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 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | 92 | $12.5K | 0.00% | +92 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 96 | $13.1K | 0.00% | +96 | New |
| Cornerstone Planning Group LLC | 91 | $13.2K | 0.00% | −19−17.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 96 | $13.3K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 98 | $13.4K | 0.01% | +64+188.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 98 | $13.4K | 0.00% | +87+790.9% | Added |
| Asset Planning,Inc | 99 | $13.6K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $13.7K | 0.01% | −5−4.8% | Reduced |
| Richardson Capital Management LLC | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 100 | $13.7K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 101 | $13.8K | 0.00% | +12+13.5% | Added |
| JFS Wealth Advisors, LLC | 103 | $14.1K | 0.00% | −27−20.8% | Reduced |
| Meramec Financial Planners, LLC | 94 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $14.5K | 0.00% | −51−32.5% | Reduced |
| Salomon & Ludwin, LLC | 107 | $15.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $15.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $15.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 113 | $15.5K | 0.01% | −51−31.1% | Reduced |
| Valued Wealth Advisors LLC | 117 | $16.1K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 125 | $17.1K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 127 | $17.4K | 0.01% | +124+4,133.3% | Added |
| Hillsdale Investment Management Inc. | 130 | $17.8K | 0.00% | +130 | New |
| NBH Bank | 138 | $18.9K | 0.01% | +138 | New |
| Osterweis Capital Management Inc | 143 | $19.6K | 0.00% | −56−28.1% | Reduced |
| Salem Investment Counselors Inc | 150 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 154 | $21.0K | 0.01% | −3−1.9% | Reduced |
| Manchester Capital Management LLC | 154 | $21.1K | 0.00% | +47+43.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $21.2K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 155 | $21.2K | 0.01% | +155 | New |
| Harbor Investment Advisory, LLC | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 163 | $22.3K | 0.01% | −301−64.9% | Reduced |
| Activest Wealth Management | 164 | $22.5K | 0.00% | +68+70.8% | Added |
| LRI Investments, LLC | 167 | $22.9K | 0.00% | +151+943.8% | Added |
| Smithfield Trust Co | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 170 | $23.3K | 0.00% | −81−32.3% | Reduced |
| Boreal Capital Management LLC | 170 | $23.4K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 172 | $23.6K | 0.01% | −45−20.7% | Reduced |
| Horizon Financial Services, LLC | 174 | $23.8K | 0.01% | +131+304.7% | Added |
| Hazlett, Burt & Watson, Inc. | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 188 | $25.7K | 0.00% | +188 | New |
| Measured Wealth Private Client Group, LLC | 193 | $26.4K | 0.01% | −161−45.5% | Reduced |
| Security National Bank of So Dak | 193 | $26.4K | 0.01% | +193 | New |
| Lodestone Wealth Management LLC | 194 | $26.6K | 0.01% | −11−5.4% | Reduced |
| Markowski Investments | 198 | $27.1K | 0.01% | +198 | New |
| Webster Bank, N. A. | 203 | $27.8K | 0.00% | −55−21.3% | Reduced |
| CoreCap Advisors, LLC | 203 | $27.8K | 0.00% | +49+31.8% | Added |
| Bell Investment Advisors, Inc | 213 | $29.2K | 0.00% | +129+153.6% | Added |
| Piscataqua Savings Bank | 215 | $29.4K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 220 | $30.1K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 226 | $30.9K | 0.00% | +89+65.0% | Added |
| Bokf, NA | 228 | $31.2K | 0.00% | +35+18.1% | Added |
| NorthAvenue LLC | 229 | $31.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 236 | $32.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 247 | $33.8K | 0.00% | −6−2.4% | Reduced |
| Bangor Savings Bank | 250 | $34.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 250 | $34.2K | 0.01% | +8+3.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $36.0K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 268 | $36.7K | 0.01% | +3+1.1% | Added |
| Financial Network Wealth Advisors LLC | 272 | $37.3K | 0.04% | −118−30.3% | Reduced |
| Cromwell Holdings LLC | 272 | $37.6K | 0.02% | −95−25.9% | Reduced |
| Front Row Advisors LLC | 225 | $38.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 285 | $39.0K | 0.00% | −330−53.7% | Reduced |
| Roble, Belko & Company, Inc | 295 | $40.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 290 | $40.8K | 0.00% | +290 | New |
| Kentucky Trust Co | 300 | $41.1K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 302 | $41.4K | 0.00% | +182+151.7% | Added |
| Montag A & Associates Inc | 300 | $41.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 305 | $41.8K | 0.01% | +305 | New |
| True Wealth Design, LLC | 309 | $42.3K | 0.01% | −66−17.6% | Reduced |
| HM Payson & Co | 310 | $42.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 317 | $43.4K | 0.02% | −5−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 317 | $43.4K | 0.03% | +58+22.4% | Added |
| SBI Securities Co., Ltd. | 328 | $44.9K | 0.00% | +5+1.5% | Added |
| MV Capital Management, Inc. | 337 | $46.2K | 0.00% | −10−2.9% | Reduced |
| Continuum Advisory, LLC | 344 | $47.1K | 0.00% | +344 | New |
| Pinnacle Bancorp, Inc. | 354 | $48.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 364 | $49.9K | 0.00% | −3−0.8% | Reduced |
| St Germain D J Co Inc | 374 | $51.2K | 0.00% | −29−7.2% | Reduced |
| Global X Japan Co., Ltd. | 376 | $51.5K | 0.00% | +53+16.4% | Added |
| TFC Financial Management | 376 | $51.5K | 0.01% | +372+9,300.0% | Added |
| Quent Capital, LLC | 381 | $52.2K | 0.00% | −142−27.2% | Reduced |
| Trust Co of Vermont | 386 | $52.9K | 0.00% | +386 | New |
| Capital Advisors, Ltd. LLC | 392 | $54.0K | 0.01% | −2−0.5% | Reduced |
| Atlantic Trust, LLC | 395 | $54.1K | 0.01% | −50−11.2% | Reduced |
| City State Bank | 402 | $55.1K | 0.01% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 405 | $55.5K | 0.00% | −365−47.4% | Reduced |
| Armstrong Advisory Group, Inc | 414 | $56.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 428 | $58.6K | 0.00% | +8+1.9% | Added |
| Acadian Asset Management LLC | 438 | $59.0K | 0.00% | 00.0% | Unchanged |
| Corient IA LLC | 440 | $60.3K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 450 | $61.6K | 0.01% | −1−0.2% | Reduced |
| Cary Street Partners Financial LLC | 460 | $63.0K | 0.00% | −31−6.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 478 | $65.5K | 0.00% | −2−0.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 478 | $65.5K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 482 | $66.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 494 | $67.7K | 0.00% | −1,826−78.7% | Reduced |
| Covestor Ltd | 496 | $68.0K | 0.04% | +177+55.5% | Added |
| Cape Investment Advisory, Inc. | 497 | $68.1K | 0.02% | +497 | New |
| Board of the Pension Protection Fund | 500 | $68.5K | 0.06% | −5,500−91.7% | Reduced |