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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
Impax Asset Management Group plc4,150$1.01M0.01%+4,150New
Geneos Wealth Management Inc.4,138$1.01M0.02%+2,293+124.3%Added
Voloridge Investment Management, LLC4,119$1.00M0.00%−92,994−95.8%Reduced
Empirical Finance, LLC4,069$988.9K0.05%+31+0.8%Added
Diversify Advisory Services, LLC3,763$987.7K0.04%+3,763New
Biltmore Family Office, LLC4,015$979.3K0.17%00.0%Unchanged
Wall Street Access Asset Management, LLC4,005$973.3K0.34%−90−2.2%Reduced
Bank Ozk4,000$972.1K0.37%00.0%Unchanged
Coastal Bridge Advisors, LLC3,986$969.0K0.08%+3,986New
Oppenheimer & Co Inc3,929$954.9K0.01%−56−1.4%Reduced
DT Investment Partners, LLC3,870$940.5K0.08%00.0%Unchanged
Vestcor Inc3,817$928.0K0.03%+1,451+61.3%Added
ABLE Financial Group, LLC3,809$925.7K0.22%+344+9.9%Added
Ritholtz Wealth Management3,799$923.3K0.02%+2,302+153.8%Added
Accredited Investors Inc.3,799$923.3K0.05%00.0%Unchanged
SWMG, LLC3,621$914.2K0.31%+500+16.0%Added
Smallwood Wealth Investment Management, LLC3,748$910.9K0.52%+174+4.9%Added
Northwestern Mutual Investment Management Company, LLC3,747$910.6K0.01%+26+0.7%Added
MGB Wealth Management, LLC3,748$909.3K0.30%−129−3.3%Reduced
Mission Wealth Management, LP3,740$908.8K0.02%+106+2.9%Added
Sherbrooke Park Advisers LLC3,721$904.3K0.39%+2,205+145.4%Added
Cedar Mountain Advisors, LLC3,709$901.4K0.19%+13+0.4%Added
Quadrant Capital Group LLC3,687$896.1K0.03%−451−10.9%Reduced
Bradley Foster & Sargent Inc3,675$893.1K0.01%+753+25.8%Added
Bessemer Group Inc3,648$886.0K0.00%+181+5.2%Added
JSF Financial, LLC3,630$882.2K0.21%+3,630New
Integrated Quantitative Investments LLC3,618$879.3K0.26%+3,618New
Bridgewater Advisors Inc.3,539$877.7K0.07%+25+0.7%Added
SRN Advisors, LLC3,538$859.8K0.78%+208+6.2%Added
Ci Investments Inc.3,528$857.0K0.00%+7+0.2%Added
Squarepoint Ops LLC3,495$849.4K0.00%+16+0.5%Added
East Coast Asset Management, LLC.3,488$847.7K0.28%00.0%Unchanged
Icon Wealth Advisors, LLC3,477$845.0K0.06%+1,599+85.1%Added
Ossiam3,464$841.9K0.01%+774+28.8%Added
PDT Partners, LLC3,416$830.2K0.05%−2,621−43.4%Reduced
Birch Hill Investment Advisors LLC3,415$829.9K0.04%+3,415New
Hilltop Holdings Inc.3,294$800.7K0.05%−892−21.3%Reduced
Vise Technologies, Inc.3,276$796.3K0.03%+3,276New
WBI Investments3,261$792.5K0.21%+1,750+115.8%Added
Resources Investment Advisors, LLC.3,251$790.1K0.01%+10+0.3%Added
D.B. Root & Company, LLC3,244$788.4K0.23%+10.0%Added
Gibbs Wealth Management3,230$784.9K0.15%+548+20.4%Added
Triangle Securities Wealth Management3,226$784.0K0.19%+3,226New
IFG Advisory, LLC3,221$782.8K0.04%+22+0.7%Added
Guardian Wealth Management, Inc.3,204$778.8K0.52%−213−6.2%Reduced
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,200$777.7K0.03%00.0%Unchanged
Davy Global Fund Management Ltd3,190$775.3K0.07%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund3,184$773.8K0.05%−221−6.5%Reduced
Glenmede Investment Management, LP3,139$762.9K0.00%+3,139New
Pandora Wealth, Inc.3,106$754.9K0.46%−69−2.2%Reduced
Atlas Legacy Advisors, LLC3,065$744.9K0.16%+620+25.4%Added
Legacy Capital Wealth Partners, LLC3,025$735.2K0.17%−94−3.0%Reduced
United Advisor Group, LLC3,008$731.0K0.13%+95+3.3%Added
Great Lakes Advisors, LLC3,007$730.8K0.01%−1,745−36.7%Reduced
V-Square Quantitative Management LLC2,967$721.1K0.10%+233+8.5%Added
Meyer Handelman Co2,955$718.2K0.02%−150−4.8%Reduced
Unique Wealth, LLC2,952$717.5K0.12%+214+7.8%Added
Clarus Group, Inc.2,951$717.1K0.26%+44+1.5%Added
Kidder Stephen W2,950$716.9K0.22%00.0%Unchanged
Beaumont Financial Advisors, LLC2,936$713.5K0.05%−10.0%Reduced
Boothbay Fund Management, LLC2,928$711.6K0.02%+1,518+107.7%Added
Change Path, LLC2,912$707.7K0.02%+703+31.8%Added
Aster Capital Management (DIFC) Ltd2,882$700.4K0.16%+1,990+223.1%Added
Buckhead Capital Management LLC2,873$698.2K0.27%−5,815−66.9%Reduced
Plato Investment Management Ltd2,879$697.1K0.05%00.0%Unchanged
MQS Management LLC2,867$696.8K0.38%+742+34.9%Added
Fulton Bank, N.A.2,847$691.9K0.03%−343−10.8%Reduced
Sequoia Financial Advisors, LLC2,843$690.9K0.00%+1,690+146.6%Added
Mutual Advisors, LLC2,723$690.8K0.02%+308+12.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC2,840$690.2K0.00%+2,840New
Fiduciary Family Office, LLC2,831$688.0K0.23%−93−3.2%Reduced
Caxton Associates LLP2,806$681.9K0.02%−3,310−54.1%Reduced
Jacobi Capital Management LLC2,806$681.8K0.05%+30+1.1%Added
Moody Lynn & Lieberson, LLC2,801$680.7K0.04%−9−0.3%Reduced
United Capital Financial Advisers, LLC2,795$679.2K0.01%+130+4.9%Added
Alta Capital Management LLC2,729$663.3K0.04%−48,738−94.7%Reduced
Chicago Trust Co NA2,728$663.0K0.09%00.0%Unchanged
BHK Investment Advisors, LLC2,686$652.7K0.26%+15+0.6%Added
Turtle Creek Wealth Advisors, LLC2,684$652.3K0.08%+2,684New
Ellevest, Inc.2,683$652.0K0.10%+87+3.4%Added
WealthTrust Axiom LLC2,681$651.6K0.19%00.0%Unchanged
OmniStar Financial Group, Inc.2,673$649.6K0.49%+241+9.9%Added
Maripau Wealth Management LLC2,659$649.0K0.33%+332+14.3%Added
Citizens Financial Group Inc2,655$647.5K0.01%+176+7.1%Added
Meeder Advisory Services, Inc.2,648$643.6K0.03%+162+6.5%Added
TD Private Client Wealth LLC2,609$634.2K0.02%−305−10.5%Reduced
One + One Wealth Management, LLC2,606$633.3K0.35%00.0%Unchanged
MUFG Securities Americas Inc.2,603$632.6K0.05%+532+25.7%Added
Wedmont Private Capital2,648$632.3K0.03%+39+1.5%Added
Everence Capital Management Inc2,596$631.0K0.04%00.0%Unchanged
J.W. Cole Advisors, Inc.2,596$630.8K0.01%+1,222+88.9%Added
Quest Partners LLC2,592$629.9K0.06%−6,632−71.9%Reduced
Pensionmark Financial Group, LLC2,581$627.3K0.01%+631+32.4%Added
Holocene Advisors, LP2,579$626.8K0.00%+2,579New
Brown Miller Wealth Management, LLC2,575$625.8K0.19%+8+0.3%Added
Qtron Investments LLC2,562$622.6K0.08%00.0%Unchanged
Schonfeld Strategic Advisors LLC2,560$622.2K0.00%−33,461−92.9%Reduced
Dividend Assets Capital, LLC2,550$619.7K0.11%00.0%Unchanged
Leonteq Securities AG2,519$612.2K0.04%+253+11.2%Added
Forza Wealth Management, LLC2,500$607.6K0.25%00.0%Unchanged