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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 3,487 | $566.6K | 0.03% | +685+24.4% | Added |
| Atlas Legacy Advisors, LLC | 3,534 | $574.2K | 0.10% | +90+2.6% | Added |
| United Advisor Group, LLC | 3,578 | $581.4K | 0.07% | +285+8.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,583 | $582.2K | 0.00% | −8−0.2% | Reduced |
| Accredited Investors Inc. | 3,587 | $582.8K | 0.03% | −68−1.9% | Reduced |
| Cynosure Management, LLC | 3,592 | $583.6K | 0.07% | −1,920−34.8% | Reduced |
| Buckhead Capital Management LLC | 3,599 | $584.8K | 0.22% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,650 | $593.0K | 0.01% | +333+10.0% | Added |
| Bradley Foster & Sargent Inc | 3,675 | $597.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,736 | $607.0K | 0.01% | +6+0.2% | Added |
| Keybank National Association | 3,751 | $609.5K | 0.00% | +297+8.6% | Added |
| Oppenheimer & Co Inc | 3,766 | $611.9K | 0.01% | −193−4.9% | Reduced |
| Lord & Richards Wealth Management, LLC | 3,798 | $617.2K | 0.54% | +45+1.2% | Added |
| DT Investment Partners, LLC | 3,870 | $628.8K | 0.05% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,875 | $629.5K | 0.12% | +536+16.1% | Added |
| Raiffeisen Bank International AG | 3,877 | $633.7K | 0.01% | +2,236+136.3% | Added |
| Welch & Forbes LLC | 3,900 | $633.7K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,903 | $634.2K | 0.11% | −13,632−77.7% | Reduced |
| Larson Financial Group LLC | 3,924 | $637.6K | 0.02% | +2,925+292.8% | Added |
| Empirical Finance, LLC | 3,934 | $639.2K | 0.03% | −4−0.1% | Reduced |
| Ritholtz Wealth Management | 3,945 | $641.0K | 0.01% | +1,640+71.1% | Added |
| Coastal Bridge Advisors, LLC | 3,975 | $645.7K | 0.05% | −23−0.6% | Reduced |
| Polymer Capital Management (US) LLC | 3,994 | $648.9K | 0.10% | +3,994 | New |
| Nomura Holdings Inc | 3,997 | $649.4K | 0.01% | +2,049+105.2% | Added |
| Bank Ozk | 4,000 | $649.9K | 0.23% | 00.0% | Unchanged |
| Vanguard National Trust Co | 4,000 | $649.9K | 0.04% | +4,000 | New |
| Wall Street Access Asset Management, LLC | 4,005 | $650.7K | 0.16% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,114 | $668.4K | 0.04% | +1,212+41.8% | Added |
| Buckingham Strategic Partners | 4,136 | $672.1K | 0.01% | +4,136 | New |
| Vestmark Advisory Solutions, Inc. | 4,140 | $672.8K | 0.01% | −1,872−31.1% | Reduced |
| Twin Capital Management Inc | 4,146 | $673.6K | 0.09% | +4,146 | New |
| Ballentine Partners, LLC | 4,267 | $693.3K | 0.01% | +2,457+135.7% | Added |
| Tokio Marine Asset Management Co Ltd | 4,273 | $694.3K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 4,309 | $700.1K | 0.01% | +4,309 | New |
| Brinker Capital Investments, LLC | 4,374 | $710.8K | 0.01% | −7,575−63.4% | Reduced |
| Warren Averett Asset Management, LLC | 4,414 | $717.2K | 0.01% | +2,313+110.1% | Added |
| East Coast Asset Management, LLC. | 4,438 | $721.1K | 0.24% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,450 | $723.0K | 0.00% | +1,204+37.1% | Added |
| V-Square Quantitative Management LLC | 4,488 | $729.2K | 0.08% | +1,171+35.3% | Added |
| Quadrature Capital Ltd | 4,501 | $731.3K | 0.01% | +4,501 | New |
| Silvercrest Asset Management Group LLC | 4,517 | $733.9K | 0.01% | −170−3.6% | Reduced |
| Savant Capital, LLC | 4,557 | $740.4K | 0.00% | −451−9.0% | Reduced |
| PFG Investments, LLC | 4,587 | $745.3K | 0.03% | +345+8.1% | Added |
| Buttonwood Financial Advisors Inc. | 4,594 | $746.4K | 0.25% | +4,594 | New |
| Osmosis Investment Management UK Ltd | 4,646 | $758.7K | 0.02% | +1,148+32.8% | Added |
| Union Bancaire Privee, UBP SA | 4,925 | $762.8K | 0.01% | +1,393+39.4% | Added |
| South Dakota Investment Council | 4,700 | $764.0K | 0.01% | +4,700 | New |
| Envestnet Portfolio Solutions, Inc. | 4,704 | $764.3K | 0.00% | −3,810−44.7% | Reduced |
| Xxi Wealth, LLC | 4,720 | $766.9K | 0.43% | −1,218−20.5% | Reduced |
| NBC Securities, Inc. | 4,725 | $767.8K | 0.06% | −1,223−20.6% | Reduced |
| First Citizens Bank & Trust Co | 4,763 | $773.9K | 0.02% | −982−17.1% | Reduced |
| MUFG Securities EMEA plc | 4,785 | $777.5K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,817 | $782.7K | 0.08% | +929+23.9% | Added |
| Park Avenue Securities LLC | 4,825 | $784.0K | 0.01% | −1,535−24.1% | Reduced |
| ISAM Funds (UK) Ltd | 4,900 | $796.2K | 0.39% | +1,981+67.9% | Added |
| Ofi Invest Asset Management | 4,984 | $809.8K | 0.01% | +1,239+33.1% | Added |
| Independent Advisor Alliance | 5,003 | $812.8K | 0.01% | −12,993−72.2% | Reduced |
| BHK Investment Advisors, LLC | 5,003 | $812.8K | 0.27% | +1,932+62.9% | Added |
| Biltmore Family Office, LLC | 5,080 | $830.4K | 0.12% | +1,050+26.1% | Added |
| RMB Capital Management, LLC | 5,104 | $831.8K | 0.01% | +3,431+205.1% | Added |
| Laird Norton Trust Company, LLC | 5,143 | $841.5K | 0.02% | −3,078−37.4% | Reduced |
| United Capital Financial Advisers, LLC | 5,262 | $855.0K | 0.01% | +940+21.7% | Added |
| Vise Technologies, Inc. | 3,863 | $862.1K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,350 | $869.0K | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,381 | $874.3K | 0.01% | −2,535−32.0% | Reduced |
| Cedar Mountain Advisors, LLC | 5,383 | $874.6K | 0.17% | +3+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 5,404 | $878.1K | 0.02% | −2,677−33.1% | Reduced |
| Martingale Asset Management L P | 5,428 | $881.9K | 0.02% | +3,342+160.2% | Added |
| E. Ohman J:or Asset Management AB | 5,450 | $885.5K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 5,539 | $900.0K | 0.01% | +1,314+31.1% | Added |
| Inceptionr LLC | 5,579 | $906.5K | 0.22% | +5,579 | New |
| Vident Advisory, LLC | 5,591 | $908.5K | 0.01% | +859+18.2% | Added |
| Beacon Pointe Advisors, LLC | 5,592 | $908.6K | 0.00% | +3,949+240.4% | Added |
| TCTC Holdings, LLC | 5,597 | $909.4K | 0.03% | +50+0.9% | Added |
| Maryland State Retirement & Pension System | 5,664 | $920.3K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,667 | $920.8K | 0.00% | +393+7.5% | Added |
| Advocacy Wealth Management Services, LLC | 5,732 | $931.3K | 0.04% | +1,353+30.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,737 | $932.1K | 0.00% | −21,078−78.6% | Reduced |
| Skopos Labs, Inc. | 5,744 | $933.2K | 0.03% | +3,665+176.3% | Added |
| Ossiam | 5,757 | $935.4K | 0.02% | +1,589+38.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,887 | $941.9K | 0.00% | +137+2.4% | Added |
| Glenmede Trust Co NA | 5,808 | $943.7K | 0.00% | +977+20.2% | Added |
| SNS Financial Group, LLC | 5,804 | $948.7K | 0.08% | +238+4.3% | Added |
| Bullock Wealth Management Group | 5,965 | $954.3K | 0.48% | +48+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,879 | $955.2K | 0.00% | +5,274+871.7% | Added |
| Crawford Investment Counsel Inc | 5,881 | $955.5K | 0.02% | −100−1.7% | Reduced |
| Centaurus Financial, Inc. | 5,883 | $956.0K | 0.05% | +42+0.7% | Added |
| Spears Abacus Advisors LLC | 5,885 | $956.2K | 0.02% | +8+0.1% | Added |
| Summit Financial, LLC | 5,852 | $956.5K | 0.01% | +84+1.5% | Added |
| Louisiana State Employees Retirement System | 5,900 | $958.6K | 0.02% | −100−1.7% | Reduced |
| Western Wealth Management, LLC | 5,902 | $959.0K | 0.04% | +5,902 | New |
| HB Wealth Management, LLC | 5,938 | $964.9K | 0.01% | +786+15.3% | Added |
| Board of the Pension Protection Fund | 6,000 | $974.9K | 0.90% | +5,900+5,900.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 6,000 | $980.6K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,104 | $991.8K | 0.02% | −412−6.3% | Reduced |
| Aquatic Capital Management LLC | 6,106 | $992.1K | 0.03% | −4,836−44.2% | Reduced |
| Jane Street Group, LLC | 6,121 | $994.5K | 0.00% | +2,262+58.6% | Added |
| Boothbay Fund Management, LLC | 6,220 | $1.01M | 0.02% | +3,269+110.8% | Added |
| Investors Research Corp | 6,350 | $1.03M | 0.20% | +6,298+12,111.5% | Added |
| Jacobi Capital Management LLC | 6,417 | $1.04M | 0.06% | +2,622+69.1% | Added |