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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 2,550 | $619.7K | 0.11% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,560 | $622.2K | 0.00% | −33,461−92.9% | Reduced |
| Qtron Investments LLC | 2,562 | $622.6K | 0.08% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 2,575 | $625.8K | 0.19% | +8+0.3% | Added |
| Holocene Advisors, LP | 2,579 | $626.8K | 0.00% | +2,579 | New |
| Pensionmark Financial Group, LLC | 2,581 | $627.3K | 0.01% | +631+32.4% | Added |
| Quest Partners LLC | 2,592 | $629.9K | 0.06% | −6,632−71.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,596 | $630.8K | 0.01% | +1,222+88.9% | Added |
| Everence Capital Management Inc | 2,596 | $631.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,648 | $632.3K | 0.03% | +39+1.5% | Added |
| MUFG Securities Americas Inc. | 2,603 | $632.6K | 0.05% | +532+25.7% | Added |
| One + One Wealth Management, LLC | 2,606 | $633.3K | 0.35% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,609 | $634.2K | 0.02% | −305−10.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,648 | $643.6K | 0.03% | +162+6.5% | Added |
| Citizens Financial Group Inc | 2,655 | $647.5K | 0.01% | +176+7.1% | Added |
| Maripau Wealth Management LLC | 2,659 | $649.0K | 0.33% | +332+14.3% | Added |
| OmniStar Financial Group, Inc. | 2,673 | $649.6K | 0.49% | +241+9.9% | Added |
| WealthTrust Axiom LLC | 2,681 | $651.6K | 0.19% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,683 | $652.0K | 0.10% | +87+3.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,684 | $652.3K | 0.08% | +2,684 | New |
| BHK Investment Advisors, LLC | 2,686 | $652.7K | 0.26% | +15+0.6% | Added |
| Chicago Trust Co NA | 2,728 | $663.0K | 0.09% | 00.0% | Unchanged |
| Alta Capital Management LLC | 2,729 | $663.3K | 0.04% | −48,738−94.7% | Reduced |
| United Capital Financial Advisers, LLC | 2,795 | $679.2K | 0.01% | +130+4.9% | Added |
| Moody Lynn & Lieberson, LLC | 2,801 | $680.7K | 0.04% | −9−0.3% | Reduced |
| Jacobi Capital Management LLC | 2,806 | $681.8K | 0.05% | +30+1.1% | Added |
| Caxton Associates LLP | 2,806 | $681.9K | 0.02% | −3,310−54.1% | Reduced |
| Fiduciary Family Office, LLC | 2,831 | $688.0K | 0.23% | −93−3.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,840 | $690.2K | 0.00% | +2,840 | New |
| Mutual Advisors, LLC | 2,723 | $690.8K | 0.02% | +308+12.8% | Added |
| Sequoia Financial Advisors, LLC | 2,843 | $690.9K | 0.00% | +1,690+146.6% | Added |
| Fulton Bank, N.A. | 2,847 | $691.9K | 0.03% | −343−10.8% | Reduced |
| MQS Management LLC | 2,867 | $696.8K | 0.38% | +742+34.9% | Added |
| Plato Investment Management Ltd | 2,879 | $697.1K | 0.05% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,873 | $698.2K | 0.27% | −5,815−66.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,882 | $700.4K | 0.16% | +1,990+223.1% | Added |
| Change Path, LLC | 2,912 | $707.7K | 0.02% | +703+31.8% | Added |
| Boothbay Fund Management, LLC | 2,928 | $711.6K | 0.02% | +1,518+107.7% | Added |
| Beaumont Financial Advisors, LLC | 2,936 | $713.5K | 0.05% | −10.0% | Reduced |
| Kidder Stephen W | 2,950 | $716.9K | 0.22% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,951 | $717.1K | 0.26% | +44+1.5% | Added |
| Unique Wealth, LLC | 2,952 | $717.5K | 0.12% | +214+7.8% | Added |
| Meyer Handelman Co | 2,955 | $718.2K | 0.02% | −150−4.8% | Reduced |
| V-Square Quantitative Management LLC | 2,967 | $721.1K | 0.10% | +233+8.5% | Added |
| Great Lakes Advisors, LLC | 3,007 | $730.8K | 0.01% | −1,745−36.7% | Reduced |
| United Advisor Group, LLC | 3,008 | $731.0K | 0.13% | +95+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,025 | $735.2K | 0.17% | −94−3.0% | Reduced |
| Atlas Legacy Advisors, LLC | 3,065 | $744.9K | 0.16% | +620+25.4% | Added |
| Pandora Wealth, Inc. | 3,106 | $754.9K | 0.46% | −69−2.2% | Reduced |
| Glenmede Investment Management, LP | 3,139 | $762.9K | 0.00% | +3,139 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,184 | $773.8K | 0.05% | −221−6.5% | Reduced |
| Davy Global Fund Management Ltd | 3,190 | $775.3K | 0.07% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,200 | $777.7K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 3,204 | $778.8K | 0.52% | −213−6.2% | Reduced |
| IFG Advisory, LLC | 3,221 | $782.8K | 0.04% | +22+0.7% | Added |
| Triangle Securities Wealth Management | 3,226 | $784.0K | 0.19% | +3,226 | New |
| Gibbs Wealth Management | 3,230 | $784.9K | 0.15% | +548+20.4% | Added |
| D.B. Root & Company, LLC | 3,244 | $788.4K | 0.23% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 3,251 | $790.1K | 0.01% | +10+0.3% | Added |
| WBI Investments | 3,261 | $792.5K | 0.21% | +1,750+115.8% | Added |
| Vise Technologies, Inc. | 3,276 | $796.3K | 0.03% | +3,276 | New |
| Hilltop Holdings Inc. | 3,294 | $800.7K | 0.05% | −892−21.3% | Reduced |
| Birch Hill Investment Advisors LLC | 3,415 | $829.9K | 0.04% | +3,415 | New |
| PDT Partners, LLC | 3,416 | $830.2K | 0.05% | −2,621−43.4% | Reduced |
| Ossiam | 3,464 | $841.9K | 0.01% | +774+28.8% | Added |
| Icon Wealth Advisors, LLC | 3,477 | $845.0K | 0.06% | +1,599+85.1% | Added |
| East Coast Asset Management, LLC. | 3,488 | $847.7K | 0.28% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,495 | $849.4K | 0.00% | +16+0.5% | Added |
| Ci Investments Inc. | 3,528 | $857.0K | 0.00% | +7+0.2% | Added |
| SRN Advisors, LLC | 3,538 | $859.8K | 0.78% | +208+6.2% | Added |
| Bridgewater Advisors Inc. | 3,539 | $877.7K | 0.07% | +25+0.7% | Added |
| Integrated Quantitative Investments LLC | 3,618 | $879.3K | 0.26% | +3,618 | New |
| JSF Financial, LLC | 3,630 | $882.2K | 0.21% | +3,630 | New |
| Bessemer Group Inc | 3,648 | $886.0K | 0.00% | +181+5.2% | Added |
| Bradley Foster & Sargent Inc | 3,675 | $893.1K | 0.01% | +753+25.8% | Added |
| Quadrant Capital Group LLC | 3,687 | $896.1K | 0.03% | −451−10.9% | Reduced |
| Cedar Mountain Advisors, LLC | 3,709 | $901.4K | 0.19% | +13+0.4% | Added |
| Sherbrooke Park Advisers LLC | 3,721 | $904.3K | 0.39% | +2,205+145.4% | Added |
| Mission Wealth Management, LP | 3,740 | $908.8K | 0.02% | +106+2.9% | Added |
| MGB Wealth Management, LLC | 3,748 | $909.3K | 0.30% | −129−3.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,747 | $910.6K | 0.01% | +26+0.7% | Added |
| Smallwood Wealth Investment Management, LLC | 3,748 | $910.9K | 0.52% | +174+4.9% | Added |
| SWMG, LLC | 3,621 | $914.2K | 0.31% | +500+16.0% | Added |
| Accredited Investors Inc. | 3,799 | $923.3K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,799 | $923.3K | 0.02% | +2,302+153.8% | Added |
| ABLE Financial Group, LLC | 3,809 | $925.7K | 0.22% | +344+9.9% | Added |
| Vestcor Inc | 3,817 | $928.0K | 0.03% | +1,451+61.3% | Added |
| DT Investment Partners, LLC | 3,870 | $940.5K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,929 | $954.9K | 0.01% | −56−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 3,986 | $969.0K | 0.08% | +3,986 | New |
| Bank Ozk | 4,000 | $972.1K | 0.37% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,005 | $973.3K | 0.34% | −90−2.2% | Reduced |
| Biltmore Family Office, LLC | 4,015 | $979.3K | 0.17% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,763 | $987.7K | 0.04% | +3,763 | New |
| Empirical Finance, LLC | 4,069 | $988.9K | 0.05% | +31+0.8% | Added |
| Voloridge Investment Management, LLC | 4,119 | $1.00M | 0.00% | −92,994−95.8% | Reduced |
| Geneos Wealth Management Inc. | 4,138 | $1.01M | 0.02% | +2,293+124.3% | Added |
| Impax Asset Management Group plc | 4,150 | $1.01M | 0.01% | +4,150 | New |
| Prana Capital Management, LP | 4,165 | $1.01M | 0.04% | −40,205−90.6% | Reduced |
| Omers Administration Corp | 4,225 | $1.03M | 0.01% | 00.0% | Unchanged |