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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 53 | $11.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $12.3K | 0.00% | +16+41.0% | Added |
| New Millennium Group LLC | 61 | $13.5K | 0.01% | −699−92.0% | Reduced |
| Elyxium Wealth, LLC | 62 | $13.8K | 0.00% | +62 | New |
| Coston, McIsaac & Partners | 64 | $14.0K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 63 | $14.0K | 0.00% | +63 | New |
| Westfuller Advisors, LLC | 63 | $14.1K | 0.01% | −17−21.3% | Reduced |
| Cornerstone Planning Group LLC | 71 | $14.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 66 | $14.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 66 | $14.7K | 0.00% | −175−72.6% | Reduced |
| CGC Financial Services, LLC | 69 | $15.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 69 | $15.4K | 0.00% | +49+245.0% | Added |
| Private Wealth Management Group, LLC | 69 | $15.5K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 70 | $15.6K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 73 | $16.3K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 94 | $17.1K | 0.01% | +94 | New |
| Wealth Watch Advisors, INC | 78 | $17.4K | 0.01% | −3−3.7% | Reduced |
| Tower Trust & Investment Co | 78 | $17.4K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 80 | $17.9K | 0.01% | +62+344.4% | Added |
| Keating Financial Advisory Services, Inc. | 80 | $17.9K | 0.00% | +80 | New |
| Essential Partners LLC | 82 | $18.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $18.3K | 0.00% | +2+2.5% | Added |
| Capital Analysts, LLC | 88 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 91 | $20.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $20.8K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 99 | $22.1K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $22.3K | 0.00% | +100 | New |
| Board of the Pension Protection Fund | 100 | $22.3K | 0.02% | +100 | New |
| City State Bank | 102 | $22.8K | 0.01% | +6+6.3% | Added |
| CoreCap Advisors, LLC | 104 | $23.2K | 0.00% | −26−20.0% | Reduced |
| First Horizon Corp | 106 | $23.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $24.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $24.8K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 111 | $24.8K | 0.00% | +111 | New |
| Reflection Asset Management | 112 | $25.0K | 0.02% | +112 | New |
| Groupe la Francaise | 115 | $25.7K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 118 | $26.0K | 0.00% | +5+4.4% | Added |
| Valued Wealth Advisors LLC | 117 | $26.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 119 | $26.6K | 0.00% | +119 | New |
| CVA Family Office, LLC | 120 | $26.8K | 0.00% | −15−11.1% | Reduced |
| Crewe Advisors LLC | 120 | $26.8K | 0.00% | −14−10.4% | Reduced |
| Prosperity Bancshares Inc | 124 | $27.7K | 0.02% | +124 | New |
| Minot DeBlois Advisors LLC | 125 | $27.9K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 127 | $28.3K | 0.00% | +4+3.3% | Added |
| Bokf, NA | 134 | $29.9K | 0.00% | −726−84.4% | Reduced |
| WPG Advisers, LLC | 142 | $31.7K | 0.02% | +62+77.5% | Added |
| Manchester Capital Management LLC | 144 | $32.1K | 0.00% | −14−8.9% | Reduced |
| Salomon & Ludwin, LLC | 147 | $32.8K | 0.00% | +7+5.0% | Added |
| JFS Wealth Advisors, LLC | 152 | $33.9K | 0.00% | +24+18.8% | Added |
| Ogorek Anthony Joseph | 156 | $34.0K | 0.01% | −1−0.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $34.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 161 | $35.9K | 0.01% | −3−1.8% | Reduced |
| DV Equities, LLC | 164 | $36.6K | 0.01% | +164 | New |
| Smithfield Trust Co | 170 | $38.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 170 | $38.1K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 173 | $38.6K | 0.01% | −28−13.9% | Reduced |
| Lodestone Wealth Management LLC | 174 | $38.8K | 0.02% | +174 | New |
| Hazlett, Burt & Watson, Inc. | 175 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 185 | $41.3K | 0.01% | +4+2.2% | Added |
| ORG Partners LLC | 186 | $41.9K | 0.01% | +5+2.8% | Added |
| Anfield Capital Management, LLC | 196 | $43.7K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 199 | $44.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 202 | $45.1K | 0.03% | −10−4.7% | Reduced |
| REAP Financial Group, LLC | 203 | $45.2K | 0.01% | +29+16.7% | Added |
| Curio Wealth, LLC | 200 | $45.7K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 214 | $47.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 215 | $48.0K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 215 | $48.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 221 | $49.2K | 0.00% | +44+24.9% | Added |
| Wellington-Altus USA Inc. | 221 | $49.3K | 0.04% | +221 | New |
| Ransom Advisory, Ltd | 224 | $50.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $50.4K | 0.02% | 00.0% | Unchanged |
| NorthAvenue LLC | 229 | $51.1K | 0.04% | +229 | New |
| Versant Capital Management, Inc | 236 | $52.7K | 0.01% | −643−73.2% | Reduced |
| Bangor Savings Bank | 250 | $55.8K | 0.00% | −114−31.3% | Reduced |
| Asset Dedication, LLC | 253 | $56.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 257 | $57.3K | 0.00% | +18+7.5% | Added |
| Webster Bank, N. A. | 258 | $57.6K | 0.01% | −15−5.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $58.7K | 0.04% | −48−15.4% | Reduced |
| Sentry Investment Management LLC | 265 | $59.0K | 0.04% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 275 | $61.4K | 0.03% | +92+50.3% | Added |
| Roble, Belko & Company, Inc | 295 | $66.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 297 | $66.3K | 0.01% | +3+1.0% | Added |
| Kentucky Trust Co | 300 | $67.0K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $67.0K | 0.00% | +300 | New |
| Montag A & Associates Inc | 300 | $67.2K | 0.00% | −11−3.5% | Reduced |
| HM Payson & Co | 310 | $69.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 311 | $69.4K | 0.00% | −20−6.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 324 | $72.3K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 330 | $74.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 334 | $74.5K | 0.03% | −184−35.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 336 | $75.0K | 0.06% | −925−73.4% | Reduced |
| Onefund, LLC | 339 | $75.7K | 0.05% | +20+6.3% | Added |
| Pinnacle Bancorp, Inc. | 354 | $79.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 355 | $79.2K | 0.01% | +3+0.9% | Added |
| Cromwell Holdings LLC | 357 | $80.0K | 0.04% | −3−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 361 | $80.7K | 0.01% | 00.0% | Unchanged |