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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 7,929 | $1.89M | 0.02% | −1,590−16.7% | Reduced |
| CAPROCK Group, Inc. | 7,301 | $1.87M | 0.05% | +7,301 | New |
| Metis Global Partners, LLC | 7,829 | $1.86M | 0.04% | −318−3.9% | Reduced |
| Alps Advisors Inc | 7,809 | $1.86M | 0.01% | +6,233+395.5% | Added |
| Wellington Management Group LLP | 7,795 | $1.86M | 0.00% | +334+4.5% | Added |
| Norinchukin Bank, The | 7,748 | $1.85M | 0.02% | +286+3.8% | Added |
| Dean Capital Management | 7,353 | $1.75M | 0.68% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 7,343 | $1.75M | 0.16% | −42−0.6% | Reduced |
| Kentucky Retirement Systems | 7,316 | $1.74M | 0.05% | −186−2.5% | Reduced |
| Whittier Trust Co | 7,411 | $1.74M | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7,243 | $1.73M | 0.09% | −5,120−41.4% | Reduced |
| First National Trust Co | 7,200 | $1.71M | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,190 | $1.71M | 0.03% | +7,024+4,231.3% | Added |
| Johnson Investment Counsel Inc | 7,189 | $1.71M | 0.01% | +2,365+49.0% | Added |
| Boyar Asset Management Inc. | 7,182 | $1.71M | 1.08% | 00.0% | Unchanged |
| Groupama Asset Managment | 7,142 | $1.70M | 0.02% | +5,257+278.9% | Added |
| Verition Fund Management LLC | 7,124 | $1.70M | 0.01% | +2,204+44.8% | Added |
| Nicholson Wealth Management Group, LLC | 7,036 | $1.68M | 0.98% | +359+5.4% | Added |
| Birch Hill Investment Advisors LLC | 7,028 | $1.67M | 0.07% | +3,613+105.8% | Added |
| Thrivent Financial for Lutherans | 7,005 | $1.67M | 0.00% | +758+12.1% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.67M | 0.18% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 6,933 | $1.65M | 0.64% | −96−1.4% | Reduced |
| Hartford Investment Management Co | 6,889 | $1.64M | 0.05% | −217−3.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,841 | $1.63M | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,830 | $1.63M | 0.11% | −163−2.3% | Reduced |
| Copeland Capital Management, LLC | 6,740 | $1.61M | 0.03% | −536−7.4% | Reduced |
| Callan Family Office, LLC | 6,644 | $1.58M | 0.05% | −147−2.2% | Reduced |
| Bessemer Group Inc | 6,640 | $1.58M | 0.00% | +2,992+82.0% | Added |
| Machina Capital S.A.S. | 6,641 | $1.58M | 0.28% | −2,046−23.6% | Reduced |
| Vontobel Holding Ltd. | 6,600 | $1.57M | 0.00% | −898−12.0% | Reduced |
| Impax Asset Management Group plc | 6,403 | $1.53M | 0.01% | +2,253+54.3% | Added |
| Kesler, Norman & Wride, LLC | 6,654 | $1.50M | 0.30% | −98−1.5% | Reduced |
| Wetherby Asset Management Inc | 6,297 | $1.50M | 0.06% | −24−0.4% | Reduced |
| Simplicity Wealth,LLC | 6,211 | $1.48M | 0.09% | −2,679−30.1% | Reduced |
| Lord & Richards Wealth Management, LLC | 6,187 | $1.47M | 1.35% | +683+12.4% | Added |
| Jones Financial Companies LLLP | 6,221 | $1.47M | 0.00% | +1,060+20.5% | Added |
| Louisiana State Employees Retirement System | 6,100 | $1.45M | 0.02% | −100−1.6% | Reduced |
| Dakota Wealth Management | 6,085 | $1.45M | 0.03% | +1,374+29.2% | Added |
| Crawford Investment Counsel Inc | 6,081 | $1.45M | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,047 | $1.44M | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 6,041 | $1.44M | 0.72% | −100−1.6% | Reduced |
| NBC Securities, Inc. | 6,008 | $1.43M | 0.11% | +42+0.7% | Added |
| Atomi Financial Group, Inc. | 5,997 | $1.43M | 0.05% | +153+2.6% | Added |
| First Citizens Bank & Trust Co | 5,959 | $1.42M | 0.03% | −2,395−28.7% | Reduced |
| Spears Abacus Advisors LLC | 5,877 | $1.40M | 0.03% | +6+0.1% | Added |
| Mirabaud Asset Management Ltd | 5,849 | $1.39M | 0.67% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,804 | $1.38M | 0.02% | +13+0.2% | Added |
| Gulf International Bank (UK) Ltd | 5,719 | $1.36M | 0.04% | −156−2.7% | Reduced |
| SNS Financial Group, LLC | 5,659 | $1.35M | 0.12% | −79−1.4% | Reduced |
| Maryland State Retirement & Pension System | 5,664 | $1.35M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,641 | $1.34M | 0.04% | −515−8.4% | Reduced |
| Dark Forest Capital Management LP | 5,620 | $1.34M | 0.05% | −6,263−52.7% | Reduced |
| Bullock Wealth Management Group | 5,698 | $1.34M | 0.67% | +6+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,494 | $1.31M | 0.00% | −21,283−79.5% | Reduced |
| Farther Finance Advisors, LLC | 5,494 | $1.31M | 0.02% | −36−0.7% | Reduced |
| QRG Capital Management, Inc. | 5,488 | $1.31M | 0.02% | −2,542−31.7% | Reduced |
| Centaurus Financial, Inc. | 5,471 | $1.30M | 0.06% | −74−1.3% | Reduced |
| Dynasty Wealth Management, LLC | 5,461 | $1.30M | 0.02% | −1,007−15.6% | Reduced |
| Vident Advisory, LLC | 5,459 | $1.30M | 0.01% | +279+5.4% | Added |
| E. Ohman J:or Asset Management AB | 5,450 | $1.30M | 0.03% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 5,423 | $1.29M | 0.22% | −582−9.7% | Reduced |
| CIBC World Markets Inc. | 5,395 | $1.28M | 0.00% | +294+5.8% | Added |
| Sumitomo Life Insurance Co | 5,391 | $1.28M | 0.04% | +5,391 | New |
| HB Wealth Management, LLC | 5,367 | $1.28M | 0.01% | +299+5.9% | Added |
| Cedar Mountain Advisors, LLC | 5,358 | $1.28M | 0.25% | +1,649+44.5% | Added |
| New Mexico Educational Retirement Board | 5,350 | $1.27M | 0.04% | −100−1.8% | Reduced |
| Savant Capital, LLC | 5,334 | $1.27M | 0.01% | +117+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,385 | $1.26M | 0.00% | −82−1.5% | Reduced |
| Cynosure Management, LLC | 5,252 | $1.25M | 0.14% | −5,601−51.6% | Reduced |
| LVW Advisors, LLC | 5,233 | $1.25M | 0.13% | +7+0.1% | Added |
| Summit Trail Advisors, LLC | 5,219 | $1.25M | 0.02% | +4,309+473.5% | Added |
| Ostrum Asset Management | 5,222 | $1.24M | 0.06% | −314−5.7% | Reduced |
| iA Global Asset Management Inc. | 5,205 | $1.24M | 0.02% | +692+15.3% | Added |
| Keeler Thomas Management LLC | 5,103 | $1.22M | 0.50% | +89+1.8% | Added |
| Orser Capital Management, LLC | 5,088 | $1.21M | 0.67% | +5,088 | New |
| Vestcor Inc | 5,060 | $1.21M | 0.04% | +1,243+32.6% | Added |
| HighPoint Advisor Group LLC | 5,038 | $1.20M | 0.06% | +152+3.1% | Added |
| Principal Securities, Inc. | 4,996 | $1.19M | 0.02% | −143−2.8% | Reduced |
| GAMMA Investing LLC | 4,994 | $1.19M | 0.07% | +550+12.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,793 | $1.16M | 0.06% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 4,766 | $1.14M | 0.05% | +4,766 | New |
| Prospera Financial Services Inc | 4,728 | $1.13M | 0.02% | 00.0% | Unchanged |
| SWMG, LLC | 4,839 | $1.12M | 0.34% | +1,218+33.6% | Added |
| Burling Wealth Partners, LLC | 4,688 | $1.12M | 0.18% | −205−4.2% | Reduced |
| Silvercrest Asset Management Group LLC | 4,687 | $1.12M | 0.01% | −86−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,637 | $1.10M | 0.00% | −48−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 4,627 | $1.10M | 0.01% | +1,832+65.5% | Added |
| Marshall Wace, LLP | 4,613 | $1.10M | 0.00% | +4,613 | New |
| Sienna Gestion | 5,048 | $1.10M | 0.08% | −47,736−90.4% | Reduced |
| Menard Financial Group LLC | 4,581 | $1.09M | 0.73% | −26−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,442 | $1.06M | 0.18% | +2,130+92.1% | Added |
| Eukles Asset Management | 4,436 | $1.06M | 0.41% | +69+1.6% | Added |
| Picton Mahoney Asset Management | 4,383 | $1.04M | 0.01% | +4,383 | New |
| Tiaa Trust, National Association | 4,366 | $1.04M | 0.00% | −179−3.9% | Reduced |
| 111 Capital | 4,361 | $1.04M | 0.20% | +4,361 | New |
| Allstate Corp | 4,323 | $1.03M | 0.02% | +4,323 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 4,320 | $1.03M | 0.01% | +4,320 | New |
| R Squared Ltd | 4,300 | $1.02M | 0.44% | +4,300 | New |
| Geneos Wealth Management Inc. | 4,279 | $1.02M | 0.03% | +141+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,273 | $1.02M | 0.04% | 00.0% | Unchanged |