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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 41,228 | $5.65M | 0.73% | +6,438+18.5% | Added |
| XTX Topco Ltd | 40,945 | $5.61M | 0.07% | +5,246+14.7% | Added |
| Santa Monica Partners LP | 40,793 | $5.59M | 3.01% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 40,610 | $5.56M | 0.05% | −652,055−94.1% | Reduced |
| TrimTabs Asset Management, LLC | 39,873 | $5.46M | 1.00% | +624+1.6% | Added |
| US Bancorp | 39,346 | $5.39M | 0.01% | −4,253−9.8% | Reduced |
| Mariner, LLC | 39,333 | $5.39M | 0.01% | −24,938−38.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,862 | $5.32M | 0.03% | +29,613+320.2% | Added |
| Crown Oak Advisors, LLC | 38,283 | $5.24M | 2.44% | −131−0.3% | Reduced |
| Vision Capital Management, Inc. | 37,279 | $5.11M | 0.58% | −619−1.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 37,047 | $5.07M | 0.02% | −332−0.9% | Reduced |
| Evexia Wealth LLC | 31,281 | $4.92M | 1.33% | −1,444−4.4% | Reduced |
| Public Employees Retirement System of Ohio | 35,809 | $4.90M | 0.01% | −1,958−5.2% | Reduced |
| Bridgewater Associates, LP | 35,752 | $4.90M | 0.02% | +35,752 | New |
| Cetera Investment Advisers | 35,523 | $4.86M | 0.00% | −1,604−4.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 35,592 | $4.86M | 0.02% | −2,614−6.8% | Reduced |
| Fifth Third Bancorp | 35,248 | $4.83M | 0.01% | −29,356−45.4% | Reduced |
| State of New Jersey Common Pension Fund D | 35,082 | $4.80M | 0.02% | −2,883−7.6% | Reduced |
| Apollon Wealth Management, LLC | 34,890 | $4.78M | 0.06% | +23,908+217.7% | Added |
| Xponance, Inc. | 34,714 | $4.75M | 0.03% | +1,452+4.4% | Added |
| Korea Investment CORP | 34,688 | $4.75M | 0.01% | −73,000−67.8% | Reduced |
| Level Four Advisory Services, LLC | 34,441 | $4.72M | 0.13% | +1,251+3.8% | Added |
| Hall Laurie J Trustee | 34,410 | $4.71M | 1.47% | +33,110+2,546.9% | Added |
| Mn Services Vermogensbeheer B.V. | 33,706 | $4.62M | 0.03% | −11,600−25.6% | Reduced |
| Arizona State Retirement System | 33,473 | $4.58M | 0.02% | +1,753+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 33,435 | $4.58M | 0.02% | +3,421+11.4% | Added |
| Czech National Bank | 32,921 | $4.51M | 0.02% | +1,125+3.5% | Added |
| HighTower Advisors, LLC | 32,569 | $4.46M | 0.00% | −2,468−7.0% | Reduced |
| Numerai GP LLC | 32,375 | $4.43M | 0.36% | +32,375 | New |
| EFG International AG | 31,773 | $4.35M | 0.08% | −3,841−10.8% | Reduced |
| Boston Trust Walden Corp | 31,533 | $4.32M | 0.03% | −8,496−21.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,250 | $4.31M | 0.01% | −7,727−20.9% | Reduced |
| American Century Companies Inc | 31,266 | $4.28M | 0.00% | −109,531−77.8% | Reduced |
| Elo Mutual Pension Insurance Co | 31,058 | $4.25M | 0.05% | +15,966+105.8% | Added |
| IFM Investors Pty Ltd | 30,924 | $4.24M | 0.03% | +4,013+14.9% | Added |
| Berger Financial Group, Inc | 30,434 | $4.17M | 0.21% | −909−2.9% | Reduced |
| Pathstone Holdings, LLC | 30,083 | $4.14M | 0.01% | +5,685+23.3% | Added |
| Westpac Banking Corp | 30,209 | $4.14M | 0.25% | −853−2.7% | Reduced |
| Motley Fool Asset Management LLC | 30,016 | $4.11M | 0.16% | −1,209−3.9% | Reduced |
| Citizens Financial Group Inc | 29,735 | $4.10M | 0.05% | −832−2.7% | Reduced |
| DnB Asset Management AS | 29,711 | $4.07M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 29,660 | $4.06M | 0.02% | −800−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,570 | $4.05M | 0.21% | −3,396−10.3% | Reduced |
| USS Investment Management Ltd | 29,519 | $4.04M | 0.02% | +699+2.4% | Added |
| Kestra Private Wealth Services, LLC | 29,421 | $4.03M | 0.04% | +373+1.3% | Added |
| Rockefeller Capital Management L.P. | 28,710 | $3.93M | 0.01% | −2,937−9.3% | Reduced |
| JustInvest LLC | 28,439 | $3.89M | 0.03% | +10,184+55.8% | Added |
| ExodusPoint Capital Management, LP | 28,338 | $3.88M | 0.04% | −23,998−45.9% | Reduced |
| Commerce Bank | 28,242 | $3.87M | 0.02% | −61,307−68.5% | Reduced |
| Cerity Partners LLC | 28,030 | $3.84M | 0.00% | −33,776−54.6% | Reduced |
| WSFS Capital Management, LLC | 28,001 | $3.83M | 0.17% | −1,206−4.1% | Reduced |
| D.A. Davidson & Co. | 27,541 | $3.77M | 0.02% | +25,457+1,221.5% | Added |
| Ossiam | 27,415 | $3.75M | 0.05% | +21,658+376.2% | Added |
| BDF-Gestion | 11,171 | $3.74M | 1.12% | −1,257−10.1% | Reduced |
| Aquatic Capital Management LLC | 26,944 | $3.69M | 0.13% | +20,838+341.3% | Added |
| Brown Advisory Inc | 26,942 | $3.69M | 0.01% | −1,315−4.7% | Reduced |
| MetLife Investment Management | 26,451 | $3.62M | 0.02% | −5,601−17.5% | Reduced |
| MAI Capital Management | 26,276 | $3.60M | 0.01% | −1,209−4.4% | Reduced |
| FORA Capital, LLC | 25,967 | $3.56M | 0.24% | +9,804+60.7% | Added |
| First Foundation Advisors | 25,735 | $3.52M | 0.13% | +2,115+9.0% | Added |
| Natixis Advisors, L.P. | 25,664 | $3.51M | 0.00% | −78,844−75.4% | Reduced |
| Occidental Asset Management, LLC | 25,562 | $3.50M | 0.35% | +2,191+9.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,546 | $3.50M | 0.02% | −1,650−6.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 25,500 | $3.49M | 0.03% | +2,700+11.8% | Added |
| Woodline Partners LP | 25,306 | $3.47M | 0.01% | +2,439+10.7% | Added |
| Brady Family Wealth, LLC | 25,244 | $3.46M | 1.00% | −2,541−9.1% | Reduced |
| SEB Asset Management AB | 25,088 | $3.44M | 0.01% | −10,003−28.5% | Reduced |
| Bell Asset Management Ltd | 24,789 | $3.39M | 0.91% | +4,036+19.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,660 | $3.38M | 0.01% | +7,162+40.9% | Added |
| Daiwa Securities Group Inc. | 24,661 | $3.38M | 0.01% | −538−2.1% | Reduced |
| M&T Bank Corp | 24,428 | $3.35M | 0.01% | −302−1.2% | Reduced |
| Retirement Systems of Alabama | 24,297 | $3.33M | 0.01% | −495−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 24,021 | $3.30M | 0.02% | −60,008−71.4% | Reduced |
| Ceera Investments, LLC | 23,694 | $3.24M | 1.38% | +23,694 | New |
| AdvisorShares Investments LLC | 23,589 | $3.23M | 0.39% | −5,303−18.4% | Reduced |
| Mercer Global Advisors Inc | 23,474 | $3.21M | 0.00% | −2,279−8.8% | Reduced |
| Tactive Advisors, LLC | 23,372 | $3.20M | 0.79% | +32+0.1% | Added |
| Marks Group Wealth Management, Inc | 22,956 | $3.14M | 0.27% | −9,203−28.6% | Reduced |
| Allen Capital Group, LLC | 22,789 | $3.12M | 0.26% | +1,526+7.2% | Added |
| Hamilton Point Investment Advisors, LLC | 22,562 | $3.11M | 0.44% | −498−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 22,301 | $3.05M | 0.00% | +1,564+7.5% | Added |
| Bontempo Ohly Capital Mgmt LLC | 22,250 | $3.05M | 1.30% | +524+2.4% | Added |
| Horizon Kinetics Asset Management LLC | 21,706 | $2.97M | 0.03% | −470−2.1% | Reduced |
| Amalgamated Bank | 21,406 | $2.93M | 0.02% | −3,188−13.0% | Reduced |
| Machina Capital S.A.S. | 21,221 | $2.91M | 0.46% | +10,683+101.4% | Added |
| Credit Agricole S A | 21,190 | $2.90M | 0.01% | −4,055−16.1% | Reduced |
| Neuberger Berman Group LLC | 21,119 | $2.89M | 0.00% | +4,678+28.5% | Added |
| BLI - Banque de Luxembourg Investments | 21,017 | $2.85M | 0.10% | +21,017 | New |
| Tower Research Capital LLC (TRC) | 20,547 | $2.81M | 0.07% | +10,585+106.3% | Added |
| State of Tennessee, Treasury Department | 20,305 | $2.78M | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 19,988 | $2.74M | 0.02% | +19,988 | New |
| Caxton Associates LLP | 19,982 | $2.74M | 0.05% | −2,610−11.6% | Reduced |
| Advisory Services Network, LLC | 19,887 | $2.72M | 0.03% | +4,534+29.5% | Added |
| Griffin Asset Management, Inc. | 19,855 | $2.72M | 0.29% | −1,553−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,836 | $2.72M | 0.01% | +2,362+13.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $2.67M | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 19,444 | $2.66M | 0.01% | +6,673+52.3% | Added |
| Burney Co | 19,160 | $2.62M | 0.07% | +38+0.2% | Added |
| Rakuten Investment Management, Inc. | 19,325 | $2.62M | 0.01% | +1,705+9.7% | Added |
| Boston Private Wealth LLC | 19,103 | $2.62M | 0.16% | −1,544−7.5% | Reduced |