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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
Livforsakringsbolaget Skandia, Omsesidi…786$128K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.783$127K0.04%+1813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP770$125K0.01%013F-HRTimeline
Ninety One North America, Inc.770$125K0.01%-45113F-HRTimeline
TD Waterhouse Canada Inc.776$124K<0.01%+26313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC794$122K<0.01%-913F-HRTimeline
State of Wyoming706$115K0.01%+9113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC500$112K0.08%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC672$109K<0.01%-3613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…661$106K<0.01%+2113F-HRTimelineGroup
S.A. Mason LLC650$106K0.04%013F-HRTimeline
Parkside Financial Bank & Trust646$105K0.01%-19513F-HRTimeline
Geneos Wealth Management Inc.646$105K<0.01%-4,16113F-HRTimeline
Leonteq Securities AG615$99.9K0.01%-1,45513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise607$99K<0.01%new13F-HRTimelineGroup
Kennebec Savings Bank600$97.5K0.09%013F-HRTimeline
BAYBAN600$97.5K0.08%new13F-HRTimeline
LFA - Lugano Financial Advisors SA594$96.5K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.575$93.5K<0.01%-1613F-HRTimeline
Basecamp Wealth Advisors LLC554$90K0.02%+713F-HRTimeline
Steigerwald, Gordon & Koch Inc.550$89.4K0.01%-7113F-HRTimeline
Quent Capital, LLC523$85.1K0.01%-3713F-HRTimeline
Innovative Asset Advisors Group, LLC502$81.9K0.05%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC482$78.3K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC480$78K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.478$77.7K0.03%013F-HRTimeline
Essential Partners LLC464$75.4K0.03%+38213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/451$73.3K0.01%+113F-HRTimeline
Clearstead Trust, LLC445$72.3K0.01%-7113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC438$71K<0.01%-4813F-HRTimelineGroup
AdvisorNet Financial, Inc420$68.2K<0.01%-1613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC414$67.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC403$65.5K<0.01%013F-HRTimelineGroup
City State Bank402$65.3K0.02%+30013F-HRTimeline
Capital Advisors, Ltd. LLC394$64K0.01%-2713F-HRTimeline
Financial Network Wealth Advisors LLC390$63.4K0.06%-4013F-HRTimeline
True Wealth Design, LLC375$60.9K0.02%+30913F-HRTimeline
First Command Advisory Services, Inc.372$60.6K<0.01%-5313F-HRTimeline
Cromwell Holdings LLC367$60K0.03%+1013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp367$59.6K<0.01%+413F-HRTimelineGroup
SJS Investment Consulting Inc.359$58.3K0.01%+34313F-HRTimeline
Opal Wealth Advisors, LLC358$58.2K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.354$57.5K0.02%013F-HRTimeline
Measured Wealth Private Client Group, L…354$57.5K0.02%+3013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.347$56.4K0.01%+5013F-HRTimeline
STEPH & CO328$53.3K0.02%-16713F-HRTimeline
SBI Securities Co., Ltd.323$52.5K<0.01%+1213F-HRTimeline
Global X Japan Co., Ltd.323$52.5K<0.01%-12713F-HRTimeline
Covestor Ltd319$52K0.04%-18113F-HRTimeline
CYBER HORNET ETFs LLC322$51.5K0.03%-1713F-HRTimeline
HM PAYSON & CO310$50.4K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC300$49K<0.01%013F-HRTimeline
Kentucky Trust Co300$48.7K0.03%013F-HRTimeline
Roble, Belko & Company, Inc295$48K0.01%013F-HRTimeline
2UniFi Bank290$47.1K0.02%+1513F-HRTimeline
REAP Financial Group, LLC265$43.1K0.01%+6213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.263$42.7K0.03%013F-HRTimeline
Bruce G. Allen Investments, LLC259$42.1K0.03%+5713F-HRTimeline
WEBSTER BANK, N. A.258$41.9K<0.01%013F-HRTimeline
Asset Dedication, LLC253$41.1K<0.01%013F-HRTimeline
CVA Family Office, LLC251$40.8K<0.01%+13113F-HRTimeline
Bangor Savings Bank250$40.6K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC242$39.3K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC236$38.4K<0.01%-12513F-HRTimeline
Root Financial Partners, LLC231$37.5K<0.01%-2613F-HRTimeline
NorthAvenue LLC229$37.2K0.03%013F-HRTimeline
Front Row Advisors LLC225$36.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.220$35.7K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…217$35.3K0.01%-2,96013F-HRTimeline
Piscataqua Savings Bank215$34.9K0.02%013F-HRTimeline
Truvestments Capital LLC214$34.7K0.01%013F-HRTimeline
Lodestone Wealth Management LLC205$33.3K0.01%+3113F-HR/ATimeline
CURIO WEALTH, LLC202$32.8K0.01%+213F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …199$32.3K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…196$31.8K0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC194$31.5K<0.01%-55513F-HRTimeline
BOKF, NAin group BOKF, NA193$31.4K<0.01%+5913F-HRTimelineGroup
Wealth Preservation Advisors, LLC185$30.1K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$28K0.01%013F-HRTimeline
Boreal Capital Management LLC170$27.8K0.02%013F-HRTimeline
Smithfield Trust Co170$27K<0.01%013F-HRTimeline
WPG Advisers, LLC164$26.6K0.02%+2213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC161$26.2K<0.01%-19413F-HRTimeline
Fortitude Family Office, LLC157$25.5K0.01%-413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…155$25.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC154$25K<0.01%+5013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV157$25K0.01%+113F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC150$24.6K<0.01%new13F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC100$24.3K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…138$22.6K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC138$22.4K<0.01%-34313F-HRTimeline
Bogart Wealth, LLC137$22.2K<0.01%+1013F-HRTimeline
First PREMIER Bank135$22K0.01%-19513F-HRTimeline
JFS WEALTH ADVISORS, LLC130$21.1K<0.01%-2213F-HRTimeline
Versant Capital Management, Inc129$21K<0.01%-10713F-HRTimeline
Minot DeBlois Advisors LLC125$20.3K0.02%013F-HRTimeline
Crewe Advisors LLC120$19.5K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC117$19.1K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC116$18.8K0.01%+3613F-HRTimeline
Private Wealth Management Group, LLC114$18.6K<0.01%+4513F-HRTimeline
Mascoma Wealth Management LLC111$18K<0.01%013F-HRTimeline
FIRST HORIZON CORP110$17.9K<0.01%+413F-HRTimeline
OAKWORTH CAPITAL, INC.109$17.7K<0.01%013F-HRTimeline
Manchester Capital Management LLC107$17.4K<0.01%-3713F-HRTimeline
Salomon & Ludwin, LLC107$17.2K<0.01%-4013F-HRTimeline
WOLFF WIESE MAGANA LLC105$17.1K0.01%+513F-HRTimeline
Cornerstone Planning Group LLC110$16.6K<0.01%+3913F-HRTimeline
Richardson Capital Management LLC100$16.2K0.01%013F-HRTimeline
Asset Planning,Inc99$16.1K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…96$15.7K<0.01%+4513F-HRTimelineGroup
Activest Wealth Management96$15.6K<0.01%+7813F-HRTimeline
Meramec Financial Planners, LLC94$15.2K0.01%013F-HRTimeline
Caldwell Trust Co93$15.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.91$14.9K<0.01%013F-HRTimeline
Solstein Capital, LLC91$14.8K0.01%new13F-HRTimeline
Leo H. Evart, Inc.90$14.6K0.01%13F-HR/ATimeline
Keating Financial Advisory Services, In…89$14.5K<0.01%+913F-HRTimeline
GILL CAPITAL PARTNERS, LLC88$14.3K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC87$14.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$14K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc84$13.6K<0.01%+4713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…82$13.3K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…82$13.3K<0.01%013F-HRTimelineGroup
TOWER TRUST & INVESTMENT Co78$12.7K0.01%013F-HRTimeline
Ares Financial Consulting, LLC77$12.3K0.01%+3213F-HRTimeline
S&T Bank/PA73$11.9K<0.01%013F-HRTimeline
Graney & King, LLC70$11.4K0.01%013F-HRTimeline
MTM Investment Management, LLC66$10.7K<0.01%013F-HRTimeline
Coston, McIsaac & Partners64$10K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC61$9.91K<0.01%+1013F-HRTimeline
Rossby Financial, LCC61$9.76K<0.01%+3713F-HRTimeline
Fortis Group Advisors, LLC53$8.61K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.52$8.45K<0.01%013F-HRTimelineGroup
Triumph Capital Management51$8.3K<0.01%+4113F-HRTimeline
SWISS RE LTDin group SWISS RE LTD51$8.29K0.05%013F-HRTimelineGroup
SOUTHERN MICHIGAN BANK & TRUST50$8.12K<0.01%13F-HRTimeline
West Branch Capital LLC50$8.12K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.50$8.12K<0.01%013F-HRTimeline
Vision Retirement, LLC50$8.12K<0.01%013F-HRTimeline
Trask Adam Roland50$8.12K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…49$7.99K<0.01%+513F-HRTimeline
First Pacific Financial47$7.64K<0.01%+1513F-HRTimeline
Virginia Estate & Retirement Planning A…46$7.47K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc45$7.31K<0.01%013F-HRTimeline
JPL Wealth Management, LLC45$7.31K<0.01%new13F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC43$6.99K<0.01%+3313F-HRTimeline
North Star Investment Management Corp.42$6.82K<0.01%-1313F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …41$6.66K<0.01%new13F-HRTimeline
Advocate Investing Services LLC41$6.66K0.01%013F-HRTimeline
Financial Freedom, LLC40$6.5K<0.01%new13F-HRTimeline
RATIONAL ADVISORS, INC.39$6.34K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.39$6.34K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC38$6.17K<0.01%013F-HRTimeline
Strive Financial Group ,LLC40$6K<0.01%013F-HRTimeline
Guinness Atkinson Asset Management Inc36$5.85K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC34$5.52K<0.01%-2913F-HRTimeline
Lloyd Advisory Services, LLC.34$5.52K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.34$5.52K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…32$5.2K<0.01%-1813F-HRTimeline
Avion Wealth32$5K<0.01%+1213F-HRTimeline
Strategic Investment Solutions, Inc. /IL30$4.88K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC29$4.74K<0.01%-813F-HRTimeline
DAGCO, INC.29$4.71K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.25$4.06K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…27$4K<0.01%-9113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC23$3.74K<0.01%+1213F-HRTimeline
Sunrise Financial Services, LLC23$3.74K<0.01%013F-HRTimeline
LGT Financial Advisors LLC22$3.63K0.02%013F-HRTimeline
Kilter Group LLC21$3.41K<0.01%+213F-HRTimeline
NFSG Corp20$3.25K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.20$3.25K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC19$3.09K<0.01%-15413F-HRTimeline
High Note Wealth, LLC19$3.09K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC18$2.92K<0.01%013F-HRTimeline
Abound Wealth Management18$2.92K<0.01%013F-HRTimeline
Seneschal Advisors, LLC18$2.92K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC17$2.79K<0.01%-2813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.17$2.76K<0.01%013F-HRTimeline
LRI Investments, LLC16$2.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.15$2.46K<0.01%-1,93813F-HRTimeline
DiNuzzo Private Wealth, Inc.15$2.44K<0.01%-213F-HRTimeline
Rialto Wealth Management, LLC15$2.44K<0.01%+713F-HRTimeline
Grove Bank & Trust15$2.44K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC15$2.44K<0.01%+913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.14$2.29K<0.01%013F-HRTimelineGroup
Addison Advisors LLC14$2.27K<0.01%+313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13$2.11K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$2.11K<0.01%+913F-HRTimeline
Red Tortoise LLC12$1.95K<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.12$1.95K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC12$1.95K<0.01%+1013F-HR/ATimeline
Corsicana & Co.8$1.94K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC11$1.79K<0.01%-313F-HRTimeline
Wealth Enhancement Trust Services, Inc.11$1.79K<0.01%013F-HRTimeline
Burk Holdings LLC11$1.79K<0.01%new13F-HRTimeline
Bare Financial Services, Inc9$1.46K<0.01%-2213F-HRTimeline
Basepoint Wealth LLC8$1.33K<0.01%013F-HRTimeline
MASECO LLP8$1.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.8$1.3K<0.01%-613F-HRTimeline
Clayton Financial Group LLC8$1.3K<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