Skip to main content

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
RDA Financial Network0$00.00%−939−100.0%Sold out
Wedbush Securities Inc0$00.00%−939−100.0%Sold out
Quest Partners LLC0$00.00%−933−100.0%Sold out
Patron Partners Advisors, LLC0$00.00%−930−100.0%Sold out
Trinity Financial Advisors LLC0$00.00%−925−100.0%Sold out
Independent Wealth Network Inc.0$00.00%−928−100.0%Sold out
First National Bank of Hutchinson0$00.00%−928−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−924−100.0%Sold out
London Co of Virginia0$00.00%−922−100.0%Sold out
Prosperity Consulting Group, LLC0$00.00%−920−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−908−100.0%Sold out
KFA Private Wealth Group, LLC0$00.00%−905−100.0%Sold out
NTV Asset Management LLC0$00.00%−900−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−900−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−915−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−754−100.0%Sold out
Union Savings Bank0$00.00%−620−100.0%Sold out
Fulcrum Asset Management LLP0$00.00%−480−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−458−100.0%Sold out
United Community Bank0$00.00%−334−100.0%Sold out
Intact Investment Management Inc.0$00.00%−300−100.0%Sold out
Sentry Investment Management LLC0$00.00%−265−100.0%Sold out
Wellington-Altus USA Inc.0$00.00%−221−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−215−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−185−100.0%Sold out
Prosperity Bancshares Inc0$00.00%−124−100.0%Sold out
Nemes Rush Group LLC0$00.00%−119−100.0%Sold out
Groupe la Francaise0$00.00%−115−100.0%Sold out
Reflection Asset Management0$00.00%−112−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−111−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−78−100.0%Sold out
CGC Financial Services, LLC0$00.00%−69−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−62−100.0%Sold out
Greenline Wealth Management LLC0$00.00%−33−100.0%Sold out
RMG Wealth Management LLC0$00.00%−35−100.0%Sold out
Howard Hughes Medical Institute0$00.00%−25−100.0%Sold out
Hollencrest Capital Management0$00.00%−21−100.0%Sold out
Legacy Bridge, LLC0$00.00%−15−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−12−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−11−100.0%Sold out
Tucker Asset Management LLC0$00.00%−10−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−7−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−6−100.0%Sold out
Financial Consulate, Inc0$00.00%−5−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−5−100.0%Sold out
Three Bearings Fiduciary Advisors, Inc.0$00.00%−5−100.0%Sold out
Winnow Wealth LLC0$00.00%−3−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−3−100.0%Sold out
Investors Portfolio Services LLC0$00.00%−3−100.0%Sold out
Luken Investment Analytics, LLC0$00.00%−2−100.0%Sold out
Davis Capital Management0$00.00%−1−100.0%Sold out
Wilkerson Advisory Group LLC0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Forsta Ap-Fonden––––Not filed
FineMark National Bank & Trust––––Not filed
Comerica Bank––––Not filed
CIBC World Markets Corp––––Not filed
Cornercap Investment Counsel Inc––––Not filed
MGB Wealth Management, LLC––––Not filed
Pandora Wealth, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Alpha Cubed Investments, LLC––––Not filed
QSV Equity Investors LLC––––Not filed
David Loasby––––Not filed
Trust Co of Vermont––––Not filed
GPS Wealth Strategies Group, LLC––––Not filed
Ransom Advisory, Ltd––––Not filed
ORG Partners LLC––––Not filed
DV Equities, LLC––––Not filed
New Millennium Group LLC––––Not filed