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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
Mascoma Wealth Management LLC111$24.8K0.01%00.0%Unchanged
Oakworth Capital, Inc.109$24.3K0.00%00.0%Unchanged
First Horizon Corp106$23.7K0.00%00.0%Unchanged
CoreCap Advisors, LLC104$23.2K0.00%−26−20.0%Reduced
City State Bank102$22.8K0.01%+6+6.3%Added
Richardson Capital Management LLC100$22.3K0.01%00.0%Unchanged
Wolff Wiese Magana LLC100$22.3K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC100$22.3K0.01%00.0%Unchanged
DV Trading LLC100$22.3K0.00%+100New
Board of the Pension Protection Fund100$22.3K0.02%+100New
Asset Planning,Inc99$22.1K0.02%00.0%Unchanged
Caldwell Trust Co93$20.8K0.00%00.0%Unchanged
Sunbelt Securities, Inc.91$20.3K0.00%00.0%Unchanged
Capital Analysts, LLC88$20.0K0.00%00.0%Unchanged
Essential Partners LLC82$18.3K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc82$18.3K0.00%+2+2.5%Added
ZRC Wealth Management, LLC80$17.9K0.01%+62+344.4%Added
Keating Financial Advisory Services, Inc.80$17.9K0.00%+80New
Wealth Watch Advisors, INC78$17.4K0.01%−3−3.7%Reduced
Tower Trust & Investment Co78$17.4K0.01%00.0%Unchanged
Meramec Financial Planners, LLC94$17.1K0.01%+94New
S&T Bank73$16.3K0.01%00.0%Unchanged
Graney & King, LLC70$15.6K0.01%00.0%Unchanged
Private Wealth Management Group, LLC69$15.5K0.00%00.0%Unchanged
CGC Financial Services, LLC69$15.4K0.00%00.0%Unchanged
Meeder Asset Management Inc69$15.4K0.00%+49+245.0%Added
True Wealth Design, LLC66$14.7K0.00%−175−72.6%Reduced
MTM Investment Management, LLC66$14.7K0.00%00.0%Unchanged
Cornerstone Planning Group LLC71$14.6K0.00%00.0%Unchanged
Westfuller Advisors, LLC63$14.1K0.01%−17−21.3%Reduced
Elevated Capital Advisors, LLC63$14.0K0.00%+63New
Coston, McIsaac & Partners64$14.0K0.00%00.0%Unchanged
Elyxium Wealth, LLC62$13.8K0.00%+62New
New Millennium Group LLC61$13.5K0.01%−699−92.0%Reduced
North Star Investment Management Corp.55$12.3K0.00%+16+41.0%Added
Fortis Group Advisors, LLC53$11.8K0.00%00.0%Unchanged
Hallmark Capital Management Inc52$11.6K0.00%00.0%Unchanged
Investors Research Corp52$11.6K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.51$11.5K0.00%−64−55.7%Reduced
Aventura Private Wealth, LLC51$11.4K0.00%00.0%Unchanged
Swiss Re Ltd51$11.4K0.00%+51New
West Branch Capital LLC50$11.2K0.00%00.0%Unchanged
Ameriflex Group, Inc.50$11.2K0.01%+10+25.0%Added
Vision Retirement, LLC50$11.2K0.00%+50New
Gunpowder Capital Management, LLC dba Oliver Wealth Management50$11.2K0.01%+50New
Retirement Wealth Solutions LLC45$10.1K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$10.0K0.00%00.0%Unchanged
Ares Financial Consulting, LLC45$10.0K0.01%+45New
Annis Gardner Whiting Capital Advisors, LLC44$9.85K0.00%−4−8.3%Reduced
Advocate Investing Services LLC41$9.15K0.01%+41New
Strive Financial Group ,LLC40$8.93K0.00%+40New
Rational Advisors LLC39$8.70K0.00%+2+5.4%Added
Frazier Financial Advisors, LLC38$8.48K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC37$8.29K0.00%+1+2.8%Added
Bell Investment Advisors, Inc37$8.26K0.00%−6−14.0%Reduced
Guinness Atkinson Asset Management Inc36$8.19K0.00%+36New
Kingdom Financial Group LLC.34$7.59K0.00%+34New
Greenline Wealth Management LLC33$7.32K0.01%+33New
RMG Wealth Management LLC35$7.30K0.00%+35New
Fideuram Asset Management (Ireland) dac32$7.16K0.00%+32New
First Pacific Financial32$7.14K0.00%+32New
Bare Financial Services, Inc31$6.92K0.00%+2+6.9%Added
Strategic Investment Solutions, Inc.30$6.70K0.00%00.0%Unchanged
DAGCO, Inc.29$6.47K0.00%00.0%Unchanged
Sachetta, LLC28$6.25K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.25$5.58K0.00%00.0%Unchanged
Howard Hughes Medical Institute25$5.58K0.00%00.0%Unchanged
Rossby Financial, LCC24$5.36K0.00%+24New
Sunrise Financial Services, LLC23$5.13K0.00%+23New
LGT Financial Advisors LLC22$4.97K0.03%00.0%Unchanged
Hollencrest Capital Management21$4.69K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.20$4.46K0.00%−5−20.0%Reduced
Newbridge Financial Services Group, Inc.20$4.46K0.00%00.0%Unchanged
Kilter Group LLC19$4.24K0.00%+4+26.7%Added
Abound Wealth Management18$4.02K0.00%00.0%Unchanged
Seneschal Advisors, LLC18$4.02K0.00%+16+800.0%Added
McIlrath & Eck, LLC18$4.02K0.00%00.0%Unchanged
Activest Wealth Management18$4.02K0.00%+12+200.0%Added
Avion Wealth20$4.00K0.00%−6−23.1%Reduced
DiNuzzo Private Wealth, Inc.17$3.79K0.00%00.0%Unchanged
Gables Capital Management Inc.17$3.79K0.00%00.0%Unchanged
SJS Investment Consulting Inc.16$3.57K0.00%+8+100.0%Added
LRI Investments, LLC16$3.57K0.00%00.0%Unchanged
Grove Bank & Trust15$3.35K0.00%00.0%Unchanged
Legacy Bridge, LLC15$3.35K0.00%+15New
Johnson Financial Group, Inc.14$3.14K0.00%−5−26.3%Reduced
UMA Financial Services, Inc.14$3.13K0.00%+12+600.0%Added
Dogwood Wealth Management LLC14$3.12K0.00%+13+1,300.0%Added
Bay Harbor Wealth Management, LLC13$2.91K0.00%+5+62.5%Added
Jackson, Grant Investment Advisers, Inc.13$2.90K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC12$2.68K0.00%+12New
Red Tortoise LLC12$2.68K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$2.68K0.00%+12New
Raffa Wealth Management, LLC11$2.46K0.00%00.0%Unchanged
Golden State Wealth Management, LLC11$2.46K0.00%00.0%Unchanged
Addison Advisors LLC11$2.46K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.11$2.46K0.00%+11New
Horizon Financial Services, LLC10$2.23K0.00%−22−68.8%Reduced
Triumph Capital Management10$2.23K0.00%+10New
Tucker Asset Management LLC10$2.23K0.00%+10New