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 |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 1,288 | $209.3K | 0.06% | +1,288 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,288 | $209.0K | 0.02% | +169+15.1% | Added |
| Washington Trust Advisors, Inc. | 1,286 | $208.9K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,275 | $208.4K | 0.01% | −233−15.5% | Reduced |
| Fulton Bank, N.A. | 1,281 | $208.1K | 0.01% | +27+2.2% | Added |
| Simplex Trading, LLC | 1,273 | $206.8K | 0.01% | +1,273 | New |
| Oxford Asset Management LLP | 1,272 | $206.7K | 0.08% | +1,272 | New |
| Hamilton Capital Partners Inc. | 1,270 | $206.3K | 0.01% | +510+67.1% | Added |
| Tranquilli Financial Advisor LLC | 1,247 | $202.6K | 0.12% | +1,247 | New |
| Hunter Perkins Capital Management, LLC | 1,236 | $202.0K | 0.05% | +1,236 | New |
| PCM Encore, LLC | 1,242 | $201.9K | 0.04% | +33+2.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,241 | $201.6K | 0.04% | +645+108.2% | Added |
| Sym Financial Corp | 1,237 | $201.0K | 0.02% | +1,237 | New |
| McAdam, LLC | 1,233 | $200.3K | 0.01% | +211+20.6% | Added |
| Greykasell Wealth Strategies, Inc. | 1,205 | $195.8K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,150 | $187.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,145 | $186.0K | 0.01% | −473−29.2% | Reduced |
| Sterling Capital Management LLC | 1,117 | $181.5K | 0.00% | −272−19.6% | Reduced |
| Key Financial Inc | 1,117 | $181.5K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,042 | $169.3K | 0.00% | −48−4.4% | Reduced |
| Colonial Trust Co | 973 | $158.1K | 0.02% | −90−8.5% | Reduced |
| MidFirst Bank | 955 | $155.2K | 0.01% | +347+57.1% | Added |
| Resources Management Corp | 930 | $151.0K | 0.02% | −385−29.3% | Reduced |
| Ancora Advisors, LLC | 885 | $143.8K | 0.00% | +507+134.1% | Added |
| Edmond de Rothschild Holding S.A. | 882 | $143.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 870 | $142.2K | 0.01% | −177−16.9% | Reduced |
| Ronald Blue Trust, Inc. | 872 | $141.7K | 0.00% | −387−30.7% | Reduced |
| RWM Asset Management, LLC | 842 | $136.8K | 0.01% | +842 | New |
| FIL Ltd | 827 | $134.4K | 0.00% | +827 | New |
| Quarry LP | 807 | $131.1K | 0.03% | +387+92.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $128.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 783 | $127.2K | 0.04% | +18+2.4% | Added |
| Ninety One North America, Inc. | 770 | $125.1K | 0.01% | −451−36.9% | Reduced |
| Toth Financial Advisory Corp | 770 | $125.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 776 | $124.1K | 0.00% | +263+51.3% | Added |
| Bartlett & Co. Wealth Management LLC | 794 | $122.2K | 0.00% | −9−1.1% | Reduced |
| State of Wyoming | 706 | $114.7K | 0.01% | +91+14.8% | Added |
| Broadwater Capital Management LLC | 500 | $111.6K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 672 | $109.2K | 0.00% | −36−5.1% | Reduced |
| Penserra Capital Management LLC | 661 | $106.0K | 0.00% | +21+3.3% | Added |
| S.A. Mason LLC | 650 | $105.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 646 | $105.0K | 0.01% | −195−23.2% | Reduced |
| Geneos Wealth Management Inc. | 646 | $105.0K | 0.00% | −4,161−86.6% | Reduced |
| Leonteq Securities AG | 615 | $99.9K | 0.01% | −1,455−70.3% | Reduced |
| Banque Cantonale Vaudoise | 607 | $99.0K | 0.00% | +607 | New |
| Kennebec Savings Bank | 600 | $97.5K | 0.09% | 00.0% | Unchanged |
| Bayban | 600 | $97.5K | 0.08% | +600 | New |
| LFA - Lugano Financial Advisors SA | 594 | $96.5K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 575 | $93.5K | 0.00% | −16−2.7% | Reduced |
| Basecamp Wealth Advisors LLC | 554 | $90.0K | 0.02% | +7+1.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 550 | $89.4K | 0.01% | −71−11.4% | Reduced |
| Quent Capital, LLC | 523 | $85.1K | 0.01% | −37−6.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 502 | $81.9K | 0.05% | +502 | New |
| Cary Street Partners Financial LLC | 491 | $79.8K | 0.00% | −237−32.6% | Reduced |
| Chilton Capital Management LLC | 482 | $78.3K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 480 | $78.0K | 0.00% | +480 | New |
| DHJJ Financial Advisors, Ltd. | 478 | $77.7K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 464 | $75.4K | 0.03% | +382+465.9% | Added |
| Trust Co of Toledo NA | 451 | $73.3K | 0.01% | +1+0.2% | Added |
| Atlantic Trust, LLC | 445 | $72.3K | 0.01% | −71−13.8% | Reduced |
| Corient IA LLC | 440 | $71.5K | 0.07% | +440 | New |
| Acadian Asset Management LLC | 438 | $71.0K | 0.00% | −48−9.9% | Reduced |
| AdvisorNet Financial, Inc | 420 | $68.2K | 0.00% | −16−3.7% | Reduced |
| Armstrong Advisory Group, Inc | 414 | $67.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 403 | $65.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 402 | $65.3K | 0.02% | +300+294.1% | Added |
| Capital Advisors, Ltd. LLC | 394 | $64.0K | 0.01% | −27−6.4% | Reduced |
| Financial Network Wealth Advisors LLC | 390 | $63.4K | 0.06% | −40−9.3% | Reduced |
| True Wealth Design, LLC | 375 | $60.9K | 0.02% | +309+468.2% | Added |
| First Command Advisory Services, Inc. | 372 | $60.6K | 0.00% | −53−12.5% | Reduced |
| Cromwell Holdings LLC | 367 | $60.0K | 0.03% | +10+2.8% | Added |
| South State Corp. | 367 | $59.6K | 0.00% | +4+1.1% | Added |
| SJS Investment Consulting Inc. | 359 | $58.3K | 0.01% | +343+2,143.8% | Added |
| Opal Wealth Advisors, LLC | 358 | $58.2K | 0.01% | +358 | New |
| Pinnacle Bancorp, Inc. | 354 | $57.5K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 354 | $57.5K | 0.02% | +30+9.3% | Added |
| MV Capital Management, Inc. | 347 | $56.4K | 0.01% | +50+16.8% | Added |
| Stephenson National Bank & Trust | 328 | $53.3K | 0.02% | −167−33.7% | Reduced |
| Global X Japan Co., Ltd. | 323 | $52.5K | 0.00% | −127−28.2% | Reduced |
| SBI Securities Co., Ltd. | 323 | $52.5K | 0.00% | +12+3.9% | Added |
| Covestor Ltd | 319 | $52.0K | 0.04% | −181−36.2% | Reduced |
| Onefund, LLC | 322 | $51.5K | 0.03% | −17−5.0% | Reduced |
| HM Payson & Co | 310 | $50.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $49.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $48.7K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 290 | $47.1K | 0.02% | +15+5.5% | Added |
| REAP Financial Group, LLC | 265 | $43.1K | 0.01% | +62+30.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $42.7K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 259 | $42.1K | 0.03% | +57+28.2% | Added |
| Webster Bank, N. A. | 258 | $41.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 253 | $41.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 251 | $40.8K | 0.00% | +131+109.2% | Added |
| Bangor Savings Bank | 250 | $40.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 242 | $39.3K | 0.01% | +242 | New |
| Plante Moran Financial Advisors, LLC | 236 | $38.4K | 0.00% | −125−34.6% | Reduced |
| Root Financial Partners, LLC | 231 | $37.5K | 0.00% | −26−10.1% | Reduced |
| NorthAvenue LLC | 229 | $37.2K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $36.8K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 220 | $35.7K | 0.03% | +220 | New |