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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
Keystone Financial Services0$00.00%−863−100.0%Sold out
Souders Financial Advisors0$00.00%−856−100.0%Sold out
Essex Savings Bank0$00.00%−855−100.0%Sold out
PEAK6 LLC0$00.00%−574−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−434−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−374−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−229−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−225−100.0%Sold out
Alpine Bank Wealth Management0$00.00%−219−100.0%Sold out
Stuart Chaussee & Associates, Inc.0$00.00%−163−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−141−100.0%Sold out
First United Bank Trust0$00.00%−60−100.0%Sold out
Rise Advisors, LLC0$00.00%−54−100.0%Sold out
Creative Financial Designs Inc0$00.00%−36−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−35−100.0%Sold out
Arlington Trust Co LLC0$00.00%−30−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−25−100.0%Sold out
Foster Dykema Cabot & Partners, LLC0$00.00%−22−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−22−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−17−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−14−100.0%Sold out
Pacifica Partners Inc.0$00.00%−11−100.0%Sold out
Avalon Trust Co0$00.00%−2−100.0%Sold out
Hurley Capital, LLC0$00.00%−1−100.0%Sold out
AXA Investment Managers S.A.––––Not filed
Pinebridge Investments, L.P.––––Not filed
Shell Asset Management Co––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Wetherby Asset Management Inc––––Not filed
EFG Asset Management (Americas) Corp.––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Glenmede Investment Management, LP––––Not filed
Creekmur Asset Management LLC––––Not filed
Court Place Advisors, LLC––––Not filed
Bryce Point Capital, LLC––––Not filed
1858 Wealth Management, LLC––––Not filed
Fullcircle Wealth LLC––––Not filed
West Oak Capital, LLC––––Not filed
Lowe Wealth Advisors, LLC––––Not filed
Promus Capital, LLC––––Not filed
FSA Wealth Management LLC––––Not filed
Hemington Wealth Management––––Not filed
Guerra Advisors Inc––––Not filed
Texas Capital Bancshares Inc––––Not filed