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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
Hillsdale Investment Management Inc.130$17.8K0.00%+130New
Silver Grove Financial Group, Inc.127$17.4K0.01%+124+4,133.3%Added
Minot DeBlois Advisors LLC125$17.1K0.01%00.0%Unchanged
Valued Wealth Advisors LLC117$16.1K0.01%00.0%Unchanged
WPG Advisers, LLC113$15.5K0.01%−51−31.1%Reduced
Oakworth Capital, Inc.109$15.4K0.00%00.0%Unchanged
Mascoma Wealth Management LLC111$15.2K0.00%00.0%Unchanged
Salomon & Ludwin, LLC107$15.1K0.00%00.0%Unchanged
Fortitude Family Office, LLC106$14.5K0.00%−51−32.5%Reduced
Meramec Financial Planners, LLC94$14.4K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC103$14.1K0.00%−27−20.8%Reduced
Keating Financial Advisory Services, Inc.101$13.8K0.00%+12+13.5%Added
Flagship Wealth Advisors, LLC100$13.7K0.00%00.0%Unchanged
Wolff Wiese Magana LLC100$13.7K0.01%−5−4.8%Reduced
Richardson Capital Management LLC100$13.7K0.01%00.0%Unchanged
Stance Capital LLC100$13.7K0.00%+100New
Asset Planning,Inc99$13.6K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.98$13.4K0.01%+64+188.2%Added
Wealth Enhancement Trust Services, Inc.98$13.4K0.00%+87+790.9%Added
Transamerica Financial Advisors, Inc.96$13.3K0.00%00.0%Unchanged
Cornerstone Planning Group LLC91$13.2K0.00%−19−17.3%Reduced
E Fund Management (Hong Kong) Co., Ltd.96$13.1K0.00%+96New
Fulcrum Asset Management LLP92$12.5K0.00%+92New
Private Wealth Management Group, LLC91$12.4K0.00%−23−20.2%Reduced
Leo H. Evart, Inc.90$12.3K0.01%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
Capital Analysts, LLC88$12.0K0.00%00.0%Unchanged
Meeder Asset Management Inc85$11.6K0.00%+34+66.7%Added
SJS Investment Consulting Inc.83$11.4K0.00%−276−76.9%Reduced
Farmers & Merchants Investments Inc82$11.2K0.00%00.0%Unchanged
S&T Bank81$11.1K0.00%+8+11.0%Added
Tower Trust & Investment Co78$10.7K0.01%00.0%Unchanged
Institute for Wealth Management, LLC.75$10.3K0.00%+75New
Truvestments Capital LLC73$10.0K0.00%−141−65.9%Reduced
Graney & King, LLC70$9.59K0.00%00.0%Unchanged
North Star Investment Management Corp.70$9.59K0.00%+28+66.7%Added
First Horizon Corp69$9.45K0.00%−41−37.3%Reduced
Highline Wealth Partners LLC67$9.18K0.00%+52+346.7%Added
MTM Investment Management, LLC66$9.04K0.00%00.0%Unchanged
Aventura Private Wealth, LLC61$8.35K0.00%00.0%Unchanged
Quarry LP60$8.22K0.00%−747−92.6%Reduced
Coston, McIsaac & Partners64$8.00K0.00%00.0%Unchanged
Avion Wealth59$8.00K0.00%+27+84.4%Added
Rossby Financial, LCC57$7.81K0.00%−4−6.6%Reduced
Bare Financial Services, Inc54$7.40K0.00%+45+500.0%Added
Fortis Group Advisors, LLC53$7.26K0.00%00.0%Unchanged
Cornerstone Financial Management LLC53$7.26K0.01%+41+341.7%Added
Hallmark Capital Management Inc52$7.12K0.00%00.0%Unchanged
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
ZRC Wealth Management, LLC49$6.71K0.00%−67−57.8%Reduced
Virginia Estate & Retirement Planning Advisors Inc.46$6.30K0.01%00.0%Unchanged
Rational Advisors LLC46$6.30K0.00%+7+17.9%Added
Glass Jacobson Investment Advisors llc45$6.16K0.00%00.0%Unchanged
Advocate Investing Services LLC41$5.62K0.00%00.0%Unchanged
Strive Financial Group ,LLC40$5.48K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$5.21K0.00%00.0%Unchanged
Addison Advisors LLC36$4.93K0.00%+22+157.1%Added
CBIZ Investment Advisory Services, LLC29$4.74K0.00%00.0%Unchanged
Kingdom Financial Group LLC.34$4.66K0.00%00.0%Unchanged
Kilter Group LLC32$4.38K0.00%+11+52.4%Added
Ares Financial Consulting, LLC32$4.38K0.00%−45−58.4%Reduced
First Command Advisory Services, Inc.30$4.14K0.00%−342−91.9%Reduced
Strategic Investment Solutions, Inc.30$4.11K0.00%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
JPL Wealth Management, LLC25$3.42K0.00%−20−44.4%Reduced
Brown, Lisle/Cummings, Inc.25$3.42K0.00%00.0%Unchanged
Rialto Wealth Management, LLC24$3.29K0.00%+9+60.0%Added
Sunrise Financial Services, LLC23$3.15K0.00%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
Seneschal Advisors, LLC18$2.47K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$2.46K0.00%−5−21.7%Reduced
Gables Capital Management Inc.17$2.33K0.00%00.0%Unchanged
Sachetta, LLC16$2.19K0.00%+9+128.6%Added
Planning Strategies Inc.16$2.19K0.00%+16New
Johnson Financial Group, Inc.14$1.93K0.00%00.0%Unchanged
J.Safra Asset Management Corp14$1.92K0.00%+14New
UMA Financial Services, Inc.12$1.64K0.00%+4+50.0%Added
Godsey & Gibb Associates11$1.51K0.00%+11New
MJT & Associates Financial Advisory Group, Inc.11$1.51K0.00%+11New
Solstein Capital, LLC11$1.51K0.00%−80−87.9%Reduced
Burk Holdings LLC11$1.51K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$1.37K0.00%−5−33.3%Reduced
Principia Wealth Advisory, LLC10$1.37K0.00%−3−23.1%Reduced
Financial Management Professionals, Inc.9$1.24K0.00%−6−40.0%Reduced
Creative Capital Management Investments LLC9$1.23K0.00%+9New
Basepoint Wealth LLC8$1.12K0.00%00.0%Unchanged
Corsicana & Co.8$1.10K0.00%00.0%Unchanged
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
Dunhill Financial, LLC6$8370.00%+4+200.0%Added
NVWM, LLC6$8220.00%00.0%Unchanged
Quaker Wealth Management, LLC6$8220.00%+5+500.0%Added
Abound Wealth Management5$6850.00%−13−72.2%Reduced
Grove Bank & Trust5$6850.00%−10−66.7%Reduced