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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 35,416 | $7.90M | 1.08% | +401+1.1% | Added |
| Kempen Capital Management N.V. | 35,316 | $7.88M | 0.07% | −1,735−4.7% | Reduced |
| Schroder Investment Management Group | 34,847 | $7.85M | 0.01% | −13,431−27.8% | Reduced |
| Motley Fool Asset Management LLC | 34,962 | $7.80M | 0.30% | −1,923−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 34,764 | $7.76M | 0.09% | −12,297−26.1% | Reduced |
| Rockefeller Capital Management L.P. | 34,393 | $7.68M | 0.01% | +524+1.5% | Added |
| EFG International AG | 34,106 | $7.61M | 0.15% | +34,106 | New |
| AdvisorShares Investments LLC | 33,850 | $7.55M | 1.26% | +172+0.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 33,850 | $7.55M | 0.88% | +20,400+151.7% | Added |
| Marks Group Wealth Management, Inc | 33,179 | $7.40M | 0.71% | −3,625−9.8% | Reduced |
| Allworth Financial LP | 33,148 | $7.40M | 0.03% | +72+0.2% | Added |
| MetLife Investment Management | 33,083 | $7.38M | 0.04% | −981−2.9% | Reduced |
| Axxcess Wealth Management, LLC | 32,247 | $7.20M | 0.13% | +4,833+17.6% | Added |
| Northstar Asset Management Inc | 32,108 | $7.17M | 1.85% | −2,921−8.3% | Reduced |
| Arizona State Retirement System | 32,028 | $7.15M | 0.04% | −2,665−7.7% | Reduced |
| Creative Planning | 31,993 | $7.14M | 0.01% | +3,773+13.4% | Added |
| Swedbank AB | 31,911 | $7.12M | 0.01% | −12,991−28.9% | Reduced |
| O'Brien Greene & Co. Inc | 31,309 | $6.99M | 2.07% | +191+0.6% | Added |
| Blair William & Co | 31,148 | $6.95M | 0.02% | −2,272−6.8% | Reduced |
| Boston Trust Walden Corp | 30,859 | $6.89M | 0.05% | −1,960−6.0% | Reduced |
| Czech National Bank | 30,780 | $6.87M | 0.04% | +1,031+3.5% | Added |
| State of Michigan Retirement System | 30,560 | $6.82M | 0.03% | −1,100−3.5% | Reduced |
| Xponance, Inc. | 30,538 | $6.82M | 0.05% | +1,680+5.8% | Added |
| ExodusPoint Capital Management, LP | 30,536 | $6.81M | 0.08% | +30,536 | New |
| Mariner, LLC | 30,063 | $6.71M | 0.01% | −5,455−15.4% | Reduced |
| IFM Investors Pty Ltd | 29,435 | $6.57M | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 28,893 | $6.45M | 0.08% | −2,102−6.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 27,635 | $6.17M | 0.06% | +27,635 | New |
| Suncoast Equity Management | 27,547 | $6.15M | 0.62% | −634−2.2% | Reduced |
| Brown Advisory Inc | 27,461 | $6.13M | 0.01% | −330−1.2% | Reduced |
| DnB Asset Management AS | 27,455 | $6.13M | 0.02% | +35+0.1% | Added |
| Boston Private Wealth LLC | 27,330 | $6.10M | 0.36% | −4,515−14.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,152 | $6.06M | 0.03% | −975−3.5% | Reduced |
| Lido Advisors, LLC | 26,058 | $6.05M | 0.02% | +30+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 26,815 | $5.98M | 0.02% | −3,928−12.8% | Reduced |
| GWM Advisors LLC | 26,641 | $5.95M | 0.02% | −287−1.1% | Reduced |
| Atria Investments LLC | 26,526 | $5.92M | 0.07% | −2,446−8.4% | Reduced |
| Brady Family Wealth, LLC | 25,603 | $5.71M | 1.76% | −194−0.8% | Reduced |
| Amalgamated Bank | 25,019 | $5.58M | 0.04% | −1,787−6.7% | Reduced |
| Elo Mutual Pension Insurance Co | 24,857 | $5.55M | 0.09% | +5,039+25.4% | Added |
| M&T Bank Corp | 24,846 | $5.54M | 0.02% | −976−3.8% | Reduced |
| Retirement Systems of Alabama | 24,833 | $5.54M | 0.02% | −154−0.6% | Reduced |
| Palmer Knight Co | 24,569 | $5.48M | 2.88% | −4,923−16.7% | Reduced |
| Level Four Advisory Services, LLC | 24,507 | $5.47M | 0.18% | +360+1.5% | Added |
| Credit Agricole S A | 24,408 | $5.45M | 0.02% | −75,875−75.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,386 | $5.44M | 0.01% | −9,176−27.3% | Reduced |
| Daiwa Securities Group Inc. | 24,050 | $5.37M | 0.02% | −3,432−12.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,048 | $5.37M | 0.02% | −289−1.2% | Reduced |
| WSFS Capital Management, LLC | 23,864 | $5.33M | 0.26% | −150−0.6% | Reduced |
| Macquarie Group Ltd | 23,863 | $5.33M | 0.02% | −658,130−96.5% | Reduced |
| Ethic Inc. | 23,544 | $5.25M | 0.08% | −4,635−16.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 23,148 | $5.19M | 0.79% | +373+1.6% | Added |
| Zevenbergen Capital Investments LLC | 23,040 | $5.14M | 0.11% | −70−0.3% | Reduced |
| Pathstone Holdings, LLC | 22,879 | $5.11M | 0.02% | +909+4.1% | Added |
| Allianz Asset Management GmbH | 22,606 | $5.04M | 0.01% | −8,727−27.9% | Reduced |
| Squarepoint Ops LLC | 22,492 | $5.02M | 0.01% | −83,334−78.7% | Reduced |
| Commonwealth Equity Services, LLC | 22,469 | $5.01M | 0.01% | −3,986−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,206 | $4.96M | 0.01% | +3,781+20.5% | Added |
| Evexia Wealth LLC | 22,182 | $4.90M | 1.37% | −783−3.4% | Reduced |
| Occidental Asset Management, LLC | 21,793 | $4.86M | 0.58% | +911+4.4% | Added |
| USS Investment Management Ltd | 21,770 | $4.86M | 0.02% | +1,665+8.3% | Added |
| Fifth Third Bancorp | 21,556 | $4.81M | 0.02% | −1,142−5.0% | Reduced |
| Bridgewater Associates, LP | 21,352 | $4.77M | 0.02% | +12,543+142.4% | Added |
| Griffin Asset Management, Inc. | 21,347 | $4.76M | 0.52% | +1,281+6.4% | Added |
| KBC Group NV | 21,163 | $4.72M | 0.01% | −195−0.9% | Reduced |
| Kensington Investment Counsel, LLC | 20,934 | $4.67M | 1.90% | +843+4.2% | Added |
| Cerity Partners LLC | 20,714 | $4.62M | 0.01% | −3,804−15.5% | Reduced |
| British Columbia Investment Management Corp | 20,676 | $4.61M | 0.02% | +3,796+22.5% | Added |
| Horizon Kinetics Asset Management LLC | 20,423 | $4.56M | 0.06% | +5,375+35.7% | Added |
| Prudential PLC | 20,311 | $4.53M | 0.04% | −3,622−15.1% | Reduced |
| Bank of Nova Scotia | 20,219 | $4.51M | 0.01% | −3,662−15.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,139 | $4.49M | 0.04% | +370+1.9% | Added |
| Allen Capital Group, LLC | 20,115 | $4.49M | 0.41% | +871+4.5% | Added |
| Woodline Partners LP | 19,916 | $4.44M | 0.02% | +4,436+28.7% | Added |
| Core Alternative Capital | 19,845 | $4.43M | 1.22% | −1,037−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 19,670 | $4.39M | 0.05% | +72+0.4% | Added |
| Ensign Peak Advisors, Inc | 19,649 | $4.39M | 0.01% | −27,497−58.3% | Reduced |
| Susquehanna International Group, LLP | 19,560 | $4.37M | 0.01% | +9,960+103.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $4.35M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 19,251 | $4.30M | 0.04% | 00.0% | Unchanged |
| Burney Co | 19,245 | $4.29M | 0.13% | +108+0.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 19,085 | $4.28M | 0.20% | +85+0.4% | Added |
| Erste Asset Management GmbH | 18,720 | $4.26M | 0.04% | −1,625−8.0% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 18,895 | $4.22M | 1.82% | +62+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18,744 | $4.18M | 0.04% | +8,700+86.6% | Added |
| Aureus Asset Management, LLC | 18,456 | $4.12M | 0.26% | −11,084−37.5% | Reduced |
| Independent Advisor Alliance | 17,996 | $4.02M | 0.10% | +332+1.9% | Added |
| Polar Asset Management Partners Inc. | 17,978 | $4.01M | 0.08% | +17,978 | New |
| Steward Partners Investment Advisory, LLC | 17,966 | $4.01M | 0.02% | +88+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,952 | $4.01M | 0.03% | −918−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,939 | $4.00M | 0.09% | −32,378−64.3% | Reduced |
| Bell Asset Management Ltd | 17,777 | $3.99M | 1.07% | +5,747+47.8% | Added |
| Railway Pension Investments Ltd | 17,700 | $3.95M | 0.05% | +8,800+98.9% | Added |
| Princeton Global Asset Management LLC | 17,582 | $3.92M | 0.64% | +78+0.4% | Added |
| Nordwand Advisors, LLC | 17,535 | $3.91M | 0.68% | +115+0.7% | Added |
| Parsons Capital Management Inc | 17,351 | $3.87M | 0.21% | +298+1.7% | Added |
| Security National Bank | 17,098 | $3.82M | 0.55% | +246+1.5% | Added |
| Concurrent Investment Advisors, LLC | 17,046 | $3.80M | 0.04% | +5,789+51.4% | Added |
| Long Road Investment Counsel, LLC | 16,950 | $3.78M | 1.43% | −275−1.6% | Reduced |
| New York Life Investment Management LLC | 16,947 | $3.78M | 0.03% | −158−0.9% | Reduced |