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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

1,085 managers (1,112 13F filers) reported a position in BR shares at 2025-03-31, 105,284,251 shares in all. 112 filers opened a position and 53 filers sold out during the quarter.

Managers
1,085
13F filers
1,112
New
112
Added
391
Reduced
411
Sold out
53
Shares held by filers
105,284,251

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SeaCrest Wealth Management, LLC1,031$250K0.03%-313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,027$250K0.01%new13F-HRTimeline
SEEDS INVESTOR LLC1,031$250K0.07%-11413F-HRTimeline
Aull & Monroe Investment Management Corp1,026$249K0.12%013F-HRTimeline
Longboard Asset Management, LP1,022$248K0.73%013F-HRTimeline
Larson Financial Group LLC1,020$247K0.01%+74813F-HRTimeline
Jacobsen Capital Management1,019$247K0.11%-613F-HRTimeline
Allred Capital Management, LLC1,013$246K0.1%-1013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,010$245K0.1%013F-HRTimeline
Arkadios Wealth Advisors1,008$244K0.01%new13F-HRTimeline
Procyon Advisors, LLC1,005$244K0.01%-51113F-HRTimeline
Cross Staff Investments Inc1,000$242K0.18%013F-HRTimeline
JMAC ENTERPRISES LLC1,000$242K0.06%013F-HRTimeline
Fischer Financial Services, Inc.1,000$242K0.08%013F-HRTimeline
Wealthspire Advisors, LLC1,000$242K<0.01%+713F-HRTimeline
RDA Financial Network993$241K0.07%-113F-HRTimeline
SYON CAPITAL LLC993$241K0.02%new13F-HRTimeline
FULLCIRCLE WEALTH LLC1,012$240K0.1%+11513F-HRTimeline
Cushing Capital Partners, LLC986$240K0.22%-3,42513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …982$238K0.01%+64713F-HRTimelineGroup
Accurate Wealth Management, LLC1,024$237K0.05%new13F-HRTimeline
Cadent Capital Advisors, LLC977$237K0.09%013F-HRTimeline
PDS Planning, Inc968$235K0.02%+213F-HRTimeline
Wayfinding Financial, LLC964$234K0.1%-2113F-HRTimeline
Strategic Blueprint, LLC965$234K0.01%-34513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors958$232K0.04%-1113F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC953$231K0.01%new13F-HRTimeline
BROGAN FINANCIAL, INC.952$231K0.11%+2813F-HRTimeline
Baron Wealth Management LLC945$229K0.1%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…944$229K<0.01%-3413F-HRTimelineGroup
PATRON PARTNERS, LLC944$229K0.12%-6713F-HRTimeline
Stanley-Laman Group, Ltd.938$227K0.03%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC994$227K0.02%-1613F-HRTimelineGroup
Fragasso Financial Advisors Inc935$227K0.02%+1313F-HRTimeline
River Wealth Advisors LLC935$227K0.03%-7013F-HRTimeline
Inscription Capital, LLC1,100$225K0.04%13F-HRTimeline
Sterling Capital Management LLC928$225K<0.01%-1,40713F-HRTimeline
UMB Bank, n.a.926$225K<0.01%-17113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sigma Planning Corp918$223K0.01%-3913F-HRTimeline
iA Global Asset Management Inc.916$222K<0.01%new13F-HRTimeline
Trinity Financial Advisors LLC925$222K0.08%+113F-HR/ATimeline
Advyzon Investment Management, LLC915$222K0.08%-3113F-HRTimeline
USA FINANCIAL FORMULAS908$220K0.04%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC908$220K0.04%-3313F-HRTimeline
DIVERSIFIED TRUST CO902$219K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.900$218K0.1%-6313F-HRTimeline
NTV Asset Management LLC900$218K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC898$218K0.01%-10913F-HRTimeline
D.A. DAVIDSON & CO.896$217K<0.01%new13F-HRTimeline
Westover Capital Advisors, LLC895$217K0.05%-4013F-HRTimeline
Crestwood Advisors Group, LLC893$217K<0.01%-1713F-HRTimeline
Fort Point Capital Partners LLC893$217K0.02%+813F-HRTimeline
IHT Wealth Management, LLC888$215K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd892$215K0.04%new13F-HRTimeline
Advisory Alpha, LLC884$214K0.01%new13F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …882$214K<0.01%013F-HRTimelineGroup
McAdam, LLC881$214K0.01%-7013F-HRTimeline
PAX Financial Group, LLC877$213K0.04%new13F-HRTimeline
Versant Capital Management, Inc875$212K0.04%new13F-HRTimeline
Howard Capital Management Group, LLC875$212K0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC866$210K0.02%-49813F-HR/ATimeline
Prosperity Consulting Group, LLC863$209K0.02%new13F-HRTimeline
Wallace Advisory Group, LLC924$209K0.14%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…861$209K0.12%new13F-HRTimelineGroup
Balefire, LLC860$209K0.07%+1013F-HRTimeline
Virtue Capital Management, LLC855$208K0.02%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.846$205K0.05%new13F-HRTimelineGroup
R Squared Ltd840$204K0.22%+75013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Souders Financial Advisors837$203K0.03%-47513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP832$202K<0.01%new13F-HRTimelineGroup
Curi Capital, LLC828$201K<0.01%-11413F-HRTimeline
Independent Wealth Network Inc.830$201K0.08%new13F-HRTimeline
Checchi Capital Advisers, LLC825$200K0.01%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…786$191K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC776$188K0.03%13F-HRTimeline
Brooklyn Investment Group774$188K0.04%+10913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP770$187K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…756$183K0.01%+3413F-HRTimelineGroup
MCF Advisors LLC754$183K0.01%-46613F-HRTimeline
Smartleaf Asset Management LLC747$177K0.02%+4913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC708$172K<0.01%-513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC655$159K<0.01%+7213F-HRTimeline
S.A. Mason LLC650$158K0.08%013F-HRTimeline
UNION SAVINGS BANK620$150K0.07%013F-HRTimeline
Oslo Pensjonsforsikring AS616$149K0.02%-27613F-HRTimeline
Kennebec Savings Bank600$145K0.15%013F-HRTimeline
Quarry LP580$141K0.04%-9013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC551$134K<0.01%-10313F-HRTimeline
Quent Capital, LLC534$129K0.01%-1813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.532$129K0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC571$129K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC528$128K0.04%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB523$127K<0.01%-313F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC500$121K0.09%013F-HR/ATimeline
Lowe Wealth Advisors, LLC491$119K0.05%013F-HRTimeline
DHJJ Financial Advisors, Ltd.478$116K0.05%-1413F-HRTimeline
Laurel Wealth Advisors LLC468$113K0.02%013F-HRTimeline
United Community Bankin group United Community Bank468$113K0.04%+1913F-HRTimelineGroup
Covestor Ltd465$113K0.08%-9413F-HRTimeline
HARBOUR INVESTMENTS, INC.444$108K<0.01%-12913F-HRTimeline
Lindbrook Capital, LLC434$105K0.01%+813F-HRTimeline
WEBSTER BANK, N. A.428$104K0.01%013F-HRTimeline
Parkside Financial Bank & Trust424$103K0.01%+613F-HRTimeline
AdvisorNet Financial, Inc424$103K0.01%+2013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC403$97.7K<0.01%-1913F-HRTimelineGroup
HWG Holdings LP400$97K0.04%new13F-HRTimeline
First Command Advisory Services, Inc.394$95.5K<0.01%+413F-HRTimeline
Capital Advisors, Ltd. LLC392$95K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC385$93.3K0.12%+12413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC371$90K<0.01%-8513F-HRTimeline
Bangor Savings Bank364$88.3K0.01%-8813F-HRTimeline
Pinnacle Bancorp, Inc.354$85.8K0.03%013F-HRTimeline
Cromwell Holdings LLC351$85.4K0.05%+813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$84.9K0.01%013F-HRTimeline
Clearstead Advisors, LLC347$84.1K<0.01%-28813F-HRTimeline
Clearstead Trust, LLC346$83.9K0.02%+24013F-HRTimeline
First PREMIER Bank330$80K0.02%013F-HRTimeline
SBI Securities Co., Ltd.322$78.1K<0.01%-2613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.311$75.4K0.05%+4813F-HRTimeline
HM PAYSON & CO310$75.2K<0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC339$75K0.05%-10113F-HRTimeline
MONTAG A & ASSOCIATES INC300$73K<0.01%013F-HRTimeline
Kentucky Trust Co300$72.7K0.04%013F-HRTimeline
Roble, Belko & Company, Inc295$72K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.294$71.3K0.01%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT316$70.9K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd279$67.6K0.03%-813F-HRTimeline
BOKF, NAin group BOKF, NA265$64.3K<0.01%-4513F-HRTimelineGroup
HighMark Wealth Management LLC257$62.4K0.04%+113F-HRTimeline
TRUST CO OF VERMONT255$61.8K<0.01%-60013F-HRTimeline
GeoWealth Management, LLC252$61.1K<0.01%-15813F-HRTimeline
Piscataqua Savings Bank235$57K0.05%013F-HRTimeline
Asset Dedication, LLC229$55.5K<0.01%013F-HRTimeline
Blume Capital Management, Inc.229$55.5K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management229$55.5K0.01%13F-HRTimelineGroup
Promus Capital, LLC229$55.5K0.04%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC225$54.8K<0.01%013F-HRTimeline
Front Row Advisors LLC225$54.8K0.02%013F-HRTimeline
Global X Japan Co., Ltd.220$53.3K0.01%+3913F-HRTimeline
Bruce G. Allen Investments, LLC218$52.9K0.04%-113F-HRTimeline
Truvestments Capital LLC213$51.6K0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…196$47.5K0.02%013F-HRTimelineGroup
FSA Wealth Management LLC191$46.4K0.02%+713F-HRTimeline
CURIO WEALTH, LLC1$45.2K0.33%-19913F-HRTimeline
ROTHSCHILD INVESTMENT LLC183$44.4K<0.01%+1313F-HRTimeline
True Wealth Design, LLC179$43.4K0.02%+2913F-HRTimeline
von Borstel & Associates, Inc.177$43K0.01%new13F-HRTimeline
Evergreen Private Wealth LLC174$42.2K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$42K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.170$41.2K0.02%-2113F-HRTimeline
Smithfield Trust Co170$41K<0.01%013F-HRTimeline
Sandy Spring Bank166$40.2K<0.01%+1313F-HRTimeline
Central Pacific Bank - Trust Division164$39.8K0.01%+3613F-HRTimeline
Manchester Capital Management LLC163$39.5K<0.01%-2813F-HRTimeline
Stuart Chaussee & Associates, Inc.163$39.5K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC156$37.8K<0.01%-113F-HRTimeline
Fortitude Family Office, LLC156$37.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.155$37.6K0.01%-7713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…155$37.6K0.01%+8513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV156$37K0.01%+313F-HRTimeline
Minot DeBlois Advisors LLC150$36.4K0.04%013F-HRTimeline
Olde Wealth Management, LLC148$36K0.01%new13F-HRTimeline
CVA Family Office, LLC145$35.2K0.01%+2713F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…143$35K<0.01%+11713F-HRTimelineGroup
Continuum Advisory, LLC141$34.2K<0.01%+4613F-HRTimeline
Gen-Wealth Partners Inc137$33.2K0.01%-2313F-HRTimeline
CoreCap Advisors, LLC133$32.2K<0.01%+7913F-HRTimeline
Hemington Wealth Management128$31K<0.01%+2013F-HRTimeline
Bogart Wealth, LLC121$29.3K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.120$29K0.02%+113F-HRTimeline
Valued Wealth Advisors LLC117$28.5K0.02%013F-HRTimeline
Mascoma Wealth Management LLC111$26.9K0.01%-25513F-HRTimeline
OAKWORTH CAPITAL, INC.109$26.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC107$25.9K<0.01%013F-HRTimeline
Richardson Capital Management LLC100$24.2K0.02%new13F-HRTimeline
WOLFF WIESE MAGANA LLC100$24.2K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC100$24.2K0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.99$24.1K<0.01%+1713F-HRTimeline
Asset Planning,Inc99$24K0.02%013F-HRTimeline
WPG Advisers, LLC99$24K0.02%-6913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC102$24K<0.01%-1013F-HRTimelineGroup
City State Bank96$23.3K0.01%013F-HRTimeline
REAP Financial Group, LLC93$22.6K0.01%+3213F-HRTimeline
Caldwell Trust Co93$22.5K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC90$21.8K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$21K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC86$20.3K<0.01%+4813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…81$19.6K<0.01%013F-HRTimelineGroup
TOWER TRUST & INVESTMENT Co78$18.9K0.02%13F-HRTimeline
Global Financial Private Client, LLC77$18.7K0.01%+913F-HRTimeline
S&T Bank/PA73$17.7K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC72$17K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV70$17K<0.01%+1913F-HRTimeline
Graney & King, LLC70$17K0.01%013F-HRTimeline
Private Wealth Management Group, LLC69$16.8K0.01%013F-HRTimeline
Caitong International Asset Management …67$16.2K0.01%+1613F-HRTimeline
Coston, McIsaac & Partners64$15K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST60$14.5K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC58$14K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…55$14K<0.01%+2213F-HRTimelineGroup

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