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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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

Q2 2026 vs. Q1 2026

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1,064121,023−29
Shares109.5M2.53M108.1M+1.08M (+1.0%)
Value$18.0B$411.1M$14.9B−$2.73B (−15.5%)

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 115 by value.

Institutions new to BR in Q2 2026
InstitutionSharesValue% of portfolio
Jupiter Topco LLC1,912,032$261.9M0.11%
Norges Bank1,773,005$242.8M0.02%
Yacktman Asset Management LP878,522$120.3M1.49%
HRT Financial LP342,104$46.9M0.09%
Trexquant Investment LP182,250$25.0M0.15%
Reynders McVeigh Capital Management, LLC87,447$12.0M0.53%
Nykredit A/S56,236$7.70M0.03%
Bridgewater Associates, LP35,752$4.90M0.02%
Numerai GP LLC32,375$4.43M0.36%
Ceera Investments, LLC23,694$3.24M1.38%
BLI - Banque de Luxembourg Investments21,017$2.85M0.10%
Freestone Grove Partners LP19,988$2.74M0.02%
ING Groep NV18,920$2.59M0.01%
Capitolis Liquid Global Markets LLC18,000$2.47M0.01%
Dark Forest Capital Management LP16,235$2.22M0.14%
Weiss Asset Management LP16,205$2.22M0.02%
Ivy Lane Capital Management, LLC16,000$2.19M3.17%
Paralel Advisors LLC14,218$1.95M0.08%
Magnetar Financial LLC13,722$1.88M0.02%
Havemeyer Place LP12,006$1.64M0.16%
Baker Chad R11,080$1.52M0.24%
Jain Global LLC10,555$1.45M0.02%
CM Management, LLC10,000$1.37M0.87%
Ninety One SA (PTY) Ltd9,638$1.30M0.07%
Catalyst Funds Management Pty Ltd8,600$1.18M0.07%
Richard W. Paul & Associates, LLC7,926$1.09M0.33%
Eventide Asset Management, LLC7,964$1.08M0.01%
Sienna Gestion7,598$1.04M0.06%
Kentucky Retirement Systems7,356$1.01M0.03%
Stoneridge Investment Partners LLC5,909$910.0K0.60%
Excelsior Advisor Network LLC6,506$891.0K0.12%
PFW Advisors LLC6,220$851.8K0.25%
D. E. Shaw & Co., Inc.6,179$846.2K0.00%
Alethea Capital Management, LLC6,132$839.8K0.35%
LMR Partners LLP6,018$824.2K0.01%
Logan Capital Management Inc5,000$684.8K0.03%
Jmac Enterprises LLC4,800$657.4K0.11%
Lecap Asset Management Ltd4,491$615.0K0.26%
Henshaw Capital LLC3,738$511.9K0.02%
Wealthspire Advisors, LLC3,684$504.5K0.00%
Ci Investments Inc.3,579$490.1K0.00%
Confluence Wealth Services, Inc.3,539$484.7K0.01%
CSS LLC3,350$458.8K0.02%
Storgate, LLC3,165$433.4K0.09%
Wealth Advisors of Tampa Bay, LLC3,035$415.6K0.13%
Patriot Financial Group Insurance Agency, LLC2,999$412.5K0.04%
Hudson Bay Capital Management LP2,950$404.0K0.00%
Abel Hall, LLC2,867$392.6K0.07%
Tobam2,759$378.0K0.09%
Impact Partnership Wealth, LLC2,759$377.8K0.04%
Axxcess Wealth Management, LLC2,748$376.3K0.01%
Kovitz Investment Group Partners, LLC2,708$371.0K0.01%
Financial Planning Hawaii, Inc.2,426$332.2K0.18%
Sound Capital Solutions LLC2,411$330.2K0.08%
Kingswood Wealth Advisors, LLC2,355$322.5K0.01%
HighPoint Advisor Group LLC2,355$322.5K0.01%
StoneX Group Inc.2,178$316.3K0.01%
Azzad Asset Management Inc2,247$307.7K0.03%
RiverFront Investment Group, LLC2,054$281.3K0.00%
R Squared Ltd2,012$275.5K0.14%
IMC-Chicago, LLC2,001$274.0K0.00%
Kera Capital Partners, Inc.1,979$271.0K0.03%
Prosperity Consulting Group, LLC1,947$266.6K0.01%
Accurate Wealth Management, LLC1,782$262.9K0.03%
IFG Advisory, LLC1,919$262.8K0.01%
Wakefield Asset Management LLLP1,906$261.0K0.06%
Claret Asset Management Corp1,893$259.0K0.03%
denkapparat Operations GmbH1,864$255.3K0.08%
Aberdeen Wealth Management LLC1,814$248.4K0.12%
Camden Capital, LLC1,792$245.4K0.01%
Sax Wealth Advisors, LLC1,445$234.7K0.01%
Semanteon Capital Management, LP1,702$233.1K1.05%
Catalyst Financial Partners LLC1,697$232.4K0.02%
Sigma Planning Corp1,636$224.1K0.01%
Capstone Investment Advisors, LLC1,629$223.1K0.00%
Lionhunter Capital Management, LLC1,624$222.4K0.10%
Global Retirement Partners, LLC1,501$205.6K0.00%
CTC Alternative Strategies, Ltd.1,500$205.4K0.30%
Rasp Wealth Solutions, LLC1,492$204.3K0.07%
Group One Trading, L.P.700$95.9K0.00%
Optiver Holding B.V.625$85.6K0.00%
Cape Investment Advisory, Inc.497$68.1K0.02%
Trust Co of Vermont386$52.9K0.00%
Continuum Advisory, LLC344$47.1K0.00%
Aster Capital Management (DIFC) Ltd305$41.8K0.01%
Compass Financial Management LLC290$40.8K0.00%
Markowski Investments198$27.1K0.01%
Security National Bank of So Dak193$26.4K0.01%
Alpine Bank Wealth Management188$25.7K0.00%
LifeSteps Financial, Inc.155$21.2K0.01%
NBH Bank138$18.9K0.01%
Hillsdale Investment Management Inc.130$17.8K0.00%
Stance Capital LLC100$13.7K0.00%
E Fund Management (Hong Kong) Co., Ltd.96$13.1K0.00%
Fulcrum Asset Management LLP92$12.5K0.00%
Institute for Wealth Management, LLC.75$10.3K0.00%
Action Point Financial Planning, LLC51$6.85K0.00%
Burnham & Co LLC50$6.85K0.01%
Planning Strategies Inc.16$2.19K0.00%
J.Safra Asset Management Corp14$1.92K0.00%

Sold out (144)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 144 by value.

Institutions that sold out of BR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
T. Rowe Price Investment Management, Inc.865,540$140.6M
Rathbone Brothers plc402,622$65.4M
Capital International Investors297,785$48.4M
Parnassus Investments258,836$42.1M
Moran Wealth Management, LLC68,105$11.1M
Tredje AP-fonden44,849$7.29M
Motley Fool Wealth Management, LLC43,817$7.12M
McCollum Christoferson Group LLC44,183$5.58M
Kempen Capital Management N.V.32,041$5.21M
Ieq Capital, LLC27,048$4.39M
Virtu Financial LLC22,906$3.72M
Oak Thistle LLC22,644$3.68M
Leuthold Group, LLC22,615$3.67M
Agf Management Ltd21,073$3.42M
Edgestream Partners, L.P.13,716$2.23M
Argonautica Private Wealth Management, Inc9,956$1.62M
Sivia Capital Partners, LLC9,551$1.55M
Millington Financial Advisors, LLC9,905$1.55M
Zurich Insurance Group Ltd8,700$1.41M
Kepler Cheuvreux (Suisse) SA7,913$1.29M
Bridgefront Capital, LLC7,798$1.27M
Centaurus Financial, Inc.5,883$956.0K
Illinois Municipal Retirement Fund5,381$874.3K
Nordwand Advisors, LLC3,903$634.2K
Lord & Richards Wealth Management, LLC3,798$617.2K
Jacobs Levy Equity Management, Inc3,246$527.4K
First Heartland Consultants, Inc.2,688$436.8K
Main Street Financial Solutions, LLC2,637$428.4K
Jefferies Financial Group Inc.2,614$424.7K
Arwa LLC2,654$410.8K
SWMG, LLC2,466$400.7K
Tyche Wealth Partners LLC2,457$399.3K
NorthCrest Asset Manangement, LLC2,471$397.7K
Sunburst Financial Group, LLC2,388$388.1K
Walleye Trading LLC2,335$379.4K
Maripau Wealth Management LLC2,317$376.5K
Lyell Wealth Management, LP2,297$373.2K
Transcend Wealth Collective, LLC2,268$368.5K
Silver Oak Securities, Inc2,267$368.4K
6th Street Advisors, LLC2,119$346.3K
Renasant Bank2,094$340.2K
Pure Financial Advisors, Inc.2,019$328.0K
Capital International Inc2,016$327.6K
Patton Fund Management, Inc.1,980$321.7K
Maridea Wealth Management LLC1,932$313.9K
Verity Asset Management, Inc.1,928$313.2K
Norden Group LLC1,907$309.9K
Diversified Enterprises, LLC1,905$309.5K
KFG Wealth Management, LLC1,897$308.2K
Smith Group Asset Management, LLC1,850$300.6K
Verition Fund Management LLC1,848$300.3K
Daymark Wealth Partners, LLC1,838$298.6K
Texas Capital Bank Wealth Management Services Inc1,830$297.3K
Sentinus, LLC1,787$290.4K
Burling Wealth Partners, LLC1,778$288.9K
Woodward Diversified Capital, LLC1,763$287.2K
Abacus Wealth Partners, LLC1,761$286.1K
Wealth Alliance1,746$283.7K
Savvy Advisors, Inc.1,715$278.6K
MBE Wealth Management, LLC1,688$274.2K
We Are One Seven, LLC1,667$270.9K
Resources Investment Advisors, LLC.1,667$270.8K
Pallas Capital Advisors LLC1,656$269.1K
Fiduciary Family Office, LLC1,642$266.8K
Empire Financial Management Company, LLC1,624$264.0K
LVW Advisors, LLC1,594$259.0K
TownSquare Capital, LLC1,590$258.4K
Advisors Capital Management, LLC1,547$251.4K
Erste Asset Management GmbH1,530$250.1K
Legato Capital Management LLC1,537$249.7K
Integrated Quantitative Investments LLC1,537$249.7K
Prana Capital Management, LP1,513$245.8K
Dynamic Advisor Solutions LLC1,508$245.0K
DV Trading LLC1,500$243.7K
Optas, LLC1,487$241.6K
Stonehearth Capital Management, LLC1,480$240.5K
Kastel Capital Advisors, LLC1,067$238.1K
Calamos Advisors LLC1,435$233.2K
National Wealth Management Group, LLC1,434$233.0K
Safe Harbor Fiduciary, LLC1,434$233.0K
Radnor Capital Management, LLC1,407$228.6K
Diversify Wealth Management, LLC1,417$227.8K
Navigation Group, LLC1,400$227.5K
Traphagen Investment Advisors LLC1,395$226.6K
Atlas Brown,Inc.1,370$222.6K
Voya Financial Advisors, Inc.1,393$219.3K
CWA Asset Management Group, LLC1,349$219.2K
LaSalle St. Investment Advisors, LLC1,342$218.1K
Winton Group Ltd1,328$215.8K
Trust Point Inc.1,315$213.7K
Portside Wealth Group, LLC1,308$212.5K
Penobscot Investment Management Company, Inc.1,299$211.1K
Bull Harbor Capital LLC1,288$209.3K
Eubel Brady & Suttman Asset Management Inc1,288$209.0K
National Asset Management, Inc.1,275$208.4K
Fulton Bank, N.A.1,281$208.1K
Hunter Perkins Capital Management, LLC1,236$202.0K
Sym Financial Corp1,237$201.0K
McAdam, LLC1,233$200.3K
Resources Management Corp930$151.0K

Not filed for Q2 2026 yet (12)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC2,484,197$403.6M
CWM, LLC32,512$5.28M
Skopos Labs, Inc.5,744$933.2K
Gibbs Wealth Management2,811$456.8K
U.S. Capital Wealth Advisors, LLC1,835$298.2K
Arcadia Investment Management Corp1,600$260.0K
Journey Strategic Wealth LLC1,372$222.9K
Anfield Capital Management, LLC196$31.8K
Sunbelt Securities, Inc.91$14.9K
Trask Adam Roland50$8.12K
McIlrath & Eck, LLC18$2.92K
Red Tortoise LLC12$1.95K