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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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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
USA FINANCIAL FORMULAS1,026$249K0.04%+11813F-HRTimeline
PDS Planning, Inc1,025$249K0.02%+5713F-HRTimeline
Longboard Asset Management, LP1,022$248K0.62%013F-HRTimeline
Jacobsen Capital Management1,015$247K0.09%-413F-HRTimeline
Allred Capital Management, LLC1,012$246K0.09%-113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,010$245K0.08%013F-HRTimeline
SOMERVILLE KURT F1,006$244K0.04%-25013F-HRTimeline
Cushing Capital Partners, LLC999$244K0.21%+1313F-HRTimeline
Cross Staff Investments Inc1,000$243K0.18%013F-HRTimeline
JMAC ENTERPRISES LLC1,000$243K0.05%013F-HRTimeline
Fischer Financial Services, Inc.1,000$243K0.07%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…994$242K0.01%+5013F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC986$241K0.02%-813F-HRTimelineGroup
Financial Management Professionals, Inc.990$241K0.03%+95413F-HRTimeline
Cadent Capital Advisors, LLC977$237K0.08%013F-HRTimeline
RDA Financial Network972$236K0.06%-2113F-HRTimeline
Pegasus Asset Management, Inc.968$235K0.08%new13F-HRTimeline
Wayfinding Financial, LLC947$235K0.11%-1713F-HRTimeline
Fragasso Financial Advisors Inc964$234K0.02%+2913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors958$233K0.03%013F-HRTimelineGroup
McAdam, LLC946$230K0.01%+6513F-HRTimeline
Procyon Advisors, LLC946$230K0.02%-5913F-HRTimeline
Atria Wealth Solutions, Inc.942$230K0.01%-20513F-HRTimeline
River Wealth Advisors LLC935$227K0.03%013F-HRTimeline
Advyzon Investment Management, LLC930$226K0.05%+1513F-HRTimeline
PATRON PARTNERS, LLC930$226K0.11%-1413F-HRTimeline
Trinity Financial Advisors LLC925$226K0.07%013F-HRTimeline
PAX Financial Group, LLC926$225K0.04%+4913F-HRTimeline
Tairen Capital Ltd925$225K0.02%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.925$225K0.05%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…921$224K0.17%-11413F-HRTimeline
Summit Trail Advisors, LLC910$224K<0.01%-12913F-HRTimeline
KFA Private Wealth Group, LLC905$220K0.07%new13F-HRTimeline
UMB Bank, n.a.903$219K<0.01%-2313F-HR/ATimeline
NTV Asset Management LLC900$219K0.03%013F-HRTimeline
AlphaCore Capital LLC894$218K0.01%new13F-HRTimeline
Trust Co of the South895$218K0.04%new13F-HRTimeline
Prosperity Consulting Group, LLC894$217K0.02%+3113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC893$217K0.04%-1513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC885$215K0.01%-1313F-HRTimeline
First Affirmative Financial Network883$215K0.11%-18913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …882$214K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC881$214K<0.01%-1213F-HRTimeline
Westover Capital Advisors, LLC875$213K0.04%-2013F-HRTimeline
Balefire, LLC875$213K0.05%+1513F-HRTimeline
Howard Capital Management Group, LLC875$213K0.01%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…868$211K0.11%+713F-HRTimelineGroup
Larson Financial Group LLC867$211K0.01%-15313F-HRTimeline
Versant Capital Management, Inc865$210K0.03%-1013F-HRTimeline
Keystone Financial Services863$210K0.07%new13F-HRTimeline
Independent Wealth Network Inc.858$209K0.08%+2813F-HRTimeline
Wallace Advisory Group, LLC859$208K0.15%-6513F-HRTimeline
Raleigh Capital Management Inc.855$208K0.09%-4513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.854$208K0.05%+813F-HRTimelineGroup
Sterling Capital Management LLC852$207K<0.01%-7613F-HR/ATimeline
Souders Financial Advisors838$204K0.03%+113F-HRTimeline
OLD NATIONAL BANCORP /IN/835$203K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC833$202K0.01%-13213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP833$202K<0.01%+113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…830$202K0.01%+7413F-HRTimelineGroup
Hamilton Capital Partners Inc.829$201K0.01%-41613F-HRTimeline
Clarity Wealth Advisors, LLC824$200K0.05%new13F-HRTimeline
DIVERSIFIED TRUST CO824$200K<0.01%-7813F-HRTimeline
First Horizon Advisors, Inc.823$200K0.01%-45113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…786$191K0.01%013F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP770$187K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC762$185K0.02%-1413F-HRTimeline
MCF Advisors LLC754$183K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC708$172K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust689$167K0.02%+26513F-HRTimeline
Clearstead Advisors, LLC665$162K<0.01%+31813F-HRTimeline
S.A. Mason LLC650$158K0.08%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…637$154K<0.01%-3,28113F-HRTimelineGroup
UNION SAVINGS BANK620$153K0.07%013F-HRTimeline
Oslo Pensjonsforsikring AS616$150K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC608$148K0.01%+23713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC608$148K<0.01%-4713F-HRTimeline
Kennebec Savings Bank600$146K0.14%013F-HRTimeline
Smartleaf Asset Management LLC594$142K0.01%-15313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC552$135K<0.01%+113F-HRTimeline
Clearstead Trust, LLC550$134K0.03%+20413F-HRTimeline
Fulcrum Asset Management LLP506$123K0.04%new13F-HR/ATimeline
Lowe Wealth Advisors, LLC491$119K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.489$119K<0.01%+4513F-HRTimeline
DHJJ Financial Advisors, Ltd.478$116K0.04%013F-HRTimeline
United Community Bankin group United Community Bank473$115K0.04%+513F-HRTimelineGroup
GeoWealth Management, LLC450$109K<0.01%+19813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/450$109K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc423$103K0.01%-113F-HRTimeline
Capital Advisors, Ltd. LLC421$102K0.01%+2913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC414$101K0.01%-15713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC403$97.9K<0.01%013F-HRTimelineGroup
Covestor Ltd399$97K0.06%-6613F-HRTimeline
Financial Network Wealth Advisors LLC394$95.8K0.12%+913F-HRTimeline
First Command Advisory Services, Inc.390$94.8K<0.01%-413F-HRTimeline
Bangor Savings Bank364$88.5K0.01%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT425$88K<0.01%+10913F-HRTimeline
Plante Moran Financial Advisors, LLC361$87.9K0.01%-1,94013F-HRTimeline
Cromwell Holdings LLC360$87.8K0.05%+913F-HRTimeline
Pinnacle Bancorp, Inc.354$86K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$85.1K0.01%013F-HRTimeline
MUFG Securities EMEA plc345$83.8K<0.01%new13F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC339$80K0.04%013F-HRTimeline
First PREMIER Bank330$80K0.02%013F-HRTimeline
SBI Securities Co., Ltd.321$78K<0.01%-113F-HRTimeline
Opal Wealth Advisors, LLC319$77.5K0.02%-20913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.311$75.6K0.05%013F-HRTimeline
HM PAYSON & CO310$75.3K<0.01%013F-HRTimeline
CYBER HORNET ETFs LLC309$75K0.05%new13F-HRTimeline
MONTAG A & ASSOCIATES INC300$73.2K<0.01%013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …300$72.9K<0.01%new13F-HRTimelineGroup
Kentucky Trust Co300$72.9K0.04%013F-HRTimeline
Roble, Belko & Company, Inc295$72K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.294$71.5K0.01%013F-HRTimeline
WEBSTER BANK, N. A.273$66.3K0.01%-15513F-HRTimeline
TRUST CO OF VERMONT255$62K<0.01%013F-HRTimeline
HighMark Wealth Management LLC248$60.3K0.03%-913F-HRTimeline
Asset Dedication, LLC229$55.7K<0.01%013F-HRTimeline
Blume Capital Management, Inc.229$55.7K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management229$55.7K0.01%013F-HRTimelineGroup
Promus Capital, LLC229$55.7K0.04%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC225$54.9K<0.01%013F-HR/ATimeline
Front Row Advisors LLC225$54.9K0.02%013F-HRTimeline
Ransom Advisory, Ltd224$54.4K0.03%-5513F-HRTimeline
Bruce G. Allen Investments, LLC216$52.5K0.04%-213F-HRTimeline
Central Pacific Bank - Trust Division215$52.3K0.01%+5113F-HRTimeline
Piscataqua Savings Bank215$52.2K0.04%-2013F-HRTimeline
Truvestments Capital LLC214$51.9K0.01%+113F-HRTimeline
CURIO WEALTH, LLC200$48.6K0.02%+19913F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …199$48.4K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…196$47.6K0.02%013F-HRTimelineGroup
FSA Wealth Management LLC192$46.6K0.02%+113F-HRTimeline
Global X Japan Co., Ltd.183$44.5K<0.01%-3713F-HRTimeline
True Wealth Design, LLC182$44.2K0.02%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC179$43.5K<0.01%-413F-HRTimeline
Cape Investment Advisory, Inc.176$42.8K0.02%+613F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$42K0.02%013F-HRTimeline
Boreal Capital Management LLC170$41.5K0.03%13F-HRTimeline
Smithfield Trust Co170$41K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp166$40.3K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC163$39.6K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.163$39.6K0.01%013F-HRTimeline
STEPH & CO161$39.1K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV156$38K0.01%013F-HRTimeline
Fortitude Family Office, LLC155$37.7K0.01%-113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…155$37.7K0.01%013F-HRTimeline
REAP Financial Group, LLC148$36K0.01%+5513F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…146$36K<0.01%+313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC143$34.8K<0.01%-1313F-HRTimeline
Hemington Wealth Management140$34K<0.01%+1213F-HRTimeline
Evergreen Private Wealth LLC137$33.3K0.01%-3713F-HRTimeline
CoreCap Advisors, LLC134$32.6K<0.01%+113F-HRTimeline
CVA Family Office, LLC126$30.6K<0.01%-1913F-HRTimeline
Minot DeBlois Advisors LLC125$30.4K0.03%-2513F-HRTimeline
Gen-Wealth Partners Inc125$30.4K0.01%-1213F-HRTimeline
Caitong International Asset Management …124$30.1K0.02%+5713F-HRTimeline
Bogart Wealth, LLC123$29.9K<0.01%+213F-HRTimeline
2UniFi Bank122$29.6K0.02%+6413F-HRTimeline
Valued Wealth Advisors LLC117$28.5K0.01%013F-HRTimeline
ORG Partners LLC115$28.1K0.01%+9013F-HRTimeline
Quest 10 Wealth Builders, Inc.115$27.9K0.03%+9513F-HRTimeline
Mascoma Wealth Management LLC111$27K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.109$26.5K<0.01%013F-HRTimeline
NewSquare Capital LLC108$26.2K<0.01%+5113F-HRTimeline
Salomon & Ludwin, LLC107$25.5K<0.01%013F-HRTimeline
Richardson Capital Management LLC100$24.3K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC100$24.3K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC100$24.3K0.01%013F-HRTimeline
Asset Planning,Inc99$24.1K0.02%013F-HRTimeline
City State Bank96$23.3K0.01%013F-HRTimeline
WPG Advisers, LLC93$22.6K0.02%-613F-HRTimeline
Caldwell Trust Co93$22.6K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC90$21.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$21K<0.01%013F-HRTimelineGroup
Essential Partners LLC83$20.2K0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC75$19.7K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$19.4K<0.01%-113F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC79$19.2K0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co78$19K0.01%013F-HRTimeline
Sunbelt Securities, Inc.82$18.6K<0.01%-1713F-HRTimeline
S&T Bank/PA73$17.7K0.01%013F-HRTimeline
Graney & King, LLC70$17K0.01%013F-HRTimeline
Private Wealth Management Group, LLC69$16.8K0.01%013F-HRTimeline
MTM Investment Management, LLC66$16K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…62$15K<0.01%+713F-HRTimelineGroup
Coston, McIsaac & Partners64$15K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST60$14.6K0.01%013F-HRTimeline
SIERRA OCEAN, LLC59$14.4K0.01%+1313F-HRTimeline
Retirement Wealth Solutions LLC58$14.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV57$13.9K<0.01%-1313F-HRTimeline
Rise Advisors, LLC54$13.2K0.01%013F-HRTimeline
Fortis Group Advisors, LLC53$12.9K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.52$12.6K<0.01%013F-HRTimelineGroup
Investors Research Corp52$12.6K<0.01%013F-HRTimeline
West Branch Capital LLC50$12.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC44$11.7K<0.01%-4213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…47$11.5K<0.01%+1113F-HRTimeline
PrairieView Partners, LLC49$11K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc45$10.9K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.44$10.7K<0.01%new13F-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