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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 4,230 | $1.03M | 0.18% | +1,388+48.8% | Added |
| PFG Investments, LLC | 4,250 | $1.03M | 0.06% | +12+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 4,273 | $1.04M | 0.04% | +334+8.5% | Added |
| Capital International Inc | 4,348 | $1.06M | 0.01% | −105−2.4% | Reduced |
| Eukles Asset Management | 4,367 | $1.06M | 0.43% | +76+1.8% | Added |
| GAMMA Investing LLC | 4,444 | $1.08M | 0.07% | +361+8.8% | Added |
| RSM US Wealth Management LLC | 4,441 | $1.08M | 0.02% | +145+3.4% | Added |
| Panagora Asset Management Inc | 4,475 | $1.09M | 0.00% | +596+15.4% | Added |
| Brevan Howard Capital Management LP | 4,489 | $1.09M | 0.01% | +2,321+107.1% | Added |
| Vinva Investment Management Ltd | 4,565 | $1.09M | 0.03% | +3,477+319.6% | Added |
| iA Global Asset Management Inc. | 4,513 | $1.10M | 0.02% | +3,597+392.7% | Added |
| Tiaa Trust, National Association | 4,545 | $1.10M | 0.00% | +34+0.8% | Added |
| Magnetar Financial LLC | 4,600 | $1.12M | 0.01% | +4,600 | New |
| Menard Financial Group LLC | 4,607 | $1.12M | 0.67% | −118−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,685 | $1.14M | 0.00% | +3,290+235.8% | Added |
| Dakota Wealth Management | 4,711 | $1.15M | 0.02% | +561+13.5% | Added |
| Catalyst Capital Advisors LLC | 4,715 | $1.15M | 0.02% | −637−11.9% | Reduced |
| Prospera Financial Services Inc | 4,728 | $1.15M | 0.02% | −403−7.9% | Reduced |
| Montag & Caldwell, LLC | 4,730 | $1.15M | 0.25% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,773 | $1.16M | 0.01% | +23+0.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,793 | $1.16M | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,824 | $1.17M | 0.01% | −260−5.1% | Reduced |
| FORA Capital, LLC | 4,832 | $1.17M | 0.13% | +4,832 | New |
| NewEdge Wealth, LLC | 4,434 | $1.18M | 0.02% | +166+3.9% | Added |
| HighPoint Advisor Group LLC | 4,886 | $1.19M | 0.06% | −70−1.4% | Reduced |
| Burling Wealth Partners, LLC | 4,893 | $1.19M | 0.22% | −1,420−22.5% | Reduced |
| Verition Fund Management LLC | 4,920 | $1.20M | 0.01% | +1,234+33.5% | Added |
| MorganRosel Wealth Management, LLC | 4,971 | $1.21M | 0.33% | +971+24.3% | Added |
| J. Safra Sarasin Holding AG | 4,988 | $1.21M | 0.02% | +944+23.3% | Added |
| Keeler Thomas Management LLC | 5,014 | $1.22M | 0.52% | +5,014 | New |
| HB Wealth Management, LLC | 5,068 | $1.23M | 0.01% | −138−2.7% | Reduced |
| Jones Financial Companies LLLP | 5,161 | $1.24M | 0.00% | +989+23.7% | Added |
| CIBC World Markets Inc. | 5,101 | $1.24M | 0.00% | −13,542−72.6% | Reduced |
| Principal Securities, Inc. | 5,139 | $1.25M | 0.02% | −1,427−21.7% | Reduced |
| Vident Advisory, LLC | 5,180 | $1.26M | 0.01% | +146+2.9% | Added |
| Savant Capital, LLC | 5,217 | $1.27M | 0.01% | +244+4.9% | Added |
| LVW Advisors, LLC | 5,226 | $1.27M | 0.14% | +854+19.5% | Added |
| Tributary Capital Management, LLC | 5,388 | $1.31M | 0.12% | +183+3.5% | Added |
| E. Ohman J:or Asset Management AB | 5,450 | $1.32M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,450 | $1.32M | 0.04% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 5,504 | $1.34M | 1.40% | +506+10.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,467 | $1.34M | 0.00% | −147−2.6% | Reduced |
| Farther Finance Advisors, LLC | 5,530 | $1.34M | 0.03% | +1,987+56.1% | Added |
| Ostrum Asset Management | 5,536 | $1.35M | 0.06% | −113−2.0% | Reduced |
| Centaurus Financial, Inc. | 5,545 | $1.35M | 0.08% | −46−0.8% | Reduced |
| Manning & Napier Advisors LLC | 5,583 | $1.36M | 0.02% | −1,473−20.9% | Reduced |
| Maryland State Retirement & Pension System | 5,664 | $1.38M | 0.03% | +191+3.5% | Added |
| Board of the Pension Protection Fund | 5,700 | $1.39M | 1.50% | +2,600+83.9% | Added |
| Bullock Wealth Management Group | 5,692 | $1.39M | 0.74% | +4+0.1% | Added |
| SNS Financial Group, LLC | 5,738 | $1.40M | 0.13% | −37−0.6% | Reduced |
| Mirabaud Asset Management Ltd | 5,849 | $1.40M | 0.65% | −344−5.6% | Reduced |
| Summit Financial, LLC | 5,791 | $1.41M | 0.03% | +42+0.7% | Added |
| Atomi Financial Group, Inc. | 5,844 | $1.42M | 0.05% | +1,064+22.3% | Added |
| Spears Abacus Advisors LLC | 5,871 | $1.43M | 0.03% | −10.0% | Reduced |
| Gulf International Bank (UK) Ltd | 5,875 | $1.43M | 0.05% | −1,109−15.9% | Reduced |
| Achmea Investment Management B.V. | 5,880 | $1.43M | 0.02% | +682+13.1% | Added |
| Scott Marsh Financial, LLC | 5,948 | $1.45M | 0.54% | +5,948 | New |
| NBC Securities, Inc. | 5,966 | $1.45M | 0.12% | +170+2.9% | Added |
| EFG Asset Management (Americas) Corp. | 6,005 | $1.46M | 0.27% | −990−14.2% | Reduced |
| TCTC Holdings, LLC | 6,047 | $1.47M | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,049 | $1.47M | 0.74% | +6,049 | New |
| Ashton Thomas Private Wealth, LLC | 6,048 | $1.47M | 0.05% | +2,134+54.5% | Added |
| Crawford Investment Counsel Inc | 6,081 | $1.48M | 0.03% | +350+6.1% | Added |
| Cornercap Investment Counsel Inc | 6,141 | $1.49M | 0.78% | +2,839+86.0% | Added |
| Securian Asset Management, Inc | 6,156 | $1.50M | 0.04% | −101−1.6% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $1.51M | 0.03% | −100−1.6% | Reduced |
| Thrivent Financial for Lutherans | 6,247 | $1.51M | 0.00% | +33+0.5% | Added |
| Henshaw Capital LLC | 6,257 | $1.52M | 0.06% | +23+0.4% | Added |
| Wetherby Asset Management Inc | 6,321 | $1.54M | 0.07% | +6,321 | New |
| Dynasty Wealth Management, LLC | 6,468 | $1.57M | 0.03% | −146−2.2% | Reduced |
| Hilton Capital Management, LLC | 6,594 | $1.60M | 0.13% | −863−11.6% | Reduced |
| Jump Financial, LLC | 6,627 | $1.61M | 0.02% | −27,938−80.8% | Reduced |
| New Millennium Group LLC | 6,643 | $1.61M | 0.89% | +6,592+12,925.5% | Added |
| Nicholson Wealth Management Group, LLC | 6,677 | $1.62M | 1.00% | +118+1.8% | Added |
| Kesler, Norman & Wride, LLC | 6,752 | $1.64M | 0.29% | −73−1.1% | Reduced |
| EP Wealth Advisors, LLC | 6,757 | $1.64M | 0.01% | +785+13.1% | Added |
| Callan Family Office, LLC | 6,791 | $1.65M | 0.05% | +1,288+23.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,823 | $1.66M | 0.04% | +6,823 | New |
| Dai-Ichi Life Insurance Company, Ltd | 6,841 | $1.66M | 0.05% | −1,889−21.6% | Reduced |
| Welch & Forbes LLC | 6,906 | $1.68M | 0.02% | −6−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 6,993 | $1.70M | 0.13% | +1,050+17.7% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.70M | 0.20% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 7,029 | $1.71M | 0.71% | −10.0% | Reduced |
| Hartford Investment Management Co | 7,106 | $1.73M | 0.05% | −18−0.3% | Reduced |
| Boyar Asset Management Inc. | 7,182 | $1.75M | 1.14% | +10.0% | Added |
| First National Trust Co | 7,200 | $1.75M | 0.07% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 7,276 | $1.77M | 0.04% | −87,449−92.3% | Reduced |
| Dean Capital Management | 7,353 | $1.79M | 0.73% | +394+5.7% | Added |
| Knollwood Investment Advisory, LLC | 7,385 | $1.79M | 0.17% | 00.0% | Unchanged |
| Whittier Trust Co | 7,411 | $1.80M | 0.02% | +277+3.9% | Added |
| Wellington Management Group LLP | 7,461 | $1.81M | 0.00% | +1,612+27.6% | Added |
| Norinchukin Bank, The | 7,462 | $1.81M | 0.03% | +1,019+15.8% | Added |
| Vontobel Holding Ltd. | 7,498 | $1.82M | 0.01% | −73−1.0% | Reduced |
| Kentucky Retirement Systems | 7,502 | $1.82M | 0.05% | −492−6.2% | Reduced |
| Two Sigma Investments, LP | 7,590 | $1.84M | 0.00% | +6,748+801.4% | Added |
| Horizon Kinetics Asset Management LLC | 7,761 | $1.89M | 0.02% | +1,162+17.6% | Added |
| CWM, LLC | 7,827 | $1.90M | 0.01% | +147+1.9% | Added |
| 1832 Asset Management L.P. | 7,854 | $1.91M | 0.00% | −8,580−52.2% | Reduced |
| Sentry LLC | 7,948 | $1.93M | 0.38% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,030 | $1.95M | 0.02% | −303−3.6% | Reduced |