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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

1,081 managers (1,107 13F filers) reported a position in BR shares at 2025-09-30, 105,644,375 shares in all. 95 filers opened a position and 80 filers sold out during the quarter.

Managers
1,081
13F filers
1,107
New
95
Added
376
Reduced
395
Sold out
80
Shares held by filers
105,644,375

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PAX Financial Group, LLC1,052$250K0.05%+12613F-HRTimeline
Mayflower Financial Advisors, LLC1,050$250K0.03%013F-HRTimeline
FULLCIRCLE WEALTH LLC1,122$250K0.09%+3013F-HRTimeline
LONDON CO OF VIRGINIA1,043$248K<0.01%-103,62713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,035$247K0.01%-11113F-HRTimelineGroup
Advyzon Investment Management, LLC1,026$244K0.04%+9613F-HRTimeline
Avestar Capital, LLC1,019$244K0.02%-12713F-HRTimeline
Longboard Asset Management, LP1,022$243K0.39%013F-HRTimeline
Allred Capital Management, LLC1,012$241K0.08%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,010$241K0.07%013F-HRTimeline
SOMERVILLE KURT F1,006$240K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,004$240K<0.01%+1013F-HRTimelineGroup
Cross Staff Investments Inc1,000$238K0.17%013F-HRTimeline
JMAC ENTERPRISES LLC1,000$238K0.05%013F-HRTimeline
Fischer Financial Services, Inc.1,000$238K0.06%013F-HRTimeline
Jacobsen Capital Management998$238K0.08%-1713F-HRTimeline
UMB Bank, n.a.985$235K<0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SeaCrest Wealth Management, LLC990$234K0.02%-5513F-HRTimeline
USA FINANCIAL FORMULAS979$233K0.04%-4713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC992$233K0.03%new13F-HRTimelineGroup
Aull & Monroe Investment Management Corp976$232K0.12%-5013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC976$231K0.02%-1013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC969$231K0.04%new13F-HRTimeline
Pegasus Asset Management, Inc.968$231K0.07%013F-HR/ATimeline
PharVision Advisers, LLC959$228K0.13%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors958$228K0.03%013F-HRTimelineGroup
Bill Few Associates, Inc.956$228K0.06%new13F-HRTimeline
RDA Financial Network949$226K0.06%-2313F-HRTimeline
Fragasso Financial Advisors Inc961$226K0.01%-313F-HRTimeline
Wayfinding Financial, LLC937$224K0.1%-1013F-HRTimeline
River Wealth Advisors LLC936$223K0.03%+113F-HRTimeline
PATRON PARTNERS, LLC930$221K0.1%013F-HRTimeline
Trinity Financial Advisors LLC925$221K0.06%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO928$221K0.04%new13F-HRTimeline
First National Bank of Hutchinson928$221K0.12%new13F-HRTimeline
Wealthspire Advisors, LLC928$221K<0.01%-13213F-HRTimeline
PATTON FUND MANAGEMENT, INC.925$220K0.04%013F-HRTimeline
GeoWealth Management, LLC923$220K0.01%+47313F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,081$219K<0.01%+65613F-HRTimeline
KFA Private Wealth Group, LLC905$216K0.06%013F-HRTimeline
NTV Asset Management LLC900$214K0.02%013F-HRTimeline
Trust Co of the South895$213K0.04%013F-HRTimeline
Freestone Grove Partners LP888$211K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust887$211K0.02%+19813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …882$210K<0.01%013F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT880$210K0.1%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC880$210K0.04%-1313F-HRTimeline
Strategic Blueprint, LLC880$210K0.01%+4713F-HRTimeline
Sageworth Trust Co879$209K0.01%new13F-HRTimeline
Versant Capital Management, Inc879$209K0.03%+1413F-HRTimeline
Independent Wealth Network Inc.877$209K0.07%+1913F-HRTimeline
Westover Capital Advisors, LLC875$208K0.04%013F-HRTimeline
Howard Capital Management Group, LLC875$208K0.01%013F-HRTimeline
von Borstel & Associates, Inc.930$207K0.03%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC868$207K0.03%new13F-HRTimeline
GTS SECURITIES LLC868$207K0.01%-17713F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…866$206K0.11%-213F-HRTimelineGroup
Hutchens & Kramer Investment Management…865$206K0.08%-35513F-HRTimeline
Keystone Financial Services863$206K0.06%013F-HRTimeline
BOKF, NAin group BOKF, NA860$205K<0.01%-20213F-HRTimelineGroup
Souders Financial Advisors856$204K0.02%+1813F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.855$204K0.05%+113F-HRTimelineGroup
Prosperity Consulting Group, LLC854$203K0.01%-4013F-HRTimeline
Cresset Asset Management, LLC845$202K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…844$201K0.01%+1413F-HRTimelineGroup
Larson Financial Group LLC844$201K0.01%-2313F-HRTimeline
Quarry LP831$198K0.05%-57713F-HRTimeline
Hamilton Capital Partners Inc.829$197K0.01%013F-HRTimeline
Sterling Capital Management LLC820$195K<0.01%-3213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC803$192K<0.01%+25113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…786$188K0.01%013F-HRTimeline
Raleigh Capital Management Inc.774$184K0.07%-8113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP770$183K0.02%013F-HRTimeline
New Millennium Group LLC760$181K0.08%-5,88313F-HRTimeline
MCF Advisors LLC754$180K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC755$180K0.02%-713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC708$166K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.661$157K0.02%new13F-HRTimeline
S.A. Mason LLC650$155K0.07%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…644$153K<0.01%+713F-HRTimelineGroup
Oslo Pensjonsforsikring AS616$147K0.02%013F-HRTimeline
Kennebec Savings Bank600$143K0.13%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC574$137K<0.01%new13F-HR/ATimelineGroup
Quent Capital, LLC549$131K0.01%new13F-HRTimeline
Clearstead Trust, LLC540$129K0.02%-1013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC529$126K<0.01%-7913F-HRTimeline
United Community Bankin group United Community Bank518$123K0.04%+4513F-HRTimelineGroup
Covestor Ltd516$123K0.07%+11713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC500$119K0.09%-121,01513F-HR/ATimeline
Fulcrum Asset Management LLP494$118K0.03%-1213F-HR/ATimeline
Lowe Wealth Advisors, LLC491$117K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.478$114K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.476$113K<0.01%-1313F-HRTimeline
Gen-Wealth Partners Inc462$110K0.04%+33713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/450$107K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC434$103K<0.01%-4,28113F-HRTimeline
Financial Network Wealth Advisors LLC427$102K0.11%+3313F-HRTimeline
Clearstead Advisors, LLC425$101K<0.01%-24013F-HRTimeline
First Command Advisory Services, Inc.425$101K<0.01%+3513F-HRTimeline
AdvisorNet Financial, Inc423$101K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC421$100K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC414$98.6K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC403$96K<0.01%013F-HRTimelineGroup
Bangor Savings Bank364$86.7K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC361$86.1K0.01%013F-HRTimeline
Cromwell Holdings LLC360$86.1K0.05%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp361$86K<0.01%+33213F-HRTimelineGroup
Pinnacle Bancorp, Inc.354$84.3K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC352$83.8K0.01%+213F-HRTimeline
First PREMIER Bank330$79K0.02%013F-HRTimeline
SBI Securities Co., Ltd.331$78.8K<0.01%+1013F-HRTimeline
Measured Wealth Private Client Group, L…324$77.2K0.02%new13F-HRTimeline
CYBER HORNET ETFs LLC319$76K0.05%+1013F-HRTimeline
MONTAG A & ASSOCIATES INC311$74.4K<0.01%+1113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.311$74.1K0.05%013F-HRTimeline
HM PAYSON & CO310$73.8K<0.01%013F-HRTimeline
Kentucky Trust Co300$71.5K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.294$70K0.01%013F-HRTimeline
Roble, Belko & Company, Inc295$70K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.297$69.7K<0.01%-1,16013F-HRTimeline
WEBSTER BANK, N. A.273$65K0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC265$63K0.04%-7413F-HRTimeline
TRUST CO OF VERMONT255$60.7K<0.01%013F-HRTimeline
Asset Dedication, LLC253$60.3K<0.01%+2413F-HRTimeline
Global X Japan Co., Ltd.253$60.3K0.01%+7013F-HRTimeline
True Wealth Design, LLC241$57.4K0.02%+5913F-HRTimeline
Root Financial Partners, LLC239$57K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.229$54.5K0.01%013F-HRTimeline
Promus Capital, LLC229$54.5K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC225$53.8K<0.01%013F-HRTimeline
Front Row Advisors LLC225$53.8K0.02%013F-HRTimeline
Ransom Advisory, Ltd224$53.4K0.02%013F-HR/ATimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management219$52.2K0.01%-1013F-HRTimelineGroup
Central Pacific Bank - Trust Division215$51.2K0.01%013F-HRTimeline
Piscataqua Savings Bank215$51.2K0.04%013F-HRTimeline
Truvestments Capital LLC214$50.9K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC212$50.5K0.04%-413F-HRTimeline
SUMMIT SECURITIES GROUP LLC201$47.9K0.02%+12213F-HRTimeline
CURIO WEALTH, LLC200$47.6K0.02%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …199$47.4K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…196$46.7K0.01%013F-HRTimelineGroup
FSA Wealth Management LLC192$45.7K0.02%013F-HRTimeline
2UniFi Bank183$43.6K0.02%+6113F-HRTimeline
ORG Partners LLC181$43.6K0.01%+6613F-HRTimeline
Cape Investment Advisory, Inc.181$43.1K0.04%+513F-HRTimeline
STEPH & CO179$42.6K0.01%+1813F-HRTimeline
ROTHSCHILD INVESTMENT LLC177$42.2K<0.01%-213F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$42K0.01%013F-HRTimeline
REAP Financial Group, LLC174$41.5K0.01%+2613F-HRTimeline
Smithfield Trust Co170$41K<0.01%013F-HRTimeline
Boreal Capital Management LLC170$40.7K0.03%013F-HRTimeline
Fortitude Family Office, LLC164$39.1K0.01%+913F-HRTimeline
Stuart Chaussee & Associates, Inc.163$38.8K0.01%013F-HRTimeline
Caitong International Asset Management …162$38.6K0.03%+3813F-HRTimeline
Principia Wealth Advisory, LLC160$38.1K0.03%+15713F-HRTimeline
Manchester Capital Management LLC158$37.6K0.01%-513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV157$37K0.01%+113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…155$36.9K0.01%013F-HRTimeline
Hemington Wealth Management154$36K<0.01%+1413F-HRTimeline
Evergreen Private Wealth LLC141$33.6K0.01%+413F-HRTimeline
Salomon & Ludwin, LLC140$32.9K<0.01%+3313F-HRTimeline
CVA Family Office, LLC135$32.2K<0.01%+913F-HRTimeline
Crewe Advisors LLC134$31.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC130$31K<0.01%-413F-HRTimeline
JFS WEALTH ADVISORS, LLC128$30.5K<0.01%-1513F-HRTimeline
Minot DeBlois Advisors LLC125$29.8K0.03%013F-HRTimeline
Bogart Wealth, LLC123$29.3K<0.01%013F-HRTimeline
Guerra Advisors Inc120$28.6K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC117$28K0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise115$27.4K<0.01%-22,81013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…115$27.3K<0.01%+5313F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…113$27K<0.01%-3313F-HRTimelineGroup
Mascoma Wealth Management LLC111$26.4K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.109$26K<0.01%013F-HRTimeline
FIRST HORIZON CORP106$25.2K<0.01%13F-HRTimeline
Richardson Capital Management LLC100$23.8K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC100$23.8K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC100$23.8K0.01%013F-HRTimeline
Asset Planning,Inc99$23.6K0.02%013F-HRTimeline
City State Bank96$22.9K0.01%013F-HRTimeline
Caldwell Trust Co93$22.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.91$21.6K<0.01%+913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$21K<0.01%013F-HRTimelineGroup
Essential Partners LLC82$19.5K0.01%-113F-HRTimeline
Wealth Watch Advisors, INC81$19.3K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$19.1K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC80$19.1K0.01%-1313F-HRTimeline
Westfuller Advisors, LLC80$19K0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co78$18.6K0.01%013F-HRTimeline
S&T Bank/PA73$17.4K<0.01%013F-HRTimeline
Graney & King, LLC70$16.7K0.01%013F-HRTimeline
Private Wealth Management Group, LLC69$16.5K<0.01%013F-HRTimeline
CGC Financial Services, LLC69$16.4K<0.01%new13F-HRTimeline
MTM Investment Management, LLC66$15.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC71$15.7K<0.01%+2713F-HRTimeline
Coston, McIsaac & Partners64$15K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST60$14.3K<0.01%013F-HRTimeline
Rise Advisors, LLC54$12.9K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC53$12.6K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.52$12.4K<0.01%013F-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