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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
Osterweis Capital Management Inc––––Not filed
NBH Bank––––Not filed
Hillsdale Investment Management Inc.––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Minot DeBlois Advisors LLC––––Not filed
Valued Wealth Advisors LLC––––Not filed
WPG Advisers, LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
Mascoma Wealth Management LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Meramec Financial Planners, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Richardson Capital Management LLC––––Not filed
Wolff Wiese Magana LLC––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
Stance Capital LLC––––Not filed
Asset Planning,Inc––––Not filed
Lloyd Advisory Services, LLC.––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Cornerstone Planning Group LLC––––Not filed
E Fund Management (Hong Kong) Co., Ltd.––––Not filed
Fulcrum Asset Management LLP––––Not filed
Private Wealth Management Group, LLC––––Not filed
Leo H. Evart, Inc.––––Not filed
Gill Capital Partners, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Capital Analysts, LLC––––Not filed
Meeder Asset Management Inc––––Not filed
SJS Investment Consulting Inc.––––Not filed
Farmers & Merchants Investments Inc––––Not filed
S&T Bank––––Not filed
Tower Trust & Investment Co––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Truvestments Capital LLC––––Not filed
Graney & King, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
First Horizon Corp––––Not filed
Highline Wealth Partners LLC––––Not filed
MTM Investment Management, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Quarry LP––––Not filed
Avion Wealth––––Not filed
Coston, McIsaac & Partners––––Not filed
Rossby Financial, LCC––––Not filed
Bare Financial Services, Inc––––Not filed
Fortis Group Advisors, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Hallmark Capital Management Inc––––Not filed
West Branch Capital LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Burnham & Co LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
Rational Advisors LLC––––Not filed
Virginia Estate & Retirement Planning Advisors Inc.––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Advocate Investing Services LLC––––Not filed
Strive Financial Group ,LLC––––Not filed
Frazier Financial Advisors, LLC––––Not filed
Addison Advisors LLC––––Not filed
CBIZ Investment Advisory Services, LLC––––Not filed
Kingdom Financial Group LLC.––––Not filed
Kilter Group LLC––––Not filed
Ares Financial Consulting, LLC––––Not filed
First Command Advisory Services, Inc.––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Clear Street Markets LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
JPL Wealth Management, LLC––––Not filed
Rialto Wealth Management, LLC––––Not filed
Sunrise Financial Services, LLC––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Quest 10 Wealth Builders, Inc.––––Not filed
Seneschal Advisors, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Gables Capital Management Inc.––––Not filed
Sachetta, LLC––––Not filed
Johnson Financial Group, Inc.––––Not filed
J.Safra Asset Management Corp––––Not filed
UMA Financial Services, Inc.––––Not filed
Godsey & Gibb Associates––––Not filed
MJT & Associates Financial Advisory Group, Inc.––––Not filed
Solstein Capital, LLC––––Not filed
Burk Holdings LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Creative Capital Management Investments LLC––––Not filed
Basepoint Wealth LLC––––Not filed
Corsicana & Co.––––Not filed
Westside Investment Management, Inc.––––Not filed
Triumph Capital Management––––Not filed
Davis Capital Management––––Not filed
Dunhill Financial, LLC––––Not filed
NVWM, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
Grove Bank & Trust––––Not filed