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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 13,250 | $2.96M | 0.00% | +7,029+113.0% | Added |
| OP Asset Management Ltd | 13,268 | $2.96M | 0.04% | +511+4.0% | Added |
| Kepler Cheuvreux (Suisse) SA | 13,324 | $2.97M | 0.17% | −1,023−7.1% | Reduced |
| Strengthening Families & Communities, LLC | 13,341 | $2.98M | 1.06% | +428+3.3% | Added |
| Roundview Capital LLC | 13,354 | $2.98M | 0.18% | +1,685+14.4% | Added |
| Oregon Public Employees Retirement Fund | 13,383 | $2.99M | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 13,440 | $3.00M | 0.02% | −186−1.4% | Reduced |
| First National Advisers, LLC | 13,697 | $3.06M | 0.42% | −1,512−9.9% | Reduced |
| Modern Wealth Management, LLC | 14,142 | $3.16M | 0.06% | −33−0.2% | Reduced |
| Mercer Global Advisors Inc | 15,015 | $3.21M | 0.00% | +1,607+12.0% | Added |
| Wealthfront Advisers LLC | 14,366 | $3.21M | 0.01% | −5,178−26.5% | Reduced |
| Sanctuary Advisors, LLC | 14,479 | $3.23M | 0.02% | +817+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,564 | $3.25M | 0.02% | +1,086+8.1% | Added |
| Advisory Services Network, LLC | 14,580 | $3.25M | 0.05% | +70+0.5% | Added |
| Intrust Bank NA | 14,623 | $3.26M | 0.27% | −462−3.1% | Reduced |
| Dean Investment Associates, LLC | 14,647 | $3.27M | 0.47% | +266+1.8% | Added |
| Guardian Wealth Advisors, LLC | 14,661 | $3.27M | 0.21% | +445+3.1% | Added |
| JustInvest LLC | 14,730 | $3.29M | 0.03% | −92−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,807 | $3.30M | 0.01% | −3,378−18.6% | Reduced |
| Pacer Advisors, Inc. | 15,031 | $3.35M | 0.01% | +5,529+58.2% | Added |
| Second Line Capital, LLC | 14,979 | $3.36M | 0.69% | +492+3.4% | Added |
| NEOS Investment Management LLC | 15,066 | $3.36M | 0.02% | +2,474+19.6% | Added |
| Public Sector Pension Investment Board | 15,140 | $3.38M | 0.01% | +5,028+49.7% | Added |
| Nissay Asset Management Corp | 15,277 | $3.41M | 0.02% | +141+0.9% | Added |
| Yousif Capital Management, LLC | 16,488 | $3.45M | 0.04% | −277−1.7% | Reduced |
| Callan Family Office, LLC | 15,507 | $3.46M | 0.07% | +8,863+133.4% | Added |
| Bleakley Financial Group, LLC | 15,589 | $3.48M | 0.06% | +15,589 | New |
| State of Alaska, Department of Revenue | 15,615 | $3.48M | 0.04% | −915−5.5% | Reduced |
| Bryn Mawr Trust Co | 15,735 | $3.51M | 0.08% | +133+0.9% | Added |
| Rakuten Investment Management, Inc. | 15,592 | $3.55M | 0.01% | −159,220−91.1% | Reduced |
| Neuberger Berman Group LLC | 16,032 | $3.58M | 0.00% | −135,653−89.4% | Reduced |
| Candriam Luxembourg S.C.A. | 16,045 | $3.58M | 0.02% | −952−5.6% | Reduced |
| Middleton & Co Inc | 16,225 | $3.62M | 0.38% | −140−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 16,124 | $3.63M | 0.01% | −4,495−21.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,703 | $3.73M | 0.04% | −3,861−18.8% | Reduced |
| Generali Asset Management SPA SGR | 16,835 | $3.76M | 0.08% | +3,467+25.9% | Added |
| New York Life Investment Management LLC | 16,947 | $3.78M | 0.03% | −158−0.9% | Reduced |
| Long Road Investment Counsel, LLC | 16,950 | $3.78M | 1.43% | −275−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 17,046 | $3.80M | 0.04% | +5,789+51.4% | Added |
| Security National Bank | 17,098 | $3.82M | 0.55% | +246+1.5% | Added |
| Parsons Capital Management Inc | 17,351 | $3.87M | 0.21% | +298+1.7% | Added |
| Nordwand Advisors, LLC | 17,535 | $3.91M | 0.68% | +115+0.7% | Added |
| Princeton Global Asset Management LLC | 17,582 | $3.92M | 0.64% | +78+0.4% | Added |
| Railway Pension Investments Ltd | 17,700 | $3.95M | 0.05% | +8,800+98.9% | Added |
| Bell Asset Management Ltd | 17,777 | $3.99M | 1.07% | +5,747+47.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,939 | $4.00M | 0.09% | −32,378−64.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,952 | $4.01M | 0.03% | −918−4.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,966 | $4.01M | 0.02% | +88+0.5% | Added |
| Polar Asset Management Partners Inc. | 17,978 | $4.01M | 0.08% | +17,978 | New |
| Independent Advisor Alliance | 17,996 | $4.02M | 0.10% | +332+1.9% | Added |
| Aureus Asset Management, LLC | 18,456 | $4.12M | 0.26% | −11,084−37.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,744 | $4.18M | 0.04% | +8,700+86.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 18,895 | $4.22M | 1.82% | +62+0.3% | Added |
| Erste Asset Management GmbH | 18,720 | $4.26M | 0.04% | −1,625−8.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 19,085 | $4.28M | 0.20% | +85+0.4% | Added |
| Burney Co | 19,245 | $4.29M | 0.13% | +108+0.6% | Added |
| Utah Retirement Systems | 19,251 | $4.30M | 0.04% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $4.35M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,560 | $4.37M | 0.01% | +9,960+103.8% | Added |
| Ensign Peak Advisors, Inc | 19,649 | $4.39M | 0.01% | −27,497−58.3% | Reduced |
| Stratos Wealth Partners, LTD. | 19,670 | $4.39M | 0.05% | +72+0.4% | Added |
| Core Alternative Capital | 19,845 | $4.43M | 1.22% | −1,037−5.0% | Reduced |
| Woodline Partners LP | 19,916 | $4.44M | 0.02% | +4,436+28.7% | Added |
| Allen Capital Group, LLC | 20,115 | $4.49M | 0.41% | +871+4.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,139 | $4.49M | 0.04% | +370+1.9% | Added |
| Bank of Nova Scotia | 20,219 | $4.51M | 0.01% | −3,662−15.3% | Reduced |
| Prudential PLC | 20,311 | $4.53M | 0.04% | −3,622−15.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 20,423 | $4.56M | 0.06% | +5,375+35.7% | Added |
| British Columbia Investment Management Corp | 20,676 | $4.61M | 0.02% | +3,796+22.5% | Added |
| Cerity Partners LLC | 20,714 | $4.62M | 0.01% | −3,804−15.5% | Reduced |
| Kensington Investment Counsel, LLC | 20,934 | $4.67M | 1.90% | +843+4.2% | Added |
| KBC Group NV | 21,163 | $4.72M | 0.01% | −195−0.9% | Reduced |
| Griffin Asset Management, Inc. | 21,347 | $4.76M | 0.52% | +1,281+6.4% | Added |
| Bridgewater Associates, LP | 21,352 | $4.77M | 0.02% | +12,543+142.4% | Added |
| Fifth Third Bancorp | 21,556 | $4.81M | 0.02% | −1,142−5.0% | Reduced |
| USS Investment Management Ltd | 21,770 | $4.86M | 0.02% | +1,665+8.3% | Added |
| Occidental Asset Management, LLC | 21,793 | $4.86M | 0.58% | +911+4.4% | Added |
| Evexia Wealth LLC | 22,182 | $4.90M | 1.37% | −783−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,206 | $4.96M | 0.01% | +3,781+20.5% | Added |
| Commonwealth Equity Services, LLC | 22,469 | $5.01M | 0.01% | −3,986−15.1% | Reduced |
| Squarepoint Ops LLC | 22,492 | $5.02M | 0.01% | −83,334−78.7% | Reduced |
| Allianz Asset Management GmbH | 22,606 | $5.04M | 0.01% | −8,727−27.9% | Reduced |
| Pathstone Holdings, LLC | 22,879 | $5.11M | 0.02% | +909+4.1% | Added |
| Zevenbergen Capital Investments LLC | 23,040 | $5.14M | 0.11% | −70−0.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 23,148 | $5.19M | 0.79% | +373+1.6% | Added |
| Ethic Inc. | 23,544 | $5.25M | 0.08% | −4,635−16.4% | Reduced |
| Macquarie Group Ltd | 23,863 | $5.33M | 0.02% | −658,130−96.5% | Reduced |
| WSFS Capital Management, LLC | 23,864 | $5.33M | 0.26% | −150−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,048 | $5.37M | 0.02% | −289−1.2% | Reduced |
| Daiwa Securities Group Inc. | 24,050 | $5.37M | 0.02% | −3,432−12.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,386 | $5.44M | 0.01% | −9,176−27.3% | Reduced |
| Credit Agricole S A | 24,408 | $5.45M | 0.02% | −75,875−75.7% | Reduced |
| Level Four Advisory Services, LLC | 24,507 | $5.47M | 0.18% | +360+1.5% | Added |
| Palmer Knight Co | 24,569 | $5.48M | 2.88% | −4,923−16.7% | Reduced |
| Retirement Systems of Alabama | 24,833 | $5.54M | 0.02% | −154−0.6% | Reduced |
| M&T Bank Corp | 24,846 | $5.54M | 0.02% | −976−3.8% | Reduced |
| Elo Mutual Pension Insurance Co | 24,857 | $5.55M | 0.09% | +5,039+25.4% | Added |
| Amalgamated Bank | 25,019 | $5.58M | 0.04% | −1,787−6.7% | Reduced |
| Brady Family Wealth, LLC | 25,603 | $5.71M | 1.76% | −194−0.8% | Reduced |
| Atria Investments LLC | 26,526 | $5.92M | 0.07% | −2,446−8.4% | Reduced |