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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 2 sales; 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
Thurston, Springer, Miller, Herd & Titak, Inc.217$35.3K0.01%−2,960−93.2%Reduced
Piscataqua Savings Bank215$34.9K0.02%00.0%Unchanged
Truvestments Capital LLC214$34.7K0.01%00.0%Unchanged
Lodestone Wealth Management LLC205$33.3K0.01%+31+17.8%Added
Curio Wealth, LLC202$32.8K0.01%+2+1.0%Added
Osterweis Capital Management Inc199$32.3K0.00%00.0%Unchanged
Anfield Capital Management, LLC196$31.8K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC194$31.5K0.00%−555−74.1%Reduced
Bokf, NA193$31.4K0.00%+59+44.0%Added
Wealth Preservation Advisors, LLC185$30.1K0.02%+185New
Hazlett, Burt & Watson, Inc.175$28.0K0.01%00.0%Unchanged
Boreal Capital Management LLC170$27.8K0.02%00.0%Unchanged
Smithfield Trust Co170$27.0K0.00%00.0%Unchanged
WPG Advisers, LLC164$26.6K0.02%+22+15.5%Added
Harbor Investment Advisory, LLC161$26.2K0.00%−194−54.6%Reduced
Fortitude Family Office, LLC157$25.5K0.01%−4−2.5%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA155$25.2K0.01%00.0%Unchanged
CoreCap Advisors, LLC154$25.0K0.00%+50+48.1%Added
Ogorek Anthony Joseph157$25.0K0.01%+1+0.6%Added
Salem Investment Counselors Inc150$24.6K0.00%+150New
Flagship Wealth Advisors, LLC100$24.3K0.01%00.0%Unchanged
Golden State Equity Partners138$22.6K0.00%+138New
Clearstead Advisors, LLC138$22.4K0.00%−343−71.3%Reduced
Bogart Wealth, LLC137$22.2K0.00%+10+7.9%Added
First PREMIER Bank135$22.0K0.01%−195−59.1%Reduced
JFS Wealth Advisors, LLC130$21.1K0.00%−22−14.5%Reduced
Versant Capital Management, Inc129$21.0K0.00%−107−45.3%Reduced
Minot DeBlois Advisors LLC125$20.3K0.02%00.0%Unchanged
Crewe Advisors LLC120$19.5K0.00%00.0%Unchanged
Valued Wealth Advisors LLC117$19.1K0.01%00.0%Unchanged
ZRC Wealth Management, LLC116$18.8K0.01%+36+45.0%Added
Private Wealth Management Group, LLC114$18.6K0.00%+45+65.2%Added
Mascoma Wealth Management LLC111$18.0K0.00%00.0%Unchanged
First Horizon Corp110$17.9K0.00%+4+3.8%Added
Oakworth Capital, Inc.109$17.7K0.00%00.0%Unchanged
Manchester Capital Management LLC107$17.4K0.00%−37−25.7%Reduced
Salomon & Ludwin, LLC107$17.2K0.00%−40−27.2%Reduced
Wolff Wiese Magana LLC105$17.1K0.01%+5+5.0%Added
Cornerstone Planning Group LLC110$16.6K0.00%+39+54.9%Added
Richardson Capital Management LLC100$16.2K0.01%00.0%Unchanged
Asset Planning,Inc99$16.1K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.96$15.7K0.00%+45+88.2%Added
Activest Wealth Management96$15.6K0.00%+78+433.3%Added
Meramec Financial Planners, LLC94$15.2K0.01%00.0%Unchanged
Caldwell Trust Co93$15.1K0.00%00.0%Unchanged
Sunbelt Securities, Inc.91$14.9K0.00%00.0%Unchanged
Solstein Capital, LLC91$14.8K0.01%+91New
Leo H. Evart, Inc.90$14.6K0.01%+90New
Keating Financial Advisory Services, Inc.89$14.5K0.00%+9+11.3%Added
Gill Capital Partners, LLC88$14.3K0.00%+88New
Twin Peaks Wealth Advisors, LLC87$14.1K0.00%+87New
Capital Analysts, LLC88$14.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc84$13.6K0.00%+47+127.0%Added
Beacon Investment Advisory Services, Inc.82$13.3K0.00%+82New
Farmers & Merchants Investments Inc82$13.3K0.00%00.0%Unchanged
Tower Trust & Investment Co78$12.7K0.01%00.0%Unchanged
Ares Financial Consulting, LLC77$12.3K0.01%+32+71.1%Added
S&T Bank73$11.9K0.00%00.0%Unchanged
Graney & King, LLC70$11.4K0.01%00.0%Unchanged
MTM Investment Management, LLC66$10.7K0.00%00.0%Unchanged
Coston, McIsaac & Partners64$10.0K0.00%00.0%Unchanged
Aventura Private Wealth, LLC61$9.91K0.00%+10+19.6%Added
Rossby Financial, LCC61$9.76K0.00%+37+154.2%Added
Fortis Group Advisors, LLC53$8.61K0.00%00.0%Unchanged
Hallmark Capital Management Inc52$8.45K0.00%00.0%Unchanged
Triumph Capital Management51$8.30K0.00%+41+410.0%Added
Meeder Asset Management Inc51$8.29K0.00%−18−26.1%Reduced
Swiss Re Ltd51$8.29K0.05%00.0%Unchanged
West Branch Capital LLC50$8.12K0.00%00.0%Unchanged
Ameriflex Group, Inc.50$8.12K0.00%00.0%Unchanged
Vision Retirement, LLC50$8.12K0.00%00.0%Unchanged
Southern Michigan Bank & Trust50$8.12K0.00%+50New
Trask Adam Roland50$8.12K0.01%+50New
Annis Gardner Whiting Capital Advisors, LLC49$7.99K0.00%+5+11.4%Added
First Pacific Financial47$7.64K0.00%+15+46.9%Added
Virginia Estate & Retirement Planning Advisors Inc.46$7.47K0.03%+46New
Glass Jacobson Investment Advisors llc45$7.31K0.00%00.0%Unchanged
JPL Wealth Management, LLC45$7.31K0.00%+45New
Horizon Financial Services, LLC43$6.99K0.00%+33+330.0%Added
North Star Investment Management Corp.42$6.82K0.00%−13−23.6%Reduced
Advocate Investing Services LLC41$6.66K0.01%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust41$6.66K0.00%+41New
Financial Freedom, LLC40$6.50K0.00%+40New
Rational Advisors LLC39$6.34K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.39$6.34K0.00%+39New
Frazier Financial Advisors, LLC38$6.17K0.00%00.0%Unchanged
Strive Financial Group ,LLC40$6.00K0.00%00.0%Unchanged
Guinness Atkinson Asset Management Inc36$5.85K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC34$5.52K0.00%−29−46.0%Reduced
Kingdom Financial Group LLC.34$5.52K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.34$5.52K0.00%+34New
Gunpowder Capital Management, LLC dba Oliver Wealth Management32$5.20K0.00%−18−36.0%Reduced
Avion Wealth32$5.00K0.00%+12+60.0%Added
Strategic Investment Solutions, Inc.30$4.88K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC29$4.74K0.00%−8−21.6%Reduced
DAGCO, Inc.29$4.71K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.25$4.06K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd27$4.00K0.00%−91−77.1%Reduced
Sunrise Financial Services, LLC23$3.74K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$3.74K0.00%+12+109.1%Added