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 |
|---|---|---|---|---|---|
| Millington Financial Advisors, LLC | 9,905 | $1.55M | 0.65% | +139+1.4% | Added |
| Wellington Management Group LLP | 9,392 | $1.53M | 0.00% | +1,282+15.8% | Added |
| American Trust | 9,260 | $1.50M | 0.13% | −1,226−11.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,249 | $1.50M | 0.01% | +9,249 | New |
| Teachers Retirement System of the State of Kentucky | 9,172 | $1.49M | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,022 | $1.47M | 0.01% | +5,401+206.1% | Added |
| Two Sigma Securities, LLC | 9,057 | $1.47M | 0.17% | +9,057 | New |
| Gulf International Bank (UK) Ltd | 8,941 | $1.45M | 0.03% | +3,222+56.3% | Added |
| Avanza Fonder AB | 8,940 | $1.45M | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,895 | $1.45M | 0.71% | −1,225−12.1% | Reduced |
| Prudential PLC | 8,881 | $1.44M | 0.01% | −11,430−56.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 6,544 | $1.44M | 0.18% | +6,512+20,350.0% | Added |
| Prospera Financial Services Inc | 8,812 | $1.43M | 0.02% | +4,033+84.4% | Added |
| Lantz Financial LLC | 8,807 | $1.43M | 0.30% | −388−4.2% | Reduced |
| Zurich Insurance Group Ltd | 8,700 | $1.41M | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 8,611 | $1.41M | 0.00% | −7,513−46.6% | Reduced |
| Principal Securities, Inc. | 8,632 | $1.40M | 0.02% | +2,163+33.4% | Added |
| Valley National Advisers Inc | 8,636 | $1.40M | 0.18% | +163+1.9% | Added |
| Lee Financial Co | 8,613 | $1.40M | 0.20% | +1,167+15.7% | Added |
| Farther Finance Advisors, LLC | 8,741 | $1.40M | 0.01% | +3,169+56.9% | Added |
| Norinchukin Bank, The | 8,428 | $1.37M | 0.02% | +20+0.2% | Added |
| Leavell Investment Management, Inc. | 8,268 | $1.35M | 0.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,304 | $1.35M | 0.01% | +576+7.5% | Added |
| Generali Asset Management SPA SGR | 8,234 | $1.34M | 0.03% | −8,601−51.1% | Reduced |
| Brighton Jones LLC | 8,195 | $1.33M | 0.03% | +8,195 | New |
| Thrivent Financial for Lutherans | 8,181 | $1.33M | 0.00% | +1,310+19.1% | Added |
| Kesler, Norman & Wride, LLC | 8,156 | $1.33M | 0.23% | +1,067+15.1% | Added |
| SummitTX Capital, L.P. | 8,153 | $1.32M | 0.04% | +8,153 | New |
| Nicholson Wealth Management Group, LLC | 8,045 | $1.31M | 0.76% | +510+6.8% | Added |
| Wealthfront Advisers LLC | 8,039 | $1.31M | 0.00% | −6,327−44.0% | Reduced |
| Simplicity Wealth,LLC | 7,926 | $1.29M | 0.07% | +1,506+23.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 7,913 | $1.29M | 0.09% | −5,411−40.6% | Reduced |
| TCG Advisory Services, LLC | 7,888 | $1.28M | 0.03% | −593−7.0% | Reduced |
| Bridgefront Capital, LLC | 7,798 | $1.27M | 0.31% | +7,798 | New |
| Greenleaf Trust | 7,741 | $1.26M | 0.01% | −2,160−21.8% | Reduced |
| Koshinski Asset Management, Inc. | 7,677 | $1.25M | 0.08% | +839+12.3% | Added |
| Rafferty Asset Management, LLC | 7,599 | $1.23M | 0.01% | −2,800−26.9% | Reduced |
| Sentry LLC | 7,388 | $1.20M | 0.38% | −560−7.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,368 | $1.20M | 0.00% | +7,368 | New |
| Pensionmark Financial Group, LLC | 7,355 | $1.20M | 0.02% | +2,257+44.3% | Added |
| Johnson Investment Counsel Inc | 7,345 | $1.19M | 0.01% | −8−0.1% | Reduced |
| Knollwood Investment Advisory, LLC | 7,343 | $1.19M | 0.12% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 7,274 | $1.18M | 0.00% | −320−4.2% | Reduced |
| Commerzbank Aktiengesellschaft | 7,255 | $1.18M | 0.02% | +2,483+52.0% | Added |
| Stephens Inc | 6,660 | $1.18M | 0.01% | +1,228+22.6% | Added |
| First National Trust Co | 7,200 | $1.17M | 0.04% | −10.0% | Reduced |
| Atlantic Union Bankshares Corp | 7,190 | $1.17M | 0.02% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 7,176 | $1.17M | 0.89% | +5,176+258.8% | Added |
| Intech Investment Management LLC | 7,124 | $1.16M | 0.01% | +1,781+33.3% | Added |
| Lazard Asset Management LLC | 7,099 | $1.15M | 0.00% | +7,099 | New |
| Mizuho Securities USA LLC | 7,058 | $1.15M | 0.03% | −1,441−17.0% | Reduced |
| Whittier Trust Co | 7,057 | $1.15M | 0.01% | −288−3.9% | Reduced |
| Boyar Asset Management Inc. | 7,053 | $1.15M | 0.65% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,046 | $1.15M | 0.00% | +184+2.7% | Added |
| Adviser Investments LLC | 7,019 | $1.14M | 0.01% | −139−1.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,928 | $1.13M | 0.03% | +787+12.8% | Added |
| Copeland Capital Management, LLC | 6,921 | $1.12M | 0.03% | +590+9.3% | Added |
| Abn Amro Investment Solutions | 6,789 | $1.10M | 0.01% | +596+9.6% | Added |
| iA Global Asset Management Inc. | 6,662 | $1.08M | 0.02% | +3,054+84.6% | Added |
| Vestcor Inc | 6,655 | $1.08M | 0.03% | +1,543+30.2% | Added |
| Hartford Investment Management Co | 6,622 | $1.08M | 0.03% | −182−2.7% | Reduced |
| Trueblood Wealth Management, LLC | 6,559 | $1.07M | 0.42% | −173−2.6% | Reduced |
| GAMMA Investing LLC | 6,530 | $1.06M | 0.05% | +1,334+25.7% | Added |
| Brevan Howard Capital Management LP | 6,439 | $1.05M | 0.01% | +2,003+45.2% | Added |
| Jacobi Capital Management LLC | 6,417 | $1.04M | 0.06% | +2,622+69.1% | Added |
| Investors Research Corp | 6,350 | $1.03M | 0.20% | +6,298+12,111.5% | Added |
| Boothbay Fund Management, LLC | 6,220 | $1.01M | 0.02% | +3,269+110.8% | Added |
| Jane Street Group, LLC | 6,121 | $994.5K | 0.00% | +2,262+58.6% | Added |
| Aquatic Capital Management LLC | 6,106 | $992.1K | 0.03% | −4,836−44.2% | Reduced |
| Metis Global Partners, LLC | 6,104 | $991.8K | 0.02% | −412−6.3% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 6,000 | $980.6K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 6,000 | $974.9K | 0.90% | +5,900+5,900.0% | Added |
| HB Wealth Management, LLC | 5,938 | $964.9K | 0.01% | +786+15.3% | Added |
| Western Wealth Management, LLC | 5,902 | $959.0K | 0.04% | +5,902 | New |
| Louisiana State Employees Retirement System | 5,900 | $958.6K | 0.02% | −100−1.7% | Reduced |
| Summit Financial, LLC | 5,852 | $956.5K | 0.01% | +84+1.5% | Added |
| Spears Abacus Advisors LLC | 5,885 | $956.2K | 0.02% | +8+0.1% | Added |
| Centaurus Financial, Inc. | 5,883 | $956.0K | 0.05% | +42+0.7% | Added |
| Crawford Investment Counsel Inc | 5,881 | $955.5K | 0.02% | −100−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,879 | $955.2K | 0.00% | +5,274+871.7% | Added |
| Bullock Wealth Management Group | 5,965 | $954.3K | 0.48% | +48+0.8% | Added |
| SNS Financial Group, LLC | 5,804 | $948.7K | 0.08% | +238+4.3% | Added |
| Glenmede Trust Co NA | 5,808 | $943.7K | 0.00% | +977+20.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,887 | $941.9K | 0.00% | +137+2.4% | Added |
| Ossiam | 5,757 | $935.4K | 0.02% | +1,589+38.1% | Added |
| Skopos Labs, Inc. | 5,744 | $933.2K | 0.03% | +3,665+176.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,737 | $932.1K | 0.00% | −21,078−78.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 5,732 | $931.3K | 0.04% | +1,353+30.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,667 | $920.8K | 0.00% | +393+7.5% | Added |
| Maryland State Retirement & Pension System | 5,664 | $920.3K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,597 | $909.4K | 0.03% | +50+0.9% | Added |
| Beacon Pointe Advisors, LLC | 5,592 | $908.6K | 0.00% | +3,949+240.4% | Added |
| Vident Advisory, LLC | 5,591 | $908.5K | 0.01% | +859+18.2% | Added |
| Inceptionr LLC | 5,579 | $906.5K | 0.22% | +5,579 | New |
| Omers Administration Corp | 5,539 | $900.0K | 0.01% | +1,314+31.1% | Added |
| E. Ohman J:or Asset Management AB | 5,450 | $885.5K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,428 | $881.9K | 0.02% | +3,342+160.2% | Added |
| Ashton Thomas Private Wealth, LLC | 5,404 | $878.1K | 0.02% | −2,677−33.1% | Reduced |
| Cedar Mountain Advisors, LLC | 5,383 | $874.6K | 0.17% | +3+0.1% | Added |
| Illinois Municipal Retirement Fund | 5,381 | $874.3K | 0.01% | −2,535−32.0% | Reduced |