Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership8,304 shares
Latest Disclosed Value $ 1,349,234
Alps Advisors Inc reports 7.45% increase in ownership of BR / Broadridge Financial Solutions, Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 8,304 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $1,349,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,728 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 7.45% during the quarter. The current value of the position is $1,267,107 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,304 576 7.45 1,349 -21.75 0.0063
2026-02-12 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,728 -81 -1.04 1,725 -7.26 0.0100
2025-11-05 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,809 6,233 395.49 1,860 385.38 0.0104
2025-08-11 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,576 19 1.22 383 1.59 0.0022
2025-04-30 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,557 -130 -7.71 378 -1.05 0.0022
2025-02-13 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,687 0 0.00 381 5.25 0.0024
2024-11-12 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,687 -21 -1.23 363 7.74 0.0024
2024-08-13 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,708 -5 -0.29 336 -4.00 0.0023
2024-05-14 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,713 23 1.36 351 0.86 0.0025
2024-02-14 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,690 -95 -5.32 348 8.78 0.0027
2023-11-14 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,785 -535 -23.06 320 -16.93 0.0027
2023-08-14 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,320 20 0.87 384 13.95 0.0033
2023-05-10 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,300 2,300 337 0.0030
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -3,344 -100.00 0 -100.00
2022-08-15 2022-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,344 3,344 477 0.0046
2022-08-11 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,344 3,344 477 0.0046
2022-05-13 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -2,166 -100.00 0 -100.00
2022-02-09 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,166 24 1.12 396 10.92 0.0045
2021-11-15 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,142 -155 -6.75 357 -3.77 0.0034
2021-08-11 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,297 0 0.00 371 5.40 0.0033
2021-05-07 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,297 365 18.89 352 18.92 0.0034
2021-02-03 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,932 -58 -2.91 296 12.55 0.0033
2020-11-05 2020-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,990 1,990 263 0.0039
2020-11-04 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,990 1,990 263 3,370.6601
2020-05-06 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -2,750 -100.00 0 -100.00
2020-02-07 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,750 -120 -4.18 340 -4.76 0.0027
2019-11-04 2019-09-30 13F BROADRIDGE FINL COMMON STOCK 11133T103 2,870 -1,881 -39.59 357 -41.19 0.0028
2019-08-07 2019-06-30 13F BROADRIDGE FINL COMMON STOCK 11133T103 4,751 -3,654 -43.47 607 -30.39 0.0045
2019-05-01 2019-03-31 13F BROADRIDGE FINL COMMON STOCK 11133T103 8,405 -64 -0.76 872 6.99 0.0062
2019-02-04 2018-12-31 13F BROADRIDGE FINL COMMON STOCK 11133T103 8,469 5,303 167.50 815 94.98 0.0063
2018-10-25 2018-09-30 13F BROADRIDGE FINL COMMON STOCK 11133T103 3,166 -1,771 -35.87 418 -26.41 0.0027
2018-08-02 2018-06-30 13F/A-2 Broadridge Financial Solutions COMMON STOCK 11133T103 4,937 -270 -5.19 568 -0.53 0.0037
2018-07-31 2018-06-30 13F/A-1 Broadridge Financial Solutions COMMON STOCK 11133T103 6,655 1,718 603 0.0039
2018-07-25 2018-06-30 13F Broadridge Financial Solutions COMMON STOCK 11133T103 6,655 1,448 603
2018-05-01 2018-03-31 13F Broadridge Financial Solutions COMMON STOCK 11133T103 5,207 -1,448 -21.76 571 -5.31 0.0045
2018-02-20 2017-12-31 13F/A-1 Broadridge Financial Solutions COMMON STOCK 11133T103 6,655 -50 -0.75 603 11.25 0.0042
2018-02-05 2017-12-31 13F Broadridge Financial Solutions COMMON STOCK 11133T103 6,655 -50 603
2017-11-03 2017-09-30 13F Broadridge Financial Solutions COMMON STOCK 11133T103 6,705 -1,055 -13.60 542 -7.51 0.0038
2017-08-03 2017-06-30 13F Broadridge Financial Solutions COMMON STOCK 11133T103 7,760 68 0.88 586 12.05 0.0041
2017-05-12 2017-03-31 13F Broadridge Financial Solutions COMMON STOCK 11133T103 7,692 845 12.34 523 15.20 0.0036
2017-01-24 2016-12-31 13F Broadridge Financial Solutions Common Stock 11133T103 6,847 133 1.98 454 -0.22 0.0033
2016-11-02 2016-09-30 13F Broadridge Financial Common Stock 11133T103 6,714 -1,090 -13.97 455 -10.61 0.0037
2016-07-27 2016-06-30 13F Broadridge Financial Common Stock 11133T103 7,804 -473 -5.71 509 3.67 0.0045
2016-05-10 2016-03-31 13F Broadridge Financial Common Stock 11133T103 8,277 -1,901 -18.68 491 -10.24 0.0051
2016-02-05 2015-12-31 13F Broadridge Financial Common Stock 11133T103 10,178 -26 -0.25 547 -90.32 0.0053
2015-11-13 2015-09-30 13F Broadridge Financial Common Stock 11133T103 10,204 -566 -5.26 5,648 947.87 0.0060
2015-08-12 2015-06-30 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 10,770 194 1.83 539 -7.39 0.0046
2015-05-15 2015-03-31 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 10,576 -2,531 -19.31 582 -3.80 0.0048
2015-02-13 2014-12-31 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 13,107 -1,963 -13.03 605 -3.51 0.0048
2014-12-18 2014-09-30 13F/A-1 BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 15,070 -1,817 -10.76 627 -10.81 0.0049
2014-11-24 2014-09-30 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 15,070 627
2014-08-20 2014-06-30 13F/A-1 BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 16,887 355 2.15 703 14.50 0.0060
2014-08-15 2014-06-30 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 16,887 703
2014-05-15 2014-03-31 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 16,532 830 5.29 614 7.72 0.0060
2014-02-11 2013-12-31 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 15,702 7,630 94.52 570 122.66 0.0058
2013-11-13 2013-09-30 13F BROADRIDGE FINANCIAL SOLUTIO Common Stock 11133T103 8,072 8,072 256 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.