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 2 sales; 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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 10 | $2.23K | 0.00% | +1+11.1% | Added |
| IFC & Insurance Marketing, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Basepoint Wealth LLC | 8 | $1.81K | 0.00% | +8 | New |
| Maseco LLP | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.79K | 0.00% | +2+33.3% | Added |
| Corsicana & Co. | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.56K | 0.00% | +1+16.7% | Added |
| Westside Investment Management, Inc. | 7 | $1.56K | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 6 | $1.34K | 0.00% | −9−60.0% | Reduced |
| Rosenberg Matthew Hamilton | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $1.32K | 0.00% | +4+200.0% | Added |
| Financial Consulate, Inc | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.12K | 0.00% | +1+25.0% | Added |
| Whipplewood Advisors, LLC | 5 | $1.12K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $986 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 4 | $893 | 0.00% | −156−97.5% | Reduced |
| Imprint Wealth LLC | 4 | $893 | 0.00% | −14−77.8% | Reduced |
| Millstone Evans Group, LLC | 4 | $893 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $672 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $670 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $670 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $669 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $616 | 0.00% | +3 | New |
| Breakwater Investment Management | 2 | $447 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $447 | 0.00% | +1+100.0% | Added |
| NVWM, LLC | 2 | $446 | 0.00% | +1+100.0% | Added |
| Luken Investment Analytics, LLC | 2 | $446 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $446 | 0.00% | +2 | New |
| Davis Capital Management | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $223 | 0.00% | +1 | New |
| Wilkerson Advisory Group LLC | 1 | $223 | 0.00% | +1 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −271,872−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −87,207−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −83,524−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −53,346−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −52,800−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −49,810−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,873−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −26,269−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −22,264−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,163−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −11,357−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,984−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −5,395−100.0% | Sold out |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,613−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,121−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −3,886−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Rede Wealth, LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Somerville Kurt F | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Trust Co of the South | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Steinberganna Wealth Management | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −865−100.0% | Sold out |