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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.

Institutional holdersQ2 2025: 1,098 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2025: $25.5B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dearborn Partners LLC103,671$25.2M1.19%+951+0.9%Added
Teacher Retirement System of Texas103,390$25.1M0.11%−27,615−21.1%Reduced
Wendell David Associates Inc100,929$24.5M2.47%−1,485−1.4%Reduced
FMR LLC99,918$24.3M0.00%+6,839+7.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.99,014$24.1M0.06%−4,316−4.2%Reduced
Geneva Capital Management LLC97,511$23.7M0.40%+3,236+3.4%Added
New York State Teachers Retirement System90,148$21.9M0.05%+2,438+2.8%Added
National Bank of Canada88,429$21.5M0.02%−11,861−11.8%Reduced
Motley Fool Wealth Management, LLC88,108$21.4M1.29%−10,178−10.4%Reduced
Aviva PLC87,437$21.2M0.04%−45,826−34.4%Reduced
Bank of Montreal86,738$21.1M0.01%−33,322−27.8%Reduced
Truist Financial Corp86,650$21.1M0.03%−5,428−5.9%Reduced
Walter Public Investments Inc.86,140$20.9M3.55%−893−1.0%Reduced
Andra AP-fonden85,400$20.8M0.29%+11,400+15.4%Added
Caisse de Depot Et Placement du Quebec85,056$20.7M0.04%+85,056New
Storebrand Asset Management AS84,658$20.6M0.06%−1,467−1.7%Reduced
New York State Common Retirement Fund82,543$20.1M0.03%+1,357+1.7%Added
Congress Asset Management Co81,872$19.9M0.14%−1,096−1.3%Reduced
Congress Wealth Management LLC81,531$19.8M0.19%−939−1.1%Reduced
Nicholas Company, Inc.81,524$19.8M0.33%−300.0%Reduced
Waratah Capital Advisors Ltd.79,692$19.4M1.32%+23,041+40.7%Added
Mitsubishi UFJ Trust & Banking Corp76,604$18.6M0.04%+3,979+5.5%Added
Forsta Ap-Fonden73,500$17.9M0.12%+19,100+35.1%Added
Federated Hermes, Inc.73,377$17.8M0.03%+29,980+69.1%Added
Pinebridge Investments, L.P.71,857$17.5M0.14%+3,331+4.9%Added
Kelly Lawrence W & Associates Inc70,747$17.2M4.51%−3,250−4.4%Reduced
Running Oak Capital LLC69,886$17.0M1.89%+2,031+3.0%Added
Pictet Asset Management Holding SA69,861$17.0M0.02%+416+0.6%Added
State of Wisconsin Investment Board69,443$16.9M0.04%+3,137+4.7%Added
Kovitz Investment Group Partners, LLC69,053$16.8M0.07%+42,789+162.9%Added
Crossmark Global Holdings, Inc.67,711$16.5M0.27%+8,299+14.0%Added
Voya Investment Management LLC67,176$16.3M0.02%+1,150+1.7%Added
Manufacturers Life Insurance Company, The66,384$16.1M0.01%−1,862−2.7%Reduced
Prudential Financial Inc66,379$16.1M0.02%+5,641+9.3%Added
CIBC Asset Management Inc64,628$15.7M0.05%+8,674+15.5%Added
Public Employees Retirement System of Ohio63,780$15.5M0.05%−3,242−4.8%Reduced
First National Bank of Omaha62,265$15.1M0.98%−620−1.0%Reduced
Chevy Chase Trust Holdings, Inc.62,043$15.1M0.04%+672+1.1%Added
Douglas Lane & Associates, LLC60,735$14.8M0.21%−1,740−2.8%Reduced
Allianz Asset Management GmbH59,863$14.5M0.02%+26,083+77.2%Added
McRae Capital Management Inc58,629$14.2M2.92%−1,300−2.2%Reduced
Advisors Asset Management, Inc.58,539$14.2M0.25%−2,011−3.3%Reduced
Washington Trust Co58,067$14.1M0.50%−309−0.5%Reduced
Danske Bank A/S58,067$14.1M0.04%+702+1.2%Added
FineMark National Bank & Trust57,450$14.0M0.48%−76−0.1%Reduced
Susquehanna Fundamental Investments, LLC57,248$13.9M0.37%−31,451−35.5%Reduced
Worldquant Millennium Advisors LLC55,527$13.5M0.07%−73,460−57.0%Reduced
DekaBank Deutsche Girozentrale55,970$13.4M0.02%+476+0.9%Added
Asset Management One Co.,Ltd.55,026$13.4M0.04%+1,498+2.8%Added
Commerce Bank54,536$13.3M0.08%+727+1.4%Added
Treasurer of the State of North Carolina54,439$13.2M0.04%+849+1.6%Added
GHP Investment Advisors, Inc.54,090$13.1M0.58%+2,997+5.9%Added
Robeco Institutional Asset Management B.V.53,433$13.0M0.02%−6,338−10.6%Reduced
SEI Investments Co52,936$12.9M0.01%+11,028+26.3%Added
TrimTabs Asset Management, LLC52,935$12.9M1.80%+52,935New
Adage Capital Partners GP, L.L.C.52,600$12.8M0.02%−69,300−56.8%Reduced
Addenda Capital Inc.52,210$12.7M0.46%+1,002+2.0%Added
Gotham Asset Management, LLC51,954$12.6M0.08%+16,180+45.2%Added
Alley Investment Management Company, LLC51,352$12.5M1.51%−381−0.7%Reduced
Swiss Life Asset Management Ltd50,805$12.3M0.07%−1,026−2.0%Reduced
The PNC Financial Services Group, Inc.50,781$12.3M0.01%−523−1.0%Reduced
Quantinno Capital Management LP50,664$12.3M0.05%+1,237+2.5%Added
US Bancorp50,571$12.3M0.02%−1,924−3.7%Reduced
HighTower Advisors, LLC49,797$12.1M0.02%−69,787−58.4%Reduced
Citadel Advisors LLC49,793$12.1M0.01%−274,263−84.6%Reduced
Schroder Investment Management Group48,944$11.9M0.01%+11,790+31.7%Added
Sienna Gestion52,784$11.7M0.81%+4,746+9.9%Added
Toronto Dominion Bank47,637$11.6M0.02%−9,051−16.0%Reduced
Handelsbanken Fonder AB47,113$11.4M0.04%+10,133+27.4%Added
Southernsun Asset Management, LLC46,768$11.4M1.60%−676−1.4%Reduced
Ensign Peak Advisors, Inc46,741$11.4M0.02%+1,020+2.2%Added
Mn Services Vermogensbeheer B.V.44,730$10.9M0.08%+2,200+5.2%Added
La Banque Postale Asset Management SA44,594$10.8M0.15%+44,594New
Integrated Wealth Concepts LLC43,789$10.6M0.11%+13,416+44.2%Added
Nisa Investment Advisors, LLC43,211$10.5M0.05%+362+0.8%Added
ProShare Advisors LLC43,351$10.5M0.02%−3,135−6.7%Reduced
Comerica Bank43,338$10.5M0.04%−525−1.2%Reduced
Mattern Capital Management, LLC42,259$10.3M1.23%+106+0.3%Added
Swedbank AB42,074$10.2M0.01%+42,074New
KLP Kapitalforvaltning AS41,400$10.1M0.04%+900+2.2%Added
MML Investors Services, LLC41,287$10.0M0.03%−4,484−9.8%Reduced
Santa Monica Partners LP40,793$9.91M5.78%00.0%Unchanged
STRS Ohio40,785$9.91M0.04%−4,715−10.4%Reduced
Resona Asset Management Co.,Ltd.40,849$9.90M0.05%+1,913+4.9%Added
Apollon Wealth Management, LLC40,638$9.88M0.20%+5,848+16.8%Added
O'Shaughnessy Asset Management, LLC40,156$9.76M0.07%+10,661+36.1%Added
Prudential PLC39,090$9.50M0.06%−9,412−19.4%Reduced
Nomura Asset Management Co Ltd39,004$9.48M0.03%+2,393+6.5%Added
McCollum Christoferson Group LLC38,919$9.46M2.81%−110.0%Reduced
Vision Capital Management, Inc.38,630$9.39M1.23%+986+2.6%Added
Motley Fool Asset Management LLC38,599$9.38M0.43%−833−2.1%Reduced
Marks Group Wealth Management, Inc38,506$9.36M0.87%−970−2.5%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund38,142$9.27M0.09%+9,200+31.8%Added
Lyell Wealth Management, LP38,127$9.27M0.73%+2,126+5.9%Added
Crown Oak Advisors, LLC38,092$9.26M4.38%+244+0.6%Added
Lansforsakringar Fondforvaltning AB (publ)37,362$9.08M0.05%−464−1.2%Reduced
Mariner, LLC37,329$9.07M0.01%+851+2.3%Added
Boston Private Wealth LLC36,360$8.84M0.47%−18,002−33.1%Reduced
Kempen Capital Management N.V.36,198$8.80M0.08%+36,198New
State of New Jersey Common Pension Fund D35,742$8.69M0.03%00.0%Unchanged