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Broadridge Financial Solutions, Inc.

BR
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001383312

In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,098
+7 vs. Q1 2025
Shares held
105.4M
+398.5K (+0.4%) vs. Q1 2025
Total value
$25.5B
+$122.0M (+0.5%) vs. Q1 2025
New holders
85
468 more added
Sold out
78
361 more reduced

18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 1,098 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2025: $25.5B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$15.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2025.

Institutions holding BR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kozak & Associates, Inc.0$220.00%−26−100.0%Reduced
Dogwood Wealth Management LLC1$2380.00%−5−83.3%Reduced
State of Wyoming1$2430.00%−1,651−99.9%Reduced
NVWM, LLC1$2430.00%−1−50.0%Reduced
Ancora Advisors, LLC1$2430.00%00.0%Unchanged
Bellwether Advisors, LLC1$2430.00%+1New
Mowery & Schoenfeld Wealth Management, LLC1$2440.00%00.0%Unchanged
Rakuten Securities, Inc.2$4860.00%−3−60.0%Reduced
Sound Income Strategies, LLC2$4860.00%+2New
UMA Financial Services, Inc.2$4870.00%−153−98.7%Reduced
Principia Wealth Advisory, LLC3$7290.00%+1+50.0%Added
GFG Capital, LLC3$7290.00%+3New
DecisionPoint Financial, LLC3$7350.00%+3New
Activest Wealth Management4$9720.00%−7−63.6%Reduced
Parkworth Wealth Management, Inc.4$9720.00%+1+33.3%Added
Riggs Asset Managment Co. Inc.4$9730.00%00.0%Unchanged
Whipplewood Advisors, LLC5$1.22K0.00%−131−96.3%Reduced
HFM Investment Advisors, LLC5$1.22K0.00%+3+150.0%Added
TFC Financial Management5$1.22K0.00%00.0%Unchanged
Rialto Wealth Management, LLC5$1.22K0.00%+3+150.0%Added
Stephens Consulting, LLC5$1.22K0.00%+5New
CBIZ Investment Advisory Services, LLC5$1.22K0.00%+3+150.0%Added
Rosenberg Matthew Hamilton6$1.46K0.00%00.0%Unchanged
Clark Wealth Partners6$1.46K0.00%00.0%Unchanged
Transce3nd, LLC6$1.46K0.00%+4+200.0%Added
Highline Wealth Partners LLC6$1.46K0.00%+4+200.0%Added
Total Investment Management Inc6$1.46K0.00%+6New
Bay Harbor Wealth Management, LLC6$1.46K0.00%+3+100.0%Added
HHM Wealth Advisors, LLC7$1.70K0.00%00.0%Unchanged
Maseco LLP8$1.94K0.00%+8New
YANKCOM Partnership8$1.94K0.00%+8New
SJS Investment Consulting Inc.8$1.95K0.00%−6−42.9%Reduced
Hughes Financial Services, LLC8$2.13K0.00%−4−33.3%Reduced
Dunhill Financial, LLC9$2.22K0.00%−19−67.9%Reduced
Pacifica Partners Inc.10$2.39K0.00%+10New
Horizon Financial Services, LLC10$2.43K0.00%+5+100.0%Added
Raffa Wealth Management, LLC11$2.67K0.00%00.0%Unchanged
Missouri Trust & Investment Co11$2.67K0.00%00.0%Unchanged
Tortoise Investment Management, LLC11$2.67K0.00%+4+57.1%Added
Addison Advisors LLC11$2.67K0.00%00.0%Unchanged
Red Tortoise LLC12$2.92K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$3.16K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC13$3.16K0.00%00.0%Unchanged
WealthTrak Capital Management LLC13$3.16K0.00%00.0%Unchanged
Grove Bank & Trust15$3.65K0.00%+15New
LRI Investments, LLC16$3.89K0.00%00.0%Unchanged
Talon Private Wealth, LLC16$3.89K0.00%+16New
Kilter Group LLC16$3.89K0.00%+16New
Gables Capital Management Inc.17$4.13K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$4.13K0.00%00.0%Unchanged
Abound Wealth Management18$4.38K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$4.38K0.00%00.0%Unchanged
Meeder Asset Management Inc20$4.86K0.00%−31−60.8%Reduced
Newbridge Financial Services Group, Inc.20$4.86K0.00%00.0%Unchanged
Creative Capital Management Investments LLC20$4.86K0.00%+20New
Hollencrest Capital Management21$5.10K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC22$5.37K0.00%00.0%Unchanged
LGT Financial Advisors LLC22$5.37K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.25$6.08K0.00%+25New
Howard Hughes Medical Institute25$6.08K0.00%+25New
Park Square Financial Group, LLC28$6.80K0.00%00.0%Unchanged
Sachetta, LLC28$6.81K0.00%+6+27.3%Added
Avion Wealth30$7.00K0.00%+15+100.0%Added
DAGCO, Inc.29$7.05K0.00%00.0%Unchanged
South State Corp.29$7.05K0.00%+1+3.6%Added
Strategic Investment Solutions, Inc.30$7.29K0.00%00.0%Unchanged
Arlington Trust Co LLC30$7.29K0.00%+30New
Bare Financial Services, Inc34$8.26K0.00%+22+183.3%Added
Rational Advisors LLC36$8.75K0.00%+36New
Frazier Financial Advisors, LLC38$9.24K0.01%00.0%Unchanged
North Star Investment Management Corp.39$9.48K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC40$9.72K0.00%−826−95.4%Reduced
Bell Investment Advisors, Inc43$10.5K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.44$10.7K0.00%+44New
Glass Jacobson Investment Advisors llc45$10.9K0.00%00.0%Unchanged
PrairieView Partners, LLC49$11.0K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC47$11.5K0.00%+11+30.6%Added
Cornerstone Planning Group LLC44$11.7K0.00%−42−48.8%Reduced
West Branch Capital LLC50$12.2K0.00%00.0%Unchanged
Hallmark Capital Management Inc52$12.6K0.00%00.0%Unchanged
Investors Research Corp52$12.6K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$12.9K0.00%00.0%Unchanged
Rise Advisors, LLC54$13.2K0.01%00.0%Unchanged
Creative Financial Designs Inc57$13.9K0.00%−13−18.6%Reduced
Retirement Wealth Solutions LLC58$14.1K0.01%00.0%Unchanged
Sierra Ocean, LLC59$14.4K0.01%+13+28.3%Added
First United Bank Trust60$14.6K0.01%00.0%Unchanged
Coston, McIsaac & Partners64$15.0K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.62$15.0K0.00%+7+12.7%Added
MTM Investment Management, LLC66$16.0K0.01%+66New
Private Wealth Management Group, LLC69$16.8K0.01%00.0%Unchanged
Graney & King, LLC70$17.0K0.01%00.0%Unchanged
S&T Bank73$17.7K0.01%00.0%Unchanged
Sunbelt Securities, Inc.82$18.6K0.00%−17−17.2%Reduced
Tower Trust & Investment Co78$19.0K0.01%00.0%Unchanged
Clear Street Markets LLC79$19.2K0.01%+79New
Farmers & Merchants Investments Inc80$19.4K0.00%−1−1.2%Reduced
Twin Peaks Wealth Advisors, LLC75$19.7K0.01%+75New
Ameritas Advisory Services, LLC82$19.9K0.00%+82New
Essential Partners LLC83$20.2K0.01%+83New