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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 7,795 | $1.86M | 0.00% | +334+4.5% | Added |
| Alps Advisors Inc | 7,809 | $1.86M | 0.01% | +6,233+395.5% | Added |
| Metis Global Partners, LLC | 7,829 | $1.86M | 0.04% | −318−3.9% | Reduced |
| CAPROCK Group, Inc. | 7,301 | $1.87M | 0.05% | +7,301 | New |
| Illinois Municipal Retirement Fund | 7,929 | $1.89M | 0.02% | −1,590−16.7% | Reduced |
| Sentry LLC | 7,948 | $1.89M | 0.47% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,987 | $1.90M | 0.01% | −1,166−12.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,164 | $1.95M | 0.05% | +2,116+35.0% | Added |
| Naples Global Advisors, LLC | 8,181 | $1.96M | 0.15% | −70−0.8% | Reduced |
| Ossiam | 8,230 | $1.96M | 0.03% | +4,766+137.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,298 | $1.98M | 0.01% | −556−6.3% | Reduced |
| Lee Financial Co | 8,342 | $1.99M | 0.25% | −64−0.8% | Reduced |
| Adviser Investments LLC | 8,354 | $1.99M | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 8,407 | $2.00M | 0.01% | +580+7.4% | Added |
| Park Place Capital Corp | 8,426 | $2.01M | 0.42% | −112−1.3% | Reduced |
| Logan Capital Management Inc | 8,514 | $2.03M | 0.09% | −352−4.0% | Reduced |
| Tredje AP-fonden | 8,623 | $2.05M | 0.02% | −12,055−58.3% | Reduced |
| 1832 Asset Management L.P. | 8,683 | $2.07M | 0.00% | +829+10.6% | Added |
| Valley National Advisers Inc | 8,719 | $2.08M | 0.32% | +8,719 | New |
| Investment Management Corp of Ontario | 8,791 | $2.09M | 0.03% | −7,267−45.3% | Reduced |
| Bridgewater Associates, LP | 8,809 | $2.10M | 0.01% | +8,809 | New |
| Railway Pension Investments Ltd | 8,900 | $2.12M | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 8,883 | $2.12M | 0.09% | +251+2.9% | Added |
| Vinva Investment Management Ltd | 8,956 | $2.13M | 0.04% | +4,391+96.2% | Added |
| Avanza Fonder AB | 8,940 | $2.13M | 0.06% | 00.0% | Unchanged |
| Holocene Advisors, LP | 8,984 | $2.14M | 0.00% | +6,405+248.4% | Added |
| Oak Thistle LLC | 9,083 | $2.16M | 0.33% | −7,394−44.9% | Reduced |
| Mizuho Securities USA LLC | 8,531 | $2.18M | 0.04% | +411+5.1% | Added |
| Teachers Retirement System of the State of Kentucky | 9,172 | $2.19M | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 9,493 | $2.26M | 0.50% | −27−0.3% | Reduced |
| Pacer Advisors, Inc. | 9,502 | $2.26M | 0.01% | −5,606−37.1% | Reduced |
| Waterloo Capital, L.P. | 9,595 | $2.29M | 0.17% | +138+1.5% | Added |
| Susquehanna International Group, LLP | 9,600 | $2.29M | 0.00% | −3,479−26.6% | Reduced |
| Janney Montgomery Scott LLC | 9,618 | $2.29M | 0.01% | −65−0.7% | Reduced |
| TownSquare Capital, LLC | 9,688 | $2.31M | 0.35% | −1,856−16.1% | Reduced |
| Greenleaf Trust | 9,796 | $2.33M | 0.02% | −36−0.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 9,939 | $2.37M | 0.37% | −85−0.8% | Reduced |
| Hantz Financial Services, Inc. | 9,960 | $2.37M | 0.04% | −406−3.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,044 | $2.39M | 0.02% | −6,662−39.9% | Reduced |
| Public Sector Pension Investment Board | 10,112 | $2.41M | 0.01% | +1,118+12.4% | Added |
| Wimmer Associates 1, LLC | 10,135 | $2.41M | 1.16% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,286 | $2.45M | 0.03% | +1,023+11.0% | Added |
| Millennium Management LLC | 10,315 | $2.46M | 0.00% | −321,828−96.9% | Reduced |
| Transcend Wealth Collective, LLC | 10,323 | $2.46M | 0.17% | −845−7.6% | Reduced |
| Rafferty Asset Management, LLC | 10,545 | $2.51M | 0.01% | −62−0.6% | Reduced |
| American Trust | 10,558 | $2.51M | 0.21% | −209−1.9% | Reduced |
| Intech Investment Management LLC | 10,571 | $2.52M | 0.02% | −12,345−53.9% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 10,700 | $2.55M | 0.09% | +7,500+234.4% | Added |
| Merit Financial Group, LLC | 11,103 | $2.64M | 0.02% | −331−2.9% | Reduced |
| Two Sigma Investments, LP | 11,112 | $2.65M | 0.00% | +3,522+46.4% | Added |
| Coldstream Capital Management Inc | 11,165 | $2.66M | 0.04% | +224+2.0% | Added |
| Westpac Banking Corp | 11,175 | $2.66M | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,257 | $2.68M | 0.05% | −644−5.4% | Reduced |
| Lecap Asset Management Ltd | 11,357 | $2.70M | 0.94% | +11,357 | New |
| Kinneret Advisory, LLC | 11,485 | $2.75M | 0.23% | −51−0.4% | Reduced |
| Kestra Advisory Services, LLC | 11,626 | $2.77M | 0.01% | +247+2.2% | Added |
| Roundview Capital LLC | 11,669 | $2.78M | 0.18% | +20.0% | Added |
| Horizon Investments, LLC | 11,714 | $2.79M | 0.04% | −181−1.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 11,893 | $2.83M | 1.64% | −183−1.5% | Reduced |
| Appleton Partners Inc | 11,983 | $2.85M | 0.19% | −662−5.2% | Reduced |
| Oppenheimer Asset Management Inc. | 11,984 | $2.85M | 0.03% | −89−0.7% | Reduced |
| Bell Asset Management Ltd | 12,030 | $2.87M | 0.78% | −6,348−34.5% | Reduced |
| Pinnacle Associates Ltd | 12,134 | $2.89M | 0.04% | +11+0.1% | Added |
| Los Angeles Capital Management LLC | 12,166 | $2.90M | 0.01% | −19,358−61.4% | Reduced |
| Agf Management Ltd | 12,412 | $2.96M | 0.01% | −570−4.4% | Reduced |
| NEOS Investment Management LLC | 12,592 | $3.00M | 0.02% | +3,924+45.3% | Added |
| Siemens Fonds Invest GmbH | 12,684 | $3.02M | 0.17% | +2,151+20.4% | Added |
| Mutual of America Capital Management LLC | 12,699 | $3.02M | 0.03% | −774−5.7% | Reduced |
| OP Asset Management Ltd | 12,757 | $3.04M | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 12,797 | $3.05M | 0.05% | −651−4.8% | Reduced |
| HBK Sorce Advisory LLC | 13,196 | $3.05M | 0.08% | −104−0.8% | Reduced |
| Brinker Capital Investments, LLC | 12,836 | $3.06M | 0.02% | −63−0.5% | Reduced |
| Strengthening Families & Communities, LLC | 12,913 | $3.06M | 0.68% | +67+0.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $3.07M | 1.65% | 00.0% | Unchanged |
| Regions Financial Corp | 13,094 | $3.12M | 0.02% | +86+0.7% | Added |
| BDF-Gestion | 13,257 | $3.16M | 0.38% | −2,758−17.2% | Reduced |
| Generali Asset Management SPA SGR | 13,368 | $3.18M | 0.07% | +1,239+10.2% | Added |
| Oregon Public Employees Retirement Fund | 13,383 | $3.19M | 0.04% | +3,248+32.0% | Added |
| Mercer Global Advisors Inc | 13,408 | $3.19M | 0.01% | +2,079+18.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,478 | $3.20M | 0.02% | +855+6.8% | Added |
| Occudo Quantitative Strategies LP | 13,426 | $3.20M | 0.39% | +13,426 | New |
| ICICI Prudential Asset Management Co Ltd | 13,450 | $3.20M | 0.34% | +13,450 | New |
| UniSuper Management Pty Ltd | 13,626 | $3.25M | 0.02% | +1,489+12.3% | Added |
| Sanctuary Advisors, LLC | 13,662 | $3.25M | 0.02% | −290−2.1% | Reduced |
| Modern Wealth Management, LLC | 14,175 | $3.38M | 0.07% | +55+0.4% | Added |
| Guardian Wealth Advisors, LLC | 14,216 | $3.39M | 0.22% | +219+1.6% | Added |
| Pittenger & Anderson Inc | 14,245 | $3.39M | 0.12% | +14,245 | New |
| Kepler Cheuvreux (Suisse) SA | 14,347 | $3.42M | 0.18% | +14,347 | New |
| Dean Investment Associates, LLC | 14,381 | $3.43M | 0.48% | +881+6.5% | Added |
| Advisory Services Network, LLC | 14,510 | $3.46M | 0.05% | −9−0.1% | Reduced |
| Second Line Capital, LLC | 14,487 | $3.46M | 0.72% | +203+1.4% | Added |
| JustInvest LLC | 14,822 | $3.53M | 0.04% | −240−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,048 | $3.58M | 0.04% | +7,287+93.9% | Added |
| Intrust Bank NA | 15,085 | $3.59M | 0.30% | −537−3.4% | Reduced |
| Nissay Asset Management Corp | 15,136 | $3.60M | 0.02% | +175+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 15,163 | $3.61M | 0.27% | +15,163 | New |
| First National Advisers, LLC | 15,209 | $3.62M | 0.49% | −1,362−8.2% | Reduced |
| Woodline Partners LP | 15,480 | $3.69M | 0.02% | +2,774+21.8% | Added |
| Bryn Mawr Trust Co | 15,602 | $3.72M | 0.09% | −50−0.3% | Reduced |
| CIBC Bancorp USA Inc. | 16,171 | $3.85M | 0.02% | +16,171 | New |