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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 16,880 | $4.02M | 0.02% | −1,536−8.3% | Reduced |
| Security National Bank | 16,852 | $4.01M | 0.61% | −376−2.2% | Reduced |
| Yousif Capital Management, LLC | 16,765 | $3.99M | 0.04% | −1,676−9.1% | Reduced |
| State of Alaska, Department of Revenue | 16,530 | $3.94M | 0.04% | −666−3.9% | Reduced |
| Middleton & Co Inc | 16,365 | $3.90M | 0.42% | −575−3.4% | Reduced |
| CIBC Bancorp USA Inc. | 16,171 | $3.85M | 0.02% | +16,171 | New |
| Bryn Mawr Trust Co | 15,602 | $3.72M | 0.09% | −50−0.3% | Reduced |
| Woodline Partners LP | 15,480 | $3.69M | 0.02% | +2,774+21.8% | Added |
| First National Advisers, LLC | 15,209 | $3.62M | 0.49% | −1,362−8.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,163 | $3.61M | 0.27% | +15,163 | New |
| Nissay Asset Management Corp | 15,136 | $3.60M | 0.02% | +175+1.2% | Added |
| Intrust Bank NA | 15,085 | $3.59M | 0.30% | −537−3.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,048 | $3.58M | 0.04% | +7,287+93.9% | Added |
| JustInvest LLC | 14,822 | $3.53M | 0.04% | −240−1.6% | Reduced |
| Second Line Capital, LLC | 14,487 | $3.46M | 0.72% | +203+1.4% | Added |
| Advisory Services Network, LLC | 14,510 | $3.46M | 0.05% | −9−0.1% | Reduced |
| Dean Investment Associates, LLC | 14,381 | $3.43M | 0.48% | +881+6.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 14,347 | $3.42M | 0.18% | +14,347 | New |
| Pittenger & Anderson Inc | 14,245 | $3.39M | 0.12% | +14,245 | New |
| Guardian Wealth Advisors, LLC | 14,216 | $3.39M | 0.22% | +219+1.6% | Added |
| Modern Wealth Management, LLC | 14,175 | $3.38M | 0.07% | +55+0.4% | Added |
| Sanctuary Advisors, LLC | 13,662 | $3.25M | 0.02% | −290−2.1% | Reduced |
| UniSuper Management Pty Ltd | 13,626 | $3.25M | 0.02% | +1,489+12.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 13,450 | $3.20M | 0.34% | +13,450 | New |
| Occudo Quantitative Strategies LP | 13,426 | $3.20M | 0.39% | +13,426 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,478 | $3.20M | 0.02% | +855+6.8% | Added |
| Mercer Global Advisors Inc | 13,408 | $3.19M | 0.01% | +2,079+18.4% | Added |
| Oregon Public Employees Retirement Fund | 13,383 | $3.19M | 0.04% | +3,248+32.0% | Added |
| Generali Asset Management SPA SGR | 13,368 | $3.18M | 0.07% | +1,239+10.2% | Added |
| BDF-Gestion | 13,257 | $3.16M | 0.38% | −2,758−17.2% | Reduced |
| Regions Financial Corp | 13,094 | $3.12M | 0.02% | +86+0.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $3.07M | 1.65% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12,913 | $3.06M | 0.68% | +67+0.5% | Added |
| Brinker Capital Investments, LLC | 12,836 | $3.06M | 0.02% | −63−0.5% | Reduced |
| HBK Sorce Advisory LLC | 13,196 | $3.05M | 0.08% | −104−0.8% | Reduced |
| Flputnam Investment Management Co | 12,797 | $3.05M | 0.05% | −651−4.8% | Reduced |
| OP Asset Management Ltd | 12,757 | $3.04M | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,699 | $3.02M | 0.03% | −774−5.7% | Reduced |
| Siemens Fonds Invest GmbH | 12,684 | $3.02M | 0.17% | +2,151+20.4% | Added |
| NEOS Investment Management LLC | 12,592 | $3.00M | 0.02% | +3,924+45.3% | Added |
| Agf Management Ltd | 12,412 | $2.96M | 0.01% | −570−4.4% | Reduced |
| Los Angeles Capital Management LLC | 12,166 | $2.90M | 0.01% | −19,358−61.4% | Reduced |
| Pinnacle Associates Ltd | 12,134 | $2.89M | 0.04% | +11+0.1% | Added |
| Bell Asset Management Ltd | 12,030 | $2.87M | 0.78% | −6,348−34.5% | Reduced |
| Oppenheimer Asset Management Inc. | 11,984 | $2.85M | 0.03% | −89−0.7% | Reduced |
| Appleton Partners Inc | 11,983 | $2.85M | 0.19% | −662−5.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 11,893 | $2.83M | 1.64% | −183−1.5% | Reduced |
| Horizon Investments, LLC | 11,714 | $2.79M | 0.04% | −181−1.5% | Reduced |
| Roundview Capital LLC | 11,669 | $2.78M | 0.18% | +20.0% | Added |
| Kestra Advisory Services, LLC | 11,626 | $2.77M | 0.01% | +247+2.2% | Added |
| Kinneret Advisory, LLC | 11,485 | $2.75M | 0.23% | −51−0.4% | Reduced |
| Lecap Asset Management Ltd | 11,357 | $2.70M | 0.94% | +11,357 | New |
| Concurrent Investment Advisors, LLC | 11,257 | $2.68M | 0.05% | −644−5.4% | Reduced |
| Westpac Banking Corp | 11,175 | $2.66M | 0.16% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,165 | $2.66M | 0.04% | +224+2.0% | Added |
| Two Sigma Investments, LP | 11,112 | $2.65M | 0.00% | +3,522+46.4% | Added |
| Merit Financial Group, LLC | 11,103 | $2.64M | 0.02% | −331−2.9% | 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 |
| Intech Investment Management LLC | 10,571 | $2.52M | 0.02% | −12,345−53.9% | Reduced |
| American Trust | 10,558 | $2.51M | 0.21% | −209−1.9% | Reduced |
| Rafferty Asset Management, LLC | 10,545 | $2.51M | 0.01% | −62−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 10,323 | $2.46M | 0.17% | −845−7.6% | Reduced |
| Millennium Management LLC | 10,315 | $2.46M | 0.00% | −321,828−96.9% | Reduced |
| Fiduciary Trust Co | 10,286 | $2.45M | 0.03% | +1,023+11.0% | Added |
| Wimmer Associates 1, LLC | 10,135 | $2.41M | 1.16% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 10,112 | $2.41M | 0.01% | +1,118+12.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,044 | $2.39M | 0.02% | −6,662−39.9% | Reduced |
| Hantz Financial Services, Inc. | 9,960 | $2.37M | 0.04% | −406−3.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 9,939 | $2.37M | 0.37% | −85−0.8% | Reduced |
| Greenleaf Trust | 9,796 | $2.33M | 0.02% | −36−0.4% | Reduced |
| TownSquare Capital, LLC | 9,688 | $2.31M | 0.35% | −1,856−16.1% | Reduced |
| Janney Montgomery Scott LLC | 9,618 | $2.29M | 0.01% | −65−0.7% | Reduced |
| Susquehanna International Group, LLP | 9,600 | $2.29M | 0.00% | −3,479−26.6% | Reduced |
| Waterloo Capital, L.P. | 9,595 | $2.29M | 0.17% | +138+1.5% | Added |
| Pacer Advisors, Inc. | 9,502 | $2.26M | 0.01% | −5,606−37.1% | Reduced |
| Lantz Financial LLC | 9,493 | $2.26M | 0.50% | −27−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,172 | $2.19M | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 8,531 | $2.18M | 0.04% | +411+5.1% | Added |
| Oak Thistle LLC | 9,083 | $2.16M | 0.33% | −7,394−44.9% | Reduced |
| Holocene Advisors, LP | 8,984 | $2.14M | 0.00% | +6,405+248.4% | Added |
| Avanza Fonder AB | 8,940 | $2.13M | 0.06% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 8,956 | $2.13M | 0.04% | +4,391+96.2% | Added |
| Leavell Investment Management, Inc. | 8,883 | $2.12M | 0.09% | +251+2.9% | Added |
| Railway Pension Investments Ltd | 8,900 | $2.12M | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 8,809 | $2.10M | 0.01% | +8,809 | New |
| Investment Management Corp of Ontario | 8,791 | $2.09M | 0.03% | −7,267−45.3% | Reduced |
| Valley National Advisers Inc | 8,719 | $2.08M | 0.32% | +8,719 | New |
| 1832 Asset Management L.P. | 8,683 | $2.07M | 0.00% | +829+10.6% | Added |
| Tredje AP-fonden | 8,623 | $2.05M | 0.02% | −12,055−58.3% | Reduced |
| Logan Capital Management Inc | 8,514 | $2.03M | 0.09% | −352−4.0% | Reduced |
| Park Place Capital Corp | 8,426 | $2.01M | 0.42% | −112−1.3% | Reduced |
| CWM, LLC | 8,407 | $2.00M | 0.01% | +580+7.4% | Added |
| Adviser Investments LLC | 8,354 | $1.99M | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 8,342 | $1.99M | 0.25% | −64−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,298 | $1.98M | 0.01% | −556−6.3% | Reduced |
| Ossiam | 8,230 | $1.96M | 0.03% | +4,766+137.6% | Added |
| Naples Global Advisors, LLC | 8,181 | $1.96M | 0.15% | −70−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,164 | $1.95M | 0.05% | +2,116+35.0% | Added |
| Park Avenue Securities LLC | 7,987 | $1.90M | 0.01% | −1,166−12.7% | Reduced |
| Sentry LLC | 7,948 | $1.89M | 0.47% | 00.0% | Unchanged |