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 |
|---|---|---|---|---|---|
| MBE Wealth Management, LLC | 1,511 | $337.1K | 0.14% | +105+7.5% | Added |
| Guggenheim Capital LLC | 1,513 | $337.7K | 0.00% | −152−9.1% | Reduced |
| Gilbert & Cook, Inc. | 1,529 | $341.2K | 0.04% | +29+1.9% | Added |
| Wellington Grp LLC | 1,529 | $341.2K | 0.11% | +1,529 | New |
| Legato Capital Management LLC | 1,537 | $343.0K | 0.03% | +1,537 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,542 | $344.1K | 0.02% | −63−3.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,547 | $345.2K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,555 | $347.0K | 0.01% | +1,555 | New |
| Advisory Alpha, LLC | 1,555 | $347.2K | 0.01% | +81+5.5% | Added |
| Tema ETFs LLC | 1,559 | $347.9K | 0.03% | −4−0.3% | Reduced |
| Washington Trust Bank | 1,560 | $348.1K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,554 | $348.3K | 0.07% | −130−7.7% | Reduced |
| Campion Asset Management LLC | 1,565 | $349.3K | 0.24% | 00.0% | Unchanged |
| Private Trust Co NA | 1,576 | $351.7K | 0.03% | −1−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,549 | $352.2K | 0.03% | −200−11.4% | Reduced |
| CWA Asset Management Group, LLC | 1,587 | $354.2K | 0.01% | −126−7.4% | Reduced |
| Trust Point Inc. | 1,590 | $354.8K | 0.03% | −92−5.5% | Reduced |
| We Are One Seven, LLC | 1,594 | $355.7K | 0.01% | −4−0.3% | Reduced |
| Arcadia Investment Management Corp | 1,600 | $357.1K | 0.06% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,601 | $357.3K | 0.00% | −2,782−63.5% | Reduced |
| Diversified Enterprises, LLC | 1,603 | $357.7K | 0.02% | +111+7.4% | Added |
| CX Institutional | 1,618 | $361.0K | 0.01% | −15−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,619 | $361.3K | 0.02% | −139−7.9% | Reduced |
| Strategy Asset Managers LLC | 1,620 | $361.6K | 0.06% | −2−0.1% | Reduced |
| Diversify Advisory Services, LLC | 1,657 | $362.2K | 0.01% | −659−28.5% | Reduced |
| Empire Financial Management Company, LLC | 1,624 | $362.6K | 0.08% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,628 | $364.5K | 0.01% | +1,628 | New |
| Advisors Capital Management, LLC | 1,638 | $365.6K | 0.00% | −59−3.5% | Reduced |
| Eastern Bank | 1,641 | $366.2K | 0.01% | −150−8.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,643 | $366.7K | 0.00% | +446+37.3% | Added |
| Mystic Asset Management, Inc. | 1,646 | $367.3K | 0.08% | −134−7.5% | Reduced |
| Marietta Investment Partners LLC | 1,649 | $368.0K | 0.07% | +115+7.5% | Added |
| Graham Capital Management, L.P. | 1,651 | $368.5K | 0.01% | +1,651 | New |
| Raiffeisen Bank International AG | 1,641 | $369.6K | 0.00% | 00.0% | Unchanged |
| Renasant Bank | 1,660 | $370.5K | 0.25% | −335−16.8% | Reduced |
| Portside Wealth Group, LLC | 1,675 | $373.8K | 0.05% | −344−17.0% | Reduced |
| RMB Capital Management, LLC | 1,673 | $375.0K | 0.01% | +5+0.3% | Added |
| Crestwood Advisors Group LLC | 1,689 | $376.9K | 0.01% | +506+42.8% | Added |
| Wealthspire Advisors, LLC | 1,704 | $380.3K | 0.00% | +776+83.6% | Added |
| Global Retirement Partners, LLC | 1,725 | $384.9K | 0.01% | +419+32.1% | Added |
| Prosperity Advisers, LLC | 1,718 | $385.1K | 0.32% | +1,718 | New |
| Ifrah Financial Services, Inc. | 1,735 | $387.2K | 0.10% | −32−1.8% | Reduced |
| Abacus Wealth Partners, LLC | 1,736 | $387.4K | 0.04% | +1,736 | New |
| MONECO Advisors, LLC | 1,737 | $387.6K | 0.03% | −8−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 1,737 | $387.7K | 0.01% | +336+24.0% | Added |
| Chancellor Financial Group WB LP | 1,739 | $388.1K | 0.27% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,742 | $388.8K | 0.05% | +1,742 | New |
| Davenport & Co LLC | 1,744 | $389.2K | 0.00% | −16−0.9% | Reduced |
| Central Trust Co | 1,746 | $389.7K | 0.01% | +2+0.1% | Added |
| Woodward Diversified Capital, LLC | 1,746 | $389.7K | 0.18% | −50−2.8% | Reduced |
| KFG Wealth Management, LLC | 1,749 | $390.2K | 0.05% | +71+4.2% | Added |
| Pandora Wealth, Inc. | 1,754 | $391.4K | 0.24% | −950−35.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,755 | $391.7K | 0.00% | −63−3.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,764 | $393.7K | 0.01% | +207+13.3% | Added |
| J. Safra Sarasin Holding AG | 1,792 | $399.9K | 0.01% | −1,656−48.0% | Reduced |
| Diversified Trust Co | 1,794 | $400.4K | 0.01% | +1,794 | New |
| Forza Wealth Management, LLC | 1,800 | $401.7K | 0.15% | +50+2.9% | Added |
| Ballentine Partners, LLC | 1,810 | $403.9K | 0.01% | −8−0.4% | Reduced |
| Compass Ion Advisors, LLC | 1,812 | $404.3K | 0.04% | +1+0.1% | Added |
| Marco Investment Management LLC | 1,812 | $404.4K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,820 | $406.2K | 0.05% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,822 | $406.6K | 0.20% | +24+1.3% | Added |
| Gateway Investment Advisers LLC | 1,830 | $408.4K | 0.00% | +622+51.5% | Added |
| Dorsey & Whitney Trust CO LLC | 1,833 | $409.1K | 0.02% | −335−15.5% | Reduced |
| CAPROCK Group, Inc. | 1,798 | $410.0K | 0.01% | −5,503−75.4% | Reduced |
| Brown Brothers Harriman & Co | 1,840 | $410.6K | 0.00% | +31+1.7% | Added |
| Redmond Asset Management, LLC | 1,841 | $410.9K | 0.10% | +75+4.2% | Added |
| TCW Group Inc | 1,843 | $411.3K | 0.00% | +1,843 | New |
| Bridges Investment Management Inc | 1,844 | $411.5K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,844 | $411.6K | 0.04% | +1+0.1% | Added |
| Sunburst Financial Group, LLC | 1,874 | $418.3K | 0.08% | −58−3.0% | Reduced |
| Optas, LLC | 1,877 | $418.9K | 0.07% | +211+12.7% | Added |
| Silver Oak Securities, Inc | 1,865 | $420.0K | 0.03% | +8+0.4% | Added |
| Main Street Financial Solutions, LLC | 1,883 | $420.1K | 0.03% | −13−0.7% | Reduced |
| Huntington National Bank | 1,883 | $420.2K | 0.00% | −97−4.9% | Reduced |
| Second Half Financial Partners, LLC | 1,896 | $423.1K | 0.19% | −208−9.9% | Reduced |
| Signaturefd, LLC | 1,915 | $427.4K | 0.01% | −175−8.4% | Reduced |
| Argos Wealth Advisors, LLC | 1,935 | $431.8K | 0.13% | +1,935 | New |
| Aberdeen Wealth Management LLC | 1,939 | $432.7K | 0.20% | 00.0% | Unchanged |
| Meyer Handelman Co | 1,945 | $434.1K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,948 | $434.7K | 0.00% | −1,996−50.6% | Reduced |
| Financial Management Professionals, Inc. | 1,953 | $437.8K | 0.05% | +14+0.7% | Added |
| Simmons Bank | 1,964 | $438.3K | 0.03% | −459−18.9% | Reduced |
| Applied Finance Capital Management, LLC | 1,978 | $441.4K | 0.03% | +1,978 | New |
| Spire Wealth Management | 1,986 | $443.2K | 0.01% | −55−2.7% | Reduced |
| Leeward Financial Partners, LLC | 2,000 | $446.3K | 0.13% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 2,000 | $446.3K | 0.33% | +2,000 | New |
| Convergence Financial, LLC | 2,001 | $446.6K | 0.07% | +2,001 | New |
| Qtron Investments LLC | 2,001 | $446.6K | 0.06% | −145−6.8% | Reduced |
| E6 Portfolios, LLC | 2,007 | $447.8K | 0.51% | +2,007 | New |
| Mather Group, LLC. | 2,020 | $450.8K | 0.00% | −182−8.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,025 | $451.9K | 0.01% | +8+0.4% | Added |
| Exchange Traded Concepts, LLC | 2,040 | $455.3K | 0.00% | −2−0.1% | Reduced |
| Gen-Wealth Partners Inc | 2,043 | $455.8K | 0.15% | +1,581+342.2% | Added |
| Change Path, LLC | 2,065 | $460.9K | 0.01% | +80+4.0% | Added |
| Leonteq Securities AG | 2,070 | $462.0K | 0.02% | −447−17.8% | Reduced |
| Maripau Wealth Management LLC | 2,072 | $462.3K | 0.21% | +136+7.0% | Added |
| TD Private Client Wealth LLC | 2,084 | $465.2K | 0.01% | −283−12.0% | Reduced |
| Martingale Asset Management L P | 2,086 | $465.5K | 0.01% | +480+29.9% | Added |
| Stevens Capital Management LP | 2,090 | $466.0K | 0.16% | +824+65.1% | Added |