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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
OPTIMIZE FINANCIAL INC.2,419$393K0.19%+59713F-HRTimeline
Composition Wealth, LLC2,413$392K0.01%+19913F-HRTimeline
Sunburst Financial Group, LLC2,388$388K0.07%+51413F-HR/ATimeline
Baker Avenue Asset Management, LP2,375$386K0.01%-13913F-HRTimeline
Argent Trust Co2,374$386K0.01%-1013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,372$385K0.04%new13F-HRTimeline
CHICAGO TRUST Co NA2,364$384K0.06%-36813F-HRTimeline
SeaBridge Investment Advisors LLC2,344$381K0.06%013F-HRTimeline
ROCKLAND TRUST CO2,328$378K0.02%-10513F-HRTimeline
MATHER GROUP, LLC.2,320$377K<0.01%+30013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,317$376K0.17%+24513F-HR/ATimeline
DIVIDEND ASSETS CAPITAL, LLC2,313$376K0.07%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,297$373K0.03%-38,32213F-HRTimeline
Fisher Asset Management, LLC2,271$369K<0.01%-39113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,268$369K0.03%-6,01213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,267$368K0.03%+40213F-HRTimeline
Exchange Bank2,250$366K0.25%013F-HRTimeline
SIGNATUREFD, LLC2,249$365K0.01%+33413F-HRTimeline
Compound Planning, Inc.2,208$359K0.01%-3,36113F-HRTimeline
Chicago Partners Investment Group LLC2,232$359K0.01%+1,06513F-HRTimeline
Compass Ion Advisors, LLC2,187$355K0.03%+37513F-HRTimeline
Arax Advisory Partners2,189$355K0.01%+1,24113F-HRTimeline
Sowell Financial Services LLC2,170$353K0.01%-26413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,163$352K0.01%+7913F-HRTimeline
Tailwinds Wealth, LLC2,149$349K0.86%-50413F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC2,145$349K0.01%-20,89513F-HRTimeline
Sompo Asset Management Co., Ltd.2,140$348K0.06%+3013F-HRTimeline
Guardian Wealth Management, Inc.2,135$347K0.19%-96313F-HRTimeline
6th Street Advisors, LLC2,119$346K0.22%13F-HRTimeline
Baker Ellis Asset Management LLC2,131$346K0.04%013F-HRTimeline
Heritage Wealth Advisors2,130$346K0.01%013F-HRTimeline
Advisory Alpha, LLC2,122$345K0.01%+56713F-HRTimeline
Dorsey & Whitney Trust CO LLC2,101$341K0.02%+26813F-HRTimeline
RENASANT BANK2,094$340K0.24%+43413F-HRTimeline
Wedmont Private Capital2,110$340K0.01%-47613F-HRTimeline
Oslo Pensjonsforsikring AS2,089$339K0.05%+1,47313F-HRTimeline
Wellington Grp LLC2,086$339K0.1%+55713F-HRTimeline
D.A. DAVIDSON & CO.2,084$339K<0.01%+63313F-HRTimeline
E6 Portfolios, LLC2,047$333K0.35%+4013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,031$330K0.01%+23913F-HRTimelineGroup
111 Capital2,027$329K0.08%+1,10013F-HRTimeline
Pure Financial Advisors, LLC2,019$328K<0.01%+1,09713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,005$327K0.01%-38813F-HRTimeline
Qtron Investments LLC2,004$326K0.04%+313F-HRTimeline
Leeward Financial Partners, LLC2,000$325K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,997$324K0.01%+1113F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.1,980$322K0.05%+1,00613F-HRTimeline
GROUPAMA ASSET MANAGMENT1,948$317K<0.01%-4,52313F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,938$315K<0.01%+9513F-HRTimelineGroup
Maridea Wealth Management LLC1,932$314K0.05%+46213F-HRTimeline
Verity Asset Management, Inc.1,928$313K0.13%+45013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,925$313K0.02%+1,70413F-HRTimeline
EntryPoint Capital, LLC1,925$313K0.09%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,919$312K0.06%+47213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,910$310K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC1,907$310K0.03%-28213F-HRTimeline
Diversified Enterprises, LLC1,905$310K0.02%+30213F-HRTimeline
Baron Wealth Management LLC1,903$309K0.09%+95413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,897$308K0.04%+14813F-HRTimeline
IFP Advisors, Inc1,885$306K0.01%-29213F-HRTimeline
GREAT LAKES ADVISORS, LLC1,881$306K<0.01%-74913F-HRTimeline
MONECO ADVISORS, LLC1,871$304K0.02%+13413F-HRTimeline
Crestwood Advisors Group, LLC1,854$301K0.01%+16513F-HRTimeline
Smith Group Asset Management, LLC1,850$301K0.02%new13F-HRTimeline
Verition Fund Management LLC1,848$300K<0.01%-6,08313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,841$299K<0.01%-313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,838$299K0.01%+86313F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,835$298K0.01%-19013F-HRTimeline
Texas Capital Bank Wealth Management Se…1,830$297K0.02%+21113F-HRTimeline
Independence Bank of Kentucky1,820$296K0.04%013F-HRTimeline
Arkadios Wealth Advisors1,815$295K<0.01%-79013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,812$294K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,811$294K<0.01%-7213F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC1,804$293K0.02%-2,95713F-HRTimeline
Forza Wealth Management, LLC1,800$292K0.1%013F-HRTimeline
Caitlin John, LLC1,798$292K0.18%+54113F-HRTimeline
Rothschild Wealth LLC1,787$290K0.03%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,778$289K0.05%-2,69313F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,777$289K0.05%+15713F-HRTimeline
GWN SECURITIES INC.1,771$288K0.06%+67413F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,763$287K0.13%+1713F-HRTimeline
Abacus Wealth Partners, LLC1,761$286K0.03%+2513F-HRTimeline
SYON CAPITAL LLC1,756$285K0.01%-75513F-HRTimeline
WEALTH ALLIANCE, LLC1,746$284K0.03%-9813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,743$283K<0.01%-279,48013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,742$283K0.02%-3,90613F-HRTimeline
McMillan Office, Inc.1,742$283K0.04%013F-HRTimeline
Redmond Asset Management, LLC1,741$283K0.08%-10013F-HRTimeline
Chancellor Financial Group WB LP1,739$283K0.2%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,732$281K0.04%013F-HRTimeline
Prosperity Advisers, LLC1,718$281K0.23%013F-HRTimeline
Foundations Investment Advisors, LLC1,726$280K<0.01%-1113F-HRTimeline
Savvy Advisors, Inc.1,715$279K0.01%-90913F-HRTimeline
Clark Capital Management Group, Inc.1,709$278K<0.01%-4613F-HRTimeline
Ifrah Financial Services, Inc.1,691$275K0.07%-4413F-HRTimeline
Randall & Associates Wealth Management1,689$274K0.18%+22913F-HRTimeline
AE Wealth Management LLC1,688$274K<0.01%+27313F-HRTimeline
MBE Wealth Management, LLC1,688$274K0.11%+17713F-HRTimeline
Burton Enright Welch1,681$273K0.04%new13F-HRTimeline
Canada Post Corp Registered Pension Plan1,680$273K0.01%-89013F-HRTimeline
MGO ONE SEVEN LLC1,667$271K0.01%+7313F-HRTimeline
OneDigital Investment Advisors LLC1,667$271K<0.01%-65113F-HRTimeline
Pallas Capital Advisors LLC1,656$269K0.01%new13F-HRTimeline
Mystic Asset Management, Inc.1,646$267K0.06%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,642$267K0.08%-68313F-HRTimeline
Empire Financial Management Company, LLC1,624$264K0.06%013F-HRTimeline
EASTERN BANK1,619$263K<0.01%-2213F-HRTimeline
Astoria Portfolio Advisors LLC.1,668$261K0.06%+25113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,600$260K0.04%013F-HRTimeline
LVW Advisors, LLC1,594$259K0.03%-2,46513F-HRTimeline
TOWNSQUARE CAPITAL LLC1,590$258K0.06%-2,03213F-HRTimeline
Icon Wealth Advisors, LLC1,605$258K0.02%-1,87513F-HRTimeline
CENTRAL TRUST Co1,585$258K0.01%-16113F-HRTimeline
Tema ETFs LLC1,566$254K0.02%+713F-HRTimeline
Prestige Wealth Management Group LLC1,554$254K0.05%013F-HRTimeline
Washington Trust Bank1,560$253K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gilbert & Cook, Inc.1,555$253K0.03%+2613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,555$253K0.03%+26913F-HRTimeline
PRIVATE TRUST CO NA1,554$252K0.02%-2213F-HRTimeline
Centiva Capital, LP1,552$252K0.01%new13F-HRTimeline
Advisors Capital Management, LLC1,547$251K<0.01%-9113F-HRTimeline
Sound View Wealth Advisors Group, LLC1,544$251K0.02%-313F-HRTimeline
Campion Asset Management1,544$251K0.17%-2113F-HRTimeline
Advyzon Investment Management, LLC1,541$250K0.02%+11813F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,530$250K<0.01%-17,19013F-HRTimelineGroup
CLARK FINANCIAL SERVICES GROUP INC …1,539$250K0.14%+10513F-HRTimeline
Legato Capital Management LLC1,537$250K0.02%013F-HRTimeline
Integrated Quantitative Investments LLC1,537$250K0.05%-3,82413F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,517$248K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,517$246K0.02%-2513F-HRTimeline
Prana Capital Management, LP1,513$246K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,508$245K0.01%+18213F-HRTimeline
SHP Wealth Management1,507$245K0.02%+313F-HRTimeline
Shore Point Advisors, LLC1,504$244K0.1%013F-HRTimeline
Anchor Investment Management, LLC1,500$244K0.02%013F-HRTimeline
DV Trading LLC1,500$244K0.02%+1,40013F-HRTimeline
Optas, LLC1,487$242K0.04%-39013F-HRTimeline
Stonehearth Capital Management, LLC1,480$240K0.1%013F-HRTimeline
Apella Capital, LLC1,472$240K<0.01%+2513F-HRTimeline
Snowden Capital Advisors LLC1,465$239K0.01%-64213F-HRTimeline
Kastel Capital Advisors, LLC1,067$238K0.15%013F-HRTimeline
Ipswich Investment Management Co., Inc.1,465$238K0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.1,459$237K0.01%-18313F-HRTimeline
GeoWealth Management, LLC1,459$237K0.01%+34613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,443$235K0.02%+19013F-HRTimelineGroup
AlphaCore Capital LLC1,431$234K0.01%-19713F-HRTimeline
National Wealth Management Group, LLC1,434$233K0.09%-5913F-HRTimeline
Safe Harbor Fiduciary, LLC1,434$233K0.22%+13813F-HRTimeline
OpenArc Corporate Advisory, LLC1,420$231K<0.01%new13F-HRTimeline
Radnor Capital Management, LLC1,407$229K0.03%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,417$228K-240Timeline
Navigation Group, LLC1,400$227K0.05%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,395$227K0.02%+113F-HRTimeline
Fragasso Financial Advisors Inc1,393$226K0.01%+42313F-HRTimeline
Parallel Advisors, LLC1,386$225K<0.01%+29513F-HR/ATimeline
Krilogy Financial LLC1,375$223K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,372$223K0.01%new13F-HRTimeline
Atlas Brown,Inc.1,370$223K0.07%+613F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.1,365$222K0.04%new13F-HRTimelineGroup
CWA Asset Management Group, LLC1,349$219K0.01%-23813F-HRTimeline
LaSalle St. Investment Advisors, LLC1,342$218K0.03%-2813F-HRTimeline
DIVERSIFIED TRUST CO1,342$218K<0.01%-45213F-HRTimeline
Atom Investors LP1,342$218K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,334$217K0.01%+113F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd1,328$216K0.01%new13F-HRTimelineGroup
TRUST POINT INC.1,315$214K0.02%-27513F-HRTimeline
UMB Bank, n.a.1,308$213K<0.01%+11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Portside Wealth Group, LLC1,308$213K0.03%-36713F-HRTimeline
HALL LAURIE J TRUSTEE1,300$211K0.07%-10013F-HRTimeline
Penobscot Investment Management Company…1,299$211K0.02%013F-HRTimeline
Bull Harbor Capital LLC1,288$209K0.06%13F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,288$209K0.02%+16913F-HRTimeline
Washington Trust Advisors, Inc.1,286$209K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,275$208K0.01%-23313F-HRTimeline
Fulton Bank, N.A.1,281$208K0.01%+2713F-HRTimeline
SIMPLEX TRADING, LLC1,273$207K0.01%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,272$207K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Capital Partners Inc.1,270$206K0.01%+51013F-HRTimeline
Tranquilli Financial Advisor LLC1,247$203K0.12%new13F-HRTimeline
Hunter Perkins Capital Management, LLC1,236$202K0.05%new13F-HRTimeline
PCM Encore, LLC1,242$202K0.04%+3313F-HRTimeline
Caitong International Asset Management …1,241$202K0.04%+64513F-HRTimeline
SYM FINANCIAL Corp1,237$201K0.02%new13F-HRTimeline
McAdam, LLC1,233$200K0.01%+21113F-HRTimeline
Greykasell Wealth Strategies, Inc.1,205$196K0.08%013F-HRTimeline
Hanson & Doremus Investment Management1,150$187K0.02%013F-HRTimeline
CX Institutional1,145$186K0.01%-47313F-HRTimeline
Sterling Capital Management LLC1,117$181K<0.01%-27213F-HRTimeline
Key Financial Inc1,117$181K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,042$169K<0.01%-4813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors973$158K0.02%-9013F-HRTimelineGroup
MidFirst Bank955$155K0.01%+34713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV930$151K0.02%-38513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC885$144K<0.01%+50713F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …882$143K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC870$142K0.01%-17713F-HRTimeline
Blue Trust, Inc.872$142K<0.01%-38713F-HRTimeline
Destiny Wealth Partners, LLC842$137K0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd827$134K<0.01%new13F-HRTimelineGroup
Quarry LP807$131K0.03%+38713F-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