Skip to content
Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

Follow

Stock (common), issuer CIK 1383312

1,076 managers (1,100 13F filers) reported a position in BR shares at 2025-06-30, 105,432,786 shares in all. 73 filers opened a position and 79 filers sold out during the quarter.

Managers
1,076
13F filers
1,100
New
73
Added
468
Reduced
362
Sold out
79
Shares held by filers
105,432,786

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Composition Wealth, LLC2,325$565K0.01%+1113F-HRTimeline
IFP Advisors, Inc2,136$564K0.02%+26013F-HRTimeline
Dynamic Technology Lab Private Ltd2,312$562K0.08%new13F-HRTimeline
Sowell Financial Services LLC2,312$562K0.02%+13213F-HRTimeline
Dorsey & Whitney Trust CO LLC2,260$549K0.03%+5313F-HRTimeline
Beacon Pointe Advisors, LLC2,255$548K0.01%+113F-HRTimeline
Exchange Bank2,250$547K0.43%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,214$538K-6,556Timeline
ALGERT GLOBAL LLC2,200$535K0.01%+87013F-HR/ATimeline
Court Place Advisors, LLC2,170$527K0.17%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,169$527K<0.01%+13813F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO2,149$522K0.03%-28913F-HR/ATimelineGroup
Ninety One North America, Inc.2,148$522K0.03%-39013F-HRTimeline
Heritage Wealth Advisors2,130$518K0.02%013F-HRTimeline
Portside Wealth Group, LLC2,117$514K0.08%-5613F-HRTimeline
MATHER GROUP, LLC.2,111$513K0.01%-58913F-HRTimeline
MGO ONE SEVEN LLC2,106$512K0.02%+68113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,083$506K0.02%+513F-HRTimelineGroup
NorthRock Partners, LLC2,064$503K0.01%+18413F-HR/ATimeline
Bayforest Capital Ltd2,069$503K0.22%new13F-HRTimeline
SIGNATUREFD, LLC2,045$497K0.01%+24213F-HRTimeline
RENASANT BANK2,041$496K0.33%-7313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,012$489K0.09%-2513F-HRTimeline
Second Half Financial Partners, LLC2,002$487K0.23%-4813F-HRTimeline
Leeward Financial Partners, LLC2,000$486K0.15%new13F-HRTimeline
Private Advisor Group, LLC1,995$485K<0.01%+5613F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,972$479K0.03%+6213F-HRTimelineGroup
Canada Post Corp Registered Pension Plan1,950$474K0.03%new13F-HRTimeline
Aberdeen Wealth Management LLC1,939$471K0.31%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,944$470K<0.01%-60013F-HRTimelineGroup
NORDEN GROUP LLC1,916$466K0.05%+6413F-HRTimeline
Global Retirement Partners, LLC1,908$464K0.01%13F-HRTimeline
Main Street Financial Solutions, LLC1,903$463K0.03%+3813F-HRTimeline
Redmond Asset Management, LLC1,891$460K0.11%-12513F-HRTimeline
WEALTH ALLIANCE, LLC1,874$455K0.05%+313F-HRTimeline
Texas Capital Bank Wealth Management Se…1,864$453K0.04%+4213F-HRTimeline
GROUPAMA ASSET MANAGMENT1,885$451K0.01%-18113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,833$445K0.04%+2113F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,824$443K0.01%+6813F-HRTimeline
Independence Bank of Kentucky1,820$442K0.06%013F-HRTimeline
Belpointe Asset Management LLC1,817$442K0.02%+10113F-HRTimeline
Compass Ion Advisors, LLC1,814$441K0.05%+3813F-HRTimeline
Ifrah Financial Services, Inc.1,802$438K0.12%-1913F-HRTimeline
Sepio Capital, LP1,802$438K0.03%-1,10113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,799$437K0.01%-7713F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,791$435K0.22%+61513F-HRTimeline
EASTERN BANK1,791$435K0.01%-2413F-HRTimeline
Mystic Asset Management, Inc.1,780$433K0.1%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,778$432K0.04%-14913F-HRTimeline
Ballentine Partners, LLC1,775$431K0.01%+2013F-HRTimeline
EVERPAR ADVISORS LLC1,759$427K0.19%+1113F-HRTimeline
B. Riley Wealth Advisors, Inc.1,751$425K0.02%-69913F-HRTimeline
MONECO ADVISORS, LLC1,745$424K0.04%-4413F-HRTimeline
CENTRAL TRUST Co1,744$424K0.01%+1613F-HRTimeline
Chancellor Financial Group WB LP1,739$423K0.33%013F-HRTimeline
Arkadios Wealth Advisors1,719$418K0.01%+71113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,714$417K0.06%-913F-HRTimeline
Sunburst Financial Group, LLC1,712$416K0.09%+35813F-HRTimeline
CWA Asset Management Group, LLC1,711$416K0.02%+34113F-HRTimeline
HALL LAURIE J TRUSTEE1,700$413K0.14%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,697$412K<0.01%+2413F-HRTimelineGroup
Waverly Advisors, LLC1,693$411K<0.01%+2013F-HRTimeline
Prestige Wealth Management Group LLC1,684$411K0.08%+10013F-HR/ATimeline
MARTINGALE ASSET MANAGEMENT L P1,690$411K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,676$407K0.04%013F-HRTimeline
Curi Capital, LLC1,667$407K0.01%+83913F-HRTimeline
Rehmann Capital Advisory Group1,669$406K0.02%+15013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,647$400K0.06%+14613F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,628$396K0.07%+1313F-HRTimeline
Empire Financial Management Company, LLC1,624$395K0.11%013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC1,616$393K0.29%-2513F-HRTimeline
Eagle Bay Advisors LLC1,604$391K0.32%-30513F-HRTimeline
Optas, LLC1,607$391K0.07%-4413F-HRTimeline
BROGAN FINANCIAL, INC.1,600$389K0.17%+64813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,600$389K0.06%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,592$387K0.03%+1613F-HRTimeline
Prime Capital Investment Advisors, LLC1,591$387K0.01%+40913F-HRTimeline
CX Institutional1,589$386K0.01%+11513F-HR/ATimeline
MARIETTA INVESTMENT PARTNERS LLC1,584$385K0.08%-18013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,576$383K<0.01%+1913F-HRTimelineGroup
Campion Asset Management1,565$380K0.29%013F-HRTimeline
MBE Wealth Management, LLC1,565$380K0.17%+9413F-HRTimeline
Washington Trust Bank1,560$379K0.03%-3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA1,556$378K0.04%-5313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,547$376K<0.01%+2913F-HRTimeline
Sound View Wealth Advisors Group, LLC1,547$376K0.03%013F-HRTimeline
OPTIMIZE FINANCIAL INC.1,534$373K0.23%-1013F-HRTimeline
Shore Point Advisors, LLC1,504$366K0.18%013F-HRTimeline
Anchor Investment Management, LLC1,500$365K0.03%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,493$363K<0.01%+10313F-HRTimelineGroup
Caliber Wealth Management, LLC / KS1,487$361K0.04%+513F-HRTimeline
AE Wealth Management LLC1,485$361K<0.01%+24613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,480$360K<0.01%+40913F-HRTimelineGroup
Stonehearth Capital Management, LLC1,480$360K0.15%013F-HRTimeline
Chicago Partners Investment Group LLC1,481$359K0.01%+17613F-HRTimeline
PROFUND ADVISORS LLC1,468$357K0.01%+25013F-HRTimeline
TD Waterhouse Canada Inc.1,457$357K<0.01%+5013F-HRTimeline
Ipswich Investment Management Co., Inc.1,465$356K0.09%-2513F-HRTimeline
Apella Capital, LLC1,478$356K0.01%+1113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,460$355K+83Timeline
Gilbert & Cook, Inc.1,459$355K0.05%+2713F-HRTimeline
Quotient Wealth Partners, LLC1,455$354K0.01%-1513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,444$351K0.03%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,470$350K0.01%013F-HRTimelineGroup
ROCKLAND TRUST CO1,437$349K0.02%013F-HRTimeline
Atwater Malick LLC1,435$349K0.11%+24413F-HRTimeline
Dynamic Advisor Solutions LLC1,433$348K0.01%-3613F-HRTimeline
TRUST POINT INC.1,422$346K0.03%-51813F-HRTimeline
Union Bancaire Privee, UBP SA1,437$344K<0.01%-2,43213F-HRTimeline
Quarry LP1,408$342K0.08%+82813F-HRTimeline
Radnor Capital Management, LLC1,407$342K0.05%-5013F-HRTimeline
BSW Wealth Partners1,406$342K0.05%-28013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,389$338K<0.01%+9513F-HRTimelineGroup
QSV Equity Investors LLC1,368$332K0.35%013F-HRTimeline
DAVENPORT & Co LLC1,363$331K<0.01%+8813F-HRTimeline
Atlas Brown,Inc.1,358$330K0.11%013F-HRTimeline
Perigon Wealth Management, LLC1,346$327K0.01%-14813F-HRTimeline
EWA, LLC1,343$326K0.1%+2813F-HRTimeline
Clark Capital Management Group, Inc.1,341$326K<0.01%+29513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,325$322K0.04%013F-HRTimeline
Ascent Wealth Partners, LLC1,311$319K0.04%-37913F-HRTimeline
Jaffetilchin Investment Partners, LLC1,309$318K0.02%new13F-HRTimeline
Advisors Capital Management, LLC1,306$318K<0.01%+3513F-HRTimeline
Net Worth Advisory Group1,301$316K0.07%+5013F-HRTimeline
Penobscot Investment Management Company…1,299$316K0.03%013F-HRTimeline
Graypoint LLC1,298$315K0.02%+13513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,297$315K0.01%+413F-HRTimeline
Washington Trust Advisors, Inc.1,286$313K0.03%013F-HRTimeline
Fisher Asset Management, LLC1,280$311K<0.01%-56813F-HRTimeline
Brooklyn Investment Group1,281$311K0.04%+50713F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,267$308K0.01%-3,83513F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,264$307K0.29%-8013F-HRTimeline
Foundations Investment Advisors, LLC1,264$307K<0.01%-10613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,262$307K0.01%+19413F-HRTimeline
GPS Wealth Strategies Group, LLC1,261$306K0.04%-2913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,250$304K0.04%-4313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,248$303K0.03%+2713F-HRTimelineGroup
HARVEY INVESTMENT CO LLC1,238$301K0.03%013F-HRTimeline
Blue Trust, Inc.1,236$300K<0.01%+14013F-HRTimeline
Hutchens & Kramer Investment Management…1,220$299K0.14%-1013F-HRTimeline
Petros Family Wealth, LLC1,219$296K0.27%-513F-HRTimeline
Advisory Alpha, LLC1,212$295K0.01%+32813F-HRTimeline
Freedom Investment Management, Inc.1,211$294K0.02%-5813F-HRTimeline
Greykasell Wealth Strategies, Inc.1,205$293K0.14%013F-HRTimeline
Enterprise Bank & Trust Co1,201$292K0.11%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,200$292K0.19%013F-HRTimeline
Grove Street Fiduciary, LLC1,199$291K0.14%-1913F-HRTimeline
Nilsine Partners, LLC1,190$289K0.03%-3713F-HRTimeline
EQUITABLE TRUST CO1,189$289K0.01%013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,184$288K0.18%+12813F-HRTimeline
Arax Advisory Partners1,181$287K0.01%-40513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,180$287K<0.01%+2913F-HRTimelineGroup
Petrus Trust Company, LTA1,180$287K0.03%new13F-HRTimeline
Baron Wealth Management LLC1,173$285K0.1%+22813F-HRTimeline
Moody Aldrich Partners LLC1,171$285K0.06%-2513F-HRTimeline
SYON CAPITAL LLC1,165$283K0.02%+17213F-HRTimeline
Choate Investment Advisors1,158$281K0.01%-313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,154$281K0.05%-2113F-HRTimelineGroup
Avantax Planning Partners, Inc.1,155$281K0.01%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,154$280K0.12%new13F-HRTimelineGroup
Novak & Powell Financial Services, Inc.1,152$280K0.19%013F-HRTimeline
Avestar Capital, LLC1,146$280K0.02%+613F-HRTimeline
Hanson & Doremus Investment Management1,150$279K0.04%013F-HRTimeline
MBB PUBLIC MARKETS I LLC1,148$279K0.03%-25313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,146$279K0.01%-8813F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP1,142$278K<0.01%+10113F-HRTimelineGroup
COURIER CAPITAL LLC1,139$277K0.02%013F-HRTimeline
Diversified Enterprises, LLC1,137$276K0.02%-24113F-HRTimeline
PARK NATIONAL CORP /OH/1,132$275K0.01%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP1,130$274K0.05%-20,46513F-HRTimeline
Bestgate Wealth Advisors, LLC1,127$273K0.57%013F-HRTimeline
Davies Financial Advisors, Inc.1,119$272K0.21%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,075$272K0.08%-2713F-HRTimeline
Key Financial Inc1,117$271K0.05%013F-HRTimeline
FULLCIRCLE WEALTH LLC1,092$271K0.1%+8013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,110$270K0.01%+58713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,101$269K0.01%+7413F-HRTimeline
Hudson Capital Management LLC1,104$268K0.08%013F-HRTimeline
Texas Bank & Trust Co1,100$267K0.11%013F-HRTimeline
Seaside Wealth Management, Inc.1,098$267K0.08%+2413F-HRTimeline
Aprio Wealth Management, LLC1,093$266K0.03%+5913F-HRTimeline
Florida Trust Wealth Management Co1,088$264K0.01%+2913F-HRTimeline
Stanley-Laman Group, Ltd.1,082$263K0.04%+14413F-HRTimeline
Capital Investment Counsel, Inc1,077$262K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA1,062$258K<0.01%+79713F-HRTimelineGroup
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS1,062$258K0.01%-24413F-HRTimelineGroup
Wealthspire Advisors, LLC1,060$258K<0.01%+6013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,050$256K<0.01%-613F-HRTimeline
Pavion Blue Capital, LLC1,053$256K0.11%013F-HRTimeline
D.A. DAVIDSON & CO.1,052$256K<0.01%+15613F-HRTimeline
Mayflower Financial Advisors, LLC1,050$255K0.04%+113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,045$254K0.01%+6313F-HRTimelineGroup
GTS SECURITIES LLC1,045$254K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC1,045$254K0.03%+1413F-HRTimeline
Gallacher Capital Management LLC1,043$253K0.12%new13F-HRTimeline
Accurate Wealth Management, LLC1,058$252K0.04%+3413F-HRTimeline
Parallel Advisors, LLC1,036$252K0.01%-1113F-HRTimeline
Clarius Group, LLC1,034$251K0.01%-8713F-HRTimeline
Inscription Capital, LLC1,029$250K0.04%-7113F-HRTimeline
Aull & Monroe Investment Management Corp1,026$249K0.13%013F-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