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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 53 | $8.61K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $9.76K | 0.00% | +37+154.2% | Added |
| Aventura Private Wealth, LLC | 61 | $9.91K | 0.00% | +10+19.6% | Added |
| Coston, McIsaac & Partners | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 66 | $10.7K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 70 | $11.4K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 73 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 77 | $12.3K | 0.01% | +32+71.1% | Added |
| Tower Trust & Investment Co | 78 | $12.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $13.3K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 82 | $13.3K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 84 | $13.6K | 0.00% | +47+127.0% | Added |
| Capital Analysts, LLC | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 87 | $14.1K | 0.00% | +87 | New |
| Gill Capital Partners, LLC | 88 | $14.3K | 0.00% | +88 | New |
| Keating Financial Advisory Services, Inc. | 89 | $14.5K | 0.00% | +9+11.3% | Added |
| Leo H. Evart, Inc. | 90 | $14.6K | 0.01% | +90 | New |
| Solstein Capital, LLC | 91 | $14.8K | 0.01% | +91 | New |
| Sunbelt Securities, Inc. | 91 | $14.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $15.1K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 94 | $15.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 96 | $15.6K | 0.00% | +78+433.3% | Added |
| Transamerica Financial Advisors, Inc. | 96 | $15.7K | 0.00% | +45+88.2% | Added |
| Asset Planning,Inc | 99 | $16.1K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 110 | $16.6K | 0.00% | +39+54.9% | Added |
| Wolff Wiese Magana LLC | 105 | $17.1K | 0.01% | +5+5.0% | Added |
| Salomon & Ludwin, LLC | 107 | $17.2K | 0.00% | −40−27.2% | Reduced |
| Manchester Capital Management LLC | 107 | $17.4K | 0.00% | −37−25.7% | Reduced |
| Oakworth Capital, Inc. | 109 | $17.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 110 | $17.9K | 0.00% | +4+3.8% | Added |
| Mascoma Wealth Management LLC | 111 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 114 | $18.6K | 0.00% | +45+65.2% | Added |
| ZRC Wealth Management, LLC | 116 | $18.8K | 0.01% | +36+45.0% | Added |
| Valued Wealth Advisors LLC | 117 | $19.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 120 | $19.5K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 125 | $20.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $21.0K | 0.00% | −107−45.3% | Reduced |
| JFS Wealth Advisors, LLC | 130 | $21.1K | 0.00% | −22−14.5% | Reduced |
| First PREMIER Bank | 135 | $22.0K | 0.01% | −195−59.1% | Reduced |
| Bogart Wealth, LLC | 137 | $22.2K | 0.00% | +10+7.9% | Added |
| Clearstead Advisors, LLC | 138 | $22.4K | 0.00% | −343−71.3% | Reduced |
| Golden State Equity Partners | 138 | $22.6K | 0.00% | +138 | New |
| Flagship Wealth Advisors, LLC | 100 | $24.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $24.6K | 0.00% | +150 | New |
| Ogorek Anthony Joseph | 157 | $25.0K | 0.01% | +1+0.6% | Added |
| CoreCap Advisors, LLC | 154 | $25.0K | 0.00% | +50+48.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $25.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 157 | $25.5K | 0.01% | −4−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 161 | $26.2K | 0.00% | −194−54.6% | Reduced |
| WPG Advisers, LLC | 164 | $26.6K | 0.02% | +22+15.5% | Added |
| Smithfield Trust Co | 170 | $27.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 170 | $27.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 175 | $28.0K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 185 | $30.1K | 0.02% | +185 | New |
| Bokf, NA | 193 | $31.4K | 0.00% | +59+44.0% | Added |
| Private Wealth Asset Management, LLC | 194 | $31.5K | 0.00% | −555−74.1% | Reduced |
| Anfield Capital Management, LLC | 196 | $31.8K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 199 | $32.3K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 202 | $32.8K | 0.01% | +2+1.0% | Added |
| Lodestone Wealth Management LLC | 205 | $33.3K | 0.01% | +31+17.8% | Added |
| Truvestments Capital LLC | 214 | $34.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 215 | $34.9K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 217 | $35.3K | 0.01% | −2,960−93.2% | Reduced |
| Evolution Wealth Management Inc. | 220 | $35.7K | 0.03% | +220 | New |
| Front Row Advisors LLC | 225 | $36.8K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 229 | $37.2K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 231 | $37.5K | 0.00% | −26−10.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 236 | $38.4K | 0.00% | −125−34.6% | Reduced |
| Owl Creek Wealth Partners LLC | 242 | $39.3K | 0.01% | +242 | New |
| Bangor Savings Bank | 250 | $40.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 251 | $40.8K | 0.00% | +131+109.2% | Added |
| Asset Dedication, LLC | 253 | $41.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 258 | $41.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 259 | $42.1K | 0.03% | +57+28.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $42.7K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 265 | $43.1K | 0.01% | +62+30.5% | Added |
| Bank of Jackson Hole Trust | 290 | $47.1K | 0.02% | +15+5.5% | Added |
| Roble, Belko & Company, Inc | 295 | $48.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $48.7K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $49.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $50.4K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 322 | $51.5K | 0.03% | −17−5.0% | Reduced |
| Covestor Ltd | 319 | $52.0K | 0.04% | −181−36.2% | Reduced |
| Global X Japan Co., Ltd. | 323 | $52.5K | 0.00% | −127−28.2% | Reduced |
| SBI Securities Co., Ltd. | 323 | $52.5K | 0.00% | +12+3.9% | Added |
| Stephenson National Bank & Trust | 328 | $53.3K | 0.02% | −167−33.7% | Reduced |
| MV Capital Management, Inc. | 347 | $56.4K | 0.01% | +50+16.8% | Added |
| Pinnacle Bancorp, Inc. | 354 | $57.5K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 354 | $57.5K | 0.02% | +30+9.3% | Added |
| Opal Wealth Advisors, LLC | 358 | $58.2K | 0.01% | +358 | New |
| SJS Investment Consulting Inc. | 359 | $58.3K | 0.01% | +343+2,143.8% | Added |
| South State Corp. | 367 | $59.6K | 0.00% | +4+1.1% | Added |
| Cromwell Holdings LLC | 367 | $60.0K | 0.03% | +10+2.8% | Added |
| First Command Advisory Services, Inc. | 372 | $60.6K | 0.00% | −53−12.5% | Reduced |
| True Wealth Design, LLC | 375 | $60.9K | 0.02% | +309+468.2% | Added |
| Financial Network Wealth Advisors LLC | 390 | $63.4K | 0.06% | −40−9.3% | Reduced |
| Capital Advisors, Ltd. LLC | 394 | $64.0K | 0.01% | −27−6.4% | Reduced |
| City State Bank | 402 | $65.3K | 0.02% | +300+294.1% | Added |
| St Germain D J Co Inc | 403 | $65.5K | 0.00% | 00.0% | Unchanged |