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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 5,350 | $869.0K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,863 | $862.1K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,262 | $855.0K | 0.01% | +940+21.7% | Added |
| Laird Norton Trust Company, LLC | 5,143 | $841.5K | 0.02% | −3,078−37.4% | Reduced |
| RMB Capital Management, LLC | 5,104 | $831.8K | 0.01% | +3,431+205.1% | Added |
| Biltmore Family Office, LLC | 5,080 | $830.4K | 0.12% | +1,050+26.1% | Added |
| BHK Investment Advisors, LLC | 5,003 | $812.8K | 0.27% | +1,932+62.9% | Added |
| Independent Advisor Alliance | 5,003 | $812.8K | 0.01% | −12,993−72.2% | Reduced |
| Ofi Invest Asset Management | 4,984 | $809.8K | 0.01% | +1,239+33.1% | Added |
| ISAM Funds (UK) Ltd | 4,900 | $796.2K | 0.39% | +1,981+67.9% | Added |
| Park Avenue Securities LLC | 4,825 | $784.0K | 0.01% | −1,535−24.1% | Reduced |
| Tributary Capital Management, LLC | 4,817 | $782.7K | 0.08% | +929+23.9% | Added |
| MUFG Securities EMEA plc | 4,785 | $777.5K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,763 | $773.9K | 0.02% | −982−17.1% | Reduced |
| NBC Securities, Inc. | 4,725 | $767.8K | 0.06% | −1,223−20.6% | Reduced |
| Xxi Wealth, LLC | 4,720 | $766.9K | 0.43% | −1,218−20.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,704 | $764.3K | 0.00% | −3,810−44.7% | Reduced |
| South Dakota Investment Council | 4,700 | $764.0K | 0.01% | +4,700 | New |
| Union Bancaire Privee, UBP SA | 4,925 | $762.8K | 0.01% | +1,393+39.4% | Added |
| Osmosis Investment Management UK Ltd | 4,646 | $758.7K | 0.02% | +1,148+32.8% | Added |
| Buttonwood Financial Advisors Inc. | 4,594 | $746.4K | 0.25% | +4,594 | New |
| PFG Investments, LLC | 4,587 | $745.3K | 0.03% | +345+8.1% | Added |
| Savant Capital, LLC | 4,557 | $740.4K | 0.00% | −451−9.0% | Reduced |
| Silvercrest Asset Management Group LLC | 4,517 | $733.9K | 0.01% | −170−3.6% | Reduced |
| Quadrature Capital Ltd | 4,501 | $731.3K | 0.01% | +4,501 | New |
| V-Square Quantitative Management LLC | 4,488 | $729.2K | 0.08% | +1,171+35.3% | Added |
| Sequoia Financial Advisors, LLC | 4,450 | $723.0K | 0.00% | +1,204+37.1% | Added |
| East Coast Asset Management, LLC. | 4,438 | $721.1K | 0.24% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,414 | $717.2K | 0.01% | +2,313+110.1% | Added |
| Brinker Capital Investments, LLC | 4,374 | $710.8K | 0.01% | −7,575−63.4% | Reduced |
| Saudi Central Bank | 4,309 | $700.1K | 0.01% | +4,309 | New |
| Tokio Marine Asset Management Co Ltd | 4,273 | $694.3K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,267 | $693.3K | 0.01% | +2,457+135.7% | Added |
| Twin Capital Management Inc | 4,146 | $673.6K | 0.09% | +4,146 | New |
| Vestmark Advisory Solutions, Inc. | 4,140 | $672.8K | 0.01% | −1,872−31.1% | Reduced |
| Buckingham Strategic Partners | 4,136 | $672.1K | 0.01% | +4,136 | New |
| Morningstar Investment Management LLC | 4,114 | $668.4K | 0.04% | +1,212+41.8% | Added |
| Wall Street Access Asset Management, LLC | 4,005 | $650.7K | 0.16% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $649.9K | 0.23% | 00.0% | Unchanged |
| Vanguard National Trust Co | 4,000 | $649.9K | 0.04% | +4,000 | New |
| Nomura Holdings Inc | 3,997 | $649.4K | 0.01% | +2,049+105.2% | Added |
| Polymer Capital Management (US) LLC | 3,994 | $648.9K | 0.10% | +3,994 | New |
| Coastal Bridge Advisors, LLC | 3,975 | $645.7K | 0.05% | −23−0.6% | Reduced |
| Ritholtz Wealth Management | 3,945 | $641.0K | 0.01% | +1,640+71.1% | Added |
| Empirical Finance, LLC | 3,934 | $639.2K | 0.03% | −4−0.1% | Reduced |
| Larson Financial Group LLC | 3,924 | $637.6K | 0.02% | +2,925+292.8% | Added |
| Nordwand Advisors, LLC | 3,903 | $634.2K | 0.11% | −13,632−77.7% | Reduced |
| Welch & Forbes LLC | 3,900 | $633.7K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 3,877 | $633.7K | 0.01% | +2,236+136.3% | Added |
| ABLE Financial Group, LLC | 3,875 | $629.5K | 0.12% | +536+16.1% | Added |
| DT Investment Partners, LLC | 3,870 | $628.8K | 0.05% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 3,798 | $617.2K | 0.54% | +45+1.2% | Added |
| Oppenheimer & Co Inc | 3,766 | $611.9K | 0.01% | −193−4.9% | Reduced |
| Keybank National Association | 3,751 | $609.5K | 0.00% | +297+8.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,736 | $607.0K | 0.01% | +6+0.2% | Added |
| Bradley Foster & Sargent Inc | 3,675 | $597.1K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,650 | $593.0K | 0.01% | +333+10.0% | Added |
| Buckhead Capital Management LLC | 3,599 | $584.8K | 0.22% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,592 | $583.6K | 0.07% | −1,920−34.8% | Reduced |
| Accredited Investors Inc. | 3,587 | $582.8K | 0.03% | −68−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,583 | $582.2K | 0.00% | −8−0.2% | Reduced |
| United Advisor Group, LLC | 3,578 | $581.4K | 0.07% | +285+8.7% | Added |
| Atlas Legacy Advisors, LLC | 3,534 | $574.2K | 0.10% | +90+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,487 | $566.6K | 0.03% | +685+24.4% | Added |
| Ostrum Asset Management | 3,448 | $560.2K | 0.03% | −2,076−37.6% | Reduced |
| Mission Wealth Management, LP | 3,403 | $552.8K | 0.01% | +86+2.6% | Added |
| North Dakota State Investment Board | 3,368 | $547.2K | 0.02% | −628−15.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,363 | $546.6K | 0.29% | −402−10.7% | Reduced |
| Graham Capital Management, L.P. | 3,359 | $545.8K | 0.02% | +1,708+103.5% | Added |
| Mirabaud Asset Management Ltd | 3,338 | $545.6K | 0.45% | −5,269−61.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,347 | $543.8K | 0.00% | +1,307+64.1% | Added |
| Meeder Advisory Services, Inc. | 3,321 | $539.6K | 0.02% | +500+17.7% | Added |
| RSM US Wealth Management LLC | 3,283 | $537.2K | 0.01% | −511−13.5% | Reduced |
| D.B. Root & Company, LLC | 3,300 | $536.2K | 0.13% | +60+1.9% | Added |
| AlphaGrep UK Ltd | 3,296 | $535.5K | 0.16% | +546+19.9% | Added |
| MCF Advisors LLC | 3,275 | $534.8K | 0.02% | +2,521+334.4% | Added |
| CWS Financial Advisors, LLC | 3,286 | $533.9K | 0.14% | +233+7.6% | Added |
| Triangle Securities Wealth Management | 3,270 | $531.2K | 0.12% | −486−12.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,246 | $527.4K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,230 | $524.8K | 0.03% | +85+2.7% | Added |
| CAPROCK Group, Inc. | 3,172 | $520.1K | 0.01% | +1,374+76.4% | Added |
| TIAA Wealth Investment Management LLC | 3,185 | $517.5K | 0.00% | +3,185 | New |
| Bridgewater Advisors Inc. | 3,614 | $511.0K | 0.03% | +53+1.5% | Added |
| Securian Asset Management, Inc | 3,140 | $510.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,125 | $507.7K | 0.16% | +1,082+53.0% | Added |
| Unique Wealth Strategies, LLC | 3,072 | $499.1K | 0.20% | +3,072 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,067 | $498.3K | 0.03% | 00.0% | Unchanged |
| Paladin Partners, LLC | 3,050 | $495.6K | 0.36% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 3,034 | $493.0K | 0.03% | +727+31.5% | Added |
| Legacy Capital Wealth Partners, LLC | 3,014 | $489.7K | 0.10% | +101+3.5% | Added |
| Blueshift Asset Management, LLC | 2,972 | $482.9K | 0.15% | +2,972 | New |
| Kidder Stephen W | 2,950 | $479.3K | 0.14% | 00.0% | Unchanged |
| Eukles Asset Management | 2,911 | $473.0K | 0.21% | −1,646−36.1% | Reduced |
| Mutual Advisors, LLC | 2,897 | $470.8K | 0.01% | +359+14.1% | Added |
| Ellevest, Inc. | 2,881 | $468.1K | 0.07% | +679+30.8% | Added |
| Plato Investment Management Ltd | 2,879 | $468.1K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,820 | $458.2K | 0.01% | −1,061−27.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,819 | $458.0K | 0.06% | +2,819 | New |
| Rehmann Capital Advisory Group | 2,811 | $456.8K | 0.02% | +695+32.8% | Added |
| Gibbs Wealth Management | 2,811 | $456.8K | 0.06% | +412+17.2% | Added |