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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 6,439 | $1.05M | 0.01% | +2,003+45.2% | Added |
| GAMMA Investing LLC | 6,530 | $1.06M | 0.05% | +1,334+25.7% | Added |
| Trueblood Wealth Management, LLC | 6,559 | $1.07M | 0.42% | −173−2.6% | Reduced |
| Hartford Investment Management Co | 6,622 | $1.08M | 0.03% | −182−2.7% | Reduced |
| Vestcor Inc | 6,655 | $1.08M | 0.03% | +1,543+30.2% | Added |
| iA Global Asset Management Inc. | 6,662 | $1.08M | 0.02% | +3,054+84.6% | Added |
| Abn Amro Investment Solutions | 6,789 | $1.10M | 0.01% | +596+9.6% | Added |
| Copeland Capital Management, LLC | 6,921 | $1.12M | 0.03% | +590+9.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,928 | $1.13M | 0.03% | +787+12.8% | Added |
| Adviser Investments LLC | 7,019 | $1.14M | 0.01% | −139−1.9% | Reduced |
| Bessemer Group Inc | 7,046 | $1.15M | 0.00% | +184+2.7% | Added |
| Boyar Asset Management Inc. | 7,053 | $1.15M | 0.65% | 00.0% | Unchanged |
| Whittier Trust Co | 7,057 | $1.15M | 0.01% | −288−3.9% | Reduced |
| Mizuho Securities USA LLC | 7,058 | $1.15M | 0.03% | −1,441−17.0% | Reduced |
| Lazard Asset Management LLC | 7,099 | $1.15M | 0.00% | +7,099 | New |
| Intech Investment Management LLC | 7,124 | $1.16M | 0.01% | +1,781+33.3% | Added |
| Cypress Advisory Group LLC | 7,176 | $1.17M | 0.89% | +5,176+258.8% | Added |
| Atlantic Union Bankshares Corp | 7,190 | $1.17M | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 7,200 | $1.17M | 0.04% | −10.0% | Reduced |
| Stephens Inc | 6,660 | $1.18M | 0.01% | +1,228+22.6% | Added |
| Commerzbank Aktiengesellschaft | 7,255 | $1.18M | 0.02% | +2,483+52.0% | Added |
| 1832 Asset Management L.P. | 7,274 | $1.18M | 0.00% | −320−4.2% | Reduced |
| Knollwood Investment Advisory, LLC | 7,343 | $1.19M | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,345 | $1.19M | 0.01% | −8−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 7,355 | $1.20M | 0.02% | +2,257+44.3% | Added |
| Arrowstreet Capital, Limited Partnership | 7,368 | $1.20M | 0.00% | +7,368 | New |
| Sentry LLC | 7,388 | $1.20M | 0.38% | −560−7.0% | Reduced |
| Rafferty Asset Management, LLC | 7,599 | $1.23M | 0.01% | −2,800−26.9% | Reduced |
| Koshinski Asset Management, Inc. | 7,677 | $1.25M | 0.08% | +839+12.3% | Added |
| Greenleaf Trust | 7,741 | $1.26M | 0.01% | −2,160−21.8% | Reduced |
| Bridgefront Capital, LLC | 7,798 | $1.27M | 0.31% | +7,798 | New |
| TCG Advisory Services, LLC | 7,888 | $1.28M | 0.03% | −593−7.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 7,913 | $1.29M | 0.09% | −5,411−40.6% | Reduced |
| Simplicity Wealth,LLC | 7,926 | $1.29M | 0.07% | +1,506+23.5% | Added |
| Wealthfront Advisers LLC | 8,039 | $1.31M | 0.00% | −6,327−44.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 8,045 | $1.31M | 0.76% | +510+6.8% | Added |
| SummitTX Capital, L.P. | 8,153 | $1.32M | 0.04% | +8,153 | New |
| Kesler, Norman & Wride, LLC | 8,156 | $1.33M | 0.23% | +1,067+15.1% | Added |
| Thrivent Financial for Lutherans | 8,181 | $1.33M | 0.00% | +1,310+19.1% | Added |
| Brighton Jones LLC | 8,195 | $1.33M | 0.03% | +8,195 | New |
| Generali Asset Management SPA SGR | 8,234 | $1.34M | 0.03% | −8,601−51.1% | Reduced |
| Alps Advisors Inc | 8,304 | $1.35M | 0.01% | +576+7.5% | Added |
| Leavell Investment Management, Inc. | 8,268 | $1.35M | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,428 | $1.37M | 0.02% | +20+0.2% | Added |
| Farther Finance Advisors, LLC | 8,741 | $1.40M | 0.01% | +3,169+56.9% | Added |
| Lee Financial Co | 8,613 | $1.40M | 0.20% | +1,167+15.7% | Added |
| Valley National Advisers Inc | 8,636 | $1.40M | 0.18% | +163+1.9% | Added |
| Principal Securities, Inc. | 8,632 | $1.40M | 0.02% | +2,163+33.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,611 | $1.41M | 0.00% | −7,513−46.6% | Reduced |
| Zurich Insurance Group Ltd | 8,700 | $1.41M | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 8,807 | $1.43M | 0.30% | −388−4.2% | Reduced |
| Prospera Financial Services Inc | 8,812 | $1.43M | 0.02% | +4,033+84.4% | Added |
| Fideuram Asset Management (Ireland) dac | 6,544 | $1.44M | 0.18% | +6,512+20,350.0% | Added |
| Prudential PLC | 8,881 | $1.44M | 0.01% | −11,430−56.3% | Reduced |
| Wimmer Associates 1, LLC | 8,895 | $1.45M | 0.71% | −1,225−12.1% | Reduced |
| Avanza Fonder AB | 8,940 | $1.45M | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,941 | $1.45M | 0.03% | +3,222+56.3% | Added |
| Two Sigma Securities, LLC | 9,057 | $1.47M | 0.17% | +9,057 | New |
| Equitable Holdings, Inc. | 8,022 | $1.47M | 0.01% | +5,401+206.1% | Added |
| Teachers Retirement System of the State of Kentucky | 9,172 | $1.49M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,249 | $1.50M | 0.01% | +9,249 | New |
| American Trust | 9,260 | $1.50M | 0.13% | −1,226−11.7% | Reduced |
| Wellington Management Group LLP | 9,392 | $1.53M | 0.00% | +1,282+15.8% | Added |
| Millington Financial Advisors, LLC | 9,905 | $1.55M | 0.65% | +139+1.4% | Added |
| Sivia Capital Partners, LLC | 9,551 | $1.55M | 0.30% | +9,551 | New |
| Lido Advisors, LLC | 9,556 | $1.56M | 0.01% | −16,502−63.3% | Reduced |
| Regions Financial Corp | 9,736 | $1.58M | 0.01% | −1,287−11.7% | Reduced |
| Aigen Investment Management, LP | 9,883 | $1.61M | 0.41% | +9,883 | New |
| Janney Montgomery Scott LLC | 9,923 | $1.61M | 0.00% | +470+5.0% | Added |
| Argonautica Private Wealth Management, Inc | 9,956 | $1.62M | 0.49% | −418−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 9,962 | $1.62M | 0.04% | +6,759+211.0% | Added |
| Naples Global Advisors, LLC | 10,119 | $1.65M | 0.12% | +1,833+22.1% | Added |
| Hantz Financial Services, Inc. | 10,245 | $1.67M | 0.03% | +1,115+12.2% | Added |
| Park Place Capital Corp | 10,330 | $1.68M | 0.34% | +2,225+27.5% | Added |
| Waterloo Capital, L.P. | 10,348 | $1.68M | 0.12% | +343+3.4% | Added |
| Mraz, Amerine & Associates, Inc. | 10,499 | $1.71M | 0.25% | +560+5.6% | Added |
| Machina Capital S.A.S. | 10,538 | $1.71M | 0.34% | +3,868+58.0% | Added |
| Panagora Asset Management Inc | 10,628 | $1.73M | 0.01% | +18+0.2% | Added |
| QRG Capital Management, Inc. | 10,737 | $1.74M | 0.02% | −1,760−14.1% | Reduced |
| Kinneret Advisory, LLC | 10,704 | $1.75M | 0.17% | −475−4.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 10,865 | $1.77M | 0.65% | +10,865 | New |
| Apollon Wealth Management, LLC | 10,982 | $1.78M | 0.03% | −30,859−73.8% | Reduced |
| Fiduciary Trust Co | 11,001 | $1.79M | 0.02% | +873+8.6% | Added |
| Siemens Fonds Invest GmbH | 11,013 | $1.79M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,103 | $1.80M | 0.01% | −807−6.8% | Reduced |
| Impax Asset Management Group plc | 11,115 | $1.81M | 0.01% | +4,712+73.6% | Added |
| Federated Hermes, Inc. | 11,232 | $1.82M | 0.00% | −41,927−78.9% | Reduced |
| Public Employees Retirement Association of Colorado | 11,256 | $1.83M | 0.01% | −120,595−91.5% | Reduced |
| Axq Capital, LP | 11,367 | $1.85M | 0.24% | +8,177+256.3% | Added |
| Flputnam Investment Management Co | 11,389 | $1.85M | 0.03% | −1,202−9.5% | Reduced |
| HBK Sorce Advisory LLC | 12,403 | $1.85M | 0.04% | −985−7.4% | Reduced |
| Summit Trail Advisors, LLC | 11,504 | $1.87M | 0.03% | +6,950+152.6% | Added |
| Roundview Capital LLC | 11,739 | $1.91M | 0.12% | −1,615−12.1% | Reduced |
| Davenport & Co LLC | 11,863 | $1.94M | 0.01% | +10,119+580.2% | Added |
| Pinnacle Associates Ltd | 12,071 | $1.96M | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 12,137 | $1.97M | 0.14% | +65+0.5% | Added |
| OP Asset Management Ltd | 12,292 | $2.00M | 0.02% | −976−7.4% | Reduced |
| Strengthening Families & Communities, LLC | 12,327 | $2.00M | 0.50% | −1,014−7.6% | Reduced |
| Mutual of America Capital Management LLC | 12,421 | $2.02M | 0.02% | −117−0.9% | Reduced |
| BDF-Gestion | 12,428 | $2.02M | 0.27% | 00.0% | Unchanged |