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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 19,059 | $2.61M | 0.01% | +2,300+13.7% | Added |
| Candriam Luxembourg S.C.A. | 19,014 | $2.60M | 0.01% | +2,969+18.5% | Added |
| Marshall Wace, LLP | 18,987 | $2.60M | 0.00% | −254,873−93.1% | Reduced |
| ING Groep NV | 18,920 | $2.59M | 0.01% | +18,920 | New |
| Callan Family Office, LLC | 18,765 | $2.57M | 0.05% | +1,727+10.1% | Added |
| Public Sector Pension Investment Board | 18,653 | $2.55M | 0.01% | −116−0.6% | Reduced |
| Signal Advisors Wealth, LLC | 18,413 | $2.52M | 0.13% | −22,106−54.6% | Reduced |
| Ethic Inc. | 18,289 | $2.50M | 0.03% | −3,650−16.6% | Reduced |
| Ensign Peak Advisors, Inc | 18,118 | $2.48M | 0.00% | +364+2.1% | Added |
| Capitolis Liquid Global Markets LLC | 18,000 | $2.47M | 0.01% | +18,000 | New |
| Bryn Mawr Trust Co | 17,822 | $2.44M | 0.05% | +29+0.2% | Added |
| Railway Pension Investments Ltd | 17,700 | $2.42M | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 17,522 | $2.40M | 0.02% | −430−2.4% | Reduced |
| Utah Retirement Systems | 17,507 | $2.40M | 0.02% | −1,410−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,382 | $2.38M | 0.01% | +1,603+10.2% | Added |
| Princeton Global Asset Management LLC | 17,241 | $2.36M | 0.34% | +183+1.1% | Added |
| New York Life Investment Management LLC | 17,224 | $2.36M | 0.02% | −110−0.6% | Reduced |
| British Columbia Investment Management Corp | 17,210 | $2.36M | 0.01% | +1,123+7.0% | Added |
| Parsons Capital Management Inc | 17,033 | $2.33M | 0.11% | −530−3.0% | Reduced |
| Long Road Investment Counsel, LLC | 16,950 | $2.32M | 0.86% | 00.0% | Unchanged |
| Suncoast Equity Management | 16,530 | $2.26M | 0.28% | −1,907−10.3% | Reduced |
| Kensington Investment Counsel, LLC | 16,442 | $2.25M | 0.98% | −3,816−18.8% | Reduced |
| Dark Forest Capital Management LP | 16,235 | $2.22M | 0.14% | +16,235 | New |
| Weiss Asset Management LP | 16,205 | $2.22M | 0.02% | +16,205 | New |
| Nissay Asset Management Corp | 16,078 | $2.20M | 0.01% | +577+3.7% | Added |
| Ivy Lane Capital Management, LLC | 16,000 | $2.19M | 3.17% | +16,000 | New |
| Core Alternative Capital | 15,991 | $2.19M | 0.66% | −2,677−14.3% | Reduced |
| Anchor Capital Advisors LLC | 15,681 | $2.15M | 0.06% | −152,538−90.7% | Reduced |
| Bleakley Financial Group, LLC | 15,519 | $2.13M | 0.03% | −1,622−9.5% | Reduced |
| Oppenheimer Asset Management Inc. | 15,399 | $2.11M | 0.02% | +1,257+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 15,197 | $2.08M | 0.02% | −1,069−6.6% | Reduced |
| GWM Advisors LLC | 15,192 | $2.08M | 0.01% | +180+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,062 | $2.06M | 0.01% | −23−0.2% | Reduced |
| Horizon Investments, LLC | 14,976 | $2.05M | 0.02% | +844+6.0% | Added |
| State of Alaska, Department of Revenue | 14,932 | $2.04M | 0.02% | −683−4.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 14,500 | $1.99M | 0.04% | +1,700+13.3% | Added |
| Middleton & Co Inc | 14,360 | $1.97M | 0.21% | −1,310−8.4% | Reduced |
| HBK Sorce Advisory LLC | 11,966 | $1.96M | 0.04% | −437−3.5% | Reduced |
| Paralel Advisors LLC | 14,218 | $1.95M | 0.08% | +14,218 | New |
| Oregon Public Employees Retirement Fund | 14,183 | $1.94M | 0.02% | +800+6.0% | Added |
| Modern Wealth Management, LLC | 13,948 | $1.91M | 0.02% | +105+0.8% | Added |
| OP Asset Management Ltd | 13,889 | $1.90M | 0.02% | +1,597+13.0% | Added |
| Tilia Fiduciary Partners, Inc. | 13,884 | $1.90M | 0.90% | +652+4.9% | Added |
| Axq Capital, LP | 13,859 | $1.90M | 0.21% | +2,492+21.9% | Added |
| Magnetar Financial LLC | 13,722 | $1.88M | 0.02% | +13,722 | New |
| Wealthedge Investment Advisors, LLC | 13,606 | $1.86M | 0.63% | +2,741+25.2% | Added |
| Coldstream Capital Management Inc | 13,403 | $1.84M | 0.02% | −63−0.5% | Reduced |
| Blair William & Co | 13,201 | $1.81M | 0.00% | −9,848−42.7% | Reduced |
| Thrivent Financial for Lutherans | 13,132 | $1.80M | 0.00% | +4,951+60.5% | Added |
| Fiduciary Trust Co | 13,029 | $1.78M | 0.02% | +2,028+18.4% | Added |
| Yousif Capital Management, LLC | 13,000 | $1.78M | 0.02% | −4,268−24.7% | Reduced |
| Summit Trail Advisors, LLC | 12,986 | $1.78M | 0.02% | +1,482+12.9% | Added |
| Voleon Capital Management LP | 12,979 | $1.78M | 0.03% | −5,839−31.0% | Reduced |
| Intrust Bank NA | 12,912 | $1.77M | 0.13% | −412−3.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.77M | 0.94% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,018 | $1.77M | 0.01% | +1,155+9.7% | Added |
| First National Advisers, LLC | 12,856 | $1.76M | 0.25% | −115−0.9% | Reduced |
| Flputnam Investment Management Co | 12,748 | $1.75M | 0.02% | +1,359+11.9% | Added |
| Strengthening Families & Communities, LLC | 12,566 | $1.72M | 0.38% | +239+1.9% | Added |
| Pinnacle Associates Ltd | 12,393 | $1.70M | 0.02% | +322+2.7% | Added |
| Hennessy Advisors Inc | 12,300 | $1.68M | 0.05% | −300−2.4% | Reduced |
| Havemeyer Place LP | 12,006 | $1.64M | 0.16% | +12,006 | New |
| Mutual of America Capital Management LLC | 11,920 | $1.63M | 0.02% | −501−4.0% | Reduced |
| Naples Global Advisors, LLC | 11,699 | $1.61M | 0.10% | +1,580+15.6% | Added |
| Appleton Partners Inc | 11,706 | $1.60M | 0.10% | −431−3.6% | Reduced |
| Impax Asset Management Group plc | 11,620 | $1.59M | 0.01% | +505+4.5% | Added |
| Tributary Capital Management, LLC | 11,376 | $1.56M | 0.13% | +6,559+136.2% | Added |
| QRG Capital Management, Inc. | 11,303 | $1.55M | 0.01% | +566+5.3% | Added |
| Public Employees Retirement Association of Colorado | 11,256 | $1.54M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 11,185 | $1.53M | 0.00% | +3,586+47.2% | Added |
| Two Sigma Securities, LLC | 11,170 | $1.53M | 0.13% | +2,113+23.3% | Added |
| Baker Chad R | 11,080 | $1.52M | 0.24% | +11,080 | New |
| Siemens Fonds Invest GmbH | 11,046 | $1.51M | 0.07% | +33+0.3% | Added |
| Sanctuary Advisors, LLC | 11,030 | $1.51M | 0.01% | −4,796−30.3% | Reduced |
| Kestra Advisory Services, LLC | 10,866 | $1.49M | 0.00% | −237−2.1% | Reduced |
| 1832 Asset Management L.P. | 10,856 | $1.49M | 0.00% | +3,582+49.2% | Added |
| Principal Securities, Inc. | 10,844 | $1.49M | 0.02% | +2,212+25.6% | Added |
| Kinneret Advisory, LLC | 10,704 | $1.48M | 0.12% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 10,755 | $1.47M | 0.01% | −3,353−23.8% | Reduced |
| Walleye Capital LLC | 10,720 | $1.47M | 0.01% | −16,444−60.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 10,699 | $1.47M | 0.21% | +200+1.9% | Added |
| Jain Global LLC | 10,555 | $1.45M | 0.02% | +10,555 | New |
| Prospera Financial Services Inc | 10,299 | $1.41M | 0.02% | +1,487+16.9% | Added |
| South Dakota Investment Council | 10,080 | $1.38M | 0.02% | +5,380+114.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,051 | $1.38M | 0.00% | −678,631−98.5% | Reduced |
| CVFG LLC | 10,000 | $1.37M | 0.14% | −5,157−34.0% | Reduced |
| CM Management, LLC | 10,000 | $1.37M | 0.87% | +10,000 | New |
| Pacer Advisors, Inc. | 9,959 | $1.36M | 0.00% | −6,296−38.7% | Reduced |
| American Trust | 9,930 | $1.36M | 0.10% | +670+7.2% | Added |
| Northstar Asset Management Inc | 9,926 | $1.36M | 0.40% | −7,870−44.2% | Reduced |
| Simplicity Wealth,LLC | 9,848 | $1.35M | 0.05% | +1,922+24.2% | Added |
| Roundview Capital LLC | 9,843 | $1.35M | 0.07% | −1,896−16.2% | Reduced |
| Concurrent Investment Advisors, LLC | 9,828 | $1.35M | 0.01% | −3,706−27.4% | Reduced |
| Wellington Management Group LLP | 9,634 | $1.32M | 0.00% | +242+2.6% | Added |
| Lazard Asset Management LLC | 9,592 | $1.31M | 0.00% | +2,493+35.1% | Added |
| Nomura Holdings Inc | 9,519 | $1.30M | 0.01% | +5,522+138.2% | Added |
| Hantz Financial Services, Inc. | 9,467 | $1.30M | 0.02% | −778−7.6% | Reduced |
| Ninety One SA (PTY) Ltd | 9,638 | $1.30M | 0.07% | +9,638 | New |
| Alps Advisors Inc | 9,313 | $1.28M | 0.01% | +1,009+12.2% | Added |
| EntryPoint Capital, LLC | 9,187 | $1.26M | 0.31% | +7,262+377.2% | Added |