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 2026
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 2026. 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
- 1,023
- −29 vs. Q1 2026
- Shares held
- 108.1M
- +1.08M (+1.0%) vs. Q1 2026
- Total value
- $14.9B
- −$2.73B (−15.5%) vs. Q1 2026
- New holders
- 115
- 368 more added
- Sold out
- 144
- 412 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 4,114 | $668.4K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,914 | $673.0K | 0.01% | −3,281−40.0% | Reduced |
| Allstate Corp | 4,924 | $674.3K | 0.01% | −11,523−70.1% | Reduced |
| TCTC Holdings, LLC | 4,947 | $677.5K | 0.02% | −650−11.6% | Reduced |
| Logan Capital Management Inc | 5,000 | $684.8K | 0.03% | +5,000 | New |
| Rothschild Investment LLC | 5,095 | $697.8K | 0.03% | +3,170+164.7% | Added |
| Biltmore Family Office, LLC | 5,077 | $700.2K | 0.09% | −3−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,129 | $702.4K | 0.01% | −275−5.1% | Reduced |
| Keybank National Association | 5,135 | $703.2K | 0.00% | +1,384+36.9% | Added |
| Union Bancaire Privee, UBP SA | 5,114 | $705.4K | 0.01% | +189+3.8% | Added |
| 111 Capital | 5,187 | $710.4K | 0.12% | +3,160+155.9% | Added |
| Vestcor Inc | 5,217 | $714.0K | 0.02% | −1,438−21.6% | Reduced |
| Vanguard National Trust Co | 5,245 | $718.3K | 0.04% | +1,245+31.1% | Added |
| Vident Advisory, LLC | 5,250 | $719.0K | 0.01% | −341−6.1% | Reduced |
| Western Wealth Management, LLC | 5,251 | $719.1K | 0.02% | −651−11.0% | Reduced |
| Lee Financial Co | 5,325 | $730.1K | 0.09% | −3,288−38.2% | Reduced |
| V-Square Quantitative Management LLC | 5,345 | $732.0K | 0.07% | +857+19.1% | Added |
| Guardian Wealth Advisors, LLC | 5,342 | $734.1K | 0.04% | −9,455−63.9% | Reduced |
| Larson Financial Group LLC | 5,384 | $737.4K | 0.02% | +1,460+37.2% | Added |
| Cedar Mountain Advisors, LLC | 5,387 | $737.7K | 0.13% | +4+0.1% | Added |
| Brinker Capital Investments, LLC | 5,395 | $738.9K | 0.01% | +1,021+23.3% | Added |
| Ostrum Asset Management | 5,399 | $739.4K | 0.04% | +1,951+56.6% | Added |
| Crawford Investment Counsel Inc | 5,424 | $742.8K | 0.01% | −457−7.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,437 | $744.6K | 0.00% | −230−4.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,450 | $746.4K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,461 | $747.9K | 0.00% | −418−7.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,483 | $751.5K | 0.00% | −109−1.9% | Reduced |
| Trueblood Wealth Management, LLC | 5,505 | $754.0K | 0.26% | −1,054−16.1% | Reduced |
| Gsa Capital Partners LLP | 5,547 | $760.0K | 0.05% | −7,609−57.8% | Reduced |
| Spears Abacus Advisors LLC | 5,557 | $761.0K | 0.01% | −328−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,563 | $761.8K | 0.00% | +301+5.7% | Added |
| Advocacy Wealth Management Services, LLC | 5,598 | $766.6K | 0.03% | −134−2.3% | Reduced |
| Wilian Securities, LLC | 5,633 | $771.4K | 0.46% | +3,484+162.1% | Added |
| HB Wealth Management, LLC | 5,714 | $782.6K | 0.00% | −224−3.8% | Reduced |
| Laird Norton Trust Company, LLC | 5,726 | $789.2K | 0.02% | +583+11.3% | Added |
| Summit Financial, LLC | 5,742 | $791.9K | 0.01% | −110−1.9% | Reduced |
| Mirabaud Asset Management Ltd | 5,869 | $794.9K | 0.66% | +2,531+75.8% | Added |
| Copeland Capital Management, LLC | 5,810 | $795.8K | 0.02% | −1,111−16.1% | Reduced |
| New Mexico Educational Retirement Board | 5,850 | $801.0K | 0.02% | +500+9.3% | Added |
| Frec Markets, Inc. | 5,887 | $806.2K | 0.07% | +4,522+331.3% | Added |
| Louisiana State Employees Retirement System | 5,900 | $808.0K | 0.01% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 6,000 | $812.6K | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 6,018 | $824.2K | 0.01% | +6,018 | New |
| Maryland State Retirement & Pension System | 6,053 | $829.0K | 0.01% | +389+6.9% | Added |
| Bessemer Group Inc | 6,117 | $838.0K | 0.00% | −929−13.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,129 | $839.4K | 0.01% | −61,129−90.9% | Reduced |
| Alethea Capital Management, LLC | 6,132 | $839.8K | 0.35% | +6,132 | New |
| D. E. Shaw & Co., Inc. | 6,179 | $846.2K | 0.00% | +6,179 | New |
| Twinbeech Capital LP | 6,211 | $850.6K | 0.15% | −55,472−89.9% | Reduced |
| PFW Advisors LLC | 6,220 | $851.8K | 0.25% | +6,220 | New |
| Centiva Capital, LP | 6,233 | $853.6K | 0.03% | +4,681+301.6% | Added |
| Omers Administration Corp | 6,239 | $854.4K | 0.01% | +700+12.6% | Added |
| BHK Investment Advisors, LLC | 6,328 | $866.7K | 0.26% | +1,325+26.5% | Added |
| Wealthfront Advisers LLC | 6,385 | $874.4K | 0.00% | −1,654−20.6% | Reduced |
| Hartford Investment Management Co | 6,415 | $878.5K | 0.02% | −207−3.1% | Reduced |
| Investors Research Corp | 6,425 | $879.9K | 0.16% | +75+1.2% | Added |
| Excelsior Advisor Network LLC | 6,506 | $891.0K | 0.12% | +6,506 | New |
| Allspring Global Investments Holdings, LLC | 6,343 | $894.0K | 0.00% | +456+7.7% | Added |
| Meeder Advisory Services, Inc. | 6,532 | $894.6K | 0.03% | +3,211+96.7% | Added |
| Stoneridge Investment Partners LLC | 5,909 | $910.0K | 0.60% | +5,909 | New |
| SRS Capital Advisors, Inc. | 6,662 | $912.4K | 0.01% | +4,473+204.3% | Added |
| Abn Amro Investment Solutions | 6,750 | $924.4K | 0.01% | −39−0.6% | Reduced |
| Johnson Investment Counsel Inc | 6,785 | $929.3K | 0.01% | −560−7.6% | Reduced |
| Metis Global Partners, LLC | 6,805 | $931.9K | 0.02% | +701+11.5% | Added |
| Stephens Inc | 6,458 | $937.8K | 0.01% | −202−3.0% | Reduced |
| Boyar Asset Management Inc. | 6,853 | $938.5K | 0.54% | −200−2.8% | Reduced |
| Adviser Investments LLC | 6,865 | $940.1K | 0.01% | −154−2.2% | Reduced |
| Lido Advisors, LLC | 6,838 | $943.4K | 0.00% | −2,718−28.4% | Reduced |
| Gateway Investment Advisers LLC | 6,922 | $948.0K | 0.01% | +4,348+168.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,928 | $948.8K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,935 | $949.7K | 0.01% | +2,434+54.1% | Added |
| Vise Technologies, Inc. | 6,963 | $953.6K | 0.01% | +3,100+80.2% | Added |
| Jacobi Capital Management LLC | 7,014 | $960.6K | 0.05% | +597+9.3% | Added |
| Boothbay Fund Management, LLC | 7,043 | $964.5K | 0.02% | +823+13.2% | Added |
| Strong Retirement Solutions LLC | 7,071 | $968.4K | 0.58% | −9,721−57.9% | Reduced |
| Atlantic Union Bankshares Corp | 7,091 | $971.1K | 0.02% | −99−1.4% | Reduced |
| Whittier Trust Co | 6,742 | $976.0K | 0.01% | −315−4.5% | Reduced |
| First National Trust Co | 7,200 | $986.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 7,210 | $987.0K | 0.00% | −2,713−27.3% | Reduced |
| Regions Financial Corp | 7,222 | $989.1K | 0.01% | −2,514−25.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,231 | $990.3K | 0.00% | −7,820−52.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 7,232 | $990.4K | 0.30% | +2,638+57.4% | Added |
| Evergreen Capital Management LLC | 7,192 | $991.2K | 0.02% | +4,489+166.1% | Added |
| Commerzbank Aktiengesellschaft | 7,255 | $994.0K | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 7,343 | $1.01M | 0.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 7,356 | $1.01M | 0.03% | +7,356 | New |
| Atria Investments LLC | 7,385 | $1.01M | 0.01% | −8,392−53.2% | Reduced |
| Sentry LLC | 7,388 | $1.01M | 0.28% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,425 | $1.02M | 0.04% | −7,370−49.8% | Reduced |
| Investment Management Corp of Ontario | 7,476 | $1.02M | 0.01% | −42,265−85.0% | Reduced |
| Cypress Advisory Group LLC | 7,477 | $1.02M | 0.79% | +301+4.2% | Added |
| Schroder Investment Management Group | 7,600 | $1.03M | 0.00% | −6,863−47.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,587 | $1.04M | 0.00% | +1,850+32.2% | Added |
| Sienna Gestion | 7,598 | $1.04M | 0.06% | +7,598 | New |
| Intech Investment Management LLC | 7,646 | $1.05M | 0.01% | +522+7.3% | Added |
| Norinchukin Bank, The | 7,665 | $1.05M | 0.01% | −763−9.1% | Reduced |
| Ofi Invest Asset Management | 7,962 | $1.05M | 0.01% | +2,978+59.8% | Added |
| Farther Finance Advisors, LLC | 7,720 | $1.06M | 0.01% | −1,021−11.7% | Reduced |
| Koshinski Asset Management, Inc. | 7,730 | $1.06M | 0.06% | +53+0.7% | Added |
| Atom Investors LP | 7,739 | $1.06M | 0.09% | +6,397+476.7% | Added |