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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
South State Corp.363$81.0K0.00%+2+0.6%Added
Trust Co of Vermont375$83.7K0.00%+120+47.1%Added
Ancora Advisors, LLC378$84.4K0.00%+377+37,700.0%Added
St Germain D J Co Inc403$89.9K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc414$92.4K0.01%00.0%Unchanged
Quarry LP420$93.7K0.02%−411−49.5%Reduced
Capital Advisors, Ltd. LLC421$94.0K0.01%00.0%Unchanged
First Command Advisory Services, Inc.425$94.8K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC430$96.0K0.10%+3+0.7%Added
AdvisorNet Financial, Inc436$97.3K0.01%+13+3.1%Added
Trust Co of Toledo NA450$100.4K0.01%00.0%Unchanged
Global X Japan Co., Ltd.450$100.4K0.01%+197+77.9%Added
Laurel Wealth Advisors LLC458$102.2K0.01%+458New
DHJJ Financial Advisors, Ltd.478$106.7K0.04%00.0%Unchanged
Acadian Asset Management LLC486$107.0K0.00%−1,386−74.0%Reduced
Clearstead Advisors, LLC481$107.3K0.00%+56+13.2%Added
Chilton Capital Management LLC482$107.6K0.00%−47−8.9%Reduced
Fulcrum Asset Management LLP480$108.1K0.03%−14−2.8%Reduced
Stephenson National Bank & Trust495$110.5K0.03%+316+176.5%Added
Broadwater Capital Management LLC500$111.6K0.08%00.0%Unchanged
Covestor Ltd500$112.0K0.06%−16−3.1%Reduced
TD Waterhouse Canada Inc.513$114.5K0.00%+216+72.7%Added
Atlantic Trust, LLC516$115.2K0.02%−24−4.4%Reduced
Basecamp Wealth Advisors LLC547$122.1K0.03%+547New
Quent Capital, LLC560$125.1K0.01%+11+2.0%Added
Harbour Investments, Inc.591$131.9K0.00%+115+24.2%Added
LFA - Lugano Financial Advisors SA594$132.6K0.07%+594New
Caitong International Asset Management Co., Ltd596$133.0K0.03%+434+267.9%Added
Kennebec Savings Bank600$133.9K0.12%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main605$135.0K0.00%+605New
MidFirst Bank608$135.7K0.01%+608New
State of Wyoming615$137.3K0.02%−1,225−66.6%Reduced
Union Savings Bank620$138.4K0.06%+620New
Steigerwald, Gordon & Koch Inc.621$138.6K0.01%−40−6.1%Reduced
Penserra Capital Management LLC640$142.0K0.00%−4−0.6%Reduced
S.A. Mason LLC650$145.1K0.06%00.0%Unchanged
Whittier Trust Co of Nevada Inc708$157.0K0.00%00.0%Unchanged
Cary Street Partners Financial LLC728$162.5K0.00%+79+12.2%Added
Private Wealth Asset Management, LLC749$167.2K0.02%−6−0.8%Reduced
USA Financial Portformulas Corp754$168.3K0.03%−225−23.0%Reduced
MCF Advisors LLC754$168.5K0.01%00.0%Unchanged
Hamilton Capital Partners Inc.760$169.6K0.01%−69−8.3%Reduced
Raleigh Capital Management Inc.765$170.8K0.06%−9−1.2%Reduced
Toth Financial Advisory Corp770$171.8K0.02%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt786$176.1K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC803$180.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust841$187.7K0.01%−46−5.2%Reduced
Edmond de Rothschild Holding S.A.882$196.8K0.00%00.0%Unchanged
SeaCrest Wealth Management, LLC915$200.8K0.02%−75−7.6%Reduced
NTV Asset Management LLC900$200.9K0.02%00.0%Unchanged
Catalyst Funds Management Pty Ltd900$200.9K0.05%+900New
KFA Private Wealth Group, LLC905$202.0K0.05%00.0%Unchanged
Strategic Blueprint, LLC908$202.7K0.01%+28+3.2%Added
Prosperity Consulting Group, LLC920$205.3K0.01%+66+7.7%Added
Pure Financial Advisors, Inc.922$205.7K0.00%+922New
London Co of Virginia922$205.8K0.00%−121−11.6%Reduced
Kingsview Wealth Management, LLC924$206.2K0.00%+924New
111 Capital927$206.9K0.05%−3,434−78.7%Reduced
First National Bank of Hutchinson928$207.1K0.12%00.0%Unchanged
Independent Wealth Network Inc.928$207.2K0.06%+51+5.8%Added
Trinity Financial Advisors LLC925$207.4K0.06%00.0%Unchanged
Patron Partners Advisors, LLC930$207.5K0.09%00.0%Unchanged
Quest Partners LLC933$208.2K0.01%−17,381−94.9%Reduced
Wedbush Securities Inc939$209.0K0.01%+939New
RDA Financial Network939$209.6K0.05%−10−1.1%Reduced
SRS Capital Advisors, Inc.948$211.5K0.01%−2,163−69.5%Reduced
LGT Group Foundation939$211.5K0.00%+939New
Baron Wealth Management LLC949$211.7K0.07%−112−10.6%Reduced
Courier Capital LLC950$212.0K0.01%−255−21.2%Reduced
Jacobsen Capital Management956$213.4K0.07%−42−4.2%Reduced
Great Valley Advisor Group, Inc.957$213.8K0.00%−47−4.7%Reduced
Wayfinding Financial, LLC955$214.0K0.09%+18+1.9%Added
PAX Financial Group, LLC962$214.8K0.04%−90−8.6%Reduced
Pegasus Asset Management, Inc.968$216.0K0.07%00.0%Unchanged
Allred Capital Management, LLC970$216.5K0.08%−42−4.2%Reduced
Fragasso Group Inc.970$216.6K0.01%+9+0.9%Added
Patton Fund Management, Inc.974$217.4K0.03%+49+5.3%Added
Daymark Wealth Partners, LLC975$217.7K0.01%−91−8.5%Reduced
Aull & Monroe Investment Management Corp976$217.8K0.11%00.0%Unchanged
Brasada Capital Management, LP1,000$220.5K0.04%−130−11.5%Reduced
Larson Financial Group LLC999$223.0K0.01%+155+18.4%Added
Cross Staff Investments Inc1,000$223.2K0.14%00.0%Unchanged
Jmac Enterprises LLC1,000$223.2K0.04%00.0%Unchanged
Fischer Financial Services, Inc.1,000$223.2K0.06%00.0%Unchanged
Financial Planning Hawaii, Inc.1,005$224.3K0.13%+1,005New
Avestar Capital, LLC1,002$224.5K0.02%−17−1.7%Reduced
Ferguson Wellman Capital Management, Inc1,007$224.7K0.00%+1,007New
Moseley Investment Management Inc1,010$225.4K0.07%00.0%Unchanged
Avantax Planning Partners, Inc.1,016$226.7K0.01%−100−9.0%Reduced
Bestgate Wealth Advisors, LLC1,017$227.0K0.40%−147−12.6%Reduced
McAdam, LLC1,022$228.2K0.01%−41−3.9%Reduced
Ci Investments Inc.1,023$228.3K0.00%−2,433−70.4%Reduced
Mayflower Financial Advisors, LLC1,024$228.5K0.03%−26−2.5%Reduced
Ascent Wealth Partners, LLC1,051$234.6K0.03%−260−19.8%Reduced
Profund Advisors LLC1,052$234.8K0.01%−236−18.3%Reduced
Pavion Blue Capital, LLC1,053$235.0K0.10%00.0%Unchanged
First Manhattan Co1,050$235.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,047$235.9K0.01%−166−13.7%Reduced
Colonial Trust Co1,063$237.2K0.03%+105+11.0%Added
Kastel Capital Advisors, LLC1,067$238.1K0.15%+1,067New