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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 1,112 | $261.4K | 0.03% | +54+5.1% | Added |
| Texas Bank & Trust Co | 1,100 | $262.0K | 0.10% | 00.0% | Unchanged |
| Key Financial Inc | 1,117 | $262.0K | 0.05% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,102 | $262.4K | 0.08% | +4+0.4% | Added |
| Hudson Capital Management LLC | 1,104 | $262.9K | 0.07% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 1,130 | $264.1K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,116 | $265.8K | 0.01% | −39−3.4% | Reduced |
| Davies Financial Advisors, Inc. | 1,119 | $266.5K | 0.22% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,119 | $267.0K | 0.03% | +1,119 | New |
| Astoria Portfolio Advisors LLC. | 1,137 | $269.0K | 0.07% | +62+5.8% | Added |
| Park National Corp | 1,132 | $269.6K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,142 | $272.0K | 0.01% | −204−15.2% | Reduced |
| Hanson & Doremus Investment Management | 1,150 | $274.0K | 0.03% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 1,152 | $274.5K | 0.14% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,153 | $274.6K | 0.10% | −1−0.1% | Reduced |
| Cigna Investments Inc | 1,154 | $275.0K | 0.04% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 1,155 | $275.1K | 0.30% | +1,155 | New |
| Choate Investment Advisors | 1,158 | $275.8K | 0.01% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,164 | $277.2K | 0.49% | +37+3.3% | Added |
| Moody Aldrich Partners LLC | 1,166 | $277.7K | 0.05% | −5−0.4% | Reduced |
| Crestwood Advisors Group LLC | 1,183 | $281.8K | 0.00% | +302+34.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,184 | $282.0K | 0.56% | −14,339−92.4% | Reduced |
| 1858 Wealth Management, LLC | 1,185 | $282.2K | 0.20% | −431−26.7% | Reduced |
| Stephens Inc | 1,187 | $282.7K | 0.00% | +7+0.6% | Added |
| Harvey Investment Co LLC | 1,188 | $283.0K | 0.03% | −50−4.0% | Reduced |
| Equitable Trust Co | 1,189 | $283.2K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,197 | $285.2K | 0.00% | −1,058−46.9% | Reduced |
| Grove Street Fiduciary, LLC | 1,199 | $285.6K | 0.14% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,200 | $285.8K | 0.16% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,200 | $285.8K | 0.02% | +1,200 | New |
| Greykasell Wealth Strategies, Inc. | 1,205 | $287.0K | 0.12% | 00.0% | Unchanged |
| Courier Capital LLC | 1,205 | $287.0K | 0.02% | +66+5.8% | Added |
| Gateway Investment Advisers LLC | 1,208 | $287.8K | 0.00% | +1,208 | New |
| Smartleaf Asset Management LLC | 1,213 | $288.3K | 0.02% | +619+104.2% | Added |
| Nilsine Partners, LLC | 1,218 | $290.1K | 0.03% | +28+2.4% | Added |
| Petros Family Wealth, LLC | 1,222 | $291.0K | 0.24% | +3+0.2% | Added |
| Skopos Labs, Inc. | 1,233 | $295.0K | 0.04% | −48−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,241 | $295.4K | 0.03% | −9−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,261 | $300.3K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,266 | $302.0K | 0.04% | +1,266 | New |
| Advisor OS, LLC | 1,272 | $303.1K | 0.03% | +24+1.9% | Added |
| Quotient Wealth Partners, LLC | 1,275 | $303.7K | 0.01% | −180−12.4% | Reduced |
| D.A. Davidson & Co. | 1,284 | $305.8K | 0.00% | +232+22.1% | Added |
| Ronald Blue Trust, Inc. | 1,286 | $306.2K | 0.00% | +50+4.0% | Added |
| Washington Trust Advisors, Inc. | 1,286 | $306.3K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,288 | $306.8K | 0.01% | −180−12.3% | Reduced |
| Massmutual Trust Co FSB | 1,296 | $308.7K | 0.01% | +186+16.8% | Added |
| Penobscot Investment Management Company, Inc. | 1,299 | $309.4K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,301 | $309.8K | 0.01% | +4+0.3% | Added |
| Global Retirement Partners, LLC | 1,306 | $311.0K | 0.01% | −602−31.6% | Reduced |
| Ascent Wealth Partners, LLC | 1,311 | $312.2K | 0.04% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,314 | $313.0K | 0.02% | +1,314 | New |
| Resources Management Corp | 1,325 | $316.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,332 | $317.3K | 0.01% | −46−3.3% | Reduced |
| QSV Equity Investors LLC | 1,339 | $318.9K | 0.33% | −29−2.1% | Reduced |
| Inscription Capital, LLC | 1,355 | $322.7K | 0.03% | +326+31.7% | Added |
| Ewa, LLC | 1,358 | $323.4K | 0.09% | +15+1.1% | Added |
| Atlas Brown,Inc. | 1,359 | $323.7K | 0.10% | +1+0.1% | Added |
| TCG Advisory Services, LLC | 1,361 | $324.1K | 0.01% | +1,361 | New |
| Apella Capital, LLC | 1,441 | $326.2K | 0.01% | −37−2.5% | Reduced |
| Kathmere Capital Management, LLC | 1,372 | $326.8K | 0.02% | +1,372 | New |
| Fulton Bank, N.A. | 1,374 | $327.2K | 0.01% | −1,473−51.7% | Reduced |
| Atwater Malick LLC | 1,386 | $330.1K | 0.10% | −49−3.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,391 | $331.0K | 0.06% | +1,391 | New |
| Foundations Investment Advisors, LLC | 1,401 | $333.6K | 0.00% | +137+10.8% | Added |
| Clark Financial Services Group Inc | 1,403 | $334.2K | 0.18% | +219+18.5% | Added |
| MBE Wealth Management, LLC | 1,406 | $334.8K | 0.14% | −159−10.2% | Reduced |
| Radnor Capital Management, LLC | 1,407 | $335.1K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,429 | $340.3K | 0.01% | −4−0.3% | Reduced |
| Traphagen Investment Advisors LLC | 1,431 | $340.8K | 0.03% | −13−0.9% | Reduced |
| AE Wealth Management LLC | 1,444 | $344.0K | 0.00% | −41−2.8% | Reduced |
| Advisory Alpha, LLC | 1,474 | $344.6K | 0.01% | +262+21.6% | Added |
| Ipswich Investment Management Co., Inc. | 1,465 | $348.9K | 0.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,479 | $352.3K | 0.00% | −12,008−89.0% | Reduced |
| Stonehearth Capital Management, LLC | 1,480 | $352.5K | 0.14% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,492 | $355.4K | 0.02% | +355+31.2% | Added |
| Anchor Investment Management, LLC | 1,500 | $357.3K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,500 | $357.3K | 0.05% | +41+2.8% | Added |
| Shore Point Advisors, LLC | 1,504 | $358.2K | 0.16% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,504 | $358.3K | 0.15% | −96−6.0% | Reduced |
| Belpointe Asset Management LLC | 1,504 | $358.4K | 0.01% | −313−17.2% | Reduced |
| National Asset Management, Inc. | 1,518 | $361.6K | 0.02% | −233−13.3% | Reduced |
| BSW Wealth Partners | 1,531 | $364.7K | 0.05% | +125+8.9% | Added |
| Marietta Investment Partners LLC | 1,534 | $365.4K | 0.07% | −50−3.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,547 | $368.5K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,550 | $369.2K | 0.01% | −2,939−65.5% | Reduced |
| Union Bancaire Privee, UBP SA | 1,571 | $370.8K | 0.01% | +134+9.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,557 | $370.8K | 0.01% | −18−1.1% | Reduced |
| Washington Trust Bank | 1,560 | $371.5K | 0.03% | 00.0% | Unchanged |
| Tema ETFs LLC | 1,563 | $372.3K | 0.03% | +1,563 | New |
| Campion Asset Management LLC | 1,565 | $372.7K | 0.26% | 00.0% | Unchanged |
| Private Trust Co NA | 1,577 | $375.6K | 0.03% | +21+1.3% | Added |
| Fisher Asset Management, LLC | 1,587 | $378.2K | 0.00% | +307+24.0% | Added |
| We Are One Seven, LLC | 1,598 | $380.6K | 0.01% | −508−24.1% | Reduced |
| Hall Laurie J Trustee | 1,600 | $381.1K | 0.12% | −100−5.9% | Reduced |
| Arcadia Investment Management Corp | 1,600 | $381.1K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,605 | $382.3K | 0.03% | +13+0.8% | Added |
| Martingale Asset Management L P | 1,606 | $382.5K | 0.01% | −84−5.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,608 | $383.0K | 0.00% | +61+3.9% | Added |
| Walleye Capital LLC | 1,612 | $383.9K | 0.00% | +577+55.7% | Added |