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Who Owns Broadridge Financial Solutions Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Broadridge Financial Solutions Inc.

Who crossed 5% of BR →
Managers holding
37
as of 2026-09-30
Reported value
$138.5M
summed across filings
Shares held
859.4K
Added vs trimmed
14 / 13
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Hamlin Capital Management, LLCCOM332.6K sh—$53.6M
Fenimore Asset Management IncCOM236.9K shtrimmed$38.2M
Bath Savings Trust CoCommon Stock76.8K shtrimmed$12.4M
Douglas Lane & Associates, LLCCOMMON56K shtrimmed$9M
HALL LAURIE J TRUSTEEEquities33.8K shtrimmed$5.4M
Mn Services Vermogensbeheer B.V.COM33.7K shheld$5.4M
Bell Asset Management LtdCOM17.2K shtrimmed$2.8M
TILIA FIDUCIARY PARTNERS, INC.Stock15.1K shadded$2.4M
GAMMA Investing LLCCommon Stock10.9K shadded$1.8M
Farther Finance Advisors, LLCStock6.5K shtrimmed$1.1M
Investors Research CorpCOM6.4K shtrimmed$1M
PFW Advisors LLCCOM6.3K shadded$1M
Bullock Wealth Management GroupStock4.3K shtrimmed$687.8K
Paladin Partners, LLCStock3.1K shheld$496.2K
Wedmont Private CapitalCOM2.9K shadded$481.6K
EASTERN BANKCOM2.7K shadded$433.8K
ROCKLAND TRUST COCOM2.3K shadded$373.8K
Exchange BankCOMMON STOCK2.3K shheld$362.5K
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM1.8K shtrimmed$289.2K
CONGRESS ASSET MANAGEMENT COCOM1.7K shtrimmed$270.5K
Apella Capital, LLCCOM1.7K shadded$264.8K
Atlas Brown,Inc.Stock1.4K shtrimmed$219.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shadded$172.5K
TOTH FINANCIAL ADVISORY CORPCOM906 shadded$146K
ARMSTRONG ADVISORY GROUP, INCCOM414 shheld$66.7K
CoreCap Advisors, LLCStock285 shadded$45.9K
Bangor Savings BankCOM250 shheld$40.3K
Marquette Asset Management, LLCCOM91 shadded$14.7K
Central Pacific Bank - Trust DivisionCOM87 shtrimmed$14K
ELEVATION WEALTH PARTNERS, LLCCOM57 shadded$9.2K
VALLEY WEALTH MANAGERS, INC.Stock52 shheld$8.4K
GK Wealth Management LLCCOM38 sh—$6.1K
Retirement Wealth Solutions LLCCOM18 shnew$2.9K
MJT & Associates Financial Advisory Group, Inc.Stock11 shheld$1.8K
Davis Capital ManagementStock9 shadded$1.5K
Wealth Enhancement Trust Services, Inc.COM9 shtrimmed$1.5K
Grove Bank & TrustCOM5 shheld$806

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on BR

Company overviewEverything on BR in one place, with the price.SEC filingsWhat BR's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat BR's own officers and directors buy and sell.Executive payWhat BR awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold BR, and how big a bet.LobbyingWhat BR spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on BR's account, and who they worked for.PatentsWhat BR is filing at the patent office.

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