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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 608 | $147.8K | 0.01% | +237+63.9% | Added |
| Kestra Investment Management, LLC | 620 | $150.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 621 | $150.9K | 0.00% | +156+33.5% | Added |
| Union Savings Bank | 620 | $153.5K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 637 | $154.0K | 0.00% | −3,281−83.7% | Reduced |
| S.A. Mason LLC | 650 | $158.0K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 665 | $161.6K | 0.00% | +318+91.6% | Added |
| Parkside Financial Bank & Trust | 689 | $167.4K | 0.02% | +265+62.5% | Added |
| Whittier Trust Co of Nevada Inc | 708 | $172.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 754 | $183.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 762 | $185.2K | 0.02% | −14−1.8% | Reduced |
| Toth Financial Advisory Corp | 770 | $187.1K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $191.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 823 | $200.0K | 0.01% | −451−35.4% | Reduced |
| Diversified Trust Co | 824 | $200.3K | 0.00% | −78−8.6% | Reduced |
| Clarity Wealth Advisors, LLC | 824 | $200.3K | 0.05% | +824 | New |
| Hamilton Capital Partners Inc. | 829 | $201.5K | 0.01% | −416−33.4% | Reduced |
| EverSource Wealth Advisors, LLC | 830 | $201.8K | 0.01% | +74+9.8% | Added |
| Forum Financial Management, LP | 833 | $202.4K | 0.00% | +1+0.1% | Added |
| Strategic Blueprint, LLC | 833 | $202.5K | 0.01% | −132−13.7% | Reduced |
| Old National Bancorp | 835 | $202.9K | 0.00% | +835 | New |
| Souders Financial Advisors | 838 | $203.7K | 0.03% | +1+0.1% | Added |
| Sterling Capital Management LLC | 852 | $207.1K | 0.00% | −76−8.2% | Reduced |
| Essex Savings Bank | 854 | $207.5K | 0.05% | +8+0.9% | Added |
| Raleigh Capital Management Inc. | 855 | $207.9K | 0.09% | −45−5.0% | Reduced |
| Wallace Advisory Group, LLC | 859 | $208.3K | 0.15% | −65−7.0% | Reduced |
| Independent Wealth Network Inc. | 858 | $208.6K | 0.08% | +28+3.4% | Added |
| Keystone Financial Services | 863 | $209.7K | 0.07% | +863 | New |
| Versant Capital Management, Inc | 865 | $210.2K | 0.03% | −10−1.1% | Reduced |
| Larson Financial Group LLC | 867 | $210.7K | 0.01% | −153−15.0% | Reduced |
| Enterprise Financial Services Corp | 868 | $210.9K | 0.11% | +7+0.8% | Added |
| Westover Capital Advisors, LLC | 875 | $212.7K | 0.04% | −20−2.2% | Reduced |
| Howard Capital Management Group, LLC | 875 | $212.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 875 | $212.7K | 0.05% | +15+1.7% | Added |
| Crestwood Advisors Group LLC | 881 | $214.1K | 0.00% | −12−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $214.4K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 883 | $214.6K | 0.11% | −189−17.6% | Reduced |
| Independent Financial Group, LLC | 885 | $215.1K | 0.01% | −13−1.4% | Reduced |
| Personal Cfo Solutions, LLC | 893 | $217.0K | 0.04% | −15−1.7% | Reduced |
| Prosperity Consulting Group, LLC | 894 | $217.3K | 0.02% | +31+3.6% | Added |
| Trust Co of the South | 895 | $217.5K | 0.04% | +895 | New |
| AlphaCore Capital LLC | 894 | $218.0K | 0.01% | +894 | New |
| NTV Asset Management LLC | 900 | $218.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 903 | $219.5K | 0.00% | −23−2.5% | Reduced |
| KFA Private Wealth Group, LLC | 905 | $219.9K | 0.07% | +905 | New |
| Summit Trail Advisors, LLC | 910 | $223.5K | 0.00% | −129−12.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 921 | $223.8K | 0.17% | −114−11.0% | Reduced |
| Tairen Capital Ltd | 925 | $224.8K | 0.02% | +925 | New |
| Patton Fund Management, Inc. | 925 | $224.8K | 0.05% | +925 | New |
| PAX Financial Group, LLC | 926 | $224.9K | 0.04% | +49+5.6% | Added |
| Trinity Financial Advisors LLC | 925 | $225.6K | 0.07% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 930 | $226.0K | 0.11% | −14−1.5% | Reduced |
| Advyzon Investment Management, LLC | 930 | $226.1K | 0.05% | +15+1.6% | Added |
| River Wealth Advisors LLC | 935 | $227.2K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 942 | $229.8K | 0.01% | −205−17.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 946 | $229.9K | 0.02% | −59−5.9% | Reduced |
| McAdam, LLC | 946 | $229.9K | 0.01% | +65+7.4% | Added |
| Colonial Trust Co | 958 | $232.8K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 964 | $234.3K | 0.02% | +29+3.1% | Added |
| Wayfinding Financial, LLC | 947 | $235.0K | 0.11% | −17−1.8% | Reduced |
| Pegasus Asset Management, Inc. | 968 | $235.3K | 0.08% | +968 | New |
| RDA Financial Network | 972 | $236.3K | 0.06% | −21−2.1% | Reduced |
| Cadent Capital Advisors, LLC | 977 | $237.4K | 0.08% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 990 | $240.6K | 0.03% | +954+2,650.0% | Added |
| David Loasby | 986 | $241.2K | 0.02% | −8−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 994 | $241.6K | 0.01% | +50+5.3% | Added |
| Cross Staff Investments Inc | 1,000 | $243.0K | 0.18% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $243.0K | 0.05% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $243.0K | 0.07% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 999 | $243.8K | 0.21% | +13+1.3% | Added |
| Somerville Kurt F | 1,006 | $244.5K | 0.04% | −250−19.9% | Reduced |
| Moseley Investment Management Inc | 1,010 | $245.5K | 0.08% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,012 | $246.2K | 0.09% | −1−0.1% | Reduced |
| Jacobsen Capital Management | 1,015 | $246.7K | 0.09% | −4−0.4% | Reduced |
| Longboard Asset Management, LP | 1,022 | $248.4K | 0.62% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,025 | $249.0K | 0.02% | +57+5.9% | Added |
| Aull & Monroe Investment Management Corp | 1,026 | $249.3K | 0.13% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,026 | $249.3K | 0.04% | +118+13.0% | Added |
| Inscription Capital, LLC | 1,029 | $250.1K | 0.04% | −71−6.5% | Reduced |
| Clarius Group, LLC | 1,034 | $251.3K | 0.01% | −87−7.8% | Reduced |
| Walleye Capital LLC | 1,035 | $251.5K | 0.00% | −7,586−88.0% | Reduced |
| Parallel Advisors, LLC | 1,036 | $251.9K | 0.01% | −11−1.1% | Reduced |
| Accurate Wealth Management, LLC | 1,058 | $252.4K | 0.04% | +34+3.3% | Added |
| Gallacher Capital Management LLC | 1,043 | $253.5K | 0.12% | +1,043 | New |
| SeaCrest Wealth Management, LLC | 1,045 | $254.0K | 0.03% | +14+1.4% | Added |
| GTS Securities LLC | 1,045 | $254.0K | 0.01% | +1,045 | New |
| Harvest Fund Management Co., Ltd | 1,045 | $254.0K | 0.01% | +63+6.4% | Added |
| Mayflower Financial Advisors, LLC | 1,050 | $255.2K | 0.04% | +1+0.1% | Added |
| D.A. Davidson & Co. | 1,052 | $255.7K | 0.00% | +156+17.4% | Added |
| Pavion Blue Capital, LLC | 1,053 | $255.9K | 0.11% | 00.0% | Unchanged |
| First Manhattan Co | 1,050 | $256.1K | 0.00% | −6−0.6% | Reduced |
| Wealthspire Advisors, LLC | 1,060 | $257.6K | 0.00% | +60+6.0% | Added |
| Abn Amro Investment Solutions | 1,062 | $258.1K | 0.01% | −244−18.7% | Reduced |
| Bokf, NA | 1,062 | $258.1K | 0.00% | +797+300.8% | Added |
| Capital Investment Counsel, Inc | 1,077 | $261.8K | 0.03% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,082 | $263.0K | 0.04% | +144+15.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,088 | $264.4K | 0.01% | +29+2.7% | Added |
| Aprio Wealth Management, LLC | 1,093 | $265.6K | 0.03% | +59+5.7% | Added |
| Seaside Wealth Management, Inc. | 1,098 | $266.8K | 0.08% | +24+2.2% | Added |
| Texas Bank & Trust Co | 1,100 | $267.3K | 0.11% | 00.0% | Unchanged |