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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, 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
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 heldQ1 2026: $18.0B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Sepio Capital, LP0$00.00%−2,903−100.0%Sold out
Inscription Capital, LLC0$00.00%−2,889−100.0%Sold out
Moody Lynn & Lieberson, LLC0$00.00%−2,716−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−2,521−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−2,500−100.0%Sold out
Ami Asset Management Corp0$00.00%−2,388−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−2,366−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,340−100.0%Sold out
Unique Wealth, LLC0$00.00%−2,336−100.0%Sold out
MQS Management LLC0$00.00%−2,319−100.0%Sold out
Private Advisor Group, LLC0$00.00%−2,314−100.0%Sold out
One + One Wealth Management, LLC0$00.00%−2,314−100.0%Sold out
Aaron Wealth Advisors0$00.00%−2,164−100.0%Sold out
Ninety One UK Ltd0$00.00%−2,128−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−2,100−100.0%Sold out
Tectonic Advisors LLC0$00.00%−2,100−100.0%Sold out
Convergence Financial, LLC0$00.00%−2,001−100.0%Sold out
Simmons Bank0$00.00%−1,964−100.0%Sold out
Meyer Handelman Co0$00.00%−1,945−100.0%Sold out
Aberdeen Wealth Management LLC0$00.00%−1,939−100.0%Sold out
Argos Wealth Advisors, LLC0$00.00%−1,935−100.0%Sold out
Second Half Financial Partners, LLC0$00.00%−1,896−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1,704−100.0%Sold out
Marietta Investment Partners LLC0$00.00%−1,649−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−1,657−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−1,601−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−1,555−100.0%Sold out
Guggenheim Capital LLC0$00.00%−1,513−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−1,479−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,479−100.0%Sold out
GTS Securities LLC0$00.00%−1,474−100.0%Sold out
Kathmere Capital Management, LLC0$00.00%−1,392−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,371−100.0%Sold out
AssuredPartners Investment Advisors, LLC0$00.00%−1,371−100.0%Sold out
Atwater Malick LLC0$00.00%−1,349−100.0%Sold out
Everpar Advisors LLC0$00.00%−1,344−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−1,344−100.0%Sold out
Ewa, LLC0$00.00%−1,288−100.0%Sold out
Nilsine Partners, LLC0$00.00%−1,261−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−1,260−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−1,246−100.0%Sold out
BSW Wealth Partners0$00.00%−1,246−100.0%Sold out
Camden Capital, LLC0$00.00%−1,241−100.0%Sold out
Albion Financial Group0$00.00%−1,240−100.0%Sold out
Petros Family Wealth, LLC0$00.00%−1,221−100.0%Sold out
Norris Perne & French LLP0$00.00%−1,200−100.0%Sold out
Barnes Pettey Financial Advisors, LLC0$00.00%−1,200−100.0%Sold out
Grove Street Fiduciary, LLC0$00.00%−1,199−100.0%Sold out
Ascent Group, LLC0$00.00%−1,191−100.0%Sold out
Advisors Preferred, LLC0$00.00%−1,204−100.0%Sold out
Equitable Trust Co0$00.00%−1,189−100.0%Sold out
Harvey Investment Co LLC0$00.00%−1,188−100.0%Sold out
Tannin Capital LLC0$00.00%−1,176−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−1,171−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−1,165−100.0%Sold out
Alta Capital Management LLC0$00.00%−1,161−100.0%Sold out
Choate Investment Advisors0$00.00%−1,158−100.0%Sold out
Cigna Investments Inc0$00.00%−1,154−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−1,153−100.0%Sold out
Novak & Powell Financial Services, Inc.0$00.00%−1,152−100.0%Sold out
Bucket List Wealth Management, LLC0$00.00%−1,134−100.0%Sold out
Storgate, LLC0$00.00%−1,132−100.0%Sold out
Park National Corp0$00.00%−1,127−100.0%Sold out
Davies Financial Advisors, Inc.0$00.00%−1,119−100.0%Sold out
Brogan Financial, Inc.0$00.00%−1,108−100.0%Sold out
Aprio Wealth Management, LLC0$00.00%−1,105−100.0%Sold out
Hudson Capital Management LLC0$00.00%−1,104−100.0%Sold out
Texas Bank & Trust Co0$00.00%−1,100−100.0%Sold out
DRW Securities, LLC0$00.00%−1,099−100.0%Sold out
Seaside Wealth Management, Inc.0$00.00%−1,095−100.0%Sold out
Sanibel Captiva Trust Company, Inc.0$00.00%−1,087−100.0%Sold out
Capital Investment Counsel, Inc0$00.00%−1,077−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−1,077−100.0%Sold out
Prosperity Financial Group, Inc.0$00.00%−1,071−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−1,063−100.0%Sold out
First Manhattan Co0$00.00%−1,050−100.0%Sold out
Pavion Blue Capital, LLC0$00.00%−1,053−100.0%Sold out
Profund Advisors LLC0$00.00%−1,052−100.0%Sold out
Ascent Wealth Partners, LLC0$00.00%−1,051−100.0%Sold out
Mayflower Financial Advisors, LLC0$00.00%−1,024−100.0%Sold out
Ci Investments Inc.0$00.00%−1,023−100.0%Sold out
Bestgate Wealth Advisors, LLC0$00.00%−1,017−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−1,016−100.0%Sold out
Moseley Investment Management Inc0$00.00%−1,010−100.0%Sold out
Ferguson Wellman Capital Management, Inc0$00.00%−1,007−100.0%Sold out
Avestar Capital, LLC0$00.00%−1,002−100.0%Sold out
Financial Planning Hawaii, Inc.0$00.00%−1,005−100.0%Sold out
Cross Staff Investments Inc0$00.00%−1,000−100.0%Sold out
Jmac Enterprises LLC0$00.00%−1,000−100.0%Sold out
Fischer Financial Services, Inc.0$00.00%−1,000−100.0%Sold out
Brasada Capital Management, LP0$00.00%−1,000−100.0%Sold out
Aull & Monroe Investment Management Corp0$00.00%−976−100.0%Sold out
Allred Capital Management, LLC0$00.00%−970−100.0%Sold out
Pegasus Asset Management, Inc.0$00.00%−968−100.0%Sold out
PAX Financial Group, LLC0$00.00%−962−100.0%Sold out
Wayfinding Financial, LLC0$00.00%−955−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−957−100.0%Sold out
Jacobsen Capital Management0$00.00%−956−100.0%Sold out
Courier Capital LLC0$00.00%−950−100.0%Sold out
LGT Group Foundation0$00.00%−939−100.0%Sold out