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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 1,191 | $265.8K | 0.01% | +156+15.1% | Added |
| Advisors Preferred, LLC | 1,204 | $265.4K | 0.04% | +212+21.4% | Added |
| Equitable Trust Co | 1,189 | $265.3K | 0.01% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,188 | $265.0K | 0.03% | 00.0% | Unchanged |
| Tannin Capital LLC | 1,176 | $262.4K | 0.23% | +1,176 | New |
| Sagespring Wealth Partners, LLC | 1,171 | $261.4K | 0.00% | −565−32.5% | Reduced |
| Cresset Asset Management, LLC | 1,165 | $261.2K | 0.00% | +320+37.9% | Added |
| Alta Capital Management LLC | 1,161 | $259.1K | 0.02% | −1,520−56.7% | Reduced |
| Choate Investment Advisors | 1,158 | $258.4K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,154 | $258.0K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,153 | $257.3K | 0.00% | −455−28.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,152 | $257.2K | 0.13% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,150 | $257.0K | 0.03% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 1,134 | $253.1K | 0.15% | +1,134 | New |
| Storgate, LLC | 1,132 | $252.6K | 0.21% | +1,132 | New |
| Park National Corp | 1,127 | $251.5K | 0.01% | −5−0.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,119 | $250.0K | 0.03% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 1,119 | $249.7K | 0.46% | 00.0% | Unchanged |
| Key Financial Inc | 1,117 | $249.3K | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,417 | $249.0K | 0.06% | +280+24.6% | Added |
| GeoWealth Management, LLC | 1,113 | $248.4K | 0.01% | +190+20.6% | Added |
| Brogan Financial, Inc. | 1,108 | $247.2K | 0.11% | −396−26.3% | Reduced |
| Aprio Wealth Management, LLC | 1,105 | $246.5K | 0.01% | +35+3.3% | Added |
| Hudson Capital Management LLC | 1,104 | $246.4K | 0.06% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,100 | $245.5K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,099 | $245.3K | 0.02% | +1,099 | New |
| GWN Securities Inc. | 1,097 | $244.8K | 0.05% | +1,097 | New |
| Seaside Wealth Management, Inc. | 1,095 | $244.4K | 0.07% | −7−0.6% | Reduced |
| Parallel Advisors, LLC | 1,091 | $243.7K | 0.00% | +24+2.2% | Added |
| Massmutual Trust Co FSB | 1,090 | $243.3K | 0.01% | −206−15.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,087 | $242.6K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,167 | $242.2K | 0.01% | −1,323−53.1% | Reduced |
| Capital Investment Counsel, Inc | 1,077 | $240.4K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,077 | $240.3K | 0.00% | −65−5.7% | Reduced |
| Prosperity Financial Group, Inc. | 1,071 | $239.0K | 0.09% | −82−7.1% | Reduced |
| Eagle Bay Advisors LLC | 1,063 | $238.4K | 0.17% | 00.0% | Unchanged |
| Kastel Capital Advisors, LLC | 1,067 | $238.1K | 0.15% | +1,067 | New |
| Colonial Trust Co | 1,063 | $237.2K | 0.03% | +105+11.0% | Added |
| Smartleaf Asset Management LLC | 1,047 | $235.9K | 0.01% | −166−13.7% | Reduced |
| First Manhattan Co | 1,050 | $235.4K | 0.00% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,053 | $235.0K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,052 | $234.8K | 0.01% | −236−18.3% | Reduced |
| Ascent Wealth Partners, LLC | 1,051 | $234.6K | 0.03% | −260−19.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,024 | $228.5K | 0.03% | −26−2.5% | Reduced |
| Ci Investments Inc. | 1,023 | $228.3K | 0.00% | −2,433−70.4% | Reduced |
| McAdam, LLC | 1,022 | $228.2K | 0.01% | −41−3.9% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,017 | $227.0K | 0.40% | −147−12.6% | Reduced |
| Avantax Planning Partners, Inc. | 1,016 | $226.7K | 0.01% | −100−9.0% | Reduced |
| Moseley Investment Management Inc | 1,010 | $225.4K | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,007 | $224.7K | 0.00% | +1,007 | New |
| Avestar Capital, LLC | 1,002 | $224.5K | 0.02% | −17−1.7% | Reduced |
| Financial Planning Hawaii, Inc. | 1,005 | $224.3K | 0.13% | +1,005 | New |
| Cross Staff Investments Inc | 1,000 | $223.2K | 0.14% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $223.2K | 0.04% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $223.2K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 999 | $223.0K | 0.01% | +155+18.4% | Added |
| Brasada Capital Management, LP | 1,000 | $220.5K | 0.04% | −130−11.5% | Reduced |
| Aull & Monroe Investment Management Corp | 976 | $217.8K | 0.11% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 975 | $217.7K | 0.01% | −91−8.5% | Reduced |
| Patton Fund Management, Inc. | 974 | $217.4K | 0.03% | +49+5.3% | Added |
| Fragasso Group Inc. | 970 | $216.6K | 0.01% | +9+0.9% | Added |
| Allred Capital Management, LLC | 970 | $216.5K | 0.08% | −42−4.2% | Reduced |
| Pegasus Asset Management, Inc. | 968 | $216.0K | 0.07% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 962 | $214.8K | 0.04% | −90−8.6% | Reduced |
| Wayfinding Financial, LLC | 955 | $214.0K | 0.09% | +18+1.9% | Added |
| Great Valley Advisor Group, Inc. | 957 | $213.8K | 0.00% | −47−4.7% | Reduced |
| Jacobsen Capital Management | 956 | $213.4K | 0.07% | −42−4.2% | Reduced |
| Courier Capital LLC | 950 | $212.0K | 0.01% | −255−21.2% | Reduced |
| Baron Wealth Management LLC | 949 | $211.7K | 0.07% | −112−10.6% | Reduced |
| LGT Group Foundation | 939 | $211.5K | 0.00% | +939 | New |
| SRS Capital Advisors, Inc. | 948 | $211.5K | 0.01% | −2,163−69.5% | Reduced |
| RDA Financial Network | 939 | $209.6K | 0.05% | −10−1.1% | Reduced |
| Wedbush Securities Inc | 939 | $209.0K | 0.01% | +939 | New |
| Quest Partners LLC | 933 | $208.2K | 0.01% | −17,381−94.9% | Reduced |
| Patron Partners Advisors, LLC | 930 | $207.5K | 0.09% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 925 | $207.4K | 0.06% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 928 | $207.2K | 0.06% | +51+5.8% | Added |
| First National Bank of Hutchinson | 928 | $207.1K | 0.12% | 00.0% | Unchanged |
| 111 Capital | 927 | $206.9K | 0.05% | −3,434−78.7% | Reduced |
| Kingsview Wealth Management, LLC | 924 | $206.2K | 0.00% | +924 | New |
| London Co of Virginia | 922 | $205.8K | 0.00% | −121−11.6% | Reduced |
| Pure Financial Advisors, Inc. | 922 | $205.7K | 0.00% | +922 | New |
| Prosperity Consulting Group, LLC | 920 | $205.3K | 0.01% | +66+7.7% | Added |
| Strategic Blueprint, LLC | 908 | $202.7K | 0.01% | +28+3.2% | Added |
| KFA Private Wealth Group, LLC | 905 | $202.0K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 900 | $200.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $200.9K | 0.05% | +900 | New |
| SeaCrest Wealth Management, LLC | 915 | $200.8K | 0.02% | −75−7.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $196.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 841 | $187.7K | 0.01% | −46−5.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 803 | $180.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $176.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $171.8K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 765 | $170.8K | 0.06% | −9−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 760 | $169.6K | 0.01% | −69−8.3% | Reduced |
| MCF Advisors LLC | 754 | $168.5K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 754 | $168.3K | 0.03% | −225−23.0% | Reduced |
| Private Wealth Asset Management, LLC | 749 | $167.2K | 0.02% | −6−0.8% | Reduced |
| Cary Street Partners Financial LLC | 728 | $162.5K | 0.00% | +79+12.2% | Added |
| Whittier Trust Co of Nevada Inc | 708 | $157.0K | 0.00% | 00.0% | Unchanged |