BR Broadridge Financial Solutions, Inc.

NYSE
$158.66

Broadridge Financial Solutions, Inc. (BR) Institutional Ownership

What the institutions did with BR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
9
filed both this quarter and last
Managers holding
9
+2 on the quarter
Buyers
7
2 opened new
Sellers
2
0 sold out entirely
Buyer share
77.8%
of managers who traded it
Breadth
+55.6
net buyers, as a share of those trading

Only 9 managers reported a position this quarter, so the percentages above describe a very small sample.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 508.0K 98.3%
EASTERN BANK 2.7K 0.5%
ROCKLAND TRUST CO 2.3K 0.4%
CX Institutional 2.1K 0.4%
MassMutual Private Wealth & Trust, FSB 1.1K 0.2%
Versant Capital Management, Inc 411 0.1%
Central Pacific Bank - Trust Division 87 0.0%
Planning Strategies Inc. 62 0.0%
GoalVest Advisory LLC 11 0.0%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 523.3K 508.0K -15.3K
ROCKLAND TRUST CO Increased 2.0K 2.3K +349
CX Institutional Increased 1.9K 2.1K +215
Versant Capital Management, Inc Reduced 526 411 -115
Central Pacific Bank - Trust Division New 0 87 +87
EASTERN BANK Increased 2.6K 2.7K +74
Planning Strategies Inc. Increased 16 62 +46
MassMutual Private Wealth & Trust, FSB Increased 1.0K 1.1K +40
GoalVest Advisory LLC New 0 11 +11

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.