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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
Calamos Advisors LLC0$00.00%−1,435−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−1,434−100.0%Sold out
Safe Harbor Fiduciary, LLC0$00.00%−1,434−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−1,407−100.0%Sold out
Diversify Wealth Management, LLC0$00.00%−1,417−100.0%Sold out
Navigation Group, LLC0$00.00%−1,400−100.0%Sold out
Traphagen Investment Advisors LLC0$00.00%−1,395−100.0%Sold out
Atlas Brown,Inc.0$00.00%−1,370−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−1,393−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−1,349−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−1,342−100.0%Sold out
Winton Group Ltd0$00.00%−1,328−100.0%Sold out
Trust Point Inc.0$00.00%−1,315−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−1,308−100.0%Sold out
Penobscot Investment Management Company, Inc.0$00.00%−1,299−100.0%Sold out
Bull Harbor Capital LLC0$00.00%−1,288−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−1,288−100.0%Sold out
National Asset Management, Inc.0$00.00%−1,275−100.0%Sold out
Fulton Bank, N.A.0$00.00%−1,281−100.0%Sold out
Hunter Perkins Capital Management, LLC0$00.00%−1,236−100.0%Sold out
Sym Financial Corp0$00.00%−1,237−100.0%Sold out
McAdam, LLC0$00.00%−1,233−100.0%Sold out
Resources Management Corp0$00.00%−930−100.0%Sold out
RWM Asset Management, LLC0$00.00%−842−100.0%Sold out
State of Wyoming0$00.00%−706−100.0%Sold out
S.A. Mason LLC0$00.00%−650−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−358−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−328−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−290−100.0%Sold out
Root Financial Partners, LLC0$00.00%−231−100.0%Sold out
Curio Wealth, LLC0$00.00%−202−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−185−100.0%Sold out
Golden State Equity Partners0$00.00%−138−100.0%Sold out
First PREMIER Bank0$00.00%−135−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−87−100.0%Sold out
Swiss Re Ltd0$00.00%−51−100.0%Sold out
Southern Michigan Bank & Trust0$00.00%−50−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−50−100.0%Sold out
Vision Retirement, LLC0$00.00%−50−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−49−100.0%Sold out
First Pacific Financial0$00.00%−47−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−41−100.0%Sold out
Financial Freedom, LLC0$00.00%−40−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−39−100.0%Sold out
Guinness Atkinson Asset Management Inc0$00.00%−36−100.0%Sold out
DAGCO, Inc.0$00.00%−29−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−27−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−22−100.0%Sold out
High Note Wealth, LLC0$00.00%−19−100.0%Sold out
Jackson, Grant Investment Advisers, Inc.0$00.00%−13−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−12−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−11−100.0%Sold out
Maseco LLP0$00.00%−8−100.0%Sold out
Clayton Financial Group LLC0$00.00%−8−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−8−100.0%Sold out
Nvest Wealth Strategies, Inc.0$00.00%−8−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−4−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−6−100.0%Sold out
Aspect Partners, LLC0$00.00%−6−100.0%Sold out
Imprint Wealth LLC0$00.00%−4−100.0%Sold out
Millstone Evans Group, LLC0$00.00%−4−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−3−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−3−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−2−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−2−100.0%Sold out
Napier Financial, LLC0$00.00%−1−100.0%Sold out
1015 Capital Partners, LLC0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Gibbs Wealth Management––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Arcadia Investment Management Corp––––Not filed
Journey Strategic Wealth LLC––––Not filed
Anfield Capital Management, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Trask Adam Roland––––Not filed
McIlrath & Eck, LLC––––Not filed
Red Tortoise LLC––––Not filed