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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
Forza Wealth Management, LLC1,800$292.5K0.10%00.0%Unchanged
Caitlin John, LLC1,798$292.1K0.18%+541+43.0%Added
Sentinus, LLC1,787$290.4K0.03%+1,787New
Tiaa-Cref Individual & Institutional Services, LLC1,783$289.7K0.00%+1,783New
Burling Wealth Partners, LLC1,778$288.9K0.05%−2,693−60.2%Reduced
Strategy Asset Managers LLC1,777$288.8K0.05%+157+9.7%Added
GWN Securities Inc.1,771$287.9K0.06%+674+61.4%Added
Woodward Diversified Capital, LLC1,763$287.2K0.13%+17+1.0%Added
Abacus Wealth Partners, LLC1,761$286.1K0.03%+25+1.4%Added
Syon Capital LLC1,756$285.3K0.01%−755−30.1%Reduced
Wealth Alliance1,746$283.7K0.03%−98−5.3%Reduced
Balyasny Asset Management LLC1,743$283.2K0.00%−279,480−99.4%Reduced
Zions Bancorporation, National Association1,742$283.0K0.02%−3,906−69.2%Reduced
McMillan Office, Inc.1,742$283.0K0.04%00.0%Unchanged
Redmond Asset Management, LLC1,741$282.9K0.08%−100−5.4%Reduced
Chancellor Financial Group WB LP1,739$282.6K0.20%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc1,732$281.4K0.04%00.0%Unchanged
Prosperity Advisers, LLC1,718$280.8K0.23%00.0%Unchanged
Foundations Investment Advisors, LLC1,726$280.4K0.00%−11−0.6%Reduced
Savvy Advisors, Inc.1,715$278.6K0.01%−909−34.6%Reduced
Clark Capital Management Group, Inc.1,709$277.7K0.00%−46−2.6%Reduced
Ifrah Financial Services, Inc.1,691$274.8K0.07%−44−2.5%Reduced
Bennett Associates Wealth Management1,689$274.4K0.18%+229+15.7%Added
AE Wealth Management LLC1,688$274.4K0.00%+273+19.3%Added
MBE Wealth Management, LLC1,688$274.2K0.11%+177+11.7%Added
Burton Enright Welch1,681$273.1K0.04%+1,681New
Canada Post Corp Registered Pension Plan1,680$273.0K0.01%−890−34.6%Reduced
We Are One Seven, LLC1,667$270.9K0.01%+73+4.6%Added
Resources Investment Advisors, LLC.1,667$270.8K0.00%−651−28.1%Reduced
Pallas Capital Advisors LLC1,656$269.1K0.01%+1,656New
Mystic Asset Management, Inc.1,646$267.4K0.06%00.0%Unchanged
Fiduciary Family Office, LLC1,642$266.8K0.08%−683−29.4%Reduced
Empire Financial Management Company, LLC1,624$264.0K0.06%00.0%Unchanged
Eastern Bank1,619$263.1K0.00%−22−1.3%Reduced
Astoria Portfolio Advisors LLC.1,668$260.9K0.06%+251+17.7%Added
Arcadia Investment Management Corp1,600$260.0K0.04%00.0%Unchanged
LVW Advisors, LLC1,594$259.0K0.03%−2,465−60.7%Reduced
TownSquare Capital, LLC1,590$258.4K0.06%−2,032−56.1%Reduced
Icon Wealth Advisors, LLC1,605$258.0K0.02%−1,875−53.9%Reduced
Central Trust Co1,585$257.5K0.01%−161−9.2%Reduced
Tema ETFs LLC1,566$254.4K0.02%+7+0.4%Added
Prestige Wealth Management Group LLC1,554$254.0K0.05%00.0%Unchanged
Washington Trust Bank1,560$253.5K0.02%00.0%Unchanged
Gilbert & Cook, Inc.1,555$252.7K0.03%+26+1.7%Added
Pinnacle Wealth Planning Services, Inc.1,555$252.6K0.03%+269+20.9%Added
Private Trust Co NA1,554$252.5K0.02%−22−1.4%Reduced
Centiva Capital, LP1,552$252.2K0.01%+1,552New
Advisors Capital Management, LLC1,547$251.4K0.00%−91−5.6%Reduced
Campion Asset Management LLC1,544$250.9K0.17%−21−1.3%Reduced
Sound View Wealth Advisors Group, LLC1,544$250.9K0.02%−3−0.2%Reduced
Advyzon Investment Management, LLC1,541$250.3K0.02%+118+8.3%Added
Erste Asset Management GmbH1,530$250.1K0.00%−17,190−91.8%Reduced
Clark Financial Services Group Inc1,539$250.1K0.14%+105+7.3%Added
Integrated Quantitative Investments LLC1,537$249.7K0.05%−3,824−71.3%Reduced
Legato Capital Management LLC1,537$249.7K0.02%00.0%Unchanged
Manning & Napier Advisors LLC1,517$247.9K0.00%+1,517New
Pinnacle Wealth Management Advisory Group, LLC1,517$246.5K0.02%−25−1.6%Reduced
Prana Capital Management, LP1,513$245.8K0.01%+1,513New
Dynamic Advisor Solutions LLC1,508$245.0K0.01%+182+13.7%Added
SHP Wealth Management1,507$244.9K0.02%+3+0.2%Added
Shore Point Advisors, LLC1,504$244.4K0.10%00.0%Unchanged
Anchor Investment Management, LLC1,500$243.7K0.02%00.0%Unchanged
DV Trading LLC1,500$243.7K0.02%+1,400+1,400.0%Added
Optas, LLC1,487$241.6K0.04%−390−20.8%Reduced
Stonehearth Capital Management, LLC1,480$240.5K0.10%00.0%Unchanged
Apella Capital, LLC1,472$239.8K0.00%+25+1.7%Added
Snowden Capital Advisors LLC1,465$239.5K0.01%−642−30.5%Reduced
Kastel Capital Advisors, LLC1,067$238.1K0.15%00.0%Unchanged
Ipswich Investment Management Co., Inc.1,465$238.0K0.06%00.0%Unchanged
J.W. Cole Advisors, Inc.1,459$237.1K0.01%−183−11.1%Reduced
GeoWealth Management, LLC1,459$237.0K0.01%+346+31.1%Added
Advisor OS, LLC1,443$234.5K0.02%+190+15.2%Added
AlphaCore Capital LLC1,431$233.6K0.01%−197−12.1%Reduced
Calamos Advisors LLC1,435$233.2K0.00%+1,435New
Calamos Wealth Management LLC1,435$233.2K0.01%+1,435New
National Wealth Management Group, LLC1,434$233.0K0.09%−59−4.0%Reduced
Safe Harbor Fiduciary, LLC1,434$233.0K0.22%+138+10.6%Added
OpenArc Corporate Advisory, LLC1,420$230.7K0.00%+1,420New
Radnor Capital Management, LLC1,407$228.6K0.03%00.0%Unchanged
Diversify Wealth Management, LLC1,417$227.8K0.00%+1,417New
Navigation Group, LLC1,400$227.5K0.05%+1,400New
Traphagen Investment Advisors LLC1,395$226.6K0.02%+1+0.1%Added
Fragasso Group Inc.1,393$226.4K0.01%+423+43.6%Added
Parallel Advisors, LLC1,386$225.3K0.00%+295+27.0%Added
Krilogy Financial LLC1,375$223.3K0.01%+1,375New
Journey Strategic Wealth LLC1,372$222.9K0.01%+1,372New
Atlas Brown,Inc.1,370$222.6K0.07%+6+0.4%Added
Frec Markets, Inc.1,365$221.8K0.04%+1,365New
Voya Financial Advisors, Inc.1,393$219.3K0.02%−156−10.1%Reduced
CWA Asset Management Group, LLC1,349$219.2K0.01%−238−15.0%Reduced
LaSalle St. Investment Advisors, LLC1,342$218.1K0.03%−28−2.0%Reduced
Diversified Trust Co1,342$218.0K0.00%−452−25.2%Reduced
Atom Investors LP1,342$218.0K0.02%+1,342New
Ameritas Investment Partners, Inc.1,334$216.8K0.01%+1+0.1%Added
Winton Group Ltd1,328$215.8K0.01%+1,328New
Trust Point Inc.1,315$213.7K0.02%−275−17.3%Reduced
Portside Wealth Group, LLC1,308$212.5K0.03%−367−21.9%Reduced
Umb Bank N A1,308$212.5K0.00%+110+9.2%Added
Hall Laurie J Trustee1,300$211.2K0.07%−100−7.1%Reduced
Penobscot Investment Management Company, Inc.1,299$211.1K0.02%00.0%Unchanged