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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,498 | $607.1K | 0.01% | −7,281−74.5% | Reduced |
| Shufro Rose & Co LLC | 2,500 | $606.1K | 0.05% | 00.0% | Unchanged |
| Ami Asset Management Corp | 2,490 | $605.1K | 0.03% | −15−0.6% | Reduced |
| Venturi Wealth Management, LLC | 2,482 | $603.2K | 0.03% | −196−7.3% | Reduced |
| Albion Financial Group | 2,478 | $602.2K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 2,466 | $599.3K | 0.02% | −190−7.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,460 | $597.9K | 0.10% | 00.0% | Unchanged |
| Simmons Bank | 2,458 | $597.4K | 0.04% | −73−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,432 | $591.1K | 0.29% | −59−2.4% | Reduced |
| Snowden Capital Advisors LLC | 2,383 | $581.2K | 0.02% | +79+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,379 | $578.1K | 0.07% | +248+11.6% | Added |
| Segment Wealth Management, LLC | 2,371 | $576.2K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,358 | $573.1K | 0.17% | +447+23.4% | Added |
| Baker Avenue Asset Management, LP | 2,357 | $572.9K | 0.02% | −6−0.3% | Reduced |
| SeaBridge Investment Advisors LLC | 2,344 | $569.7K | 0.11% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,339 | $568.4K | 0.05% | +352+17.7% | Added |
| Brighton Jones LLC | 2,326 | $565.2K | 0.02% | +35+1.5% | Added |
| Miracle Mile Advisors, LLC | 2,325 | $565.1K | 0.01% | +11+0.5% | Added |
| IFP Advisors, Inc | 2,136 | $564.1K | 0.02% | +260+13.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,312 | $562.0K | 0.08% | +2,312 | New |
| Sowell Financial Services LLC | 2,312 | $561.8K | 0.02% | +132+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,260 | $549.2K | 0.03% | +53+2.4% | Added |
| Beacon Pointe Advisors, LLC | 2,255 | $548.1K | 0.01% | +10.0% | Added |
| Exchange Bank | 2,250 | $546.8K | 0.43% | 00.0% | Unchanged |
| Algert Global LLC | 2,200 | $534.7K | 0.01% | +870+65.4% | Added |
| Court Place Advisors, LLC | 2,170 | $527.4K | 0.17% | 00.0% | Unchanged |
| Huntington National Bank | 2,169 | $527.1K | 0.00% | +138+6.8% | Added |
| Pitcairn Co | 2,149 | $522.3K | 0.03% | −289−11.9% | Reduced |
| Ninety One North America, Inc. | 2,148 | $522.0K | 0.03% | −390−15.4% | Reduced |
| Heritage Wealth Advisors | 2,130 | $517.7K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,117 | $514.5K | 0.08% | −56−2.6% | Reduced |
| Mather Group, LLC. | 2,111 | $513.1K | 0.01% | −589−21.8% | Reduced |
| We Are One Seven, LLC | 2,106 | $511.8K | 0.02% | +681+47.8% | Added |
| Spire Wealth Management | 2,083 | $506.2K | 0.02% | +5+0.2% | Added |
| NorthRock Partners, LLC | 2,064 | $503.4K | 0.01% | +184+9.8% | Added |
| Bayforest Capital Ltd | 2,069 | $502.8K | 0.22% | +2,069 | New |
| Signaturefd, LLC | 2,045 | $497.0K | 0.01% | +242+13.4% | Added |
| Renasant Bank | 2,041 | $496.0K | 0.33% | −73−3.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,012 | $489.0K | 0.09% | −25−1.2% | Reduced |
| Second Half Financial Partners, LLC | 2,002 | $486.5K | 0.23% | −48−2.3% | Reduced |
| Leeward Financial Partners, LLC | 2,000 | $486.1K | 0.15% | +2,000 | New |
| Private Advisor Group, LLC | 1,995 | $485.0K | 0.00% | +56+2.9% | Added |
| Tectonic Advisors LLC | 1,972 | $479.2K | 0.03% | +62+3.2% | Added |
| Voya Financial Advisors, Inc. | 1,997 | $478.2K | 0.05% | −108−5.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,950 | $473.9K | 0.03% | +1,950 | New |
| Aberdeen Wealth Management LLC | 1,939 | $471.2K | 0.31% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,944 | $470.0K | 0.00% | −600−23.6% | Reduced |
| Norden Group LLC | 1,916 | $465.6K | 0.05% | +64+3.5% | Added |
| Global Retirement Partners, LLC | 1,908 | $463.6K | 0.01% | +1,908 | New |
| Main Street Financial Solutions, LLC | 1,903 | $462.5K | 0.03% | +38+2.0% | Added |
| Redmond Asset Management, LLC | 1,891 | $459.6K | 0.11% | −125−6.2% | Reduced |
| Wealth Alliance | 1,874 | $455.4K | 0.05% | +3+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,864 | $453.0K | 0.04% | +42+2.3% | Added |
| Groupama Asset Managment | 1,885 | $451.4K | 0.01% | −181−8.8% | Reduced |
| Marco Investment Management LLC | 1,833 | $445.5K | 0.04% | +21+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,824 | $443.3K | 0.01% | +68+3.9% | Added |
| Independence Bank of Kentucky | 1,820 | $442.3K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,817 | $441.6K | 0.02% | +101+5.9% | Added |
| Compass Ion Advisors, LLC | 1,814 | $440.7K | 0.05% | +38+2.1% | Added |
| Sepio Capital, LP | 1,802 | $437.9K | 0.03% | −1,101−37.9% | Reduced |
| Ifrah Financial Services, Inc. | 1,802 | $437.9K | 0.12% | −19−1.0% | Reduced |
| Bridges Investment Management Inc | 1,799 | $437.2K | 0.01% | −77−4.1% | Reduced |
| Woodward Diversified Capital, LLC | 1,791 | $435.3K | 0.22% | +615+52.3% | Added |
| Eastern Bank | 1,791 | $435.3K | 0.01% | −24−1.3% | Reduced |
| Mystic Asset Management, Inc. | 1,780 | $432.6K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,778 | $432.2K | 0.04% | −149−7.7% | Reduced |
| Ballentine Partners, LLC | 1,775 | $431.4K | 0.01% | +20+1.1% | Added |
| Everpar Advisors LLC | 1,759 | $427.5K | 0.19% | +11+0.6% | Added |
| National Asset Management, Inc. | 1,751 | $425.5K | 0.02% | −699−28.5% | Reduced |
| MONECO Advisors, LLC | 1,745 | $424.1K | 0.04% | −44−2.5% | Reduced |
| Central Trust Co | 1,744 | $423.8K | 0.01% | +16+0.9% | Added |
| Chancellor Financial Group WB LP | 1,739 | $422.6K | 0.33% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,719 | $417.9K | 0.01% | +711+70.5% | Added |
| Vivaldi Capital Management, LLC | 1,714 | $416.6K | 0.06% | −9−0.5% | Reduced |
| Sunburst Financial Group, LLC | 1,712 | $416.1K | 0.09% | +358+26.4% | Added |
| CWA Asset Management Group, LLC | 1,711 | $415.8K | 0.02% | +341+24.9% | Added |
| Hall Laurie J Trustee | 1,700 | $413.2K | 0.14% | 00.0% | Unchanged |
| Keybank National Association | 1,697 | $412.4K | 0.00% | +24+1.4% | Added |
| Warren Averett Asset Management, LLC | 1,693 | $411.4K | 0.00% | +20+1.2% | Added |
| Prestige Wealth Management Group LLC | 1,684 | $410.7K | 0.08% | +100+6.3% | Added |
| Martingale Asset Management L P | 1,690 | $410.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,676 | $407.3K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,667 | $406.6K | 0.01% | +839+101.3% | Added |
| Rehmann Capital Advisory Group | 1,669 | $405.6K | 0.02% | +150+9.9% | Added |
| KFG Wealth Management, LLC | 1,647 | $400.2K | 0.06% | +146+9.7% | Added |
| Strategy Asset Managers LLC | 1,628 | $395.7K | 0.07% | +13+0.8% | Added |
| Empire Financial Management Company, LLC | 1,624 | $394.9K | 0.11% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,616 | $392.7K | 0.29% | −25−1.5% | Reduced |
| Eagle Bay Advisors LLC | 1,604 | $391.4K | 0.32% | −305−16.0% | Reduced |
| Optas, LLC | 1,607 | $390.5K | 0.07% | −44−2.7% | Reduced |
| Brogan Financial, Inc. | 1,600 | $389.0K | 0.17% | +648+68.1% | Added |
| Arcadia Investment Management Corp | 1,600 | $388.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,592 | $386.9K | 0.03% | +16+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,591 | $386.6K | 0.01% | +409+34.6% | Added |
| CX Institutional | 1,589 | $386.0K | 0.01% | +115+7.8% | Added |
| Marietta Investment Partners LLC | 1,584 | $385.0K | 0.08% | −180−10.2% | Reduced |
| Alps Advisors Inc | 1,576 | $383.0K | 0.00% | +19+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,575 | $382.8K | 0.02% | −54−3.3% | Reduced |
| Campion Asset Management LLC | 1,565 | $380.3K | 0.29% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,565 | $380.3K | 0.17% | +94+6.4% | Added |