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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 4,225 | $942.9K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 4,207 | $938.9K | 0.00% | −159−3.6% | Reduced |
| Ossiam | 4,168 | $930.2K | 0.02% | −4,062−49.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,075 | $909.4K | 0.00% | −29,529−87.9% | Reduced |
| LVW Advisors, LLC | 4,059 | $905.8K | 0.09% | −1,174−22.4% | Reduced |
| Biltmore Family Office, LLC | 4,030 | $903.3K | 0.12% | +15+0.4% | Added |
| Wall Street Access Asset Management, LLC | 4,005 | $893.8K | 0.20% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $892.7K | 0.32% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,998 | $891.9K | 0.07% | −13−0.3% | Reduced |
| North Dakota State Investment Board | 3,996 | $891.8K | 0.03% | +3,996 | New |
| Oppenheimer & Co Inc | 3,959 | $883.5K | 0.01% | +34+0.9% | Added |
| Empirical Finance, LLC | 3,938 | $878.8K | 0.04% | −172−4.2% | Reduced |
| Welch & Forbes LLC | 3,900 | $870.4K | 0.01% | −75−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,889 | $868.0K | 0.20% | −553−12.4% | Reduced |
| Tributary Capital Management, LLC | 3,888 | $867.7K | 0.09% | −124−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,881 | $866.1K | 0.02% | +1,286+49.6% | Added |
| DT Investment Partners, LLC | 3,870 | $863.7K | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,863 | $862.1K | 0.02% | +628+19.4% | Added |
| Jane Street Group, LLC | 3,859 | $861.2K | 0.00% | −84,541−95.6% | Reduced |
| RSM US Wealth Management LLC | 3,794 | $854.7K | 0.01% | −417−9.9% | Reduced |
| Jacobi Capital Management LLC | 3,795 | $846.9K | 0.05% | +952+33.5% | Added |
| Smallwood Wealth Investment Management, LLC | 3,765 | $840.4K | 0.44% | +11+0.3% | Added |
| Triangle Securities Wealth Management | 3,756 | $838.3K | 0.18% | +260+7.4% | Added |
| Lord & Richards Wealth Management, LLC | 3,753 | $837.2K | 0.72% | −2,434−39.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,730 | $832.4K | 0.01% | −3−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 3,675 | $820.1K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,655 | $815.7K | 0.04% | +84+2.4% | Added |
| TownSquare Capital, LLC | 3,622 | $808.3K | 0.18% | −6,066−62.6% | Reduced |
| Ofi Invest Asset Management | 3,745 | $806.5K | 0.01% | +2,664+246.4% | Added |
| iA Global Asset Management Inc. | 3,608 | $805.0K | 0.01% | −1,597−30.7% | Reduced |
| Buckhead Capital Management LLC | 3,599 | $803.2K | 0.29% | +726+25.3% | Added |
| Union Bancaire Privee, UBP SA | 3,532 | $803.1K | 0.01% | +1,961+124.8% | Added |
| MGB Wealth Management, LLC | 3,590 | $801.6K | 0.23% | −158−4.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,591 | $801.4K | 0.01% | +161+4.7% | Added |
| Ieq Capital, LLC | 3,546 | $791.4K | 0.00% | −216−5.7% | Reduced |
| Osmosis Investment Management UK Ltd | 3,498 | $784.1K | 0.02% | +3,498 | New |
| Quadrant Capital Group LLC | 3,460 | $772.2K | 0.02% | −227−6.2% | Reduced |
| Icon Wealth Advisors, LLC | 3,480 | $771.5K | 0.05% | +3+0.1% | Added |
| Keybank National Association | 3,454 | $770.8K | 0.00% | +1,791+107.7% | Added |
| Atlas Legacy Advisors, LLC | 3,444 | $768.6K | 0.13% | +366+11.9% | Added |
| ABLE Financial Group, LLC | 3,339 | $745.2K | 0.15% | −173−4.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,317 | $740.3K | 0.01% | +682+25.9% | Added |
| V-Square Quantitative Management LLC | 3,317 | $740.3K | 0.08% | +3,317 | New |
| Mission Wealth Management, LP | 3,317 | $740.1K | 0.02% | −721−17.9% | Reduced |
| United Advisor Group, LLC | 3,293 | $734.9K | 0.09% | +36+1.1% | Added |
| IFG Advisory, LLC | 3,275 | $730.9K | 0.03% | +99+3.1% | Added |
| Bridgewater Advisors Inc. | 3,561 | $729.1K | 0.05% | +15+0.4% | Added |
| SWMG, LLC | 3,999 | $727.5K | 0.20% | −840−17.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,246 | $724.4K | 0.00% | +77+2.4% | Added |
| Jacobs Levy Equity Management, Inc | 3,246 | $724.4K | 0.00% | −60,662−94.9% | Reduced |
| D.B. Root & Company, LLC | 3,240 | $723.1K | 0.18% | −3−0.1% | Reduced |
| Longaeva Partners L.P. | 3,213 | $717.0K | 0.09% | +3,213 | New |
| Tower Research Capital LLC (TRC) | 3,203 | $714.8K | 0.02% | +1,475+85.4% | Added |
| Farringdon Capital, Ltd. | 3,190 | $711.9K | 0.17% | +3,190 | New |
| Axq Capital, LP | 3,190 | $711.9K | 0.16% | +3,190 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,177 | $709.0K | 0.25% | +1,993+168.3% | Added |
| Havemeyer Place LP | 3,152 | $703.4K | 0.14% | +3,152 | New |
| MUFG Securities Americas Inc. | 3,145 | $701.9K | 0.04% | −14−0.4% | Reduced |
| Securian Asset Management, Inc | 3,140 | $700.8K | 0.03% | −2,501−44.3% | Reduced |
| Guardian Wealth Management, Inc. | 3,098 | $691.4K | 0.41% | −89−2.8% | Reduced |
| BHK Investment Advisors, LLC | 3,071 | $685.4K | 0.23% | +385+14.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,067 | $684.5K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,053 | $681.3K | 0.18% | +318+11.6% | Added |
| Paladin Partners, LLC | 3,050 | $680.7K | 0.51% | +3,050 | New |
| Boothbay Fund Management, LLC | 2,951 | $658.6K | 0.02% | −96−3.2% | Reduced |
| Kidder Stephen W | 2,950 | $658.4K | 0.19% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,923 | $652.3K | 0.04% | −278−8.7% | Reduced |
| ISAM Funds (UK) Ltd | 2,919 | $651.4K | 0.23% | +2,919 | New |
| Legacy Capital Wealth Partners, LLC | 2,913 | $650.0K | 0.14% | −35−1.2% | Reduced |
| Morningstar Investment Management LLC | 2,902 | $648.0K | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,903 | $647.9K | 0.04% | +1,119+62.7% | Added |
| Vontobel Holding Ltd. | 2,896 | $646.3K | 0.00% | −3,704−56.1% | Reduced |
| Plato Investment Management Ltd | 2,879 | $645.6K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,889 | $644.8K | 0.07% | +1,534+113.2% | Added |
| Meeder Advisory Services, Inc. | 2,821 | $629.6K | 0.03% | −367−11.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,802 | $625.3K | 0.03% | +1,878+203.2% | Added |
| Clarus Group, Inc. | 2,769 | $618.0K | 0.22% | −191−6.5% | Reduced |
| AlphaGrep UK Ltd | 2,750 | $613.7K | 0.20% | +2,750 | New |
| Chicago Trust Co NA | 2,732 | $609.7K | 0.10% | −10.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,716 | $606.1K | 0.03% | −158−5.5% | Reduced |
| Quantbot Technologies LP | 2,701 | $602.8K | 0.02% | −257−8.7% | Reduced |
| WealthTrust Axiom LLC | 2,681 | $598.3K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,669 | $595.6K | 0.05% | +158+6.3% | Added |
| Fisher Asset Management, LLC | 2,662 | $594.3K | 0.00% | +1,075+67.7% | Added |
| Wilian Securities, LLC | 2,653 | $592.1K | 0.64% | +2,653 | New |
| Great Lakes Advisors, LLC | 2,630 | $586.9K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,624 | $585.6K | 0.02% | +2,624 | New |
| Equitable Holdings, Inc. | 2,621 | $584.9K | 0.00% | +420+19.1% | Added |
| Brown Miller Wealth Management, LLC | 2,608 | $582.0K | 0.16% | +18+0.7% | Added |
| Arkadios Wealth Advisors | 2,605 | $581.4K | 0.01% | −251−8.8% | Reduced |
| Everence Capital Management Inc | 2,596 | $579.0K | 0.03% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 2,570 | $573.5K | 0.02% | +620+31.8% | Added |
| Cary Street Partner Investment Advisory LLC | 2,565 | $572.3K | 0.15% | +48+1.9% | Added |
| Harvest Fund Management Co., Ltd | 2,547 | $568.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,586 | $567.6K | 0.02% | −332−11.4% | Reduced |
| Mutual Advisors, LLC | 2,538 | $566.4K | 0.01% | −29−1.1% | Reduced |
| Venturi Wealth Management, LLC | 2,521 | $562.6K | 0.02% | −146−5.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,514 | $561.0K | 0.01% | −326−11.5% | Reduced |
| Syon Capital LLC | 2,511 | $560.4K | 0.03% | −55−2.1% | Reduced |
| Shufro Rose & Co LLC | 2,500 | $557.9K | 0.04% | 00.0% | Unchanged |