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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

995 managers (1,025 13F filers) reported a position in BR shares at 2026-06-30, 108,064,762 shares in all. 102 filers opened a position and 143 filers sold out during the quarter.

Managers
995
13F filers
1,025
New
102
Added
368
Reduced
413
Sold out
143
Shares held by filers
108,064,762

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Brown Miller Wealth Management, LLC2,751$377K0.09%+9013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,748$376K0.01%new13F-HRTimeline
Eukles Asset Management2,744$376K0.16%-16713F-HRTimeline
Waverly Advisors, LLC2,711$371K<0.01%-1,70313F-HRTimeline
NorthCoast Asset Management LLC2,708$371K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,701$370K0.02%+1,25813F-HRTimelineGroup
Sompo Asset Management Co., Ltd.2,690$368K0.06%+55013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,688$368K<0.01%-11313F-HRTimelineGroup
WealthTrust Axiom LLC2,681$367K0.08%013F-HRTimeline
Allworth Financial LP2,662$365K<0.01%+7413F-HRTimeline
EASTERN BANK2,619$359K0.01%+1,00013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,598$356K<0.01%-98513F-HRTimeline
MCF Advisors LLC2,579$355K0.01%-69613F-HRTimeline
Advisory Alpha, LLC2,546$349K0.01%+42413F-HRTimeline
Clarus Group, Inc.2,532$347K0.12%-24813F-HRTimeline
Tema ETFs LLC2,520$345K0.01%+95413F-HRTimeline
Aigen Investment Management, LP2,505$343K0.09%-7,37813F-HRTimeline
Oslo Pensjonsforsikring AS2,492$341K0.04%+40313F-HRTimeline
Osmosis Investment Management UK Ltd2,476$339K0.02%-2,17013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,467$338K0.02%-1,02013F-HRTimelineGroup
Financial Planning Hawaii, Inc.2,426$332K0.18%new13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,417$331K0.03%+4513F-HRTimeline
OPTIMIZE FINANCIAL INC.2,411$330K0.12%-813F-HRTimeline
Sound Capital Solutions LLC2,411$330K0.08%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,403$329K<0.01%-5,61913F-HRTimelineGroup
Segment Wealth Management, LLC2,371$325K0.02%-5413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,355$323K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC2,355$322K0.01%new13F-HRTimeline
Argent Trust Co2,353$322K0.01%-2113F-HRTimeline
SeaBridge Investment Advisors LLC2,344$321K0.05%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,336$320K<0.01%-6,54513F-HRTimelineGroup
GWN SECURITIES INC.2,330$319K0.05%+55913F-HRTimeline
iA Global Asset Management Inc.2,312$317K<0.01%-4,35013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,178$316K0.01%new13F-HRTimelineGroup
Second Line Capital, LLC2,155$310K0.06%-12,65113F-HR/ATimeline
Exchange Bank2,250$308K0.19%013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV2,247$308K0.03%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,234$306K<0.01%+42313F-HRTimelineGroup
MONECO ADVISORS, LLC2,231$306K0.02%+36013F-HRTimeline
Compound Planning, Inc.2,229$305K0.01%+2113F-HRTimeline
Counterpoint Mutual Funds LLC2,179$298K0.03%-23,73813F-HRTimeline
Composition Wealth, LLC2,174$298K<0.01%-23913F-HRTimeline
AlphaCore Capital LLC2,165$298K0.01%+73413F-HRTimeline
CHICAGO TRUST Co NA2,169$297K0.04%-19513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,150$296K0.01%+14513F-HRTimeline
Baker Ellis Asset Management LLC2,131$292K0.03%013F-HRTimeline
Heritage Wealth Advisors2,130$292K0.01%013F-HRTimeline
Compass Ion Advisors, LLC2,126$291K0.03%-6113F-HRTimeline
Vestmark Advisory Solutions, Inc.2,124$291K<0.01%-2,01613F-HRTimeline
IFP Advisors, Inc2,107$289K0.01%+22213F-HRTimeline
Premier Path Wealth Partners, LLC2,077$284K0.03%-74213F-HRTimeline
Triangle Securities Wealth Management2,064$283K0.06%-1,20613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sowell Financial Services LLC2,054$281K0.01%-11613F-HRTimeline
RiverFront Investment Group, LLC2,054$281K<0.01%new13F-HRTimeline
Blueshift Asset Management, LLC2,033$278K0.06%-93913F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC2,030$278K0.01%-11513F-HRTimeline
Dorsey & Whitney Trust CO LLC2,027$278K0.01%-7413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,025$277K0.01%-58413F-HRTimelineGroup
Polymer Capital Management (US) LLC2,019$277K0.04%-1,97513F-HRTimeline
United Advisor Group, LLC2,016$276K0.03%-1,56213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,014$276K0.01%-14913F-HRTimeline
R Squared Ltd2,012$276K0.14%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,011$275K0.02%+49413F-HRTimeline
E6 Portfolios, LLC2,006$275K0.22%-4113F-HRTimeline
IMC-Chicago, LLC2,001$274K<0.01%new13F-HRTimeline
Leeward Financial Partners, LLC2,000$274K0.07%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,981$271K0.04%+20413F-HRTimeline
Kera Capital Partners, Inc.1,979$271K0.03%new13F-HRTimeline
GeoWealth Management, LLC1,970$270K0.01%+51113F-HRTimeline
ROCKLAND TRUST CO1,971$270K0.01%-35713F-HRTimeline
Caitlin John, LLC1,955$268K0.15%+15713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,947$267K<0.01%+3713F-HRTimelineGroup
Prosperity Consulting Group, LLC1,947$267K0.01%new13F-HRTimeline
GROUPAMA ASSET MANAGMENT1,948$266K<0.01%013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,939$266K<0.01%+113F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC1,925$264K0.05%-38813F-HRTimeline
Accurate Wealth Management, LLC1,782$263K0.03%new13F-HRTimeline
IFG Advisory, LLC1,919$263K0.01%new13F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…1,906$261K0.06%new13F-HRTimelineGroup
Claret Asset Management Corp1,893$259K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,876$257K0.01%-12113F-HRTimelineGroup
denkapparat Operations GmbH1,864$255K0.08%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,856$254K<0.01%-76,53113F-HRTimeline
Guardian Wealth Management, Inc.1,854$254K0.12%-28113F-HRTimeline
CX Institutional1,854$254K0.01%+70913F-HRTimeline
XXI WEALTH, LLC1,823$250K0.11%-2,89713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,821$249K0.01%-88613F-HRTimelineGroup
Independence Bank of Kentucky1,820$249K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC1,814$248K<0.01%+8813F-HRTimeline
Aberdeen Wealth Management LLC1,814$248K0.12%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,812$248K0.02%013F-HRTimeline
Randall & Associates Wealth Management1,801$247K0.15%+11213F-HRTimeline
Forza Wealth Management, LLC1,800$247K0.08%013F-HRTimeline
Waterloo Capital, L.P.1,796$246K0.01%-8,55213F-HRTimeline
CERTUITY, LLC1,792$245K0.01%new13F-HRTimeline
Baron Wealth Management LLC1,777$243K0.06%-12613F-HRTimeline
McMillan Office, Inc.1,742$239K0.03%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,741$238K<0.01%-10013F-HRTimeline
Redmond Asset Management, LLC1,741$238K0.06%013F-HRTimeline
Prosperity Advisers, LLC1,718$237K0.17%013F-HRTimeline
DIVERSIFIED TRUST CO1,727$237K<0.01%+38513F-HRTimeline
Astoria Portfolio Advisors LLC.1,718$235K0.04%+5013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,445$235K0.01%new13F-HRTimeline
Tranquilli Financial Advisor LLC1,711$234K0.13%+46413F-HRTimeline
Clark Capital Management Group, Inc.1,709$234K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,708$234K<0.01%+32213F-HRTimeline
Krilogy Financial LLC1,704$233K0.01%+32913F-HRTimeline
Qtron Investments LLC1,704$233K0.03%-30013F-HRTimeline
Ifrah Financial Services, Inc.1,702$233K0.06%+1113F-HRTimeline
Semanteon Capital Management, LP1,702$233K1.05%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,697$232K0.02%new13F-HRTimeline
Burton Enright Welch1,695$232K0.03%+1413F-HRTimeline
Prime Capital Investment Advisors, LLC1,681$230K<0.01%-1,96913F-HRTimeline
Canada Post Corp Registered Pension Plan1,680$230K0.01%013F-HRTimeline
Curi Capital, LLC1,656$230K<0.01%-3,44813F-HRTimeline
Snowden Capital Advisors LLC1,663$229K0.01%+19813F-HRTimeline
Chancellor Financial Group WB LP1,661$227K0.14%-7813F-HRTimeline
Mystic Asset Management, Inc.1,646$225K0.05%013F-HRTimeline
Sigma Planning Corp1,636$224K0.01%new13F-HRTimeline
Apella Capital, LLC1,506$224K<0.01%+3413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,629$223K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC1,626$223K<0.01%-64513F-HRTimeline
Arkadios Wealth Advisors1,624$222K<0.01%-19113F-HRTimeline
Lionhunter Capital Management, LLC1,624$222K0.1%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,600$221K0.01%-1,43413F-HRTimeline
Fragasso Financial Advisors Inc1,608$220K0.01%+21513F-HRTimeline
Icon Wealth Advisors, LLC1,607$220K0.01%+213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,198$220K<0.01%+1,16713F-HRTimelineGroup
NewEdge Wealth, LLC1,606$220K<0.01%-96713F-HRTimeline
Advyzon Investment Management, LLC1,589$218K0.02%+4813F-HRTimeline
Gilbert & Cook, Inc.1,583$217K0.02%+2813F-HRTimeline
Prestige Wealth Management Group LLC1,554$214K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.1,564$214K<0.01%+10513F-HRTimeline
Washington Trust Bank1,560$214K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREAT LAKES ADVISORS, LLC1,557$213K<0.01%-32413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,557$213K0.03%-17513F-HRTimeline
AE Wealth Management LLC1,555$213K<0.01%-13313F-HRTimeline
SHP Wealth Management1,546$212K0.01%+3913F-HRTimeline
Campion Asset Management1,544$211K0.13%013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,509$207K0.1%-3013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,505$206K0.05%-1,20913F-HRTimeline
Shore Point Advisors, LLC1,504$206K0.07%013F-HRTimeline
Global Retirement Partners, LLC1,501$206K<0.01%13F-HRTimeline
CTC Alternative Strategies, Ltd.1,500$205K0.3%new13F-HRTimeline
RASP WEALTH SOLUTIONS, LLC1,492$204K0.07%13F-HRTimeline
PCM Encore, LLC1,490$204K0.04%+24813F-HRTimeline
Innovative Asset Advisors Group, LLC1,486$204K0.09%+98413F-HRTimeline
Kennebec Savings Bank1,476$202K0.16%+87613F-HRTimeline
Sound View Wealth Advisors Group, LLC1,473$202K0.01%-7113F-HRTimeline
Ipswich Investment Management Co., Inc.1,465$201K0.04%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding1,465$201K-1,405Timeline
CENTRAL TRUST Co1,420$194K<0.01%-16513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,408$193K0.02%-14713F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,386$190K<0.01%-13113F-HRTimeline
UMB Bank, n.a.1,357$186K<0.01%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,341$184K<0.01%-9,89113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,272$174K<0.01%-6213F-HRTimelineGroup
Private Wealth Asset Management, LLC1,269$174K0.02%+1,07513F-HRTimeline
Greykasell Wealth Strategies, Inc.1,205$165K0.06%013F-HRTimeline
Anchor Investment Management, LLC1,200$164K0.01%-30013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,184$162K0.01%-55813F-HRTimeline
Hamilton Capital Partners Inc.1,141$156K<0.01%-12913F-HRTimeline
Key Financial Inc1,117$153K0.03%013F-HRTimeline
Hanson & Doremus Investment Management1,075$147K0.01%-7513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,031$141K<0.01%-1113F-HRTimeline
Clearstead Advisors, LLC1,003$137K<0.01%+86513F-HRTimeline
Caldwell Trust Co993$136K0.01%+90013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …882$121K<0.01%013F-HRTimelineGroup
Park Place Capital Corp878$120K0.02%-9,45213F-HRTimeline
Smartleaf Asset Management LLC870$118K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.797$109K0.01%-48913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC789$109K<0.01%-513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…786$108K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust785$108K0.01%+13913F-HRTimeline
New Age Alpha Advisors, LLC774$106K<0.01%-34,85713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP770$105K0.01%013F-HRTimeline
Raleigh Capital Management Inc.766$105K0.03%-1713F-HRTimeline
TD Waterhouse Canada Inc.728$103K<0.01%-4813F-HRTimeline
Blue Trust, Inc.704$96.3K<0.01%-16813F-HRTimeline
GROUP ONE TRADING LLC700$95.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.692$94.8K<0.01%+11713F-HRTimeline
Security National Bank684$93.7K0.01%-16,33413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…678$92K<0.01%+1713F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…659$90.3K<0.01%+57713F-HRTimeline
Geneos Wealth Management Inc.645$88.3K<0.01%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors645$88.3K0.01%-32813F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.625$85.6K<0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC615$84.9K0.03%+61513F-HRTimeline
MidFirst Bank615$84.2K0.01%-34013F-HRTimeline
BAYBAN600$82.2K0.06%013F-HRTimeline
LFA - Lugano Financial Advisors SA594$81.3K0.05%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.550$75.3K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC502$74.6K<0.01%-17013F-HRTimeline
Versant Capital Management, Inc526$72K0.01%+39713F-HRTimeline
Basecamp Wealth Advisors LLC520$71.2K0.01%-3413F-HRTimeline
Board of the Pension Protection Fund500$68.5K0.06%-5,50013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC500$68.5K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.497$68.1K0.02%new13F-HRTimeline
Covestor Ltd496$68K0.04%+17713F-HRTimeline
MATHER GROUP, LLC.494$67.7K<0.01%-1,82613F-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