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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 4,242 | $1.01M | 0.05% | −8−0.2% | Reduced |
| RSM US Wealth Management LLC | 4,211 | $1.01M | 0.01% | −230−5.2% | Reduced |
| Omers Administration Corp | 4,225 | $1.01M | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,121 | $981.5K | 0.46% | +400+10.7% | Added |
| Empirical Finance, LLC | 4,110 | $978.9K | 0.05% | +41+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 4,084 | $972.7K | 0.02% | −5,446−57.1% | Reduced |
| Ritholtz Wealth Management | 4,074 | $970.4K | 0.02% | +275+7.2% | Added |
| NewEdge Wealth, LLC | 4,433 | $969.0K | 0.01% | −10.0% | Reduced |
| Mission Wealth Management, LP | 4,038 | $961.6K | 0.02% | +298+8.0% | Added |
| Biltmore Family Office, LLC | 4,015 | $960.2K | 0.14% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,012 | $955.5K | 0.09% | −1,376−25.5% | Reduced |
| Coastal Bridge Advisors, LLC | 4,011 | $955.2K | 0.07% | +25+0.6% | Added |
| Wall Street Access Asset Management, LLC | 4,005 | $953.9K | 0.24% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $952.7K | 0.34% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,975 | $946.7K | 0.01% | −2,931−42.4% | Reduced |
| Nomura Holdings Inc | 3,944 | $939.3K | 0.00% | +3,944 | New |
| Oppenheimer & Co Inc | 3,925 | $934.8K | 0.01% | −4−0.1% | Reduced |
| JSF Financial, LLC | 3,886 | $925.4K | 0.21% | +256+7.1% | Added |
| DT Investment Partners, LLC | 3,870 | $921.7K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,852 | $917.4K | 0.01% | +1,292+50.5% | Added |
| Fieldview Capital Management, LLC | 3,823 | $910.5K | 0.15% | +3,823 | New |
| Inceptionr LLC | 3,818 | $909.3K | 0.22% | +3,818 | New |
| Ieq Capital, LLC | 3,762 | $896.1K | 0.00% | −6,769−64.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,754 | $894.1K | 0.46% | +6+0.2% | Added |
| MGB Wealth Management, LLC | 3,748 | $892.5K | 0.25% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,733 | $889.1K | 0.01% | −14−0.4% | Reduced |
| Quadrant Capital Group LLC | 3,687 | $878.2K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,675 | $875.3K | 0.01% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 3,626 | $863.6K | 0.25% | +8+0.2% | Added |
| Accredited Investors Inc. | 3,571 | $850.5K | 0.05% | −228−6.0% | Reduced |
| ABLE Financial Group, LLC | 3,512 | $836.5K | 0.18% | −297−7.8% | Reduced |
| Triangle Securities Wealth Management | 3,496 | $832.7K | 0.19% | +270+8.4% | Added |
| East Coast Asset Management, LLC. | 3,488 | $830.8K | 0.26% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,477 | $828.1K | 0.06% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,473 | $827.2K | 0.08% | +3,473 | New |
| Ci Investments Inc. | 3,456 | $823.0K | 0.00% | −72−2.0% | Reduced |
| J. Safra Sarasin Holding AG | 3,448 | $821.2K | 0.01% | −1,540−30.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,430 | $816.9K | 0.01% | +932+37.3% | Added |
| Glenmede Investment Management, LP | 3,298 | $785.5K | 0.00% | +159+5.1% | Added |
| United Advisor Group, LLC | 3,257 | $775.7K | 0.10% | +249+8.3% | Added |
| D.B. Root & Company, LLC | 3,243 | $772.4K | 0.20% | −10.0% | Reduced |
| Vise Technologies, Inc. | 3,235 | $770.4K | 0.03% | −41−1.3% | Reduced |
| Bridgewater Advisors Inc. | 3,546 | $767.7K | 0.05% | +7+0.2% | Added |
| Hilltop Holdings Inc. | 3,201 | $762.3K | 0.04% | −93−2.8% | Reduced |
| Meeder Advisory Services, Inc. | 3,188 | $759.3K | 0.04% | +540+20.4% | Added |
| Guardian Wealth Management, Inc. | 3,187 | $759.1K | 0.45% | −17−0.5% | Reduced |
| IFG Advisory, LLC | 3,176 | $756.5K | 0.03% | −45−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,172 | $755.6K | 0.01% | −79−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,169 | $754.8K | 0.00% | +326+11.5% | Added |
| MUFG Securities Americas Inc. | 3,159 | $752.4K | 0.05% | +556+21.4% | Added |
| Fiduciary Family Office, LLC | 3,132 | $745.9K | 0.21% | +301+10.6% | Added |
| Aaron Wealth Advisors | 3,118 | $742.6K | 0.04% | +3,118 | New |
| Turtle Creek Wealth Advisors, LLC | 3,117 | $742.4K | 0.07% | +433+16.1% | Added |
| SRS Capital Advisors, Inc. | 3,111 | $741.1K | 0.01% | +1,930+163.4% | Added |
| Creekmur Asset Management LLC | 3,103 | $739.0K | 0.12% | −1,127−26.6% | Reduced |
| Atlas Legacy Advisors, LLC | 3,078 | $733.1K | 0.14% | +13+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,067 | $730.5K | 0.05% | −117−3.7% | Reduced |
| Boothbay Fund Management, LLC | 3,047 | $725.7K | 0.02% | +119+4.1% | Added |
| Blueshift Asset Management, LLC | 3,039 | $723.8K | 0.22% | +3,039 | New |
| Clarus Group, Inc. | 2,960 | $704.9K | 0.25% | +9+0.3% | Added |
| Quantbot Technologies LP | 2,958 | $704.5K | 0.02% | −23,477−88.8% | Reduced |
| MorganRosel Wealth Management, LLC | 2,956 | $704.0K | 0.18% | −2,015−40.5% | Reduced |
| Kidder Stephen W | 2,950 | $702.6K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,948 | $702.2K | 0.15% | −77−2.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,938 | $699.7K | 0.05% | +2+0.1% | Added |
| Wedmont Private Capital | 2,918 | $691.3K | 0.03% | +270+10.2% | Added |
| Morningstar Investment Management LLC | 2,902 | $691.0K | 0.03% | +2,902 | New |
| Moody Lynn & Lieberson, LLC | 2,874 | $684.5K | 0.04% | +73+2.6% | Added |
| Buckhead Capital Management LLC | 2,873 | $684.3K | 0.25% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,879 | $680.5K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,856 | $680.2K | 0.02% | +1,137+66.1% | Added |
| Jacobi Capital Management LLC | 2,843 | $677.2K | 0.04% | +37+1.3% | Added |
| Baker Avenue Asset Management, LP | 2,840 | $676.4K | 0.02% | +483+20.5% | Added |
| Dividend Assets Capital, LLC | 2,775 | $660.9K | 0.12% | +225+8.8% | Added |
| WBI Investments | 2,738 | $652.2K | 0.17% | −523−16.0% | Reduced |
| CWS Financial Advisors, LLC | 2,735 | $651.4K | 0.18% | +377+16.0% | Added |
| Chicago Trust Co NA | 2,733 | $650.9K | 0.09% | +5+0.2% | Added |
| Pandora Wealth, Inc. | 2,704 | $644.0K | 0.39% | −402−12.9% | Reduced |
| BHK Investment Advisors, LLC | 2,686 | $639.7K | 0.24% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,681 | $638.5K | 0.00% | −255,354−99.0% | Reduced |
| Alta Capital Management LLC | 2,681 | $638.5K | 0.04% | −48−1.8% | Reduced |
| WealthTrust Axiom LLC | 2,681 | $638.5K | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,670 | $636.0K | 0.01% | +74+2.9% | Added |
| Venturi Wealth Management, LLC | 2,667 | $635.2K | 0.03% | +185+7.5% | Added |
| Gibbs Wealth Management | 2,665 | $634.7K | 0.14% | −565−17.5% | Reduced |
| Unique Wealth, LLC | 2,662 | $634.1K | 0.09% | −290−9.8% | Reduced |
| Rockland Trust Co | 2,642 | $629.2K | 0.03% | +1,205+83.9% | Added |
| Prime Capital Investment Advisors, LLC | 2,635 | $627.5K | 0.01% | +1,044+65.6% | Added |
| Great Lakes Advisors, LLC | 2,630 | $626.4K | 0.01% | −377−12.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,595 | $618.1K | 0.01% | −7,586−74.5% | Reduced |
| Everence Capital Management Inc | 2,596 | $618.0K | 0.04% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 2,590 | $616.8K | 0.17% | +15+0.6% | Added |
| Syon Capital LLC | 2,566 | $611.2K | 0.03% | +1,401+120.3% | Added |
| Shufro Rose & Co LLC | 2,500 | $606.1K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,547 | $606.0K | 0.03% | +1,502+143.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,517 | $599.6K | 0.25% | +85+3.5% | Added |
| Leonteq Securities AG | 2,517 | $599.5K | 0.03% | −2−0.1% | Reduced |
| First Heartland Consultants, Inc. | 2,511 | $598.0K | 0.05% | +172+7.4% | Added |
| Mutual Advisors, LLC | 2,567 | $595.8K | 0.01% | −156−5.7% | Reduced |
| Albion Financial Group | 2,477 | $589.9K | 0.04% | −10.0% | Reduced |