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 |
|---|---|---|---|---|---|
| Baader Bank INC | 1,624 | $386.4K | 0.03% | +1,624 | New |
| Strategy Asset Managers LLC | 1,622 | $386.4K | 0.07% | −6−0.4% | Reduced |
| Everpar Advisors LLC | 1,622 | $386.3K | 0.15% | −137−7.8% | Reduced |
| Pitcairn Co | 1,621 | $386.1K | 0.03% | −528−24.6% | Reduced |
| Ninety One North America, Inc. | 1,612 | $383.9K | 0.02% | −536−25.0% | Reduced |
| Walleye Capital LLC | 1,612 | $383.9K | 0.00% | +577+55.7% | Added |
| Moneta Group Investment Advisors LLC | 1,608 | $383.0K | 0.00% | +61+3.9% | Added |
| Martingale Asset Management L P | 1,606 | $382.5K | 0.01% | −84−5.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,605 | $382.3K | 0.03% | +13+0.8% | Added |
| Hall Laurie J Trustee | 1,600 | $381.1K | 0.12% | −100−5.9% | Reduced |
| Arcadia Investment Management Corp | 1,600 | $381.1K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,598 | $380.6K | 0.01% | −508−24.1% | Reduced |
| Fisher Asset Management, LLC | 1,587 | $378.2K | 0.00% | +307+24.0% | Added |
| Private Trust Co NA | 1,577 | $375.6K | 0.03% | +21+1.3% | Added |
| Campion Asset Management LLC | 1,565 | $372.7K | 0.26% | 00.0% | Unchanged |
| Tema ETFs LLC | 1,563 | $372.3K | 0.03% | +1,563 | New |
| Washington Trust Bank | 1,560 | $371.5K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,557 | $370.8K | 0.01% | −18−1.1% | Reduced |
| Union Bancaire Privee, UBP SA | 1,571 | $370.8K | 0.01% | +134+9.3% | Added |
| Brevan Howard Capital Management LP | 1,550 | $369.2K | 0.01% | −2,939−65.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,547 | $368.5K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,534 | $365.4K | 0.07% | −50−3.2% | Reduced |
| BSW Wealth Partners | 1,531 | $364.7K | 0.05% | +125+8.9% | Added |
| National Asset Management, Inc. | 1,518 | $361.6K | 0.02% | −233−13.3% | Reduced |
| Belpointe Asset Management LLC | 1,504 | $358.4K | 0.01% | −313−17.2% | Reduced |
| Brogan Financial, Inc. | 1,504 | $358.3K | 0.15% | −96−6.0% | Reduced |
| Shore Point Advisors, LLC | 1,504 | $358.2K | 0.16% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $357.3K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,500 | $357.3K | 0.05% | +41+2.8% | Added |
| Diversified Enterprises, LLC | 1,492 | $355.4K | 0.02% | +355+31.2% | Added |
| Stonehearth Capital Management, LLC | 1,480 | $352.5K | 0.14% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,479 | $352.3K | 0.00% | −12,008−89.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,465 | $348.9K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,474 | $344.6K | 0.01% | +262+21.6% | Added |
| AE Wealth Management LLC | 1,444 | $344.0K | 0.00% | −41−2.8% | Reduced |
| Traphagen Investment Advisors LLC | 1,431 | $340.8K | 0.03% | −13−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,429 | $340.3K | 0.01% | −4−0.3% | Reduced |
| Radnor Capital Management, LLC | 1,407 | $335.1K | 0.05% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,406 | $334.8K | 0.14% | −159−10.2% | Reduced |
| Clark Financial Services Group Inc | 1,403 | $334.2K | 0.18% | +219+18.5% | Added |
| Foundations Investment Advisors, LLC | 1,401 | $333.6K | 0.00% | +137+10.8% | Added |
| LaSalle St. Investment Advisors, LLC | 1,391 | $331.0K | 0.06% | +1,391 | New |
| Atwater Malick LLC | 1,386 | $330.1K | 0.10% | −49−3.4% | Reduced |
| Fulton Bank, N.A. | 1,374 | $327.2K | 0.01% | −1,473−51.7% | Reduced |
| Kathmere Capital Management, LLC | 1,372 | $326.8K | 0.02% | +1,372 | New |
| Apella Capital, LLC | 1,441 | $326.2K | 0.01% | −37−2.5% | Reduced |
| TCG Advisory Services, LLC | 1,361 | $324.1K | 0.01% | +1,361 | New |
| Atlas Brown,Inc. | 1,359 | $323.7K | 0.10% | +1+0.1% | Added |
| Ewa, LLC | 1,358 | $323.4K | 0.09% | +15+1.1% | Added |
| Inscription Capital, LLC | 1,355 | $322.7K | 0.03% | +326+31.7% | Added |
| QSV Equity Investors LLC | 1,339 | $318.9K | 0.33% | −29−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,332 | $317.3K | 0.01% | −46−3.3% | Reduced |
| Resources Management Corp | 1,325 | $316.0K | 0.04% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,314 | $313.0K | 0.02% | +1,314 | New |
| Ascent Wealth Partners, LLC | 1,311 | $312.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,306 | $311.0K | 0.01% | −602−31.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,301 | $309.8K | 0.01% | +4+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 1,299 | $309.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,296 | $308.7K | 0.01% | +186+16.8% | Added |
| Profund Advisors LLC | 1,288 | $306.8K | 0.01% | −180−12.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,286 | $306.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,286 | $306.2K | 0.00% | +50+4.0% | Added |
| D.A. Davidson & Co. | 1,284 | $305.8K | 0.00% | +232+22.1% | Added |
| Quotient Wealth Partners, LLC | 1,275 | $303.7K | 0.01% | −180−12.4% | Reduced |
| Advisor OS, LLC | 1,272 | $303.1K | 0.03% | +24+1.9% | Added |
| Stevens Capital Management LP | 1,266 | $302.0K | 0.04% | +1,266 | New |
| GPS Wealth Strategies Group, LLC | 1,261 | $300.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,241 | $295.4K | 0.03% | −9−0.7% | Reduced |
| Skopos Labs, Inc. | 1,233 | $295.0K | 0.04% | −48−3.7% | Reduced |
| Petros Family Wealth, LLC | 1,222 | $291.0K | 0.24% | +3+0.2% | Added |
| Nilsine Partners, LLC | 1,218 | $290.1K | 0.03% | +28+2.4% | Added |
| Smartleaf Asset Management LLC | 1,213 | $288.3K | 0.02% | +619+104.2% | Added |
| Gateway Investment Advisers LLC | 1,208 | $287.8K | 0.00% | +1,208 | New |
| Greykasell Wealth Strategies, Inc. | 1,205 | $287.0K | 0.12% | 00.0% | Unchanged |
| Courier Capital LLC | 1,205 | $287.0K | 0.02% | +66+5.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,200 | $285.8K | 0.16% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,200 | $285.8K | 0.02% | +1,200 | New |
| Grove Street Fiduciary, LLC | 1,199 | $285.6K | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,197 | $285.2K | 0.00% | −1,058−46.9% | Reduced |
| Equitable Trust Co | 1,189 | $283.2K | 0.01% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,188 | $283.0K | 0.03% | −50−4.0% | Reduced |
| Stephens Inc | 1,187 | $282.7K | 0.00% | +7+0.6% | Added |
| 1858 Wealth Management, LLC | 1,185 | $282.2K | 0.20% | −431−26.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,184 | $282.0K | 0.56% | −14,339−92.4% | Reduced |
| Crestwood Advisors Group LLC | 1,183 | $281.8K | 0.00% | +302+34.3% | Added |
| Moody Aldrich Partners LLC | 1,166 | $277.7K | 0.05% | −5−0.4% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,164 | $277.2K | 0.49% | +37+3.3% | Added |
| Choate Investment Advisors | 1,158 | $275.8K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 1,155 | $275.1K | 0.30% | +1,155 | New |
| Cigna Investments Inc | 1,154 | $275.0K | 0.04% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,153 | $274.6K | 0.10% | −1−0.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,152 | $274.5K | 0.14% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,150 | $274.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,142 | $272.0K | 0.01% | −204−15.2% | Reduced |
| Park National Corp | 1,132 | $269.6K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,137 | $269.0K | 0.07% | +62+5.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,119 | $267.0K | 0.03% | +1,119 | New |
| Davies Financial Advisors, Inc. | 1,119 | $266.5K | 0.22% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,116 | $265.8K | 0.01% | −39−3.4% | Reduced |
| Brasada Capital Management, LP | 1,130 | $264.1K | 0.04% | 00.0% | Unchanged |