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 |
|---|---|---|---|---|---|
| Osmosis Investment Management UK Ltd | 3,498 | $784.1K | 0.02% | +3,498 | New |
| Ieq Capital, LLC | 3,546 | $791.4K | 0.00% | −216−5.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,591 | $801.4K | 0.01% | +161+4.7% | Added |
| MGB Wealth Management, LLC | 3,590 | $801.6K | 0.23% | −158−4.2% | Reduced |
| Union Bancaire Privee, UBP SA | 3,532 | $803.1K | 0.01% | +1,961+124.8% | Added |
| Buckhead Capital Management LLC | 3,599 | $803.2K | 0.29% | +726+25.3% | Added |
| iA Global Asset Management Inc. | 3,608 | $805.0K | 0.01% | −1,597−30.7% | Reduced |
| Ofi Invest Asset Management | 3,745 | $806.5K | 0.01% | +2,664+246.4% | Added |
| TownSquare Capital, LLC | 3,622 | $808.3K | 0.18% | −6,066−62.6% | Reduced |
| Accredited Investors Inc. | 3,655 | $815.7K | 0.04% | +84+2.4% | Added |
| Bradley Foster & Sargent Inc | 3,675 | $820.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,730 | $832.4K | 0.01% | −3−0.1% | Reduced |
| Lord & Richards Wealth Management, LLC | 3,753 | $837.2K | 0.72% | −2,434−39.3% | Reduced |
| Triangle Securities Wealth Management | 3,756 | $838.3K | 0.18% | +260+7.4% | Added |
| Smallwood Wealth Investment Management, LLC | 3,765 | $840.4K | 0.44% | +11+0.3% | Added |
| Jacobi Capital Management LLC | 3,795 | $846.9K | 0.05% | +952+33.5% | Added |
| RSM US Wealth Management LLC | 3,794 | $854.7K | 0.01% | −417−9.9% | Reduced |
| Jane Street Group, LLC | 3,859 | $861.2K | 0.00% | −84,541−95.6% | Reduced |
| Vise Technologies, Inc. | 3,863 | $862.1K | 0.02% | +628+19.4% | Added |
| DT Investment Partners, LLC | 3,870 | $863.7K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,881 | $866.1K | 0.02% | +1,286+49.6% | Added |
| Tributary Capital Management, LLC | 3,888 | $867.7K | 0.09% | −124−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,889 | $868.0K | 0.20% | −553−12.4% | Reduced |
| Welch & Forbes LLC | 3,900 | $870.4K | 0.01% | −75−1.9% | Reduced |
| Empirical Finance, LLC | 3,938 | $878.8K | 0.04% | −172−4.2% | Reduced |
| Oppenheimer & Co Inc | 3,959 | $883.5K | 0.01% | +34+0.9% | Added |
| North Dakota State Investment Board | 3,996 | $891.8K | 0.03% | +3,996 | New |
| Coastal Bridge Advisors, LLC | 3,998 | $891.9K | 0.07% | −13−0.3% | Reduced |
| Bank Ozk | 4,000 | $892.7K | 0.32% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,005 | $893.8K | 0.20% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,030 | $903.3K | 0.12% | +15+0.4% | Added |
| LVW Advisors, LLC | 4,059 | $905.8K | 0.09% | −1,174−22.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,075 | $909.4K | 0.00% | −29,529−87.9% | Reduced |
| Ossiam | 4,168 | $930.2K | 0.02% | −4,062−49.4% | Reduced |
| Tiaa Trust, National Association | 4,207 | $938.9K | 0.00% | −159−3.6% | Reduced |
| Omers Administration Corp | 4,225 | $942.9K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,242 | $946.7K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,273 | $953.6K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,322 | $964.5K | 0.01% | −305−6.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 4,379 | $977.3K | 0.04% | −387−8.1% | Reduced |
| Brevan Howard Capital Management LP | 4,436 | $990.0K | 0.02% | +2,886+186.2% | Added |
| East Coast Asset Management, LLC. | 4,438 | $990.5K | 0.29% | +950+27.2% | Added |
| Burling Wealth Partners, LLC | 4,471 | $997.8K | 0.16% | −217−4.6% | Reduced |
| Eukles Asset Management | 4,557 | $1.02M | 0.40% | +121+2.7% | Added |
| Summit Trail Advisors, LLC | 4,554 | $1.02M | 0.02% | −665−12.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,614 | $1.03M | 0.00% | −23−0.5% | Reduced |
| Silvercrest Asset Management Group LLC | 4,687 | $1.05M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,732 | $1.06M | 0.01% | −727−13.3% | Reduced |
| Menard Financial Group LLC | 4,735 | $1.06M | 0.73% | +154+3.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,761 | $1.06M | 0.08% | +1,644+52.7% | Added |
| Commerzbank Aktiengesellschaft | 4,772 | $1.06M | 0.02% | +4,772 | New |
| Prospera Financial Services Inc | 4,779 | $1.07M | 0.02% | +51+1.1% | Added |
| MUFG Securities EMEA plc | 4,785 | $1.07M | 0.01% | +2,543+113.4% | Added |
| Geneos Wealth Management Inc. | 4,807 | $1.07M | 0.03% | +528+12.3% | Added |
| Glenmede Trust Co NA | 4,831 | $1.08M | 0.01% | +4,831 | New |
| NewEdge Wealth, LLC | 4,901 | $1.09M | 0.01% | +468+10.6% | Added |
| HighPoint Advisor Group LLC | 5,002 | $1.12M | 0.02% | −36−0.7% | Reduced |
| Savant Capital, LLC | 5,008 | $1.12M | 0.01% | −326−6.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 5,093 | $1.14M | 0.05% | +300+6.3% | Added |
| Pensionmark Financial Group, LLC | 5,098 | $1.14M | 0.02% | +2,729+115.2% | Added |
| Vestcor Inc | 5,112 | $1.14M | 0.03% | +52+1.0% | Added |
| Keeler Thomas Management LLC | 5,125 | $1.14M | 0.55% | +22+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 5,136 | $1.15M | 0.00% | +5,136 | New |
| HB Wealth Management, LLC | 5,152 | $1.15M | 0.01% | −215−4.0% | Reduced |
| GAMMA Investing LLC | 5,196 | $1.16M | 0.06% | +202+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 5,274 | $1.18M | 0.00% | −220−4.0% | Reduced |
| Intech Investment Management LLC | 5,343 | $1.19M | 0.01% | −5,228−49.5% | Reduced |
| New Mexico Educational Retirement Board | 5,350 | $1.19M | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,358 | $1.20M | 0.00% | −151,049−96.6% | Reduced |
| Integrated Quantitative Investments LLC | 5,361 | $1.20M | 0.26% | +1,735+47.8% | Added |
| Cedar Mountain Advisors, LLC | 5,380 | $1.20M | 0.23% | +22+0.4% | Added |
| Mediolanum International Funds Ltd | 5,359 | $1.21M | 0.01% | +5,359 | New |
| Sumitomo Life Insurance Co | 5,421 | $1.21M | 0.03% | +30+0.6% | Added |
| E. Ohman J:or Asset Management AB | 5,450 | $1.22M | 0.03% | 00.0% | Unchanged |
| Arwa LLC | 5,482 | $1.22M | 0.71% | +5,482 | New |
| Dynasty Wealth Management, LLC | 5,510 | $1.23M | 0.01% | +49+0.9% | Added |
| Cynosure Management, LLC | 5,512 | $1.23M | 0.13% | +260+5.0% | Added |
| Ostrum Asset Management | 5,524 | $1.23M | 0.06% | +302+5.8% | Added |
| TCTC Holdings, LLC | 5,547 | $1.24M | 0.04% | −500−8.3% | Reduced |
| Atomi Financial Group, Inc. | 5,569 | $1.24M | 0.04% | −428−7.1% | Reduced |
| Farther Finance Advisors, LLC | 5,572 | $1.24M | 0.01% | +78+1.4% | Added |
| SNS Financial Group, LLC | 5,566 | $1.25M | 0.11% | −93−1.6% | Reduced |
| Stephens Inc | 5,432 | $1.26M | 0.02% | +4,245+357.6% | Added |
| Zions Bancorporation, National Association | 5,648 | $1.26M | 0.06% | −1,595−22.0% | Reduced |
| Maryland State Retirement & Pension System | 5,664 | $1.26M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,750 | $1.27M | 0.00% | +365+6.8% | Added |
| Gulf International Bank (UK) Ltd | 5,719 | $1.28M | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,745 | $1.28M | 0.03% | −214−3.6% | Reduced |
| Summit Financial, LLC | 5,768 | $1.29M | 0.02% | −36−0.6% | Reduced |
| Centaurus Financial, Inc. | 5,841 | $1.30M | 0.06% | +370+6.8% | Added |
| Spears Abacus Advisors LLC | 5,877 | $1.31M | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,917 | $1.32M | 0.65% | +219+3.8% | Added |
| Xxi Wealth, LLC | 5,938 | $1.33M | 0.81% | +5,938 | New |
| NBC Securities, Inc. | 5,948 | $1.33M | 0.10% | −60−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 5,961 | $1.33M | 0.66% | −80−1.3% | Reduced |
| Crawford Investment Counsel Inc | 5,981 | $1.33M | 0.02% | −100−1.6% | Reduced |
| Louisiana State Employees Retirement System | 6,000 | $1.34M | 0.02% | −100−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,012 | $1.34M | 0.02% | +1,928+47.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 6,000 | $1.36M | 0.08% | +6,000 | New |
| Dai-Ichi Life Insurance Company, Ltd | 6,141 | $1.37M | 0.04% | −700−10.2% | Reduced |