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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 2 sales; 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
8
+1 vs. Q2 2026
Shares held
516.7K
−14.7K (−2.8%) vs. Q2 2026
Total value
$83.2M
+$10.5M (+14.4%) vs. Q2 2026
New holders
1
5 more added
Sold out
0
2 more reduced

1,016 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
Brookstone Capital Management––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Groupama Asset Managment––––Not filed
TCW Group Inc––––Not filed
Dividend Assets Capital, LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
IFG Advisory, LLC––––Not filed
Wakefield Asset Management LLLP––––Not filed
Claret Asset Management Corp––––Not filed
Spire Wealth Management––––Not filed
denkapparat Operations GmbH––––Not filed
Congress Asset Management Co––––Not filed
Guardian Wealth Management, Inc.––––Not filed
Xxi Wealth, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Independence Bank of Kentucky––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Aberdeen Wealth Management LLC––––Not filed
Marco Investment Management LLC––––Not filed
Bennett Associates Wealth Management––––Not filed
Forza Wealth Management, LLC––––Not filed
Waterloo Capital, L.P.––––Not filed
Camden Capital, LLC––––Not filed
Baron Wealth Management LLC––––Not filed
McMillan Office, Inc.––––Not filed
Bridges Investment Management Inc––––Not filed
Redmond Asset Management, LLC––––Not filed
Prosperity Advisers, LLC––––Not filed
Diversified Trust Co––––Not filed
Astoria Portfolio Advisors LLC.––––Not filed
Sax Wealth Advisors, LLC––––Not filed
Tranquilli Financial Advisor LLC––––Not filed
Clark Capital Management Group, Inc.––––Not filed
Parallel Advisors, LLC––––Not filed
Krilogy Financial LLC––––Not filed
Qtron Investments LLC––––Not filed
Ifrah Financial Services, Inc.––––Not filed
Semanteon Capital Management, LP––––Not filed
Catalyst Financial Partners LLC––––Not filed
Burton Enright Welch––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
RMB Capital Management, LLC––––Not filed
Snowden Capital Advisors LLC––––Not filed
Chancellor Financial Group WB LP––––Not filed
Mystic Asset Management, Inc.––––Not filed
Sigma Planning Corp––––Not filed
Apella Capital, LLC––––Not filed
Capstone Investment Advisors, LLC––––Not filed
Fisher Asset Management, LLC––––Not filed
Arkadios Wealth Advisors––––Not filed
Lionhunter Capital Management, LLC––––Not filed
Evolve Private Wealth, LLC––––Not filed
Fragasso Group Inc.––––Not filed
Icon Wealth Advisors, LLC––––Not filed
J. Safra Sarasin Holding AG––––Not filed
NewEdge Wealth, LLC––––Not filed
Advyzon Investment Management, LLC––––Not filed
Gilbert & Cook, Inc.––––Not filed
Prestige Wealth Management Group LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Washington Trust Bank––––Not filed
Great Lakes Advisors, LLC––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
AE Wealth Management LLC––––Not filed
SHP Wealth Management––––Not filed
Campion Asset Management LLC––––Not filed
Clark Financial Services Group Inc––––Not filed
Stevens Capital Management LP––––Not filed
Shore Point Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
CTC Alternative Strategies, Ltd.––––Not filed
Rasp Wealth Solutions, LLC––––Not filed
PCM Encore, LLC––––Not filed
Innovative Asset Advisors Group, LLC––––Not filed
Kennebec Savings Bank––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Central Trust Co––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Manning & Napier Advisors LLC––––Not filed
Umb Bank N A––––Not filed
Federated Hermes, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
Anchor Investment Management, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Key Financial Inc––––Not filed
Hanson & Doremus Investment Management––––Not filed
Clearstead Advisors, LLC––––Not filed
Caldwell Trust Co––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
Park Place Capital Corp––––Not filed
Smartleaf Asset Management LLC––––Not filed
Washington Trust Advisors, Inc.––––Not filed