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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

1,112 managers (1,138 13F filers) reported a position in BR shares at 2025-12-31, 106,691,184 shares in all. 78 filers opened a position and 88 filers sold out during the quarter.

Managers
1,112
13F filers
1,138
New
78
Added
362
Reduced
439
Sold out
88
Shares held by filers
106,691,184

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Exchange Bank2,250$502K0.35%013F-HRTimeline
Composition Wealth, LLC2,214$494K0.01%-14813F-HRTimeline
Ellevest, Inc.2,202$491K0.07%-26213F-HRTimeline
NORDEN GROUP LLC2,189$489K0.05%-27913F-HRTimeline
IFP Advisors, Inc2,177$486K0.01%+15513F-HRTimeline
Aaron Wealth Advisors LLC2,164$483K0.03%-95413F-HRTimeline
Baker Ellis Asset Management LLC2,131$476K0.06%013F-HRTimeline
Heritage Wealth Advisors2,130$475K0.02%013F-HRTimeline
Ninety One UK Ltd2,128$475K<0.01%-55313F-HRTimeline
Rehmann Capital Advisory Group2,116$474K0.02%-28113F-HRTimeline
Brooklyn Investment Group2,079$473K0.02%+84613F-HRTimeline
Snowden Capital Advisors LLC2,107$472K0.01%-8713F-HRTimeline
Sompo Asset Management Co., Ltd.2,110$471K0.08%-35013F-HRTimeline
Waverly Advisors, LLC2,101$469K<0.01%+36513F-HRTimeline
PITTENGER & ANDERSON INC2,100$469K0.02%-12,14513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,100$469K0.02%+8813F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP2,090$466K0.16%+82413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,086$466K0.01%+48013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,084$465K0.01%-28313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,072$462K0.21%+13613F-HRTimeline
Leonteq Securities AG2,070$462K0.02%-44713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,065$461K0.01%+8013F-HRTimelineGroup
Gen-Wealth Partners Inc2,043$456K0.15%+1,58113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,040$455K<0.01%-213F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,025$452K0.01%+813F-HRTimeline
MATHER GROUP, LLC.2,020$451K<0.01%-18213F-HRTimeline
E6 Portfolios, LLC2,007$448K0.51%13F-HRTimeline
Qtron Investments LLC2,001$447K0.06%-14513F-HRTimeline
Convergence Financial, LLC2,001$447K0.07%new13F-HRTimeline
Leeward Financial Partners, LLC2,000$446K0.13%013F-HRTimeline
Sierra Legacy Group2,000$446K0.33%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,986$443K0.01%-5513F-HRTimelineGroup
Applied Finance Capital Management, LLC1,978$441K0.03%new13F-HRTimeline
Simmons Bankin group Simmons Bank1,964$438K0.03%-45913F-HRTimelineGroup
Financial Management Professionals, Inc.1,953$438K0.05%+1413F-HRTimeline
MEYER HANDELMAN CO1,945$434K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC1,939$433K0.2%013F-HRTimeline
Argos Wealth Advisors, LLC1,935$432K0.12%13F-HRTimeline
SIGNATUREFD, LLC1,915$427K0.01%-17513F-HRTimeline
Second Half Financial Partners, LLC1,896$423K0.19%-20813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,883$420K<0.01%-9713F-HRTimelineGroup
Main Street Financial Solutions, LLC1,883$420K0.03%-1313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,865$420K0.03%+813F-HRTimeline
Optas, LLC1,877$419K0.07%+21113F-HRTimeline
Sunburst Financial Group, LLC1,874$418K0.08%-5813F-HRTimeline
WEALTH ALLIANCE, LLC1,844$412K0.04%+113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,844$412K0.01%013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,843$411K<0.01%new13F-HRTimelineGroup
Redmond Asset Management, LLC1,841$411K0.1%+7513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,840$411K<0.01%+3113F-HRTimelineGroup
Caprock Group, LLC1,798$410K0.01%-5,50313F-HRTimeline
Dorsey & Whitney Trust CO LLC1,833$409K0.02%-33513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,830$408K<0.01%+62213F-HRTimeline
OPTIMIZE FINANCIAL INC.1,822$407K0.2%+2413F-HRTimeline
Independence Bank of Kentucky1,820$406K0.05%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,812$404K0.03%013F-HRTimeline
Compass Ion Advisors, LLC1,812$404K0.04%+113F-HRTimeline
Ballentine Partners, LLC1,810$404K0.01%-813F-HRTimeline
Forza Wealth Management, LLC1,800$402K0.15%+5013F-HRTimeline
DIVERSIFIED TRUST CO1,794$400K0.01%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,792$400K0.01%-1,65613F-HRTimelineGroup
Clark Capital Management Group, Inc.1,755$392K<0.01%-6313F-HRTimeline
Pandora Wealth, Inc.1,754$391K0.24%-95013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,749$390K0.05%+7113F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,746$390K0.18%-5013F-HRTimeline
CENTRAL TRUST Co1,746$390K0.01%+213F-HRTimeline
DAVENPORT & Co LLC1,744$389K<0.01%-1613F-HRTimeline
McMillan Office, Inc.1,742$389K0.05%13F-HRTimeline
Chancellor Financial Group WB LP1,739$388K0.27%013F-HRTimeline
Foundations Investment Advisors, LLC1,737$388K0.01%+33613F-HRTimeline
MONECO ADVISORS, LLC1,737$388K0.03%-813F-HRTimeline
Abacus Wealth Partners, LLC1,736$387K0.04%new13F-HRTimeline
Ifrah Financial Services, Inc.1,735$387K0.1%-3213F-HRTimeline
Prosperity Advisers, LLC1,718$385K0.32%13F-HRTimeline
Global Retirement Partners, LLC1,725$385K0.01%+41913F-HRTimeline
Wealthspire Advisors, LLC1,704$380K<0.01%+77613F-HRTimeline
Crestwood Advisors Group, LLC1,689$377K0.01%+50613F-HRTimeline
Curi Capital, LLC1,673$375K0.01%+513F-HRTimeline
Portside Wealth Group, LLC1,675$374K0.05%-34413F-HRTimeline
RENASANT BANK1,660$370K0.25%-33513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,641$370K<0.01%013F-HRTimelineGroup
Graham Capital Management, L.P.1,651$368K0.01%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC1,649$368K0.07%+11513F-HRTimeline
Mystic Asset Management, Inc.1,646$367K0.08%-13413F-HRTimeline
Beacon Pointe Advisors, LLC1,643$367K<0.01%+44613F-HRTimeline
EASTERN BANK1,641$366K0.01%-15013F-HRTimeline
Advisors Capital Management, LLC1,638$366K<0.01%-5913F-HRTimeline
AlphaCore Capital LLC1,628$365K0.01%new13F-HRTimeline
Empire Financial Management Company, LLC1,624$363K0.08%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …1,657$362K0.01%-65913F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC1,620$362K0.06%-213F-HRTimeline
Texas Capital Bank Wealth Management Se…1,619$361K0.02%-13913F-HRTimeline
CX Institutional1,618$361K0.01%-1513F-HRTimeline
Diversified Enterprises, LLC1,603$358K0.02%+11113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,601$357K<0.01%-2,78213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,600$357K0.06%013F-HRTimeline
MGO ONE SEVEN LLC1,594$356K0.01%-413F-HRTimeline
TRUST POINT INC.1,590$355K0.03%-9213F-HRTimeline
CWA Asset Management Group, LLC1,587$354K0.01%-12613F-HRTimeline
PRIVATE TRUST CO NA1,576$352K0.03%-113F-HRTimeline
Campion Asset Management1,565$349K0.24%013F-HRTimeline
Prestige Wealth Management Group LLC1,554$348K0.07%-13013F-HRTimeline
Washington Trust Bank1,560$348K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tema ETFs LLC1,559$348K0.03%-413F-HRTimeline
Advisory Alpha, LLC1,555$347K0.01%+8113F-HRTimeline
GM Advisory Group, LLC1,555$347K0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC1,547$345K0.02%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,542$344K0.02%-6313F-HRTimeline
Legato Capital Management LLC1,537$343K0.03%new13F-HRTimeline
Gilbert & Cook, Inc.1,529$341K0.04%+2913F-HRTimeline
Wellington Grp LLC1,529$341K0.11%13F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,513$338K<0.01%-15213F-HRTimelineGroup
MBE Wealth Management, LLC1,511$337K0.14%+10513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,508$337K0.02%-1013F-HRTimeline
SHP Wealth Management1,504$336K0.03%13F-HRTimeline
Shore Point Advisors, LLC1,504$336K0.14%013F-HRTimeline
Anchor Investment Management, LLC1,500$335K0.03%013F-HRTimeline
National Wealth Management Group, LLC1,493$333K0.12%new13F-HRTimeline
Stonehearth Capital Management, LLC1,480$330K0.12%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,473$330K0.01%+39113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,479$330K<0.01%013F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC1,479$330K<0.01%-27,12913F-HRTimelineGroup
Verity Asset Management, Inc.1,478$330K0.14%new13F-HRTimeline
GTS SECURITIES LLC1,474$329K0.01%+60613F-HRTimeline
Maridea Wealth Management LLC1,470$328K0.05%-80213F-HRTimeline
Ipswich Investment Management Co., Inc.1,465$327K0.08%013F-HRTimeline
Randall & Associates Wealth Management1,460$326K0.23%new13F-HRTimeline
D.A. DAVIDSON & CO.1,451$324K<0.01%+16713F-HRTimeline
Apella Capital, LLC1,447$323K0.01%+613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,447$323K0.05%+47813F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,434$320K0.17%+3113F-HRTimeline
Advyzon Investment Management, LLC1,423$317K0.04%+39713F-HRTimeline
AE Wealth Management LLC1,415$316K<0.01%-2913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,732$315K0.04%-2513F-HRTimeline
J.W. COLE ADVISORS, INC.1,642$314K0.01%-1,02813F-HRTimeline
Radnor Capital Management, LLC1,407$314K0.05%013F-HRTimeline
HALL LAURIE J TRUSTEE1,400$312K0.1%-20013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,394$311K0.03%-3713F-HRTimeline
Kathmere Capital Management, LLC1,392$311K0.02%+2013F-HRTimeline
Sterling Capital Management LLC1,389$310K0.01%+56913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,371$306K0.02%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,371$306K0.05%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC1,370$305K0.05%-2113F-HRTimeline
Atlas Brown,Inc.1,364$304K0.09%+513F-HRTimeline
Atwater Malick LLC1,349$301K0.08%-3713F-HRTimeline
EVERPAR ADVISORS LLC1,344$300K0.11%-27813F-HRTimeline
Fieldview Capital Management, LLC1,344$300K0.05%-2,47913F-HRTimeline
Alpha Cubed Investments, LLC1,343$300K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,333$298K-373Timeline
Dynamic Advisor Solutions LLC1,326$296K0.01%-10313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,315$293K0.04%-1013F-HRTimeline
Penobscot Investment Management Company…1,299$290K0.02%013F-HRTimeline
Safe Harbor Fiduciary, LLC1,296$289K0.26%13F-HRTimeline
EWA, LLC1,288$287K0.07%-7013F-HRTimeline
Washington Trust Advisors, Inc.1,286$287K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,286$287K0.03%+4513F-HRTimeline
QSV Equity Investors LLC1,283$286K0.42%-5613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,262$281K0.02%+28613F-HRTimelineGroup
Nilsine Partners, LLC1,261$281K0.02%+4313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,260$281K0.01%-4113F-HRTimeline
Blue Trust, Inc.1,259$281K<0.01%-2713F-HRTimeline
Caitlin John, LLC1,257$281K0.18%new13F-HRTimeline
Fulton Bank, N.A.1,254$280K0.01%-12013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,253$280K0.02%-1913F-HRTimelineGroup
Accurate Wealth Management, LLC1,246$278K0.04%+13413F-HRTimeline
BSW Wealth Partners1,246$278K0.03%-28513F-HRTimeline
CERTUITY, LLC1,241$277K0.02%+15113F-HRTimeline
ALBION FINANCIAL GROUP /UT1,240$277K0.02%-1,23713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,238$277K0.01%+39413F-HRTimelineGroup
Ninety One North America, Inc.1,221$272K0.01%-39113F-HRTimeline
Petros Family Wealth, LLC1,221$272K0.18%-113F-HRTimeline
PCM Encore, LLC1,209$270K0.06%13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,205$269K0.11%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,200$268K0.02%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,200$268K0.13%013F-HRTimeline
Grove Street Fiduciary, LLC1,199$268K0.11%013F-HRTimeline
UMB Bank, n.a.1,198$267K<0.01%+21313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ascent Group, LLCin group Ascent Group, LLC1,191$266K0.01%+15613F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC1,204$265K0.04%+21213F-HRTimelineGroup
EQUITABLE TRUST CO1,189$265K0.01%013F-HRTimeline
HARVEY INVESTMENT CO LLC1,188$265K0.03%013F-HRTimeline
Tannin Capital LLC1,176$262K0.23%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,171$261K<0.01%-56513F-HRTimeline
Cresset Asset Management, LLC1,165$261K<0.01%+32013F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/1,161$259K0.02%-1,52013F-HRTimeline
Choate Investment Advisors1,158$258K0.01%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,154$258K0.04%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,153$257K<0.01%-45513F-HRTimeline
Novak & Powell Financial Services, Inc.1,152$257K0.13%013F-HRTimeline
Hanson & Doremus Investment Management1,150$257K0.03%013F-HRTimeline
Bucket List Wealth Management, LLC1,134$253K0.15%13F-HRTimeline
Storgate, LLC1,132$253K0.21%13F-HRTimeline
PARK NATIONAL CORP /OH/1,127$252K0.01%-513F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,119$250K0.03%013F-HRTimeline
Davies Financial Advisors, Inc.1,119$250K0.46%013F-HRTimeline
Key Financial Inc1,117$249K0.05%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,417$249K0.06%+28013F-HRTimeline
GeoWealth Management, LLC1,113$248K0.01%+19013F-HRTimeline
BROGAN FINANCIAL, INC.1,108$247K0.11%-39613F-HRTimeline
Aprio Wealth Management, LLC1,105$247K0.01%+3513F-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