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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.

Institutional holdersQ2 2026: 1,023 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2026: $14.9B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Accurate Wealth Management, LLC1,782$262.9K0.03%+1,782New
IFG Advisory, LLC1,919$262.8K0.01%+1,919New
Wakefield Asset Management LLLP1,906$261.0K0.06%+1,906New
Claret Asset Management Corp1,893$259.0K0.03%+1,893New
Spire Wealth Management1,876$256.9K0.01%−121−6.1%Reduced
denkapparat Operations GmbH1,864$255.3K0.08%+1,864New
Congress Asset Management Co1,856$254.1K0.00%−76,531−97.6%Reduced
Guardian Wealth Management, Inc.1,854$254.0K0.12%−281−13.2%Reduced
CX Institutional1,854$254.0K0.01%+709+61.9%Added
Xxi Wealth, LLC1,823$249.7K0.11%−2,897−61.4%Reduced
EverSource Wealth Advisors, LLC1,821$249.4K0.01%−886−32.7%Reduced
Independence Bank of Kentucky1,820$249.2K0.03%00.0%Unchanged
Foundations Investment Advisors, LLC1,814$248.4K0.00%+88+5.1%Added
Aberdeen Wealth Management LLC1,814$248.4K0.12%+1,814New
Marco Investment Management LLC1,812$248.2K0.02%00.0%Unchanged
Bennett Associates Wealth Management1,801$246.6K0.15%+112+6.6%Added
Forza Wealth Management, LLC1,800$246.5K0.08%00.0%Unchanged
Waterloo Capital, L.P.1,796$245.9K0.01%−8,552−82.6%Reduced
Camden Capital, LLC1,792$245.4K0.01%+1,792New
Baron Wealth Management LLC1,777$243.3K0.06%−126−6.6%Reduced
McMillan Office, Inc.1,742$238.6K0.03%00.0%Unchanged
Bridges Investment Management Inc1,741$238.4K0.00%−100−5.4%Reduced
Redmond Asset Management, LLC1,741$238.4K0.06%00.0%Unchanged
Prosperity Advisers, LLC1,718$237.0K0.17%00.0%Unchanged
Diversified Trust Co1,727$236.6K0.00%+385+28.7%Added
Astoria Portfolio Advisors LLC.1,718$235.3K0.04%+50+3.0%Added
Sax Wealth Advisors, LLC1,445$234.7K0.01%+1,445New
Tranquilli Financial Advisor LLC1,711$234.3K0.13%+464+37.2%Added
Clark Capital Management Group, Inc.1,709$234.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,708$234.0K0.00%+322+23.2%Added
Qtron Investments LLC1,704$233.4K0.03%−300−15.0%Reduced
Krilogy Financial LLC1,704$233.4K0.01%+329+23.9%Added
Ifrah Financial Services, Inc.1,702$233.1K0.06%+11+0.7%Added
Semanteon Capital Management, LP1,702$233.1K1.05%+1,702New
Catalyst Financial Partners LLC1,697$232.4K0.02%+1,697New
Burton Enright Welch1,695$232.1K0.03%+14+0.8%Added
Fifth Third Wealth Advisors LLC1,686$230.9K0.01%−273−13.9%Reduced
Prime Capital Investment Advisors, LLC1,681$230.2K0.00%−1,969−53.9%Reduced
Canada Post Corp Registered Pension Plan1,680$230.1K0.01%00.0%Unchanged
RMB Capital Management, LLC1,656$229.7K0.00%−3,448−67.6%Reduced
Snowden Capital Advisors LLC1,663$229.5K0.01%+198+13.5%Added
Chancellor Financial Group WB LP1,661$227.5K0.14%−78−4.5%Reduced
Mystic Asset Management, Inc.1,646$225.4K0.05%00.0%Unchanged
Sigma Planning Corp1,636$224.1K0.01%+1,636New
Apella Capital, LLC1,506$223.8K0.00%+34+2.3%Added
Capstone Investment Advisors, LLC1,629$223.1K0.00%+1,629New
Fisher Asset Management, LLC1,626$222.8K0.00%−645−28.4%Reduced
Arkadios Wealth Advisors1,624$222.5K0.00%−191−10.5%Reduced
Lionhunter Capital Management, LLC1,624$222.4K0.10%+1,624New
Evolve Private Wealth, LLC1,600$220.7K0.01%−1,434−47.3%Reduced
Fragasso Group Inc.1,608$220.3K0.01%+215+15.4%Added
Icon Wealth Advisors, LLC1,607$220.1K0.01%+2+0.1%Added
J. Safra Sarasin Holding AG3,198$220.1K0.00%+1,167+57.5%Added
NewEdge Wealth, LLC1,606$219.9K0.00%−967−37.6%Reduced
Advyzon Investment Management, LLC1,589$217.6K0.02%+48+3.1%Added
Gilbert & Cook, Inc.1,583$216.8K0.02%+28+1.8%Added
Prestige Wealth Management Group LLC1,554$214.3K0.04%00.0%Unchanged
J.W. Cole Advisors, Inc.1,564$214.2K0.00%+105+7.2%Added
Washington Trust Bank1,560$213.6K0.01%00.0%Unchanged
Great Lakes Advisors, LLC1,557$213.2K0.00%−324−17.2%Reduced
Mitchell McLeod Pugh & Williams Inc1,557$213.2K0.03%−175−10.1%Reduced
AE Wealth Management LLC1,555$213.1K0.00%−133−7.9%Reduced
SHP Wealth Management1,546$211.7K0.01%+39+2.6%Added
Campion Asset Management LLC1,544$211.5K0.13%00.0%Unchanged
Clark Financial Services Group Inc1,509$206.7K0.10%−30−1.9%Reduced
Stevens Capital Management LP1,505$206.0K0.05%−1,209−44.5%Reduced
Shore Point Advisors, LLC1,504$206.0K0.07%00.0%Unchanged
Global Retirement Partners, LLC1,501$205.6K0.00%+1,501New
CTC Alternative Strategies, Ltd.1,500$205.4K0.30%+1,500New
Rasp Wealth Solutions, LLC1,492$204.3K0.07%+1,492New
PCM Encore, LLC1,490$204.1K0.04%+248+20.0%Added
Innovative Asset Advisors Group, LLC1,486$203.8K0.09%+984+196.0%Added
Kennebec Savings Bank1,476$202.1K0.16%+876+146.0%Added
Sound View Wealth Advisors Group, LLC1,473$201.7K0.01%−71−4.6%Reduced
Ipswich Investment Management Co., Inc.1,465$200.6K0.04%00.0%Unchanged
Calamos Wealth Management LLC1,465$200.6K0.01%+30+2.1%Added
Tiaa-Cref Individual & Institutional Services, LLC1,438$196.9K0.00%−345−19.3%Reduced
Central Trust Co1,420$194.5K0.00%−165−10.4%Reduced
Pinnacle Wealth Planning Services, Inc.1,408$192.8K0.02%−147−9.5%Reduced
Manning & Napier Advisors LLC1,386$189.8K0.00%−131−8.6%Reduced
Umb Bank N A1,357$185.8K0.00%+49+3.7%Added
Federated Hermes, Inc.1,341$183.7K0.00%−9,891−88.1%Reduced
Ameritas Investment Partners, Inc.1,272$174.2K0.00%−62−4.6%Reduced
Private Wealth Asset Management, LLC1,269$173.8K0.02%+1,075+554.1%Added
Greykasell Wealth Strategies, Inc.1,205$165.0K0.06%00.0%Unchanged
Anchor Investment Management, LLC1,200$164.3K0.01%−300−20.0%Reduced
Zions Bancorporation, National Association1,184$162.1K0.01%−558−32.0%Reduced
Hamilton Capital Partners Inc.1,141$156.3K0.00%−129−10.2%Reduced
Key Financial Inc1,117$153.0K0.03%00.0%Unchanged
Hanson & Doremus Investment Management1,075$147.0K0.01%−75−6.5%Reduced
Massmutual Trust Co FSB1,031$141.2K0.00%−11−1.1%Reduced
Clearstead Advisors, LLC1,003$137.4K0.00%+865+626.8%Added
Caldwell Trust Co993$136.0K0.01%+900+967.7%Added
Edmond de Rothschild Holding S.A.882$120.8K0.00%00.0%Unchanged
Park Place Capital Corp878$120.3K0.02%−9,452−91.5%Reduced
Smartleaf Asset Management LLC870$117.8K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.797$109.2K0.01%−489−38.0%Reduced
Bartlett & Co. Wealth Management LLC789$108.8K0.00%−5−0.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt786$108.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust785$107.5K0.01%+139+21.5%Added