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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, Q3 2026

Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
+1 vs. Q2 2026
Shares held
510.6K
−15.2K (−2.9%) vs. Q2 2026
Total value
$82.3M
+$10.3M (+14.2%) vs. Q2 2026
New holders
1
2 more added
Sold out
0
2 more reduced

1,019 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2026.

Institutions holding BR in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Pointe Advisors, LLC––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Crawford Investment Counsel Inc––––Not filed
Ostrum Asset Management––––Not filed
Brinker Capital Investments, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Guardian Wealth Advisors, LLC––––Not filed
V-Square Quantitative Management LLC––––Not filed
Lee Financial Co––––Not filed
Western Wealth Management, LLC––––Not filed
Vident Advisory, LLC––––Not filed
Vanguard National Trust Co––––Not filed
Vestcor Inc––––Not filed
111 Capital––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Keybank National Association––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Biltmore Family Office, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Logan Capital Management Inc––––Not filed
TCTC Holdings, LLC––––Not filed
Allstate Corp––––Not filed
Brighton Jones LLC––––Not filed
Morningstar Investment Management LLC––––Not filed
Gen-Wealth Partners Inc––––Not filed
Jmac Enterprises LLC––––Not filed
Oxford Asset Management LLP––––Not filed
Glenmede Trust Co NA––––Not filed
NBC Securities, Inc.––––Not filed
ISAM Funds (UK) Ltd––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Wellington Grp LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
PFG Investments, LLC––––Not filed
MUFG Securities EMEA plc––––Not filed
Bullock Wealth Management Group––––Not filed
Lecap Asset Management Ltd––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Savant Capital, LLC––––Not filed
Syon Capital LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
SNS Financial Group, LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Inceptionr LLC––––Not filed
Twin Capital Management Inc––––Not filed
Empirical Finance, LLC––––Not filed
Ancora Advisors, LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Quadrant Capital Group LLC––––Not filed
Bank Ozk––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Raiffeisen Bank International AG––––Not filed
Martingale Asset Management L P––––Not filed
Park Avenue Securities LLC––––Not filed
Welch & Forbes LLC––––Not filed
DT Investment Partners, LLC––––Not filed
Bradley Foster & Sargent Inc––––Not filed
Henshaw Capital LLC––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Turtle Creek Wealth Advisors, LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Buckhead Capital Management LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Accredited Investors Inc.––––Not filed
Cynosure Management, LLC––––Not filed
SummitTX Capital, L.P.––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Ci Investments Inc.––––Not filed
Confluence Wealth Services, Inc.––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
Ritholtz Wealth Management––––Not filed
MUFG Securities Americas Inc.––––Not filed
Gallacher Capital Management LLC––––Not filed
Sterling Capital Management LLC––––Not filed
North Dakota State Investment Board––––Not filed
CAPROCK Group, Inc.––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Silvercrest Asset Management Group LLC––––Not filed
Applied Finance Capital Management, LLC––––Not filed
D.B. Root & Company, LLC––––Not filed
East Coast Asset Management, LLC.––––Not filed
CSS LLC––––Not filed
CWS Financial Advisors, LLC––––Not filed
Securian Asset Management, Inc––––Not filed
Graham Capital Management, L.P.––––Not filed
Brevan Howard Capital Management LP––––Not filed
Legacy Capital Wealth Partners, LLC––––Not filed
Smallwood Wealth Investment Management, LLC––––Not filed
Independent Advisor Alliance––––Not filed
Atlas Legacy Advisors, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Unique Wealth Strategies, LLC––––Not filed
Veritas Investment Partners (UK) Ltd.––––Not filed
ABLE Financial Group, LLC––––Not filed
Storgate, LLC––––Not filed
Mission Wealth Management, LP––––Not filed