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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 26,641 | $5.95M | 0.02% | −287−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 26,815 | $5.98M | 0.02% | −3,928−12.8% | Reduced |
| Lido Advisors, LLC | 26,058 | $6.05M | 0.02% | +30+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,152 | $6.06M | 0.03% | −975−3.5% | Reduced |
| Boston Private Wealth LLC | 27,330 | $6.10M | 0.36% | −4,515−14.2% | Reduced |
| DnB Asset Management AS | 27,455 | $6.13M | 0.02% | +35+0.1% | Added |
| Brown Advisory Inc | 27,461 | $6.13M | 0.01% | −330−1.2% | Reduced |
| Suncoast Equity Management | 27,547 | $6.15M | 0.62% | −634−2.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 27,635 | $6.17M | 0.06% | +27,635 | New |
| Kestra Private Wealth Services, LLC | 28,893 | $6.45M | 0.08% | −2,102−6.8% | Reduced |
| IFM Investors Pty Ltd | 29,435 | $6.57M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 30,063 | $6.71M | 0.01% | −5,455−15.4% | Reduced |
| ExodusPoint Capital Management, LP | 30,536 | $6.81M | 0.08% | +30,536 | New |
| Xponance, Inc. | 30,538 | $6.82M | 0.05% | +1,680+5.8% | Added |
| State of Michigan Retirement System | 30,560 | $6.82M | 0.03% | −1,100−3.5% | Reduced |
| Czech National Bank | 30,780 | $6.87M | 0.04% | +1,031+3.5% | Added |
| Boston Trust Walden Corp | 30,859 | $6.89M | 0.05% | −1,960−6.0% | Reduced |
| Blair William & Co | 31,148 | $6.95M | 0.02% | −2,272−6.8% | Reduced |
| O'Brien Greene & Co. Inc | 31,309 | $6.99M | 2.07% | +191+0.6% | Added |
| Swedbank AB | 31,911 | $7.12M | 0.01% | −12,991−28.9% | Reduced |
| Creative Planning | 31,993 | $7.14M | 0.01% | +3,773+13.4% | Added |
| Arizona State Retirement System | 32,028 | $7.15M | 0.04% | −2,665−7.7% | Reduced |
| Northstar Asset Management Inc | 32,108 | $7.17M | 1.85% | −2,921−8.3% | Reduced |
| Axxcess Wealth Management, LLC | 32,247 | $7.20M | 0.13% | +4,833+17.6% | Added |
| MetLife Investment Management | 33,083 | $7.38M | 0.04% | −981−2.9% | Reduced |
| Allworth Financial LP | 33,148 | $7.40M | 0.03% | +72+0.2% | Added |
| Marks Group Wealth Management, Inc | 33,179 | $7.40M | 0.71% | −3,625−9.8% | Reduced |
| AdvisorShares Investments LLC | 33,850 | $7.55M | 1.26% | +172+0.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 33,850 | $7.55M | 0.88% | +20,400+151.7% | Added |
| EFG International AG | 34,106 | $7.61M | 0.15% | +34,106 | New |
| Rockefeller Capital Management L.P. | 34,393 | $7.68M | 0.01% | +524+1.5% | Added |
| Integrated Wealth Concepts LLC | 34,764 | $7.76M | 0.09% | −12,297−26.1% | Reduced |
| Motley Fool Asset Management LLC | 34,962 | $7.80M | 0.30% | −1,923−5.2% | Reduced |
| Schroder Investment Management Group | 34,847 | $7.85M | 0.01% | −13,431−27.8% | Reduced |
| Kempen Capital Management N.V. | 35,316 | $7.88M | 0.07% | −1,735−4.7% | Reduced |
| Northstar Group, Inc. | 35,416 | $7.90M | 1.08% | +401+1.1% | Added |
| MAI Capital Management | 35,495 | $7.92M | 0.05% | +2,427+7.3% | Added |
| CIBC World Markets Corp | 35,607 | $7.95M | 0.04% | +35,607 | New |
| Swiss Life Asset Management Ltd | 35,944 | $8.02M | 0.04% | −943−2.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 36,081 | $8.08M | 0.04% | −2,083−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,837 | $8.17M | 0.01% | +5,055+15.9% | Added |
| Signal Advisors Wealth, LLC | 36,906 | $8.24M | 0.65% | +1,964+5.6% | Added |
| New Age Alpha Advisors, LLC | 36,911 | $8.24M | 0.36% | +12,569+51.6% | Added |
| Empowered Funds, LLC | 37,278 | $8.32M | 0.14% | −2,726−6.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 37,362 | $8.34M | 0.04% | +99+0.3% | Added |
| McCollum Christoferson Group LLC | 37,614 | $8.39M | 2.43% | −985−2.6% | Reduced |
| Crown Oak Advisors, LLC | 37,620 | $8.40M | 3.98% | −472−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,625 | $8.40M | 0.02% | −3,909−9.4% | Reduced |
| Vision Capital Management, Inc. | 37,731 | $8.42M | 1.02% | −185−0.5% | Reduced |
| Cetera Investment Advisers | 37,785 | $8.43M | 0.01% | −3,986−9.5% | Reduced |
| State of New Jersey Common Pension Fund D | 37,965 | $8.47M | 0.03% | −1,507−3.8% | Reduced |
| STRS Ohio | 38,791 | $8.66M | 0.03% | +7,005+22.0% | Added |
| Nomura Asset Management Co Ltd | 39,004 | $8.70M | 0.02% | +158+0.4% | Added |
| Public Employees Retirement System of Ohio | 39,844 | $8.89M | 0.03% | −24,423−38.0% | Reduced |
| MML Investors Services, LLC | 40,236 | $8.98M | 0.02% | +2,749+7.3% | Added |
| Comerica Bank | 40,282 | $8.99M | 0.04% | −902−2.2% | Reduced |
| Lyell Wealth Management, LP | 40,619 | $9.07M | 0.66% | +1,036+2.6% | Added |
| Santa Monica Partners LP | 40,793 | $9.10M | 5.52% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 41,400 | $9.27M | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 41,604 | $9.28M | 1.46% | +5,461+15.1% | Added |
| O'Shaughnessy Asset Management, LLC | 41,776 | $9.32M | 0.05% | −3,586−7.9% | Reduced |
| Apollon Wealth Management, LLC | 41,841 | $9.34M | 0.16% | +161+0.4% | Added |
| Assetmark, Inc | 42,962 | $9.59M | 0.02% | +9,914+30.0% | Added |
| HighTower Advisors, LLC | 43,577 | $9.73M | 0.01% | −3,220−6.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,142 | $9.85M | 0.08% | −6,700−13.2% | Reduced |
| Mattern Capital Management, LLC | 44,310 | $9.89M | 1.17% | +2,456+5.9% | Added |
| Southernsun Asset Management, LLC | 44,800 | $10.0M | 1.40% | +20.0% | Added |
| Natixis | 44,909 | $10.0M | 0.04% | +13,030+40.9% | Added |
| Nisa Investment Advisors, LLC | 45,001 | $10.1M | 0.03% | +981+2.2% | Added |
| Mn Services Vermogensbeheer B.V. | 45,306 | $10.1M | 0.06% | +576+1.3% | Added |
| US Bancorp | 45,813 | $10.2M | 0.01% | −3,548−7.2% | Reduced |
| Handelsbanken Fonder AB | 47,123 | $10.5M | 0.03% | +753+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 47,020 | $10.5M | 0.02% | +15,588+49.6% | Added |
| Tudor Investment Corp Et Al | 47,274 | $10.6M | 0.06% | +47,274 | New |
| Treasurer of the State of North Carolina | 48,823 | $10.9M | 0.03% | −3,570−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 49,095 | $11.0M | 0.01% | +244+0.5% | Added |
| ProShare Advisors LLC | 50,821 | $11.3M | 0.02% | +3,402+7.2% | Added |
| Alley Investment Management Company, LLC | 51,369 | $11.5M | 1.34% | −103−0.2% | Reduced |
| Commerce Bank | 51,549 | $11.5M | 0.06% | −3,267−6.0% | Reduced |
| ING Groep NV | 52,385 | $11.7M | 0.07% | −10,257−16.4% | Reduced |
| First National Bank of Omaha | 52,638 | $11.7M | 0.35% | −69−0.1% | Reduced |
| Federated Hermes, Inc. | 53,159 | $11.9M | 0.02% | +2,129+4.2% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $12.0M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 54,576 | $12.2M | 0.02% | +43,464+391.1% | Added |
| FineMark National Bank & Trust | 54,807 | $12.2M | 0.38% | −2,353−4.1% | Reduced |
| Voya Investment Management LLC | 55,007 | $12.3M | 0.01% | +666+1.2% | Added |
| McRae Capital Management Inc | 55,863 | $12.5M | 2.54% | −1,916−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 54,848 | $12.5M | 0.03% | −2,420−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 56,044 | $12.5M | 0.18% | +80.0% | Added |
| Prudential Financial Inc | 56,564 | $12.6M | 0.02% | −7,003−11.0% | Reduced |
| Advisors Asset Management, Inc. | 57,464 | $12.8M | 0.22% | −1,887−3.2% | Reduced |
| Washington Trust Co | 57,505 | $12.8M | 0.42% | −267−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 57,856 | $12.9M | 0.53% | +1,785+3.2% | Added |
| Douglas Lane & Associates, LLC | 58,478 | $13.1M | 0.18% | −1,021−1.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 59,231 | $13.2M | 0.04% | −545−0.9% | Reduced |
| Motley Fool Wealth Management, LLC | 59,623 | $13.3M | 1.03% | −10,125−14.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 61,082 | $13.6M | 3.32% | −460−0.7% | Reduced |
| SEI Investments Co | 61,411 | $13.7M | 0.01% | −8,918−12.7% | Reduced |
| Andra AP-fonden | 64,300 | $14.3M | 0.18% | +34,800+118.0% | Added |
| Truist Financial Corp | 64,662 | $14.4M | 0.02% | −21,376−24.8% | Reduced |