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 |
|---|---|---|---|---|---|
| Element Squared LLC | 8,053 | $1.96M | 1.22% | +8,053 | New |
| Mizuho Securities USA LLC | 8,120 | $1.97M | 0.04% | +8,120 | New |
| Metis Global Partners, LLC | 8,147 | $1.98M | 0.05% | −1,854−18.5% | Reduced |
| Naples Global Advisors, LLC | 8,251 | $2.01M | 0.17% | −89−1.1% | Reduced |
| First Citizens Bank & Trust Co | 8,354 | $2.03M | 0.04% | −335−3.9% | Reduced |
| Adviser Investments LLC | 8,354 | $2.03M | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 8,406 | $2.04M | 0.29% | +790+10.4% | Added |
| Park Place Capital Corp | 8,538 | $2.09M | 0.48% | −291−3.3% | Reduced |
| Leavell Investment Management, Inc. | 8,632 | $2.11M | 0.09% | −229−2.6% | Reduced |
| NEOS Investment Management LLC | 8,668 | $2.11M | 0.03% | +1,783+25.9% | Added |
| Machina Capital S.A.S. | 8,687 | $2.11M | 0.44% | +1,196+16.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,854 | $2.15M | 0.01% | −1,598−15.3% | Reduced |
| Logan Capital Management Inc | 8,866 | $2.15M | 0.10% | −3,282−27.0% | Reduced |
| Simplicity Wealth,LLC | 8,890 | $2.16M | 0.09% | +2,487+38.8% | Added |
| Railway Pension Investments Ltd | 8,900 | $2.16M | 0.03% | +2,500+39.1% | Added |
| Avanza Fonder AB | 8,940 | $2.17M | 0.06% | +268+3.1% | Added |
| Public Sector Pension Investment Board | 8,994 | $2.19M | 0.01% | −6,978−43.7% | Reduced |
| Park Avenue Securities LLC | 9,153 | $2.22M | 0.02% | +9,153 | New |
| Teachers Retirement System of the State of Kentucky | 9,172 | $2.23M | 0.02% | +180+2.0% | Added |
| Fiduciary Trust Co | 9,263 | $2.25M | 0.03% | −1,022−9.9% | Reduced |
| Waterloo Capital, L.P. | 9,457 | $2.30M | 0.19% | +541+6.1% | Added |
| Illinois Municipal Retirement Fund | 9,519 | $2.31M | 0.03% | +1,758+22.7% | Added |
| Lantz Financial LLC | 9,520 | $2.31M | 0.58% | −138−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,530 | $2.32M | 0.03% | +1,576+19.8% | Added |
| Janney Montgomery Scott LLC | 9,683 | $2.35M | 0.01% | −2,973−23.5% | Reduced |
| Greenleaf Trust | 9,832 | $2.39M | 0.02% | −171−1.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 10,024 | $2.44M | 0.39% | −203−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 10,135 | $2.46M | 0.04% | +100+1.0% | Added |
| Wimmer Associates 1, LLC | 10,135 | $2.46M | 1.26% | +9+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,181 | $2.47M | 0.06% | +469+4.8% | Added |
| Hantz Financial Services, Inc. | 10,366 | $2.52M | 0.04% | −3,613−25.8% | Reduced |
| Wealthfront Advisers LLC | 10,513 | $2.55M | 0.01% | +660+6.7% | Added |
| Ieq Capital, LLC | 10,531 | $2.56M | 0.02% | +376+3.7% | Added |
| Siemens Fonds Invest GmbH | 10,533 | $2.56M | 0.15% | +294+2.9% | Added |
| Rafferty Asset Management, LLC | 10,607 | $2.58M | 0.01% | +1,867+21.4% | Added |
| Avantax Advisory Services, Inc. | 10,620 | $2.58M | 0.01% | −1,007−8.7% | Reduced |
| American Trust | 10,767 | $2.62M | 0.25% | +128+1.2% | Added |
| Cynosure Management, LLC | 10,853 | $2.64M | 0.30% | +9,375+634.3% | Added |
| Coldstream Capital Management Inc | 10,941 | $2.66M | 0.04% | −702−6.0% | Reduced |
| Transcend Wealth Collective, LLC | 11,168 | $2.71M | 0.21% | −1,663−13.0% | Reduced |
| Westpac Banking Corp | 11,175 | $2.72M | 0.18% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,329 | $2.75M | 0.01% | −2,170−16.1% | Reduced |
| Kestra Advisory Services, LLC | 11,379 | $2.77M | 0.01% | +1,582+16.1% | Added |
| Merit Financial Group, LLC | 11,434 | $2.78M | 0.03% | +1,804+18.7% | Added |
| Toroso Investments, LLC | 11,445 | $2.78M | 0.02% | +916+8.7% | Added |
| TownSquare Capital, LLC | 11,544 | $2.81M | 0.27% | −20,179−63.6% | Reduced |
| Voleon Capital Management LP | 11,555 | $2.81M | 0.15% | +312+2.8% | Added |
| Engineers Gate Manager LP | 11,559 | $2.81M | 0.03% | +9,472+453.9% | Added |
| Kinneret Advisory, LLC | 11,536 | $2.81M | 0.26% | −17−0.1% | Reduced |
| Roundview Capital LLC | 11,667 | $2.84M | 0.19% | +119+1.0% | Added |
| Dark Forest Capital Management LP | 11,883 | $2.89M | 0.12% | +9,458+390.0% | Added |
| Horizon Investments, LLC | 11,895 | $2.89M | 0.05% | +10,215+608.0% | Added |
| Concurrent Investment Advisors, LLC | 11,901 | $2.89M | 0.06% | +231+2.0% | Added |
| Trexquant Investment LP | 11,966 | $2.91M | 0.03% | +11,966 | New |
| Oppenheimer Asset Management Inc. | 12,073 | $2.93M | 0.03% | −222−1.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 12,076 | $2.93M | 1.79% | +148+1.2% | Added |
| Pinnacle Associates Ltd | 12,123 | $2.95M | 0.04% | −396−3.2% | Reduced |
| Generali Asset Management SPA SGR | 12,129 | $2.95M | 0.07% | +4,608+61.3% | Added |
| UniSuper Management Pty Ltd | 12,137 | $2.95M | 0.02% | −200−1.6% | Reduced |
| Capital Group Private Client Services, Inc. | 12,254 | $2.98M | 0.03% | −1,345−9.9% | Reduced |
| Zions Bancorporation, National Association | 12,363 | $3.00M | 0.16% | −466−3.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,623 | $3.07M | 0.02% | +5,802+85.1% | Added |
| Appleton Partners Inc | 12,645 | $3.07M | 0.22% | −693−5.2% | Reduced |
| Woodline Partners LP | 12,706 | $3.09M | 0.02% | +2,820+28.5% | Added |
| OP Asset Management Ltd | 12,757 | $3.10M | 0.05% | +578+4.7% | Added |
| Strengthening Families & Communities, LLC | 12,846 | $3.12M | 1.74% | −307−2.3% | Reduced |
| Brinker Capital Investments, LLC | 12,899 | $3.13M | 0.03% | −2,311−15.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $3.14M | 1.77% | 00.0% | Unchanged |
| Agf Management Ltd | 12,982 | $3.16M | 0.01% | +1,401+12.1% | Added |
| Regions Financial Corp | 13,008 | $3.16M | 0.02% | +3,098+31.3% | Added |
| Susquehanna International Group, LLP | 13,079 | $3.18M | 0.00% | +3,311+33.9% | Added |
| HBK Sorce Advisory LLC | 13,300 | $3.23M | 0.09% | +328+2.5% | Added |
| Flputnam Investment Management Co | 13,448 | $3.27M | 0.06% | +73+0.5% | Added |
| Mutual of America Capital Management LLC | 13,473 | $3.27M | 0.04% | −137−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 13,487 | $3.28M | 0.00% | −7,671−36.3% | Reduced |
| Dean Investment Associates, LLC | 13,500 | $3.28M | 0.48% | +652+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,910 | $3.38M | 0.01% | +916+7.0% | Added |
| Sanctuary Advisors, LLC | 13,952 | $3.39M | 0.02% | −1,805−11.5% | Reduced |
| Guardian Wealth Advisors, LLC | 13,997 | $3.40M | 0.24% | +898+6.9% | Added |
| Modern Wealth Management, LLC | 14,120 | $3.43M | 0.08% | +146+1.0% | Added |
| Second Line Capital, LLC | 14,284 | $3.48M | 0.81% | +593+4.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,423 | $3.51M | 0.03% | +305+2.2% | Added |
| CIBC World Markets Corp | 14,762 | $3.59M | 0.02% | +653+4.6% | Added |
| Advisory Services Network, LLC | 14,519 | $3.59M | 0.06% | +1,859+14.7% | Added |
| Nissay Asset Management Corp | 14,961 | $3.64M | 0.02% | +683+4.8% | Added |
| JustInvest LLC | 15,062 | $3.66M | 0.04% | +1,019+7.3% | Added |
| Pacer Advisors, Inc. | 15,108 | $3.67M | 0.01% | +3,578+31.0% | Added |
| Elo Mutual Pension Insurance Co | 15,199 | $3.69M | 0.08% | +23+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,523 | $3.77M | 0.49% | +1,952+14.4% | Added |
| Intrust Bank NA | 15,622 | $3.80M | 0.34% | −907−5.5% | Reduced |
| Lido Advisors, LLC | 15,610 | $3.80M | 0.02% | +2,630+20.3% | Added |
| Bryn Mawr Trust Co | 15,652 | $3.80M | 0.07% | −180−1.1% | Reduced |
| CHB Investment Group, LLC | 15,672 | $3.81M | 1.94% | +15,672 | New |
| Mirae Asset Global Investments Co., Ltd. | 15,994 | $3.89M | 0.01% | +1,161+7.8% | Added |
| BDF-Gestion | 16,015 | $3.89M | 0.44% | −1,746−9.8% | Reduced |
| Investment Management Corp of Ontario | 16,058 | $3.90M | 0.06% | −500−3.0% | Reduced |
| Nordwand Advisors, LLC | 16,270 | $3.95M | 0.63% | +16,270 | New |
| Advisor Group Holdings, Inc. | 16,350 | $3.98M | 0.01% | −2,105−11.4% | Reduced |
| Oak Thistle LLC | 16,477 | $4.00M | 0.59% | +11,393+224.1% | Added |
| First National Advisers, LLC | 16,571 | $4.03M | 0.59% | +553+3.5% | Added |