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 |
|---|---|---|---|---|---|
| HFM Investment Advisors, LLC | 5 | $685 | 0.00% | +3+150.0% | Added |
| Allied Private Wealth LLC | 4 | $595 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $548 | 0.00% | −3−42.9% | Reduced |
| Creative Financial Designs Inc | 4 | $548 | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 3 | $414 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $411 | 0.00% | −3−50.0% | Reduced |
| Breakwater Investment Management | 3 | $411 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $411 | 0.00% | +3 | New |
| Tidemark, LLC | 3 | $411 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $282 | 0.00% | −1−33.3% | Reduced |
| Clark Wealth Partners | 2 | $274 | 0.00% | −6−75.0% | Reduced |
| American Capital Advisory, LLC | 2 | $274 | 0.00% | −2−50.0% | Reduced |
| Signature Equity Partners, LLC | 2 | $274 | 0.00% | −1−33.3% | Reduced |
| Provenance Wealth Advisors, LLC | 2 | $274 | 0.00% | +2 | New |
| Investment Research & Advisory Group, Inc. | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 | $137 | 0.00% | −31−96.9% | Reduced |
| Rakuten Securities, Inc. | 1 | $137 | 0.00% | −8−88.9% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $137 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $137 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $137 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 0 | $38 | 0.00% | −17−100.0% | Reduced |
| Financial Consulate, Inc | 0 | $8 | 0.00% | 0 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −865,540−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −402,622−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −297,785−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −258,836−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −68,105−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −44,849−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −43,817−100.0% | Sold out |
| McCollum Christoferson Group LLC | 0 | $0 | 0.00% | −44,183−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −32,041−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −27,048−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,906−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −22,644−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −22,615−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −21,073−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,716−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −9,956−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −9,551−100.0% | Sold out |
| Millington Financial Advisors, LLC | 0 | $0 | 0.00% | −9,905−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −7,913−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,798−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −5,883−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −5,381−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Lord & Richards Wealth Management, LLC | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −2,688−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Arwa LLC | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| SWMG, LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Sunburst Financial Group, LLC | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Lyell Wealth Management, LP | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| 6th Street Advisors, LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −2,094−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −1,907−100.0% | Sold out |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| KFG Wealth Management, LLC | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Burling Wealth Partners, LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Savvy Advisors, Inc. | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| MBE Wealth Management, LLC | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Stonehearth Capital Management, LLC | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Kastel Capital Advisors, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |