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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 7,854 | $1.91M | 0.00% | −8,580−52.2% | Reduced |
| CWM, LLC | 7,827 | $1.90M | 0.01% | +147+1.9% | Added |
| Horizon Kinetics Asset Management LLC | 7,761 | $1.89M | 0.02% | +1,162+17.6% | Added |
| Two Sigma Investments, LP | 7,590 | $1.84M | 0.00% | +6,748+801.4% | Added |
| Kentucky Retirement Systems | 7,502 | $1.82M | 0.05% | −492−6.2% | Reduced |
| Vontobel Holding Ltd. | 7,498 | $1.82M | 0.01% | −73−1.0% | Reduced |
| Norinchukin Bank, The | 7,462 | $1.81M | 0.03% | +1,019+15.8% | Added |
| Wellington Management Group LLP | 7,461 | $1.81M | 0.00% | +1,612+27.6% | Added |
| Whittier Trust Co | 7,411 | $1.80M | 0.02% | +277+3.9% | Added |
| Knollwood Investment Advisory, LLC | 7,385 | $1.79M | 0.17% | 00.0% | Unchanged |
| Dean Capital Management | 7,353 | $1.79M | 0.73% | +394+5.7% | Added |
| Copeland Capital Management, LLC | 7,276 | $1.77M | 0.04% | −87,449−92.3% | Reduced |
| First National Trust Co | 7,200 | $1.75M | 0.07% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 7,182 | $1.75M | 1.14% | +10.0% | Added |
| Hartford Investment Management Co | 7,106 | $1.73M | 0.05% | −18−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 7,029 | $1.71M | 0.71% | −10.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.70M | 0.20% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,993 | $1.70M | 0.13% | +1,050+17.7% | Added |
| Welch & Forbes LLC | 6,906 | $1.68M | 0.02% | −6−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,841 | $1.66M | 0.05% | −1,889−21.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,823 | $1.66M | 0.04% | +6,823 | New |
| Callan Family Office, LLC | 6,791 | $1.65M | 0.05% | +1,288+23.4% | Added |
| EP Wealth Advisors, LLC | 6,757 | $1.64M | 0.01% | +785+13.1% | Added |
| Kesler, Norman & Wride, LLC | 6,752 | $1.64M | 0.29% | −73−1.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,677 | $1.62M | 1.00% | +118+1.8% | Added |
| New Millennium Group LLC | 6,643 | $1.61M | 0.89% | +6,592+12,925.5% | Added |
| Jump Financial, LLC | 6,627 | $1.61M | 0.02% | −27,938−80.8% | Reduced |
| Hilton Capital Management, LLC | 6,594 | $1.60M | 0.13% | −863−11.6% | Reduced |
| Dynasty Wealth Management, LLC | 6,468 | $1.57M | 0.03% | −146−2.2% | Reduced |
| Wetherby Asset Management Inc | 6,321 | $1.54M | 0.07% | +6,321 | New |
| Henshaw Capital LLC | 6,257 | $1.52M | 0.06% | +23+0.4% | Added |
| Thrivent Financial for Lutherans | 6,247 | $1.51M | 0.00% | +33+0.5% | Added |
| Louisiana State Employees Retirement System | 6,200 | $1.51M | 0.03% | −100−1.6% | Reduced |
| Securian Asset Management, Inc | 6,156 | $1.50M | 0.04% | −101−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 6,141 | $1.49M | 0.78% | +2,839+86.0% | Added |
| Crawford Investment Counsel Inc | 6,081 | $1.48M | 0.03% | +350+6.1% | Added |
| Ashton Thomas Private Wealth, LLC | 6,048 | $1.47M | 0.05% | +2,134+54.5% | Added |
| EntryPoint Capital, LLC | 6,049 | $1.47M | 0.74% | +6,049 | New |
| TCTC Holdings, LLC | 6,047 | $1.47M | 0.05% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 6,005 | $1.46M | 0.27% | −990−14.2% | Reduced |
| NBC Securities, Inc. | 5,966 | $1.45M | 0.12% | +170+2.9% | Added |
| Scott Marsh Financial, LLC | 5,948 | $1.45M | 0.54% | +5,948 | New |
| Achmea Investment Management B.V. | 5,880 | $1.43M | 0.02% | +682+13.1% | Added |
| Gulf International Bank (UK) Ltd | 5,875 | $1.43M | 0.05% | −1,109−15.9% | Reduced |
| Spears Abacus Advisors LLC | 5,871 | $1.43M | 0.03% | −10.0% | Reduced |
| Atomi Financial Group, Inc. | 5,844 | $1.42M | 0.05% | +1,064+22.3% | Added |
| Summit Financial, LLC | 5,791 | $1.41M | 0.03% | +42+0.7% | Added |
| Mirabaud Asset Management Ltd | 5,849 | $1.40M | 0.65% | −344−5.6% | Reduced |
| SNS Financial Group, LLC | 5,738 | $1.40M | 0.13% | −37−0.6% | Reduced |
| Bullock Wealth Management Group | 5,692 | $1.39M | 0.74% | +4+0.1% | Added |
| Board of the Pension Protection Fund | 5,700 | $1.39M | 1.50% | +2,600+83.9% | Added |
| Maryland State Retirement & Pension System | 5,664 | $1.38M | 0.03% | +191+3.5% | Added |
| Manning & Napier Advisors LLC | 5,583 | $1.36M | 0.02% | −1,473−20.9% | Reduced |
| Centaurus Financial, Inc. | 5,545 | $1.35M | 0.08% | −46−0.8% | Reduced |
| Ostrum Asset Management | 5,536 | $1.35M | 0.06% | −113−2.0% | Reduced |
| Farther Finance Advisors, LLC | 5,530 | $1.34M | 0.03% | +1,987+56.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,467 | $1.34M | 0.00% | −147−2.6% | Reduced |
| Lord & Richards Wealth Management, LLC | 5,504 | $1.34M | 1.40% | +506+10.1% | Added |
| New Mexico Educational Retirement Board | 5,450 | $1.32M | 0.04% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,450 | $1.32M | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,388 | $1.31M | 0.12% | +183+3.5% | Added |
| LVW Advisors, LLC | 5,226 | $1.27M | 0.14% | +854+19.5% | Added |
| Savant Capital, LLC | 5,217 | $1.27M | 0.01% | +244+4.9% | Added |
| Vident Advisory, LLC | 5,180 | $1.26M | 0.01% | +146+2.9% | Added |
| Principal Securities, Inc. | 5,139 | $1.25M | 0.02% | −1,427−21.7% | Reduced |
| CIBC World Markets Inc. | 5,101 | $1.24M | 0.00% | −13,542−72.6% | Reduced |
| Jones Financial Companies LLLP | 5,161 | $1.24M | 0.00% | +989+23.7% | Added |
| HB Wealth Management, LLC | 5,068 | $1.23M | 0.01% | −138−2.7% | Reduced |
| Keeler Thomas Management LLC | 5,014 | $1.22M | 0.52% | +5,014 | New |
| J. Safra Sarasin Holding AG | 4,988 | $1.21M | 0.02% | +944+23.3% | Added |
| MorganRosel Wealth Management, LLC | 4,971 | $1.21M | 0.33% | +971+24.3% | Added |
| Verition Fund Management LLC | 4,920 | $1.20M | 0.01% | +1,234+33.5% | Added |
| Burling Wealth Partners, LLC | 4,893 | $1.19M | 0.22% | −1,420−22.5% | Reduced |
| HighPoint Advisor Group LLC | 4,886 | $1.19M | 0.06% | −70−1.4% | Reduced |
| NewEdge Wealth, LLC | 4,434 | $1.18M | 0.02% | +166+3.9% | Added |
| FORA Capital, LLC | 4,832 | $1.17M | 0.13% | +4,832 | New |
| Johnson Investment Counsel Inc | 4,824 | $1.17M | 0.01% | −260−5.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 4,793 | $1.16M | 0.06% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,773 | $1.16M | 0.01% | +23+0.5% | Added |
| Montag & Caldwell, LLC | 4,730 | $1.15M | 0.25% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,728 | $1.15M | 0.02% | −403−7.9% | Reduced |
| Catalyst Capital Advisors LLC | 4,715 | $1.15M | 0.02% | −637−11.9% | Reduced |
| Dakota Wealth Management | 4,711 | $1.15M | 0.02% | +561+13.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,685 | $1.14M | 0.00% | +3,290+235.8% | Added |
| Menard Financial Group LLC | 4,607 | $1.12M | 0.67% | −118−2.5% | Reduced |
| Magnetar Financial LLC | 4,600 | $1.12M | 0.01% | +4,600 | New |
| Tiaa Trust, National Association | 4,545 | $1.10M | 0.00% | +34+0.8% | Added |
| iA Global Asset Management Inc. | 4,513 | $1.10M | 0.02% | +3,597+392.7% | Added |
| Vinva Investment Management Ltd | 4,565 | $1.09M | 0.03% | +3,477+319.6% | Added |
| Brevan Howard Capital Management LP | 4,489 | $1.09M | 0.01% | +2,321+107.1% | Added |
| Panagora Asset Management Inc | 4,475 | $1.09M | 0.00% | +596+15.4% | Added |
| RSM US Wealth Management LLC | 4,441 | $1.08M | 0.02% | +145+3.4% | Added |
| GAMMA Investing LLC | 4,444 | $1.08M | 0.07% | +361+8.8% | Added |
| Eukles Asset Management | 4,367 | $1.06M | 0.43% | +76+1.8% | Added |
| Capital International Inc | 4,348 | $1.06M | 0.01% | −105−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,273 | $1.04M | 0.04% | +334+8.5% | Added |
| PFG Investments, LLC | 4,250 | $1.03M | 0.06% | +12+0.3% | Added |
| Creekmur Asset Management LLC | 4,230 | $1.03M | 0.18% | +1,388+48.8% | Added |
| Omers Administration Corp | 4,225 | $1.03M | 0.01% | 00.0% | Unchanged |
| Prana Capital Management, LP | 4,165 | $1.01M | 0.04% | −40,205−90.6% | Reduced |