Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionNatixis
Latest Disclosed Ownership120,376 shares
Latest Disclosed Value $ 19,558,692
Natixis reports 168.04% increase in ownership of BR / Broadridge Financial Solutions, Inc.

On May 14, 2026 - Natixis filed a 13F-HR form disclosing ownership of 120,376 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $19,558,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,909 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 168.04% during the quarter. The current value of the position is $18,368,174 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)
2026-05-14 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 120,376 75,467 168.04 19,559 95.15 0.0633
2026-02-13 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 44,909 13,030 40.87 10,022 32.01 0.0356
2025-11-14 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 31,879 12,566 65.06 7,593 61.77 0.0352
2025-08-13 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,313 11,889 160.14 4,694 163.95 0.0208
2025-07-18 2025-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,424 7,424 1,778 0.0097
2025-05-14 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,424 7,424 1,778 0.0098
2024-11-13 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -2,442 -100.00 0 -100.00
2024-08-13 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,442 239 10.85 481 6.65 0.0028
2024-05-13 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,203 2,181 9,913.64 451 11,175.00 0.0023
2024-02-13 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 22 22 5 0.0000
2023-05-12 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -8,735 -100.00 0 -100.00
2023-02-24 2022-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,735 1,516 21.00 1,172 12.38 0.0066
2023-02-13 2022-12-31 13F Broadridge Financial Solutions COM 11133T103 12,941 5,722 1,736 0.0000
2022-11-14 2022-09-30 13F Broadridge Financial Solutions COM 11133T103 7,219 2,126 41.74 1,042 43.53 0.0049
2022-08-12 2022-06-30 13F Broadridge Financial Solutions COM 11133T103 5,093 5,093 726 0.0026
2022-05-13 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -18,084 -100.00 0 -100.00
2022-02-14 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,084 -23,867 -56.89 3,306 -52.71 0.0113
2021-11-12 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 41,951 9,733 30.21 6,991 34.34 0.0242
2021-08-13 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32,218 32,218 5,204 0.0227
2021-05-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -37,723 -100.00 0 -100.00
2021-02-12 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 37,723 37,723 5,779 0.0210
2020-11-12 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -12,744 -100.00 0 -100.00
2020-08-13 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,744 7,912 163.74 1,608 251.09 0.0125
2020-05-14 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,832 -179,221 -97.37 458 -97.97 0.0036
2020-02-14 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 184,053 169,447 1,160.12 22,600 1,143.81 0.1400
2019-11-13 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,606 14,606 -92.06 1,817 -91.96 0.0117
2019-08-13 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -146,282 -100.00 0 -100.00
2019-05-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 146,282 50,792 53.19 15,023 63.45 0.0945
2019-02-14 2018-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 95,490 -19,656 -17.07 9,191 -39.51 0.0757
2019-02-14 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 95,490 -19,656 9,191
2018-11-14 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 115,146 52,789 84.66 15,194 111.70 0.0879
2018-08-14 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 62,357 30,056 93.05 7,177 102.57 0.0380
2018-05-15 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32,301 21,226 191.66 3,543 253.24 0.0218
2018-02-14 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,075 -22,048 -66.56 1,003 -62.53 0.0077
2017-11-14 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 33,123 33,123 199.08 2,677 166.90 0.0247
2017-08-14 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -33,625 -100.00 0 -100.00
2017-05-15 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 33,625 4,343 14.83 2,285 17.72 0.0285
2017-02-14 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 29,282 4,450 17.92 1,941 15.33 0.0200
2016-11-14 2016-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 24,832 24,832 1,683 0.0194
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.