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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
Optas, LLC1,487$241.6K0.04%−390−20.8%Reduced
Anchor Investment Management, LLC1,500$243.7K0.02%00.0%Unchanged
DV Trading LLC1,500$243.7K0.02%+1,400+1,400.0%Added
Shore Point Advisors, LLC1,504$244.4K0.10%00.0%Unchanged
SHP Wealth Management1,507$244.9K0.02%+3+0.2%Added
Dynamic Advisor Solutions LLC1,508$245.0K0.01%+182+13.7%Added
Prana Capital Management, LP1,513$245.8K0.01%+1,513New
Pinnacle Wealth Management Advisory Group, LLC1,517$246.5K0.02%−25−1.6%Reduced
Manning & Napier Advisors LLC1,517$247.9K0.00%+1,517New
Integrated Quantitative Investments LLC1,537$249.7K0.05%−3,824−71.3%Reduced
Legato Capital Management LLC1,537$249.7K0.02%00.0%Unchanged
Clark Financial Services Group Inc1,539$250.1K0.14%+105+7.3%Added
Erste Asset Management GmbH1,530$250.1K0.00%−17,190−91.8%Reduced
Advyzon Investment Management, LLC1,541$250.3K0.02%+118+8.3%Added
Campion Asset Management LLC1,544$250.9K0.17%−21−1.3%Reduced
Sound View Wealth Advisors Group, LLC1,544$250.9K0.02%−3−0.2%Reduced
Advisors Capital Management, LLC1,547$251.4K0.00%−91−5.6%Reduced
Centiva Capital, LP1,552$252.2K0.01%+1,552New
Private Trust Co NA1,554$252.5K0.02%−22−1.4%Reduced
Pinnacle Wealth Planning Services, Inc.1,555$252.6K0.03%+269+20.9%Added
Gilbert & Cook, Inc.1,555$252.7K0.03%+26+1.7%Added
Washington Trust Bank1,560$253.5K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC1,554$254.0K0.05%00.0%Unchanged
Tema ETFs LLC1,566$254.4K0.02%+7+0.4%Added
Central Trust Co1,585$257.5K0.01%−161−9.2%Reduced
Icon Wealth Advisors, LLC1,605$258.0K0.02%−1,875−53.9%Reduced
TownSquare Capital, LLC1,590$258.4K0.06%−2,032−56.1%Reduced
LVW Advisors, LLC1,594$259.0K0.03%−2,465−60.7%Reduced
Arcadia Investment Management Corp1,600$260.0K0.04%00.0%Unchanged
Astoria Portfolio Advisors LLC.1,668$260.9K0.06%+251+17.7%Added
Eastern Bank1,619$263.1K0.00%−22−1.3%Reduced
Empire Financial Management Company, LLC1,624$264.0K0.06%00.0%Unchanged
Fiduciary Family Office, LLC1,642$266.8K0.08%−683−29.4%Reduced
Mystic Asset Management, Inc.1,646$267.4K0.06%00.0%Unchanged
Pallas Capital Advisors LLC1,656$269.1K0.01%+1,656New
Resources Investment Advisors, LLC.1,667$270.8K0.00%−651−28.1%Reduced
We Are One Seven, LLC1,667$270.9K0.01%+73+4.6%Added
Canada Post Corp Registered Pension Plan1,680$273.0K0.01%−890−34.6%Reduced
Burton Enright Welch1,681$273.1K0.04%+1,681New
MBE Wealth Management, LLC1,688$274.2K0.11%+177+11.7%Added
AE Wealth Management LLC1,688$274.4K0.00%+273+19.3%Added
Bennett Associates Wealth Management1,689$274.4K0.18%+229+15.7%Added
Ifrah Financial Services, Inc.1,691$274.8K0.07%−44−2.5%Reduced
Clark Capital Management Group, Inc.1,709$277.7K0.00%−46−2.6%Reduced
Savvy Advisors, Inc.1,715$278.6K0.01%−909−34.6%Reduced
Foundations Investment Advisors, LLC1,726$280.4K0.00%−11−0.6%Reduced
Prosperity Advisers, LLC1,718$280.8K0.23%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc1,732$281.4K0.04%00.0%Unchanged
Chancellor Financial Group WB LP1,739$282.6K0.20%00.0%Unchanged
Redmond Asset Management, LLC1,741$282.9K0.08%−100−5.4%Reduced
Zions Bancorporation, National Association1,742$283.0K0.02%−3,906−69.2%Reduced
McMillan Office, Inc.1,742$283.0K0.04%00.0%Unchanged
Balyasny Asset Management LLC1,743$283.2K0.00%−279,480−99.4%Reduced
Wealth Alliance1,746$283.7K0.03%−98−5.3%Reduced
Syon Capital LLC1,756$285.3K0.01%−755−30.1%Reduced
Abacus Wealth Partners, LLC1,761$286.1K0.03%+25+1.4%Added
Woodward Diversified Capital, LLC1,763$287.2K0.13%+17+1.0%Added
GWN Securities Inc.1,771$287.9K0.06%+674+61.4%Added
Strategy Asset Managers LLC1,777$288.8K0.05%+157+9.7%Added
Burling Wealth Partners, LLC1,778$288.9K0.05%−2,693−60.2%Reduced
Tiaa-Cref Individual & Institutional Services, LLC1,783$289.7K0.00%+1,783New
Sentinus, LLC1,787$290.4K0.03%+1,787New
Caitlin John, LLC1,798$292.1K0.18%+541+43.0%Added
Forza Wealth Management, LLC1,800$292.5K0.10%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC1,804$293.1K0.02%−2,957−62.1%Reduced
Huntington National Bank1,811$294.2K0.00%−72−3.8%Reduced
Marco Investment Management LLC1,812$294.4K0.02%00.0%Unchanged
Arkadios Wealth Advisors1,815$295.0K0.00%−790−30.3%Reduced
Independence Bank of Kentucky1,820$295.7K0.04%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc1,830$297.3K0.02%+211+13.0%Added
U.S. Capital Wealth Advisors, LLC1,835$298.2K0.01%−190−9.4%Reduced
Daymark Wealth Partners, LLC1,838$298.6K0.01%+863+88.5%Added
Bridges Investment Management Inc1,841$299.1K0.00%−3−0.2%Reduced
Verition Fund Management LLC1,848$300.3K0.00%−6,083−76.7%Reduced
Smith Group Asset Management, LLC1,850$300.6K0.02%+1,850New
Crestwood Advisors Group LLC1,854$301.2K0.01%+165+9.8%Added
MONECO Advisors, LLC1,871$304.0K0.02%+134+7.7%Added
Great Lakes Advisors, LLC1,881$305.6K0.00%−749−28.5%Reduced
IFP Advisors, Inc1,885$306.3K0.01%−292−13.4%Reduced
KFG Wealth Management, LLC1,897$308.2K0.04%+148+8.5%Added
Baron Wealth Management LLC1,903$309.1K0.09%+954+100.5%Added
Diversified Enterprises, LLC1,905$309.5K0.02%+302+18.8%Added
Norden Group LLC1,907$309.9K0.03%−282−12.9%Reduced
Brookstone Capital Management1,910$310.3K0.00%+1,910New
Childress Capital Advisors, LLC1,919$311.8K0.06%+472+32.6%Added
Rothschild Investment LLC1,925$312.8K0.02%+1,704+771.0%Added
EntryPoint Capital, LLC1,925$312.8K0.09%+1,925New
Verity Asset Management, Inc.1,928$313.2K0.13%+450+30.4%Added
Maridea Wealth Management LLC1,932$313.9K0.05%+462+31.4%Added
TCW Group Inc1,938$314.9K0.00%+95+5.2%Added
Groupama Asset Managment1,948$316.5K0.00%−4,523−69.9%Reduced
Fifth Third Wealth Advisors LLC1,959$318.3K0.01%+195+11.1%Added
Patton Fund Management, Inc.1,980$321.7K0.05%+1,006+103.3%Added
Spire Wealth Management1,997$324.4K0.01%+11+0.6%Added
Leeward Financial Partners, LLC2,000$325.0K0.10%00.0%Unchanged
Qtron Investments LLC2,004$325.6K0.04%+3+0.1%Added
Mount Yale Investment Advisors, LLC2,005$326.8K0.01%−388−16.2%Reduced
Capital International Inc2,016$327.6K0.00%+2,016New
Pure Financial Advisors, Inc.2,019$328.0K0.00%+1,097+119.0%Added
111 Capital2,027$329.3K0.08%+1,100+118.7%Added