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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 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.

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
Vontobel Holding Ltd.2,801$455.1K0.00%−95−3.3%Reduced
Clarus Group, Inc.2,780$451.7K0.16%+11+0.4%Added
Gallacher Capital Management LLC2,759$448.3K0.17%+2,759New
Stevens Capital Management LP2,714$441.0K0.07%+624+29.9%Added
Evergreen Capital Management LLC2,703$440.5K0.01%+1,230+83.5%Added
EverSource Wealth Advisors, LLC2,707$440.0K0.01%+1,469+118.7%Added
First Heartland Consultants, Inc.2,688$436.8K0.03%+19+0.7%Added
WealthTrust Axiom LLC2,681$435.6K0.11%00.0%Unchanged
Brown Miller Wealth Management, LLC2,661$432.3K0.12%+53+2.0%Added
Main Street Financial Solutions, LLC2,637$428.4K0.03%+754+40.0%Added
Jefferies Financial Group Inc.2,614$424.7K0.01%+2,614New
Change Path, LLC2,609$423.9K0.01%+544+26.3%Added
Everence Capital Management Inc2,596$422.0K0.03%00.0%Unchanged
Allworth Financial LP2,588$420.5K0.00%−30,560−92.2%Reduced
Gateway Investment Advisers LLC2,574$418.3K0.00%+744+40.7%Added
NewEdge Wealth, LLC2,573$418.1K0.00%−2,328−47.5%Reduced
Cary Street Partner Investment Advisory LLC2,552$414.6K0.11%−13−0.5%Reduced
Arwa LLC2,654$410.8K0.20%−2,828−51.6%Reduced
Applied Finance Capital Management, LLC2,470$401.3K0.03%+492+24.9%Added
SWMG, LLC2,466$400.7K0.11%−1,533−38.3%Reduced
Tyche Wealth Partners LLC2,457$399.3K0.06%+9+0.4%Added
NorthCrest Asset Manangement, LLC2,471$397.7K0.01%+2,471New
Segment Wealth Management, LLC2,425$394.0K0.02%+54+2.3%Added
Optimize Financial Inc2,419$393.0K0.19%+597+32.8%Added
Miracle Mile Advisors, LLC2,413$392.1K0.01%+199+9.0%Added
Sunburst Financial Group, LLC2,388$388.1K0.07%+514+27.4%Added
Baker Avenue Asset Management, LP2,375$385.9K0.01%−139−5.5%Reduced
Argent Trust Co2,374$385.7K0.01%−10−0.4%Reduced
Mirabella Financial Services LLP2,372$385.4K0.04%+2,372New
Chicago Trust Co NA2,364$384.1K0.06%−368−13.5%Reduced
SeaBridge Investment Advisors LLC2,344$380.9K0.06%00.0%Unchanged
Walleye Trading LLC2,335$379.4K0.01%+2,335New
Rockland Trust Co2,328$378.3K0.02%−105−4.3%Reduced
Mather Group, LLC.2,320$377.0K0.00%+300+14.9%Added
Maripau Wealth Management LLC2,317$376.5K0.17%+245+11.8%Added
Dividend Assets Capital, LLC2,313$375.8K0.07%00.0%Unchanged
Lyell Wealth Management, LP2,297$373.2K0.03%−38,322−94.3%Reduced
Fisher Asset Management, LLC2,271$369.0K0.00%−391−14.7%Reduced
Transcend Wealth Collective, LLC2,268$368.5K0.03%−6,012−72.6%Reduced
Silver Oak Securities, Inc2,267$368.4K0.03%+402+21.6%Added
Exchange Bank2,250$365.6K0.25%00.0%Unchanged
Signaturefd, LLC2,249$365.4K0.01%+334+17.4%Added
Atomi Financial Group, Inc.2,208$358.8K0.01%−3,361−60.4%Reduced
Chicago Partners Investment Group LLC2,232$358.6K0.01%+1,065+91.3%Added
Compass Ion Advisors, LLC2,187$355.3K0.03%+375+20.7%Added
SRS Capital Advisors, Inc.2,189$354.9K0.01%+1,241+130.9%Added
Sowell Financial Services LLC2,170$352.6K0.01%−264−10.8%Reduced
TD Private Client Wealth LLC2,163$351.5K0.01%+79+3.8%Added
Wilian Securities, LLC2,149$349.2K0.86%−504−19.0%Reduced
Zevenbergen Capital Investments LLC2,145$348.5K0.01%−20,895−90.7%Reduced
Sompo Asset Management Co., Ltd.2,140$347.7K0.06%+30+1.4%Added
Guardian Wealth Management, Inc.2,135$346.9K0.19%−963−31.1%Reduced
6th Street Advisors, LLC2,119$346.3K0.22%+2,119New
Baker Ellis Asset Management LLC2,131$346.2K0.04%00.0%Unchanged
Heritage Wealth Advisors2,130$346.1K0.01%00.0%Unchanged
Advisory Alpha, LLC2,122$344.8K0.01%+567+36.5%Added
Dorsey & Whitney Trust CO LLC2,101$341.4K0.02%+268+14.6%Added
Renasant Bank2,094$340.2K0.24%+434+26.1%Added
Wedmont Private Capital2,110$339.7K0.01%−476−18.4%Reduced
Oslo Pensjonsforsikring AS2,089$339.4K0.05%+2,089New
Wellington Grp LLC2,086$338.9K0.10%+557+36.4%Added
D.A. Davidson & Co.2,084$338.6K0.00%+633+43.6%Added
E6 Portfolios, LLC2,047$332.6K0.35%+40+2.0%Added
J. Safra Sarasin Holding AG2,031$329.5K0.01%+239+13.3%Added
111 Capital2,027$329.3K0.08%+1,100+118.7%Added
Pure Financial Advisors, Inc.2,019$328.0K0.00%+1,097+119.0%Added
Capital International Inc2,016$327.6K0.00%+2,016New
Mount Yale Investment Advisors, LLC2,005$326.8K0.01%−388−16.2%Reduced
Qtron Investments LLC2,004$325.6K0.04%+3+0.1%Added
Leeward Financial Partners, LLC2,000$325.0K0.10%00.0%Unchanged
Spire Wealth Management1,997$324.4K0.01%+11+0.6%Added
Patton Fund Management, Inc.1,980$321.7K0.05%+1,006+103.3%Added
Fifth Third Wealth Advisors LLC1,959$318.3K0.01%+195+11.1%Added
Groupama Asset Managment1,948$316.5K0.00%−4,523−69.9%Reduced
TCW Group Inc1,938$314.9K0.00%+95+5.2%Added
Maridea Wealth Management LLC1,932$313.9K0.05%+462+31.4%Added
Verity Asset Management, Inc.1,928$313.2K0.13%+450+30.4%Added
Rothschild Investment LLC1,925$312.8K0.02%+1,704+771.0%Added
EntryPoint Capital, LLC1,925$312.8K0.09%+1,925New
Childress Capital Advisors, LLC1,919$311.8K0.06%+472+32.6%Added
Brookstone Capital Management1,910$310.3K0.00%+1,910New
Norden Group LLC1,907$309.9K0.03%−282−12.9%Reduced
Diversified Enterprises, LLC1,905$309.5K0.02%+302+18.8%Added
Baron Wealth Management LLC1,903$309.1K0.09%+954+100.5%Added
KFG Wealth Management, LLC1,897$308.2K0.04%+148+8.5%Added
IFP Advisors, Inc1,885$306.3K0.01%−292−13.4%Reduced
Great Lakes Advisors, LLC1,881$305.6K0.00%−749−28.5%Reduced
MONECO Advisors, LLC1,871$304.0K0.02%+134+7.7%Added
Crestwood Advisors Group LLC1,854$301.2K0.01%+165+9.8%Added
Smith Group Asset Management, LLC1,850$300.6K0.02%+1,850New
Verition Fund Management LLC1,848$300.3K0.00%−6,083−76.7%Reduced
Bridges Investment Management Inc1,841$299.1K0.00%−3−0.2%Reduced
Daymark Wealth Partners, LLC1,838$298.6K0.01%+863+88.5%Added
U.S. Capital Wealth Advisors, LLC1,835$298.2K0.01%−190−9.4%Reduced
Texas Capital Bank Wealth Management Services Inc1,830$297.3K0.02%+211+13.0%Added
Independence Bank of Kentucky1,820$295.7K0.04%00.0%Unchanged
Arkadios Wealth Advisors1,815$295.0K0.00%−790−30.3%Reduced
Marco Investment Management LLC1,812$294.4K0.02%00.0%Unchanged
Huntington National Bank1,811$294.2K0.00%−72−3.8%Reduced
Turtle Creek Wealth Advisors, LLC1,804$293.1K0.02%−2,957−62.1%Reduced