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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 16,835 | $3.76M | 0.08% | +3,467+25.9% | Added |
| Cullen/Frost Bankers, Inc. | 16,703 | $3.73M | 0.04% | −3,861−18.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 16,124 | $3.63M | 0.01% | −4,495−21.8% | Reduced |
| Middleton & Co Inc | 16,225 | $3.62M | 0.38% | −140−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 16,045 | $3.58M | 0.02% | −952−5.6% | Reduced |
| Neuberger Berman Group LLC | 16,032 | $3.58M | 0.00% | −135,653−89.4% | Reduced |
| Rakuten Investment Management, Inc. | 15,592 | $3.55M | 0.01% | −159,220−91.1% | Reduced |
| Bryn Mawr Trust Co | 15,735 | $3.51M | 0.08% | +133+0.9% | Added |
| State of Alaska, Department of Revenue | 15,615 | $3.48M | 0.04% | −915−5.5% | Reduced |
| Bleakley Financial Group, LLC | 15,589 | $3.48M | 0.06% | +15,589 | New |
| Callan Family Office, LLC | 15,507 | $3.46M | 0.07% | +8,863+133.4% | Added |
| Yousif Capital Management, LLC | 16,488 | $3.45M | 0.04% | −277−1.7% | Reduced |
| Nissay Asset Management Corp | 15,277 | $3.41M | 0.02% | +141+0.9% | Added |
| Public Sector Pension Investment Board | 15,140 | $3.38M | 0.01% | +5,028+49.7% | Added |
| NEOS Investment Management LLC | 15,066 | $3.36M | 0.02% | +2,474+19.6% | Added |
| Second Line Capital, LLC | 14,979 | $3.36M | 0.69% | +492+3.4% | Added |
| Pacer Advisors, Inc. | 15,031 | $3.35M | 0.01% | +5,529+58.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,807 | $3.30M | 0.01% | −3,378−18.6% | Reduced |
| JustInvest LLC | 14,730 | $3.29M | 0.03% | −92−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 14,661 | $3.27M | 0.21% | +445+3.1% | Added |
| Dean Investment Associates, LLC | 14,647 | $3.27M | 0.47% | +266+1.8% | Added |
| Intrust Bank NA | 14,623 | $3.26M | 0.27% | −462−3.1% | Reduced |
| Advisory Services Network, LLC | 14,580 | $3.25M | 0.05% | +70+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,564 | $3.25M | 0.02% | +1,086+8.1% | Added |
| Sanctuary Advisors, LLC | 14,479 | $3.23M | 0.02% | +817+6.0% | Added |
| Wealthfront Advisers LLC | 14,366 | $3.21M | 0.01% | −5,178−26.5% | Reduced |
| Mercer Global Advisors Inc | 15,015 | $3.21M | 0.00% | +1,607+12.0% | Added |
| Modern Wealth Management, LLC | 14,142 | $3.16M | 0.06% | −33−0.2% | Reduced |
| First National Advisers, LLC | 13,697 | $3.06M | 0.42% | −1,512−9.9% | Reduced |
| UniSuper Management Pty Ltd | 13,440 | $3.00M | 0.02% | −186−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 13,383 | $2.99M | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,354 | $2.98M | 0.18% | +1,685+14.4% | Added |
| Strengthening Families & Communities, LLC | 13,341 | $2.98M | 1.06% | +428+3.3% | Added |
| Kepler Cheuvreux (Suisse) SA | 13,324 | $2.97M | 0.17% | −1,023−7.1% | Reduced |
| OP Asset Management Ltd | 13,268 | $2.96M | 0.04% | +511+4.0% | Added |
| Jones Financial Companies LLLP | 13,250 | $2.96M | 0.00% | +7,029+113.0% | Added |
| Horizon Investments, LLC | 13,086 | $2.92M | 0.04% | +1,372+11.7% | Added |
| Vinva Investment Management Ltd | 12,893 | $2.90M | 0.04% | +3,937+44.0% | Added |
| Agf Management Ltd | 12,920 | $2.88M | 0.01% | +508+4.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.88M | 1.61% | 00.0% | Unchanged |
| Entropy Technologies, LP | 12,728 | $2.84M | 0.15% | +12,728 | New |
| Flputnam Investment Management Co | 12,591 | $2.81M | 0.04% | −206−1.6% | Reduced |
| Mutual of America Capital Management LLC | 12,538 | $2.80M | 0.03% | −161−1.3% | Reduced |
| QRG Capital Management, Inc. | 12,497 | $2.79M | 0.03% | +7,009+127.7% | Added |
| BDF-Gestion | 12,428 | $2.77M | 0.34% | −829−6.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 12,410 | $2.77M | 1.53% | +517+4.3% | Added |
| Oppenheimer Asset Management Inc. | 12,264 | $2.74M | 0.03% | +280+2.3% | Added |
| Dakota Wealth Management | 12,088 | $2.70M | 0.05% | +6,003+98.7% | Added |
| Appleton Partners Inc | 12,072 | $2.69M | 0.18% | +89+0.7% | Added |
| Pinnacle Associates Ltd | 12,071 | $2.69M | 0.03% | −63−0.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 12,036 | $2.69M | 0.38% | +12,036 | New |
| Brinker Capital Investments, LLC | 11,949 | $2.67M | 0.02% | −887−6.9% | Reduced |
| Kestra Advisory Services, LLC | 11,910 | $2.66M | 0.01% | +284+2.4% | Added |
| Strong Retirement Solutions LLC | 11,882 | $2.65M | 1.79% | +11,882 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 11,700 | $2.61M | 0.04% | +1,000+9.3% | Added |
| Westpac Banking Corp | 11,372 | $2.54M | 0.16% | +197+1.8% | Added |
| Los Angeles Capital Management LLC | 11,434 | $2.53M | 0.01% | −732−6.0% | Reduced |
| Kinneret Advisory, LLC | 11,179 | $2.51M | 0.21% | −306−2.7% | Reduced |
| State of Tennessee, Treasury Department | 12,635 | $2.49M | 0.01% | −12,470−49.7% | Reduced |
| Investment Management Corp of Ontario | 11,131 | $2.48M | 0.03% | +2,340+26.6% | Added |
| Siemens Fonds Invest GmbH | 11,013 | $2.48M | 0.13% | −1,671−13.2% | Reduced |
| Regions Financial Corp | 11,023 | $2.46M | 0.02% | −2,071−15.8% | Reduced |
| Aquatic Capital Management LLC | 10,942 | $2.44M | 0.07% | +10,942 | New |
| HBK Sorce Advisory LLC | 13,388 | $2.44M | 0.06% | +192+1.5% | Added |
| Coldstream Capital Management Inc | 10,872 | $2.43M | 0.03% | −293−2.6% | Reduced |
| Panagora Asset Management Inc | 10,610 | $2.37M | 0.01% | +8,493+401.2% | Added |
| American Trust | 10,486 | $2.34M | 0.20% | −72−0.7% | Reduced |
| Rafferty Asset Management, LLC | 10,399 | $2.32M | 0.01% | −146−1.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 10,374 | $2.32M | 0.68% | +10,374 | New |
| Fiduciary Trust Co | 10,128 | $2.26M | 0.03% | −158−1.5% | Reduced |
| Wimmer Associates 1, LLC | 10,120 | $2.26M | 1.05% | −15−0.1% | Reduced |
| Waterloo Capital, L.P. | 10,005 | $2.23M | 0.16% | +410+4.3% | Added |
| Mraz, Amerine & Associates, Inc. | 9,939 | $2.22M | 0.33% | 00.0% | Unchanged |
| Greenleaf Trust | 9,901 | $2.21M | 0.02% | +105+1.1% | Added |
| Merit Financial Group, LLC | 9,839 | $2.20M | 0.02% | −1,264−11.4% | Reduced |
| Janney Montgomery Scott LLC | 9,453 | $2.11M | 0.00% | −165−1.7% | Reduced |
| Tredje AP-fonden | 9,368 | $2.09M | 0.02% | +745+8.6% | Added |
| Mirabaud Asset Management Ltd | 8,607 | $2.08M | 1.00% | +2,758+47.2% | Added |
| Lantz Financial LLC | 9,195 | $2.05M | 0.43% | −298−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,172 | $2.05M | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,130 | $2.04M | 0.03% | −830−8.3% | Reduced |
| Avanza Fonder AB | 8,940 | $2.00M | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 8,913 | $1.99M | 0.08% | +1,885+26.8% | Added |
| Zurich Insurance Group Ltd | 8,700 | $1.94M | 0.01% | +8,700 | New |
| Mizuho Securities USA LLC | 8,499 | $1.94M | 0.03% | −32−0.4% | Reduced |
| Allstate Corp | 8,652 | $1.93M | 0.03% | +4,329+100.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,514 | $1.90M | 0.01% | +216+2.6% | Added |
| TCG Advisory Services, LLC | 8,481 | $1.89M | 0.05% | +7,120+523.1% | Added |
| Valley National Advisers Inc | 8,473 | $1.89M | 0.26% | −246−2.8% | Reduced |
| Norinchukin Bank, The | 8,408 | $1.88M | 0.02% | +660+8.5% | Added |
| Naples Global Advisors, LLC | 8,286 | $1.86M | 0.14% | +105+1.3% | Added |
| Leavell Investment Management, Inc. | 8,268 | $1.85M | 0.08% | −615−6.9% | Reduced |
| Virtus Investment Advisers, Inc. | 8,300 | $1.85M | 0.50% | +8,300 | New |
| Transcend Wealth Collective, LLC | 8,280 | $1.85M | 0.14% | −2,043−19.8% | Reduced |
| Laird Norton Trust Company, LLC | 8,221 | $1.84M | 0.04% | +8,221 | New |
| Ashton Thomas Private Wealth, LLC | 8,081 | $1.81M | 0.04% | −83−1.0% | Reduced |
| Wellington Management Group LLP | 8,110 | $1.81M | 0.00% | +315+4.0% | Added |
| Park Place Capital Corp | 8,105 | $1.81M | 0.38% | −321−3.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 8,016 | $1.81M | 0.01% | +8,016 | New |
| Oak Thistle LLC | 8,042 | $1.79M | 0.25% | −1,041−11.5% | Reduced |