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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 1,575 | $382.8K | 0.02% | −54−3.3% | Reduced |
| Alps Advisors Inc | 1,576 | $383.0K | 0.00% | +19+1.2% | Added |
| Marietta Investment Partners LLC | 1,584 | $385.0K | 0.08% | −180−10.2% | Reduced |
| CX Institutional | 1,589 | $386.0K | 0.01% | +115+7.8% | Added |
| Prime Capital Investment Advisors, LLC | 1,591 | $386.6K | 0.01% | +409+34.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,592 | $386.9K | 0.03% | +16+1.0% | Added |
| Arcadia Investment Management Corp | 1,600 | $388.8K | 0.06% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,600 | $389.0K | 0.17% | +648+68.1% | Added |
| Optas, LLC | 1,607 | $390.5K | 0.07% | −44−2.7% | Reduced |
| Eagle Bay Advisors LLC | 1,604 | $391.4K | 0.32% | −305−16.0% | Reduced |
| 1858 Wealth Management, LLC | 1,616 | $392.7K | 0.29% | −25−1.5% | Reduced |
| Empire Financial Management Company, LLC | 1,624 | $394.9K | 0.11% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,628 | $395.7K | 0.07% | +13+0.8% | Added |
| KFG Wealth Management, LLC | 1,647 | $400.2K | 0.06% | +146+9.7% | Added |
| Rehmann Capital Advisory Group | 1,669 | $405.6K | 0.02% | +150+9.9% | Added |
| RMB Capital Management, LLC | 1,667 | $406.6K | 0.01% | +839+101.3% | Added |
| American National Bank | 1,676 | $407.3K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,690 | $410.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,684 | $410.7K | 0.08% | +100+6.3% | Added |
| Warren Averett Asset Management, LLC | 1,693 | $411.4K | 0.00% | +20+1.2% | Added |
| Keybank National Association | 1,697 | $412.4K | 0.00% | +24+1.4% | Added |
| Hall Laurie J Trustee | 1,700 | $413.2K | 0.14% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,711 | $415.8K | 0.02% | +341+24.9% | Added |
| Sunburst Financial Group, LLC | 1,712 | $416.1K | 0.09% | +358+26.4% | Added |
| Vivaldi Capital Management, LLC | 1,714 | $416.6K | 0.06% | −9−0.5% | Reduced |
| Arkadios Wealth Advisors | 1,719 | $417.9K | 0.01% | +711+70.5% | Added |
| Chancellor Financial Group WB LP | 1,739 | $422.6K | 0.33% | 00.0% | Unchanged |
| Central Trust Co | 1,744 | $423.8K | 0.01% | +16+0.9% | Added |
| MONECO Advisors, LLC | 1,745 | $424.1K | 0.04% | −44−2.5% | Reduced |
| National Asset Management, Inc. | 1,751 | $425.5K | 0.02% | −699−28.5% | Reduced |
| Everpar Advisors LLC | 1,759 | $427.5K | 0.19% | +11+0.6% | Added |
| Ballentine Partners, LLC | 1,775 | $431.4K | 0.01% | +20+1.1% | Added |
| Silver Oak Securities, Inc | 1,778 | $432.2K | 0.04% | −149−7.7% | Reduced |
| Mystic Asset Management, Inc. | 1,780 | $432.6K | 0.10% | 00.0% | Unchanged |
| Eastern Bank | 1,791 | $435.3K | 0.01% | −24−1.3% | Reduced |
| Woodward Diversified Capital, LLC | 1,791 | $435.3K | 0.22% | +615+52.3% | Added |
| Bridges Investment Management Inc | 1,799 | $437.2K | 0.01% | −77−4.1% | Reduced |
| Sepio Capital, LP | 1,802 | $437.9K | 0.03% | −1,101−37.9% | Reduced |
| Ifrah Financial Services, Inc. | 1,802 | $437.9K | 0.12% | −19−1.0% | Reduced |
| Compass Ion Advisors, LLC | 1,814 | $440.7K | 0.05% | +38+2.1% | Added |
| Belpointe Asset Management LLC | 1,817 | $441.6K | 0.02% | +101+5.9% | Added |
| Independence Bank of Kentucky | 1,820 | $442.3K | 0.06% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,824 | $443.3K | 0.01% | +68+3.9% | Added |
| Marco Investment Management LLC | 1,833 | $445.5K | 0.04% | +21+1.2% | Added |
| Groupama Asset Managment | 1,885 | $451.4K | 0.01% | −181−8.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,864 | $453.0K | 0.04% | +42+2.3% | Added |
| Wealth Alliance | 1,874 | $455.4K | 0.05% | +3+0.2% | Added |
| Redmond Asset Management, LLC | 1,891 | $459.6K | 0.11% | −125−6.2% | Reduced |
| Main Street Financial Solutions, LLC | 1,903 | $462.5K | 0.03% | +38+2.0% | Added |
| Global Retirement Partners, LLC | 1,908 | $463.6K | 0.01% | +1,908 | New |
| Norden Group LLC | 1,916 | $465.6K | 0.05% | +64+3.5% | Added |
| Acadian Asset Management LLC | 1,944 | $470.0K | 0.00% | −600−23.6% | Reduced |
| Aberdeen Wealth Management LLC | 1,939 | $471.2K | 0.31% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,950 | $473.9K | 0.03% | +1,950 | New |
| Voya Financial Advisors, Inc. | 1,997 | $478.2K | 0.05% | −108−5.1% | Reduced |
| Tectonic Advisors LLC | 1,972 | $479.2K | 0.03% | +62+3.2% | Added |
| Private Advisor Group, LLC | 1,995 | $485.0K | 0.00% | +56+2.9% | Added |
| Leeward Financial Partners, LLC | 2,000 | $486.1K | 0.15% | +2,000 | New |
| Second Half Financial Partners, LLC | 2,002 | $486.5K | 0.23% | −48−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,012 | $489.0K | 0.09% | −25−1.2% | Reduced |
| Renasant Bank | 2,041 | $496.0K | 0.33% | −73−3.5% | Reduced |
| Signaturefd, LLC | 2,045 | $497.0K | 0.01% | +242+13.4% | Added |
| Bayforest Capital Ltd | 2,069 | $502.8K | 0.22% | +2,069 | New |
| NorthRock Partners, LLC | 2,064 | $503.4K | 0.01% | +184+9.8% | Added |
| Spire Wealth Management | 2,083 | $506.2K | 0.02% | +5+0.2% | Added |
| We Are One Seven, LLC | 2,106 | $511.8K | 0.02% | +681+47.8% | Added |
| Mather Group, LLC. | 2,111 | $513.1K | 0.01% | −589−21.8% | Reduced |
| Portside Wealth Group, LLC | 2,117 | $514.5K | 0.08% | −56−2.6% | Reduced |
| Heritage Wealth Advisors | 2,130 | $517.7K | 0.02% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 2,148 | $522.0K | 0.03% | −390−15.4% | Reduced |
| Pitcairn Co | 2,149 | $522.3K | 0.03% | −289−11.9% | Reduced |
| Huntington National Bank | 2,169 | $527.1K | 0.00% | +138+6.8% | Added |
| Court Place Advisors, LLC | 2,170 | $527.4K | 0.17% | 00.0% | Unchanged |
| Algert Global LLC | 2,200 | $534.7K | 0.01% | +870+65.4% | Added |
| Exchange Bank | 2,250 | $546.8K | 0.43% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,255 | $548.1K | 0.01% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,260 | $549.2K | 0.03% | +53+2.4% | Added |
| Sowell Financial Services LLC | 2,312 | $561.8K | 0.02% | +132+6.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,312 | $562.0K | 0.08% | +2,312 | New |
| IFP Advisors, Inc | 2,136 | $564.1K | 0.02% | +260+13.9% | Added |
| Miracle Mile Advisors, LLC | 2,325 | $565.1K | 0.01% | +11+0.5% | Added |
| Brighton Jones LLC | 2,326 | $565.2K | 0.02% | +35+1.5% | Added |
| First Heartland Consultants, Inc. | 2,339 | $568.4K | 0.05% | +352+17.7% | Added |
| SeaBridge Investment Advisors LLC | 2,344 | $569.7K | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,357 | $572.9K | 0.02% | −6−0.3% | Reduced |
| CWS Financial Advisors, LLC | 2,358 | $573.1K | 0.17% | +447+23.4% | Added |
| Segment Wealth Management, LLC | 2,371 | $576.2K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,379 | $578.1K | 0.07% | +248+11.6% | Added |
| Snowden Capital Advisors LLC | 2,383 | $581.2K | 0.02% | +79+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 2,432 | $591.1K | 0.29% | −59−2.4% | Reduced |
| Simmons Bank | 2,458 | $597.4K | 0.04% | −73−2.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,460 | $597.9K | 0.10% | 00.0% | Unchanged |
| Argent Trust Co | 2,466 | $599.3K | 0.02% | −190−7.2% | Reduced |
| Albion Financial Group | 2,478 | $602.2K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,482 | $603.2K | 0.03% | −196−7.3% | Reduced |
| Ami Asset Management Corp | 2,490 | $605.1K | 0.03% | −15−0.6% | Reduced |
| Shufro Rose & Co LLC | 2,500 | $606.1K | 0.05% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,498 | $607.1K | 0.01% | −7,281−74.5% | Reduced |
| Forza Wealth Management, LLC | 2,500 | $607.6K | 0.25% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,519 | $612.2K | 0.04% | +253+11.2% | Added |