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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 36,360 | $8.84M | 0.47% | −18,002−33.1% | Reduced |
| Mariner, LLC | 37,329 | $9.07M | 0.01% | +851+2.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 37,362 | $9.08M | 0.05% | −464−1.2% | Reduced |
| Crown Oak Advisors, LLC | 38,092 | $9.26M | 4.38% | +244+0.6% | Added |
| Lyell Wealth Management, LP | 38,127 | $9.27M | 0.73% | +2,126+5.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,142 | $9.27M | 0.09% | +9,200+31.8% | Added |
| Marks Group Wealth Management, Inc | 38,506 | $9.36M | 0.87% | −970−2.5% | Reduced |
| Motley Fool Asset Management LLC | 38,599 | $9.38M | 0.43% | −833−2.1% | Reduced |
| Vision Capital Management, Inc. | 38,630 | $9.39M | 1.23% | +986+2.6% | Added |
| McCollum Christoferson Group LLC | 38,919 | $9.46M | 2.81% | −110.0% | Reduced |
| Nomura Asset Management Co Ltd | 39,004 | $9.48M | 0.03% | +2,393+6.5% | Added |
| Prudential PLC | 39,090 | $9.50M | 0.06% | −9,412−19.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,156 | $9.76M | 0.07% | +10,661+36.1% | Added |
| Apollon Wealth Management, LLC | 40,638 | $9.88M | 0.20% | +5,848+16.8% | Added |
| Resona Asset Management Co.,Ltd. | 40,849 | $9.90M | 0.05% | +1,913+4.9% | Added |
| STRS Ohio | 40,785 | $9.91M | 0.04% | −4,715−10.4% | Reduced |
| Santa Monica Partners LP | 40,793 | $9.91M | 5.78% | 00.0% | Unchanged |
| MML Investors Services, LLC | 41,287 | $10.0M | 0.03% | −4,484−9.8% | Reduced |
| KLP Kapitalforvaltning AS | 41,400 | $10.1M | 0.04% | +900+2.2% | Added |
| Swedbank AB | 42,074 | $10.2M | 0.01% | +42,074 | New |
| Mattern Capital Management, LLC | 42,259 | $10.3M | 1.23% | +106+0.3% | Added |
| Comerica Bank | 43,338 | $10.5M | 0.04% | −525−1.2% | Reduced |
| ProShare Advisors LLC | 43,351 | $10.5M | 0.02% | −3,135−6.7% | Reduced |
| Nisa Investment Advisors, LLC | 43,211 | $10.5M | 0.05% | +362+0.8% | Added |
| Integrated Wealth Concepts LLC | 43,789 | $10.6M | 0.11% | +13,416+44.2% | Added |
| La Banque Postale Asset Management SA | 44,594 | $10.8M | 0.15% | +44,594 | New |
| Mn Services Vermogensbeheer B.V. | 44,730 | $10.9M | 0.08% | +2,200+5.2% | Added |
| Ensign Peak Advisors, Inc | 46,741 | $11.4M | 0.02% | +1,020+2.2% | Added |
| Southernsun Asset Management, LLC | 46,768 | $11.4M | 1.60% | −676−1.4% | Reduced |
| Handelsbanken Fonder AB | 47,113 | $11.4M | 0.04% | +10,133+27.4% | Added |
| Toronto Dominion Bank | 47,637 | $11.6M | 0.02% | −9,051−16.0% | Reduced |
| Sienna Gestion | 52,784 | $11.7M | 0.81% | +4,746+9.9% | Added |
| Schroder Investment Management Group | 48,944 | $11.9M | 0.01% | +11,790+31.7% | Added |
| Citadel Advisors LLC | 49,793 | $12.1M | 0.01% | −274,263−84.6% | Reduced |
| HighTower Advisors, LLC | 49,797 | $12.1M | 0.02% | −69,787−58.4% | Reduced |
| US Bancorp | 50,571 | $12.3M | 0.02% | −1,924−3.7% | Reduced |
| Quantinno Capital Management LP | 50,664 | $12.3M | 0.05% | +1,237+2.5% | Added |
| The PNC Financial Services Group, Inc. | 50,781 | $12.3M | 0.01% | −523−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 50,805 | $12.3M | 0.07% | −1,026−2.0% | Reduced |
| Alley Investment Management Company, LLC | 51,352 | $12.5M | 1.51% | −381−0.7% | Reduced |
| Gotham Asset Management, LLC | 51,954 | $12.6M | 0.08% | +16,180+45.2% | Added |
| Addenda Capital Inc. | 52,210 | $12.7M | 0.46% | +1,002+2.0% | Added |
| Adage Capital Partners GP, L.L.C. | 52,600 | $12.8M | 0.02% | −69,300−56.8% | Reduced |
| TrimTabs Asset Management, LLC | 52,935 | $12.9M | 1.80% | +52,935 | New |
| SEI Investments Co | 52,936 | $12.9M | 0.01% | +11,028+26.3% | Added |
| Robeco Institutional Asset Management B.V. | 53,433 | $13.0M | 0.02% | −6,338−10.6% | Reduced |
| GHP Investment Advisors, Inc. | 54,090 | $13.1M | 0.58% | +2,997+5.9% | Added |
| Treasurer of the State of North Carolina | 54,439 | $13.2M | 0.04% | +849+1.6% | Added |
| Commerce Bank | 54,536 | $13.3M | 0.08% | +727+1.4% | Added |
| Asset Management One Co.,Ltd. | 55,026 | $13.4M | 0.04% | +1,498+2.8% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $13.4M | 0.02% | +476+0.9% | Added |
| Worldquant Millennium Advisors LLC | 55,527 | $13.5M | 0.07% | −73,460−57.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 57,248 | $13.9M | 0.37% | −31,451−35.5% | Reduced |
| FineMark National Bank & Trust | 57,450 | $14.0M | 0.48% | −76−0.1% | Reduced |
| Washington Trust Co | 58,067 | $14.1M | 0.50% | −309−0.5% | Reduced |
| Danske Bank A/S | 58,067 | $14.1M | 0.04% | +702+1.2% | Added |
| Advisors Asset Management, Inc. | 58,539 | $14.2M | 0.25% | −2,011−3.3% | Reduced |
| McRae Capital Management Inc | 58,629 | $14.2M | 2.92% | −1,300−2.2% | Reduced |
| Allianz Asset Management GmbH | 59,863 | $14.5M | 0.02% | +26,083+77.2% | Added |
| Douglas Lane & Associates, LLC | 60,735 | $14.8M | 0.21% | −1,740−2.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 62,043 | $15.1M | 0.04% | +672+1.1% | Added |
| First National Bank of Omaha | 62,265 | $15.1M | 0.98% | −620−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 63,780 | $15.5M | 0.05% | −3,242−4.8% | Reduced |
| CIBC Asset Management Inc | 64,628 | $15.7M | 0.05% | +8,674+15.5% | Added |
| Prudential Financial Inc | 66,379 | $16.1M | 0.02% | +5,641+9.3% | Added |
| Manufacturers Life Insurance Company, The | 66,384 | $16.1M | 0.01% | −1,862−2.7% | Reduced |
| Voya Investment Management LLC | 67,176 | $16.3M | 0.02% | +1,150+1.7% | Added |
| Crossmark Global Holdings, Inc. | 67,711 | $16.5M | 0.27% | +8,299+14.0% | Added |
| Kovitz Investment Group Partners, LLC | 69,053 | $16.8M | 0.07% | +42,789+162.9% | Added |
| State of Wisconsin Investment Board | 69,443 | $16.9M | 0.04% | +3,137+4.7% | Added |
| Pictet Asset Management Holding SA | 69,861 | $17.0M | 0.02% | +416+0.6% | Added |
| Running Oak Capital LLC | 69,886 | $17.0M | 1.89% | +2,031+3.0% | Added |
| Kelly Lawrence W & Associates Inc | 70,747 | $17.2M | 4.51% | −3,250−4.4% | Reduced |
| Pinebridge Investments, L.P. | 71,857 | $17.5M | 0.14% | +3,331+4.9% | Added |
| Federated Hermes, Inc. | 73,377 | $17.8M | 0.03% | +29,980+69.1% | Added |
| Forsta Ap-Fonden | 73,500 | $17.9M | 0.12% | +19,100+35.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 76,604 | $18.6M | 0.04% | +3,979+5.5% | Added |
| Waratah Capital Advisors Ltd. | 79,692 | $19.4M | 1.32% | +23,041+40.7% | Added |
| Nicholas Company, Inc. | 81,524 | $19.8M | 0.33% | −300.0% | Reduced |
| Congress Wealth Management LLC | 81,531 | $19.8M | 0.19% | −939−1.1% | Reduced |
| Congress Asset Management Co | 81,872 | $19.9M | 0.14% | −1,096−1.3% | Reduced |
| New York State Common Retirement Fund | 82,543 | $20.1M | 0.03% | +1,357+1.7% | Added |
| Storebrand Asset Management AS | 84,658 | $20.6M | 0.06% | −1,467−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 85,056 | $20.7M | 0.04% | +85,056 | New |
| Andra AP-fonden | 85,400 | $20.8M | 0.29% | +11,400+15.4% | Added |
| Walter Public Investments Inc. | 86,140 | $20.9M | 3.55% | −893−1.0% | Reduced |
| Truist Financial Corp | 86,650 | $21.1M | 0.03% | −5,428−5.9% | Reduced |
| Bank of Montreal | 86,738 | $21.1M | 0.01% | −33,322−27.8% | Reduced |
| Aviva PLC | 87,437 | $21.2M | 0.04% | −45,826−34.4% | Reduced |
| Motley Fool Wealth Management, LLC | 88,108 | $21.4M | 1.29% | −10,178−10.4% | Reduced |
| National Bank of Canada | 88,429 | $21.5M | 0.02% | −11,861−11.8% | Reduced |
| New York State Teachers Retirement System | 90,148 | $21.9M | 0.05% | +2,438+2.8% | Added |
| Geneva Capital Management LLC | 97,511 | $23.7M | 0.40% | +3,236+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,014 | $24.1M | 0.06% | −4,316−4.2% | Reduced |
| FMR LLC | 99,918 | $24.3M | 0.00% | +6,839+7.3% | Added |
| Wendell David Associates Inc | 100,929 | $24.5M | 2.47% | −1,485−1.4% | Reduced |
| Teacher Retirement System of Texas | 103,390 | $25.1M | 0.11% | −27,615−21.1% | Reduced |
| Dearborn Partners LLC | 103,671 | $25.2M | 1.19% | +951+0.9% | Added |
| London Co of Virginia | 104,670 | $25.4M | 0.14% | −86,959−45.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 105,695 | $25.7M | 0.05% | −7,331−6.5% | Reduced |