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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 104,266 | $23.3M | 0.04% | +2,020+2.0% | Added |
| Bank of Montreal | 104,456 | $23.3M | 0.01% | +5,964+6.1% | Added |
| EP Wealth Advisors, LLC | 103,831 | $23.2M | 0.12% | +103,831 | New |
| State Board of Administration of Florida Retirement System | 103,194 | $23.0M | 0.04% | −1,720−1.6% | Reduced |
| Wendell David Associates Inc | 100,313 | $22.4M | 2.27% | −821−0.8% | Reduced |
| Aviva PLC | 98,248 | $21.9M | 0.04% | +5,348+5.8% | Added |
| TD Asset Management Inc | 97,444 | $21.7M | 0.02% | −22,565−18.8% | Reduced |
| Mackenzie Financial Corp | 95,331 | $21.4M | 0.03% | +992+1.1% | Added |
| Citigroup Inc | 93,474 | $20.9M | 0.01% | −13,909−13.0% | Reduced |
| Dearborn Partners LLC | 92,171 | $20.6M | 1.03% | −10,599−10.3% | Reduced |
| Storebrand Asset Management AS | 91,935 | $20.5M | 0.06% | −1,219−1.3% | Reduced |
| New York State Common Retirement Fund | 91,662 | $20.5M | 0.03% | −2,905−3.1% | Reduced |
| Geneva Capital Management LLC | 91,436 | $20.4M | 0.38% | −1,562−1.7% | Reduced |
| New York State Teachers Retirement System | 90,091 | $20.1M | 0.04% | −170.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 86,190 | $19.2M | 0.06% | +86,190 | New |
| EULAV Asset Management | 86,000 | $19.2M | 0.51% | +56,000+186.7% | Added |
| Korea Investment CORP | 82,260 | $18.4M | 0.04% | +11,245+15.8% | Added |
| Adage Capital Partners GP, L.L.C. | 81,400 | $18.2M | 0.03% | −1,200−1.5% | Reduced |
| Congress Asset Management Co | 78,775 | $17.6M | 0.12% | −1,959−2.4% | Reduced |
| Forsta Ap-Fonden | 78,400 | $17.5M | 0.10% | +600+0.8% | Added |
| CIBC Asset Management Inc | 77,878 | $17.4M | 0.04% | +11,339+17.0% | Added |
| Nicholas Company, Inc. | 76,434 | $17.1M | 0.30% | −5,075−6.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 75,265 | $16.8M | 0.04% | +4,808+6.8% | Added |
| Teacher Retirement System of Texas | 73,058 | $16.3M | 0.06% | −6,063−7.7% | Reduced |
| Gotham Asset Management, LLC | 68,289 | $15.2M | 0.06% | −28,904−29.7% | Reduced |
| TrimTabs Asset Management, LLC | 67,329 | $15.0M | 1.96% | +67,329 | New |
| Danske Bank A/S | 67,267 | $15.0M | 0.03% | +5,200+8.4% | Added |
| Running Oak Capital LLC | 66,760 | $14.9M | 1.87% | −1,827−2.7% | Reduced |
| Addenda Capital Inc. | 66,229 | $14.8M | 0.44% | −923−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 66,413 | $14.8M | 0.01% | −705−1.1% | Reduced |
| La Banque Postale Asset Management SA | 66,383 | $14.8M | 0.17% | +21,427+47.7% | Added |
| Varma Mutual Pension Insurance Co | 65,900 | $14.7M | 0.09% | +65,900 | New |
| Toronto Dominion Bank | 65,580 | $14.6M | 0.03% | −6,091−8.5% | Reduced |
| Pictet Asset Management Holding SA | 65,572 | $14.6M | 0.01% | −5,309−7.5% | Reduced |
| Walter Public Investments Inc. | 65,569 | $14.6M | 2.59% | −5,100−7.2% | Reduced |
| State of Wisconsin Investment Board | 65,305 | $14.6M | 0.03% | −7,144−9.9% | Reduced |
| Truist Financial Corp | 64,662 | $14.4M | 0.02% | −21,376−24.8% | Reduced |
| Andra AP-fonden | 64,300 | $14.3M | 0.18% | +34,800+118.0% | Added |
| SEI Investments Co | 61,411 | $13.7M | 0.01% | −8,918−12.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 61,082 | $13.6M | 3.32% | −460−0.7% | Reduced |
| Motley Fool Wealth Management, LLC | 59,623 | $13.3M | 1.03% | −10,125−14.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 59,231 | $13.2M | 0.04% | −545−0.9% | Reduced |
| Douglas Lane & Associates, LLC | 58,478 | $13.1M | 0.18% | −1,021−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 57,856 | $12.9M | 0.53% | +1,785+3.2% | Added |
| Washington Trust Co | 57,505 | $12.8M | 0.42% | −267−0.5% | Reduced |
| Advisors Asset Management, Inc. | 57,464 | $12.8M | 0.22% | −1,887−3.2% | Reduced |
| Prudential Financial Inc | 56,564 | $12.6M | 0.02% | −7,003−11.0% | Reduced |
| Crossmark Global Holdings, Inc. | 56,044 | $12.5M | 0.18% | +80.0% | Added |
| Asset Management One Co.,Ltd. | 54,848 | $12.5M | 0.03% | −2,420−4.2% | Reduced |
| McRae Capital Management Inc | 55,863 | $12.5M | 2.54% | −1,916−3.3% | Reduced |
| Voya Investment Management LLC | 55,007 | $12.3M | 0.01% | +666+1.2% | Added |
| FineMark National Bank & Trust | 54,807 | $12.2M | 0.38% | −2,353−4.1% | Reduced |
| Two Sigma Investments, LP | 54,576 | $12.2M | 0.02% | +43,464+391.1% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $12.0M | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 53,159 | $11.9M | 0.02% | +2,129+4.2% | Added |
| First National Bank of Omaha | 52,638 | $11.7M | 0.35% | −69−0.1% | Reduced |
| ING Groep NV | 52,385 | $11.7M | 0.07% | −10,257−16.4% | Reduced |
| Commerce Bank | 51,549 | $11.5M | 0.06% | −3,267−6.0% | Reduced |
| Alley Investment Management Company, LLC | 51,369 | $11.5M | 1.34% | −103−0.2% | Reduced |
| ProShare Advisors LLC | 50,821 | $11.3M | 0.02% | +3,402+7.2% | Added |
| The PNC Financial Services Group, Inc. | 49,095 | $11.0M | 0.01% | +244+0.5% | Added |
| Treasurer of the State of North Carolina | 48,823 | $10.9M | 0.03% | −3,570−6.8% | Reduced |
| Tudor Investment Corp Et Al | 47,274 | $10.6M | 0.06% | +47,274 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 47,020 | $10.5M | 0.02% | +15,588+49.6% | Added |
| Handelsbanken Fonder AB | 47,123 | $10.5M | 0.03% | +753+1.6% | Added |
| US Bancorp | 45,813 | $10.2M | 0.01% | −3,548−7.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 45,306 | $10.1M | 0.06% | +576+1.3% | Added |
| Nisa Investment Advisors, LLC | 45,001 | $10.1M | 0.03% | +981+2.2% | Added |
| Natixis | 44,909 | $10.0M | 0.04% | +13,030+40.9% | Added |
| Southernsun Asset Management, LLC | 44,800 | $10.0M | 1.40% | +20.0% | Added |
| Mattern Capital Management, LLC | 44,310 | $9.89M | 1.17% | +2,456+5.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,142 | $9.85M | 0.08% | −6,700−13.2% | Reduced |
| HighTower Advisors, LLC | 43,577 | $9.73M | 0.01% | −3,220−6.9% | Reduced |
| Assetmark, Inc | 42,962 | $9.59M | 0.02% | +9,914+30.0% | Added |
| Apollon Wealth Management, LLC | 41,841 | $9.34M | 0.16% | +161+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 41,776 | $9.32M | 0.05% | −3,586−7.9% | Reduced |
| American Money Management, LLC | 41,604 | $9.28M | 1.46% | +5,461+15.1% | Added |
| KLP Kapitalforvaltning AS | 41,400 | $9.27M | 0.04% | 00.0% | Unchanged |
| Santa Monica Partners LP | 40,793 | $9.10M | 5.52% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 40,619 | $9.07M | 0.66% | +1,036+2.6% | Added |
| Comerica Bank | 40,282 | $8.99M | 0.04% | −902−2.2% | Reduced |
| MML Investors Services, LLC | 40,236 | $8.98M | 0.02% | +2,749+7.3% | Added |
| Public Employees Retirement System of Ohio | 39,844 | $8.89M | 0.03% | −24,423−38.0% | Reduced |
| Nomura Asset Management Co Ltd | 39,004 | $8.70M | 0.02% | +158+0.4% | Added |
| STRS Ohio | 38,791 | $8.66M | 0.03% | +7,005+22.0% | Added |
| State of New Jersey Common Pension Fund D | 37,965 | $8.47M | 0.03% | −1,507−3.8% | Reduced |
| Cetera Investment Advisers | 37,785 | $8.43M | 0.01% | −3,986−9.5% | Reduced |
| Vision Capital Management, Inc. | 37,731 | $8.42M | 1.02% | −185−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,625 | $8.40M | 0.02% | −3,909−9.4% | Reduced |
| Crown Oak Advisors, LLC | 37,620 | $8.40M | 3.98% | −472−1.2% | Reduced |
| McCollum Christoferson Group LLC | 37,614 | $8.39M | 2.43% | −985−2.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 37,362 | $8.34M | 0.04% | +99+0.3% | Added |
| Empowered Funds, LLC | 37,278 | $8.32M | 0.14% | −2,726−6.8% | Reduced |
| New Age Alpha Advisors, LLC | 36,911 | $8.24M | 0.36% | +12,569+51.6% | Added |
| Signal Advisors Wealth, LLC | 36,906 | $8.24M | 0.65% | +1,964+5.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,837 | $8.17M | 0.01% | +5,055+15.9% | Added |
| Resona Asset Management Co.,Ltd. | 36,081 | $8.08M | 0.04% | −2,083−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 35,944 | $8.02M | 0.04% | −943−2.6% | Reduced |
| CIBC World Markets Corp | 35,607 | $7.95M | 0.04% | +35,607 | New |
| MAI Capital Management | 35,495 | $7.92M | 0.05% | +2,427+7.3% | Added |