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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 65,305 | $14.6M | 0.03% | −7,144−9.9% | Reduced |
| Walter Public Investments Inc. | 65,569 | $14.6M | 2.59% | −5,100−7.2% | Reduced |
| Pictet Asset Management Holding SA | 65,572 | $14.6M | 0.01% | −5,309−7.5% | Reduced |
| Toronto Dominion Bank | 65,580 | $14.6M | 0.03% | −6,091−8.5% | Reduced |
| Varma Mutual Pension Insurance Co | 65,900 | $14.7M | 0.09% | +65,900 | New |
| La Banque Postale Asset Management SA | 66,383 | $14.8M | 0.17% | +21,427+47.7% | Added |
| Manufacturers Life Insurance Company, The | 66,413 | $14.8M | 0.01% | −705−1.1% | Reduced |
| Addenda Capital Inc. | 66,229 | $14.8M | 0.44% | −923−1.4% | Reduced |
| Running Oak Capital LLC | 66,760 | $14.9M | 1.87% | −1,827−2.7% | Reduced |
| Danske Bank A/S | 67,267 | $15.0M | 0.03% | +5,200+8.4% | Added |
| TrimTabs Asset Management, LLC | 67,329 | $15.0M | 1.96% | +67,329 | New |
| Gotham Asset Management, LLC | 68,289 | $15.2M | 0.06% | −28,904−29.7% | Reduced |
| Teacher Retirement System of Texas | 73,058 | $16.3M | 0.06% | −6,063−7.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 75,265 | $16.8M | 0.04% | +4,808+6.8% | Added |
| Nicholas Company, Inc. | 76,434 | $17.1M | 0.30% | −5,075−6.2% | Reduced |
| CIBC Asset Management Inc | 77,878 | $17.4M | 0.04% | +11,339+17.0% | Added |
| Forsta Ap-Fonden | 78,400 | $17.5M | 0.10% | +600+0.8% | Added |
| Congress Asset Management Co | 78,775 | $17.6M | 0.12% | −1,959−2.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 81,400 | $18.2M | 0.03% | −1,200−1.5% | Reduced |
| Korea Investment CORP | 82,260 | $18.4M | 0.04% | +11,245+15.8% | Added |
| EULAV Asset Management | 86,000 | $19.2M | 0.51% | +56,000+186.7% | Added |
| Eurizon Capital SGR S.p.A. | 86,190 | $19.2M | 0.06% | +86,190 | New |
| New York State Teachers Retirement System | 90,091 | $20.1M | 0.04% | −170.0% | Reduced |
| Geneva Capital Management LLC | 91,436 | $20.4M | 0.38% | −1,562−1.7% | Reduced |
| New York State Common Retirement Fund | 91,662 | $20.5M | 0.03% | −2,905−3.1% | Reduced |
| Storebrand Asset Management AS | 91,935 | $20.5M | 0.06% | −1,219−1.3% | Reduced |
| Dearborn Partners LLC | 92,171 | $20.6M | 1.03% | −10,599−10.3% | Reduced |
| Citigroup Inc | 93,474 | $20.9M | 0.01% | −13,909−13.0% | Reduced |
| Mackenzie Financial Corp | 95,331 | $21.4M | 0.03% | +992+1.1% | Added |
| TD Asset Management Inc | 97,444 | $21.7M | 0.02% | −22,565−18.8% | Reduced |
| Aviva PLC | 98,248 | $21.9M | 0.04% | +5,348+5.8% | Added |
| Wendell David Associates Inc | 100,313 | $22.4M | 2.27% | −821−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 103,194 | $23.0M | 0.04% | −1,720−1.6% | Reduced |
| EP Wealth Advisors, LLC | 103,831 | $23.2M | 0.12% | +103,831 | New |
| Bank of Montreal | 104,456 | $23.3M | 0.01% | +5,964+6.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 104,266 | $23.3M | 0.04% | +2,020+2.0% | Added |
| FMR LLC | 107,597 | $24.0M | 0.00% | +4,129+4.0% | Added |
| Great West Life Assurance Co | 110,232 | $24.6M | 0.04% | −39,226−26.2% | Reduced |
| Bath Savings Trust Co | 111,129 | $24.8M | 2.48% | −759−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 111,758 | $24.9M | 0.04% | +2,741+2.5% | Added |
| Royal London Asset Management Ltd | 112,202 | $25.0M | 0.05% | −455−0.4% | Reduced |
| Quantinno Capital Management LP | 116,451 | $26.0M | 0.05% | +5,451+4.9% | Added |
| Victory Capital Management Inc | 116,734 | $26.1M | 0.01% | +6,035+5.5% | Added |
| Citizens Financial Group Inc | 119,378 | $26.8M | 0.36% | +167+0.1% | Added |
| Aptus Capital Advisors, LLC | 124,953 | $27.9M | 0.24% | +10,578+9.2% | Added |
| Natixis Advisors, L.P. | 125,720 | $28.1M | 0.04% | −2,247−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 131,851 | $29.4M | 0.11% | 00.0% | Unchanged |
| Man Group plc | 133,689 | $29.8M | 0.06% | +24,172+22.1% | Added |
| Zacks Investment Management | 138,905 | $31.0M | 0.24% | −1,739−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 142,574 | $31.9M | 0.28% | −44,620−23.8% | Reduced |
| Standard Life Aberdeen plc | 143,877 | $32.1M | 0.05% | +5,166+3.7% | Added |
| ASR Vermogensbeheer N.V. | 150,598 | $33.6M | 0.39% | +12,966+9.4% | Added |
| Tandem Investment Advisors, Inc. | 151,579 | $33.8M | 1.26% | +151,579 | New |
| Jain Global LLC | 155,182 | $34.6M | 0.34% | +155,182 | New |
| Anchor Capital Advisors LLC | 165,808 | $37.0M | 1.07% | −1,822−1.1% | Reduced |
| National Bank of Canada | 168,420 | $37.6M | 0.04% | +89,615+113.7% | Added |
| Benjamin Edwards Inc | 175,358 | $39.1M | 0.43% | −2,092−1.2% | Reduced |
| Russell Investments Group, Ltd. | 183,340 | $41.0M | 0.04% | +23,557+14.7% | Added |
| National Pension Service | 184,069 | $41.1M | 0.03% | +9,578+5.5% | Added |
| SG Americas Securities, LLC | 201,791 | $45.0M | 0.06% | +166,212+467.2% | Added |
| BNP Paribas Arbitrage, SA | 202,231 | $45.1M | 0.03% | +381+0.2% | Added |
| California State Teachers Retirement System | 205,583 | $45.9M | 0.05% | −8,754−4.1% | Reduced |
| Canada Pension Plan Investment Board | 208,102 | $46.4M | 0.03% | +8,673+4.3% | Added |
| GW&K Investment Management, LLC | 214,136 | $47.8M | 0.41% | −1,420−0.7% | Reduced |
| First Trust Advisors LP | 220,877 | $49.3M | 0.04% | −65,545−22.9% | Reduced |
| Colony Group, LLC | 225,963 | $50.6M | 0.06% | +75,109+49.8% | Added |
| HSBC Holdings PLC | 227,063 | $50.7M | 0.03% | −40,067−15.0% | Reduced |
| American Century Companies Inc | 232,461 | $51.9M | 0.03% | +29,389+14.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 254,987 | $52.6M | 0.48% | +894+0.4% | Added |
| Schwartz Investment Counsel Inc | 247,350 | $55.2M | 1.93% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 257,105 | $57.4M | 0.23% | +1,362+0.5% | Added |
| Rhumbline Advisers | 257,854 | $57.5M | 0.05% | −13,201−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 261,468 | $58.4M | 0.03% | −14,073−5.1% | Reduced |
| Balyasny Asset Management LLC | 281,223 | $62.8M | 0.12% | +57,344+25.6% | Added |
| Principal Financial Group Inc | 282,152 | $63.0M | 0.03% | −104,871−27.1% | Reduced |
| Nordea Investment Management AB | 290,717 | $65.3M | 0.06% | +62,273+27.3% | Added |
| Millennium Management LLC | 296,102 | $66.1M | 0.05% | +285,787+2,770.6% | Added |
| Royal Bank of Canada | 301,323 | $67.2M | 0.01% | +73,188+32.1% | Added |
| California Public Employees Retirement System | 303,912 | $67.8M | 0.04% | −56,453−15.7% | Reduced |
| Earnest Partners LLC | 306,695 | $68.4M | 0.29% | −50,234−14.1% | Reduced |
| Swiss National Bank | 320,000 | $71.4M | 0.04% | −18,600−5.5% | Reduced |
| Fenimore Asset Management Inc | 323,621 | $72.2M | 1.50% | +4,830+1.5% | Added |
| LPL Financial LLC | 334,939 | $74.7M | 0.02% | +13,941+4.3% | Added |
| AQR Capital Management LLC | 337,241 | $75.3M | 0.04% | +57,795+20.7% | Added |
| Baird Financial Group, Inc. | 351,438 | $78.4M | 0.12% | +4,539+1.3% | Added |
| Parnassus Investments | 364,623 | $81.4M | 0.21% | −15,750−4.1% | Reduced |
| Raymond James Financial Inc | 376,527 | $84.0M | 0.03% | −8,422−2.2% | Reduced |
| Nuveen, LLC | 385,671 | $86.1M | 0.02% | +9,546+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 399,539 | $89.2M | 0.10% | +296,749+288.7% | Added |
| Qube Research & Technologies Ltd | 404,488 | $90.3M | 0.13% | −80,537−16.6% | Reduced |
| Captrust Financial Advisors | 408,361 | $91.1M | 0.17% | +1,338+0.3% | Added |
| Rathbone Brothers plc | 411,389 | $91.8M | 0.36% | −20,057−4.6% | Reduced |
| Franklin Resources Inc | 417,188 | $93.1M | 0.02% | −258,560−38.3% | Reduced |
| CIBC Private Wealth Group, LLC | 420,900 | $93.9M | 0.16% | −15,884−3.6% | Reduced |
| CI Private Wealth, LLC | 466,796 | $104.5M | 0.14% | +11,012+2.4% | Added |
| UBS Group AG | 472,385 | $105.4M | 0.02% | −42,394−8.2% | Reduced |
| Citadel Advisors LLC | 478,244 | $106.7M | 0.07% | +429,071+872.6% | Added |
| Deutsche Bank AG | 487,064 | $108.7M | 0.04% | +63,690+15.0% | Added |
| Envestnet Asset Management Inc | 487,071 | $108.7M | 0.03% | −76,210−13.5% | Reduced |
| Confluence Investment Management LLC | 556,515 | $124.2M | 1.86% | −27,397−4.7% | Reduced |