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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 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.

Institutional holdersQ2 2026: 1,023 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2026: $14.9B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Financial Consulate, Inc0$80.00%0New
Retirement Wealth Solutions LLC0$380.00%−17−100.0%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management1$1370.00%−31−96.9%Reduced
Rakuten Securities, Inc.1$1370.00%−8−88.9%Reduced
Maryland Capital Advisors Inc.1$1370.00%+1New
Trifecta Capital Advisors, LLC1$1370.00%+1New
Mosley Wealth Management1$1370.00%+1New
Investment Research & Advisory Group, Inc.1$1380.00%00.0%Unchanged
Clark Wealth Partners2$2740.00%−6−75.0%Reduced
American Capital Advisory, LLC2$2740.00%−2−50.0%Reduced
Signature Equity Partners, LLC2$2740.00%−1−33.3%Reduced
Provenance Wealth Advisors, LLC2$2740.00%+2New
DecisionPoint Financial, LLC2$2820.00%−1−33.3%Reduced
Bay Harbor Wealth Management, LLC3$4110.00%−3−50.0%Reduced
Breakwater Investment Management3$4110.00%00.0%Unchanged
Motco3$4110.00%+3New
Tidemark, LLC3$4110.00%+3New
BOK Financial Private Wealth, Inc.3$4140.00%+3New
Hughes Financial Services, LLC4$5480.00%−3−42.9%Reduced
Creative Financial Designs Inc4$5480.00%+4New
Allied Private Wealth LLC4$5950.00%+4New
Abound Wealth Management5$6850.00%−13−72.2%Reduced
Grove Bank & Trust5$6850.00%−10−66.7%Reduced
HFM Investment Advisors, LLC5$6850.00%+3+150.0%Added
NVWM, LLC6$8220.00%00.0%Unchanged
Quaker Wealth Management, LLC6$8220.00%+5+500.0%Added
Dunhill Financial, LLC6$8370.00%+4+200.0%Added
Triumph Capital Management7$9590.00%−44−86.3%Reduced
Westside Investment Management, Inc.7$9590.00%00.0%Unchanged
Davis Capital Management7$9590.00%+7New
Corsicana & Co.8$1.10K0.00%00.0%Unchanged
Basepoint Wealth LLC8$1.12K0.00%00.0%Unchanged
Creative Capital Management Investments LLC9$1.23K0.00%+9New
Financial Management Professionals, Inc.9$1.24K0.00%−6−40.0%Reduced
DiNuzzo Private Wealth, Inc.10$1.37K0.00%−5−33.3%Reduced
Principia Wealth Advisory, LLC10$1.37K0.00%−3−23.1%Reduced
Solstein Capital, LLC11$1.51K0.00%−80−87.9%Reduced
Burk Holdings LLC11$1.51K0.00%00.0%Unchanged
Godsey & Gibb Associates11$1.51K0.00%+11New
MJT & Associates Financial Advisory Group, Inc.11$1.51K0.00%+11New
UMA Financial Services, Inc.12$1.64K0.00%+4+50.0%Added
J.Safra Asset Management Corp14$1.92K0.00%+14New
Johnson Financial Group, Inc.14$1.93K0.00%00.0%Unchanged
Planning Strategies Inc.16$2.19K0.00%+16New
Sachetta, LLC16$2.19K0.00%+9+128.6%Added
Gables Capital Management Inc.17$2.33K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$2.46K0.00%−5−21.7%Reduced
Seneschal Advisors, LLC18$2.47K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.20$2.74K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.20$2.74K0.00%00.0%Unchanged
Sunrise Financial Services, LLC23$3.15K0.00%00.0%Unchanged
Rialto Wealth Management, LLC24$3.29K0.00%+9+60.0%Added
JPL Wealth Management, LLC25$3.42K0.00%−20−44.4%Reduced
Brown, Lisle/Cummings, Inc.25$3.42K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC27$3.70K0.00%−7−20.6%Reduced
Clear Street Markets LLC27$3.70K0.00%+8+42.1%Added
Strategic Investment Solutions, Inc.30$4.11K0.00%00.0%Unchanged
First Command Advisory Services, Inc.30$4.14K0.00%−342−91.9%Reduced
Ares Financial Consulting, LLC32$4.38K0.00%−45−58.4%Reduced
Kilter Group LLC32$4.38K0.00%+11+52.4%Added
Kingdom Financial Group LLC.34$4.66K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC29$4.74K0.00%00.0%Unchanged
Addison Advisors LLC36$4.93K0.00%+22+157.1%Added
Frazier Financial Advisors, LLC38$5.21K0.00%00.0%Unchanged
Strive Financial Group ,LLC40$5.48K0.00%00.0%Unchanged
Advocate Investing Services LLC41$5.62K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$6.16K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.46$6.30K0.01%00.0%Unchanged
Rational Advisors LLC46$6.30K0.00%+7+17.9%Added
ZRC Wealth Management, LLC49$6.71K0.00%−67−57.8%Reduced
West Branch Capital LLC50$6.85K0.00%00.0%Unchanged
Action Point Financial Planning, LLC51$6.85K0.00%+51New
Burnham & Co LLC50$6.85K0.01%+50New
Hallmark Capital Management Inc52$7.12K0.00%00.0%Unchanged
Fortis Group Advisors, LLC53$7.26K0.00%00.0%Unchanged
Cornerstone Financial Management LLC53$7.26K0.01%+41+341.7%Added
Bare Financial Services, Inc54$7.40K0.00%+45+500.0%Added
Rossby Financial, LCC57$7.81K0.00%−4−6.6%Reduced
Coston, McIsaac & Partners64$8.00K0.00%00.0%Unchanged
Avion Wealth59$8.00K0.00%+27+84.4%Added
Quarry LP60$8.22K0.00%−747−92.6%Reduced
Aventura Private Wealth, LLC61$8.35K0.00%00.0%Unchanged
MTM Investment Management, LLC66$9.04K0.00%00.0%Unchanged
Highline Wealth Partners LLC67$9.18K0.00%+52+346.7%Added
First Horizon Corp69$9.45K0.00%−41−37.3%Reduced
North Star Investment Management Corp.70$9.59K0.00%+28+66.7%Added
Graney & King, LLC70$9.59K0.00%00.0%Unchanged
Truvestments Capital LLC73$10.0K0.00%−141−65.9%Reduced
Institute for Wealth Management, LLC.75$10.3K0.00%+75New
Tower Trust & Investment Co78$10.7K0.01%00.0%Unchanged
S&T Bank81$11.1K0.00%+8+11.0%Added
Farmers & Merchants Investments Inc82$11.2K0.00%00.0%Unchanged
SJS Investment Consulting Inc.83$11.4K0.00%−276−76.9%Reduced
Meeder Asset Management Inc85$11.6K0.00%+34+66.7%Added
Capital Analysts, LLC88$12.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd88$12.1K0.00%−1,153−92.9%Reduced
Gill Capital Partners, LLC88$12.1K0.00%00.0%Unchanged
Leo H. Evart, Inc.90$12.3K0.01%00.0%Unchanged
Private Wealth Management Group, LLC91$12.4K0.00%−23−20.2%Reduced