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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 4,110 | $978.9K | 0.05% | +41+1.0% | Added |
| Sherbrooke Park Advisers LLC | 4,121 | $981.5K | 0.46% | +400+10.7% | Added |
| Omers Administration Corp | 4,225 | $1.01M | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,211 | $1.01M | 0.01% | −230−5.2% | Reduced |
| PFG Investments, LLC | 4,242 | $1.01M | 0.05% | −8−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,273 | $1.02M | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,279 | $1.02M | 0.03% | +141+3.4% | Added |
| R Squared Ltd | 4,300 | $1.02M | 0.44% | +4,300 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 4,320 | $1.03M | 0.01% | +4,320 | New |
| Allstate Corp | 4,323 | $1.03M | 0.02% | +4,323 | New |
| 111 Capital | 4,361 | $1.04M | 0.20% | +4,361 | New |
| Tiaa Trust, National Association | 4,366 | $1.04M | 0.00% | −179−3.9% | Reduced |
| Picton Mahoney Asset Management | 4,383 | $1.04M | 0.01% | +4,383 | New |
| Eukles Asset Management | 4,436 | $1.06M | 0.41% | +69+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,442 | $1.06M | 0.18% | +2,130+92.1% | Added |
| Menard Financial Group LLC | 4,581 | $1.09M | 0.73% | −26−0.6% | Reduced |
| Sienna Gestion | 5,048 | $1.10M | 0.08% | −47,736−90.4% | Reduced |
| Marshall Wace, LLP | 4,613 | $1.10M | 0.00% | +4,613 | New |
| United Capital Financial Advisers, LLC | 4,627 | $1.10M | 0.01% | +1,832+65.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,637 | $1.10M | 0.00% | −48−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 4,687 | $1.12M | 0.01% | −86−1.8% | Reduced |
| Burling Wealth Partners, LLC | 4,688 | $1.12M | 0.18% | −205−4.2% | Reduced |
| SWMG, LLC | 4,839 | $1.12M | 0.34% | +1,218+33.6% | Added |
| Prospera Financial Services Inc | 4,728 | $1.13M | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 4,766 | $1.14M | 0.05% | +4,766 | New |
| AG2R la Mondiale Gestion D'Actifs | 4,793 | $1.16M | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,994 | $1.19M | 0.07% | +550+12.4% | Added |
| Principal Securities, Inc. | 4,996 | $1.19M | 0.02% | −143−2.8% | Reduced |
| HighPoint Advisor Group LLC | 5,038 | $1.20M | 0.06% | +152+3.1% | Added |
| Vestcor Inc | 5,060 | $1.21M | 0.04% | +1,243+32.6% | Added |
| Orser Capital Management, LLC | 5,088 | $1.21M | 0.67% | +5,088 | New |
| Keeler Thomas Management LLC | 5,103 | $1.22M | 0.50% | +89+1.8% | Added |
| iA Global Asset Management Inc. | 5,205 | $1.24M | 0.02% | +692+15.3% | Added |
| Ostrum Asset Management | 5,222 | $1.24M | 0.06% | −314−5.7% | Reduced |
| Summit Trail Advisors, LLC | 5,219 | $1.25M | 0.02% | +4,309+473.5% | Added |
| LVW Advisors, LLC | 5,233 | $1.25M | 0.13% | +7+0.1% | Added |
| Cynosure Management, LLC | 5,252 | $1.25M | 0.14% | −5,601−51.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,385 | $1.26M | 0.00% | −82−1.5% | Reduced |
| Savant Capital, LLC | 5,334 | $1.27M | 0.01% | +117+2.2% | Added |
| New Mexico Educational Retirement Board | 5,350 | $1.27M | 0.04% | −100−1.8% | Reduced |
| Cedar Mountain Advisors, LLC | 5,358 | $1.28M | 0.25% | +1,649+44.5% | Added |
| HB Wealth Management, LLC | 5,367 | $1.28M | 0.01% | +299+5.9% | Added |
| Sumitomo Life Insurance Co | 5,391 | $1.28M | 0.04% | +5,391 | New |
| CIBC World Markets Inc. | 5,395 | $1.28M | 0.00% | +294+5.8% | Added |
| EFG Asset Management (Americas) Corp. | 5,423 | $1.29M | 0.22% | −582−9.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,450 | $1.30M | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,459 | $1.30M | 0.01% | +279+5.4% | Added |
| Dynasty Wealth Management, LLC | 5,461 | $1.30M | 0.02% | −1,007−15.6% | Reduced |
| Centaurus Financial, Inc. | 5,471 | $1.30M | 0.06% | −74−1.3% | Reduced |
| QRG Capital Management, Inc. | 5,488 | $1.31M | 0.02% | −2,542−31.7% | Reduced |
| Farther Finance Advisors, LLC | 5,494 | $1.31M | 0.02% | −36−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,494 | $1.31M | 0.00% | −21,283−79.5% | Reduced |
| Bullock Wealth Management Group | 5,698 | $1.34M | 0.67% | +6+0.1% | Added |
| Dark Forest Capital Management LP | 5,620 | $1.34M | 0.05% | −6,263−52.7% | Reduced |
| Securian Asset Management, Inc | 5,641 | $1.34M | 0.04% | −515−8.4% | Reduced |
| Maryland State Retirement & Pension System | 5,664 | $1.35M | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,659 | $1.35M | 0.12% | −79−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 5,719 | $1.36M | 0.04% | −156−2.7% | Reduced |
| Summit Financial, LLC | 5,804 | $1.38M | 0.02% | +13+0.2% | Added |
| Mirabaud Asset Management Ltd | 5,849 | $1.39M | 0.67% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5,877 | $1.40M | 0.03% | +6+0.1% | Added |
| First Citizens Bank & Trust Co | 5,959 | $1.42M | 0.03% | −2,395−28.7% | Reduced |
| Atomi Financial Group, Inc. | 5,997 | $1.43M | 0.05% | +153+2.6% | Added |
| NBC Securities, Inc. | 6,008 | $1.43M | 0.11% | +42+0.7% | Added |
| Cornercap Investment Counsel Inc | 6,041 | $1.44M | 0.72% | −100−1.6% | Reduced |
| TCTC Holdings, LLC | 6,047 | $1.44M | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 6,081 | $1.45M | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,085 | $1.45M | 0.03% | +1,374+29.2% | Added |
| Louisiana State Employees Retirement System | 6,100 | $1.45M | 0.02% | −100−1.6% | Reduced |
| Jones Financial Companies LLLP | 6,221 | $1.47M | 0.00% | +1,060+20.5% | Added |
| Lord & Richards Wealth Management, LLC | 6,187 | $1.47M | 1.35% | +683+12.4% | Added |
| Simplicity Wealth,LLC | 6,211 | $1.48M | 0.09% | −2,679−30.1% | Reduced |
| Wetherby Asset Management Inc | 6,297 | $1.50M | 0.06% | −24−0.4% | Reduced |
| Kesler, Norman & Wride, LLC | 6,654 | $1.50M | 0.30% | −98−1.5% | Reduced |
| Impax Asset Management Group plc | 6,403 | $1.53M | 0.01% | +2,253+54.3% | Added |
| Vontobel Holding Ltd. | 6,600 | $1.57M | 0.00% | −898−12.0% | Reduced |
| Machina Capital S.A.S. | 6,641 | $1.58M | 0.28% | −2,046−23.6% | Reduced |
| Bessemer Group Inc | 6,640 | $1.58M | 0.00% | +2,992+82.0% | Added |
| Callan Family Office, LLC | 6,644 | $1.58M | 0.05% | −147−2.2% | Reduced |
| Copeland Capital Management, LLC | 6,740 | $1.61M | 0.03% | −536−7.4% | Reduced |
| Koshinski Asset Management, Inc. | 6,830 | $1.63M | 0.11% | −163−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,841 | $1.63M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,889 | $1.64M | 0.05% | −217−3.1% | Reduced |
| Trueblood Wealth Management, LLC | 6,933 | $1.65M | 0.64% | −96−1.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.67M | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,005 | $1.67M | 0.00% | +758+12.1% | Added |
| Birch Hill Investment Advisors LLC | 7,028 | $1.67M | 0.07% | +3,613+105.8% | Added |
| Nicholson Wealth Management Group, LLC | 7,036 | $1.68M | 0.98% | +359+5.4% | Added |
| Verition Fund Management LLC | 7,124 | $1.70M | 0.01% | +2,204+44.8% | Added |
| Groupama Asset Managment | 7,142 | $1.70M | 0.02% | +5,257+278.9% | Added |
| Boyar Asset Management Inc. | 7,182 | $1.71M | 1.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,189 | $1.71M | 0.01% | +2,365+49.0% | Added |
| Atlantic Union Bankshares Corp | 7,190 | $1.71M | 0.03% | +7,024+4,231.3% | Added |
| First National Trust Co | 7,200 | $1.71M | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7,243 | $1.73M | 0.09% | −5,120−41.4% | Reduced |
| Whittier Trust Co | 7,411 | $1.74M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 7,316 | $1.74M | 0.05% | −186−2.5% | Reduced |
| Knollwood Investment Advisory, LLC | 7,343 | $1.75M | 0.16% | −42−0.6% | Reduced |
| Dean Capital Management | 7,353 | $1.75M | 0.68% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,748 | $1.85M | 0.02% | +286+3.8% | Added |