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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 2,448 | $546.4K | 0.09% | +2,448 | New |
| Sowell Financial Services LLC | 2,434 | $543.2K | 0.02% | +94+4.0% | Added |
| Rockland Trust Co | 2,433 | $543.0K | 0.02% | −209−7.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,393 | $536.3K | 0.03% | +195+8.9% | Added |
| Gibbs Wealth Management | 2,399 | $535.9K | 0.13% | −266−10.0% | Reduced |
| Ami Asset Management Corp | 2,388 | $532.9K | 0.03% | −89−3.6% | Reduced |
| Argent Trust Co | 2,384 | $532.0K | 0.02% | −38−1.6% | Reduced |
| Segment Wealth Management, LLC | 2,371 | $529.1K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,366 | $528.0K | 0.03% | +2,366 | New |
| SeaBridge Investment Advisors LLC | 2,344 | $523.1K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,340 | $522.4K | 0.02% | +836+55.6% | Added |
| Unique Wealth, LLC | 2,336 | $521.2K | 0.07% | −326−12.2% | Reduced |
| Fiduciary Family Office, LLC | 2,325 | $518.9K | 0.15% | −807−25.8% | Reduced |
| MQS Management LLC | 2,319 | $517.5K | 0.31% | +274+13.4% | Added |
| Resources Investment Advisors, LLC. | 2,318 | $517.4K | 0.01% | −854−26.9% | Reduced |
| Evolve Private Wealth, LLC | 2,307 | $517.1K | 0.03% | +2,307 | New |
| Private Advisor Group, LLC | 2,314 | $516.5K | 0.00% | +208+9.9% | Added |
| One + One Wealth Management, LLC | 2,314 | $516.4K | 0.24% | −123−5.0% | Reduced |
| Dividend Assets Capital, LLC | 2,313 | $516.2K | 0.10% | −462−16.6% | Reduced |
| Ritholtz Wealth Management | 2,305 | $514.5K | 0.01% | −1,769−43.4% | Reduced |
| Exchange Bank | 2,250 | $502.1K | 0.35% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,214 | $494.2K | 0.01% | −148−6.3% | Reduced |
| Ellevest, Inc. | 2,202 | $491.4K | 0.07% | −262−10.6% | Reduced |
| Norden Group LLC | 2,189 | $488.6K | 0.05% | −279−11.3% | Reduced |
| IFP Advisors, Inc | 2,177 | $485.8K | 0.01% | +155+7.7% | Added |
| Aaron Wealth Advisors | 2,164 | $482.9K | 0.03% | −954−30.6% | Reduced |
| Baker Ellis Asset Management LLC | 2,131 | $475.6K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,130 | $475.4K | 0.02% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,128 | $474.9K | 0.00% | −553−20.6% | Reduced |
| Rehmann Capital Advisory Group | 2,116 | $473.7K | 0.02% | −281−11.7% | Reduced |
| Skopos Labs, Inc. | 2,079 | $472.5K | 0.02% | +846+68.6% | Added |
| Snowden Capital Advisors LLC | 2,107 | $472.3K | 0.01% | −87−4.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,110 | $470.9K | 0.08% | −350−14.2% | Reduced |
| Warren Averett Asset Management, LLC | 2,101 | $468.9K | 0.00% | +365+21.0% | Added |
| Pittenger & Anderson Inc | 2,100 | $468.7K | 0.02% | −12,145−85.3% | Reduced |
| Tectonic Advisors LLC | 2,100 | $468.7K | 0.02% | +88+4.4% | Added |
| Stevens Capital Management LP | 2,090 | $466.0K | 0.16% | +824+65.1% | Added |
| Martingale Asset Management L P | 2,086 | $465.5K | 0.01% | +480+29.9% | Added |
| TD Private Client Wealth LLC | 2,084 | $465.2K | 0.01% | −283−12.0% | Reduced |
| Maripau Wealth Management LLC | 2,072 | $462.3K | 0.21% | +136+7.0% | Added |
| Leonteq Securities AG | 2,070 | $462.0K | 0.02% | −447−17.8% | Reduced |
| Change Path, LLC | 2,065 | $460.9K | 0.01% | +80+4.0% | Added |
| Gen-Wealth Partners Inc | 2,043 | $455.8K | 0.15% | +1,581+342.2% | Added |
| Exchange Traded Concepts, LLC | 2,040 | $455.3K | 0.00% | −2−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,025 | $451.9K | 0.01% | +8+0.4% | Added |
| Mather Group, LLC. | 2,020 | $450.8K | 0.00% | −182−8.3% | Reduced |
| E6 Portfolios, LLC | 2,007 | $447.8K | 0.51% | +2,007 | New |
| Qtron Investments LLC | 2,001 | $446.6K | 0.06% | −145−6.8% | Reduced |
| Convergence Financial, LLC | 2,001 | $446.6K | 0.07% | +2,001 | New |
| Leeward Financial Partners, LLC | 2,000 | $446.3K | 0.13% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 2,000 | $446.3K | 0.33% | +2,000 | New |
| Spire Wealth Management | 1,986 | $443.2K | 0.01% | −55−2.7% | Reduced |
| Applied Finance Capital Management, LLC | 1,978 | $441.4K | 0.03% | +1,978 | New |
| Simmons Bank | 1,964 | $438.3K | 0.03% | −459−18.9% | Reduced |
| Financial Management Professionals, Inc. | 1,953 | $437.8K | 0.05% | +14+0.7% | Added |
| Nomura Holdings Inc | 1,948 | $434.7K | 0.00% | −1,996−50.6% | Reduced |
| Meyer Handelman Co | 1,945 | $434.1K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,939 | $432.7K | 0.20% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 1,935 | $431.8K | 0.13% | +1,935 | New |
| Signaturefd, LLC | 1,915 | $427.4K | 0.01% | −175−8.4% | Reduced |
| Second Half Financial Partners, LLC | 1,896 | $423.1K | 0.19% | −208−9.9% | Reduced |
| Huntington National Bank | 1,883 | $420.2K | 0.00% | −97−4.9% | Reduced |
| Main Street Financial Solutions, LLC | 1,883 | $420.1K | 0.03% | −13−0.7% | Reduced |
| Silver Oak Securities, Inc | 1,865 | $420.0K | 0.03% | +8+0.4% | Added |
| Optas, LLC | 1,877 | $418.9K | 0.07% | +211+12.7% | Added |
| Sunburst Financial Group, LLC | 1,874 | $418.3K | 0.08% | −58−3.0% | Reduced |
| Wealth Alliance | 1,844 | $411.6K | 0.04% | +1+0.1% | Added |
| Bridges Investment Management Inc | 1,844 | $411.5K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 1,843 | $411.3K | 0.00% | +1,843 | New |
| Redmond Asset Management, LLC | 1,841 | $410.9K | 0.10% | +75+4.2% | Added |
| Brown Brothers Harriman & Co | 1,840 | $410.6K | 0.00% | +31+1.7% | Added |
| CAPROCK Group, Inc. | 1,798 | $410.0K | 0.01% | −5,503−75.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,833 | $409.1K | 0.02% | −335−15.5% | Reduced |
| Gateway Investment Advisers LLC | 1,830 | $408.4K | 0.00% | +622+51.5% | Added |
| Optimize Financial Inc | 1,822 | $406.6K | 0.20% | +24+1.3% | Added |
| Independence Bank of Kentucky | 1,820 | $406.2K | 0.05% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,812 | $404.4K | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,812 | $404.3K | 0.04% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,810 | $403.9K | 0.01% | −8−0.4% | Reduced |
| Forza Wealth Management, LLC | 1,800 | $401.7K | 0.15% | +50+2.9% | Added |
| Diversified Trust Co | 1,794 | $400.4K | 0.01% | +1,794 | New |
| J. Safra Sarasin Holding AG | 1,792 | $399.9K | 0.01% | −1,656−48.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,764 | $393.7K | 0.01% | +207+13.3% | Added |
| Clark Capital Management Group, Inc. | 1,755 | $391.7K | 0.00% | −63−3.5% | Reduced |
| Pandora Wealth, Inc. | 1,754 | $391.4K | 0.24% | −950−35.1% | Reduced |
| KFG Wealth Management, LLC | 1,749 | $390.2K | 0.05% | +71+4.2% | Added |
| Woodward Diversified Capital, LLC | 1,746 | $389.7K | 0.18% | −50−2.8% | Reduced |
| Central Trust Co | 1,746 | $389.7K | 0.01% | +2+0.1% | Added |
| Davenport & Co LLC | 1,744 | $389.2K | 0.00% | −16−0.9% | Reduced |
| McMillan Office, Inc. | 1,742 | $388.8K | 0.05% | +1,742 | New |
| Chancellor Financial Group WB LP | 1,739 | $388.1K | 0.27% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,737 | $387.7K | 0.01% | +336+24.0% | Added |
| MONECO Advisors, LLC | 1,737 | $387.6K | 0.03% | −8−0.5% | Reduced |
| Abacus Wealth Partners, LLC | 1,736 | $387.4K | 0.04% | +1,736 | New |
| Ifrah Financial Services, Inc. | 1,735 | $387.2K | 0.10% | −32−1.8% | Reduced |
| Prosperity Advisers, LLC | 1,718 | $385.1K | 0.32% | +1,718 | New |
| Global Retirement Partners, LLC | 1,725 | $384.9K | 0.01% | +419+32.1% | Added |
| Wealthspire Advisors, LLC | 1,704 | $380.3K | 0.00% | +776+83.6% | Added |
| Crestwood Advisors Group LLC | 1,689 | $376.9K | 0.01% | +506+42.8% | Added |
| RMB Capital Management, LLC | 1,673 | $375.0K | 0.01% | +5+0.3% | Added |