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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

1,030 managers (1,064 13F filers) reported a position in BR shares at 2026-03-31, 109,511,294 shares in all. 113 filers opened a position and 191 filers sold out during the quarter.

Managers
1,030
13F filers
1,064
New
113
Added
441
Reduced
318
Sold out
191
Shares held by filers
109,511,294

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lantz Financial LLC8,807$1.43M0.3%-38813F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI8,700$1.41M0.01%013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich8,611$1.41M<0.01%-7,51313F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,636$1.4M0.18%+16313F-HRTimeline
Lee Financial Co8,613$1.4M0.2%+1,16713F-HRTimeline
Farther Finance Advisors, LLC8,741$1.4M0.01%+3,16913F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The8,428$1.37M0.02%+2013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.8,268$1.35M0.06%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC8,304$1.35M0.01%+57613F-HRTimelineGroup
Generali Asset Management SPA SGR8,234$1.34M0.03%-8,60113F-HRTimeline
BRIGHTON JONES LLC8,195$1.33M0.03%new13F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,181$1.33M<0.01%+1,31013F-HRTimelineGroup
Kesler, Norman & Wride, LLC8,156$1.33M0.23%+1,06713F-HRTimeline
SummitTX Capital, L.P.8,153$1.32M0.04%new13F-HRTimeline
Nicholson Wealth Management Group, LLC8,045$1.31M0.76%+51013F-HRTimeline
Wealthfront Advisers LLC8,039$1.31M<0.01%-6,32713F-HRTimeline
Simplicity Wealth,LLC7,926$1.29M0.07%+1,50613F-HRTimeline
Kepler Cheuvreux (Suisse) SA7,913$1.29M0.09%-5,41113F-HRTimeline
HUB Investment Partners, LLC7,888$1.28M0.03%-59313F-HRTimeline
Bridgefront Capital, LLC7,798$1.27M0.31%new13F-HRTimeline
GREENLEAF TRUST7,741$1.26M0.01%-2,16013F-HRTimeline
Koshinski Asset Management, Inc.7,677$1.25M0.08%+83913F-HRTimeline
Rafferty Asset Management, LLC7,599$1.23M0.01%-2,80013F-HRTimeline
Sentry LLC7,388$1.2M0.38%-56013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …7,368$1.2M<0.01%new13F-HRTimelineGroup
World Investment Advisors7,355$1.2M0.02%+2,25713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,345$1.19M0.01%-813F-HRTimeline
Knollwood Investment Advisory, LLC7,343$1.19M0.12%013F-HRTimeline
1832 Asset Management L.P.7,274$1.18M<0.01%-32013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI7,255$1.18M0.02%+2,48313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,660$1.18M0.01%+1,22813F-HRTimelineGroup
First National Trust Co7,200$1.17M0.04%-113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,190$1.17M0.02%013F-HRTimelineGroup
Sierra Legacy Group7,176$1.17M0.89%+5,17613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,124$1.16M0.01%+1,78113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,099$1.15M<0.01%new13F-HRTimelineGroup
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC7,058$1.15M0.03%-1,44113F-HRTimelineGroup
WHITTIER TRUST CO7,057$1.15M0.01%-28813F-HRTimeline
BOYAR ASSET MANAGEMENT INC.7,053$1.15M0.65%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,046$1.15M<0.01%+18413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC7,019$1.14M0.01%-13913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…6,928$1.13M0.03%+78713F-HRTimelineGroup
Copeland Capital Management, LLC6,921$1.12M0.03%+59013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS6,789$1.1M0.01%+59613F-HRTimelineGroup
iA Global Asset Management Inc.6,662$1.08M0.02%+3,05413F-HRTimeline
Vestcor Inc6,655$1.08M0.03%+1,54313F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO6,622$1.08M0.03%-18213F-HRTimeline
Trueblood Wealth Management, LLC6,559$1.07M0.42%-17313F-HRTimeline
GAMMA Investing LLC6,530$1.06M0.05%+1,33413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,439$1.05M0.01%+2,00313F-HRTimelineGroup
Jacobi Capital Management LLC6,417$1.04M0.06%+2,62213F-HRTimeline
Investors Research Corp6,350$1.03M0.2%+6,29813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,220$1.01M0.02%+3,26913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,121$995K<0.01%+2,26213F-HRTimelineGroup
Aquatic Capital Management LLC6,106$992K0.03%-4,83613F-HRTimeline
Metis Global Partners, LLC6,104$992K0.02%-41213F-HRTimeline
SBI Okasan Asset Management Co.Ltd.6,000$981K0.04%013F-HRTimeline
Board of the Pension Protection Fund6,000$975K0.9%+5,90013F-HRTimeline
HB Wealth Management, LLC5,938$965K0.01%+78613F-HRTimeline
Western Wealth Management, LLC5,902$959K0.04%new13F-HR/ATimeline
Louisiana State Employees Retirement Sy…5,900$959K0.02%-10013F-HRTimeline
Summit Financial, LLC5,852$957K0.01%+8413F-HRTimeline
Cannell & Spears LLC5,885$956K0.02%+813F-HR/ATimeline
CENTAURUS FINANCIAL, INC.5,883$956K0.05%+4213F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC5,881$956K0.02%-10013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…5,879$955K<0.01%+5,27413F-HRTimelineGroup
Bullock Wealth Management Group5,965$954K0.48%+4813F-HRTimeline
Bluespring Wealth Management, LLC5,804$949K0.08%+23813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,808$944K<0.01%+97713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,887$942K<0.01%+13713F-HRTimelineGroup
OSSIAM5,757$935K0.02%+1,58913F-HRTimeline
Brooklyn Investment Group5,744$933K0.03%+3,66513F-HRTimeline
Federation des caisses Desjardins du Qu…5,737$932K<0.01%-21,07813F-HRTimeline
Advocacy Wealth Management, LLC5,732$931K0.04%+1,35313F-HRTimeline
Maryland State Retirement & Pension Sys…5,664$920K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,597$909K0.03%+5013F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,592$909K<0.01%+3,94913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,591$908K0.01%+85913F-HRTimelineGroup
INCEPTIONR LLC5,579$906K0.22%new13F-HRTimeline
OMERS ADMINISTRATION Corp5,539$900K0.01%+1,31413F-HRTimeline
E. Ohman J:or Asset Management AB5,450$886K0.02%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P5,428$882K0.02%+3,34213F-HRTimeline
Ashton Thomas Private Wealth, LLC5,404$878K0.02%-2,67713F-HRTimeline
Cedar Mountain Advisors, LLC5,383$875K0.17%+313F-HRTimeline
Illinois Municipal Retirement Fund5,381$874K0.01%-2,53513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,350$869K0.03%013F-HRTimeline
Vise Technologies, Inc.3,863$862K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,262$855K0.01%+94013F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…5,143$841K0.02%-3,07813F-HRTimelineGroup
Curi Capital, LLC5,104$832K0.01%+3,43113F-HRTimeline
Biltmore Family Office, LLC5,080$830K0.12%+1,05013F-HRTimeline
BHK Investment Advisors, LLC5,003$813K0.27%+1,93213F-HRTimeline
Independent Advisor Alliance5,003$813K0.01%-12,99313F-HRTimeline
OFI INVEST ASSET MANAGEMENT4,984$810K0.01%+1,23913F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd4,900$796K0.39%+1,98113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,825$784K0.01%-1,53513F-HRTimelineGroup
Tributary Capital Management, LLC4,817$783K0.08%+92913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,763$774K0.02%-98213F-HRTimeline
LANARK FINANCIAL, INC.4,725$768K0.06%-1,22313F-HRTimeline
XXI WEALTH, LLC4,720$767K0.43%-1,21813F-HRTimeline
South Dakota Investment Council4,700$764K0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA4,925$763K0.01%+1,39313F-HRTimeline
Osmosis Investment Management UK Ltd4,646$759K0.02%+1,14813F-HRTimeline
Buttonwood Financial Advisors Inc.4,594$746K0.25%new13F-HRTimeline
PFG Investments, LLC4,587$745K0.03%+34513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,557$740K<0.01%-45113F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC4,517$734K0.01%-17013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,501$731K0.01%new13F-HRTimelineGroup
V-Square Quantitative Management LLC4,488$729K0.08%+1,17113F-HRTimeline
Sequoia Financial Advisors, LLC4,450$723K<0.01%+1,20413F-HRTimeline
East Coast Asset Management, LLC.4,438$721K0.24%013F-HRTimeline
Waverly Advisors, LLC4,414$717K0.01%+2,31313F-HRTimeline
Orion Porfolio Solutions, LLC4,374$711K0.01%-7,57513F-HRTimeline
Saudi Central Bank4,309$700K0.01%new13F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.4,273$694K0.02%013F-HRTimelineGroup
Ballentine Partners, LLC4,267$693K0.01%+2,45713F-HRTimeline
TWIN CAPITAL MANAGEMENT INC4,146$674K0.09%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.4,140$673K0.01%-1,87213F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…4,114$668K0.04%+1,21213F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS4,005$651K0.16%013F-HRTimeline
BANK OZK4,000$650K0.23%013F-HRTimeline
Polymer Capital Management (US) LLC3,994$649K0.1%new13F-HRTimeline
Coastal Bridge Advisors, LLC3,975$646K0.05%-2313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,945$641K0.01%+1,64013F-HRTimeline
Empirical Finance, LLC3,934$639K0.03%-413F-HR/ATimeline
Larson Financial Group LLC3,924$638K0.02%+2,92513F-HRTimeline
Nordwand Advisors, LLC3,903$634K0.11%-13,63213F-HRTimeline
Welch & Forbes LLC3,900$634K0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,877$634K0.01%+2,23613F-HRTimelineGroup
ABLE Financial Group, LLC3,875$630K0.12%+53613F-HRTimeline
DT Investment Partners, LLC3,870$629K0.05%013F-HRTimeline
Lord & Richards Wealth Management, LLC3,798$617K0.54%+4513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,751$609K<0.01%+29713F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,675$597K0.01%013F-HR/ATimeline
Prime Capital Investment Advisors, LLC3,650$593K0.01%+33313F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,599$585K0.22%013F-HRTimeline
Cynosure Group, LLC3,592$584K0.07%-1,92013F-HRTimeline
Accredited Investors Inc.3,587$583K0.03%-6813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3,583$582K<0.01%-813F-HRTimeline
United Advisor Group, LLC3,578$581K0.07%+28513F-HRTimeline
Atlas Legacy Advisors, LLC3,534$574K0.1%+9013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,487$567K0.03%+68513F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT3,448$560K0.03%-2,07613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,403$553K0.01%+8613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding3,372$548K+482Timeline
North Dakota State Investment Board3,368$547K0.02%-62813F-HRTimeline
Smallwood Wealth Investment Management,…3,363$547K0.29%-40213F-HRTimeline
Graham Capital Management, L.P.3,359$546K0.02%+1,70813F-HRTimeline
Mirabaud Asset Management Ltd3,338$546K0.45%-5,26913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,347$544K<0.01%+1,30713F-HRTimeline
CHOREO, LLC3,283$537K0.01%-51113F-HRTimeline
D.B. Root & Company, LLC3,300$536K0.13%+6013F-HRTimeline
AlphaGrep UK Ltd3,296$536K0.16%+54613F-HRTimeline
MCF Advisors LLC3,275$535K0.02%+2,52113F-HRTimeline
CWS Financial Advisors, LLC3,286$534K0.14%+23313F-HRTimeline
Triangle Securities Wealth Management3,270$531K0.12%-48613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JACOBS LEVY EQUITY MANAGEMENT, INC3,246$527K<0.01%013F-HRTimeline
Caprock Group, LLC3,172$520K0.01%+1,37413F-HRTimeline
Bridgewater Advisors Inc.3,614$511K0.03%+5313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,140$510K0.02%013F-HRTimeline
Gen-Wealth Partners Inc3,125$508K0.16%+1,08213F-HRTimeline
Unique Wealth Strategies, LLC3,072$499K0.2%new13F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding3,067$498K-7,316Timeline
Paladin Partners, LLC3,050$496K0.36%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,043$494K-250Timeline
EVOLVE PRIVATE WEALTH, LLC3,034$493K0.03%+72713F-HRTimeline
Legacy Capital Wealth Partners, LLC3,014$490K0.1%+10113F-HRTimeline
Blueshift Asset Management, LLC2,972$483K0.15%new13F-HRTimeline
Kidder Stephen W2,950$479K0.14%013F-HRTimeline
Eukles Asset Management2,911$473K0.21%-1,64613F-HRTimeline
Mutual Advisors, LLC2,897$471K0.01%+35913F-HRTimeline
Ellevest, Inc.2,881$468K0.07%+67913F-HRTimeline
Plato Investment Management Ltd2,879$468K0.03%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding2,870$466KnewTimeline
Empirical Financial Services, LLC d.b.a…2,820$458K0.01%-1,06113F-HRTimeline
Premier Path Wealth Partners, LLC2,819$458K0.06%new13F-HRTimeline
Rehmann Capital Advisory Group2,811$457K0.02%+69513F-HRTimeline
Gibbs Wealth Management2,811$457K0.06%+41213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,801$455K<0.01%-9513F-HRTimelineGroup
Clarus Group, Inc.2,780$452K0.16%+1113F-HRTimeline
Gallacher Capital Management LLC2,759$448K0.17%new13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,714$441K0.07%+62413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,703$441K0.01%+1,23013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,707$440K0.01%+1,46913F-HR/ATimelineGroup
First Heartland Consultants, Inc.2,688$437K0.03%+1913F-HRTimeline
WealthTrust Axiom LLC2,681$436K0.11%013F-HRTimeline
Brown Miller Wealth Management, LLC2,661$432K0.12%+5313F-HRTimeline
Main Street Financial Solutions, LLC2,637$428K0.03%+75413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,614$425K0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,609$424K0.01%+54413F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC2,596$422K0.03%013F-HRTimeline
Allworth Financial LP2,588$421K<0.01%-30,56013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,574$418K<0.01%+74413F-HRTimeline
NewEdge Wealth, LLC2,573$418K<0.01%-2,32813F-HRTimeline
ARWA LLC2,654$411K0.2%-2,82813F-HRTimeline
Applied Finance Capital Management, LLC2,470$401K0.03%+49213F-HRTimeline
SWMG, LLC2,466$401K0.11%-1,53313F-HRTimeline
Tyche Wealth Partners LLC2,457$399K0.06%+913F-HRTimeline
NorthCrest Asset Manangement, LLC2,471$398K0.01%new13F-HRTimeline
Segment Wealth Management, LLC2,425$394K0.02%+5413F-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