BROADRIDGE FINL SOLUTIONS IN (BR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
40
Reporting holders
$217.4M
Reported value
0.0%
Calls
0.0%
Puts
-980
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $81.8M | 508,021 | 1.37% | 32q | -2.9%-$2.5M |
| Hamlin Capital Management, LLC | $53.6M | 332,572 | 1.33% | new | NEW |
| Fenimore Asset Management Inc | $38.2M | 236,910 | 0.84% | 32q | -6.9%-$2.8M |
| Bath Savings Trust Co | $12.4M | 76,815 | 1.28% | 32q | -13.0%-$1.8M |
| Douglas Lane & Associates, LLC | $9.0M | 55,991 | 0.12% | 27q | -1.9%-$176.2K |
| HALL LAURIE J TRUSTEE | $5.4M | 33,760 | 1.73% | 30q | -1.9%-$104.7K |
| TILIA FIDUCIARY PARTNERS, INC. | $4.9M | 30,178 | 1.12% | 20q | +117.4%+$2.6M |
| Bell Asset Management Ltd | $2.8M | 17,180 | 1.00% | 31q | -30.7%-$1.2M |
| GAMMA Investing LLC | $1.8M | 10,871 | 0.06% | 12q | +20.9%+$303.0K |
| Farther Finance Advisors, LLC | $1.1M | 6,532 | 0.01% | 16q | -15.4%-$191.4K |
| Investors Research Corp | $1.0M | 6,350 | 0.18% | 31q | -1.2%-$12.1K |
| PFW Advisors LLC | $1.0M | 6,257 | 0.30% | 2q | +0.6%+$6.0K |
| Bullock Wealth Management Group | $687.8K | 4,268 | 0.29% | 11q | -2.7%-$19.0K |
| Paladin Partners, LLC | $496.2K | 3,080 | 0.31% | 2q | HELD |
| Wedmont Private Capital | $481.6K | 2,915 | 0.01% | 13q | +3.6%+$16.5K |
| EASTERN BANK | $433.8K | 2,693 | 0.01% | 9q | +2.8%+$11.9K |
| ROCKLAND TRUST CO | $373.8K | 2,320 | 0.01% | 20q | +17.7%+$56.2K |
| Exchange Bank | $362.5K | 2,250 | 0.22% | 14q | HELD |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $289.2K | 1,795 | 0.01% | 14q | -11.6%-$37.9K |
| CONGRESS ASSET MANAGEMENT CO | $270.5K | 1,679 | 0.00% | 32q | -9.5%-$28.5K |
| Apella Capital, LLC | $264.8K | 1,654 | 0.00% | 14q | +9.8%+$23.7K |
| Atlas Brown,Inc. | $219.3K | 1,361 | 0.06% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $172.5K | 1,071 | 0.00% | 20q | +3.9%+$6.4K |
| TOTH FINANCIAL ADVISORY CORP | $146.0K | 906 | 0.01% | 32q | +17.7%+$21.9K |
| ARMSTRONG ADVISORY GROUP, INC | $66.7K | 414 | 0.00% | 16q | HELD |
| Versant Capital Management, Inc | $66.2K | 411 | 0.01% | 7q | -21.9%-$18.5K |
| CoreCap Advisors, LLC | $45.9K | 285 | 0.00% | 11q | +40.4%+$13.2K |
| Bangor Savings Bank | $40.3K | 250 | 0.00% | 18q | HELD |
| Marquette Asset Management, LLC | $14.7K | 91 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $14.0K | 87 | 0.00% | new | NEW |
| Planning Strategies Inc. | $10.0K | 62 | 0.01% | 2q | +287.5%+$7.4K |
| ELEVATION WEALTH PARTNERS, LLC | $9.2K | 57 | 0.00% | 5q | +16.3%+$1.3K |
| VALLEY WEALTH MANAGERS, INC. | $8.4K | 52 | 0.00% | 17q | HELD |
| GK Wealth Management LLC | $6.1K | 38 | 0.00% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $5.4K | 33,706 | 0.04% | 31q | HELD |
| Retirement Wealth Solutions LLC | $2.9K | 18 | 0.00% | 8q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $1.8K | 11 | 0.00% | 2q | HELD |
| GoalVest Advisory LLC | $1.8K | 11 | 0.00% | new | NEW |
| Davis Capital Management | $1.4K | 9 | 0.00% | 2q | +28.6% |
| Wealth Enhancement Trust Services, Inc. | $1.4K | 9 | 0.00% | 4q | -91.7%-$16.1K |
| Grove Bank & Trust | $806 | 5 | 0.00% | 6q | HELD |
| CX Institutional | $333 | 2,069 | 0.01% | 14q | +11.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-01 | Carey Thomas P | Corporate VP | Sold | 2,501 | $399.6K |
| 2026-06-04 | Jarkowski Hope M. | Chief Legal Officer | Sold | 1,966 | $304.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $217.4M | 1,349,239 | 6 | 13 | 13 | 0.0% |
| Q2 2026 | 1,020 | $16.7B | 120,854,215 | 105 | 359 | 392 | 0.5% |
| Q1 2026 | 1,062 | $18.6B | 112,605,624 | 121 | 419 | 305 | 0.2% |
| Q4 2025 | 1,135 | $24.1B | 107,902,406 | 78 | 328 | 411 | 0.1% |
| Q3 2025 | 1,107 | $25.4B | 106,569,741 | 99 | 346 | 360 | 0.3% |
| Q2 2025 | 1,101 | $25.7B | 105,678,704 | 74 | 440 | 336 | 0.1% |
| Q1 2025 | 1,110 | $25.5B | 105,323,771 | 117 | 354 | 368 | 0.2% |
| Q4 2024 | 1,055 | $23.7B | 105,001,104 | 73 | 336 | 302 | 0.1% |
| Q3 2024 | 1,014 | $22.5B | 104,733,700 | 120 | 319 | 324 | 0.2% |
| Q2 2024 | 935 | $21.0B | 106,688,817 | 67 | 326 | 279 | 0.1% |
| Q1 2024 | 941 | $24.1B | 118,030,400 | 84 | 329 | 293 | 0.2% |
| Q4 2023 | 921 | $23.2B | 112,838,374 | 85 | 256 | 317 | 0.2% |
| Q3 2023 | 855 | $18.9B | 105,136,665 | 83 | 248 | 297 | 0.2% |
| Q2 2023 | 818 | $17.7B | 106,352,312 | 73 | 268 | 241 | 0.7% |
| Q1 2023 | 789 | $15.5B | 105,951,740 | 78 | 274 | 236 | 0.1% |
| Q4 2022 | 782 | $13.9B | 103,514,660 | 68 | 247 | 245 | 0.1% |
| Q3 2022 | 789 | $15.4B | 106,116,552 | 79 | 226 | 261 | 0.2% |
| Q2 2022 | 761 | $14.6B | 102,569,866 | 50 | 249 | 251 | 0.1% |
| Q1 2022 | 774 | $15.8B | 101,976,674 | 51 | 264 | 250 | 0.1% |
| Q4 2021 | 820 | $19.0B | 104,118,080 | 60 | 272 | 231 | 0.2% |
| Q3 2021 | 787 | $16.9B | 102,073,315 | 50 | 240 | 241 | 0.1% |
| Q2 2021 | 787 | $16.5B | 102,375,624 | 68 | 264 | 219 | 0.2% |
| Q1 2021 | 775 | $15.5B | 101,368,350 | 57 | 262 | 247 | 0.2% |
| Q4 2020 | 784 | $15.9B | 100,417,795 | 70 | 249 | 248 | 0.3% |
| Q3 2020 | 741 | $13.2B | 99,478,196 | 63 | 212 | 260 | 0.2% |
| Q2 2020 | 723 | $12.8B | 100,500,608 | 79 | 220 | 250 | 0.9% |
| Q1 2020 | 696 | $9.5B | 99,740,154 | 57 | 255 | 222 | 0.9% |
| Q4 2019 | 751 | $12.5B | 100,932,998 | 76 | 238 | 200 | 0.2% |
| Q3 2019 | 692 | $12.5B | 100,432,639 | 64 | 188 | 238 | 0.2% |
| Q2 2019 | 699 | $14.2B | 103,314,848 | 65 | 195 | 263 | 0.5% |
| Q1 2019 | 705 | $10.3B | 98,958,019 | 67 | 246 | 216 | 0.4% |
| Q4 2018 | 711 | $9.7B | 100,770,188 | 10 | 12 | 14 | 0.3% |