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, Q4 2025
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
- 1,136
- +51 vs. Q3 2025
- Shares held
- 106.7M
- +1.30M (+1.2%) vs. Q3 2025
- Total value
- $23.8B
- −$1.24B (−5.0%) vs. Q3 2025
- New holders
- 139
- 362 more added
- Sold out
- 88
- 439 more reduced
20 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,052,123 | $3.36B | 0.05% | −243,917−1.6% | Reduced |
| BlackRock, Inc. | 10,524,638 | $2.35B | 0.04% | +116,797+1.1% | Added |
| State Street Corp | 5,994,841 | $1.34B | 0.05% | +375,699+6.7% | Added |
| Morgan Stanley | 4,072,181 | $908.8M | 0.05% | −432,352−9.6% | Reduced |
| Alliancebernstein L.P. | 3,646,884 | $813.9M | 0.26% | −43,821−1.2% | Reduced |
| Geode Capital Management, LLC | 3,354,869 | $746.1M | 0.05% | +12,524+0.4% | Added |
| Price T Rowe Associates Inc | 3,060,010 | $682.9M | 0.07% | −527,552−14.7% | Reduced |
| Janus Henderson Group PLC | 2,634,928 | $588.0M | 0.26% | −483,124−15.5% | Reduced |
| Barclays PLC | 2,007,968 | $448.1M | 0.18% | +35,169+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,865,995 | $411.4M | 0.28% | −35,027−1.8% | Reduced |
| Ameriprise Financial Inc | 1,778,186 | $396.6M | 0.09% | +538,305+43.4% | Added |
| Northern Trust Corp | 1,674,439 | $373.7M | 0.05% | −37,385−2.2% | Reduced |
| Norges Bank | 1,551,748 | $346.3M | 0.04% | +1,551,748 | New |
| Invesco Ltd. | 1,547,488 | $345.4M | 0.03% | +113,806+7.9% | Added |
| Van Eck Associates Corp | 1,475,283 | $329.2M | 0.27% | +774,747+110.6% | Added |
| Stifel Financial Corp | 1,446,103 | $322.7M | 0.29% | −61,989−4.1% | Reduced |
| JPMorgan Chase & Co | 1,403,997 | $313.3M | 0.02% | +485,297+52.8% | Added |
| Bahl & Gaynor Inc | 1,134,232 | $253.1M | 1.28% | −51,071−4.3% | Reduced |
| Wells Fargo & Company | 1,087,438 | $242.7M | 0.05% | −79,873−6.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,085,296 | $242.2M | 5.11% | −24,059−2.2% | Reduced |
| UBS Asset Management Americas Inc | 1,021,296 | $227.9M | 0.05% | −72,769−6.7% | Reduced |
| Dimensional Fund Advisors LP | 953,867 | $212.9M | 0.04% | −1,566−0.2% | Reduced |
| Goldman Sachs Group Inc | 940,020 | $209.8M | 0.03% | +160,520+20.6% | Added |
| Fayez Sarofim & Co | 904,102 | $201.8M | 0.48% | +20,431+2.3% | Added |
| Legal & General Group Plc | 855,610 | $190.9M | 0.04% | −106,449−11.1% | Reduced |
| Capital International Investors | 829,608 | $185.1M | 0.03% | −58,323−6.6% | Reduced |
| Bank of New York Mellon Corp | 799,343 | $178.4M | 0.03% | −47,435−5.6% | Reduced |
| Jensen Investment Management Inc | 769,449 | $171.7M | 2.70% | −330,401−30.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 768,745 | $171.6M | 0.46% | −58,280−7.0% | Reduced |
| APG Asset Management N.V. | 884,264 | $168.0M | 0.48% | −610,126−40.8% | Reduced |
| Charles Schwab Investment Management Inc | 710,609 | $158.6M | 0.02% | +2,518+0.4% | Added |
| Bank of America Corp | 705,593 | $157.5M | 0.01% | +34,436+5.1% | Added |
| T. Rowe Price Investment Management, Inc. | 656,837 | $146.6M | 0.09% | −294,968−31.0% | Reduced |
| Amundi | 632,434 | $141.1M | 0.04% | +26,897+4.4% | Added |
| Nomura Asset Management International Inc. | 615,945 | $137.5M | 0.21% | +615,945 | New |
| Pinebridge Investments LLC | 567,069 | $126.6M | 0.93% | +567,069 | New |
| Confluence Investment Management LLC | 556,515 | $124.2M | 1.86% | −27,397−4.7% | Reduced |
| Envestnet Asset Management Inc | 487,071 | $108.7M | 0.03% | −76,210−13.5% | Reduced |
| Deutsche Bank AG | 487,064 | $108.7M | 0.04% | +63,690+15.0% | Added |
| Citadel Advisors LLC | 478,244 | $106.7M | 0.07% | +429,071+872.6% | Added |
| UBS Group AG | 472,385 | $105.4M | 0.02% | −42,394−8.2% | Reduced |
| CI Private Wealth, LLC | 466,796 | $104.5M | 0.14% | +11,012+2.4% | Added |
| CIBC Private Wealth Group, LLC | 420,900 | $93.9M | 0.16% | −15,884−3.6% | Reduced |
| Franklin Resources Inc | 417,188 | $93.1M | 0.02% | −258,560−38.3% | Reduced |
| Rathbone Brothers plc | 411,389 | $91.8M | 0.36% | −20,057−4.6% | Reduced |
| Captrust Financial Advisors | 408,361 | $91.1M | 0.17% | +1,338+0.3% | Added |
| Qube Research & Technologies Ltd | 404,488 | $90.3M | 0.13% | −80,537−16.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 399,539 | $89.2M | 0.10% | +296,749+288.7% | Added |
| Nuveen, LLC | 385,671 | $86.1M | 0.02% | +9,546+2.5% | Added |
| Raymond James Financial Inc | 376,527 | $84.0M | 0.03% | −8,422−2.2% | Reduced |
| Parnassus Investments | 364,623 | $81.4M | 0.21% | −15,750−4.1% | Reduced |
| Baird Financial Group, Inc. | 351,438 | $78.4M | 0.12% | +4,539+1.3% | Added |
| AQR Capital Management LLC | 337,241 | $75.3M | 0.04% | +57,795+20.7% | Added |
| LPL Financial LLC | 334,939 | $74.7M | 0.02% | +13,941+4.3% | Added |
| Fenimore Asset Management Inc | 323,621 | $72.2M | 1.50% | +4,830+1.5% | Added |
| Swiss National Bank | 320,000 | $71.4M | 0.04% | −18,600−5.5% | Reduced |
| Earnest Partners LLC | 306,695 | $68.4M | 0.29% | −50,234−14.1% | Reduced |
| California Public Employees Retirement System | 303,912 | $67.8M | 0.04% | −56,453−15.7% | Reduced |
| Royal Bank of Canada | 301,323 | $67.2M | 0.01% | +73,188+32.1% | Added |
| Millennium Management LLC | 296,102 | $66.1M | 0.05% | +285,787+2,770.6% | Added |
| Nordea Investment Management AB | 290,717 | $65.3M | 0.06% | +62,273+27.3% | Added |
| Principal Financial Group Inc | 282,152 | $63.0M | 0.03% | −104,871−27.1% | Reduced |
| Balyasny Asset Management LLC | 281,223 | $62.8M | 0.12% | +57,344+25.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 261,468 | $58.4M | 0.03% | −14,073−5.1% | Reduced |
| Rhumbline Advisers | 257,854 | $57.5M | 0.05% | −13,201−4.9% | Reduced |
| King Luther Capital Management Corp | 257,105 | $57.4M | 0.23% | +1,362+0.5% | Added |
| Schwartz Investment Counsel Inc | 247,350 | $55.2M | 1.93% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 254,987 | $52.6M | 0.48% | +894+0.4% | Added |
| American Century Companies Inc | 232,461 | $51.9M | 0.03% | +29,389+14.5% | Added |
| HSBC Holdings PLC | 227,063 | $50.7M | 0.03% | −40,067−15.0% | Reduced |
| Colony Group, LLC | 225,963 | $50.6M | 0.06% | +75,109+49.8% | Added |
| First Trust Advisors LP | 220,877 | $49.3M | 0.04% | −65,545−22.9% | Reduced |
| GW&K Investment Management, LLC | 214,136 | $47.8M | 0.41% | −1,420−0.7% | Reduced |
| Canada Pension Plan Investment Board | 208,102 | $46.4M | 0.03% | +8,673+4.3% | Added |
| California State Teachers Retirement System | 205,583 | $45.9M | 0.05% | −8,754−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 202,231 | $45.1M | 0.03% | +381+0.2% | Added |
| SG Americas Securities, LLC | 201,791 | $45.0M | 0.06% | +166,212+467.2% | Added |
| National Pension Service | 184,069 | $41.1M | 0.03% | +9,578+5.5% | Added |
| Russell Investments Group, Ltd. | 183,340 | $41.0M | 0.04% | +23,557+14.7% | Added |
| Benjamin Edwards Inc | 175,358 | $39.1M | 0.43% | −2,092−1.2% | Reduced |
| National Bank of Canada | 168,420 | $37.6M | 0.04% | +89,615+113.7% | Added |
| Anchor Capital Advisors LLC | 165,808 | $37.0M | 1.07% | −1,822−1.1% | Reduced |
| Jain Global LLC | 155,182 | $34.6M | 0.34% | +155,182 | New |
| Tandem Investment Advisors, Inc. | 151,579 | $33.8M | 1.26% | +151,579 | New |
| ASR Vermogensbeheer N.V. | 150,598 | $33.6M | 0.39% | +12,966+9.4% | Added |
| Standard Life Aberdeen plc | 143,877 | $32.1M | 0.05% | +5,166+3.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 142,574 | $31.9M | 0.28% | −44,620−23.8% | Reduced |
| Zacks Investment Management | 138,905 | $31.0M | 0.24% | −1,739−1.2% | Reduced |
| Man Group plc | 133,689 | $29.8M | 0.06% | +24,172+22.1% | Added |
| Public Employees Retirement Association of Colorado | 131,851 | $29.4M | 0.11% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 125,720 | $28.1M | 0.04% | −2,247−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 124,953 | $27.9M | 0.24% | +10,578+9.2% | Added |
| Citizens Financial Group Inc | 119,378 | $26.8M | 0.36% | +167+0.1% | Added |
| Victory Capital Management Inc | 116,734 | $26.1M | 0.01% | +6,035+5.5% | Added |
| Quantinno Capital Management LP | 116,451 | $26.0M | 0.05% | +5,451+4.9% | Added |
| Royal London Asset Management Ltd | 112,202 | $25.0M | 0.05% | −455−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 111,758 | $24.9M | 0.04% | +2,741+2.5% | Added |
| Bath Savings Trust Co | 111,129 | $24.8M | 2.48% | −759−0.7% | Reduced |
| Great West Life Assurance Co | 110,232 | $24.6M | 0.04% | −39,226−26.2% | Reduced |
| FMR LLC | 107,597 | $24.0M | 0.00% | +4,129+4.0% | Added |