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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 414 | $67.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 420 | $68.2K | 0.00% | −16−3.7% | Reduced |
| Acadian Asset Management LLC | 438 | $71.0K | 0.00% | −48−9.9% | Reduced |
| Corient IA LLC | 440 | $71.5K | 0.07% | +440 | New |
| Atlantic Trust, LLC | 445 | $72.3K | 0.01% | −71−13.8% | Reduced |
| Trust Co of Toledo NA | 451 | $73.3K | 0.01% | +1+0.2% | Added |
| Essential Partners LLC | 464 | $75.4K | 0.03% | +382+465.9% | Added |
| DHJJ Financial Advisors, Ltd. | 478 | $77.7K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 480 | $78.0K | 0.00% | +480 | New |
| Chilton Capital Management LLC | 482 | $78.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 491 | $79.8K | 0.00% | −237−32.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 502 | $81.9K | 0.05% | +502 | New |
| Quent Capital, LLC | 523 | $85.1K | 0.01% | −37−6.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 550 | $89.4K | 0.01% | −71−11.4% | Reduced |
| Basecamp Wealth Advisors LLC | 554 | $90.0K | 0.02% | +7+1.3% | Added |
| Harbour Investments, Inc. | 575 | $93.5K | 0.00% | −16−2.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 594 | $96.5K | 0.05% | 00.0% | Unchanged |
| Kennebec Savings Bank | 600 | $97.5K | 0.09% | 00.0% | Unchanged |
| Bayban | 600 | $97.5K | 0.08% | +600 | New |
| Banque Cantonale Vaudoise | 607 | $99.0K | 0.00% | +607 | New |
| Leonteq Securities AG | 615 | $99.9K | 0.01% | −1,455−70.3% | Reduced |
| Geneos Wealth Management Inc. | 646 | $105.0K | 0.00% | −4,161−86.6% | Reduced |
| Parkside Financial Bank & Trust | 646 | $105.0K | 0.01% | −195−23.2% | Reduced |
| S.A. Mason LLC | 650 | $105.6K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 661 | $106.0K | 0.00% | +21+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 672 | $109.2K | 0.00% | −36−5.1% | Reduced |
| Broadwater Capital Management LLC | 500 | $111.6K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 706 | $114.7K | 0.01% | +91+14.8% | Added |
| Bartlett & Co. Wealth Management LLC | 794 | $122.2K | 0.00% | −9−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 776 | $124.1K | 0.00% | +263+51.3% | Added |
| Ninety One North America, Inc. | 770 | $125.1K | 0.01% | −451−36.9% | Reduced |
| Toth Financial Advisory Corp | 770 | $125.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 783 | $127.2K | 0.04% | +18+2.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $128.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 807 | $131.1K | 0.03% | +387+92.1% | Added |
| FIL Ltd | 827 | $134.4K | 0.00% | +827 | New |
| RWM Asset Management, LLC | 842 | $136.8K | 0.01% | +842 | New |
| Ronald Blue Trust, Inc. | 872 | $141.7K | 0.00% | −387−30.7% | Reduced |
| Smartleaf Asset Management LLC | 870 | $142.2K | 0.01% | −177−16.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $143.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 885 | $143.8K | 0.00% | +507+134.1% | Added |
| Resources Management Corp | 930 | $151.0K | 0.02% | −385−29.3% | Reduced |
| MidFirst Bank | 955 | $155.2K | 0.01% | +347+57.1% | Added |
| Colonial Trust Co | 973 | $158.1K | 0.02% | −90−8.5% | Reduced |
| Massmutual Trust Co FSB | 1,042 | $169.3K | 0.00% | −48−4.4% | Reduced |
| Sterling Capital Management LLC | 1,117 | $181.5K | 0.00% | −272−19.6% | Reduced |
| Key Financial Inc | 1,117 | $181.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 1,145 | $186.0K | 0.01% | −473−29.2% | Reduced |
| Hanson & Doremus Investment Management | 1,150 | $187.0K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,205 | $195.8K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 1,233 | $200.3K | 0.01% | +211+20.6% | Added |
| Sym Financial Corp | 1,237 | $201.0K | 0.02% | +1,237 | New |
| Caitong International Asset Management Co., Ltd | 1,241 | $201.6K | 0.04% | +645+108.2% | Added |
| PCM Encore, LLC | 1,242 | $201.9K | 0.04% | +33+2.7% | Added |
| Hunter Perkins Capital Management, LLC | 1,236 | $202.0K | 0.05% | +1,236 | New |
| Tranquilli Financial Advisor LLC | 1,247 | $202.6K | 0.12% | +1,247 | New |
| Hamilton Capital Partners Inc. | 1,270 | $206.3K | 0.01% | +510+67.1% | Added |
| Oxford Asset Management LLP | 1,272 | $206.7K | 0.08% | +1,272 | New |
| Simplex Trading, LLC | 1,273 | $206.8K | 0.01% | +1,273 | New |
| Fulton Bank, N.A. | 1,281 | $208.1K | 0.01% | +27+2.2% | Added |
| National Asset Management, Inc. | 1,275 | $208.4K | 0.01% | −233−15.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,286 | $208.9K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,288 | $209.0K | 0.02% | +169+15.1% | Added |
| Bull Harbor Capital LLC | 1,288 | $209.3K | 0.06% | +1,288 | New |
| Penobscot Investment Management Company, Inc. | 1,299 | $211.1K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,300 | $211.2K | 0.07% | −100−7.1% | Reduced |
| Portside Wealth Group, LLC | 1,308 | $212.5K | 0.03% | −367−21.9% | Reduced |
| Umb Bank N A | 1,308 | $212.5K | 0.00% | +110+9.2% | Added |
| Trust Point Inc. | 1,315 | $213.7K | 0.02% | −275−17.3% | Reduced |
| Winton Group Ltd | 1,328 | $215.8K | 0.01% | +1,328 | New |
| Ameritas Investment Partners, Inc. | 1,334 | $216.8K | 0.01% | +1+0.1% | Added |
| Diversified Trust Co | 1,342 | $218.0K | 0.00% | −452−25.2% | Reduced |
| Atom Investors LP | 1,342 | $218.0K | 0.02% | +1,342 | New |
| LaSalle St. Investment Advisors, LLC | 1,342 | $218.1K | 0.03% | −28−2.0% | Reduced |
| CWA Asset Management Group, LLC | 1,349 | $219.2K | 0.01% | −238−15.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,393 | $219.3K | 0.02% | −156−10.1% | Reduced |
| Frec Markets, Inc. | 1,365 | $221.8K | 0.04% | +1,365 | New |
| Atlas Brown,Inc. | 1,370 | $222.6K | 0.07% | +6+0.4% | Added |
| Journey Strategic Wealth LLC | 1,372 | $222.9K | 0.01% | +1,372 | New |
| Krilogy Financial LLC | 1,375 | $223.3K | 0.01% | +1,375 | New |
| Parallel Advisors, LLC | 1,386 | $225.3K | 0.00% | +295+27.0% | Added |
| Fragasso Group Inc. | 1,393 | $226.4K | 0.01% | +423+43.6% | Added |
| Traphagen Investment Advisors LLC | 1,395 | $226.6K | 0.02% | +1+0.1% | Added |
| Navigation Group, LLC | 1,400 | $227.5K | 0.05% | +1,400 | New |
| Diversify Wealth Management, LLC | 1,417 | $227.8K | 0.00% | +1,417 | New |
| Radnor Capital Management, LLC | 1,407 | $228.6K | 0.03% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,420 | $230.7K | 0.00% | +1,420 | New |
| Safe Harbor Fiduciary, LLC | 1,434 | $233.0K | 0.22% | +138+10.6% | Added |
| National Wealth Management Group, LLC | 1,434 | $233.0K | 0.09% | −59−4.0% | Reduced |
| Calamos Advisors LLC | 1,435 | $233.2K | 0.00% | +1,435 | New |
| Calamos Wealth Management LLC | 1,435 | $233.2K | 0.01% | +1,435 | New |
| AlphaCore Capital LLC | 1,431 | $233.6K | 0.01% | −197−12.1% | Reduced |
| Advisor OS, LLC | 1,443 | $234.5K | 0.02% | +190+15.2% | Added |
| GeoWealth Management, LLC | 1,459 | $237.0K | 0.01% | +346+31.1% | Added |
| J.W. Cole Advisors, Inc. | 1,459 | $237.1K | 0.01% | −183−11.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,465 | $238.0K | 0.06% | 00.0% | Unchanged |
| Kastel Capital Advisors, LLC | 1,067 | $238.1K | 0.15% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,465 | $239.5K | 0.01% | −642−30.5% | Reduced |
| Apella Capital, LLC | 1,472 | $239.8K | 0.00% | +25+1.7% | Added |
| Stonehearth Capital Management, LLC | 1,480 | $240.5K | 0.10% | 00.0% | Unchanged |