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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
Bridges Investment Management Inc1,741$238.4K0.00%−100−5.4%Reduced
Redmond Asset Management, LLC1,741$238.4K0.06%00.0%Unchanged
McMillan Office, Inc.1,742$238.6K0.03%00.0%Unchanged
Baron Wealth Management LLC1,777$243.3K0.06%−126−6.6%Reduced
Camden Capital, LLC1,792$245.4K0.01%+1,792New
Waterloo Capital, L.P.1,796$245.9K0.01%−8,552−82.6%Reduced
Forza Wealth Management, LLC1,800$246.5K0.08%00.0%Unchanged
Bennett Associates Wealth Management1,801$246.6K0.15%+112+6.6%Added
Marco Investment Management LLC1,812$248.2K0.02%00.0%Unchanged
Aberdeen Wealth Management LLC1,814$248.4K0.12%+1,814New
Foundations Investment Advisors, LLC1,814$248.4K0.00%+88+5.1%Added
Independence Bank of Kentucky1,820$249.2K0.03%00.0%Unchanged
EverSource Wealth Advisors, LLC1,821$249.4K0.01%−886−32.7%Reduced
Xxi Wealth, LLC1,823$249.7K0.11%−2,897−61.4%Reduced
CX Institutional1,854$254.0K0.01%+709+61.9%Added
Guardian Wealth Management, Inc.1,854$254.0K0.12%−281−13.2%Reduced
Congress Asset Management Co1,856$254.1K0.00%−76,531−97.6%Reduced
denkapparat Operations GmbH1,864$255.3K0.08%+1,864New
Spire Wealth Management1,876$256.9K0.01%−121−6.1%Reduced
Claret Asset Management Corp1,893$259.0K0.03%+1,893New
Wakefield Asset Management LLLP1,906$261.0K0.06%+1,906New
IFG Advisory, LLC1,919$262.8K0.01%+1,919New
Accurate Wealth Management, LLC1,782$262.9K0.03%+1,782New
Dividend Assets Capital, LLC1,925$263.6K0.05%−388−16.8%Reduced
TCW Group Inc1,939$265.5K0.00%+1+0.1%Added
Groupama Asset Managment1,948$266.3K0.00%00.0%Unchanged
Prosperity Consulting Group, LLC1,947$266.6K0.01%+1,947New
Brookstone Capital Management1,947$266.7K0.00%+37+1.9%Added
Caitlin John, LLC1,955$267.7K0.15%+157+8.7%Added
Rockland Trust Co1,971$269.9K0.01%−357−15.3%Reduced
GeoWealth Management, LLC1,970$269.9K0.01%+511+35.0%Added
Kera Capital Partners, Inc.1,979$271.0K0.03%+1,979New
Strategy Asset Managers LLC1,981$271.3K0.04%+204+11.5%Added
Leeward Financial Partners, LLC2,000$273.9K0.07%00.0%Unchanged
IMC-Chicago, LLC2,001$274.0K0.00%+2,001New
E6 Portfolios, LLC2,006$274.7K0.22%−41−2.0%Reduced
Pinnacle Wealth Management Advisory Group, LLC2,011$275.4K0.02%+494+32.6%Added
R Squared Ltd2,012$275.5K0.14%+2,012New
TD Private Client Wealth LLC2,014$275.9K0.01%−149−6.9%Reduced
United Advisor Group, LLC2,016$276.1K0.03%−1,562−43.7%Reduced
Polymer Capital Management (US) LLC2,019$276.5K0.04%−1,975−49.4%Reduced
Change Path, LLC2,025$277.2K0.01%−584−22.4%Reduced
Dorsey & Whitney Trust CO LLC2,027$277.6K0.01%−74−3.5%Reduced
Zevenbergen Capital Investments LLC2,030$278.0K0.01%−115−5.4%Reduced
Blueshift Asset Management, LLC2,033$278.4K0.06%−939−31.6%Reduced
RiverFront Investment Group, LLC2,054$281.3K0.00%+2,054New
Sowell Financial Services LLC2,054$281.3K0.01%−116−5.3%Reduced
Triangle Securities Wealth Management2,064$282.6K0.06%−1,206−36.9%Reduced
Premier Path Wealth Partners, LLC2,077$284.5K0.03%−742−26.3%Reduced
IFP Advisors, Inc2,107$288.6K0.01%+222+11.8%Added
Vestmark Advisory Solutions, Inc.2,124$290.9K0.00%−2,016−48.7%Reduced
Compass Ion Advisors, LLC2,126$291.1K0.03%−61−2.8%Reduced
Heritage Wealth Advisors2,130$291.7K0.01%00.0%Unchanged
Baker Ellis Asset Management LLC2,131$291.8K0.03%00.0%Unchanged
Mount Yale Investment Advisors, LLC2,150$296.0K0.01%+145+7.2%Added
Chicago Trust Co NA2,169$297.0K0.04%−195−8.2%Reduced
AlphaCore Capital LLC2,165$297.8K0.01%+734+51.3%Added
Miracle Mile Advisors, LLC2,174$297.8K0.00%−239−9.9%Reduced
Counterpoint Mutual Funds LLC2,179$298.4K0.03%−23,738−91.6%Reduced
Oppenheimer & Co Inc2,192$300.2K0.00%−1,574−41.8%Reduced
Atomi Financial Group, Inc.2,229$305.3K0.01%+21+1.0%Added
MONECO Advisors, LLC2,231$305.5K0.02%+360+19.2%Added
Huntington National Bank2,234$306.0K0.00%+423+23.4%Added
Azzad Asset Management Inc2,247$307.7K0.03%+2,247New
Exchange Bank2,250$308.1K0.19%00.0%Unchanged
Second Line Capital, LLC2,155$310.1K0.06%−12,651−85.4%Reduced
StoneX Group Inc.2,178$316.3K0.01%+2,178New
iA Global Asset Management Inc.2,312$317.0K0.00%−4,350−65.3%Reduced
GWN Securities Inc.2,330$319.1K0.05%+559+31.6%Added
Prudential PLC2,336$319.9K0.00%−6,545−73.7%Reduced
SeaBridge Investment Advisors LLC2,344$321.0K0.05%00.0%Unchanged
Argent Trust Co2,353$322.2K0.01%−21−0.9%Reduced
HighPoint Advisor Group LLC2,355$322.5K0.01%+2,355New
Kingswood Wealth Advisors, LLC2,355$322.5K0.01%+2,355New
Buckingham Strategic Partners2,358$323.0K0.00%−1,778−43.0%Reduced
Cary Street Partner Investment Advisory LLC2,366$324.0K0.07%−186−7.3%Reduced
Segment Wealth Management, LLC2,371$324.7K0.02%−54−2.2%Reduced
Equitable Holdings, Inc.2,403$329.1K0.00%−5,619−70.0%Reduced
Optimize Financial Inc2,411$330.2K0.12%−8−0.3%Reduced
Sound Capital Solutions LLC2,411$330.2K0.08%+2,411New
Mirabella Financial Services LLP2,417$331.0K0.03%+45+1.9%Added
Financial Planning Hawaii, Inc.2,426$332.2K0.18%+2,426New
Meiji Yasuda Asset Management Co Ltd.2,467$337.9K0.02%−1,020−29.3%Reduced
Osmosis Investment Management UK Ltd2,476$339.1K0.02%−2,170−46.7%Reduced
Oslo Pensjonsforsikring AS2,492$341.3K0.04%+403+19.3%Added
Aigen Investment Management, LP2,505$343.1K0.09%−7,378−74.7%Reduced
Tema ETFs LLC2,520$345.1K0.01%+954+60.9%Added
Clarus Group, Inc.2,532$346.8K0.12%−248−8.9%Reduced
Advisory Alpha, LLC2,546$348.8K0.01%+424+20.0%Added
MCF Advisors LLC2,579$355.2K0.01%−696−21.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.2,598$355.8K0.00%−985−27.5%Reduced
Eastern Bank2,619$358.7K0.01%+1,000+61.8%Added
Allworth Financial LP2,662$364.5K0.00%+74+2.9%Added
WealthTrust Axiom LLC2,681$367.2K0.08%00.0%Unchanged
Vontobel Holding Ltd.2,688$368.1K0.00%−113−4.0%Reduced
Sompo Asset Management Co., Ltd.2,690$368.4K0.06%+550+25.7%Added
Advisor OS, LLC2,701$369.9K0.02%+1,258+87.2%Added
Kovitz Investment Group Partners, LLC2,708$371.0K0.01%+2,708New
Warren Averett Asset Management, LLC2,711$371.3K0.00%−1,703−38.6%Reduced
Eukles Asset Management2,744$375.8K0.16%−167−5.7%Reduced