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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 34,410 | $4.71M | 1.47% | +33,110+2,546.9% | Added |
| Level Four Advisory Services, LLC | 34,441 | $4.72M | 0.13% | +1,251+3.8% | Added |
| Korea Investment CORP | 34,688 | $4.75M | 0.01% | −73,000−67.8% | Reduced |
| Xponance, Inc. | 34,714 | $4.75M | 0.03% | +1,452+4.4% | Added |
| Apollon Wealth Management, LLC | 34,890 | $4.78M | 0.06% | +23,908+217.7% | Added |
| State of New Jersey Common Pension Fund D | 35,082 | $4.80M | 0.02% | −2,883−7.6% | Reduced |
| Fifth Third Bancorp | 35,248 | $4.83M | 0.01% | −29,356−45.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 35,592 | $4.86M | 0.02% | −2,614−6.8% | Reduced |
| Cetera Investment Advisers | 35,523 | $4.86M | 0.00% | −1,604−4.3% | Reduced |
| Bridgewater Associates, LP | 35,752 | $4.90M | 0.02% | +35,752 | New |
| Public Employees Retirement System of Ohio | 35,809 | $4.90M | 0.01% | −1,958−5.2% | Reduced |
| Evexia Wealth LLC | 31,281 | $4.92M | 1.33% | −1,444−4.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 37,047 | $5.07M | 0.02% | −332−0.9% | Reduced |
| Vision Capital Management, Inc. | 37,279 | $5.11M | 0.58% | −619−1.6% | Reduced |
| Crown Oak Advisors, LLC | 38,283 | $5.24M | 2.44% | −131−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,862 | $5.32M | 0.03% | +29,613+320.2% | Added |
| Mariner, LLC | 39,333 | $5.39M | 0.01% | −24,938−38.8% | Reduced |
| US Bancorp | 39,346 | $5.39M | 0.01% | −4,253−9.8% | Reduced |
| TrimTabs Asset Management, LLC | 39,873 | $5.46M | 1.00% | +624+1.6% | Added |
| Pinebridge Investments LLC | 40,610 | $5.56M | 0.05% | −652,055−94.1% | Reduced |
| Santa Monica Partners LP | 40,793 | $5.59M | 3.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 40,945 | $5.61M | 0.07% | +5,246+14.7% | Added |
| Northstar Group, Inc. | 41,228 | $5.65M | 0.73% | +6,438+18.5% | Added |
| Advisors Asset Management, Inc. | 41,352 | $5.66M | 0.09% | −8,858−17.6% | Reduced |
| Nisa Investment Advisors, LLC | 41,239 | $5.69M | 0.02% | −1,060−2.5% | Reduced |
| MML Investors Services, LLC | 41,694 | $5.71M | 0.01% | +8,888+27.1% | Added |
| Nomura Asset Management Co Ltd | 42,151 | $5.77M | 0.01% | +2,797+7.1% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 43,256 | $5.92M | 0.09% | +2,721+6.7% | Added |
| Southernsun Asset Management, LLC | 43,396 | $5.94M | 0.80% | −1,858−4.1% | Reduced |
| Addenda Capital Inc. | 43,646 | $6.02M | 0.16% | −24,272−35.7% | Reduced |
| First National Bank of Omaha | 44,221 | $6.06M | 0.17% | −11,871−21.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 45,285 | $6.20M | 0.01% | +20,536+83.0% | Added |
| STRS Ohio | 45,644 | $6.25M | 0.02% | −3,143−6.4% | Reduced |
| Truist Financial Corp | 47,343 | $6.48M | 0.01% | −14,664−23.6% | Reduced |
| Jones Financial Companies LLLP | 48,098 | $6.63M | 0.00% | +7,019+17.1% | Added |
| Treasurer of the State of North Carolina | 49,119 | $6.73M | 0.02% | −770−1.5% | Reduced |
| American Money Management, LLC | 49,350 | $6.76M | 0.97% | +2,318+4.9% | Added |
| Advisor Group Holdings, Inc. | 49,630 | $6.80M | 0.01% | −66,495−57.3% | Reduced |
| Entropy Technologies, LP | 49,780 | $6.82M | 0.27% | +2,634+5.6% | Added |
| Quantbot Technologies LP | 50,343 | $6.89M | 0.27% | +20,038+66.1% | Added |
| King Luther Capital Management Corp | 50,491 | $6.91M | 0.03% | −7,090−12.3% | Reduced |
| SEI Investments Co | 50,719 | $6.95M | 0.01% | −31,674−38.4% | Reduced |
| Qsemble Capital Management, LP | 50,954 | $6.98M | 0.89% | −2,859−5.3% | Reduced |
| GHP Investment Advisors, Inc. | 50,983 | $6.98M | 0.26% | −1,038−2.0% | Reduced |
| Toronto Dominion Bank | 52,230 | $7.15M | 0.01% | +17,583+50.7% | Added |
| Handelsbanken Fonder AB | 52,586 | $7.20M | 0.02% | +6,189+13.3% | Added |
| TD Asset Management Inc | 52,961 | $7.25M | 0.01% | −51,822−49.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 53,467 | $7.29M | 0.01% | −17,212−24.4% | Reduced |
| Crossmark Global Holdings, Inc. | 53,277 | $7.30M | 0.09% | −1,307−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 53,832 | $7.37M | 0.06% | −106,897−66.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 55,855 | $7.65M | 0.02% | −1,662−2.9% | Reduced |
| Univest Financial Corp | 56,031 | $7.67M | 0.38% | +5,395+10.7% | Added |
| Nykredit A/S | 56,236 | $7.70M | 0.03% | +56,236 | New |
| Prudential Financial Inc | 56,598 | $7.75M | 0.01% | +1,305+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 56,906 | $7.79M | 0.06% | +19,256+51.1% | Added |
| Douglas Lane & Associates, LLC | 57,085 | $7.82M | 0.11% | −4,222−6.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 57,355 | $7.85M | 1.68% | −250−0.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 57,430 | $7.87M | 0.86% | +2,780+5.1% | Added |
| The PNC Financial Services Group, Inc. | 57,577 | $7.89M | 0.00% | +1,880+3.4% | Added |
| Mediolanum International Funds Ltd | 58,634 | $7.94M | 0.07% | +13,797+30.8% | Added |
| Asset Management One Co.,Ltd. | 58,535 | $8.02M | 0.02% | +3,984+7.3% | Added |
| Empowered Funds, LLC | 59,157 | $8.10M | 0.04% | +10,727+22.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 59,344 | $8.13M | 0.16% | +19,133+47.6% | Added |
| Vanguard Investments Australia, Ltd. | 59,440 | $8.14M | 0.02% | +967+1.7% | Added |
| Washington Trust Co | 59,816 | $8.19M | 0.25% | −510−0.8% | Reduced |
| Creative Planning | 61,413 | $8.41M | 0.00% | +9,756+18.9% | Added |
| KLP Kapitalforvaltning AS | 64,300 | $8.86M | 0.03% | +22,900+55.3% | Added |
| Arrowstreet Capital, Limited Partnership | 65,244 | $8.94M | 0.00% | +57,876+785.5% | Added |
| Novare Capital Management LLC | 65,703 | $9.00M | 0.64% | +24,100+57.9% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $9.06M | 0.02% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 66,397 | $9.09M | 1.06% | +3,754+6.0% | Added |
| Danske Bank A/S | 66,567 | $9.12M | 0.02% | +1,700+2.6% | Added |
| Running Oak Capital LLC | 66,426 | $9.12M | 1.56% | −10,423−13.6% | Reduced |
| Nicholas Company, Inc. | 67,479 | $9.24M | 0.17% | −8,955−11.7% | Reduced |
| New York State Common Retirement Fund | 67,662 | $9.27M | 0.01% | −20,200−23.0% | Reduced |
| ProShare Advisors LLC | 67,963 | $9.31M | 0.01% | +11,715+20.8% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 68,921 | $9.44M | 0.13% | −1,058−1.5% | Reduced |
| Dearborn Partners LLC | 69,618 | $9.53M | 0.54% | −12,442−15.2% | Reduced |
| Wendell David Associates Inc | 70,042 | $9.59M | 1.01% | −16,831−19.4% | Reduced |
| National Pension Service | 70,060 | $9.59M | 0.01% | −151,071−68.3% | Reduced |
| Engineers Gate Manager LP | 70,184 | $9.61M | 0.12% | −93,208−57.0% | Reduced |
| McRae Capital Management Inc | 70,604 | $9.67M | 1.90% | +7,832+12.5% | Added |
| La Banque Postale Asset Management SA | 73,475 | $10.1M | 0.10% | +13,260+22.0% | Added |
| Hendershot Investments Inc. | 73,692 | $10.1M | 1.32% | +1,474+2.0% | Added |
| Voya Investment Management LLC | 74,058 | $10.1M | 0.01% | +5,006+7.2% | Added |
| State of Wisconsin Investment Board | 74,875 | $10.3M | 0.02% | +8,353+12.6% | Added |
| Varma Mutual Pension Insurance Co | 75,400 | $10.3M | 0.05% | +24,500+48.1% | Added |
| Mackenzie Financial Corp | 75,418 | $10.3M | 0.01% | −45,657−37.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,342 | $10.5M | 0.05% | −7,300−8.7% | Reduced |
| APG Asset Management N.V. | 88,714 | $10.6M | 0.03% | −686,791−88.6% | Reduced |
| Geneva Capital Management LLC | 81,346 | $11.1M | 0.26% | −5,755−6.6% | Reduced |
| EULAV Asset Management | 86,000 | $11.8M | 0.38% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 87,447 | $12.0M | 0.53% | +87,447 | New |
| CIBC Asset Management Inc | 87,457 | $12.0M | 0.03% | +21,214+32.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 87,672 | $12.0M | 0.03% | −2,999−3.3% | Reduced |
| Bath Savings Trust Co | 88,254 | $12.1M | 1.25% | −19,073−17.8% | Reduced |
| National Bank of Canada | 88,765 | $12.2M | 0.01% | +55,917+170.2% | Added |
| Distillate Capital Partners LLC | 91,721 | $12.6M | 0.65% | +3,317+3.8% | Added |
| Colony Group, LLC | 91,569 | $12.6M | 0.01% | −46,452−33.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 91,706 | $12.6M | 0.02% | −24,698−21.2% | Reduced |