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 2 sales; 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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 650 | $154.8K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 649 | $154.6K | 0.00% | +28+4.5% | Added |
| Penserra Capital Management LLC | 644 | $153.0K | 0.00% | +7+1.1% | Added |
| Kennebec Savings Bank | 600 | $142.9K | 0.13% | 00.0% | Unchanged |
| PEAK6 LLC | 574 | $136.8K | 0.00% | +574 | New |
| Quent Capital, LLC | 549 | $130.8K | 0.01% | +549 | New |
| Atlantic Trust, LLC | 540 | $128.6K | 0.02% | −10−1.8% | Reduced |
| Chilton Capital Management LLC | 529 | $126.0K | 0.00% | −79−13.0% | Reduced |
| United Community Bank | 518 | $123.4K | 0.04% | +45+9.5% | Added |
| Covestor Ltd | 516 | $123.0K | 0.07% | +117+29.3% | Added |
| West Oak Capital, LLC | 500 | $119.1K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 500 | $119.1K | 0.09% | −121,015−99.6% | Reduced |
| Fulcrum Asset Management LLP | 494 | $117.7K | 0.03% | −12−2.4% | Reduced |
| Lowe Wealth Advisors, LLC | 491 | $116.9K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 478 | $113.8K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 476 | $113.4K | 0.00% | −13−2.7% | Reduced |
| Gen-Wealth Partners Inc | 462 | $110.0K | 0.04% | +337+269.6% | Added |
| Trust Co of Toledo NA | 450 | $107.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 434 | $103.4K | 0.00% | −4,281−90.8% | Reduced |
| Financial Network Wealth Advisors LLC | 427 | $101.7K | 0.11% | +33+8.4% | Added |
| Clearstead Advisors, LLC | 425 | $101.2K | 0.00% | −240−36.1% | Reduced |
| First Command Advisory Services, Inc. | 425 | $101.2K | 0.00% | +35+9.0% | Added |
| AdvisorNet Financial, Inc | 423 | $100.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 421 | $100.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 414 | $98.6K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 403 | $96.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 374 | $89.0K | 0.01% | +292+356.1% | Added |
| Bangor Savings Bank | 364 | $86.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 361 | $86.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 360 | $86.1K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 361 | $86.0K | 0.00% | +332+1,144.8% | Added |
| Pinnacle Bancorp, Inc. | 354 | $84.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 352 | $83.8K | 0.01% | +2+0.6% | Added |
| First PREMIER Bank | 330 | $79.0K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 331 | $78.8K | 0.00% | +10+3.1% | Added |
| Measured Wealth Private Client Group, LLC | 324 | $77.2K | 0.02% | +324 | New |
| Onefund, LLC | 319 | $76.0K | 0.05% | +10+3.2% | Added |
| Montag A & Associates Inc | 311 | $74.4K | 0.00% | +11+3.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 311 | $74.1K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $73.8K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $71.5K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $70.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $70.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 297 | $69.7K | 0.00% | −1,160−79.6% | Reduced |
| Webster Bank, N. A. | 273 | $65.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 265 | $63.0K | 0.04% | −74−21.8% | Reduced |
| Trust Co of Vermont | 255 | $60.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 253 | $60.3K | 0.00% | +24+10.5% | Added |
| Global X Japan Co., Ltd. | 253 | $60.3K | 0.01% | +70+38.3% | Added |
| True Wealth Design, LLC | 241 | $57.4K | 0.02% | +59+32.4% | Added |
| Root Financial Partners, LLC | 239 | $57.0K | 0.00% | +239 | New |
| Blume Capital Management, Inc. | 229 | $54.5K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 229 | $54.5K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $53.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $53.8K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 224 | $53.4K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 219 | $52.2K | 0.01% | −10−4.4% | Reduced |
| Central Pacific Bank - Trust Division | 215 | $51.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 215 | $51.2K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 214 | $50.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 212 | $50.5K | 0.04% | −4−1.9% | Reduced |
| Clear Street Markets LLC | 201 | $47.9K | 0.02% | +122+154.4% | Added |
| Curio Wealth, LLC | 200 | $47.6K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 199 | $47.4K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 196 | $46.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 192 | $45.7K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 183 | $43.6K | 0.02% | +61+50.0% | Added |
| ORG Partners LLC | 181 | $43.6K | 0.01% | +66+57.4% | Added |
| Cape Investment Advisory, Inc. | 181 | $43.1K | 0.04% | +5+2.8% | Added |
| Stephenson National Bank & Trust | 179 | $42.6K | 0.01% | +18+11.2% | Added |
| Rothschild Investment LLC | 177 | $42.2K | 0.00% | −2−1.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 175 | $42.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 174 | $41.5K | 0.01% | +26+17.6% | Added |
| Smithfield Trust Co | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 170 | $40.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 164 | $39.1K | 0.01% | +9+5.8% | Added |
| Stuart Chaussee & Associates, Inc. | 163 | $38.8K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 162 | $38.6K | 0.03% | +38+30.6% | Added |
| Principia Wealth Advisory, LLC | 160 | $38.1K | 0.03% | +157+5,233.3% | Added |
| Manchester Capital Management LLC | 158 | $37.6K | 0.01% | −5−3.1% | Reduced |
| Ogorek Anthony Joseph | 157 | $37.0K | 0.01% | +1+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $36.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 154 | $36.0K | 0.00% | +14+10.0% | Added |
| Evergreen Private Wealth LLC | 141 | $33.6K | 0.01% | +4+2.9% | Added |
| Salomon & Ludwin, LLC | 140 | $32.9K | 0.00% | +33+30.8% | Added |
| CVA Family Office, LLC | 135 | $32.2K | 0.00% | +9+7.1% | Added |
| Crewe Advisors LLC | 134 | $31.9K | 0.00% | +134 | New |
| CoreCap Advisors, LLC | 130 | $31.0K | 0.00% | −4−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 128 | $30.5K | 0.00% | −15−10.5% | Reduced |
| Minot DeBlois Advisors LLC | 125 | $29.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 123 | $29.3K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 120 | $28.6K | 0.01% | +120 | New |
| Valued Wealth Advisors LLC | 117 | $28.0K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 115 | $27.4K | 0.00% | −22,810−99.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 115 | $27.3K | 0.00% | +53+85.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 113 | $27.0K | 0.00% | −33−22.6% | Reduced |
| Mascoma Wealth Management LLC | 111 | $26.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 106 | $25.2K | 0.00% | +106 | New |
| Richardson Capital Management LLC | 100 | $23.8K | 0.01% | 00.0% | Unchanged |