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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 16,365 | $3.90M | 0.42% | −575−3.4% | Reduced |
| State of Alaska, Department of Revenue | 16,530 | $3.94M | 0.04% | −666−3.9% | Reduced |
| Yousif Capital Management, LLC | 16,765 | $3.99M | 0.04% | −1,676−9.1% | Reduced |
| Security National Bank | 16,852 | $4.01M | 0.61% | −376−2.2% | Reduced |
| British Columbia Investment Management Corp | 16,880 | $4.02M | 0.02% | −1,536−8.3% | Reduced |
| Candriam Luxembourg S.C.A. | 16,997 | $4.05M | 0.02% | −70.0% | Reduced |
| Parsons Capital Management Inc | 17,053 | $4.06M | 0.23% | −435−2.5% | Reduced |
| New York Life Investment Management LLC | 17,105 | $4.07M | 0.04% | −492−2.8% | Reduced |
| Long Road Investment Counsel, LLC | 17,225 | $4.10M | 1.45% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 17,420 | $4.15M | 0.66% | +1,150+7.1% | Added |
| Princeton Global Asset Management LLC | 17,504 | $4.17M | 0.69% | −203−1.1% | Reduced |
| Independent Advisor Alliance | 17,664 | $4.21M | 0.11% | +271+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 17,878 | $4.26M | 0.02% | +1,214+7.3% | Added |
| Shell Asset Management Co | 17,999 | $4.29M | 0.43% | −12,070−40.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,118 | $4.32M | 0.22% | −2,190−10.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,185 | $4.33M | 0.01% | +4,275+30.7% | Added |
| Quest Partners LLC | 18,314 | $4.36M | 0.29% | +15,722+606.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,425 | $4.39M | 0.01% | +2,431+15.2% | Added |
| Bontempo Ohly Capital Mgmt LLC | 18,833 | $4.49M | 1.94% | +55+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,870 | $4.49M | 0.04% | +1,040+5.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 19,000 | $4.54M | 0.21% | +130+0.7% | Added |
| Burney Co | 19,137 | $4.56M | 0.14% | −565−2.9% | Reduced |
| Allen Capital Group, LLC | 19,244 | $4.58M | 0.44% | +1,519+8.6% | Added |
| Utah Retirement Systems | 19,251 | $4.59M | 0.04% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $4.64M | 0.03% | +19,500 | New |
| Wealthfront Advisers LLC | 19,544 | $4.65M | 0.01% | +9,031+85.9% | Added |
| Stratos Wealth Partners, LTD. | 19,598 | $4.67M | 0.06% | +191+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,769 | $4.71M | 0.04% | +5,346+37.1% | Added |
| Elo Mutual Pension Insurance Co | 19,818 | $4.72M | 0.08% | +4,619+30.4% | Added |
| Griffin Asset Management, Inc. | 20,066 | $4.78M | 0.54% | +158+0.8% | Added |
| Kensington Investment Counsel, LLC | 20,091 | $4.79M | 1.95% | +289+1.5% | Added |
| USS Investment Management Ltd | 20,105 | $4.79M | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,345 | $4.81M | 0.05% | −7,185−26.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,564 | $4.90M | 0.06% | −2,976−12.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 20,619 | $4.91M | 0.01% | +2,560+14.2% | Added |
| Core Alternative Capital | 20,882 | $4.97M | 1.44% | −3,197−13.3% | Reduced |
| Occidental Asset Management, LLC | 20,882 | $4.97M | 0.62% | +230+1.1% | Added |
| KBC Group NV | 21,358 | $5.09M | 0.01% | +2,758+14.8% | Added |
| Pathstone Holdings, LLC | 21,970 | $5.24M | 0.02% | +148+0.7% | Added |
| Numerai GP LLC | 22,264 | $5.30M | 0.75% | −7,556−25.3% | Reduced |
| Evexia Wealth LLC | 22,965 | $5.34M | 1.60% | +2,981+14.9% | Added |
| Fifth Third Bancorp | 22,698 | $5.41M | 0.02% | −161−0.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 22,775 | $5.45M | 0.85% | +68+0.3% | Added |
| Zevenbergen Capital Investments LLC | 23,110 | $5.50M | 0.11% | +65+0.3% | Added |
| Bank of Nova Scotia | 23,881 | $5.69M | 0.01% | +6,789+39.7% | Added |
| Prudential PLC | 23,933 | $5.70M | 0.04% | −15,157−38.8% | Reduced |
| WSFS Capital Management, LLC | 24,014 | $5.72M | 0.28% | +1,156+5.1% | Added |
| Level Four Advisory Services, LLC | 24,147 | $5.75M | 0.20% | +417+1.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,337 | $5.80M | 0.02% | −5,158−17.5% | Reduced |
| New Age Alpha Advisors, LLC | 24,342 | $5.80M | 0.24% | −651−2.6% | Reduced |
| Cerity Partners LLC | 24,518 | $5.84M | 0.01% | −1,005−3.9% | Reduced |
| Retirement Systems of Alabama | 24,987 | $5.95M | 0.02% | −217−0.9% | Reduced |
| State of Tennessee, Treasury Department | 25,105 | $5.98M | 0.02% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 25,797 | $6.14M | 1.90% | −1,443−5.3% | Reduced |
| M&T Bank Corp | 25,822 | $6.15M | 0.02% | −964−3.6% | Reduced |
| Lido Advisors, LLC | 26,028 | $6.22M | 0.03% | +10,418+66.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 26,269 | $6.26M | 0.10% | +26,269 | New |
| Commonwealth Equity Services, LLC | 26,455 | $6.30M | 0.01% | −508−1.9% | Reduced |
| Amalgamated Bank | 26,806 | $6.38M | 0.05% | +228+0.9% | Added |
| GWM Advisors LLC | 26,928 | $6.41M | 0.03% | +3,907+17.0% | Added |
| Axxcess Wealth Management, LLC | 27,414 | $6.53M | 0.14% | +628+2.3% | Added |
| DnB Asset Management AS | 27,420 | $6.53M | 0.02% | +1,109+4.2% | Added |
| Daiwa Securities Group Inc. | 27,482 | $6.54M | 0.02% | +3,073+12.6% | Added |
| Brown Advisory Inc | 27,791 | $6.62M | 0.01% | −192−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,127 | $6.70M | 0.03% | −681−2.4% | Reduced |
| Ethic Inc. | 28,179 | $6.71M | 0.11% | −1,919−6.4% | Reduced |
| Suncoast Equity Management | 28,181 | $6.71M | 0.67% | +65+0.2% | Added |
| Creative Planning | 28,220 | $6.72M | 0.01% | +2,413+9.4% | Added |
| Magnetar Financial LLC | 28,608 | $6.81M | 0.04% | +24,008+521.9% | Added |
| Xponance, Inc. | 28,858 | $6.87M | 0.05% | −1,867−6.1% | Reduced |
| Atria Investments LLC | 28,972 | $6.90M | 0.08% | −797−2.7% | Reduced |
| IFM Investors Pty Ltd | 29,435 | $6.95M | 0.06% | +113+0.4% | Added |
| Palmer Knight Co | 29,492 | $7.02M | 3.33% | −878−2.9% | Reduced |
| Andra AP-fonden | 29,500 | $7.03M | 0.09% | −55,900−65.5% | Reduced |
| Aureus Asset Management, LLC | 29,540 | $7.04M | 0.46% | −1,873−6.0% | Reduced |
| Czech National Bank | 29,749 | $7.09M | 0.05% | +1,037+3.6% | Added |
| EULAV Asset Management | 30,000 | $7.15M | 0.17% | +30,000 | New |
| Federation des caisses Desjardins du Quebec | 30,743 | $7.32M | 0.03% | +666+2.2% | Added |
| Kestra Private Wealth Services, LLC | 30,995 | $7.38M | 0.10% | +206+0.7% | Added |
| O'Brien Greene & Co. Inc | 31,118 | $7.41M | 2.28% | +100+0.3% | Added |
| Allianz Asset Management GmbH | 31,333 | $7.46M | 0.01% | −28,530−47.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31,432 | $7.49M | 0.01% | +7,536+31.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,782 | $7.53M | 0.01% | +3,300+11.6% | Added |
| State of Michigan Retirement System | 31,660 | $7.54M | 0.04% | −300−0.9% | Reduced |
| STRS Ohio | 31,786 | $7.57M | 0.03% | −8,999−22.1% | Reduced |
| Boston Private Wealth LLC | 31,845 | $7.58M | 0.41% | −4,515−12.4% | Reduced |
| Engineers Gate Manager LP | 31,873 | $7.59M | 0.09% | +20,314+175.7% | Added |
| Natixis | 31,879 | $7.59M | 0.04% | +12,566+65.1% | Added |
| Boston Trust Walden Corp | 32,819 | $7.82M | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 33,048 | $7.87M | 0.02% | +8,272+33.4% | Added |
| MAI Capital Management | 33,068 | $7.88M | 0.05% | −561−1.7% | Reduced |
| Allworth Financial LP | 33,076 | $7.88M | 0.03% | +579+1.8% | Added |
| Blair William & Co | 33,420 | $7.96M | 0.02% | −388−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 33,562 | $7.99M | 0.01% | −19,871−37.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,604 | $8.00M | 0.03% | −73,855−68.7% | Reduced |
| AdvisorShares Investments LLC | 33,678 | $8.02M | 1.31% | +1,644+5.1% | Added |
| Rockefeller Capital Management L.P. | 33,869 | $8.07M | 0.02% | −23−0.1% | Reduced |
| MetLife Investment Management | 34,064 | $8.11M | 0.04% | −669−1.9% | Reduced |
| Arizona State Retirement System | 34,693 | $8.26M | 0.04% | +490+1.4% | Added |
| Signal Advisors Wealth, LLC | 34,942 | $8.32M | 0.75% | +11,603+49.7% | Added |