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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
Hudson Capital Management LLC1,104$268.3K0.08%00.0%Unchanged
Evergreen Capital Management LLC1,101$268.5K0.01%+74+7.2%Added
Massmutual Trust Co FSB1,110$269.8K0.01%+587+112.2%Added
Fullcircle Wealth LLC1,092$271.3K0.10%+80+7.9%Added
Key Financial Inc1,117$271.5K0.05%00.0%Unchanged
Astoria Portfolio Advisors LLC.1,075$271.9K0.08%−27−2.5%Reduced
Davies Financial Advisors, Inc.1,119$272.0K0.21%00.0%Unchanged
Bestgate Wealth Advisors, LLC1,127$273.3K0.57%00.0%Unchanged
Brasada Capital Management, LP1,130$273.6K0.05%−20,465−94.8%Reduced
Park National Corp1,132$275.1K0.01%00.0%Unchanged
Diversified Enterprises, LLC1,137$276.3K0.02%−241−17.5%Reduced
Courier Capital LLC1,139$276.8K0.02%00.0%Unchanged
LMR Partners LLP1,142$277.5K0.00%+101+9.7%Added
Ascent Group, LLC1,146$278.5K0.01%−88−7.1%Reduced
MBB Public Markets I LLC1,148$279.0K0.03%−253−18.1%Reduced
Hanson & Doremus Investment Management1,150$279.0K0.04%00.0%Unchanged
Avestar Capital, LLC1,146$279.5K0.02%+6+0.5%Added
Novak & Powell Financial Services, Inc.1,152$280.1K0.19%00.0%Unchanged
Prosperity Financial Group, Inc.1,154$280.5K0.12%+1,154New
Avantax Planning Partners, Inc.1,155$280.7K0.01%00.0%Unchanged
Cigna Investments Inc1,154$281.0K0.05%−21−1.8%Reduced
Choate Investment Advisors1,158$281.4K0.01%−3−0.3%Reduced
Syon Capital LLC1,165$283.1K0.02%+172+17.3%Added
Moody Aldrich Partners LLC1,171$284.6K0.06%−25−2.1%Reduced
Baron Wealth Management LLC1,173$285.1K0.10%+228+24.1%Added
Walleye Trading LLC1,179$286.5K0.01%+1,030+691.3%Added
Stephens Inc1,180$286.8K0.00%+29+2.5%Added
Petrus Trust Company, LTA1,180$286.8K0.03%+1,180New
SRS Capital Advisors, Inc.1,181$287.1K0.01%−405−25.5%Reduced
Clark Financial Services Group Inc1,184$287.7K0.18%+128+12.1%Added
Equitable Trust Co1,189$289.0K0.01%00.0%Unchanged
Nilsine Partners, LLC1,190$289.2K0.03%−37−3.0%Reduced
Grove Street Fiduciary, LLC1,199$291.4K0.14%−19−1.6%Reduced
Barnes Pettey Financial Advisors, LLC1,200$291.6K0.19%00.0%Unchanged
Enterprise Bank & Trust Co1,201$291.9K0.11%00.0%Unchanged
Greykasell Wealth Strategies, Inc.1,205$292.9K0.14%00.0%Unchanged
Eqis Capital Management, Inc.1,211$294.3K0.02%−58−4.6%Reduced
Advisory Alpha, LLC1,212$294.6K0.01%+328+37.1%Added
Petros Family Wealth, LLC1,219$296.3K0.27%−5−0.4%Reduced
Hutchens & Kramer Investment Management Group, LLC1,220$298.6K0.14%−10−0.8%Reduced
Ronald Blue Trust, Inc.1,236$300.4K0.00%+140+12.8%Added
Harvey Investment Co LLC1,238$301.0K0.03%00.0%Unchanged
Advisor OS, LLC1,248$303.3K0.03%+27+2.2%Added
Pinnacle Wealth Planning Services, Inc.1,250$303.8K0.04%−43−3.3%Reduced
GPS Wealth Strategies Group, LLC1,261$306.5K0.04%−29−2.2%Reduced
Sagespring Wealth Partners, LLC1,262$306.8K0.01%+194+18.2%Added
Foundations Investment Advisors, LLC1,264$307.1K0.00%−106−7.7%Reduced
Safe Harbor Fiduciary, LLC1,264$307.2K0.29%−80−6.0%Reduced
Tower Research Capital LLC (TRC)1,267$307.9K0.01%−3,835−75.2%Reduced
Skopos Labs, Inc.1,281$311.1K0.04%+507+65.5%Added
Fisher Asset Management, LLC1,280$311.3K0.00%−568−30.7%Reduced
Washington Trust Advisors, Inc.1,286$312.5K0.03%00.0%Unchanged
Flagship Harbor Advisors, LLC1,297$315.2K0.01%+4+0.3%Added
Graypoint LLC1,298$315.5K0.02%+135+11.6%Added
Penobscot Investment Management Company, Inc.1,299$315.7K0.03%00.0%Unchanged
Net Worth Advisory Group1,301$316.1K0.07%+50+4.0%Added
Advisors Capital Management, LLC1,306$317.6K0.00%+35+2.8%Added
Jaffetilchin Investment Partners, LLC1,309$318.1K0.02%+1,309New
Ascent Wealth Partners, LLC1,311$318.6K0.04%−379−22.4%Reduced
Buckingham Strategic Partners1,313$318.9K0.00%−148−10.1%Reduced
Resources Management Corp1,325$322.0K0.04%00.0%Unchanged
Clark Capital Management Group, Inc.1,341$325.9K0.00%+295+28.2%Added
Ewa, LLC1,343$326.3K0.10%+28+2.1%Added
Perigon Wealth Management, LLC1,346$327.2K0.01%−148−9.9%Reduced
Atlas Brown,Inc.1,358$330.0K0.11%00.0%Unchanged
Davenport & Co LLC1,363$331.3K0.00%+88+6.9%Added
QSV Equity Investors LLC1,368$332.5K0.35%00.0%Unchanged
Ameritas Investment Partners, Inc.1,378$335.0K0.01%+1+0.1%Added
Brown Brothers Harriman & Co1,389$337.6K0.00%+95+7.3%Added
BSW Wealth Partners1,406$341.7K0.05%−280−16.6%Reduced
Radnor Capital Management, LLC1,407$342.0K0.05%−50−3.4%Reduced
Quarry LP1,408$342.2K0.08%+828+142.8%Added
Union Bancaire Privee, UBP SA1,437$343.7K0.01%−2,432−62.9%Reduced
Trust Point Inc.1,422$345.6K0.03%−518−26.7%Reduced
Dynamic Advisor Solutions LLC1,433$348.2K0.01%−36−2.5%Reduced
Atwater Malick LLC1,435$348.7K0.11%+244+20.5%Added
Rockland Trust Co1,437$349.2K0.02%00.0%Unchanged
Raiffeisen Bank International AG1,470$350.1K0.01%00.0%Unchanged
Traphagen Investment Advisors LLC1,444$351.0K0.03%00.0%Unchanged
Quotient Wealth Partners, LLC1,455$353.6K0.01%−15−1.0%Reduced
Gilbert & Cook, Inc.1,459$354.6K0.05%+27+1.9%Added
Apella Capital, LLC1,478$355.5K0.01%+11+0.7%Added
Ipswich Investment Management Co., Inc.1,465$356.0K0.09%−25−1.7%Reduced
TD Waterhouse Canada Inc.1,457$356.6K0.00%+50+3.6%Added
Profund Advisors LLC1,468$356.8K0.01%+250+20.5%Added
Chicago Partners Investment Group LLC1,481$359.4K0.01%+176+13.5%Added
Stonehearth Capital Management, LLC1,480$359.7K0.15%00.0%Unchanged
Equitable Holdings, Inc.1,480$359.7K0.00%+409+38.2%Added
AE Wealth Management LLC1,485$360.9K0.00%+246+19.9%Added
Caliber Wealth Management, LLC1,487$361.5K0.04%+5+0.3%Added
Guggenheim Capital LLC1,493$362.8K0.00%+103+7.4%Added
Anchor Investment Management, LLC1,500$364.5K0.03%00.0%Unchanged
Shore Point Advisors, LLC1,504$365.5K0.18%00.0%Unchanged
Optimize Financial Inc1,534$372.8K0.23%−10−0.6%Reduced
Sound View Wealth Advisors Group, LLC1,547$376.0K0.03%00.0%Unchanged
Moneta Group Investment Advisors LLC1,547$376.0K0.00%+29+1.9%Added
Private Trust Co NA1,556$378.2K0.04%−53−3.3%Reduced
Washington Trust Bank1,560$379.1K0.03%−38−2.4%Reduced
MBE Wealth Management, LLC1,565$380.3K0.17%+94+6.4%Added
Campion Asset Management LLC1,565$380.3K0.29%00.0%Unchanged