Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership104,508 shares
Latest Disclosed Value $ 16,980
Natixis Advisors, L.p. reports 16.87% decrease in ownership of BR / Broadridge Financial Solutions, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 104,508 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $16,980,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 125,720 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -16.87% during the quarter. The current value of the position is $15,946,876 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)
2026-05-13 2026-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 104,508 -21,212 -16.87 17 -42.86 0.0236
2026-02-10 2025-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 125,720 -2,247 -1.76 28 -6.67 0.0398
2025-11-13 2025-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 127,967 -83 -0.06 30 -3.23 0.0445
2025-08-13 2025-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 128,050 10,368 8.81 31 10.71 0.0494
2025-05-08 2025-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 117,682 4,638 4.10 29 12.00 0.0527
2025-02-10 2024-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 113,044 6,361 5.96 26 13.64 0.0478
2024-11-06 2024-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 106,683 7,866 7.96 23 15.79 0.0447
2024-08-01 2024-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 98,817 5,857 6.30 19 0.00 0.0423
2024-04-25 2024-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 92,960 16 0.02 19 0.00 0.0438
2024-02-06 2023-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 92,944 4,141 4.66 19 26.67 0.0503
2023-11-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 88,803 -9,349 -9.53 16 -6.25 0.0486
2023-08-15 2023-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 98,152 14,571 17.43 16 33.33 0.0502
2023-05-11 2023-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 83,581 14,262 20.57 12 33.33 0.0422
2023-01-27 2022-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 69,319 -3,688 -5.05 9 -99.91 0.0351
2022-11-14 2022-09-30 13F BROADRIDGE FIN SOLU. COM 11133T103 73,007 5,433 8.04 10,536 9.37 0.0446
2022-08-12 2022-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 67,574 1,904 2.90 9,633 -5.79 0.0424
2022-05-12 2022-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 65,670 -11,123 -14.48 10,225 -27.17 0.0390
2022-02-08 2021-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 76,793 6,775 9.68 14,039 20.32 0.0536
2021-11-15 2021-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 70,018 -4,494 -6.03 11,668 -3.06 0.0480
2021-08-12 2021-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 74,512 -16,621 -18.24 12,036 -13.73 0.0562
2021-05-05 2021-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 91,133 -90,393 -49.80 13,952 -49.83 0.0728
2021-02-12 2020-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 181,526 -32,779 -15.30 27,810 -1.69 0.1602
2020-11-12 2020-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 214,305 -3,752 -1.72 28,288 2.81 0.1780
2020-08-11 2020-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 218,057 58,194 36.40 27,516 81.50 0.1826
2020-04-27 2020-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 159,863 124,013 345.92 15,160 242.29 0.1235
2020-02-10 2019-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 35,850 34 0.09 4,429 -0.63 0.0312
2019-11-12 2019-09-30 13F BROADRIDGE FINANCIAL COM 11133T103 35,816 560 1.59 4,457 -0.98 0.0354
2019-08-12 2019-06-30 13F BROADRIDGE FINANCIAL COM 11133T103 35,256 998 2.91 4,501 26.72 0.0368
2019-05-15 2019-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS COM 11133T103 34,258 3,355 10.86 3,552 19.44 0.0311
2019-05-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 34,258 3,355 3,552
2019-02-13 2018-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS COM 11133T103 30,903 1,385 4.69 2,974 -23.65 0.0294
2019-02-13 2018-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 30,903 1,385 2,974
2018-11-13 2018-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 29,518 -5,903 -16.67 3,895 -4.46 0.0343
2018-08-14 2018-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS COM 11133T103 35,421 -113,996 -76.29 4,077 -75.12 0.0389
2018-08-14 2018-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 35,421 4,077
2018-05-10 2018-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 149,417 8,271 5.86 16,389 28.19 0.1618
2018-02-14 2017-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 141,146 -2,462 -1.71 12,785 10.17 0.1302
2017-11-14 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 143,608 -93,789 -39.51 11,605 -35.30 0.1226
2017-07-27 2017-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 237,397 -1,846 -0.77 17,938 10.35 0.1942
2017-05-12 2017-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 239,243 42,021 21.31 16,256 24.32 0.1801
2017-02-07 2016-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 197,222 34,294 21.05 13,076 18.39 0.1572
2016-11-04 2016-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 162,928 -33,503 -17.06 11,045 -13.76 0.1431
2016-08-01 2016-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 196,431 -77,154 -28.20 12,807 -21.08 0.1771
2016-05-06 2016-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 273,585 20,932 8.28 16,227 19.54 0.2428
2016-02-12 2015-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 252,653 -63,850 -20.17 13,575 -22.51 0.2225
2015-11-12 2015-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 316,503 37,266 13.35 17,518 25.44 0.3038
2015-08-14 2015-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 279,237 -1,436 -0.51 13,965 -9.55 0.2371
2015-05-15 2015-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 280,673 -42,764 -13.22 15,440 3.37 0.2710
2015-02-05 2014-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 323,437 27,780 9.40 14,936 21.35 0.2795
2014-11-03 2014-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 295,657 -99,539 -25.19 12,308 -25.21 0.2470
2014-08-13 2014-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 395,196 -7,790 -1.93 16,456 9.95 0.2358
2014-05-13 2014-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 402,986 -2,033 -0.50 14,967 -6.50 0.2304
2014-02-12 2013-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 405,019 -102,812 -20.25 16,007 -0.72 0.2620
2013-10-30 2013-09-30 13F BROADRIDGE FINL COM 11133T103 507,831 -6,117 -1.19 16,123 18.02 0.2969
2013-07-19 2013-06-30 13F BROADRIDGE FINL COM 11133T103 513,948 513,948 13,661 0.2722
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.