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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
Eagle Bay Advisors LLC1,063$238.4K0.17%00.0%Unchanged
Prosperity Financial Group, Inc.1,071$239.0K0.09%−82−7.1%Reduced
Perigon Wealth Management, LLC1,077$240.3K0.00%−65−5.7%Reduced
Capital Investment Counsel, Inc1,077$240.4K0.03%00.0%Unchanged
Chicago Partners Investment Group LLC1,167$242.2K0.01%−1,323−53.1%Reduced
Sanibel Captiva Trust Company, Inc.1,087$242.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB1,090$243.3K0.01%−206−15.9%Reduced
Parallel Advisors, LLC1,091$243.7K0.00%+24+2.2%Added
Seaside Wealth Management, Inc.1,095$244.4K0.07%−7−0.6%Reduced
GWN Securities Inc.1,097$244.8K0.05%+1,097New
DRW Securities, LLC1,099$245.3K0.02%+1,099New
Texas Bank & Trust Co1,100$245.5K0.09%00.0%Unchanged
Hudson Capital Management LLC1,104$246.4K0.06%00.0%Unchanged
Aprio Wealth Management, LLC1,105$246.5K0.01%+35+3.3%Added
Brogan Financial, Inc.1,108$247.2K0.11%−396−26.3%Reduced
GeoWealth Management, LLC1,113$248.4K0.01%+190+20.6%Added
Astoria Portfolio Advisors LLC.1,417$249.0K0.06%+280+24.6%Added
Key Financial Inc1,117$249.3K0.05%00.0%Unchanged
Davies Financial Advisors, Inc.1,119$249.7K0.46%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc1,119$250.0K0.03%00.0%Unchanged
Park National Corp1,127$251.5K0.01%−5−0.4%Reduced
Storgate, LLC1,132$252.6K0.21%+1,132New
Bucket List Wealth Management, LLC1,134$253.1K0.15%+1,134New
Hanson & Doremus Investment Management1,150$257.0K0.03%00.0%Unchanged
Novak & Powell Financial Services, Inc.1,152$257.2K0.13%00.0%Unchanged
Moneta Group Investment Advisors LLC1,153$257.3K0.00%−455−28.3%Reduced
Cigna Investments Inc1,154$258.0K0.04%00.0%Unchanged
Choate Investment Advisors1,158$258.4K0.01%00.0%Unchanged
Alta Capital Management LLC1,161$259.1K0.02%−1,520−56.7%Reduced
Cresset Asset Management, LLC1,165$261.2K0.00%+320+37.9%Added
Sagespring Wealth Partners, LLC1,171$261.4K0.00%−565−32.5%Reduced
Tannin Capital LLC1,176$262.4K0.23%+1,176New
Harvey Investment Co LLC1,188$265.0K0.03%00.0%Unchanged
Equitable Trust Co1,189$265.3K0.01%00.0%Unchanged
Advisors Preferred, LLC1,204$265.4K0.04%+212+21.4%Added
Ascent Group, LLC1,191$265.8K0.01%+156+15.1%Added
Umb Bank N A1,198$267.4K0.00%+213+21.6%Added
Grove Street Fiduciary, LLC1,199$267.6K0.11%00.0%Unchanged
Norris Perne & French LLP1,200$267.8K0.02%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC1,200$267.8K0.13%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,205$268.9K0.11%00.0%Unchanged
PCM Encore, LLC1,209$269.9K0.06%+1,209New
Ninety One North America, Inc.1,221$272.5K0.01%−391−24.3%Reduced
Petros Family Wealth, LLC1,221$272.5K0.18%−1−0.1%Reduced
EverSource Wealth Advisors, LLC1,238$276.5K0.01%+394+46.7%Added
Albion Financial Group1,240$276.7K0.02%−1,237−49.9%Reduced
Camden Capital, LLC1,241$277.0K0.02%+151+13.9%Added
BSW Wealth Partners1,246$278.2K0.03%−285−18.6%Reduced
Accurate Wealth Management, LLC1,246$278.3K0.04%+134+12.1%Added
Advisor OS, LLC1,253$279.6K0.02%−19−1.5%Reduced
Fulton Bank, N.A.1,254$279.9K0.01%−120−8.7%Reduced
Caitlin John, LLC1,257$280.5K0.18%+1,257New
Ronald Blue Trust, Inc.1,259$281.0K0.00%−27−2.1%Reduced
Flagship Harbor Advisors, LLC1,260$281.4K0.01%−41−3.2%Reduced
Nilsine Partners, LLC1,261$281.4K0.02%+43+3.5%Added
David Loasby1,262$281.5K0.02%+286+29.3%Added
QSV Equity Investors LLC1,283$286.3K0.42%−56−4.2%Reduced
Pinnacle Wealth Planning Services, Inc.1,286$286.9K0.03%+45+3.6%Added
Washington Trust Advisors, Inc.1,286$287.0K0.02%00.0%Unchanged
Ewa, LLC1,288$287.4K0.07%−70−5.2%Reduced
Safe Harbor Fiduciary, LLC1,296$289.2K0.26%+1,296New
Penobscot Investment Management Company, Inc.1,299$289.9K0.02%00.0%Unchanged
Resources Management Corp1,315$293.0K0.04%−10−0.8%Reduced
Dynamic Advisor Solutions LLC1,326$296.0K0.01%−103−7.2%Reduced
Ameritas Investment Partners, Inc.1,333$297.6K0.01%+1+0.1%Added
Alpha Cubed Investments, LLC1,343$299.8K0.01%+1,343New
Fieldview Capital Management, LLC1,344$299.9K0.05%−2,479−64.8%Reduced
Everpar Advisors LLC1,344$299.9K0.11%−278−17.1%Reduced
Atwater Malick LLC1,349$301.1K0.08%−37−2.7%Reduced
Atlas Brown,Inc.1,364$304.4K0.09%+5+0.4%Added
LaSalle St. Investment Advisors, LLC1,370$305.0K0.05%−21−1.5%Reduced
AssuredPartners Investment Advisors, LLC1,371$305.9K0.05%+1,371New
Prelude Capital Management, LLC1,371$306.0K0.02%+1,371New
Sterling Capital Management LLC1,389$310.0K0.01%+569+69.4%Added
Kathmere Capital Management, LLC1,392$310.7K0.02%+20+1.5%Added
Traphagen Investment Advisors LLC1,394$311.1K0.03%−37−2.6%Reduced
Hall Laurie J Trustee1,400$312.4K0.10%−200−12.5%Reduced
Radnor Capital Management, LLC1,407$314.0K0.05%00.0%Unchanged
J.W. Cole Advisors, Inc.1,642$314.4K0.01%−1,028−38.5%Reduced
Mitchell McLeod Pugh & Williams Inc1,732$315.1K0.04%−25−1.4%Reduced
AE Wealth Management LLC1,415$315.9K0.00%−29−2.0%Reduced
Advyzon Investment Management, LLC1,423$317.5K0.04%+397+38.7%Added
Clark Financial Services Group Inc1,434$319.5K0.17%+31+2.2%Added
Childress Capital Advisors, LLC1,447$322.9K0.05%+478+49.3%Added
Apella Capital, LLC1,447$322.9K0.01%+6+0.4%Added
D.A. Davidson & Co.1,451$323.8K0.00%+167+13.0%Added
Bennett Associates Wealth Management1,460$325.8K0.23%+1,460New
Ipswich Investment Management Co., Inc.1,465$326.9K0.08%00.0%Unchanged
Maridea Wealth Management LLC1,470$328.1K0.05%−802−35.3%Reduced
GTS Securities LLC1,474$329.0K0.01%+606+69.8%Added
Verity Asset Management, Inc.1,478$329.7K0.14%+1,478New
Magnetar Financial LLC1,479$330.1K0.00%−27,129−94.8%Reduced
D. E. Shaw & Co., Inc.1,479$330.1K0.00%00.0%Unchanged
Evergreen Capital Management LLC1,473$330.2K0.01%+391+36.1%Added
Stonehearth Capital Management, LLC1,480$330.3K0.12%00.0%Unchanged
National Wealth Management Group, LLC1,493$333.2K0.12%+1,493New
Anchor Investment Management, LLC1,500$334.8K0.03%00.0%Unchanged
Shore Point Advisors, LLC1,504$335.6K0.14%00.0%Unchanged
SHP Wealth Management1,504$335.7K0.03%+1,504New
National Asset Management, Inc.1,508$336.6K0.02%−10−0.7%Reduced