Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership25,753 shares
Latest Disclosed Value $ 4,184,401
Mercer Global Advisors Inc /adv reports 71.52% increase in ownership of BR / Broadridge Financial Solutions, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 25,753 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $4,184,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 15,015 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 71.52% during the quarter. The current value of the position is $3,897,459 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)
2026-05-15 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 25,753 10,738 71.52 4,184 30.55 0.0062
2026-02-17 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,015 1,607 11.99 3,206 0.38 0.0049
2025-11-14 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,408 2,079 18.35 3,193 15.98 0.0053
2025-08-14 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,329 -2,170 -16.08 2,753 -15.89 0.0056
2025-05-15 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,499 203 1.53 3,273 8.88 0.0075
2025-02-14 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,296 1,635 14.02 3,006 20.10 0.0073
2024-11-14 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,661 278 2.44 2,504 5.17 0.0059
2024-08-12 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,383 -93 -0.81 2,381 118,900.00 0.0065
2024-05-15 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,476 338 3.03 2 0.00 0.0067
2024-02-15 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,138 -145 -1.29 2 0.00 0.0069
2023-11-15 2023-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,283 1,512 15.47 2 100.00 0.0077
2023-11-14 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,283 1,512 2 0.0077
2023-08-14 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,771 -2,419 -19.84 2 0.00 0.0064
2023-05-16 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,190 2,654 27.83 2 0.00 0.0081
2023-02-09 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,536 292 3.16 1 -99.93 0.0064
2022-11-15 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,244 338 3.80 1,334 5.04 0.0079
2022-08-10 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,906 510 6.07 1,270 -2.83 0.0078
2022-05-10 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,396 -2,144 -20.34 1,307 -32.17 0.0077
2022-02-04 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,540 -325 -2.99 1,927 6.41 0.0119
2021-11-10 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,865 835 8.33 1,811 11.79 0.0126
2021-08-10 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,030 1,455 16.97 1,620 23.38 0.0125
2021-08-10 2021-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,575 3,978 86.53 1,313 86.51 0.0119
2021-05-11 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,876 3,279 1,206 0.0115
2021-02-12 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,597 -2,097 -31.33 704 -20.36 0.0088
2020-12-10 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 6,694 4,080 156.08 884 167.88 0.0133
2020-08-10 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,614 -3,129 -54.48 330 -39.45 0.0060
2020-05-18 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,743 -4,330 -42.99 545 -56.19 0.0120
2020-02-13 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 10,073 288 2.94 1,244 2.22 0.0248
2019-11-12 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 9,785 -680 -6.50 1,217 -8.91 0.0286
2019-08-14 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 10,465 978 10.31 1,336 35.77 0.0354
2019-04-23 2019-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 9,487 9,487 984 0.0354
2019-04-12 2019-03-31 13F BROADRIDGE FINL SOLUTION COM 11133T103 4,180 402 0.0214
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.