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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 16,664 | $4.05M | 0.03% | +1,559+10.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,706 | $4.06M | 0.04% | +11,737+236.2% | Added |
| Middleton & Co Inc | 16,940 | $4.12M | 0.46% | −1,255−6.9% | Reduced |
| Candriam Luxembourg S.C.A. | 17,004 | $4.13M | 0.02% | +1,457+9.4% | Added |
| Bank of Nova Scotia | 17,092 | $4.15M | 0.01% | −18,427−51.9% | Reduced |
| State of Alaska, Department of Revenue | 17,196 | $4.18M | 0.04% | +3,465+25.2% | Added |
| Long Road Investment Counsel, LLC | 17,225 | $4.19M | 1.56% | −125−0.7% | Reduced |
| Security National Bank | 17,228 | $4.19M | 0.72% | −2,075−10.7% | Reduced |
| Independent Advisor Alliance | 17,393 | $4.23M | 0.12% | +703+4.2% | Added |
| Parsons Capital Management Inc | 17,488 | $4.25M | 0.26% | −668−3.7% | Reduced |
| New York Life Investment Management LLC | 17,597 | $4.28M | 0.04% | +280+1.6% | Added |
| Princeton Global Asset Management LLC | 17,707 | $4.30M | 0.78% | −423−2.3% | Reduced |
| Allen Capital Group, LLC | 17,725 | $4.31M | 0.45% | +1,539+9.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,830 | $4.33M | 0.04% | +712+4.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,059 | $4.39M | 0.01% | +18,059 | New |
| Bell Asset Management Ltd | 18,378 | $4.47M | 0.98% | −3,597−16.4% | Reduced |
| British Columbia Investment Management Corp | 18,416 | $4.48M | 0.03% | −3,937−17.6% | Reduced |
| Yousif Capital Management, LLC | 18,441 | $4.48M | 0.05% | −58−0.3% | Reduced |
| KBC Group NV | 18,600 | $4.52M | 0.01% | −1,649−8.1% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 18,778 | $4.56M | 2.07% | −10−0.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 18,870 | $4.60M | 0.22% | +165+0.9% | Added |
| Utah Retirement Systems | 19,251 | $4.68M | 0.05% | −140−0.7% | Reduced |
| Natixis | 19,313 | $4.69M | 0.02% | +11,889+160.1% | Added |
| Stratos Wealth Partners, LTD. | 19,407 | $4.72M | 0.06% | +528+2.8% | Added |
| Evexia Wealth LLC | 19,984 | $4.78M | 1.50% | +19,984 | New |
| Burney Co | 19,702 | $4.79M | 0.16% | −417−2.1% | Reduced |
| Kensington Investment Counsel, LLC | 19,802 | $4.81M | 2.06% | +603+3.1% | Added |
| Griffin Asset Management, Inc. | 19,908 | $4.84M | 0.57% | −77−0.4% | Reduced |
| USS Investment Management Ltd | 20,105 | $4.88M | 0.03% | +58+0.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,308 | $4.94M | 0.35% | −19,445−48.9% | Reduced |
| Occidental Asset Management, LLC | 20,652 | $5.02M | 0.69% | +199+1.0% | Added |
| Tredje AP-fonden | 20,678 | $5.03M | 0.04% | +2,266+12.3% | Added |
| Van Eck Associates Corp | 21,047 | $5.12M | 0.01% | −598−2.8% | Reduced |
| Pathstone Holdings, LLC | 21,822 | $5.31M | 0.02% | +875+4.2% | Added |
| Hamilton Point Investment Advisors, LLC | 22,707 | $5.54M | 0.91% | −570−2.4% | Reduced |
| Groupe la Francaise | 22,925 | $5.55M | 0.09% | +3,584+18.5% | Added |
| WSFS Capital Management, LLC | 22,858 | $5.56M | 0.30% | −77−0.3% | Reduced |
| Fifth Third Bancorp | 22,859 | $5.56M | 0.02% | −326−1.4% | Reduced |
| Intech Investment Management LLC | 22,916 | $5.57M | 0.05% | −10,255−30.9% | Reduced |
| GWM Advisors LLC | 23,021 | $5.59M | 0.03% | +3,185+16.1% | Added |
| Zevenbergen Capital Investments LLC | 23,045 | $5.60M | 0.11% | −5,765−20.0% | Reduced |
| Signal Advisors Wealth, LLC | 23,339 | $5.67M | 0.44% | +1,803+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 23,540 | $5.72M | 0.07% | −601−2.5% | Reduced |
| Level Four Advisory Services, LLC | 23,730 | $5.77M | 0.21% | +145+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,896 | $5.81M | 0.01% | +1,373+6.1% | Added |
| Core Alternative Capital | 24,079 | $5.85M | 1.60% | −2,577−9.7% | Reduced |
| ING Groep NV | 24,356 | $5.92M | 0.04% | −20,646−45.9% | Reduced |
| Daiwa Securities Group Inc. | 24,409 | $5.93M | 0.02% | +2,593+11.9% | Added |
| Assetmark, Inc | 24,776 | $6.02M | 0.01% | +13,668+123.0% | Added |
| New Age Alpha Advisors, LLC | 24,993 | $6.07M | 0.27% | −1,362−5.2% | Reduced |
| State of Tennessee, Treasury Department | 25,105 | $6.10M | 0.02% | +1,326+5.6% | Added |
| Retirement Systems of Alabama | 25,204 | $6.13M | 0.02% | +58+0.2% | Added |
| Cerity Partners LLC | 25,523 | $6.20M | 0.01% | +2,004+8.5% | Added |
| Diamond Hill Capital Management Inc | 25,727 | $6.25M | 0.03% | −5,129−16.6% | Reduced |
| Creative Planning | 25,807 | $6.27M | 0.01% | +551+2.2% | Added |
| DnB Asset Management AS | 26,311 | $6.39M | 0.03% | +433+1.7% | Added |
| Quantbot Technologies LP | 26,435 | $6.42M | 0.16% | +26,435 | New |
| Amalgamated Bank | 26,578 | $6.46M | 0.05% | +517+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 26,777 | $6.51M | 0.00% | +996+3.9% | Added |
| Axxcess Wealth Management, LLC | 26,786 | $6.51M | 0.16% | +511+1.9% | Added |
| M&T Bank Corp | 26,786 | $6.51M | 0.02% | −3,728−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 26,963 | $6.55M | 0.01% | −1,064−3.8% | Reduced |
| Erste Asset Management GmbH | 27,530 | $6.59M | 0.06% | +10,955+66.1% | Added |
| Brady Family Wealth, LLC | 27,240 | $6.62M | 2.05% | −473−1.7% | Reduced |
| Northstar Asset Management Inc | 27,288 | $6.63M | 1.83% | +8,227+43.2% | Added |
| Brown Advisory Inc | 27,983 | $6.80M | 0.01% | +679+2.5% | Added |
| Suncoast Equity Management | 28,116 | $6.83M | 0.70% | +745+2.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,482 | $6.90M | 0.01% | −451−1.6% | Reduced |
| Czech National Bank | 28,712 | $6.98M | 0.05% | +1,835+6.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,808 | $7.00M | 0.04% | +2,047+7.6% | Added |
| IFM Investors Pty Ltd | 29,322 | $7.13M | 0.07% | +1,484+5.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 29,495 | $7.17M | 0.03% | +5,516+23.0% | Added |
| Ethic Inc. | 30,098 | $7.21M | 0.13% | +1,730+6.1% | Added |
| Atria Investments LLC | 29,769 | $7.23M | 0.09% | −1,342−4.3% | Reduced |
| Numerai GP LLC | 29,820 | $7.25M | 1.04% | +29,820 | New |
| Shell Asset Management Co | 30,069 | $7.31M | 0.25% | +14,067+87.9% | Added |
| Federation des caisses Desjardins du Quebec | 30,077 | $7.32M | 0.03% | −2,220−6.9% | Reduced |
| Palmer Knight Co | 30,370 | $7.38M | 3.15% | −45−0.1% | Reduced |
| Xponance, Inc. | 30,725 | $7.47M | 0.06% | +4,087+15.3% | Added |
| Kestra Private Wealth Services, LLC | 30,789 | $7.48M | 0.11% | +992+3.3% | Added |
| Cetera Investment Advisers | 30,839 | $7.49M | 0.01% | −483−1.5% | Reduced |
| O'Brien Greene & Co. Inc | 31,018 | $7.54M | 2.47% | −1,038−3.2% | Reduced |
| Aureus Asset Management, LLC | 31,413 | $7.63M | 0.49% | −290−0.9% | Reduced |
| Los Angeles Capital Management LLC | 31,524 | $7.66M | 0.03% | +9,376+42.3% | Added |
| Man Group plc | 31,717 | $7.71M | 0.02% | −61,909−66.1% | Reduced |
| State of Michigan Retirement System | 31,960 | $7.77M | 0.04% | +200+0.6% | Added |
| AdvisorShares Investments LLC | 32,034 | $7.79M | 1.40% | +754+2.4% | Added |
| Allworth Financial LP | 32,497 | $7.90M | 0.04% | +31,079+2,191.7% | Added |
| Boston Trust Walden Corp | 32,819 | $7.98M | 0.06% | −393−1.2% | Reduced |
| MAI Capital Management | 33,629 | $8.17M | 0.06% | +499+1.5% | Added |
| Blair William & Co | 33,808 | $8.22M | 0.02% | −1,075−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 33,892 | $8.24M | 0.02% | +1,297+4.0% | Added |
| Northstar Group, Inc. | 34,008 | $8.26M | 1.28% | −186−0.5% | Reduced |
| Arizona State Retirement System | 34,203 | $8.31M | 0.05% | +400+1.2% | Added |
| MetLife Investment Management | 34,733 | $8.44M | 0.05% | −315−0.9% | Reduced |
| SG Americas Securities, LLC | 35,047 | $8.52M | 0.04% | +12,883+58.1% | Added |
| Empowered Funds, LLC | 35,633 | $8.66M | 0.10% | +31,676+800.5% | Added |
| American Money Management, LLC | 35,638 | $8.66M | 1.53% | +1,735+5.1% | Added |
| State of New Jersey Common Pension Fund D | 35,742 | $8.69M | 0.03% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 36,198 | $8.80M | 0.08% | +36,198 | New |