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 |
|---|---|---|---|---|---|
| Ninety One North America, Inc. | 1,612 | $383.9K | 0.02% | −536−25.0% | Reduced |
| Pitcairn Co | 1,621 | $386.1K | 0.03% | −528−24.6% | Reduced |
| Everpar Advisors LLC | 1,622 | $386.3K | 0.15% | −137−7.8% | Reduced |
| Strategy Asset Managers LLC | 1,622 | $386.4K | 0.07% | −6−0.4% | Reduced |
| Baader Bank INC | 1,624 | $386.4K | 0.03% | +1,624 | New |
| Empire Financial Management Company, LLC | 1,624 | $387.0K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 1,633 | $389.0K | 0.01% | +44+2.8% | Added |
| Journey Strategic Wealth LLC | 1,635 | $389.4K | 0.01% | +1,635 | New |
| Raiffeisen Bank International AG | 1,641 | $390.0K | 0.01% | +171+11.6% | Added |
| Keybank National Association | 1,663 | $396.1K | 0.00% | −34−2.0% | Reduced |
| Guggenheim Capital LLC | 1,665 | $396.6K | 0.00% | +172+11.5% | Added |
| Optas, LLC | 1,666 | $396.8K | 0.07% | +59+3.7% | Added |
| RMB Capital Management, LLC | 1,668 | $399.0K | 0.01% | +1+0.1% | Added |
| KFG Wealth Management, LLC | 1,678 | $399.6K | 0.06% | +31+1.9% | Added |
| Trust Point Inc. | 1,682 | $400.6K | 0.03% | +260+18.3% | Added |
| Prestige Wealth Management Group LLC | 1,684 | $402.7K | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,757 | $403.8K | 0.06% | −255−12.7% | Reduced |
| Advisors Capital Management, LLC | 1,697 | $404.4K | 0.01% | +391+29.9% | Added |
| CWA Asset Management Group, LLC | 1,713 | $408.0K | 0.02% | +2+0.1% | Added |
| NorthRock Partners, LLC | 1,718 | $409.1K | 0.01% | −346−16.8% | Reduced |
| Manning & Napier Advisors LLC | 1,727 | $411.3K | 0.01% | −3,856−69.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,728 | $411.6K | 0.01% | +461+36.4% | Added |
| Sagespring Wealth Partners, LLC | 1,736 | $413.4K | 0.01% | +474+37.6% | Added |
| Warren Averett Asset Management, LLC | 1,736 | $413.5K | 0.00% | +43+2.5% | Added |
| Chancellor Financial Group WB LP | 1,739 | $414.2K | 0.29% | 00.0% | Unchanged |
| Central Trust Co | 1,744 | $415.4K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,745 | $415.6K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,749 | $415.6K | 0.04% | −248−12.4% | Reduced |
| Forza Wealth Management, LLC | 1,750 | $416.8K | 0.16% | −750−30.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,758 | $418.7K | 0.03% | −106−5.7% | Reduced |
| Davenport & Co LLC | 1,760 | $419.2K | 0.00% | +397+29.1% | Added |
| Redmond Asset Management, LLC | 1,766 | $420.6K | 0.10% | −125−6.6% | Reduced |
| Ifrah Financial Services, Inc. | 1,767 | $420.8K | 0.11% | −35−1.9% | Reduced |
| LBMC Investment Advisors, LLC | 1,767 | $420.8K | 0.03% | +1,767 | New |
| Mystic Asset Management, Inc. | 1,780 | $423.9K | 0.10% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,784 | $424.9K | 0.03% | −18−1.0% | Reduced |
| Eastern Bank | 1,791 | $426.6K | 0.01% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,796 | $427.8K | 0.20% | +5+0.3% | Added |
| Optimize Financial Inc | 1,798 | $428.2K | 0.22% | +264+17.2% | Added |
| Brown Brothers Harriman & Co | 1,809 | $430.9K | 0.00% | +420+30.2% | Added |
| Compass Ion Advisors, LLC | 1,811 | $431.3K | 0.04% | −3−0.2% | Reduced |
| Marco Investment Management LLC | 1,812 | $431.6K | 0.03% | −21−1.1% | Reduced |
| Ballentine Partners, LLC | 1,818 | $433.0K | 0.01% | +43+2.4% | Added |
| Clark Capital Management Group, Inc. | 1,818 | $433.0K | 0.00% | +477+35.6% | Added |
| Independence Bank of Kentucky | 1,820 | $433.5K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,840 | $438.2K | 0.05% | +1,839+183,900.0% | Added |
| Wealth Alliance | 1,843 | $438.9K | 0.05% | −31−1.7% | Reduced |
| Bridges Investment Management Inc | 1,844 | $439.2K | 0.01% | +45+2.5% | Added |
| Silver Oak Securities, Inc | 1,857 | $442.3K | 0.03% | +79+4.4% | Added |
| Acadian Asset Management LLC | 1,872 | $445.0K | 0.00% | −72−3.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,896 | $451.6K | 0.03% | −7−0.4% | Reduced |
| Sunburst Financial Group, LLC | 1,932 | $460.2K | 0.10% | +220+12.9% | Added |
| Maripau Wealth Management LLC | 1,936 | $461.2K | 0.23% | −723−27.2% | Reduced |
| Aberdeen Wealth Management LLC | 1,939 | $461.8K | 0.29% | 00.0% | Unchanged |
| Meyer Handelman Co | 1,945 | $463.2K | 0.01% | −1,010−34.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,950 | $463.4K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,939 | $463.7K | 0.05% | +949+95.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,956 | $465.8K | 0.06% | −423−17.8% | Reduced |
| Huntington National Bank | 1,980 | $471.6K | 0.00% | −189−8.7% | Reduced |
| Change Path, LLC | 1,985 | $472.8K | 0.01% | −927−31.8% | Reduced |
| Renasant Bank | 1,995 | $475.1K | 0.30% | −46−2.3% | Reduced |
| Leeward Financial Partners, LLC | 2,000 | $476.3K | 0.14% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,012 | $479.3K | 0.03% | +40+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,017 | $480.4K | 0.01% | +193+10.6% | Added |
| Portside Wealth Group, LLC | 2,019 | $480.9K | 0.07% | −98−4.6% | Reduced |
| IFP Advisors, Inc | 2,022 | $481.6K | 0.01% | −114−5.3% | Reduced |
| Spire Wealth Management | 2,041 | $486.0K | 0.02% | −42−2.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,042 | $486.3K | 0.00% | +1,434+235.9% | Added |
| MQS Management LLC | 2,045 | $487.1K | 0.28% | −822−28.7% | Reduced |
| Signaturefd, LLC | 2,090 | $497.8K | 0.01% | +45+2.2% | Added |
| Second Half Financial Partners, LLC | 2,104 | $501.1K | 0.22% | +102+5.1% | Added |
| Private Advisor Group, LLC | 2,106 | $501.6K | 0.00% | +111+5.6% | Added |
| Panagora Asset Management Inc | 2,117 | $504.2K | 0.00% | −2,358−52.7% | Reduced |
| Heritage Wealth Advisors | 2,130 | $507.3K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,131 | $507.5K | 0.06% | +2,131 | New |
| Qtron Investments LLC | 2,146 | $511.1K | 0.06% | −416−16.2% | Reduced |
| Diversify Advisory Services, LLC | 2,316 | $512.2K | 0.02% | −1,447−38.5% | Reduced |
| Bryce Point Capital, LLC | 2,162 | $514.9K | 0.63% | +2,162 | New |
| Dorsey & Whitney Trust CO LLC | 2,168 | $516.4K | 0.03% | −92−4.1% | Reduced |
| Court Place Advisors, LLC | 2,170 | $516.8K | 0.16% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,272 | $524.1K | 0.08% | +2,272 | New |
| Equitable Holdings, Inc. | 2,201 | $524.2K | 0.00% | +721+48.7% | Added |
| Mather Group, LLC. | 2,202 | $524.5K | 0.01% | +91+4.3% | Added |
| Snowden Capital Advisors LLC | 2,194 | $524.8K | 0.01% | −189−7.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,198 | $525.7K | 0.04% | +2,158+5,395.0% | Added |
| MUFG Securities EMEA plc | 2,242 | $534.0K | 0.01% | +1,897+549.9% | Added |
| Exchange Bank | 2,250 | $535.9K | 0.37% | 00.0% | Unchanged |
| Voleon Capital Management LP | 2,274 | $541.6K | 0.01% | −9,281−80.3% | Reduced |
| Sowell Financial Services LLC | 2,340 | $557.4K | 0.02% | +28+1.2% | Added |
| Catalytic Wealth RIA, LLC | 2,342 | $557.8K | 0.02% | +2,342 | New |
| SeaBridge Investment Advisors LLC | 2,344 | $558.3K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,362 | $562.6K | 0.01% | +37+1.6% | Added |
| TD Private Client Wealth LLC | 2,367 | $563.9K | 0.01% | −242−9.3% | Reduced |
| Pensionmark Financial Group, LLC | 2,369 | $564.2K | 0.01% | −212−8.2% | Reduced |
| Segment Wealth Management, LLC | 2,371 | $564.7K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,384 | $567.7K | 0.01% | +58+2.5% | Added |
| Chicago Partners Investment Group LLC | 2,490 | $572.3K | 0.01% | +1,009+68.1% | Added |
| Rehmann Capital Advisory Group | 2,397 | $572.4K | 0.03% | +728+43.6% | Added |
| Argent Trust Co | 2,422 | $576.8K | 0.02% | −44−1.8% | Reduced |
| Simmons Bank | 2,423 | $577.1K | 0.04% | −35−1.4% | Reduced |