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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

1,085 managers (1,112 13F filers) reported a position in BR shares at 2025-03-31, 105,284,251 shares in all. 112 filers opened a position and 53 filers sold out during the quarter.

Managers
1,085
13F filers
1,112
New
112
Added
391
Reduced
411
Sold out
53
Shares held by filers
105,284,251

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MURRAY EILEEN Kdirector2026-10-05+18 A$0Form 4
MURRAY EILEEN Kdirector2026-10-05+20 A$0Form 4
Zavery Amitdirector2026-10-05+27 A$0Form 4
Zavery Amitdirector2026-10-05+34 A$0Form 4
Mosconi Patricia Anndirector2026-10-05+1 A$0Form 4
Mosconi Patricia Anndirector2026-10-05+2 A$0Form 4
Nazareth Annette L.director2026-10-05+18 A$0Form 4
Nazareth Annette L.director2026-10-05+22 A$0Form 4
Markus Maura A.director2026-10-05+37 A$0Form 4
Markus Maura A.director2026-10-05+100 A$0Form 4
FLOWERS MELVIN Ldirector2026-10-05+18 A$0Form 4
Duelks Robert Ndirector2026-10-05+146 A$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hilton Capital Management, LLC7,457$1.81M0.15%-62713F-HRTimeline
Knollwood Investment Advisory, LLC7,385$1.79M0.2%013F-HRTimeline
First National Trust Co7,200$1.75M0.07%-6,83913F-HRTimeline
BOYAR ASSET MANAGEMENT INC.7,181$1.74M1.26%013F-HRTimeline
WHITTIER TRUST CO7,134$1.73M0.02%-5,35613F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO7,124$1.73M0.06%-7413F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,056$1.71M0.02%-69613F-HRTimeline
Trueblood Wealth Management, LLC7,030$1.7M0.79%+18613F-HRTimeline
Prescott Group Capital Management, L.L.…7,000$1.7M0.25%013F-HRTimeline
EFG Private Wealth Management (Americas…6,995$1.7M0.34%-3613F-HRTimeline
Gulf International Bank (UK) Ltd6,984$1.69M0.06%-2,24513F-HRTimeline
Welch & Forbes LLC6,912$1.68M0.02%013F-HRTimeline
NEOS Investment Management LLC6,885$1.67M0.03%+1,25313F-HRTimeline
Kesler, Norman & Wride, LLC6,825$1.66M0.31%+17113F-HRTimeline
&PARTNERS6,821$1.62M0.02%-22313F-HRTimeline
Dynasty Wealth Management, LLC6,614$1.6M0.03%-18113F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC6,599$1.6M0.02%+4,29213F-HRTimeline
Nicholson Wealth Management Group, LLC6,559$1.59M1.04%+26813F-HRTimeline
Caprock Group, LLC6,476$1.58M0.05%+2,26813F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The6,443$1.56M0.03%+90013F-HRTimelineGroup
Simplicity Wealth,LLC6,403$1.55M0.12%new13F-HRTimeline
Railway Pension Investments Ltd6,400$1.55M0.02%new13F-HRTimeline
LECAP ASSET MANAGEMENT LTD6,355$1.54M0.36%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC6,313$1.53M0.32%-43513F-HRTimeline
Louisiana State Employees Retirement Sy…6,300$1.53M0.03%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,257$1.52M0.05%+10013F-HRTimeline
Henshaw Capital LLC6,234$1.51M0.07%+2413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,214$1.48M<0.01%+413F-HR/ATimelineGroup
CAXTON ASSOCIATES LLP6,116$1.48M0.05%13F-HRTimeline
Mirabaud Asset Management Ltd6,193$1.47M0.77%-2,41413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,047$1.47M0.05%+6813F-HRTimelineGroup
PDT Partners, LLC6,037$1.46M0.1%-313F-HRTimeline
EP Wealth Advisors, LLC5,972$1.45M0.01%+813F-HRTimeline
Koshinski Asset Management, Inc.5,943$1.44M0.12%+15313F-HRTimeline
Cannell & Spears LLC5,872$1.42M0.03%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,849$1.42M<0.01%+1,21313F-HRTimelineGroup
Bluespring Wealth Management, LLC5,775$1.41M0.14%-33913F-HRTimeline
LANARK FINANCIAL, INC.5,796$1.41M0.12%+5,79113F-HRTimeline
Summit Financial, LLC5,749$1.39M0.04%+47713F-HRTimeline
Bullock Wealth Management Group5,688$1.39M0.78%-18113F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC5,731$1.39M0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,614$1.37M<0.01%-20513F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT5,649$1.37M0.07%-2,09813F-HRTimeline
CENTAURUS FINANCIAL, INC.5,591$1.36M0.08%-65113F-HRTimeline
Aigen Investment Management, LP5,572$1.35M0.22%new13F-HRTimeline
Callan Family Office, LLC5,503$1.33M0.1%-313F-HRTimeline
Maryland State Retirement & Pension Sys…5,473$1.33M0.03%-77913F-HRTimeline
E. Ohman J:or Asset Management AB5,450$1.32M0.04%013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,450$1.32M0.05%-10013F-HRTimeline
Catalyst Capital Advisors LLC5,352$1.3M0.03%+26013F-HRTimeline
HB Wealth Management, LLC5,206$1.26M0.01%+2,24913F-HRTimeline
Tributary Capital Management, LLC5,205$1.26M0.11%+20213F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …5,198$1.26M0.02%-5613F-HRTimelineGroup
Prospera Financial Services Inc5,131$1.24M0.03%-4413F-HRTimeline
Geneos Wealth Management Inc.5,129$1.24M0.02%+3,55313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,102$1.24M0.04%-54013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,084$1.23M0.01%+14113F-HRTimeline
Oak Thistle LLC5,084$1.23M0.25%-40513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,034$1.22M0.02%+1,83513F-HRTimelineGroup
Lord & Richards Wealth Management, LLC4,998$1.21M1.37%+2,61513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,973$1.21M0.01%+1,41813F-HR/ATimelineGroup
ALLSTATE CORPin group ALLSTATE CORP4,971$1.21M0.04%+1,38113F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,969$1.21M0.01%+74413F-HRTimelineGroup
TWINBEECH CAPITAL LP4,940$1.2M0.02%new13F-HRTimeline
HighPoint Advisor Group LLC4,956$1.19M0.07%+11813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,842$1.17M0.05%-4,70213F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS4,793$1.16M0.06%13F-HRTimeline
Compound Planning, Inc.4,780$1.16M0.05%+67613F-HRTimeline
GREAT LAKES ADVISORS, LLC4,752$1.15M0.01%-23,88213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,750$1.15M0.01%-3,63113F-HRTimeline
MONTAG & CALDWELL, LLC4,730$1.15M0.27%013F-HRTimeline
Menard Financial Group LLC4,725$1.1M0.72%+63913F-HRTimeline
LVW Advisors, LLC4,372$1.06M0.13%+40113F-HRTimeline
CHOREO, LLC4,296$1.05M0.02%-50313F-HRTimeline
Eukles Asset Management4,291$1.04M0.46%+61413F-HRTimeline
NewEdge Wealth, LLC4,268$1.03M0.02%-13613F-HRTimeline
PFG Investments, LLC4,238$1.03M0.07%+213F-HRTimeline
OMERS ADMINISTRATION Corp4,225$1.02M0.01%-69913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,186$1.01M0.06%-41413F-HRTimelineGroup
Dakota Wealth Management4,150$1.01M0.02%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,138$1M0.04%+77613F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,095$993K0.4%+8113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,172$992K<0.01%+81913F-HR/ATimelineGroup
GAMMA Investing LLC4,083$990K0.07%+90113F-HR/ATimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,044$981K0.02%-70613F-HRTimelineGroup
Empirical Finance, LLC4,038$979K0.06%+12013F-HRTimeline
Biltmore Family Office, LLC4,015$977K0.17%013F-HRTimeline
BANK OZK4,000$970K0.4%013F-HRTimeline
MorganRosel Wealth Management, LLC4,000$970K0.29%+60213F-HRTimeline
Empowered Funds, LLC3,957$959K0.01%+1,16013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.3,939$955K0.03%+49413F-HRTimelineGroup
Coastal Bridge Advisors, LLC3,929$953K0.09%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC3,914$952K0.04%-613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…3,918$949K0.02%+3,07813F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC3,879$941K<0.01%-38713F-HRTimeline
DT Investment Partners, LLC3,870$938K0.09%-40213F-HRTimeline
MGB Wealth Management, LLC3,877$936K0.34%+10713F-HRTimeline
Union Bancaire Privee, UBP SA3,869$924K0.02%-6,41513F-HRTimeline
Accredited Investors Inc.3,799$921K0.06%+22813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,761$912K0.02%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,757$911K<0.01%+613F-HRTimelineGroup
Cedar Mountain Advisors, LLC3,696$896K0.2%+1413F-HRTimeline
Verition Fund Management LLC3,686$894K0.01%-10,45413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,634$881K0.02%-113F-HRTimeline
Farther Finance Advisors, LLC3,543$867K0.02%+7813F-HRTimeline
Smallwood Wealth Investment Management,…3,574$867K0.55%+1013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,521$854K<0.01%+34713F-HRTimelineGroup
East Coast Asset Management, LLC.3,488$846K0.3%-52513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,479$844K<0.01%-7,59113F-HR/ATimelineGroup
Bridgewater Advisors Inc.3,514$842K0.07%new13F-HRTimeline
ABLE Financial Group, LLC3,465$840K0.24%-5813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,467$840K<0.01%-3,85513F-HRTimelineGroup
Guardian Wealth Management, Inc.3,417$829K0.55%-12013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,381$820K0.01%+18313F-HRTimelineGroup
SRN Advisors, LLC3,330$807K0.91%-10413F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,302$801K0.42%-4013F-HRTimeline
D.B. Root & Company, LLC3,243$786K0.25%-813F-HRTimeline
OneDigital Investment Advisors LLC3,241$786K0.01%+26713F-HRTimeline
Delta Financial Group, Inc.3,328$785K0.18%013F-HRTimeline
United Super Pty Ltd in its capacity as…3,200$776K0.03%-20013F-HRTimeline
IFG Advisory, LLC3,199$776K0.04%+7213F-HRTimeline
Fulton Bank, N.A.3,190$773K0.03%-15613F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd3,190$773K0.09%013F-HRTimeline
Pandora Wealth, Inc.3,175$770K0.51%13F-HRTimeline
Legacy Capital Wealth Partners, LLC3,119$756K0.19%-13113F-HRTimeline
MEYER HANDELMAN CO3,105$753K0.03%-12513F-HRTimeline
Board of the Pension Protection Fund3,100$752K0.86%+2,60013F-HRTimeline
SWMG, LLC3,121$742K0.29%-2913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,956$717K-310Timeline
Kidder Stephen W2,950$715K0.22%013F-HRTimeline
Beaumont Financial Advisors, LLC2,937$712K0.06%+813F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC2,924$709K0.24%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,922$708K0.01%-3613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,914$707K0.02%+13413F-HRTimeline
United Advisor Group, LLC2,913$706K0.14%+10113F-HRTimeline
Plato Investment Management Ltd2,879$706K0.06%013F-HRTimeline
Clarus Group, Inc.2,907$705K0.27%-55313F-HRTimeline
Sepio Capital, LP2,903$704K0.06%-3113F-HRTimeline
Creekmur Asset Management LLC2,842$689K0.14%new13F-HRTimeline
Cresset Asset Management, LLC2,820$686K<0.01%+4913F-HRTimeline
Cyrus J. Lawrence, LLC2,818$683K2.59%-42,97813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,810$681K0.04%013F-HRTimeline
Jacobi Capital Management LLC2,776$673K0.05%+12313F-HRTimeline
UNIQUE WEALTH, LLC2,738$664K0.13%+73013F-HRTimeline
V-Square Quantitative Management LLC2,734$663K0.1%+17913F-HRTimeline
CHICAGO TRUST Co NA2,728$661K0.12%013F-HRTimeline
MATHER GROUP, LLC.2,700$655K0.01%+75213F-HRTimeline
OSSIAM2,690$652K0.01%-55213F-HRTimeline
Gibbs Wealth Management2,682$650K0.16%+66113F-HRTimeline
WealthTrust Axiom LLC2,681$650K0.2%013F-HRTimeline
Venturi Wealth Management, LLC2,678$649K0.03%+13113F-HRTimeline
BHK Investment Advisors, LLC2,671$648K0.27%-4413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,665$646K0.01%+16213F-HRTimelineGroup
Argent Trust Co2,656$644K0.03%013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,606$632K0.34%+98213F-HRTimeline
Ellevest, Inc.2,596$629K0.04%+14213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,596$629K0.04%013F-HRTimeline
Brown Miller Wealth Management, LLC2,567$622K0.22%new13F-HRTimeline
Qtron Investments LLC2,562$621K0.09%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,550$618K0.12%-38713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,544$616K<0.01%+2,10613F-HRTimelineGroup
Ninety One North America, Inc.2,538$615K0.04%-40513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding2,537$615K-264Timeline
Simmons Bankin group Simmons Bank2,531$614K0.05%013F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP2,505$607K0.04%-2913F-HRTimeline
SHUFRO ROSE & CO LLC2,500$606K0.05%013F-HRTimeline
Forza Wealth Management, LLC2,500$606K0.27%-10013F-HRTimeline
Wedmont Private Capital2,609$604K0.03%+60613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,479$603K0.01%-17513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT2,478$601K0.04%-40413F-HRTimeline
Sompo Asset Management Co., Ltd.2,460$596K0.11%-21013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,450$594K0.02%+22813F-HRTimeline
Atlas Legacy Advisors, LLC2,445$593K0.15%-68513F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,438$591K0.04%+4213F-HRTimelineGroup
OmniStar Financial Group, Inc.2,432$590K0.46%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,425$588K0.03%new13F-HRTimeline
Segment Wealth Management, LLC2,371$575K0.04%+12713F-HRTimeline
Mutual Advisors, LLC2,415$574K0.02%+47513F-HRTimeline
Vestcor Inc2,366$574K0.02%+613F-HRTimeline
Baker Avenue Asset Management, LP2,363$573K0.02%-98413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,405$571K0.02%new13F-HRTimelineGroup
SeaBridge Investment Advisors LLC2,344$568K0.12%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,327$566K0.32%+47513F-HRTimeline
Composition Wealth, LLC2,314$561K0.01%-11913F-HRTimeline
Snowden Capital Advisors LLC2,304$561K0.02%-2013F-HRTimeline
Plante Moran Financial Advisors, LLC2,301$558K0.05%-2213F-HRTimeline
BRIGHTON JONES LLC2,291$556K0.02%-27413F-HRTimeline
Leonteq Securities AG2,266$549K0.04%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,254$547K0.01%-3413F-HRTimeline
Exchange Bank2,250$546K0.44%013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…2,245$544K0.1%-2,97213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,209$536K0.02%+25113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,207$535K0.03%-67513F-HRTimeline
Sowell Financial Services LLC2,180$529K0.02%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC2,173$527K0.1%+11713F-HRTimeline
Portside Wealth Group, LLC2,173$527K0.09%+19613F-HR/ATimeline
Court Place Advisors, LLC2,170$526K0.17%-613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,168$526K0.01%+93313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…2,131$517K0.07%-5313F-HRTimeline
Heritage Wealth Advisors2,130$516K0.03%-813F-HRTimeline

Events

  • MURRAY EILEEN K acquired 38 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008290

    Accepted , ingested

  • Mosconi Patricia Ann acquired 3 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008289

    Accepted , ingested

  • Zavery Amit acquired 61 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008292

    Accepted , ingested

  • Nazareth Annette L. acquired 40 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008291

    Accepted , ingested

  • Markus Maura A. acquired 137 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008288

    Accepted , ingested

  • FLOWERS MELVIN L acquired 18 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008287

    Accepted , ingested

  • Duelks Robert N acquired 146 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008286

    Accepted , ingested