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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 9,181 | $1.26M | 0.23% | +374+4.2% | Added |
| Teachers Retirement System of the State of Kentucky | 9,172 | $1.26M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 9,122 | $1.25M | 0.00% | −123,709−93.1% | Reduced |
| Mizuho Securities USA LLC | 9,055 | $1.24M | 0.02% | +1,997+28.3% | Added |
| TCG Advisory Services, LLC | 9,028 | $1.24M | 0.02% | +1,140+14.5% | Added |
| Merit Financial Group, LLC | 9,018 | $1.23M | 0.01% | −7,056−43.9% | Reduced |
| GAMMA Investing LLC | 8,990 | $1.23M | 0.05% | +2,460+37.7% | Added |
| Avanza Fonder AB | 8,940 | $1.22M | 0.03% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 8,888 | $1.22M | 0.72% | +843+10.5% | Added |
| Gulf International Bank (UK) Ltd | 8,855 | $1.21M | 0.02% | −86−1.0% | Reduced |
| Wall Street Access Asset Management, LLC | 8,835 | $1.21M | 0.17% | +4,830+120.6% | Added |
| Kesler, Norman & Wride, LLC | 8,764 | $1.20M | 0.19% | +608+7.5% | Added |
| Pensionmark Financial Group, LLC | 7,364 | $1.19M | 0.02% | +9+0.1% | Added |
| Valley National Advisers Inc | 8,678 | $1.19M | 0.13% | +42+0.5% | Added |
| Catalyst Funds Management Pty Ltd | 8,600 | $1.18M | 0.07% | +8,600 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,469 | $1.16M | 0.00% | −142−1.6% | Reduced |
| Generali Asset Management SPA SGR | 8,234 | $1.13M | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 8,172 | $1.12M | 0.01% | +3,863+89.6% | Added |
| Greenleaf Trust | 8,122 | $1.11M | 0.01% | +381+4.9% | Added |
| Wimmer Associates 1, LLC | 8,023 | $1.10M | 0.50% | −872−9.8% | Reduced |
| Leavell Investment Management, Inc. | 7,936 | $1.09M | 0.04% | −332−4.0% | Reduced |
| Richard W. Paul & Associates, LLC | 7,926 | $1.09M | 0.33% | +7,926 | New |
| Eventide Asset Management, LLC | 7,964 | $1.08M | 0.01% | +7,964 | New |
| Atom Investors LP | 7,739 | $1.06M | 0.09% | +6,397+476.7% | Added |
| Koshinski Asset Management, Inc. | 7,730 | $1.06M | 0.06% | +53+0.7% | Added |
| Farther Finance Advisors, LLC | 7,720 | $1.06M | 0.01% | −1,021−11.7% | Reduced |
| Ofi Invest Asset Management | 7,962 | $1.05M | 0.01% | +2,978+59.8% | Added |
| Norinchukin Bank, The | 7,665 | $1.05M | 0.01% | −763−9.1% | Reduced |
| Intech Investment Management LLC | 7,646 | $1.05M | 0.01% | +522+7.3% | Added |
| Sienna Gestion | 7,598 | $1.04M | 0.06% | +7,598 | New |
| Federation des caisses Desjardins du Quebec | 7,587 | $1.04M | 0.00% | +1,850+32.2% | Added |
| Schroder Investment Management Group | 7,600 | $1.03M | 0.00% | −6,863−47.5% | Reduced |
| Cypress Advisory Group LLC | 7,477 | $1.02M | 0.79% | +301+4.2% | Added |
| Investment Management Corp of Ontario | 7,476 | $1.02M | 0.01% | −42,265−85.0% | Reduced |
| Birch Hill Investment Advisors LLC | 7,425 | $1.02M | 0.04% | −7,370−49.8% | Reduced |
| Sentry LLC | 7,388 | $1.01M | 0.28% | 00.0% | Unchanged |
| Atria Investments LLC | 7,385 | $1.01M | 0.01% | −8,392−53.2% | Reduced |
| Kentucky Retirement Systems | 7,356 | $1.01M | 0.03% | +7,356 | New |
| Knollwood Investment Advisory, LLC | 7,343 | $1.01M | 0.09% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,255 | $994.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,192 | $991.2K | 0.02% | +4,489+166.1% | Added |
| Buttonwood Financial Advisors Inc. | 7,232 | $990.4K | 0.30% | +2,638+57.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,231 | $990.3K | 0.00% | −7,820−52.0% | Reduced |
| Regions Financial Corp | 7,222 | $989.1K | 0.01% | −2,514−25.8% | Reduced |
| Janney Montgomery Scott LLC | 7,210 | $987.0K | 0.00% | −2,713−27.3% | Reduced |
| First National Trust Co | 7,200 | $986.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 6,742 | $976.0K | 0.01% | −315−4.5% | Reduced |
| Atlantic Union Bankshares Corp | 7,091 | $971.1K | 0.02% | −99−1.4% | Reduced |
| Strong Retirement Solutions LLC | 7,071 | $968.4K | 0.58% | −9,721−57.9% | Reduced |
| Boothbay Fund Management, LLC | 7,043 | $964.5K | 0.02% | +823+13.2% | Added |
| Jacobi Capital Management LLC | 7,014 | $960.6K | 0.05% | +597+9.3% | Added |
| Vise Technologies, Inc. | 6,963 | $953.6K | 0.01% | +3,100+80.2% | Added |
| Quadrature Capital Ltd | 6,935 | $949.7K | 0.01% | +2,434+54.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,928 | $948.8K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,922 | $948.0K | 0.01% | +4,348+168.9% | Added |
| Lido Advisors, LLC | 6,838 | $943.4K | 0.00% | −2,718−28.4% | Reduced |
| Adviser Investments LLC | 6,865 | $940.1K | 0.01% | −154−2.2% | Reduced |
| Boyar Asset Management Inc. | 6,853 | $938.5K | 0.54% | −200−2.8% | Reduced |
| Stephens Inc | 6,458 | $937.8K | 0.01% | −202−3.0% | Reduced |
| Metis Global Partners, LLC | 6,805 | $931.9K | 0.02% | +701+11.5% | Added |
| Johnson Investment Counsel Inc | 6,785 | $929.3K | 0.01% | −560−7.6% | Reduced |
| Abn Amro Investment Solutions | 6,750 | $924.4K | 0.01% | −39−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 6,662 | $912.4K | 0.01% | +4,473+204.3% | Added |
| Stoneridge Investment Partners LLC | 5,909 | $910.0K | 0.60% | +5,909 | New |
| Meeder Advisory Services, Inc. | 6,532 | $894.6K | 0.03% | +3,211+96.7% | Added |
| Allspring Global Investments Holdings, LLC | 6,343 | $894.0K | 0.00% | +456+7.7% | Added |
| Excelsior Advisor Network LLC | 6,506 | $891.0K | 0.12% | +6,506 | New |
| Investors Research Corp | 6,425 | $879.9K | 0.16% | +75+1.2% | Added |
| Hartford Investment Management Co | 6,415 | $878.5K | 0.02% | −207−3.1% | Reduced |
| Wealthfront Advisers LLC | 6,385 | $874.4K | 0.00% | −1,654−20.6% | Reduced |
| BHK Investment Advisors, LLC | 6,328 | $866.7K | 0.26% | +1,325+26.5% | Added |
| Omers Administration Corp | 6,239 | $854.4K | 0.01% | +700+12.6% | Added |
| Centiva Capital, LP | 6,233 | $853.6K | 0.03% | +4,681+301.6% | Added |
| PFW Advisors LLC | 6,220 | $851.8K | 0.25% | +6,220 | New |
| Twinbeech Capital LP | 6,211 | $850.6K | 0.15% | −55,472−89.9% | Reduced |
| D. E. Shaw & Co., Inc. | 6,179 | $846.2K | 0.00% | +6,179 | New |
| Alethea Capital Management, LLC | 6,132 | $839.8K | 0.35% | +6,132 | New |
| Integrated Wealth Concepts LLC | 6,129 | $839.4K | 0.01% | −61,129−90.9% | Reduced |
| Bessemer Group Inc | 6,117 | $838.0K | 0.00% | −929−13.2% | Reduced |
| Maryland State Retirement & Pension System | 6,053 | $829.0K | 0.01% | +389+6.9% | Added |
| LMR Partners LLP | 6,018 | $824.2K | 0.01% | +6,018 | New |
| SBI Okasan Asset Management Co.Ltd. | 6,000 | $812.6K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,900 | $808.0K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 5,887 | $806.2K | 0.07% | +4,522+331.3% | Added |
| New Mexico Educational Retirement Board | 5,850 | $801.0K | 0.02% | +500+9.3% | Added |
| Copeland Capital Management, LLC | 5,810 | $795.8K | 0.02% | −1,111−16.1% | Reduced |
| Mirabaud Asset Management Ltd | 5,869 | $794.9K | 0.66% | +2,531+75.8% | Added |
| Summit Financial, LLC | 5,742 | $791.9K | 0.01% | −110−1.9% | Reduced |
| Laird Norton Trust Company, LLC | 5,726 | $789.2K | 0.02% | +583+11.3% | Added |
| HB Wealth Management, LLC | 5,714 | $782.6K | 0.00% | −224−3.8% | Reduced |
| Wilian Securities, LLC | 5,633 | $771.4K | 0.46% | +3,484+162.1% | Added |
| Advocacy Wealth Management Services, LLC | 5,598 | $766.6K | 0.03% | −134−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 5,563 | $761.8K | 0.00% | +301+5.7% | Added |
| Spears Abacus Advisors LLC | 5,557 | $761.0K | 0.01% | −328−5.6% | Reduced |
| Gsa Capital Partners LLP | 5,547 | $760.0K | 0.05% | −7,609−57.8% | Reduced |
| Trueblood Wealth Management, LLC | 5,505 | $754.0K | 0.26% | −1,054−16.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,483 | $751.5K | 0.00% | −109−1.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,461 | $747.9K | 0.00% | −418−7.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,450 | $746.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,437 | $744.6K | 0.00% | −230−4.1% | Reduced |