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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 5,424 | $742.8K | 0.01% | −457−7.8% | Reduced |
| Ostrum Asset Management | 5,399 | $739.4K | 0.04% | +1,951+56.6% | Added |
| Brinker Capital Investments, LLC | 5,395 | $738.9K | 0.01% | +1,021+23.3% | Added |
| Cedar Mountain Advisors, LLC | 5,387 | $737.7K | 0.13% | +4+0.1% | Added |
| Larson Financial Group LLC | 5,384 | $737.4K | 0.02% | +1,460+37.2% | Added |
| Guardian Wealth Advisors, LLC | 5,342 | $734.1K | 0.04% | −9,455−63.9% | Reduced |
| V-Square Quantitative Management LLC | 5,345 | $732.0K | 0.07% | +857+19.1% | Added |
| Lee Financial Co | 5,325 | $730.1K | 0.09% | −3,288−38.2% | Reduced |
| Western Wealth Management, LLC | 5,251 | $719.1K | 0.02% | −651−11.0% | Reduced |
| Vident Advisory, LLC | 5,250 | $719.0K | 0.01% | −341−6.1% | Reduced |
| Vanguard National Trust Co | 5,245 | $718.3K | 0.04% | +1,245+31.1% | Added |
| Vestcor Inc | 5,217 | $714.0K | 0.02% | −1,438−21.6% | Reduced |
| 111 Capital | 5,187 | $710.4K | 0.12% | +3,160+155.9% | Added |
| Union Bancaire Privee, UBP SA | 5,114 | $705.4K | 0.01% | +189+3.8% | Added |
| Keybank National Association | 5,135 | $703.2K | 0.00% | +1,384+36.9% | Added |
| Ashton Thomas Private Wealth, LLC | 5,129 | $702.4K | 0.01% | −275−5.1% | Reduced |
| Biltmore Family Office, LLC | 5,077 | $700.2K | 0.09% | −3−0.1% | Reduced |
| Rothschild Investment LLC | 5,095 | $697.8K | 0.03% | +3,170+164.7% | Added |
| Logan Capital Management Inc | 5,000 | $684.8K | 0.03% | +5,000 | New |
| TCTC Holdings, LLC | 4,947 | $677.5K | 0.02% | −650−11.6% | Reduced |
| Allstate Corp | 4,924 | $674.3K | 0.01% | −11,523−70.1% | Reduced |
| Brighton Jones LLC | 4,914 | $673.0K | 0.01% | −3,281−40.0% | Reduced |
| Morningstar Investment Management LLC | 4,114 | $668.4K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,872 | $667.3K | 0.19% | +1,747+55.9% | Added |
| Jmac Enterprises LLC | 4,800 | $657.4K | 0.11% | +4,800 | New |
| Oxford Asset Management LLP | 4,797 | $656.9K | 0.32% | +3,525+277.1% | Added |
| Glenmede Trust Co NA | 4,748 | $650.2K | 0.00% | −1,060−18.3% | Reduced |
| NBC Securities, Inc. | 4,705 | $644.4K | 0.04% | −20−0.4% | Reduced |
| ISAM Funds (UK) Ltd | 4,700 | $643.7K | 0.45% | −200−4.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,686 | $641.7K | 0.01% | +1,866+66.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,666 | $639.0K | 0.02% | +393+9.2% | Added |
| Wellington Grp LLC | 4,665 | $638.9K | 0.17% | +2,579+123.6% | Added |
| First Citizens Bank & Trust Co | 4,627 | $633.7K | 0.01% | −136−2.9% | Reduced |
| PFG Investments, LLC | 4,589 | $628.4K | 0.02% | +20.0% | Added |
| MUFG Securities EMEA plc | 4,572 | $626.1K | 0.01% | −213−4.5% | Reduced |
| Bullock Wealth Management Group | 4,386 | $618.2K | 0.27% | −1,579−26.5% | Reduced |
| Lecap Asset Management Ltd | 4,491 | $615.0K | 0.26% | +4,491 | New |
| Envestnet Portfolio Solutions, Inc. | 4,483 | $613.9K | 0.00% | −221−4.7% | Reduced |
| Savant Capital, LLC | 4,396 | $605.2K | 0.00% | −161−3.5% | Reduced |
| Syon Capital LLC | 4,339 | $594.2K | 0.03% | +2,583+147.1% | Added |
| Exchange Traded Concepts, LLC | 4,305 | $589.6K | 0.00% | +958+28.6% | Added |
| SNS Financial Group, LLC | 4,296 | $588.3K | 0.01% | −1,508−26.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,281 | $586.5K | 0.01% | −2,263−34.6% | Reduced |
| Inceptionr LLC | 4,199 | $575.1K | 0.14% | −1,380−24.7% | Reduced |
| Twin Capital Management Inc | 4,152 | $568.6K | 0.06% | +6+0.1% | Added |
| Empirical Finance, LLC | 4,068 | $557.1K | 0.02% | +134+3.4% | Added |
| Ancora Advisors, LLC | 4,054 | $555.2K | 0.01% | +3,169+358.1% | Added |
| Bridgewater Advisors Inc. | 3,594 | $552.6K | 0.03% | −20−0.6% | Reduced |
| Quadrant Capital Group LLC | 4,002 | $548.1K | 0.02% | −8,891−69.0% | Reduced |
| Bank Ozk | 4,000 | $547.8K | 0.16% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,970 | $543.7K | 0.03% | −5−0.1% | Reduced |
| Raiffeisen Bank International AG | 3,977 | $538.6K | 0.01% | +100+2.6% | Added |
| Martingale Asset Management L P | 3,904 | $534.7K | 0.01% | −1,524−28.1% | Reduced |
| Park Avenue Securities LLC | 3,900 | $534.0K | 0.00% | −925−19.2% | Reduced |
| Welch & Forbes LLC | 3,880 | $531.4K | 0.01% | −20−0.5% | Reduced |
| DT Investment Partners, LLC | 3,870 | $530.0K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,749 | $513.4K | 0.01% | +74+2.0% | Added |
| Henshaw Capital LLC | 3,738 | $511.9K | 0.02% | +3,738 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,708 | $507.8K | 0.01% | −28−0.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,692 | $505.6K | 0.03% | +1,888+104.7% | Added |
| Wealthspire Advisors, LLC | 3,684 | $504.5K | 0.00% | +3,684 | New |
| Buckhead Capital Management LLC | 3,649 | $499.7K | 0.17% | +50+1.4% | Added |
| AlphaGrep UK Ltd | 3,609 | $494.3K | 0.15% | +313+9.5% | Added |
| Accredited Investors Inc. | 3,602 | $493.3K | 0.02% | +15+0.4% | Added |
| Cynosure Management, LLC | 3,592 | $491.9K | 0.07% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 3,582 | $490.6K | 0.01% | −4,571−56.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,396 | $490.4K | 0.01% | +1,164+52.2% | Added |
| Ci Investments Inc. | 3,579 | $490.1K | 0.00% | +3,579 | New |
| Confluence Wealth Services, Inc. | 3,539 | $484.7K | 0.01% | +3,539 | New |
| OpenArc Corporate Advisory, LLC | 3,516 | $481.5K | 0.01% | +2,096+147.6% | Added |
| Ritholtz Wealth Management | 3,513 | $481.1K | 0.01% | −432−11.0% | Reduced |
| MUFG Securities Americas Inc. | 3,484 | $477.1K | 0.02% | +254+7.9% | Added |
| Gallacher Capital Management LLC | 3,477 | $476.2K | 0.27% | +718+26.0% | Added |
| Sterling Capital Management LLC | 3,470 | $475.2K | 0.01% | +2,353+210.7% | Added |
| North Dakota State Investment Board | 3,465 | $474.5K | 0.02% | +97+2.9% | Added |
| CAPROCK Group, Inc. | 3,393 | $472.7K | 0.01% | +221+7.0% | Added |
| Stratos Wealth Partners, LTD. | 3,442 | $471.4K | 0.00% | −15,701−82.0% | Reduced |
| Silvercrest Asset Management Group LLC | 3,415 | $467.7K | 0.00% | −1,102−24.4% | Reduced |
| Applied Finance Capital Management, LLC | 3,406 | $466.5K | 0.03% | +936+37.9% | Added |
| D.B. Root & Company, LLC | 3,386 | $463.7K | 0.10% | +86+2.6% | Added |
| East Coast Asset Management, LLC. | 3,363 | $460.6K | 0.14% | −1,075−24.2% | Reduced |
| CSS LLC | 3,350 | $458.8K | 0.02% | +3,350 | New |
| CWS Financial Advisors, LLC | 3,341 | $457.6K | 0.10% | +55+1.7% | Added |
| Securian Asset Management, Inc | 3,040 | $455.7K | 0.02% | −100−3.2% | Reduced |
| Graham Capital Management, L.P. | 3,327 | $455.6K | 0.01% | −32−1.0% | Reduced |
| Brevan Howard Capital Management LP | 3,281 | $449.3K | 0.01% | −3,158−49.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,274 | $448.4K | 0.09% | +260+8.6% | Added |
| Smallwood Wealth Investment Management, LLC | 3,254 | $445.7K | 0.19% | −109−3.2% | Reduced |
| Independent Advisor Alliance | 3,241 | $443.8K | 0.01% | −1,762−35.2% | Reduced |
| Atlas Legacy Advisors, LLC | 3,226 | $441.8K | 0.07% | −308−8.7% | Reduced |
| RSM US Wealth Management LLC | 3,166 | $437.4K | 0.00% | −117−3.6% | Reduced |
| Unique Wealth Strategies, LLC | 3,194 | $437.4K | 0.16% | +122+4.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 3,184 | $435.8K | 0.01% | −1,041,799−99.7% | Reduced |
| ABLE Financial Group, LLC | 3,167 | $433.7K | 0.07% | −708−18.3% | Reduced |
| Storgate, LLC | 3,165 | $433.4K | 0.09% | +3,165 | New |
| Mission Wealth Management, LP | 3,159 | $432.6K | 0.01% | −244−7.2% | Reduced |
| Childress Capital Advisors, LLC | 3,129 | $428.5K | 0.07% | +1,210+63.1% | Added |
| Paladin Partners, LLC | 3,080 | $421.8K | 0.28% | +30+1.0% | Added |
| Mutual Advisors, LLC | 3,061 | $419.2K | 0.01% | +164+5.7% | Added |
| TIAA Wealth Investment Management LLC | 3,056 | $418.5K | 0.00% | −129−4.1% | Reduced |