Broadridge Financial Solutions, Inc.

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001383312

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2026. 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: 1,064; −52 vs. Q4 2025
Shares held: 109.5M; +20.1M (+22.4%) vs. Q4 2025
Total value: $18.0B; −$1.92B (−9.6%) vs. Q4 2025
New holders: 136; 440 more added
Sold out: 188; 318 more reduced

20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,064 institutions

Value heldQ1 2026: $18.0B

Institutions holding BR and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2025.

Institutions holding BR in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Westfuller Advisors, LLC	0	$9	0.00%	−63−100.0%	Reduced
1015 Capital Partners, LLC	1	$162	0.00%	−11−91.7%	Reduced
Napier Financial, LLC	1	$162	0.00%	+1	New
Investment Research & Advisory Group, Inc.	1	$163	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	1	$163	0.00%	+1	New
Sound Income Strategies, LLC	2	$320	0.00%	−4−66.7%	Reduced
HFM Investment Advisors, LLC	2	$325	0.00%	−3−60.0%	Reduced
Intentional Wealth Strategies, LLC	2	$325	0.00%	+2	New
Dunhill Financial, LLC	2	$476	0.00%	−8−80.0%	Reduced
Signature Equity Partners, LLC	3	$487	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	3	$487	0.00%	+3	New
MBM Wealth Consultants, LLC	3	$487	0.00%	+3	New
Silver Grove Financial Group, Inc.	3	$487	0.00%	+3	New
DecisionPoint Financial, LLC	3	$488	0.00%	00.0%	Unchanged
Breakwater Investment Management	3	$488	0.00%	+1+50.0%	Added
TFC Financial Management	4	$650	0.00%	−1−20.0%	Reduced
Imprint Wealth LLC	4	$650	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	4	$650	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	4	$650	0.00%	+2+100.0%	Added
Bay Harbor Wealth Management, LLC	6	$974	0.00%	−7−53.8%	Reduced
Rosenberg Matthew Hamilton	6	$975	0.00%	00.0%	Unchanged
Aspect Partners, LLC	6	$975	0.00%	00.0%	Unchanged
NVWM, LLC	6	$975	0.00%	+4+200.0%	Added
Harvest Fund Management Co., Ltd	4	$1.00K	0.00%	−2,543−99.8%	Reduced
Westside Investment Management, Inc.	7	$1.14K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	7	$1.14K	0.00%	00.0%	Unchanged
Sachetta, LLC	7	$1.14K	0.00%	−21−75.0%	Reduced
UMA Financial Services, Inc.	8	$1.30K	0.00%	−6−42.9%	Reduced
Clark Wealth Partners	8	$1.30K	0.00%	+2+33.3%	Added
Clayton Financial Group LLC	8	$1.30K	0.00%	+8	New
Portus Wealth Advisors, LLC	8	$1.30K	0.00%	+8	New
Nvest Wealth Strategies, Inc.	8	$1.30K	0.00%	+8	New
Maseco LLP	8	$1.30K	0.00%	00.0%	Unchanged
Basepoint Wealth LLC	8	$1.33K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	9	$1.46K	0.00%	−22−71.0%	Reduced
Rakuten Securities, Inc.	9	$1.46K	0.00%	+8+800.0%	Added
Dogwood Wealth Management LLC	11	$1.79K	0.00%	−3−21.4%	Reduced
Wealth Enhancement Trust Services, Inc.	11	$1.79K	0.00%	00.0%	Unchanged
Burk Holdings LLC	11	$1.79K	0.00%	+11	New
Corsicana & Co.	8	$1.94K	0.00%	00.0%	Unchanged
Red Tortoise LLC	12	$1.95K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	12	$1.95K	0.00%	+10+500.0%	Added
Wall Street Financial Group, Inc.	12	$1.95K	0.00%	+12	New
Jackson, Grant Investment Advisers, Inc.	13	$2.11K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	13	$2.11K	0.00%	+9+225.0%	Added
Addison Advisors LLC	14	$2.27K	0.00%	+3+27.3%	Added
Johnson Financial Group, Inc.	14	$2.29K	0.00%	00.0%	Unchanged
Grove Bank & Trust	15	$2.44K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	15	$2.44K	0.00%	+9+150.0%	Added
DiNuzzo Private Wealth, Inc.	15	$2.44K	0.00%	−2−11.8%	Reduced
Rialto Wealth Management, LLC	15	$2.44K	0.00%	+7+87.5%	Added
Financial Management Professionals, Inc.	15	$2.46K	0.00%	−1,938−99.2%	Reduced
LRI Investments, LLC	16	$2.60K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	17	$2.76K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	17	$2.79K	0.00%	−28−62.2%	Reduced
Abound Wealth Management	18	$2.92K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	18	$2.92K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	18	$2.92K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	19	$3.09K	0.00%	−154−89.0%	Reduced
High Note Wealth, LLC	19	$3.09K	0.00%	+19	New
Newbridge Financial Services Group, Inc.	20	$3.25K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	20	$3.25K	0.00%	00.0%	Unchanged
Kilter Group LLC	21	$3.41K	0.00%	+2+10.5%	Added
LGT Financial Advisors LLC	22	$3.63K	0.02%	00.0%	Unchanged
Sunrise Financial Services, LLC	23	$3.74K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	23	$3.74K	0.00%	+12+109.1%	Added
Clal Insurance Enterprises Holdings Ltd	27	$4.00K	0.00%	−91−77.1%	Reduced
Brown, Lisle/Cummings, Inc.	25	$4.06K	0.00%	00.0%	Unchanged
DAGCO, Inc.	29	$4.71K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	29	$4.74K	0.00%	−8−21.6%	Reduced
Strategic Investment Solutions, Inc.	30	$4.88K	0.00%	00.0%	Unchanged
Avion Wealth	32	$5.00K	0.00%	+12+60.0%	Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management	32	$5.20K	0.00%	−18−36.0%	Reduced
Elevated Capital Advisors, LLC	34	$5.52K	0.00%	−29−46.0%	Reduced
Kingdom Financial Group LLC.	34	$5.52K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	34	$5.52K	0.00%	+34	New
Guinness Atkinson Asset Management Inc	36	$5.85K	0.00%	00.0%	Unchanged
Strive Financial Group ,LLC	40	$6.00K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	38	$6.17K	0.00%	00.0%	Unchanged
Rational Advisors LLC	39	$6.34K	0.00%	00.0%	Unchanged
Kemnay Advisory Services Inc.	39	$6.34K	0.00%	+39	New
Financial Freedom, LLC	40	$6.50K	0.00%	+40	New
Advocate Investing Services LLC	41	$6.66K	0.01%	00.0%	Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust	41	$6.66K	0.00%	+41	New
North Star Investment Management Corp.	42	$6.82K	0.00%	−13−23.6%	Reduced
Horizon Financial Services, LLC	43	$6.99K	0.00%	+33+330.0%	Added
Glass Jacobson Investment Advisors llc	45	$7.31K	0.00%	00.0%	Unchanged
JPL Wealth Management, LLC	45	$7.31K	0.00%	+45	New
Virginia Estate & Retirement Planning Advisors Inc.	46	$7.47K	0.03%	+46	New
First Pacific Financial	47	$7.64K	0.00%	+15+46.9%	Added
Annis Gardner Whiting Capital Advisors, LLC	49	$7.99K	0.00%	+5+11.4%	Added
West Branch Capital LLC	50	$8.12K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	50	$8.12K	0.00%	00.0%	Unchanged
Vision Retirement, LLC	50	$8.12K	0.00%	00.0%	Unchanged
Southern Michigan Bank & Trust	50	$8.12K	0.00%	+50	New
Trask Adam Roland	50	$8.12K	0.01%	+50	New
Meeder Asset Management Inc	51	$8.29K	0.00%	−18−26.1%	Reduced
Swiss Re Ltd	51	$8.29K	0.05%	00.0%	Unchanged
Triumph Capital Management	51	$8.30K	0.00%	+41+410.0%	Added
Hallmark Capital Management Inc	52	$8.45K	0.00%	00.0%	Unchanged