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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, 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.

Institutional holdersQ4 2025: 1,136 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 heldQ4 2025: $23.8B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2025.

Institutions holding BR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Davis Capital Management1$2230.00%00.0%Unchanged
Rakuten Securities, Inc.1$2230.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.1$2230.00%+1New
Wilkerson Advisory Group LLC1$2230.00%+1New
NVWM, LLC2$4460.00%+1+100.0%Added
Luken Investment Analytics, LLC2$4460.00%+2New
Cornerstone Financial Management LLC2$4460.00%+2New
Breakwater Investment Management2$4470.00%00.0%Unchanged
American Capital Advisory, LLC2$4470.00%+1+100.0%Added
Investors Portfolio Services LLC3$6160.00%+3New
Turning Point Benefit Group, Inc.3$6690.00%+3New
DecisionPoint Financial, LLC3$6700.00%00.0%Unchanged
Signature Equity Partners, LLC3$6700.00%+3New
Winnow Wealth LLC3$6720.00%−1−25.0%Reduced
Principia Wealth Advisory, LLC4$8930.00%−156−97.5%Reduced
Imprint Wealth LLC4$8930.00%−14−77.8%Reduced
Millstone Evans Group, LLC4$8930.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.5$9860.00%+5New
Financial Consulate, Inc5$1.12K0.00%00.0%Unchanged
TFC Financial Management5$1.12K0.00%00.0%Unchanged
HFM Investment Advisors, LLC5$1.12K0.00%+1+25.0%Added
Whipplewood Advisors, LLC5$1.12K0.00%+5New
Sound Income Strategies, LLC6$1.32K0.00%+4+200.0%Added
Rosenberg Matthew Hamilton6$1.34K0.00%00.0%Unchanged
Aspect Partners, LLC6$1.34K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$1.34K0.00%00.0%Unchanged
Clark Wealth Partners6$1.34K0.00%00.0%Unchanged
Marquette Asset Management, LLC6$1.34K0.00%−9−60.0%Reduced
Hughes Financial Services, LLC7$1.56K0.00%+1+16.7%Added
Westside Investment Management, Inc.7$1.56K0.00%+7New
Corsicana & Co.8$1.78K0.00%00.0%Unchanged
Rialto Wealth Management, LLC8$1.79K0.00%+2+33.3%Added
Maseco LLP8$1.79K0.00%00.0%Unchanged
Basepoint Wealth LLC8$1.81K0.00%+8New
IFC & Insurance Marketing, Inc.7$2.00K0.00%+7New
Dunhill Financial, LLC10$2.23K0.00%+1+11.1%Added
Horizon Financial Services, LLC10$2.23K0.00%−22−68.8%Reduced
Triumph Capital Management10$2.23K0.00%+10New
Tucker Asset Management LLC10$2.23K0.00%+10New
Raffa Wealth Management, LLC11$2.46K0.00%00.0%Unchanged
Golden State Wealth Management, LLC11$2.46K0.00%00.0%Unchanged
Addison Advisors LLC11$2.46K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.11$2.46K0.00%+11New
Red Tortoise LLC12$2.68K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$2.68K0.00%+12New
Mowery & Schoenfeld Wealth Management, LLC12$2.68K0.00%+12New
Jackson, Grant Investment Advisers, Inc.13$2.90K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC13$2.91K0.00%+5+62.5%Added
Dogwood Wealth Management LLC14$3.12K0.00%+13+1,300.0%Added
UMA Financial Services, Inc.14$3.13K0.00%+12+600.0%Added
Johnson Financial Group, Inc.14$3.14K0.00%−5−26.3%Reduced
Grove Bank & Trust15$3.35K0.00%00.0%Unchanged
Legacy Bridge, LLC15$3.35K0.00%+15New
LRI Investments, LLC16$3.57K0.00%00.0%Unchanged
SJS Investment Consulting Inc.16$3.57K0.00%+8+100.0%Added
DiNuzzo Private Wealth, Inc.17$3.79K0.00%00.0%Unchanged
Gables Capital Management Inc.17$3.79K0.00%00.0%Unchanged
Avion Wealth20$4.00K0.00%−6−23.1%Reduced
McIlrath & Eck, LLC18$4.02K0.00%00.0%Unchanged
Activest Wealth Management18$4.02K0.00%+12+200.0%Added
Abound Wealth Management18$4.02K0.00%00.0%Unchanged
Seneschal Advisors, LLC18$4.02K0.00%+16+800.0%Added
Kilter Group LLC19$4.24K0.00%+4+26.7%Added
Quest 10 Wealth Builders, Inc.20$4.46K0.00%−5−20.0%Reduced
Newbridge Financial Services Group, Inc.20$4.46K0.00%00.0%Unchanged
Hollencrest Capital Management21$4.69K0.00%00.0%Unchanged
LGT Financial Advisors LLC22$4.97K0.03%00.0%Unchanged
Sunrise Financial Services, LLC23$5.13K0.00%+23New
Rossby Financial, LCC24$5.36K0.00%+24New
Brown, Lisle/Cummings, Inc.25$5.58K0.00%00.0%Unchanged
Howard Hughes Medical Institute25$5.58K0.00%00.0%Unchanged
Sachetta, LLC28$6.25K0.00%00.0%Unchanged
DAGCO, Inc.29$6.47K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$6.70K0.00%00.0%Unchanged
Bare Financial Services, Inc31$6.92K0.00%+2+6.9%Added
First Pacific Financial32$7.14K0.00%+32New
Fideuram Asset Management (Ireland) dac32$7.16K0.00%+32New
RMG Wealth Management LLC35$7.30K0.00%+35New
Greenline Wealth Management LLC33$7.32K0.01%+33New
Kingdom Financial Group LLC.34$7.59K0.00%+34New
Guinness Atkinson Asset Management Inc36$8.19K0.00%+36New
Bell Investment Advisors, Inc37$8.26K0.00%−6−14.0%Reduced
CBIZ Investment Advisory Services, LLC37$8.29K0.00%+1+2.8%Added
Frazier Financial Advisors, LLC38$8.48K0.01%00.0%Unchanged
Rational Advisors LLC39$8.70K0.00%+2+5.4%Added
Strive Financial Group ,LLC40$8.93K0.00%+40New
Advocate Investing Services LLC41$9.15K0.01%+41New
Annis Gardner Whiting Capital Advisors, LLC44$9.85K0.00%−4−8.3%Reduced
Glass Jacobson Investment Advisors llc45$10.0K0.00%00.0%Unchanged
Ares Financial Consulting, LLC45$10.0K0.01%+45New
Retirement Wealth Solutions LLC45$10.1K0.01%00.0%Unchanged
West Branch Capital LLC50$11.2K0.00%00.0%Unchanged
Ameriflex Group, Inc.50$11.2K0.01%+10+25.0%Added
Vision Retirement, LLC50$11.2K0.00%+50New
Gunpowder Capital Management, LLC dba Oliver Wealth Management50$11.2K0.01%+50New
Aventura Private Wealth, LLC51$11.4K0.00%00.0%Unchanged
Swiss Re Ltd51$11.4K0.00%+51New
Transamerica Financial Advisors, Inc.51$11.5K0.00%−64−55.7%Reduced
Hallmark Capital Management Inc52$11.6K0.00%00.0%Unchanged
Investors Research Corp52$11.6K0.00%00.0%Unchanged