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 |
|---|---|---|---|---|---|
| Hudson Capital Management LLC | 1,104 | $262.9K | 0.07% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,102 | $262.4K | 0.08% | +4+0.4% | Added |
| Key Financial Inc | 1,117 | $262.0K | 0.05% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,100 | $262.0K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,112 | $261.4K | 0.03% | +54+5.1% | Added |
| Jump Financial, LLC | 1,095 | $260.8K | 0.00% | −5,532−83.5% | Reduced |
| Camden Capital, LLC | 1,090 | $259.6K | 0.02% | +1,090 | New |
| Sanibel Captiva Trust Company, Inc. | 1,087 | $258.9K | 0.01% | −1−0.1% | Reduced |
| Evergreen Capital Management LLC | 1,082 | $258.7K | 0.01% | −19−1.7% | Reduced |
| Capital Investment Counsel, Inc | 1,077 | $256.6K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,070 | $254.9K | 0.03% | −23−2.1% | Reduced |
| Parallel Advisors, LLC | 1,067 | $254.3K | 0.00% | +31+3.0% | Added |
| Eagle Bay Advisors LLC | 1,063 | $254.1K | 0.20% | −541−33.7% | Reduced |
| Rede Wealth, LLC | 1,063 | $254.1K | 0.20% | +1,063 | New |
| Daymark Wealth Partners, LLC | 1,066 | $253.9K | 0.01% | +1,066 | New |
| McAdam, LLC | 1,063 | $253.2K | 0.01% | +117+12.4% | Added |
| Abn Amro Investment Solutions | 1,062 | $252.9K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,061 | $252.8K | 0.08% | −112−9.5% | Reduced |
| First Manhattan Co | 1,050 | $251.1K | 0.00% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,053 | $250.8K | 0.11% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,052 | $250.5K | 0.05% | +126+13.6% | Added |
| Mayflower Financial Advisors, LLC | 1,050 | $250.1K | 0.03% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 1,122 | $250.0K | 0.09% | +30+2.7% | Added |
| London Co of Virginia | 1,043 | $248.4K | 0.00% | −103,627−99.0% | Reduced |
| Ascent Group, LLC | 1,035 | $246.5K | 0.01% | −111−9.7% | Reduced |
| Advyzon Investment Management, LLC | 1,026 | $244.3K | 0.04% | +96+10.3% | Added |
| Avestar Capital, LLC | 1,019 | $243.7K | 0.02% | −127−11.1% | Reduced |
| Longboard Asset Management, LP | 1,022 | $243.4K | 0.39% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,012 | $241.2K | 0.08% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,010 | $240.6K | 0.07% | 00.0% | Unchanged |
| Somerville Kurt F | 1,006 | $239.6K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,004 | $239.6K | 0.00% | +10+1.0% | Added |
| Cross Staff Investments Inc | 1,000 | $238.2K | 0.17% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $238.2K | 0.05% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $238.2K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 998 | $237.7K | 0.08% | −17−1.7% | Reduced |
| Umb Bank N A | 985 | $234.6K | 0.00% | +82+9.1% | Added |
| SeaCrest Wealth Management, LLC | 990 | $234.2K | 0.02% | −55−5.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 981 | $233.6K | 0.01% | +981 | New |
| USA Financial Portformulas Corp | 979 | $233.2K | 0.04% | −47−4.6% | Reduced |
| Advisors Preferred, LLC | 992 | $232.7K | 0.03% | +992 | New |
| Aull & Monroe Investment Management Corp | 976 | $232.5K | 0.12% | −50−4.9% | Reduced |
| David Loasby | 976 | $231.2K | 0.02% | −10−1.0% | Reduced |
| Childress Capital Advisors, LLC | 969 | $230.8K | 0.04% | +969 | New |
| Pegasus Asset Management, Inc. | 968 | $230.5K | 0.07% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 959 | $228.4K | 0.13% | +959 | New |
| Colonial Trust Co | 958 | $228.2K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 956 | $227.7K | 0.06% | +956 | New |
| RDA Financial Network | 949 | $226.1K | 0.06% | −23−2.4% | Reduced |
| Fragasso Group Inc. | 961 | $225.6K | 0.01% | −3−0.3% | Reduced |
| Wayfinding Financial, LLC | 937 | $224.0K | 0.10% | −10−1.1% | Reduced |
| River Wealth Advisors LLC | 936 | $222.9K | 0.03% | +1+0.1% | Added |
| Patron Partners Advisors, LLC | 930 | $221.5K | 0.10% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 925 | $221.2K | 0.06% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 928 | $221.0K | 0.04% | +928 | New |
| First National Bank of Hutchinson | 928 | $221.0K | 0.12% | +928 | New |
| Wealthspire Advisors, LLC | 928 | $221.0K | 0.00% | −132−12.5% | Reduced |
| Patton Fund Management, Inc. | 925 | $220.3K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 924 | $220.1K | 0.01% | +924 | New |
| GeoWealth Management, LLC | 923 | $220.0K | 0.01% | +473+105.1% | Added |
| Ofi Invest Asset Management | 1,081 | $219.1K | 0.00% | +656+154.4% | Added |
| KFA Private Wealth Group, LLC | 905 | $215.5K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 900 | $214.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 895 | $213.2K | 0.04% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 888 | $211.5K | 0.00% | +888 | New |
| Parkside Financial Bank & Trust | 887 | $211.3K | 0.02% | +198+28.7% | Added |
| Edmond de Rothschild Holding S.A. | 882 | $210.1K | 0.00% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 880 | $209.6K | 0.10% | +880 | New |
| Personal Cfo Solutions, LLC | 880 | $209.6K | 0.04% | −13−1.5% | Reduced |
| Strategic Blueprint, LLC | 880 | $209.5K | 0.01% | +47+5.6% | Added |
| Versant Capital Management, Inc | 879 | $209.4K | 0.03% | +14+1.6% | Added |
| Sageworth Trust Co | 879 | $209.4K | 0.01% | +879 | New |
| Independent Wealth Network Inc. | 877 | $209.0K | 0.07% | +19+2.2% | Added |
| Westover Capital Advisors, LLC | 875 | $208.4K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 875 | $208.4K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 930 | $207.0K | 0.03% | +930 | New |
| GTS Securities LLC | 868 | $206.7K | 0.01% | −177−16.9% | Reduced |
| Two Sigma Securities, LLC | 868 | $206.7K | 0.03% | +868 | New |
| Enterprise Financial Services Corp | 866 | $206.3K | 0.11% | −2−0.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 865 | $206.0K | 0.08% | −355−29.1% | Reduced |
| Keystone Financial Services | 863 | $205.5K | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 860 | $204.8K | 0.00% | −202−19.0% | Reduced |
| Souders Financial Advisors | 856 | $203.9K | 0.02% | +18+2.1% | Added |
| Essex Savings Bank | 855 | $203.6K | 0.05% | +1+0.1% | Added |
| Prosperity Consulting Group, LLC | 854 | $203.4K | 0.01% | −40−4.5% | Reduced |
| Cresset Asset Management, LLC | 845 | $202.0K | 0.00% | +845 | New |
| EverSource Wealth Advisors, LLC | 844 | $201.2K | 0.01% | +14+1.7% | Added |
| Larson Financial Group LLC | 844 | $201.1K | 0.01% | −23−2.7% | Reduced |
| Quarry LP | 831 | $197.9K | 0.05% | −577−41.0% | Reduced |
| Hamilton Capital Partners Inc. | 829 | $197.4K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 820 | $195.3K | 0.00% | −32−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 803 | $192.0K | 0.00% | +251+45.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $187.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 774 | $184.4K | 0.07% | −81−9.5% | Reduced |
| Toth Financial Advisory Corp | 770 | $183.4K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 760 | $181.1K | 0.08% | −5,883−88.6% | Reduced |
| MCF Advisors LLC | 754 | $179.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 755 | $179.8K | 0.02% | −7−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 708 | $166.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 661 | $157.4K | 0.02% | +661 | New |