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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 16,350 | $3.98M | 0.01% | −2,105−11.4% | Reduced |
| Nordwand Advisors, LLC | 16,270 | $3.95M | 0.63% | +16,270 | New |
| Investment Management Corp of Ontario | 16,058 | $3.90M | 0.06% | −500−3.0% | Reduced |
| BDF-Gestion | 16,015 | $3.89M | 0.44% | −1,746−9.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,994 | $3.89M | 0.01% | +1,161+7.8% | Added |
| CHB Investment Group, LLC | 15,672 | $3.81M | 1.94% | +15,672 | New |
| Bryn Mawr Trust Co | 15,652 | $3.80M | 0.07% | −180−1.1% | Reduced |
| Lido Advisors, LLC | 15,610 | $3.80M | 0.02% | +2,630+20.3% | Added |
| Intrust Bank NA | 15,622 | $3.80M | 0.34% | −907−5.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,523 | $3.77M | 0.49% | +1,952+14.4% | Added |
| Elo Mutual Pension Insurance Co | 15,199 | $3.69M | 0.08% | +23+0.2% | Added |
| Pacer Advisors, Inc. | 15,108 | $3.67M | 0.01% | +3,578+31.0% | Added |
| JustInvest LLC | 15,062 | $3.66M | 0.04% | +1,019+7.3% | Added |
| Nissay Asset Management Corp | 14,961 | $3.64M | 0.02% | +683+4.8% | Added |
| Advisory Services Network, LLC | 14,519 | $3.59M | 0.06% | +1,859+14.7% | Added |
| CIBC World Markets Corp | 14,762 | $3.59M | 0.02% | +653+4.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,423 | $3.51M | 0.03% | +305+2.2% | Added |
| Second Line Capital, LLC | 14,284 | $3.48M | 0.81% | +593+4.3% | Added |
| Modern Wealth Management, LLC | 14,120 | $3.43M | 0.08% | +146+1.0% | Added |
| Guardian Wealth Advisors, LLC | 13,997 | $3.40M | 0.24% | +898+6.9% | Added |
| Sanctuary Advisors, LLC | 13,952 | $3.39M | 0.02% | −1,805−11.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,910 | $3.38M | 0.01% | +916+7.0% | Added |
| Dean Investment Associates, LLC | 13,500 | $3.28M | 0.48% | +652+5.1% | Added |
| D. E. Shaw & Co., Inc. | 13,487 | $3.28M | 0.00% | −7,671−36.3% | Reduced |
| Mutual of America Capital Management LLC | 13,473 | $3.27M | 0.04% | −137−1.0% | Reduced |
| Flputnam Investment Management Co | 13,448 | $3.27M | 0.06% | +73+0.5% | Added |
| HBK Sorce Advisory LLC | 13,300 | $3.23M | 0.09% | +328+2.5% | Added |
| Susquehanna International Group, LLP | 13,079 | $3.18M | 0.00% | +3,311+33.9% | Added |
| Regions Financial Corp | 13,008 | $3.16M | 0.02% | +3,098+31.3% | Added |
| Agf Management Ltd | 12,982 | $3.16M | 0.01% | +1,401+12.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $3.14M | 1.77% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,899 | $3.13M | 0.03% | −2,311−15.2% | Reduced |
| Strengthening Families & Communities, LLC | 12,846 | $3.12M | 1.74% | −307−2.3% | Reduced |
| OP Asset Management Ltd | 12,757 | $3.10M | 0.05% | +578+4.7% | Added |
| Woodline Partners LP | 12,706 | $3.09M | 0.02% | +2,820+28.5% | Added |
| Appleton Partners Inc | 12,645 | $3.07M | 0.22% | −693−5.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,623 | $3.07M | 0.02% | +5,802+85.1% | Added |
| Zions Bancorporation, National Association | 12,363 | $3.00M | 0.16% | −466−3.6% | Reduced |
| Capital Group Private Client Services, Inc. | 12,254 | $2.98M | 0.03% | −1,345−9.9% | Reduced |
| UniSuper Management Pty Ltd | 12,137 | $2.95M | 0.02% | −200−1.6% | Reduced |
| Generali Asset Management SPA SGR | 12,129 | $2.95M | 0.07% | +4,608+61.3% | Added |
| Pinnacle Associates Ltd | 12,123 | $2.95M | 0.04% | −396−3.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 12,076 | $2.93M | 1.79% | +148+1.2% | Added |
| Oppenheimer Asset Management Inc. | 12,073 | $2.93M | 0.03% | −222−1.8% | Reduced |
| Trexquant Investment LP | 11,966 | $2.91M | 0.03% | +11,966 | New |
| Concurrent Investment Advisors, LLC | 11,901 | $2.89M | 0.06% | +231+2.0% | Added |
| Horizon Investments, LLC | 11,895 | $2.89M | 0.05% | +10,215+608.0% | Added |
| Dark Forest Capital Management LP | 11,883 | $2.89M | 0.12% | +9,458+390.0% | Added |
| Roundview Capital LLC | 11,667 | $2.84M | 0.19% | +119+1.0% | Added |
| Kinneret Advisory, LLC | 11,536 | $2.81M | 0.26% | −17−0.1% | Reduced |
| Engineers Gate Manager LP | 11,559 | $2.81M | 0.03% | +9,472+453.9% | Added |
| Voleon Capital Management LP | 11,555 | $2.81M | 0.15% | +312+2.8% | Added |
| TownSquare Capital, LLC | 11,544 | $2.81M | 0.27% | −20,179−63.6% | Reduced |
| Toroso Investments, LLC | 11,445 | $2.78M | 0.02% | +916+8.7% | Added |
| Merit Financial Group, LLC | 11,434 | $2.78M | 0.03% | +1,804+18.7% | Added |
| Kestra Advisory Services, LLC | 11,379 | $2.77M | 0.01% | +1,582+16.1% | Added |
| Mercer Global Advisors Inc | 11,329 | $2.75M | 0.01% | −2,170−16.1% | Reduced |
| Westpac Banking Corp | 11,175 | $2.72M | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,168 | $2.71M | 0.21% | −1,663−13.0% | Reduced |
| Coldstream Capital Management Inc | 10,941 | $2.66M | 0.04% | −702−6.0% | Reduced |
| Cynosure Management, LLC | 10,853 | $2.64M | 0.30% | +9,375+634.3% | Added |
| American Trust | 10,767 | $2.62M | 0.25% | +128+1.2% | Added |
| Avantax Advisory Services, Inc. | 10,620 | $2.58M | 0.01% | −1,007−8.7% | Reduced |
| Rafferty Asset Management, LLC | 10,607 | $2.58M | 0.01% | +1,867+21.4% | Added |
| Siemens Fonds Invest GmbH | 10,533 | $2.56M | 0.15% | +294+2.9% | Added |
| Ieq Capital, LLC | 10,531 | $2.56M | 0.02% | +376+3.7% | Added |
| Wealthfront Advisers LLC | 10,513 | $2.55M | 0.01% | +660+6.7% | Added |
| Hantz Financial Services, Inc. | 10,366 | $2.52M | 0.04% | −3,613−25.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,181 | $2.47M | 0.06% | +469+4.8% | Added |
| 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 |
| Mraz, Amerine & Associates, Inc. | 10,024 | $2.44M | 0.39% | −203−2.0% | Reduced |
| Greenleaf Trust | 9,832 | $2.39M | 0.02% | −171−1.7% | Reduced |
| Janney Montgomery Scott LLC | 9,683 | $2.35M | 0.01% | −2,973−23.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,530 | $2.32M | 0.03% | +1,576+19.8% | Added |
| Lantz Financial LLC | 9,520 | $2.31M | 0.58% | −138−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,519 | $2.31M | 0.03% | +1,758+22.7% | Added |
| Waterloo Capital, L.P. | 9,457 | $2.30M | 0.19% | +541+6.1% | Added |
| Fiduciary Trust Co | 9,263 | $2.25M | 0.03% | −1,022−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,172 | $2.23M | 0.02% | +180+2.0% | Added |
| Park Avenue Securities LLC | 9,153 | $2.22M | 0.02% | +9,153 | New |
| Public Sector Pension Investment Board | 8,994 | $2.19M | 0.01% | −6,978−43.7% | Reduced |
| Avanza Fonder AB | 8,940 | $2.17M | 0.06% | +268+3.1% | Added |
| Railway Pension Investments Ltd | 8,900 | $2.16M | 0.03% | +2,500+39.1% | Added |
| Simplicity Wealth,LLC | 8,890 | $2.16M | 0.09% | +2,487+38.8% | Added |
| Logan Capital Management Inc | 8,866 | $2.15M | 0.10% | −3,282−27.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,854 | $2.15M | 0.01% | −1,598−15.3% | Reduced |
| Machina Capital S.A.S. | 8,687 | $2.11M | 0.44% | +1,196+16.0% | Added |
| NEOS Investment Management LLC | 8,668 | $2.11M | 0.03% | +1,783+25.9% | Added |
| Leavell Investment Management, Inc. | 8,632 | $2.11M | 0.09% | −229−2.6% | Reduced |
| Park Place Capital Corp | 8,538 | $2.09M | 0.48% | −291−3.3% | Reduced |
| Lee Financial Co | 8,406 | $2.04M | 0.29% | +790+10.4% | Added |
| Adviser Investments LLC | 8,354 | $2.03M | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 8,354 | $2.03M | 0.04% | −335−3.9% | Reduced |
| Naples Global Advisors, LLC | 8,251 | $2.01M | 0.17% | −89−1.1% | Reduced |
| Metis Global Partners, LLC | 8,147 | $1.98M | 0.05% | −1,854−18.5% | Reduced |
| Mizuho Securities USA LLC | 8,120 | $1.97M | 0.04% | +8,120 | New |
| Element Squared LLC | 8,053 | $1.96M | 1.22% | +8,053 | New |
| QRG Capital Management, Inc. | 8,030 | $1.95M | 0.02% | −303−3.6% | Reduced |
| Sentry LLC | 7,948 | $1.93M | 0.38% | 00.0% | Unchanged |