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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 650 | $145.1K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 640 | $142.0K | 0.00% | −4−0.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 621 | $138.6K | 0.01% | −40−6.1% | Reduced |
| Union Savings Bank | 620 | $138.4K | 0.06% | +620 | New |
| State of Wyoming | 615 | $137.3K | 0.02% | −1,225−66.6% | Reduced |
| MidFirst Bank | 608 | $135.7K | 0.01% | +608 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 605 | $135.0K | 0.00% | +605 | New |
| Kennebec Savings Bank | 600 | $133.9K | 0.12% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 596 | $133.0K | 0.03% | +434+267.9% | Added |
| LFA - Lugano Financial Advisors SA | 594 | $132.6K | 0.07% | +594 | New |
| Harbour Investments, Inc. | 591 | $131.9K | 0.00% | +115+24.2% | Added |
| Quent Capital, LLC | 560 | $125.1K | 0.01% | +11+2.0% | Added |
| Basecamp Wealth Advisors LLC | 547 | $122.1K | 0.03% | +547 | New |
| Atlantic Trust, LLC | 516 | $115.2K | 0.02% | −24−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 513 | $114.5K | 0.00% | +216+72.7% | Added |
| Covestor Ltd | 500 | $112.0K | 0.06% | −16−3.1% | Reduced |
| Broadwater Capital Management LLC | 500 | $111.6K | 0.08% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 495 | $110.5K | 0.03% | +316+176.5% | Added |
| Fulcrum Asset Management LLP | 480 | $108.1K | 0.03% | −14−2.8% | Reduced |
| Chilton Capital Management LLC | 482 | $107.6K | 0.00% | −47−8.9% | Reduced |
| Clearstead Advisors, LLC | 481 | $107.3K | 0.00% | +56+13.2% | Added |
| Acadian Asset Management LLC | 486 | $107.0K | 0.00% | −1,386−74.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 478 | $106.7K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 458 | $102.2K | 0.01% | +458 | New |
| Trust Co of Toledo NA | 450 | $100.4K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 450 | $100.4K | 0.01% | +197+77.9% | Added |
| AdvisorNet Financial, Inc | 436 | $97.3K | 0.01% | +13+3.1% | Added |
| Financial Network Wealth Advisors LLC | 430 | $96.0K | 0.10% | +3+0.7% | Added |
| First Command Advisory Services, Inc. | 425 | $94.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 421 | $94.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 420 | $93.7K | 0.02% | −411−49.5% | Reduced |
| Armstrong Advisory Group, Inc | 414 | $92.4K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 403 | $89.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 378 | $84.4K | 0.00% | +377+37,700.0% | Added |
| Trust Co of Vermont | 375 | $83.7K | 0.00% | +120+47.1% | Added |
| South State Corp. | 363 | $81.0K | 0.00% | +2+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 361 | $80.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 357 | $80.0K | 0.04% | −3−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 355 | $79.2K | 0.01% | +3+0.9% | Added |
| Pinnacle Bancorp, Inc. | 354 | $79.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 339 | $75.7K | 0.05% | +20+6.3% | Added |
| GPS Wealth Strategies Group, LLC | 336 | $75.0K | 0.06% | −925−73.4% | Reduced |
| United Community Bank | 334 | $74.5K | 0.03% | −184−35.5% | Reduced |
| First PREMIER Bank | 330 | $74.0K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 324 | $72.3K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 311 | $69.4K | 0.00% | −20−6.0% | Reduced |
| HM Payson & Co | 310 | $69.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $67.2K | 0.00% | −11−3.5% | Reduced |
| Kentucky Trust Co | 300 | $67.0K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $67.0K | 0.00% | +300 | New |
| MV Capital Management, Inc. | 297 | $66.3K | 0.01% | +3+1.0% | Added |
| Roble, Belko & Company, Inc | 295 | $66.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 275 | $61.4K | 0.03% | +92+50.3% | Added |
| Sentry Investment Management LLC | 265 | $59.0K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $58.7K | 0.04% | −48−15.4% | Reduced |
| Webster Bank, N. A. | 258 | $57.6K | 0.01% | −15−5.5% | Reduced |
| Root Financial Partners, LLC | 257 | $57.3K | 0.00% | +18+7.5% | Added |
| Asset Dedication, LLC | 253 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $55.8K | 0.00% | −114−31.3% | Reduced |
| Versant Capital Management, Inc | 236 | $52.7K | 0.01% | −643−73.2% | Reduced |
| NorthAvenue LLC | 229 | $51.1K | 0.04% | +229 | New |
| Front Row Advisors LLC | 225 | $50.4K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 224 | $50.0K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 221 | $49.3K | 0.04% | +221 | New |
| Rothschild Investment LLC | 221 | $49.2K | 0.00% | +44+24.9% | Added |
| Central Pacific Bank - Trust Division | 215 | $48.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 215 | $48.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 214 | $47.7K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 200 | $45.7K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 203 | $45.2K | 0.01% | +29+16.7% | Added |
| Bruce G. Allen Investments, LLC | 202 | $45.1K | 0.03% | −10−4.7% | Reduced |
| Osterweis Capital Management Inc | 199 | $44.4K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 196 | $43.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 186 | $41.9K | 0.01% | +5+2.8% | Added |
| Cape Investment Advisory, Inc. | 185 | $41.3K | 0.01% | +4+2.2% | Added |
| Hazlett, Burt & Watson, Inc. | 175 | $39.0K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 174 | $38.8K | 0.02% | +174 | New |
| Clear Street Markets LLC | 173 | $38.6K | 0.01% | −28−13.9% | Reduced |
| Boreal Capital Management LLC | 170 | $38.1K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $38.0K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 164 | $36.6K | 0.01% | +164 | New |
| Fortitude Family Office, LLC | 161 | $35.9K | 0.01% | −3−1.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $34.6K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 156 | $34.0K | 0.01% | −1−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 152 | $33.9K | 0.00% | +24+18.8% | Added |
| Salomon & Ludwin, LLC | 147 | $32.8K | 0.00% | +7+5.0% | Added |
| Manchester Capital Management LLC | 144 | $32.1K | 0.00% | −14−8.9% | Reduced |
| WPG Advisers, LLC | 142 | $31.7K | 0.02% | +62+77.5% | Added |
| Bokf, NA | 134 | $29.9K | 0.00% | −726−84.4% | Reduced |
| Bogart Wealth, LLC | 127 | $28.3K | 0.00% | +4+3.3% | Added |
| Minot DeBlois Advisors LLC | 125 | $27.9K | 0.03% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 124 | $27.7K | 0.02% | +124 | New |
| Crewe Advisors LLC | 120 | $26.8K | 0.00% | −14−10.4% | Reduced |
| CVA Family Office, LLC | 120 | $26.8K | 0.00% | −15−11.1% | Reduced |
| Nemes Rush Group LLC | 119 | $26.6K | 0.00% | +119 | New |
| Valued Wealth Advisors LLC | 117 | $26.2K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 118 | $26.0K | 0.00% | +5+4.4% | Added |
| Groupe la Francaise | 115 | $25.7K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 112 | $25.0K | 0.02% | +112 | New |
| SageView Advisory Group, LLC | 111 | $24.8K | 0.00% | +111 | New |