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 |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 500 | $68.5K | 0.05% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 520 | $71.2K | 0.01% | −34−6.1% | Reduced |
| Versant Capital Management, Inc | 526 | $72.0K | 0.01% | +397+307.8% | Added |
| Whittier Trust Co of Nevada Inc | 502 | $74.6K | 0.00% | −170−25.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 550 | $75.3K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 594 | $81.3K | 0.05% | 00.0% | Unchanged |
| Bayban | 600 | $82.2K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 607 | $83.0K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 615 | $84.2K | 0.01% | −340−35.6% | Reduced |
| Westfuller Advisors, LLC | 615 | $84.9K | 0.03% | +615 | Added |
| Optiver Holding B.V. | 625 | $85.6K | 0.00% | +625 | New |
| Colonial Trust Co | 645 | $88.3K | 0.01% | −328−33.7% | Reduced |
| Geneos Wealth Management Inc. | 645 | $88.3K | 0.00% | −1−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 659 | $90.3K | 0.00% | +577+703.7% | Added |
| Penserra Capital Management LLC | 678 | $92.0K | 0.00% | +17+2.6% | Added |
| Security National Bank | 684 | $93.7K | 0.01% | −16,334−96.0% | Reduced |
| Harbour Investments, Inc. | 692 | $94.8K | 0.00% | +117+20.3% | Added |
| Group One Trading, L.P. | 700 | $95.9K | 0.00% | +700 | New |
| Ronald Blue Trust, Inc. | 704 | $96.3K | 0.00% | −168−19.3% | Reduced |
| TD Waterhouse Canada Inc. | 728 | $102.6K | 0.00% | −48−6.2% | Reduced |
| Raleigh Capital Management Inc. | 766 | $104.9K | 0.03% | −17−2.2% | Reduced |
| Toth Financial Advisory Corp | 770 | $105.5K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 774 | $106.0K | 0.00% | −34,857−97.8% | Reduced |
| Parkside Financial Bank & Trust | 785 | $107.5K | 0.01% | +139+21.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 786 | $108.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 789 | $108.8K | 0.00% | −5−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 797 | $109.2K | 0.01% | −489−38.0% | Reduced |
| Smartleaf Asset Management LLC | 870 | $117.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 878 | $120.3K | 0.02% | −9,452−91.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 882 | $120.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 993 | $136.0K | 0.01% | +900+967.7% | Added |
| Clearstead Advisors, LLC | 1,003 | $137.4K | 0.00% | +865+626.8% | Added |
| Massmutual Trust Co FSB | 1,031 | $141.2K | 0.00% | −11−1.1% | Reduced |
| Hanson & Doremus Investment Management | 1,075 | $147.0K | 0.01% | −75−6.5% | Reduced |
| Key Financial Inc | 1,117 | $153.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,141 | $156.3K | 0.00% | −129−10.2% | Reduced |
| Zions Bancorporation, National Association | 1,184 | $162.1K | 0.01% | −558−32.0% | Reduced |
| Anchor Investment Management, LLC | 1,200 | $164.3K | 0.01% | −300−20.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,205 | $165.0K | 0.06% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,269 | $173.8K | 0.02% | +1,075+554.1% | Added |
| Ameritas Investment Partners, Inc. | 1,272 | $174.2K | 0.00% | −62−4.6% | Reduced |
| Federated Hermes, Inc. | 1,341 | $183.7K | 0.00% | −9,891−88.1% | Reduced |
| Umb Bank N A | 1,357 | $185.8K | 0.00% | +49+3.7% | Added |
| Manning & Napier Advisors LLC | 1,386 | $189.8K | 0.00% | −131−8.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,408 | $192.8K | 0.02% | −147−9.5% | Reduced |
| Central Trust Co | 1,420 | $194.5K | 0.00% | −165−10.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,438 | $196.9K | 0.00% | −345−19.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,465 | $200.6K | 0.04% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,465 | $200.6K | 0.01% | +30+2.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,473 | $201.7K | 0.01% | −71−4.6% | Reduced |
| Kennebec Savings Bank | 1,476 | $202.1K | 0.16% | +876+146.0% | Added |
| Innovative Asset Advisors Group, LLC | 1,486 | $203.8K | 0.09% | +984+196.0% | Added |
| PCM Encore, LLC | 1,490 | $204.1K | 0.04% | +248+20.0% | Added |
| Rasp Wealth Solutions, LLC | 1,492 | $204.3K | 0.07% | +1,492 | New |
| CTC Alternative Strategies, Ltd. | 1,500 | $205.4K | 0.30% | +1,500 | New |
| Global Retirement Partners, LLC | 1,501 | $205.6K | 0.00% | +1,501 | New |
| Shore Point Advisors, LLC | 1,504 | $206.0K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,505 | $206.0K | 0.05% | −1,209−44.5% | Reduced |
| Clark Financial Services Group Inc | 1,509 | $206.7K | 0.10% | −30−1.9% | Reduced |
| Campion Asset Management LLC | 1,544 | $211.5K | 0.13% | 00.0% | Unchanged |
| SHP Wealth Management | 1,546 | $211.7K | 0.01% | +39+2.6% | Added |
| AE Wealth Management LLC | 1,555 | $213.1K | 0.00% | −133−7.9% | Reduced |
| Great Lakes Advisors, LLC | 1,557 | $213.2K | 0.00% | −324−17.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,557 | $213.2K | 0.03% | −175−10.1% | Reduced |
| Washington Trust Bank | 1,560 | $213.6K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,564 | $214.2K | 0.00% | +105+7.2% | Added |
| Prestige Wealth Management Group LLC | 1,554 | $214.3K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,583 | $216.8K | 0.02% | +28+1.8% | Added |
| Advyzon Investment Management, LLC | 1,589 | $217.6K | 0.02% | +48+3.1% | Added |
| NewEdge Wealth, LLC | 1,606 | $219.9K | 0.00% | −967−37.6% | Reduced |
| J. Safra Sarasin Holding AG | 3,198 | $220.1K | 0.00% | +1,167+57.5% | Added |
| Icon Wealth Advisors, LLC | 1,607 | $220.1K | 0.01% | +2+0.1% | Added |
| Fragasso Group Inc. | 1,608 | $220.3K | 0.01% | +215+15.4% | Added |
| Evolve Private Wealth, LLC | 1,600 | $220.7K | 0.01% | −1,434−47.3% | Reduced |
| Lionhunter Capital Management, LLC | 1,624 | $222.4K | 0.10% | +1,624 | New |
| Arkadios Wealth Advisors | 1,624 | $222.5K | 0.00% | −191−10.5% | Reduced |
| Fisher Asset Management, LLC | 1,626 | $222.8K | 0.00% | −645−28.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,629 | $223.1K | 0.00% | +1,629 | New |
| Apella Capital, LLC | 1,506 | $223.8K | 0.00% | +34+2.3% | Added |
| Sigma Planning Corp | 1,636 | $224.1K | 0.01% | +1,636 | New |
| Mystic Asset Management, Inc. | 1,646 | $225.4K | 0.05% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 1,661 | $227.5K | 0.14% | −78−4.5% | Reduced |
| Snowden Capital Advisors LLC | 1,663 | $229.5K | 0.01% | +198+13.5% | Added |
| RMB Capital Management, LLC | 1,656 | $229.7K | 0.00% | −3,448−67.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,680 | $230.1K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,681 | $230.2K | 0.00% | −1,969−53.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,686 | $230.9K | 0.01% | −273−13.9% | Reduced |
| Burton Enright Welch | 1,695 | $232.1K | 0.03% | +14+0.8% | Added |
| Catalyst Financial Partners LLC | 1,697 | $232.4K | 0.02% | +1,697 | New |
| Ifrah Financial Services, Inc. | 1,702 | $233.1K | 0.06% | +11+0.7% | Added |
| Semanteon Capital Management, LP | 1,702 | $233.1K | 1.05% | +1,702 | New |
| Qtron Investments LLC | 1,704 | $233.4K | 0.03% | −300−15.0% | Reduced |
| Krilogy Financial LLC | 1,704 | $233.4K | 0.01% | +329+23.9% | Added |
| Parallel Advisors, LLC | 1,708 | $234.0K | 0.00% | +322+23.2% | Added |
| Clark Capital Management Group, Inc. | 1,709 | $234.0K | 0.00% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,711 | $234.3K | 0.13% | +464+37.2% | Added |
| Sax Wealth Advisors, LLC | 1,445 | $234.7K | 0.01% | +1,445 | New |
| Astoria Portfolio Advisors LLC. | 1,718 | $235.3K | 0.04% | +50+3.0% | Added |
| Diversified Trust Co | 1,727 | $236.6K | 0.00% | +385+28.7% | Added |
| Prosperity Advisers, LLC | 1,718 | $237.0K | 0.17% | 00.0% | Unchanged |