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 |
|---|---|---|---|---|---|
| Eventide Asset Management, LLC | 7,964 | $1.08M | 0.01% | +7,964 | New |
| Richard W. Paul & Associates, LLC | 7,926 | $1.09M | 0.33% | +7,926 | New |
| Leavell Investment Management, Inc. | 7,936 | $1.09M | 0.04% | −332−4.0% | Reduced |
| Wimmer Associates 1, LLC | 8,023 | $1.10M | 0.50% | −872−9.8% | Reduced |
| Greenleaf Trust | 8,122 | $1.11M | 0.01% | +381+4.9% | Added |
| Saudi Central Bank | 8,172 | $1.12M | 0.01% | +3,863+89.6% | Added |
| Generali Asset Management SPA SGR | 8,234 | $1.13M | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 8,469 | $1.16M | 0.00% | −142−1.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,600 | $1.18M | 0.07% | +8,600 | New |
| Valley National Advisers Inc | 8,678 | $1.19M | 0.13% | +42+0.5% | Added |
| Pensionmark Financial Group, LLC | 7,364 | $1.19M | 0.02% | +9+0.1% | Added |
| Kesler, Norman & Wride, LLC | 8,764 | $1.20M | 0.19% | +608+7.5% | Added |
| Wall Street Access Asset Management, LLC | 8,835 | $1.21M | 0.17% | +4,830+120.6% | Added |
| Gulf International Bank (UK) Ltd | 8,855 | $1.21M | 0.02% | −86−1.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 8,888 | $1.22M | 0.72% | +843+10.5% | Added |
| Avanza Fonder AB | 8,940 | $1.22M | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,990 | $1.23M | 0.05% | +2,460+37.7% | Added |
| Merit Financial Group, LLC | 9,018 | $1.23M | 0.01% | −7,056−43.9% | Reduced |
| TCG Advisory Services, LLC | 9,028 | $1.24M | 0.02% | +1,140+14.5% | Added |
| Mizuho Securities USA LLC | 9,055 | $1.24M | 0.02% | +1,997+28.3% | Added |
| Assenagon Asset Management S.A. | 9,122 | $1.25M | 0.00% | −123,709−93.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,172 | $1.26M | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 9,181 | $1.26M | 0.23% | +374+4.2% | Added |
| EntryPoint Capital, LLC | 9,187 | $1.26M | 0.31% | +7,262+377.2% | Added |
| Alps Advisors Inc | 9,313 | $1.28M | 0.01% | +1,009+12.2% | Added |
| Ninety One SA (PTY) Ltd | 9,638 | $1.30M | 0.07% | +9,638 | New |
| Hantz Financial Services, Inc. | 9,467 | $1.30M | 0.02% | −778−7.6% | Reduced |
| Nomura Holdings Inc | 9,519 | $1.30M | 0.01% | +5,522+138.2% | Added |
| Lazard Asset Management LLC | 9,592 | $1.31M | 0.00% | +2,493+35.1% | Added |
| Wellington Management Group LLP | 9,634 | $1.32M | 0.00% | +242+2.6% | Added |
| Concurrent Investment Advisors, LLC | 9,828 | $1.35M | 0.01% | −3,706−27.4% | Reduced |
| Roundview Capital LLC | 9,843 | $1.35M | 0.07% | −1,896−16.2% | Reduced |
| Simplicity Wealth,LLC | 9,848 | $1.35M | 0.05% | +1,922+24.2% | Added |
| Northstar Asset Management Inc | 9,926 | $1.36M | 0.40% | −7,870−44.2% | Reduced |
| American Trust | 9,930 | $1.36M | 0.10% | +670+7.2% | Added |
| Pacer Advisors, Inc. | 9,959 | $1.36M | 0.00% | −6,296−38.7% | Reduced |
| CVFG LLC | 10,000 | $1.37M | 0.14% | −5,157−34.0% | Reduced |
| CM Management, LLC | 10,000 | $1.37M | 0.87% | +10,000 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,051 | $1.38M | 0.00% | −678,631−98.5% | Reduced |
| South Dakota Investment Council | 10,080 | $1.38M | 0.02% | +5,380+114.5% | Added |
| Prospera Financial Services Inc | 10,299 | $1.41M | 0.02% | +1,487+16.9% | Added |
| Jain Global LLC | 10,555 | $1.45M | 0.02% | +10,555 | New |
| Mraz, Amerine & Associates, Inc. | 10,699 | $1.47M | 0.21% | +200+1.9% | Added |
| Walleye Capital LLC | 10,720 | $1.47M | 0.01% | −16,444−60.5% | Reduced |
| UniSuper Management Pty Ltd | 10,755 | $1.47M | 0.01% | −3,353−23.8% | Reduced |
| Kinneret Advisory, LLC | 10,704 | $1.48M | 0.12% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10,844 | $1.49M | 0.02% | +2,212+25.6% | Added |
| 1832 Asset Management L.P. | 10,856 | $1.49M | 0.00% | +3,582+49.2% | Added |
| Kestra Advisory Services, LLC | 10,866 | $1.49M | 0.00% | −237−2.1% | Reduced |
| Sanctuary Advisors, LLC | 11,030 | $1.51M | 0.01% | −4,796−30.3% | Reduced |
| Siemens Fonds Invest GmbH | 11,046 | $1.51M | 0.07% | +33+0.3% | Added |
| Baker Chad R | 11,080 | $1.52M | 0.24% | +11,080 | New |
| Two Sigma Securities, LLC | 11,170 | $1.53M | 0.13% | +2,113+23.3% | Added |
| Rafferty Asset Management, LLC | 11,185 | $1.53M | 0.00% | +3,586+47.2% | Added |
| Public Employees Retirement Association of Colorado | 11,256 | $1.54M | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 11,303 | $1.55M | 0.01% | +566+5.3% | Added |
| Tributary Capital Management, LLC | 11,376 | $1.56M | 0.13% | +6,559+136.2% | Added |
| Impax Asset Management Group plc | 11,620 | $1.59M | 0.01% | +505+4.5% | Added |
| Appleton Partners Inc | 11,706 | $1.60M | 0.10% | −431−3.6% | Reduced |
| Naples Global Advisors, LLC | 11,699 | $1.61M | 0.10% | +1,580+15.6% | Added |
| Mutual of America Capital Management LLC | 11,920 | $1.63M | 0.02% | −501−4.0% | Reduced |
| Havemeyer Place LP | 12,006 | $1.64M | 0.16% | +12,006 | New |
| Hennessy Advisors Inc | 12,300 | $1.68M | 0.05% | −300−2.4% | Reduced |
| Pinnacle Associates Ltd | 12,393 | $1.70M | 0.02% | +322+2.7% | Added |
| Strengthening Families & Communities, LLC | 12,566 | $1.72M | 0.38% | +239+1.9% | Added |
| Flputnam Investment Management Co | 12,748 | $1.75M | 0.02% | +1,359+11.9% | Added |
| First National Advisers, LLC | 12,856 | $1.76M | 0.25% | −115−0.9% | Reduced |
| Davenport & Co LLC | 13,018 | $1.77M | 0.01% | +1,155+9.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.77M | 0.94% | 00.0% | Unchanged |
| Intrust Bank NA | 12,912 | $1.77M | 0.13% | −412−3.1% | Reduced |
| Voleon Capital Management LP | 12,979 | $1.78M | 0.03% | −5,839−31.0% | Reduced |
| Summit Trail Advisors, LLC | 12,986 | $1.78M | 0.02% | +1,482+12.9% | Added |
| Yousif Capital Management, LLC | 13,000 | $1.78M | 0.02% | −4,268−24.7% | Reduced |
| Fiduciary Trust Co | 13,029 | $1.78M | 0.02% | +2,028+18.4% | Added |
| Thrivent Financial for Lutherans | 13,132 | $1.80M | 0.00% | +4,951+60.5% | Added |
| Blair William & Co | 13,201 | $1.81M | 0.00% | −9,848−42.7% | Reduced |
| Coldstream Capital Management Inc | 13,403 | $1.84M | 0.02% | −63−0.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 13,606 | $1.86M | 0.63% | +2,741+25.2% | Added |
| Magnetar Financial LLC | 13,722 | $1.88M | 0.02% | +13,722 | New |
| Axq Capital, LP | 13,859 | $1.90M | 0.21% | +2,492+21.9% | Added |
| Tilia Fiduciary Partners, Inc. | 13,884 | $1.90M | 0.90% | +652+4.9% | Added |
| OP Asset Management Ltd | 13,889 | $1.90M | 0.02% | +1,597+13.0% | Added |
| Modern Wealth Management, LLC | 13,948 | $1.91M | 0.02% | +105+0.8% | Added |
| Oregon Public Employees Retirement Fund | 14,183 | $1.94M | 0.02% | +800+6.0% | Added |
| Paralel Advisors LLC | 14,218 | $1.95M | 0.08% | +14,218 | New |
| HBK Sorce Advisory LLC | 11,966 | $1.96M | 0.04% | −437−3.5% | Reduced |
| Middleton & Co Inc | 14,360 | $1.97M | 0.21% | −1,310−8.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 14,500 | $1.99M | 0.04% | +1,700+13.3% | Added |
| State of Alaska, Department of Revenue | 14,932 | $2.04M | 0.02% | −683−4.4% | Reduced |
| Horizon Investments, LLC | 14,976 | $2.05M | 0.02% | +844+6.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,062 | $2.06M | 0.01% | −23−0.2% | Reduced |
| GWM Advisors LLC | 15,192 | $2.08M | 0.01% | +180+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 15,197 | $2.08M | 0.02% | −1,069−6.6% | Reduced |
| Oppenheimer Asset Management Inc. | 15,399 | $2.11M | 0.02% | +1,257+8.9% | Added |
| Bleakley Financial Group, LLC | 15,519 | $2.13M | 0.03% | −1,622−9.5% | Reduced |
| Anchor Capital Advisors LLC | 15,681 | $2.15M | 0.06% | −152,538−90.7% | Reduced |
| Core Alternative Capital | 15,991 | $2.19M | 0.66% | −2,677−14.3% | Reduced |
| Ivy Lane Capital Management, LLC | 16,000 | $2.19M | 3.17% | +16,000 | New |
| Nissay Asset Management Corp | 16,078 | $2.20M | 0.01% | +577+3.7% | Added |
| Weiss Asset Management LP | 16,205 | $2.22M | 0.02% | +16,205 | New |