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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 2,748 | $376.3K | 0.01% | +2,748 | New |
| Brown Miller Wealth Management, LLC | 2,751 | $376.7K | 0.09% | +90+3.4% | Added |
| Baker Avenue Asset Management, LP | 2,758 | $377.7K | 0.01% | +383+16.1% | Added |
| Impact Partnership Wealth, LLC | 2,759 | $377.8K | 0.04% | +2,759 | New |
| Tobam | 2,759 | $378.0K | 0.09% | +2,759 | New |
| Crestwood Advisors Group LLC | 2,792 | $382.4K | 0.01% | +938+50.6% | Added |
| Private Trust Co NA | 2,825 | $386.9K | 0.03% | +1,271+81.8% | Added |
| Sequoia Financial Advisors, LLC | 2,862 | $392.0K | 0.00% | −1,588−35.7% | Reduced |
| Plato Investment Management Ltd | 2,879 | $392.0K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,867 | $392.6K | 0.07% | +2,867 | New |
| Everence Capital Management Inc | 2,878 | $394.0K | 0.02% | +282+10.9% | Added |
| Simplex Trading, LLC | 2,896 | $396.6K | 0.01% | +1,623+127.5% | Added |
| Rehmann Capital Advisory Group | 2,894 | $397.1K | 0.02% | +83+3.0% | Added |
| Ballentine Partners, LLC | 2,915 | $399.2K | 0.00% | −1,352−31.7% | Reduced |
| Kidder Stephen W | 2,950 | $404.0K | 0.10% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,950 | $404.0K | 0.00% | +2,950 | New |
| Signaturefd, LLC | 2,988 | $409.2K | 0.01% | +739+32.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,999 | $412.5K | 0.04% | +2,999 | New |
| Balyasny Asset Management LLC | 3,029 | $414.8K | 0.00% | +1,286+73.8% | Added |
| Wedmont Private Capital | 2,815 | $415.1K | 0.01% | +705+33.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,035 | $415.6K | 0.13% | +3,035 | New |
| Ellevest, Inc. | 3,049 | $418.0K | 0.05% | +168+5.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,053 | $418.1K | 0.03% | −14−0.5% | Reduced |
| TIAA Wealth Investment Management LLC | 3,056 | $418.5K | 0.00% | −129−4.1% | Reduced |
| Mutual Advisors, LLC | 3,061 | $419.2K | 0.01% | +164+5.7% | Added |
| Paladin Partners, LLC | 3,080 | $421.8K | 0.28% | +30+1.0% | Added |
| Childress Capital Advisors, LLC | 3,129 | $428.5K | 0.07% | +1,210+63.1% | Added |
| Mission Wealth Management, LP | 3,159 | $432.6K | 0.01% | −244−7.2% | Reduced |
| Storgate, LLC | 3,165 | $433.4K | 0.09% | +3,165 | New |
| ABLE Financial Group, LLC | 3,167 | $433.7K | 0.07% | −708−18.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,184 | $435.8K | 0.01% | −1,041,799−99.7% | Reduced |
| Unique Wealth Strategies, LLC | 3,194 | $437.4K | 0.16% | +122+4.0% | Added |
| RSM US Wealth Management LLC | 3,166 | $437.4K | 0.00% | −117−3.6% | Reduced |
| Atlas Legacy Advisors, LLC | 3,226 | $441.8K | 0.07% | −308−8.7% | Reduced |
| Independent Advisor Alliance | 3,241 | $443.8K | 0.01% | −1,762−35.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,254 | $445.7K | 0.19% | −109−3.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,274 | $448.4K | 0.09% | +260+8.6% | Added |
| Brevan Howard Capital Management LP | 3,281 | $449.3K | 0.01% | −3,158−49.0% | Reduced |
| Graham Capital Management, L.P. | 3,327 | $455.6K | 0.01% | −32−1.0% | Reduced |
| Securian Asset Management, Inc | 3,040 | $455.7K | 0.02% | −100−3.2% | Reduced |
| CWS Financial Advisors, LLC | 3,341 | $457.6K | 0.10% | +55+1.7% | Added |
| CSS LLC | 3,350 | $458.8K | 0.02% | +3,350 | New |
| East Coast Asset Management, LLC. | 3,363 | $460.6K | 0.14% | −1,075−24.2% | Reduced |
| D.B. Root & Company, LLC | 3,386 | $463.7K | 0.10% | +86+2.6% | Added |
| Applied Finance Capital Management, LLC | 3,406 | $466.5K | 0.03% | +936+37.9% | Added |
| Silvercrest Asset Management Group LLC | 3,415 | $467.7K | 0.00% | −1,102−24.4% | Reduced |
| Stratos Wealth Partners, LTD. | 3,442 | $471.4K | 0.00% | −15,701−82.0% | Reduced |
| CAPROCK Group, Inc. | 3,393 | $472.7K | 0.01% | +221+7.0% | Added |
| North Dakota State Investment Board | 3,465 | $474.5K | 0.02% | +97+2.9% | Added |
| Sterling Capital Management LLC | 3,470 | $475.2K | 0.01% | +2,353+210.7% | Added |
| Gallacher Capital Management LLC | 3,477 | $476.2K | 0.27% | +718+26.0% | Added |
| MUFG Securities Americas Inc. | 3,484 | $477.1K | 0.02% | +254+7.9% | Added |
| Ritholtz Wealth Management | 3,513 | $481.1K | 0.01% | −432−11.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,516 | $481.5K | 0.01% | +2,096+147.6% | Added |
| Confluence Wealth Services, Inc. | 3,539 | $484.7K | 0.01% | +3,539 | New |
| Ci Investments Inc. | 3,579 | $490.1K | 0.00% | +3,579 | New |
| Chicago Partners Investment Group LLC | 3,396 | $490.4K | 0.01% | +1,164+52.2% | Added |
| SummitTX Capital, L.P. | 3,582 | $490.6K | 0.01% | −4,571−56.1% | Reduced |
| Cynosure Management, LLC | 3,592 | $491.9K | 0.07% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,602 | $493.3K | 0.02% | +15+0.4% | Added |
| AlphaGrep UK Ltd | 3,609 | $494.3K | 0.15% | +313+9.5% | Added |
| Buckhead Capital Management LLC | 3,649 | $499.7K | 0.17% | +50+1.4% | Added |
| Wealthspire Advisors, LLC | 3,684 | $504.5K | 0.00% | +3,684 | New |
| Turtle Creek Wealth Advisors, LLC | 3,692 | $505.6K | 0.03% | +1,888+104.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,708 | $507.8K | 0.01% | −28−0.7% | Reduced |
| Henshaw Capital LLC | 3,738 | $511.9K | 0.02% | +3,738 | New |
| Bradley Foster & Sargent Inc | 3,749 | $513.4K | 0.01% | +74+2.0% | Added |
| DT Investment Partners, LLC | 3,870 | $530.0K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,880 | $531.4K | 0.01% | −20−0.5% | Reduced |
| Park Avenue Securities LLC | 3,900 | $534.0K | 0.00% | −925−19.2% | Reduced |
| Martingale Asset Management L P | 3,904 | $534.7K | 0.01% | −1,524−28.1% | Reduced |
| Raiffeisen Bank International AG | 3,977 | $538.6K | 0.01% | +100+2.6% | Added |
| Coastal Bridge Advisors, LLC | 3,970 | $543.7K | 0.03% | −5−0.1% | Reduced |
| Bank Ozk | 4,000 | $547.8K | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,002 | $548.1K | 0.02% | −8,891−69.0% | Reduced |
| Bridgewater Advisors Inc. | 3,594 | $552.6K | 0.03% | −20−0.6% | Reduced |
| Ancora Advisors, LLC | 4,054 | $555.2K | 0.01% | +3,169+358.1% | Added |
| Empirical Finance, LLC | 4,068 | $557.1K | 0.02% | +134+3.4% | Added |
| Twin Capital Management Inc | 4,152 | $568.6K | 0.06% | +6+0.1% | Added |
| Inceptionr LLC | 4,199 | $575.1K | 0.14% | −1,380−24.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,281 | $586.5K | 0.01% | −2,263−34.6% | Reduced |
| SNS Financial Group, LLC | 4,296 | $588.3K | 0.01% | −1,508−26.0% | Reduced |
| Exchange Traded Concepts, LLC | 4,305 | $589.6K | 0.00% | +958+28.6% | Added |
| Syon Capital LLC | 4,339 | $594.2K | 0.03% | +2,583+147.1% | Added |
| Savant Capital, LLC | 4,396 | $605.2K | 0.00% | −161−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,483 | $613.9K | 0.00% | −221−4.7% | Reduced |
| Lecap Asset Management Ltd | 4,491 | $615.0K | 0.26% | +4,491 | New |
| Bullock Wealth Management Group | 4,386 | $618.2K | 0.27% | −1,579−26.5% | Reduced |
| MUFG Securities EMEA plc | 4,572 | $626.1K | 0.01% | −213−4.5% | Reduced |
| PFG Investments, LLC | 4,589 | $628.4K | 0.02% | +20.0% | Added |
| First Citizens Bank & Trust Co | 4,627 | $633.7K | 0.01% | −136−2.9% | Reduced |
| Wellington Grp LLC | 4,665 | $638.9K | 0.17% | +2,579+123.6% | Added |
| Tokio Marine Asset Management Co Ltd | 4,666 | $639.0K | 0.02% | +393+9.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,686 | $641.7K | 0.01% | +1,866+66.2% | Added |
| ISAM Funds (UK) Ltd | 4,700 | $643.7K | 0.45% | −200−4.1% | Reduced |
| NBC Securities, Inc. | 4,705 | $644.4K | 0.04% | −20−0.4% | Reduced |
| Glenmede Trust Co NA | 4,748 | $650.2K | 0.00% | −1,060−18.3% | Reduced |
| Oxford Asset Management LLP | 4,797 | $656.9K | 0.32% | +3,525+277.1% | Added |
| Jmac Enterprises LLC | 4,800 | $657.4K | 0.11% | +4,800 | New |
| Gen-Wealth Partners Inc | 4,872 | $667.3K | 0.19% | +1,747+55.9% | Added |