# BROADRIDGE FINL SOLUTIONS IN (BR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BR/

- Reporting holders: 40
- Reported value: $217.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $81.8M | 508,021 | 1.4% | 32 |
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $53.6M | 332,572 | 1.3% | 1 |
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $38.2M | 236,910 | 0.8% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $12.4M | 76,815 | 1.3% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $9.0M | 55,991 | 0.1% | 27 |
| [HALL LAURIE J TRUSTEE](https://holderbook.com/funds/1388382-hall-laurie-j-trustee/) | $5.4M | 33,760 | 1.7% | 30 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $4.9M | 30,178 | 1.1% | 20 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.8M | 17,180 | 1.0% | 31 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.8M | 10,871 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 6,532 | 0.0% | 16 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.0M | 6,350 | 0.2% | 31 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $1.0M | 6,257 | 0.3% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $687.8K | 4,268 | 0.3% | 11 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $496.2K | 3,080 | 0.3% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $481.6K | 2,915 | 0.0% | 13 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $433.8K | 2,693 | 0.0% | 9 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $373.8K | 2,320 | 0.0% | 20 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $362.5K | 2,250 | 0.2% | 14 |
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $289.2K | 1,795 | 0.0% | 14 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $270.5K | 1,679 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $264.8K | 1,654 | 0.0% | 14 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $219.3K | 1,361 | 0.1% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $172.5K | 1,071 | 0.0% | 20 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $146.0K | 906 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $66.7K | 414 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $217.4M |
| Q2 2026 | 1,020 | $16.7B |
| Q1 2026 | 1,062 | $18.6B |
| Q4 2025 | 1,135 | $24.1B |
| Q3 2025 | 1,107 | $25.4B |
| Q2 2025 | 1,101 | $25.7B |
| Q1 2025 | 1,110 | $25.5B |
| Q4 2024 | 1,055 | $23.7B |
| Q3 2024 | 1,014 | $22.5B |
| Q2 2024 | 935 | $21.0B |
| Q1 2024 | 941 | $24.1B |
| Q4 2023 | 921 | $23.2B |