Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionBurney Co/
Latest Disclosed Ownership19,122 shares
Latest Disclosed Value $ 3,106,874
Burney Co/ reports 0.64% decrease in ownership of BR / Broadridge Financial Solutions, Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 19,122 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $3,106,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 19,245 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -0.64% during the quarter. The current value of the position is $2,946,700 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)
2026-04-29 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,122 -123 -0.64 3,107 -27.67 0.0971
2026-01-23 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,245 108 0.56 4,295 -5.77 0.1339
2025-10-16 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,137 -565 -2.87 4,558 -4.82 0.1450
2025-08-05 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,702 -417 -2.07 4,788 -1.85 0.1621
2025-05-06 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,119 -124 -0.61 4,878 6.60 0.1775
2025-01-14 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,243 294 1.47 4,577 6.69 0.1617
2024-10-18 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,949 -381 -1.87 4,290 7.09 0.1526
2024-07-29 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,330 -113 -0.55 4,005 -4.35 0.1530
2024-05-22 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,443 751 3.81 4,188 3.36 0.1596
2024-02-12 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,692 -20 -0.10 4,052 14.79 0.1705
2023-11-08 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,712 145 0.74 3,529 8.92 0.1654
2023-08-09 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,567 -114 -0.58 3,241 12.34 0.1486
2023-05-10 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,681 -25 -0.13 2,885 9.12 0.1422
2023-02-06 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,706 -260 -1.30 2,643 -8.29 0.1339
2022-11-15 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,966 -193 -0.96 2,882 0.28 0.1591
2022-08-12 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,159 20 0.10 2,874 -8.35 0.1512
2022-05-09 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,139 -75 -0.37 3,136 -15.15 0.1287
2022-02-11 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,214 -503 -2.43 3,696 7.07 0.1596
2021-11-12 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,717 64 0.31 3,452 3.48 0.1620
2021-08-06 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,653 52 0.25 3,336 5.77 0.1552
2021-05-13 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,601 687 3.45 3,154 3.38 0.1555
2021-02-11 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,914 -4,380 -18.03 3,051 -4.86 0.1674
2020-12-14 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 24,294 -286 -1.16 3,207 3.38 0.1987
2020-08-13 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 24,580 -170 -0.69 3,102 32.17 0.2012
2020-05-13 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 24,750 -570 -2.25 2,347 -24.97 0.1803
2020-02-14 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 25,320 5,220 25.97 3,128 25.07 0.1724
2019-11-12 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,100 -20 -0.10 2,501 -2.65 0.1498
2019-08-12 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,120 -294 -1.44 2,569 21.35 0.1558
2019-05-13 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,414 947 4.86 2,117 12.97 0.1312
2019-02-12 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,467 920 4.96 1,874 -23.42 0.1319
2018-11-13 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,547 -215 -1.15 2,447 13.29 0.1457
2018-08-13 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,762 -150 -0.79 2,160 4.15 0.1266
2018-05-08 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,912 180 0.96 2,074 22.22 0.1284
2018-02-13 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,732 155 0.83 1,697 13.28 0.0959
2017-11-13 2017-09-30 13F/A-1 Broadridge Financial Solutions COM 11133T103 18,577 -160 -0.85 1,498 6.47 0.0973
2017-11-09 2017-09-30 13F Broadridge Financial Solutions COM 11133T103 18,737 0 1,407
2017-08-09 2017-06-30 13F Broadridge Financial Solutions COM 11133T103 18,737 480 2.63 1,407 13.38 0.0921
2017-05-11 2017-03-31 13F Broadridge Financial Solutions COM 11133T103 18,257 815 4.67 1,241 7.35 0.0818
2017-02-07 2016-12-31 13F Broadridge Financial Solutions COM 11133T103 17,442 50 0.29 1,156 -4.23 0.0786
2016-11-14 2016-09-30 13F Broadridge Financial Solutions COM 11133T103 17,392 3,050 21.27 1,207 29.09 0.0852
2016-08-10 2016-06-30 13F Broadridge Financial Solutions COM 11133T103 14,342 38 0.27 935 10.26 0.0671
2016-05-02 2016-03-31 13F Broadridge Financial Solutions COM 11133T103 14,304 675 4.95 848 13.67 0.0618
2016-02-09 2015-12-31 13F Broadridge Financial Solutions COM 11133T103 13,629 530 4.05 746 2.90 0.0552
2015-11-03 2015-09-30 13F Broadridge Financial Solutions COM 11133T103 13,099 212 1.65 725 12.58 0.0558
2015-08-10 2015-06-30 13F Broadridge Financial Solutions COM 11133T103 12,887 667 5.46 644 -4.17 0.0438
2015-05-12 2015-03-31 13F Broadridge Finc'l Sol COM 11133T103 12,220 1,166 10.55 672 31.76 0.0460
2015-02-11 2014-12-31 13F BROADRIDGE COM 11133T103 11,054 5,560 101.20 510 122.71 0.0404
2014-11-12 2014-09-30 13F BROADRIDGE COM 11133T103 5,494 0 0.00 229 0.00 0.0196
2014-08-05 2014-06-30 13F/A-1 BROADRIDGE COM 11133T103 5,494 0 0.00 229 12.25 0.0198
2014-08-04 2014-06-30 13F BROADRIDGE COM 11133T103 5,494 229
2014-05-07 2014-03-31 13F/A-1 BROADRIDGE COM 11133T103 5,494 -200 -3.51 204 -9.33 0.0186
2014-05-06 2014-03-31 13F BERKSH HTH-B COM 11133T103 3,119 390
2014-02-03 2013-12-31 13F BROADRIDGE COM 11133T103 5,694 5,694 225 0.0219
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.