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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 3,053 | $418.1K | 0.03% | −14−0.5% | Reduced |
| Ellevest, Inc. | 3,049 | $418.0K | 0.05% | +168+5.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,035 | $415.6K | 0.13% | +3,035 | New |
| Wedmont Private Capital | 2,815 | $415.1K | 0.01% | +705+33.4% | Added |
| Balyasny Asset Management LLC | 3,029 | $414.8K | 0.00% | +1,286+73.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,999 | $412.5K | 0.04% | +2,999 | New |
| Signaturefd, LLC | 2,988 | $409.2K | 0.01% | +739+32.9% | Added |
| Kidder Stephen W | 2,950 | $404.0K | 0.10% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,950 | $404.0K | 0.00% | +2,950 | New |
| Ballentine Partners, LLC | 2,915 | $399.2K | 0.00% | −1,352−31.7% | Reduced |
| Rehmann Capital Advisory Group | 2,894 | $397.1K | 0.02% | +83+3.0% | Added |
| Simplex Trading, LLC | 2,896 | $396.6K | 0.01% | +1,623+127.5% | Added |
| Everence Capital Management Inc | 2,878 | $394.0K | 0.02% | +282+10.9% | Added |
| Abel Hall, LLC | 2,867 | $392.6K | 0.07% | +2,867 | New |
| Plato Investment Management Ltd | 2,879 | $392.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,862 | $392.0K | 0.00% | −1,588−35.7% | Reduced |
| Private Trust Co NA | 2,825 | $386.9K | 0.03% | +1,271+81.8% | Added |
| Crestwood Advisors Group LLC | 2,792 | $382.4K | 0.01% | +938+50.6% | Added |
| Tobam | 2,759 | $378.0K | 0.09% | +2,759 | New |
| Impact Partnership Wealth, LLC | 2,759 | $377.8K | 0.04% | +2,759 | New |
| Baker Avenue Asset Management, LP | 2,758 | $377.7K | 0.01% | +383+16.1% | Added |
| Brown Miller Wealth Management, LLC | 2,751 | $376.7K | 0.09% | +90+3.4% | Added |
| Axxcess Wealth Management, LLC | 2,748 | $376.3K | 0.01% | +2,748 | New |
| Eukles Asset Management | 2,744 | $375.8K | 0.16% | −167−5.7% | Reduced |
| Warren Averett Asset Management, LLC | 2,711 | $371.3K | 0.00% | −1,703−38.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,708 | $371.0K | 0.01% | +2,708 | New |
| Advisor OS, LLC | 2,701 | $369.9K | 0.02% | +1,258+87.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,690 | $368.4K | 0.06% | +550+25.7% | Added |
| Vontobel Holding Ltd. | 2,688 | $368.1K | 0.00% | −113−4.0% | Reduced |
| WealthTrust Axiom LLC | 2,681 | $367.2K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 2,662 | $364.5K | 0.00% | +74+2.9% | Added |
| Eastern Bank | 2,619 | $358.7K | 0.01% | +1,000+61.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,598 | $355.8K | 0.00% | −985−27.5% | Reduced |
| MCF Advisors LLC | 2,579 | $355.2K | 0.01% | −696−21.3% | Reduced |
| Advisory Alpha, LLC | 2,546 | $348.8K | 0.01% | +424+20.0% | Added |
| Clarus Group, Inc. | 2,532 | $346.8K | 0.12% | −248−8.9% | Reduced |
| Tema ETFs LLC | 2,520 | $345.1K | 0.01% | +954+60.9% | Added |
| Aigen Investment Management, LP | 2,505 | $343.1K | 0.09% | −7,378−74.7% | Reduced |
| Oslo Pensjonsforsikring AS | 2,492 | $341.3K | 0.04% | +403+19.3% | Added |
| Osmosis Investment Management UK Ltd | 2,476 | $339.1K | 0.02% | −2,170−46.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,467 | $337.9K | 0.02% | −1,020−29.3% | Reduced |
| Financial Planning Hawaii, Inc. | 2,426 | $332.2K | 0.18% | +2,426 | New |
| Mirabella Financial Services LLP | 2,417 | $331.0K | 0.03% | +45+1.9% | Added |
| Optimize Financial Inc | 2,411 | $330.2K | 0.12% | −8−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,411 | $330.2K | 0.08% | +2,411 | New |
| Equitable Holdings, Inc. | 2,403 | $329.1K | 0.00% | −5,619−70.0% | Reduced |
| Segment Wealth Management, LLC | 2,371 | $324.7K | 0.02% | −54−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,366 | $324.0K | 0.07% | −186−7.3% | Reduced |
| Buckingham Strategic Partners | 2,358 | $323.0K | 0.00% | −1,778−43.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,355 | $322.5K | 0.01% | +2,355 | New |
| HighPoint Advisor Group LLC | 2,355 | $322.5K | 0.01% | +2,355 | New |
| Argent Trust Co | 2,353 | $322.2K | 0.01% | −21−0.9% | Reduced |
| SeaBridge Investment Advisors LLC | 2,344 | $321.0K | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 2,336 | $319.9K | 0.00% | −6,545−73.7% | Reduced |
| GWN Securities Inc. | 2,330 | $319.1K | 0.05% | +559+31.6% | Added |
| iA Global Asset Management Inc. | 2,312 | $317.0K | 0.00% | −4,350−65.3% | Reduced |
| StoneX Group Inc. | 2,178 | $316.3K | 0.01% | +2,178 | New |
| Second Line Capital, LLC | 2,155 | $310.1K | 0.06% | −12,651−85.4% | Reduced |
| Exchange Bank | 2,250 | $308.1K | 0.19% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,247 | $307.7K | 0.03% | +2,247 | New |
| Huntington National Bank | 2,234 | $306.0K | 0.00% | +423+23.4% | Added |
| MONECO Advisors, LLC | 2,231 | $305.5K | 0.02% | +360+19.2% | Added |
| Atomi Financial Group, Inc. | 2,229 | $305.3K | 0.01% | +21+1.0% | Added |
| Oppenheimer & Co Inc | 2,192 | $300.2K | 0.00% | −1,574−41.8% | Reduced |
| Counterpoint Mutual Funds LLC | 2,179 | $298.4K | 0.03% | −23,738−91.6% | Reduced |
| Miracle Mile Advisors, LLC | 2,174 | $297.8K | 0.00% | −239−9.9% | Reduced |
| AlphaCore Capital LLC | 2,165 | $297.8K | 0.01% | +734+51.3% | Added |
| Chicago Trust Co NA | 2,169 | $297.0K | 0.04% | −195−8.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,150 | $296.0K | 0.01% | +145+7.2% | Added |
| Baker Ellis Asset Management LLC | 2,131 | $291.8K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,130 | $291.7K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,126 | $291.1K | 0.03% | −61−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,124 | $290.9K | 0.00% | −2,016−48.7% | Reduced |
| IFP Advisors, Inc | 2,107 | $288.6K | 0.01% | +222+11.8% | Added |
| Premier Path Wealth Partners, LLC | 2,077 | $284.5K | 0.03% | −742−26.3% | Reduced |
| Triangle Securities Wealth Management | 2,064 | $282.6K | 0.06% | −1,206−36.9% | Reduced |
| Sowell Financial Services LLC | 2,054 | $281.3K | 0.01% | −116−5.3% | Reduced |
| RiverFront Investment Group, LLC | 2,054 | $281.3K | 0.00% | +2,054 | New |
| Blueshift Asset Management, LLC | 2,033 | $278.4K | 0.06% | −939−31.6% | Reduced |
| Zevenbergen Capital Investments LLC | 2,030 | $278.0K | 0.01% | −115−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,027 | $277.6K | 0.01% | −74−3.5% | Reduced |
| Change Path, LLC | 2,025 | $277.2K | 0.01% | −584−22.4% | Reduced |
| Polymer Capital Management (US) LLC | 2,019 | $276.5K | 0.04% | −1,975−49.4% | Reduced |
| United Advisor Group, LLC | 2,016 | $276.1K | 0.03% | −1,562−43.7% | Reduced |
| TD Private Client Wealth LLC | 2,014 | $275.9K | 0.01% | −149−6.9% | Reduced |
| R Squared Ltd | 2,012 | $275.5K | 0.14% | +2,012 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,011 | $275.4K | 0.02% | +494+32.6% | Added |
| E6 Portfolios, LLC | 2,006 | $274.7K | 0.22% | −41−2.0% | Reduced |
| IMC-Chicago, LLC | 2,001 | $274.0K | 0.00% | +2,001 | New |
| Leeward Financial Partners, LLC | 2,000 | $273.9K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,981 | $271.3K | 0.04% | +204+11.5% | Added |
| Kera Capital Partners, Inc. | 1,979 | $271.0K | 0.03% | +1,979 | New |
| GeoWealth Management, LLC | 1,970 | $269.9K | 0.01% | +511+35.0% | Added |
| Rockland Trust Co | 1,971 | $269.9K | 0.01% | −357−15.3% | Reduced |
| Caitlin John, LLC | 1,955 | $267.7K | 0.15% | +157+8.7% | Added |
| Brookstone Capital Management | 1,947 | $266.7K | 0.00% | +37+1.9% | Added |
| Prosperity Consulting Group, LLC | 1,947 | $266.6K | 0.01% | +1,947 | New |
| Groupama Asset Managment | 1,948 | $266.3K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 1,939 | $265.5K | 0.00% | +1+0.1% | Added |
| Dividend Assets Capital, LLC | 1,925 | $263.6K | 0.05% | −388−16.8% | Reduced |