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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.

Institutional holdersQ3 2025: 1,105 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ3 2025: $25.1B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ami Asset Management Corp2,477$589.9K0.03%−13−0.5%Reduced
Norden Group LLC2,468$587.8K0.06%+552+28.8%Added
Ellevest, Inc.2,464$586.9K0.08%−219−8.2%Reduced
Sompo Asset Management Co., Ltd.2,460$585.9K0.10%00.0%Unchanged
One + One Wealth Management, LLC2,437$580.4K0.28%−169−6.5%Reduced
Simmons Bank2,423$577.1K0.04%−35−1.4%Reduced
Argent Trust Co2,422$576.8K0.02%−44−1.8%Reduced
Rehmann Capital Advisory Group2,397$572.4K0.03%+728+43.6%Added
Chicago Partners Investment Group LLC2,490$572.3K0.01%+1,009+68.1%Added
Brighton Jones LLC2,384$567.7K0.01%+58+2.5%Added
Segment Wealth Management, LLC2,371$564.7K0.03%00.0%Unchanged
Pensionmark Financial Group, LLC2,369$564.2K0.01%−212−8.2%Reduced
TD Private Client Wealth LLC2,367$563.9K0.01%−242−9.3%Reduced
Miracle Mile Advisors, LLC2,362$562.6K0.01%+37+1.6%Added
SeaBridge Investment Advisors LLC2,344$558.3K0.09%00.0%Unchanged
Catalytic Wealth RIA, LLC2,342$557.8K0.02%+2,342New
Sowell Financial Services LLC2,340$557.4K0.02%+28+1.2%Added
Voleon Capital Management LP2,274$541.6K0.01%−9,281−80.3%Reduced
Exchange Bank2,250$535.9K0.37%00.0%Unchanged
MUFG Securities EMEA plc2,242$534.0K0.01%+1,897+549.9%Added
Mount Yale Investment Advisors, LLC2,198$525.7K0.04%+2,158+5,395.0%Added
Snowden Capital Advisors LLC2,194$524.8K0.01%−189−7.9%Reduced
Mather Group, LLC.2,202$524.5K0.01%+91+4.3%Added
Equitable Holdings, Inc.2,201$524.2K0.00%+721+48.7%Added
Maridea Wealth Management LLC2,272$524.1K0.08%+2,272New
Court Place Advisors, LLC2,170$516.8K0.16%00.0%Unchanged
Dorsey & Whitney Trust CO LLC2,168$516.4K0.03%−92−4.1%Reduced
Bryce Point Capital, LLC2,162$514.9K0.63%+2,162New
Diversify Advisory Services, LLC2,316$512.2K0.02%−1,447−38.5%Reduced
Qtron Investments LLC2,146$511.1K0.06%−416−16.2%Reduced
Baker Ellis Asset Management LLC2,131$507.5K0.06%+2,131New
Heritage Wealth Advisors2,130$507.3K0.02%00.0%Unchanged
Panagora Asset Management Inc2,117$504.2K0.00%−2,358−52.7%Reduced
Private Advisor Group, LLC2,106$501.6K0.00%+111+5.6%Added
Second Half Financial Partners, LLC2,104$501.1K0.22%+102+5.1%Added
Signaturefd, LLC2,090$497.8K0.01%+45+2.2%Added
MQS Management LLC2,045$487.1K0.28%−822−28.7%Reduced
Exchange Traded Concepts, LLC2,042$486.3K0.00%+1,434+235.9%Added
Spire Wealth Management2,041$486.0K0.02%−42−2.0%Reduced
IFP Advisors, Inc2,022$481.6K0.01%−114−5.3%Reduced
Portside Wealth Group, LLC2,019$480.9K0.07%−98−4.6%Reduced
U.S. Capital Wealth Advisors, LLC2,017$480.4K0.01%+193+10.6%Added
Tectonic Advisors LLC2,012$479.3K0.03%+40+2.0%Added
Leeward Financial Partners, LLC2,000$476.3K0.14%00.0%Unchanged
Renasant Bank1,995$475.1K0.30%−46−2.3%Reduced
Change Path, LLC1,985$472.8K0.01%−927−31.8%Reduced
Huntington National Bank1,980$471.6K0.00%−189−8.7%Reduced
Patriot Financial Group Insurance Agency, LLC1,956$465.8K0.06%−423−17.8%Reduced
Financial Management Professionals, Inc.1,939$463.7K0.05%+949+95.9%Added
Canada Post Corp Registered Pension Plan1,950$463.4K0.02%00.0%Unchanged
Meyer Handelman Co1,945$463.2K0.01%−1,010−34.2%Reduced
Aberdeen Wealth Management LLC1,939$461.8K0.29%00.0%Unchanged
Maripau Wealth Management LLC1,936$461.2K0.23%−723−27.2%Reduced
Sunburst Financial Group, LLC1,932$460.2K0.10%+220+12.9%Added
Main Street Financial Solutions, LLC1,896$451.6K0.03%−7−0.4%Reduced
Acadian Asset Management LLC1,872$445.0K0.00%−72−3.7%Reduced
Silver Oak Securities, Inc1,857$442.3K0.03%+79+4.4%Added
Bridges Investment Management Inc1,844$439.2K0.01%+45+2.5%Added
Wealth Alliance1,843$438.9K0.05%−31−1.7%Reduced
State of Wyoming1,840$438.2K0.05%+1,839+183,900.0%Added
Independence Bank of Kentucky1,820$433.5K0.06%00.0%Unchanged
Ballentine Partners, LLC1,818$433.0K0.01%+43+2.4%Added
Clark Capital Management Group, Inc.1,818$433.0K0.00%+477+35.6%Added
Marco Investment Management LLC1,812$431.6K0.03%−21−1.1%Reduced
Compass Ion Advisors, LLC1,811$431.3K0.04%−3−0.2%Reduced
Brown Brothers Harriman & Co1,809$430.9K0.00%+420+30.2%Added
Optimize Financial Inc1,798$428.2K0.22%+264+17.2%Added
Woodward Diversified Capital, LLC1,796$427.8K0.20%+5+0.3%Added
Eastern Bank1,791$426.6K0.01%00.0%Unchanged
Sepio Capital, LP1,784$424.9K0.03%−18−1.0%Reduced
Mystic Asset Management, Inc.1,780$423.9K0.10%00.0%Unchanged
Ifrah Financial Services, Inc.1,767$420.8K0.11%−35−1.9%Reduced
LBMC Investment Advisors, LLC1,767$420.8K0.03%+1,767New
Redmond Asset Management, LLC1,766$420.6K0.10%−125−6.6%Reduced
Davenport & Co LLC1,760$419.2K0.00%+397+29.1%Added
Texas Capital Bank Wealth Management Services Inc1,758$418.7K0.03%−106−5.7%Reduced
Forza Wealth Management, LLC1,750$416.8K0.16%−750−30.0%Reduced
Voya Financial Advisors, Inc.1,749$415.6K0.04%−248−12.4%Reduced
MONECO Advisors, LLC1,745$415.6K0.03%00.0%Unchanged
Central Trust Co1,744$415.4K0.01%00.0%Unchanged
Chancellor Financial Group WB LP1,739$414.2K0.29%00.0%Unchanged
Warren Averett Asset Management, LLC1,736$413.5K0.00%+43+2.5%Added
Sagespring Wealth Partners, LLC1,736$413.4K0.01%+474+37.6%Added
Tower Research Capital LLC (TRC)1,728$411.6K0.01%+461+36.4%Added
Manning & Napier Advisors LLC1,727$411.3K0.01%−3,856−69.1%Reduced
NorthRock Partners, LLC1,718$409.1K0.01%−346−16.8%Reduced
CWA Asset Management Group, LLC1,713$408.0K0.02%+2+0.1%Added
Advisors Capital Management, LLC1,697$404.4K0.01%+391+29.9%Added
Mitchell McLeod Pugh & Williams Inc1,757$403.8K0.06%−255−12.7%Reduced
Prestige Wealth Management Group LLC1,684$402.7K0.08%00.0%Unchanged
Trust Point Inc.1,682$400.6K0.03%+260+18.3%Added
KFG Wealth Management, LLC1,678$399.6K0.06%+31+1.9%Added
RMB Capital Management, LLC1,668$399.0K0.01%+1+0.1%Added
Optas, LLC1,666$396.8K0.07%+59+3.7%Added
Guggenheim Capital LLC1,665$396.6K0.00%+172+11.5%Added
Keybank National Association1,663$396.1K0.00%−34−2.0%Reduced
Raiffeisen Bank International AG1,641$390.0K0.01%+171+11.6%Added
Journey Strategic Wealth LLC1,635$389.4K0.01%+1,635New
CX Institutional1,633$389.0K0.01%+44+2.8%Added
Empire Financial Management Company, LLC1,624$387.0K0.09%00.0%Unchanged