Stock ownership · SEC 13F · Q4 2025
BROADRIDGE FINL SOLUTION
Institutional ownership of BROADRIDGE FINL SOLUTION (CUSIP 11133T103) - who holds it, how concentrated it is, and what moved last quarter.
- $7.0M
- Reported value
- 9
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, BROADRIDGE FINL SOLUTION ranks #511 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $7.0M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 9
- institutions hold it
- $7.0M
- reported 13F value
- 95%
- held by top 5
- #511
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, BROADRIDGE FINL SOLUTION ranks #511 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 11133T103 · Q4 2025 $7M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #511/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH ISHARES SEMICONDUCTOR
- ACTIVITY-MID 8 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES SEMICONDUCTOR
Read with: Ownership concentration guide - BROADRIDGE FINL SOLUTION's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · BROADRIDGE FINL SOLUTION
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a BROADRIDGE FINL SOLUTION position has risen from 5 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 15,031 | $3.4M | 48.1% |
| 2 | GROUPAMA ASSET MANAGMENT | 6,471 | $1.4M | 20.7% |
| 3 | ARWA LLC | 5,482 | $1.2M | 17.5% |
| 4 | Anchor Investment Management, LLC | 1,500 | $335K | 4.8% |
| 5 | Astoria Portfolio Advisors LLC. | 1,417 | $249K | 3.6% |
| 6 | Cross Staff Investments Inc | 1,000 | $223K | 3.2% |
| 7 | MidFirst Bank | 608 | $136K | 1.9% |
| 8 | Bell Investment Advisors, Inc | 37 | $8K | 0.1% |
| 9 | Strategic Investment Solutions, Inc. /IL | 10 | $2K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BROADRIDGE FINL SOLUTION's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (8)
Complete exits (9)
Frequently Asked Questions
How many institutions hold BROADRIDGE FINL SOLUTION?▼
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How concentrated is ownership of BROADRIDGE FINL SOLUTION?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for BROADRIDGE FINL SOLUTION: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($7.0M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.