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 |
|---|---|---|---|---|---|
| One + One Wealth Management, LLC | 2,437 | $580.4K | 0.28% | −169−6.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,460 | $585.9K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,464 | $586.9K | 0.08% | −219−8.2% | Reduced |
| Norden Group LLC | 2,468 | $587.8K | 0.06% | +552+28.8% | Added |
| Ami Asset Management Corp | 2,477 | $589.9K | 0.03% | −13−0.5% | Reduced |
| Albion Financial Group | 2,477 | $589.9K | 0.04% | −10.0% | Reduced |
| Mutual Advisors, LLC | 2,567 | $595.8K | 0.01% | −156−5.7% | Reduced |
| First Heartland Consultants, Inc. | 2,511 | $598.0K | 0.05% | +172+7.4% | Added |
| Leonteq Securities AG | 2,517 | $599.5K | 0.03% | −2−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,517 | $599.6K | 0.25% | +85+3.5% | Added |
| Harvest Fund Management Co., Ltd | 2,547 | $606.0K | 0.03% | +1,502+143.7% | Added |
| Shufro Rose & Co LLC | 2,500 | $606.1K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 2,566 | $611.2K | 0.03% | +1,401+120.3% | Added |
| Brown Miller Wealth Management, LLC | 2,590 | $616.8K | 0.17% | +15+0.6% | Added |
| Everence Capital Management Inc | 2,596 | $618.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,595 | $618.1K | 0.01% | −7,586−74.5% | Reduced |
| Great Lakes Advisors, LLC | 2,630 | $626.4K | 0.01% | −377−12.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,635 | $627.5K | 0.01% | +1,044+65.6% | Added |
| Rockland Trust Co | 2,642 | $629.2K | 0.03% | +1,205+83.9% | Added |
| Unique Wealth, LLC | 2,662 | $634.1K | 0.09% | −290−9.8% | Reduced |
| Gibbs Wealth Management | 2,665 | $634.7K | 0.14% | −565−17.5% | Reduced |
| Venturi Wealth Management, LLC | 2,667 | $635.2K | 0.03% | +185+7.5% | Added |
| J.W. Cole Advisors, Inc. | 2,670 | $636.0K | 0.01% | +74+2.9% | Added |
| Alta Capital Management LLC | 2,681 | $638.5K | 0.04% | −48−1.8% | Reduced |
| WealthTrust Axiom LLC | 2,681 | $638.5K | 0.17% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,681 | $638.5K | 0.00% | −255,354−99.0% | Reduced |
| BHK Investment Advisors, LLC | 2,686 | $639.7K | 0.24% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 2,704 | $644.0K | 0.39% | −402−12.9% | Reduced |
| Chicago Trust Co NA | 2,733 | $650.9K | 0.09% | +5+0.2% | Added |
| CWS Financial Advisors, LLC | 2,735 | $651.4K | 0.18% | +377+16.0% | Added |
| WBI Investments | 2,738 | $652.2K | 0.17% | −523−16.0% | Reduced |
| Dividend Assets Capital, LLC | 2,775 | $660.9K | 0.12% | +225+8.8% | Added |
| Baker Avenue Asset Management, LP | 2,840 | $676.4K | 0.02% | +483+20.5% | Added |
| Jacobi Capital Management LLC | 2,843 | $677.2K | 0.04% | +37+1.3% | Added |
| Arkadios Wealth Advisors | 2,856 | $680.2K | 0.02% | +1,137+66.1% | Added |
| Plato Investment Management Ltd | 2,879 | $680.5K | 0.05% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,873 | $684.3K | 0.25% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,874 | $684.5K | 0.04% | +73+2.6% | Added |
| Morningstar Investment Management LLC | 2,902 | $691.0K | 0.03% | +2,902 | New |
| Wedmont Private Capital | 2,918 | $691.3K | 0.03% | +270+10.2% | Added |
| Beaumont Financial Advisors, LLC | 2,938 | $699.7K | 0.05% | +2+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,948 | $702.2K | 0.15% | −77−2.5% | Reduced |
| Kidder Stephen W | 2,950 | $702.6K | 0.20% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 2,956 | $704.0K | 0.18% | −2,015−40.5% | Reduced |
| Quantbot Technologies LP | 2,958 | $704.5K | 0.02% | −23,477−88.8% | Reduced |
| Clarus Group, Inc. | 2,960 | $704.9K | 0.25% | +9+0.3% | Added |
| Blueshift Asset Management, LLC | 3,039 | $723.8K | 0.22% | +3,039 | New |
| Boothbay Fund Management, LLC | 3,047 | $725.7K | 0.02% | +119+4.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,067 | $730.5K | 0.05% | −117−3.7% | Reduced |
| Atlas Legacy Advisors, LLC | 3,078 | $733.1K | 0.14% | +13+0.4% | Added |
| Creekmur Asset Management LLC | 3,103 | $739.0K | 0.12% | −1,127−26.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,111 | $741.1K | 0.01% | +1,930+163.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,117 | $742.4K | 0.07% | +433+16.1% | Added |
| Aaron Wealth Advisors | 3,118 | $742.6K | 0.04% | +3,118 | New |
| Fiduciary Family Office, LLC | 3,132 | $745.9K | 0.21% | +301+10.6% | Added |
| MUFG Securities Americas Inc. | 3,159 | $752.4K | 0.05% | +556+21.4% | Added |
| Sequoia Financial Advisors, LLC | 3,169 | $754.8K | 0.00% | +326+11.5% | Added |
| Resources Investment Advisors, LLC. | 3,172 | $755.6K | 0.01% | −79−2.4% | Reduced |
| IFG Advisory, LLC | 3,176 | $756.5K | 0.03% | −45−1.4% | Reduced |
| Guardian Wealth Management, Inc. | 3,187 | $759.1K | 0.45% | −17−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 3,188 | $759.3K | 0.04% | +540+20.4% | Added |
| Hilltop Holdings Inc. | 3,201 | $762.3K | 0.04% | −93−2.8% | Reduced |
| Bridgewater Advisors Inc. | 3,546 | $767.7K | 0.05% | +7+0.2% | Added |
| Vise Technologies, Inc. | 3,235 | $770.4K | 0.03% | −41−1.3% | Reduced |
| D.B. Root & Company, LLC | 3,243 | $772.4K | 0.20% | −10.0% | Reduced |
| United Advisor Group, LLC | 3,257 | $775.7K | 0.10% | +249+8.3% | Added |
| Glenmede Investment Management, LP | 3,298 | $785.5K | 0.00% | +159+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,430 | $816.9K | 0.01% | +932+37.3% | Added |
| J. Safra Sarasin Holding AG | 3,448 | $821.2K | 0.01% | −1,540−30.9% | Reduced |
| Ci Investments Inc. | 3,456 | $823.0K | 0.00% | −72−2.0% | Reduced |
| Qsemble Capital Management, LP | 3,473 | $827.2K | 0.08% | +3,473 | New |
| Icon Wealth Advisors, LLC | 3,477 | $828.1K | 0.06% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 3,488 | $830.8K | 0.26% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,496 | $832.7K | 0.19% | +270+8.4% | Added |
| ABLE Financial Group, LLC | 3,512 | $836.5K | 0.18% | −297−7.8% | Reduced |
| Accredited Investors Inc. | 3,571 | $850.5K | 0.05% | −228−6.0% | Reduced |
| Integrated Quantitative Investments LLC | 3,626 | $863.6K | 0.25% | +8+0.2% | Added |
| Bradley Foster & Sargent Inc | 3,675 | $875.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,687 | $878.2K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,733 | $889.1K | 0.01% | −14−0.4% | Reduced |
| MGB Wealth Management, LLC | 3,748 | $892.5K | 0.25% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 3,754 | $894.1K | 0.46% | +6+0.2% | Added |
| Ieq Capital, LLC | 3,762 | $896.1K | 0.00% | −6,769−64.3% | Reduced |
| Inceptionr LLC | 3,818 | $909.3K | 0.22% | +3,818 | New |
| Fieldview Capital Management, LLC | 3,823 | $910.5K | 0.15% | +3,823 | New |
| Schonfeld Strategic Advisors LLC | 3,852 | $917.4K | 0.01% | +1,292+50.5% | Added |
| DT Investment Partners, LLC | 3,870 | $921.7K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,886 | $925.4K | 0.21% | +256+7.1% | Added |
| Oppenheimer & Co Inc | 3,925 | $934.8K | 0.01% | −4−0.1% | Reduced |
| Nomura Holdings Inc | 3,944 | $939.3K | 0.00% | +3,944 | New |
| Welch & Forbes LLC | 3,975 | $946.7K | 0.01% | −2,931−42.4% | Reduced |
| Bank Ozk | 4,000 | $952.7K | 0.34% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,005 | $953.9K | 0.24% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,011 | $955.2K | 0.07% | +25+0.6% | Added |
| Tributary Capital Management, LLC | 4,012 | $955.5K | 0.09% | −1,376−25.5% | Reduced |
| Biltmore Family Office, LLC | 4,015 | $960.2K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,038 | $961.6K | 0.02% | +298+8.0% | Added |
| NewEdge Wealth, LLC | 4,433 | $969.0K | 0.01% | −10.0% | Reduced |
| Ritholtz Wealth Management | 4,074 | $970.4K | 0.02% | +275+7.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,084 | $972.7K | 0.02% | −5,446−57.1% | Reduced |