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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
Tectonic Advisors LLC2,100$468.7K0.02%+88+4.4%Added
Pittenger & Anderson Inc2,100$468.7K0.02%−12,145−85.3%Reduced
Warren Averett Asset Management, LLC2,101$468.9K0.00%+365+21.0%Added
Sompo Asset Management Co., Ltd.2,110$470.9K0.08%−350−14.2%Reduced
Snowden Capital Advisors LLC2,107$472.3K0.01%−87−4.0%Reduced
Skopos Labs, Inc.2,079$472.5K0.02%+846+68.6%Added
Rehmann Capital Advisory Group2,116$473.7K0.02%−281−11.7%Reduced
Ninety One UK Ltd2,128$474.9K0.00%−553−20.6%Reduced
Heritage Wealth Advisors2,130$475.4K0.02%00.0%Unchanged
Baker Ellis Asset Management LLC2,131$475.6K0.06%00.0%Unchanged
Aaron Wealth Advisors2,164$482.9K0.03%−954−30.6%Reduced
IFP Advisors, Inc2,177$485.8K0.01%+155+7.7%Added
Norden Group LLC2,189$488.6K0.05%−279−11.3%Reduced
Ellevest, Inc.2,202$491.4K0.07%−262−10.6%Reduced
Miracle Mile Advisors, LLC2,214$494.2K0.01%−148−6.3%Reduced
Exchange Bank2,250$502.1K0.35%00.0%Unchanged
Ritholtz Wealth Management2,305$514.5K0.01%−1,769−43.4%Reduced
Dividend Assets Capital, LLC2,313$516.2K0.10%−462−16.6%Reduced
One + One Wealth Management, LLC2,314$516.4K0.24%−123−5.0%Reduced
Private Advisor Group, LLC2,314$516.5K0.00%+208+9.9%Added
Evolve Private Wealth, LLC2,307$517.1K0.03%+2,307New
Resources Investment Advisors, LLC.2,318$517.4K0.01%−854−26.9%Reduced
MQS Management LLC2,319$517.5K0.31%+274+13.4%Added
Fiduciary Family Office, LLC2,325$518.9K0.15%−807−25.8%Reduced
Unique Wealth, LLC2,336$521.2K0.07%−326−12.2%Reduced
Belpointe Asset Management LLC2,340$522.4K0.02%+836+55.6%Added
SeaBridge Investment Advisors LLC2,344$523.1K0.09%00.0%Unchanged
Frank, Rimerman Advisors LLC2,366$528.0K0.03%+2,366New
Segment Wealth Management, LLC2,371$529.1K0.03%00.0%Unchanged
Argent Trust Co2,384$532.0K0.02%−38−1.6%Reduced
Ami Asset Management Corp2,388$532.9K0.03%−89−3.6%Reduced
Gibbs Wealth Management2,399$535.9K0.13%−266−10.0%Reduced
Mount Yale Investment Advisors, LLC2,393$536.3K0.03%+195+8.9%Added
Rockland Trust Co2,433$543.0K0.02%−209−7.9%Reduced
Sowell Financial Services LLC2,434$543.2K0.02%+94+4.0%Added
Tyche Wealth Partners LLC2,448$546.4K0.09%+2,448New
Shufro Rose & Co LLC2,500$557.9K0.04%00.0%Unchanged
Syon Capital LLC2,511$560.4K0.03%−55−2.1%Reduced
Baker Avenue Asset Management, LP2,514$561.0K0.01%−326−11.5%Reduced
Venturi Wealth Management, LLC2,521$562.6K0.02%−146−5.5%Reduced
Mutual Advisors, LLC2,538$566.4K0.01%−29−1.1%Reduced
Wedmont Private Capital2,586$567.6K0.02%−332−11.4%Reduced
Harvest Fund Management Co., Ltd2,547$568.0K0.02%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,565$572.3K0.15%+48+1.9%Added
Canada Post Corp Registered Pension Plan2,570$573.5K0.02%+620+31.8%Added
Everence Capital Management Inc2,596$579.0K0.03%00.0%Unchanged
Arkadios Wealth Advisors2,605$581.4K0.01%−251−8.8%Reduced
Brown Miller Wealth Management, LLC2,608$582.0K0.16%+18+0.7%Added
Equitable Holdings, Inc.2,621$584.9K0.00%+420+19.1%Added
Savvy Advisors, Inc.2,624$585.6K0.02%+2,624New
Great Lakes Advisors, LLC2,630$586.9K0.00%00.0%Unchanged
Wilian Securities, LLC2,653$592.1K0.64%+2,653New
Fisher Asset Management, LLC2,662$594.3K0.00%+1,075+67.7%Added
First Heartland Consultants, Inc.2,669$595.6K0.05%+158+6.3%Added
WealthTrust Axiom LLC2,681$598.3K0.15%00.0%Unchanged
Quantbot Technologies LP2,701$602.8K0.02%−257−8.7%Reduced
Moody Lynn & Lieberson, LLC2,716$606.1K0.03%−158−5.5%Reduced
Chicago Trust Co NA2,732$609.7K0.10%−10.0%Reduced
AlphaGrep UK Ltd2,750$613.7K0.20%+2,750New
Clarus Group, Inc.2,769$618.0K0.22%−191−6.5%Reduced
Meiji Yasuda Asset Management Co Ltd.2,802$625.3K0.03%+1,878+203.2%Added
Meeder Advisory Services, Inc.2,821$629.6K0.03%−367−11.5%Reduced
Inscription Capital, LLC2,889$644.8K0.07%+1,534+113.2%Added
Plato Investment Management Ltd2,879$645.6K0.04%00.0%Unchanged
Vontobel Holding Ltd.2,896$646.3K0.00%−3,704−56.1%Reduced
Sepio Capital, LP2,903$647.9K0.04%+1,119+62.7%Added
Morningstar Investment Management LLC2,902$648.0K0.04%00.0%Unchanged
Legacy Capital Wealth Partners, LLC2,913$650.0K0.14%−35−1.2%Reduced
ISAM Funds (UK) Ltd2,919$651.4K0.23%+2,919New
Hilltop Holdings Inc.2,923$652.3K0.04%−278−8.7%Reduced
Kidder Stephen W2,950$658.4K0.19%00.0%Unchanged
Boothbay Fund Management, LLC2,951$658.6K0.02%−96−3.2%Reduced
Paladin Partners, LLC3,050$680.7K0.51%+3,050New
CWS Financial Advisors, LLC3,053$681.3K0.18%+318+11.6%Added
Kentucky Retirement Systems Insurance Trust Fund3,067$684.5K0.04%00.0%Unchanged
BHK Investment Advisors, LLC3,071$685.4K0.23%+385+14.3%Added
Guardian Wealth Management, Inc.3,098$691.4K0.41%−89−2.8%Reduced
Securian Asset Management, Inc3,140$700.8K0.03%−2,501−44.3%Reduced
MUFG Securities Americas Inc.3,145$701.9K0.04%−14−0.4%Reduced
Havemeyer Place LP3,152$703.4K0.14%+3,152New
Thurston, Springer, Miller, Herd & Titak, Inc.3,177$709.0K0.25%+1,993+168.3%Added
Farringdon Capital, Ltd.3,190$711.9K0.17%+3,190New
Axq Capital, LP3,190$711.9K0.16%+3,190New
Tower Research Capital LLC (TRC)3,203$714.8K0.02%+1,475+85.4%Added
Longaeva Partners L.P.3,213$717.0K0.09%+3,213New
D.B. Root & Company, LLC3,240$723.1K0.18%−3−0.1%Reduced
Jacobs Levy Equity Management, Inc3,246$724.4K0.00%−60,662−94.9%Reduced
Sequoia Financial Advisors, LLC3,246$724.4K0.00%+77+2.4%Added
SWMG, LLC3,999$727.5K0.20%−840−17.4%Reduced
Bridgewater Advisors Inc.3,561$729.1K0.05%+15+0.4%Added
IFG Advisory, LLC3,275$730.9K0.03%+99+3.1%Added
United Advisor Group, LLC3,293$734.9K0.09%+36+1.1%Added
Mission Wealth Management, LP3,317$740.1K0.02%−721−17.9%Reduced
V-Square Quantitative Management LLC3,317$740.3K0.08%+3,317New
Prime Capital Investment Advisors, LLC3,317$740.3K0.01%+682+25.9%Added
ABLE Financial Group, LLC3,339$745.2K0.15%−173−4.9%Reduced
Atlas Legacy Advisors, LLC3,444$768.6K0.13%+366+11.9%Added
Keybank National Association3,454$770.8K0.00%+1,791+107.7%Added
Icon Wealth Advisors, LLC3,480$771.5K0.05%+3+0.1%Added
Quadrant Capital Group LLC3,460$772.2K0.02%−227−6.2%Reduced