.4% | Reduced |
| Bill Few Associates, Inc. | 956 | $227.7K | 0.06% | +956 | New |
| Colonial Trust Co | 958 | $228.2K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 959 | $228.4K | 0.13% | +959 | New |
| Pegasus Asset Management, Inc. | 968 | $230.5K | 0.07% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 969 | $230.8K | 0.04% | +969 | New |
| David Loasby | 976 | $231.2K | 0.02% | −10−1.0% | Reduced |
| Aull & Monroe Investment Management Corp | 976 | $232.5K | 0.12% | −50−4.9% | Reduced |
| Advisors Preferred, LLC | 992 | $232.7K | 0.03% | +992 | New |
| USA Financial Portformulas Corp | 979 | $233.2K | 0.04% | −47−4.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 981 | $233.6K | 0.01% | +981 | New |
| SeaCrest Wealth Management, LLC | 990 | $234.2K | 0.02% | −55−5.3% | Reduced |
| Umb Bank N A | 985 | $234.6K | 0.00% | +82+9.1% | Added |
| Jacobsen Capital Management | 998 | $237.7K | 0.08% | −17−1.7% | Reduced |
| Cross Staff Investments Inc | 1,000 | $238.2K | 0.17% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $238.2K | 0.05% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $238.2K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,004 | $239.6K | 0.00% | +10+1.0% | Added |
| Somerville Kurt F | 1,006 | $239.6K | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,010 | $240.6K | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,012 | $241.2K | 0.08% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,022 | $243.4K | 0.39% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,019 | $243.7K | 0.02% | −127−11.1% | Reduced |
| Advyzon Investment Management, LLC | 1,026 | $244.3K | 0.04% | +96+10.3% | Added |
| Ascent Group, LLC | 1,035 | $246.5K | 0.01% | −111−9.7% | Reduced |
| London Co of Virginia | 1,043 | $248.4K | 0.00% | −103,627−99.0% | Reduced |
| Fullcircle Wealth LLC | 1,122 | $250.0K | 0.09% | +30+2.7% | Added |
| Mayflower Financial Advisors, LLC | 1,050 | $250.1K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,052 | $250.5K | 0.05% | +126+13.6% | Added |
| Pavion Blue Capital, LLC | 1,053 | $250.8K | 0.11% | 00.0% | Unchanged |
| First Manhattan Co | 1,050 | $251.1K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,061 | $252.8K | 0.08% | −112−9.5% | Reduced |
| Abn Amro Investment Solutions | 1,062 | $252.9K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 1,063 | $253.2K | 0.01% | +117+12.4% | Added |
| Daymark Wealth Partners, LLC | 1,066 | $253.9K | 0.01% | +1,066 | New |
| Eagle Bay Advisors LLC | 1,063 | $254.1K | 0.20% | −541−33.7% | Reduced |
| Rede Wealth, LLC | 1,063 | $254.1K | 0.20% | +1,063 | New |
| Parallel Advisors, LLC | 1,067 | $254.3K | 0.00% | +31+3.0% | Added |
| Aprio Wealth Management, LLC | 1,070 | $254.9K | 0.03% | −23−2.1% | Reduced |
| Capital Investment Counsel, Inc | 1,077 | $256.6K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,082 | $258.7K | 0.01% | −19−1.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,087 | $258.9K | 0.01% | −1−0.1% | Reduced |
| Camden Capital, LLC | 1,090 | $259.6K | 0.02% | +1,090 | New |
| Jump Financial, LLC | 1,095 | $260.8K | 0.00% | −5,532−83.5% | Reduced |