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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.

Institutional holdersQ4 2025: 1,136 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ4 2025: $23.8B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Portside Wealth Group, LLC1,675$373.8K0.05%−344−17.0%Reduced
Renasant Bank1,660$370.5K0.25%−335−16.8%Reduced
Raiffeisen Bank International AG1,641$369.6K0.00%00.0%Unchanged
Graham Capital Management, L.P.1,651$368.5K0.01%+1,651New
Marietta Investment Partners LLC1,649$368.0K0.07%+115+7.5%Added
Mystic Asset Management, Inc.1,646$367.3K0.08%−134−7.5%Reduced
Beacon Pointe Advisors, LLC1,643$366.7K0.00%+446+37.3%Added
Eastern Bank1,641$366.2K0.01%−150−8.4%Reduced
Advisors Capital Management, LLC1,638$365.6K0.00%−59−3.5%Reduced
AlphaCore Capital LLC1,628$364.5K0.01%+1,628New
Empire Financial Management Company, LLC1,624$362.6K0.08%00.0%Unchanged
Diversify Advisory Services, LLC1,657$362.2K0.01%−659−28.5%Reduced
Strategy Asset Managers LLC1,620$361.6K0.06%−2−0.1%Reduced
Texas Capital Bank Wealth Management Services Inc1,619$361.3K0.02%−139−7.9%Reduced
CX Institutional1,618$361.0K0.01%−15−0.9%Reduced
Diversified Enterprises, LLC1,603$357.7K0.02%+111+7.4%Added
Picton Mahoney Asset Management1,601$357.3K0.00%−2,782−63.5%Reduced
Arcadia Investment Management Corp1,600$357.1K0.06%00.0%Unchanged
We Are One Seven, LLC1,594$355.7K0.01%−4−0.3%Reduced
Trust Point Inc.1,590$354.8K0.03%−92−5.5%Reduced
CWA Asset Management Group, LLC1,587$354.2K0.01%−126−7.4%Reduced
Voya Financial Advisors, Inc.1,549$352.2K0.03%−200−11.4%Reduced
Private Trust Co NA1,576$351.7K0.03%−1−0.1%Reduced
Campion Asset Management LLC1,565$349.3K0.24%00.0%Unchanged
Prestige Wealth Management Group LLC1,554$348.3K0.07%−130−7.7%Reduced
Washington Trust Bank1,560$348.1K0.02%00.0%Unchanged
Tema ETFs LLC1,559$347.9K0.03%−4−0.3%Reduced
Advisory Alpha, LLC1,555$347.2K0.01%+81+5.5%Added
GM Advisory Group, Inc.1,555$347.0K0.01%+1,555New
Sound View Wealth Advisors Group, LLC1,547$345.2K0.02%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC1,542$344.1K0.02%−63−3.9%Reduced
Legato Capital Management LLC1,537$343.0K0.03%+1,537New
Gilbert & Cook, Inc.1,529$341.2K0.04%+29+1.9%Added
Wellington Grp LLC1,529$341.2K0.11%+1,529New
Guggenheim Capital LLC1,513$337.7K0.00%−152−9.1%Reduced
MBE Wealth Management, LLC1,511$337.1K0.14%+105+7.5%Added
National Asset Management, Inc.1,508$336.6K0.02%−10−0.7%Reduced
SHP Wealth Management1,504$335.7K0.03%+1,504New
Shore Point Advisors, LLC1,504$335.6K0.14%00.0%Unchanged
Anchor Investment Management, LLC1,500$334.8K0.03%00.0%Unchanged
National Wealth Management Group, LLC1,493$333.2K0.12%+1,493New
Stonehearth Capital Management, LLC1,480$330.3K0.12%00.0%Unchanged
Evergreen Capital Management LLC1,473$330.2K0.01%+391+36.1%Added
Magnetar Financial LLC1,479$330.1K0.00%−27,129−94.8%Reduced
D. E. Shaw & Co., Inc.1,479$330.1K0.00%00.0%Unchanged
Verity Asset Management, Inc.1,478$329.7K0.14%+1,478New
GTS Securities LLC1,474$329.0K0.01%+606+69.8%Added
Maridea Wealth Management LLC1,470$328.1K0.05%−802−35.3%Reduced
Ipswich Investment Management Co., Inc.1,465$326.9K0.08%00.0%Unchanged
Bennett Associates Wealth Management1,460$325.8K0.23%+1,460New
D.A. Davidson & Co.1,451$323.8K0.00%+167+13.0%Added
Apella Capital, LLC1,447$322.9K0.01%+6+0.4%Added
Childress Capital Advisors, LLC1,447$322.9K0.05%+478+49.3%Added
Clark Financial Services Group Inc1,434$319.5K0.17%+31+2.2%Added
Advyzon Investment Management, LLC1,423$317.5K0.04%+397+38.7%Added
AE Wealth Management LLC1,415$315.9K0.00%−29−2.0%Reduced
Mitchell McLeod Pugh & Williams Inc1,732$315.1K0.04%−25−1.4%Reduced
J.W. Cole Advisors, Inc.1,642$314.4K0.01%−1,028−38.5%Reduced
Radnor Capital Management, LLC1,407$314.0K0.05%00.0%Unchanged
Hall Laurie J Trustee1,400$312.4K0.10%−200−12.5%Reduced
Traphagen Investment Advisors LLC1,394$311.1K0.03%−37−2.6%Reduced
Kathmere Capital Management, LLC1,392$310.7K0.02%+20+1.5%Added
Sterling Capital Management LLC1,389$310.0K0.01%+569+69.4%Added
Prelude Capital Management, LLC1,371$306.0K0.02%+1,371New
AssuredPartners Investment Advisors, LLC1,371$305.9K0.05%+1,371New
LaSalle St. Investment Advisors, LLC1,370$305.0K0.05%−21−1.5%Reduced
Atlas Brown,Inc.1,364$304.4K0.09%+5+0.4%Added
Atwater Malick LLC1,349$301.1K0.08%−37−2.7%Reduced
Fieldview Capital Management, LLC1,344$299.9K0.05%−2,479−64.8%Reduced
Everpar Advisors LLC1,344$299.9K0.11%−278−17.1%Reduced
Alpha Cubed Investments, LLC1,343$299.8K0.01%+1,343New
Ameritas Investment Partners, Inc.1,333$297.6K0.01%+1+0.1%Added
Dynamic Advisor Solutions LLC1,326$296.0K0.01%−103−7.2%Reduced
Resources Management Corp1,315$293.0K0.04%−10−0.8%Reduced
Penobscot Investment Management Company, Inc.1,299$289.9K0.02%00.0%Unchanged
Safe Harbor Fiduciary, LLC1,296$289.2K0.26%+1,296New
Ewa, LLC1,288$287.4K0.07%−70−5.2%Reduced
Washington Trust Advisors, Inc.1,286$287.0K0.02%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,286$286.9K0.03%+45+3.6%Added
QSV Equity Investors LLC1,283$286.3K0.42%−56−4.2%Reduced
David Loasby1,262$281.5K0.02%+286+29.3%Added
Nilsine Partners, LLC1,261$281.4K0.02%+43+3.5%Added
Flagship Harbor Advisors, LLC1,260$281.4K0.01%−41−3.2%Reduced
Ronald Blue Trust, Inc.1,259$281.0K0.00%−27−2.1%Reduced
Caitlin John, LLC1,257$280.5K0.18%+1,257New
Fulton Bank, N.A.1,254$279.9K0.01%−120−8.7%Reduced
Advisor OS, LLC1,253$279.6K0.02%−19−1.5%Reduced
Accurate Wealth Management, LLC1,246$278.3K0.04%+134+12.1%Added
BSW Wealth Partners1,246$278.2K0.03%−285−18.6%Reduced
Camden Capital, LLC1,241$277.0K0.02%+151+13.9%Added
Albion Financial Group1,240$276.7K0.02%−1,237−49.9%Reduced
EverSource Wealth Advisors, LLC1,238$276.5K0.01%+394+46.7%Added
Ninety One North America, Inc.1,221$272.5K0.01%−391−24.3%Reduced
Petros Family Wealth, LLC1,221$272.5K0.18%−1−0.1%Reduced
PCM Encore, LLC1,209$269.9K0.06%+1,209New
Greykasell Wealth Strategies, Inc.1,205$268.9K0.11%00.0%Unchanged
Norris Perne & French LLP1,200$267.8K0.02%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC1,200$267.8K0.13%00.0%Unchanged
Grove Street Fiduciary, LLC1,199$267.6K0.11%00.0%Unchanged
Umb Bank N A1,198$267.4K0.00%+213+21.6%Added