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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $21.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 93 | $22.6K | 0.02% | −6−6.1% | Reduced |
| Caldwell Trust Co | 93 | $22.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 96 | $23.3K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 99 | $24.1K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $24.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $24.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $24.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 107 | $25.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 108 | $26.2K | 0.00% | +51+89.5% | Added |
| Oakworth Capital, Inc. | 109 | $26.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 115 | $27.9K | 0.03% | +95+475.0% | Added |
| ORG Partners LLC | 115 | $28.1K | 0.01% | +90+360.0% | Added |
| Valued Wealth Advisors LLC | 117 | $28.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 122 | $29.6K | 0.02% | +64+110.3% | Added |
| Bogart Wealth, LLC | 123 | $29.9K | 0.00% | +2+1.7% | Added |
| Caitong International Asset Management Co., Ltd | 124 | $30.1K | 0.02% | +57+85.1% | Added |
| Minot DeBlois Advisors LLC | 125 | $30.4K | 0.03% | −25−16.7% | Reduced |
| Gen-Wealth Partners Inc | 125 | $30.4K | 0.01% | −12−8.8% | Reduced |
| CVA Family Office, LLC | 126 | $30.6K | 0.00% | −19−13.1% | Reduced |
| CoreCap Advisors, LLC | 134 | $32.6K | 0.00% | +1+0.8% | Added |
| Evergreen Private Wealth LLC | 137 | $33.3K | 0.01% | −37−21.3% | Reduced |
| Hemington Wealth Management | 140 | $34.0K | 0.00% | +12+9.4% | Added |
| JFS Wealth Advisors, LLC | 143 | $34.8K | 0.00% | −13−8.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 146 | $36.0K | 0.00% | +3+2.1% | Added |
| REAP Financial Group, LLC | 148 | $36.0K | 0.01% | +55+59.1% | Added |
| Fortitude Family Office, LLC | 155 | $37.7K | 0.01% | −1−0.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $37.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 156 | $38.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 161 | $39.1K | 0.01% | +161 | New |
| Manchester Capital Management LLC | 163 | $39.6K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 163 | $39.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 166 | $40.3K | 0.00% | +166 | New |
| Smithfield Trust Co | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 170 | $41.5K | 0.03% | +170 | New |
| Hazlett, Burt & Watson, Inc. | 175 | $42.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 176 | $42.8K | 0.02% | +6+3.5% | Added |
| Rothschild Investment LLC | 179 | $43.5K | 0.00% | −4−2.2% | Reduced |
| True Wealth Design, LLC | 182 | $44.2K | 0.02% | +3+1.7% | Added |
| Global X Japan Co., Ltd. | 183 | $44.5K | 0.00% | −37−16.8% | Reduced |
| FSA Wealth Management LLC | 192 | $46.6K | 0.02% | +1+0.5% | Added |
| Anfield Capital Management, LLC | 196 | $47.6K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 199 | $48.4K | 0.00% | +199 | New |
| Curio Wealth, LLC | 200 | $48.6K | 0.02% | +199+19,900.0% | Added |
| Truvestments Capital LLC | 214 | $51.9K | 0.01% | +1+0.5% | Added |
| Piscataqua Savings Bank | 215 | $52.3K | 0.04% | −20−8.5% | Reduced |
| Central Pacific Bank - Trust Division | 215 | $52.3K | 0.01% | +51+31.1% | Added |
| Bruce G. Allen Investments, LLC | 216 | $52.5K | 0.04% | −2−0.9% | Reduced |
| Ransom Advisory, Ltd | 224 | $54.4K | 0.03% | −55−19.7% | Reduced |
| Salem Investment Counselors Inc | 225 | $54.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $54.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 229 | $55.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $55.7K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 229 | $55.7K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 229 | $55.7K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 248 | $60.3K | 0.03% | −9−3.5% | Reduced |
| Trust Co of Vermont | 255 | $62.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 273 | $66.3K | 0.01% | −155−36.2% | Reduced |
| MV Capital Management, Inc. | 294 | $71.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $72.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $72.9K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $72.9K | 0.00% | +300 | New |
| Montag A & Associates Inc | 300 | $73.2K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 309 | $75.0K | 0.05% | +309 | New |
| HM Payson & Co | 310 | $75.3K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 311 | $75.6K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 319 | $77.5K | 0.02% | −209−39.6% | Reduced |
| SBI Securities Co., Ltd. | 321 | $78.0K | 0.00% | −1−0.3% | Reduced |
| First PREMIER Bank | 330 | $80.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 339 | $80.0K | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 345 | $83.8K | 0.00% | +345 | New |
| Harbor Investment Advisory, LLC | 350 | $85.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $86.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 360 | $87.8K | 0.05% | +9+2.6% | Added |
| Plante Moran Financial Advisors, LLC | 361 | $87.9K | 0.01% | −1,940−84.3% | Reduced |
| Ofi Invest Asset Management | 425 | $88.0K | 0.00% | +109+34.5% | Added |
| Bangor Savings Bank | 364 | $88.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $94.8K | 0.00% | −4−1.0% | Reduced |
| Financial Network Wealth Advisors LLC | 394 | $95.8K | 0.12% | +9+2.3% | Added |
| Covestor Ltd | 399 | $97.0K | 0.06% | −66−14.2% | Reduced |
| St Germain D J Co Inc | 403 | $97.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 414 | $100.6K | 0.01% | −157−27.5% | Reduced |
| Capital Advisors, Ltd. LLC | 421 | $102.0K | 0.01% | +29+7.4% | Added |
| AdvisorNet Financial, Inc | 423 | $102.8K | 0.01% | −1−0.2% | Reduced |
| Trust Co of Toledo NA | 450 | $109.4K | 0.01% | +450 | New |
| GeoWealth Management, LLC | 450 | $109.4K | 0.00% | +198+78.6% | Added |
| United Community Bank | 473 | $115.0K | 0.04% | +5+1.1% | Added |
| DHJJ Financial Advisors, Ltd. | 478 | $116.2K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 489 | $118.8K | 0.00% | +45+10.1% | Added |
| Lowe Wealth Advisors, LLC | 491 | $119.3K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $121.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 121,515 | $121.5K | 0.09% | +121,015+24,203.0% | Added |
| Fulcrum Asset Management LLP | 506 | $123.0K | 0.04% | +506 | New |
| Atlantic Trust, LLC | 550 | $133.7K | 0.03% | +204+59.0% | Added |
| Bartlett & Co. Wealth Management LLC | 552 | $134.6K | 0.00% | +1+0.2% | Added |
| Smartleaf Asset Management LLC | 594 | $142.3K | 0.01% | −153−20.5% | Reduced |
| Kennebec Savings Bank | 600 | $145.8K | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 608 | $147.8K | 0.00% | −47−7.2% | Reduced |