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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 7,982 | $1.78M | 0.07% | −532−6.2% | Reduced |
| Millington Financial Advisors, LLC | 9,766 | $1.78M | 0.79% | +9,766 | New |
| Sentry LLC | 7,948 | $1.77M | 0.49% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,931 | $1.77M | 0.01% | +807+11.3% | Added |
| Illinois Municipal Retirement Fund | 7,916 | $1.77M | 0.02% | −13−0.2% | Reduced |
| CWM, LLC | 7,877 | $1.76M | 0.00% | −530−6.3% | Reduced |
| Alps Advisors Inc | 7,728 | $1.72M | 0.01% | −81−1.0% | Reduced |
| Dean Capital Management | 7,595 | $1.69M | 0.72% | +242+3.3% | Added |
| 1832 Asset Management L.P. | 7,594 | $1.69M | 0.00% | −1,089−12.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 7,535 | $1.68M | 0.99% | +499+7.1% | Added |
| Lee Financial Co | 7,446 | $1.66M | 0.22% | −896−10.7% | Reduced |
| Johnson Investment Counsel Inc | 7,353 | $1.64M | 0.01% | +164+2.3% | Added |
| Knollwood Investment Advisory, LLC | 7,343 | $1.64M | 0.15% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 7,316 | $1.63M | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 7,345 | $1.63M | 0.02% | −66−0.9% | Reduced |
| First National Trust Co | 7,201 | $1.61M | 0.05% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 7,190 | $1.60M | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,158 | $1.60M | 0.02% | −1,196−14.3% | Reduced |
| Kesler, Norman & Wride, LLC | 7,089 | $1.58M | 0.27% | +435+6.5% | Added |
| Boyar Asset Management Inc. | 7,053 | $1.57M | 1.00% | −129−1.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.56M | 0.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,871 | $1.54M | 0.00% | −134−1.9% | Reduced |
| Bessemer Group Inc | 6,862 | $1.53M | 0.00% | +222+3.3% | Added |
| Koshinski Asset Management, Inc. | 6,838 | $1.53M | 0.10% | +8+0.1% | Added |
| Hartford Investment Management Co | 6,804 | $1.52M | 0.05% | −85−1.2% | Reduced |
| Trueblood Wealth Management, LLC | 6,732 | $1.50M | 0.59% | −201−2.9% | Reduced |
| Machina Capital S.A.S. | 6,670 | $1.49M | 0.28% | +29+0.4% | Added |
| Metis Global Partners, LLC | 6,516 | $1.45M | 0.03% | −1,313−16.8% | Reduced |
| Groupama Asset Managment | 6,471 | $1.44M | 0.02% | −671−9.4% | Reduced |
| Principal Securities, Inc. | 6,469 | $1.44M | 0.02% | +1,473+29.5% | Added |
| Simplicity Wealth,LLC | 6,420 | $1.43M | 0.09% | +209+3.4% | Added |
| Impax Asset Management Group plc | 6,403 | $1.43M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,360 | $1.42M | 0.01% | −1,627−20.4% | Reduced |
| Copeland Capital Management, LLC | 6,331 | $1.41M | 0.03% | −409−6.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,296 | $1.41M | 0.05% | −50,932−89.0% | Reduced |
| Abn Amro Investment Solutions | 6,193 | $1.38M | 0.02% | +5,131+483.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,141 | $1.37M | 0.04% | −700−10.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 6,000 | $1.36M | 0.08% | +6,000 | New |
| Vestmark Advisory Solutions, Inc. | 6,012 | $1.34M | 0.02% | +1,928+47.2% | Added |
| Louisiana State Employees Retirement System | 6,000 | $1.34M | 0.02% | −100−1.6% | Reduced |
| Crawford Investment Counsel Inc | 5,981 | $1.33M | 0.02% | −100−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 5,961 | $1.33M | 0.66% | −80−1.3% | Reduced |
| NBC Securities, Inc. | 5,948 | $1.33M | 0.10% | −60−1.0% | Reduced |
| Xxi Wealth, LLC | 5,938 | $1.33M | 0.81% | +5,938 | New |
| Bullock Wealth Management Group | 5,917 | $1.32M | 0.65% | +219+3.8% | Added |
| Spears Abacus Advisors LLC | 5,877 | $1.31M | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,841 | $1.30M | 0.06% | +370+6.8% | Added |
| Summit Financial, LLC | 5,768 | $1.29M | 0.02% | −36−0.6% | Reduced |
| First Citizens Bank & Trust Co | 5,745 | $1.28M | 0.03% | −214−3.6% | Reduced |
| Gulf International Bank (UK) Ltd | 5,719 | $1.28M | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,750 | $1.27M | 0.00% | +365+6.8% | Added |
| Maryland State Retirement & Pension System | 5,664 | $1.26M | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5,648 | $1.26M | 0.06% | −1,595−22.0% | Reduced |
| Stephens Inc | 5,432 | $1.26M | 0.02% | +4,245+357.6% | Added |
| SNS Financial Group, LLC | 5,566 | $1.25M | 0.11% | −93−1.6% | Reduced |
| Farther Finance Advisors, LLC | 5,572 | $1.24M | 0.01% | +78+1.4% | Added |
| Atomi Financial Group, Inc. | 5,569 | $1.24M | 0.04% | −428−7.1% | Reduced |
| TCTC Holdings, LLC | 5,547 | $1.24M | 0.04% | −500−8.3% | Reduced |
| Ostrum Asset Management | 5,524 | $1.23M | 0.06% | +302+5.8% | Added |
| Cynosure Management, LLC | 5,512 | $1.23M | 0.13% | +260+5.0% | Added |
| Dynasty Wealth Management, LLC | 5,510 | $1.23M | 0.01% | +49+0.9% | Added |
| Arwa LLC | 5,482 | $1.22M | 0.71% | +5,482 | New |
| E. Ohman J:or Asset Management AB | 5,450 | $1.22M | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,421 | $1.21M | 0.03% | +30+0.6% | Added |
| Mediolanum International Funds Ltd | 5,359 | $1.21M | 0.01% | +5,359 | New |
| Cedar Mountain Advisors, LLC | 5,380 | $1.20M | 0.23% | +22+0.4% | Added |
| Integrated Quantitative Investments LLC | 5,361 | $1.20M | 0.26% | +1,735+47.8% | Added |
| Assenagon Asset Management S.A. | 5,358 | $1.20M | 0.00% | −151,049−96.6% | Reduced |
| New Mexico Educational Retirement Board | 5,350 | $1.19M | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,343 | $1.19M | 0.01% | −5,228−49.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,274 | $1.18M | 0.00% | −220−4.0% | Reduced |
| GAMMA Investing LLC | 5,196 | $1.16M | 0.06% | +202+4.0% | Added |
| HB Wealth Management, LLC | 5,152 | $1.15M | 0.01% | −215−4.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,136 | $1.15M | 0.00% | +5,136 | New |
| Keeler Thomas Management LLC | 5,125 | $1.14M | 0.55% | +22+0.4% | Added |
| Vestcor Inc | 5,112 | $1.14M | 0.03% | +52+1.0% | Added |
| Pensionmark Financial Group, LLC | 5,098 | $1.14M | 0.02% | +2,729+115.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 5,093 | $1.14M | 0.05% | +300+6.3% | Added |
| Savant Capital, LLC | 5,008 | $1.12M | 0.01% | −326−6.1% | Reduced |
| HighPoint Advisor Group LLC | 5,002 | $1.12M | 0.02% | −36−0.7% | Reduced |
| NewEdge Wealth, LLC | 4,901 | $1.09M | 0.01% | +468+10.6% | Added |
| Glenmede Trust Co NA | 4,831 | $1.08M | 0.01% | +4,831 | New |
| Geneos Wealth Management Inc. | 4,807 | $1.07M | 0.03% | +528+12.3% | Added |
| MUFG Securities EMEA plc | 4,785 | $1.07M | 0.01% | +2,543+113.4% | Added |
| Prospera Financial Services Inc | 4,779 | $1.07M | 0.02% | +51+1.1% | Added |
| Commerzbank Aktiengesellschaft | 4,772 | $1.06M | 0.02% | +4,772 | New |
| Turtle Creek Wealth Advisors, LLC | 4,761 | $1.06M | 0.08% | +1,644+52.7% | Added |
| Menard Financial Group LLC | 4,735 | $1.06M | 0.73% | +154+3.4% | Added |
| Vident Advisory, LLC | 4,732 | $1.06M | 0.01% | −727−13.3% | Reduced |
| Silvercrest Asset Management Group LLC | 4,687 | $1.05M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 4,614 | $1.03M | 0.00% | −23−0.5% | Reduced |
| Summit Trail Advisors, LLC | 4,554 | $1.02M | 0.02% | −665−12.7% | Reduced |
| Eukles Asset Management | 4,557 | $1.02M | 0.40% | +121+2.7% | Added |
| Burling Wealth Partners, LLC | 4,471 | $997.8K | 0.16% | −217−4.6% | Reduced |
| East Coast Asset Management, LLC. | 4,438 | $990.5K | 0.29% | +950+27.2% | Added |
| Brevan Howard Capital Management LP | 4,436 | $990.0K | 0.02% | +2,886+186.2% | Added |
| Advocacy Wealth Management Services, LLC | 4,379 | $977.3K | 0.04% | −387−8.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,322 | $964.5K | 0.01% | −305−6.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,273 | $953.6K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,242 | $946.7K | 0.04% | 00.0% | Unchanged |