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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 594 | $142.3K | 0.01% | −153−20.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 552 | $134.6K | 0.00% | +1+0.2% | Added |
| Atlantic Trust, LLC | 550 | $133.7K | 0.03% | +204+59.0% | Added |
| Fulcrum Asset Management LLP | 506 | $123.0K | 0.04% | +506 | New |
| Broadwater Capital Management LLC | 121,515 | $121.5K | 0.09% | +121,015+24,203.0% | Added |
| West Oak Capital, LLC | 500 | $121.5K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 491 | $119.3K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 489 | $118.8K | 0.00% | +45+10.1% | Added |
| DHJJ Financial Advisors, Ltd. | 478 | $116.2K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 473 | $115.0K | 0.04% | +5+1.1% | Added |
| GeoWealth Management, LLC | 450 | $109.4K | 0.00% | +198+78.6% | Added |
| Trust Co of Toledo NA | 450 | $109.4K | 0.01% | +450 | New |
| AdvisorNet Financial, Inc | 423 | $102.8K | 0.01% | −1−0.2% | Reduced |
| Capital Advisors, Ltd. LLC | 421 | $102.0K | 0.01% | +29+7.4% | Added |
| Armstrong Advisory Group, Inc | 414 | $100.6K | 0.01% | −157−27.5% | Reduced |
| St Germain D J Co Inc | 403 | $97.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $97.0K | 0.06% | −66−14.2% | Reduced |
| Financial Network Wealth Advisors LLC | 394 | $95.8K | 0.12% | +9+2.3% | Added |
| First Command Advisory Services, Inc. | 390 | $94.8K | 0.00% | −4−1.0% | Reduced |
| Bangor Savings Bank | 364 | $88.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 425 | $88.0K | 0.00% | +109+34.5% | Added |
| Plante Moran Financial Advisors, LLC | 361 | $87.9K | 0.01% | −1,940−84.3% | Reduced |
| Cromwell Holdings LLC | 360 | $87.8K | 0.05% | +9+2.6% | Added |
| Pinnacle Bancorp, Inc. | 354 | $86.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 350 | $85.1K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 345 | $83.8K | 0.00% | +345 | New |
| First PREMIER Bank | 330 | $80.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 339 | $80.0K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 321 | $78.0K | 0.00% | −1−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 319 | $77.5K | 0.02% | −209−39.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 311 | $75.6K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 310 | $75.3K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 309 | $75.0K | 0.05% | +309 | New |
| Montag A & Associates Inc | 300 | $73.2K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 300 | $72.9K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 300 | $72.9K | 0.00% | +300 | New |
| Roble, Belko & Company, Inc | 295 | $72.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $71.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 273 | $66.3K | 0.01% | −155−36.2% | Reduced |
| Trust Co of Vermont | 255 | $62.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 248 | $60.3K | 0.03% | −9−3.5% | Reduced |
| Asset Dedication, LLC | 229 | $55.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $55.7K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 229 | $55.7K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 229 | $55.7K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $54.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 225 | $54.9K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 224 | $54.4K | 0.03% | −55−19.7% | Reduced |
| Bruce G. Allen Investments, LLC | 216 | $52.5K | 0.04% | −2−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 215 | $52.3K | 0.01% | +51+31.1% | Added |
| Piscataqua Savings Bank | 215 | $52.3K | 0.04% | −20−8.5% | Reduced |
| Truvestments Capital LLC | 214 | $51.9K | 0.01% | +1+0.5% | Added |
| Curio Wealth, LLC | 200 | $48.6K | 0.02% | +199+19,900.0% | Added |
| Osterweis Capital Management Inc | 199 | $48.4K | 0.00% | +199 | New |
| Anfield Capital Management, LLC | 196 | $47.6K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 192 | $46.6K | 0.02% | +1+0.5% | Added |
| Global X Japan Co., Ltd. | 183 | $44.5K | 0.00% | −37−16.8% | Reduced |
| True Wealth Design, LLC | 182 | $44.2K | 0.02% | +3+1.7% | Added |
| Rothschild Investment LLC | 179 | $43.5K | 0.00% | −4−2.2% | Reduced |
| Cape Investment Advisory, Inc. | 176 | $42.8K | 0.02% | +6+3.5% | Added |
| Hazlett, Burt & Watson, Inc. | 175 | $42.0K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 170 | $41.5K | 0.03% | +170 | New |
| Smithfield Trust Co | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 166 | $40.3K | 0.00% | +166 | New |
| Manchester Capital Management LLC | 163 | $39.6K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 163 | $39.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 161 | $39.1K | 0.01% | +161 | New |
| Ogorek Anthony Joseph | 156 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 155 | $37.7K | 0.01% | −1−0.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $37.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 148 | $36.0K | 0.01% | +55+59.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 146 | $36.0K | 0.00% | +3+2.1% | Added |
| JFS Wealth Advisors, LLC | 143 | $34.8K | 0.00% | −13−8.3% | Reduced |
| Hemington Wealth Management | 140 | $34.0K | 0.00% | +12+9.4% | Added |
| Evergreen Private Wealth LLC | 137 | $33.3K | 0.01% | −37−21.3% | Reduced |
| CoreCap Advisors, LLC | 134 | $32.6K | 0.00% | +1+0.8% | Added |
| CVA Family Office, LLC | 126 | $30.6K | 0.00% | −19−13.1% | Reduced |
| Minot DeBlois Advisors LLC | 125 | $30.4K | 0.03% | −25−16.7% | Reduced |
| Gen-Wealth Partners Inc | 125 | $30.4K | 0.01% | −12−8.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 124 | $30.1K | 0.02% | +57+85.1% | Added |
| Bogart Wealth, LLC | 123 | $29.9K | 0.00% | +2+1.7% | Added |
| Bank of Jackson Hole Trust | 122 | $29.6K | 0.02% | +64+110.3% | Added |
| Valued Wealth Advisors LLC | 117 | $28.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $28.1K | 0.01% | +90+360.0% | Added |
| Quest 10 Wealth Builders, Inc. | 115 | $27.9K | 0.03% | +95+475.0% | Added |
| Mascoma Wealth Management LLC | 111 | $27.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $26.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 108 | $26.2K | 0.00% | +51+89.5% | Added |
| Salomon & Ludwin, LLC | 107 | $25.5K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $24.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $24.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $24.3K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 99 | $24.1K | 0.02% | 00.0% | Unchanged |
| City State Bank | 96 | $23.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 93 | $22.6K | 0.02% | −6−6.1% | Reduced |
| Caldwell Trust Co | 93 | $22.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $21.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 83 | $20.2K | 0.01% | +83 | New |
| Ameritas Advisory Services, LLC | 82 | $19.9K | 0.00% | +82 | New |