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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
ABLE Financial Group, LLC––––Not filed
Storgate, LLC––––Not filed
Mission Wealth Management, LP––––Not filed
Childress Capital Advisors, LLC––––Not filed
Paladin Partners, LLC––––Not filed
Mutual Advisors, LLC––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
Ellevest, Inc.––––Not filed
Wealth Advisors of Tampa Bay, LLC––––Not filed
Wedmont Private Capital––––Not filed
Balyasny Asset Management LLC––––Not filed
Patriot Financial Group Insurance Agency, LLC––––Not filed
Signaturefd, LLC––––Not filed
Kidder Stephen W––––Not filed
Hudson Bay Capital Management LP––––Not filed
Ballentine Partners, LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Simplex Trading, LLC––––Not filed
Everence Capital Management Inc––––Not filed
Abel Hall, LLC––––Not filed
Plato Investment Management Ltd––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Private Trust Co NA––––Not filed
Crestwood Advisors Group LLC––––Not filed
Tobam––––Not filed
Impact Partnership Wealth, LLC––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Eukles Asset Management––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Kovitz Investment Group Partners, LLC––––Not filed
Advisor OS, LLC––––Not filed
Sompo Asset Management Co., Ltd.––––Not filed
Vontobel Holding Ltd.––––Not filed
WealthTrust Axiom LLC––––Not filed
Allworth Financial LP––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
MCF Advisors LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Clarus Group, Inc.––––Not filed
Tema ETFs LLC––––Not filed
Aigen Investment Management, LP––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Financial Planning Hawaii, Inc.––––Not filed
Mirabella Financial Services LLP––––Not filed
Optimize Financial Inc––––Not filed
Sound Capital Solutions LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
Segment Wealth Management, LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Buckingham Strategic Partners––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Argent Trust Co––––Not filed
SeaBridge Investment Advisors LLC––––Not filed
Prudential PLC––––Not filed
GWN Securities Inc.––––Not filed
iA Global Asset Management Inc.––––Not filed
StoneX Group Inc.––––Not filed
Second Line Capital, LLC––––Not filed
Exchange Bank––––Not filed
Azzad Asset Management Inc––––Not filed
Huntington National Bank––––Not filed
MONECO Advisors, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Oppenheimer & Co Inc––––Not filed
Counterpoint Mutual Funds LLC––––Not filed
Miracle Mile Advisors, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Chicago Trust Co NA––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Baker Ellis Asset Management LLC––––Not filed
Heritage Wealth Advisors––––Not filed
Compass Ion Advisors, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
IFP Advisors, Inc––––Not filed
Premier Path Wealth Partners, LLC––––Not filed
Triangle Securities Wealth Management––––Not filed
Sowell Financial Services LLC––––Not filed
RiverFront Investment Group, LLC––––Not filed
Blueshift Asset Management, LLC––––Not filed
Zevenbergen Capital Investments LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Change Path, LLC––––Not filed
Polymer Capital Management (US) LLC––––Not filed
United Advisor Group, LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
R Squared Ltd––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
E6 Portfolios, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Leeward Financial Partners, LLC––––Not filed
Strategy Asset Managers LLC––––Not filed
Kera Capital Partners, Inc.––––Not filed
GeoWealth Management, LLC––––Not filed
Caitlin John, LLC––––Not filed