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 |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | 1,093 | $265.6K | 0.03% | +59+5.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,088 | $264.4K | 0.01% | +29+2.7% | Added |
| Stanley-Laman Group, Ltd. | 1,082 | $263.0K | 0.04% | +144+15.4% | Added |
| Capital Investment Counsel, Inc | 1,077 | $261.8K | 0.03% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 1,062 | $258.1K | 0.01% | −244−18.7% | Reduced |
| Bokf, NA | 1,062 | $258.1K | 0.00% | +797+300.8% | Added |
| Wealthspire Advisors, LLC | 1,060 | $257.6K | 0.00% | +60+6.0% | Added |
| First Manhattan Co | 1,050 | $256.1K | 0.00% | −6−0.6% | Reduced |
| Pavion Blue Capital, LLC | 1,053 | $255.9K | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,052 | $255.7K | 0.00% | +156+17.4% | Added |
| Mayflower Financial Advisors, LLC | 1,050 | $255.2K | 0.04% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 1,045 | $254.0K | 0.01% | +63+6.4% | Added |
| SeaCrest Wealth Management, LLC | 1,045 | $254.0K | 0.03% | +14+1.4% | Added |
| GTS Securities LLC | 1,045 | $254.0K | 0.01% | +1,045 | New |
| Gallacher Capital Management LLC | 1,043 | $253.5K | 0.12% | +1,043 | New |
| Accurate Wealth Management, LLC | 1,058 | $252.4K | 0.04% | +34+3.3% | Added |
| Parallel Advisors, LLC | 1,036 | $251.9K | 0.01% | −11−1.1% | Reduced |
| Walleye Capital LLC | 1,035 | $251.5K | 0.00% | −7,586−88.0% | Reduced |
| Clarius Group, LLC | 1,034 | $251.3K | 0.01% | −87−7.8% | Reduced |
| Inscription Capital, LLC | 1,029 | $250.1K | 0.04% | −71−6.5% | Reduced |
| Aull & Monroe Investment Management Corp | 1,026 | $249.3K | 0.13% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,026 | $249.3K | 0.04% | +118+13.0% | Added |
| PDS Planning, Inc | 1,025 | $249.0K | 0.02% | +57+5.9% | Added |
| Longboard Asset Management, LP | 1,022 | $248.4K | 0.62% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,015 | $246.7K | 0.09% | −4−0.4% | Reduced |
| Allred Capital Management, LLC | 1,012 | $246.2K | 0.09% | −1−0.1% | Reduced |
| Moseley Investment Management Inc | 1,010 | $245.5K | 0.08% | 00.0% | Unchanged |
| Somerville Kurt F | 1,006 | $244.5K | 0.04% | −250−19.9% | Reduced |
| Cushing Capital Partners, LLC | 999 | $243.8K | 0.21% | +13+1.3% | Added |
| Cross Staff Investments Inc | 1,000 | $243.0K | 0.18% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,000 | $243.0K | 0.05% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 1,000 | $243.0K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 994 | $241.6K | 0.01% | +50+5.3% | Added |
| David Loasby | 986 | $241.2K | 0.02% | −8−0.8% | Reduced |
| Financial Management Professionals, Inc. | 990 | $240.6K | 0.03% | +954+2,650.0% | Added |
| Cadent Capital Advisors, LLC | 977 | $237.4K | 0.08% | 00.0% | Unchanged |
| RDA Financial Network | 972 | $236.3K | 0.06% | −21−2.1% | Reduced |
| Pegasus Asset Management, Inc. | 968 | $235.3K | 0.08% | +968 | New |
| Wayfinding Financial, LLC | 947 | $235.0K | 0.11% | −17−1.8% | Reduced |
| Fragasso Group Inc. | 964 | $234.3K | 0.02% | +29+3.1% | Added |
| Colonial Trust Co | 958 | $232.8K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 946 | $229.9K | 0.01% | +65+7.4% | Added |
| Procyon Private Wealth Partners, LLC | 946 | $229.9K | 0.02% | −59−5.9% | Reduced |
| Atria Wealth Solutions, Inc. | 942 | $229.8K | 0.01% | −205−17.9% | Reduced |
| River Wealth Advisors LLC | 935 | $227.2K | 0.03% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 930 | $226.1K | 0.05% | +15+1.6% | Added |
| Patron Partners Advisors, LLC | 930 | $226.0K | 0.11% | −14−1.5% | Reduced |
| Trinity Financial Advisors LLC | 925 | $225.6K | 0.07% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 926 | $224.9K | 0.04% | +49+5.6% | Added |
| Tairen Capital Ltd | 925 | $224.8K | 0.02% | +925 | New |
| Patton Fund Management, Inc. | 925 | $224.8K | 0.05% | +925 | New |
| Up Strategic Wealth Investment Advisors LLC | 921 | $223.8K | 0.17% | −114−11.0% | Reduced |
| Summit Trail Advisors, LLC | 910 | $223.5K | 0.00% | −129−12.4% | Reduced |
| KFA Private Wealth Group, LLC | 905 | $219.9K | 0.07% | +905 | New |
| Umb Bank N A | 903 | $219.5K | 0.00% | −23−2.5% | Reduced |
| NTV Asset Management LLC | 900 | $218.7K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 894 | $218.0K | 0.01% | +894 | New |
| Trust Co of the South | 895 | $217.5K | 0.04% | +895 | New |
| Prosperity Consulting Group, LLC | 894 | $217.3K | 0.02% | +31+3.6% | Added |
| Personal Cfo Solutions, LLC | 893 | $217.0K | 0.04% | −15−1.7% | Reduced |
| Independent Financial Group, LLC | 885 | $215.1K | 0.01% | −13−1.4% | Reduced |
| First Affirmative Financial Network | 883 | $214.6K | 0.11% | −189−17.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $214.4K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 881 | $214.1K | 0.00% | −12−1.3% | Reduced |
| Westover Capital Advisors, LLC | 875 | $212.7K | 0.04% | −20−2.2% | Reduced |
| Howard Capital Management Group, LLC | 875 | $212.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 875 | $212.7K | 0.05% | +15+1.7% | Added |
| Enterprise Financial Services Corp | 868 | $210.9K | 0.11% | +7+0.8% | Added |
| Larson Financial Group LLC | 867 | $210.7K | 0.01% | −153−15.0% | Reduced |
| Versant Capital Management, Inc | 865 | $210.2K | 0.03% | −10−1.1% | Reduced |
| Keystone Financial Services | 863 | $209.7K | 0.07% | +863 | New |
| Independent Wealth Network Inc. | 858 | $208.6K | 0.08% | +28+3.4% | Added |
| Wallace Advisory Group, LLC | 859 | $208.3K | 0.15% | −65−7.0% | Reduced |
| Raleigh Capital Management Inc. | 855 | $207.9K | 0.09% | −45−5.0% | Reduced |
| Essex Savings Bank | 854 | $207.5K | 0.05% | +8+0.9% | Added |
| Sterling Capital Management LLC | 852 | $207.1K | 0.00% | −76−8.2% | Reduced |
| Souders Financial Advisors | 838 | $203.7K | 0.03% | +1+0.1% | Added |
| Old National Bancorp | 835 | $202.9K | 0.00% | +835 | New |
| Strategic Blueprint, LLC | 833 | $202.5K | 0.01% | −132−13.7% | Reduced |
| Forum Financial Management, LP | 833 | $202.4K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 830 | $201.8K | 0.01% | +74+9.8% | Added |
| Hamilton Capital Partners Inc. | 829 | $201.5K | 0.01% | −416−33.4% | Reduced |
| Clarity Wealth Advisors, LLC | 824 | $200.3K | 0.05% | +824 | New |
| Diversified Trust Co | 824 | $200.3K | 0.00% | −78−8.6% | Reduced |
| First Horizon Advisors, Inc. | 823 | $200.0K | 0.01% | −451−35.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $191.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $187.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 762 | $185.2K | 0.02% | −14−1.8% | Reduced |
| MCF Advisors LLC | 754 | $183.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 708 | $172.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 689 | $167.4K | 0.02% | +265+62.5% | Added |
| Clearstead Advisors, LLC | 665 | $161.6K | 0.00% | +318+91.6% | Added |
| S.A. Mason LLC | 650 | $158.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 637 | $154.0K | 0.00% | −3,281−83.7% | Reduced |
| Union Savings Bank | 620 | $153.5K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 621 | $150.9K | 0.00% | +156+33.5% | Added |
| Kestra Investment Management, LLC | 620 | $150.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 608 | $147.8K | 0.01% | +237+63.9% | Added |
| Exchange Traded Concepts, LLC | 608 | $147.8K | 0.00% | −47−7.2% | Reduced |
| Kennebec Savings Bank | 600 | $145.8K | 0.14% | 00.0% | Unchanged |