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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 774 | $106.0K | 0.00% | −34,857−97.8% | Reduced |
| Toth Financial Advisory Corp | 770 | $105.5K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 766 | $104.9K | 0.03% | −17−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 728 | $102.6K | 0.00% | −48−6.2% | Reduced |
| Ronald Blue Trust, Inc. | 704 | $96.3K | 0.00% | −168−19.3% | Reduced |
| Group One Trading, L.P. | 700 | $95.9K | 0.00% | +700 | New |
| Harbour Investments, Inc. | 692 | $94.8K | 0.00% | +117+20.3% | Added |
| Security National Bank | 684 | $93.7K | 0.01% | −16,334−96.0% | Reduced |
| Penserra Capital Management LLC | 678 | $92.0K | 0.00% | +17+2.6% | Added |
| Beacon Investment Advisory Services, Inc. | 659 | $90.3K | 0.00% | +577+703.7% | Added |
| Colonial Trust Co | 645 | $88.3K | 0.01% | −328−33.7% | Reduced |
| Geneos Wealth Management Inc. | 645 | $88.3K | 0.00% | −1−0.2% | Reduced |
| Optiver Holding B.V. | 625 | $85.6K | 0.00% | +625 | New |
| Westfuller Advisors, LLC | 615 | $84.9K | 0.03% | +615 | Added |
| MidFirst Bank | 615 | $84.2K | 0.01% | −340−35.6% | Reduced |
| Banque Cantonale Vaudoise | 607 | $83.0K | 0.00% | 00.0% | Unchanged |
| Bayban | 600 | $82.2K | 0.06% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 594 | $81.3K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 550 | $75.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 502 | $74.6K | 0.00% | −170−25.3% | Reduced |
| Versant Capital Management, Inc | 526 | $72.0K | 0.01% | +397+307.8% | Added |
| Basecamp Wealth Advisors LLC | 520 | $71.2K | 0.01% | −34−6.1% | Reduced |
| Board of the Pension Protection Fund | 500 | $68.5K | 0.06% | −5,500−91.7% | Reduced |
| Broadwater Capital Management LLC | 500 | $68.5K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 497 | $68.1K | 0.02% | +497 | New |
| Covestor Ltd | 496 | $68.0K | 0.04% | +177+55.5% | Added |
| Mather Group, LLC. | 494 | $67.7K | 0.00% | −1,826−78.7% | Reduced |
| Chilton Capital Management LLC | 482 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 478 | $65.5K | 0.00% | −2−0.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 478 | $65.5K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 460 | $63.0K | 0.00% | −31−6.3% | Reduced |
| Trust Co of Toledo NA | 450 | $61.6K | 0.01% | −1−0.2% | Reduced |
| Corient IA LLC | 440 | $60.3K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $59.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 428 | $58.6K | 0.00% | +8+1.9% | Added |
| Armstrong Advisory Group, Inc | 414 | $56.7K | 0.00% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 405 | $55.5K | 0.00% | −365−47.4% | Reduced |
| City State Bank | 402 | $55.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 395 | $54.1K | 0.01% | −50−11.2% | Reduced |
| Capital Advisors, Ltd. LLC | 392 | $54.0K | 0.01% | −2−0.5% | Reduced |
| Trust Co of Vermont | 386 | $52.9K | 0.00% | +386 | New |
| Quent Capital, LLC | 381 | $52.2K | 0.00% | −142−27.2% | Reduced |
| TFC Financial Management | 376 | $51.5K | 0.01% | +372+9,300.0% | Added |
| Global X Japan Co., Ltd. | 376 | $51.5K | 0.00% | +53+16.4% | Added |
| St Germain D J Co Inc | 374 | $51.2K | 0.00% | −29−7.2% | Reduced |
| South State Corp. | 364 | $49.9K | 0.00% | −3−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $48.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 344 | $47.1K | 0.00% | +344 | New |
| MV Capital Management, Inc. | 337 | $46.2K | 0.00% | −10−2.9% | Reduced |
| SBI Securities Co., Ltd. | 328 | $44.9K | 0.00% | +5+1.5% | Added |
| Onefund, LLC | 317 | $43.4K | 0.02% | −5−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 317 | $43.4K | 0.03% | +58+22.4% | Added |
| HM Payson & Co | 310 | $42.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 309 | $42.3K | 0.01% | −66−17.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 305 | $41.8K | 0.01% | +305 | New |
| Montag A & Associates Inc | 300 | $41.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 302 | $41.4K | 0.00% | +182+151.7% | Added |
| Kentucky Trust Co | 300 | $41.1K | 0.02% | 00.0% | Unchanged |
| Compass Financial Management LLC | 290 | $40.8K | 0.00% | +290 | New |
| Roble, Belko & Company, Inc | 295 | $40.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 285 | $39.0K | 0.00% | −330−53.7% | Reduced |
| Front Row Advisors LLC | 225 | $38.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 272 | $37.6K | 0.02% | −95−25.9% | Reduced |
| Financial Network Wealth Advisors LLC | 272 | $37.3K | 0.04% | −118−30.3% | Reduced |
| REAP Financial Group, LLC | 268 | $36.7K | 0.01% | +3+1.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 263 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $34.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 250 | $34.2K | 0.01% | +8+3.3% | Added |
| Asset Dedication, LLC | 247 | $33.8K | 0.00% | −6−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 236 | $32.4K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 229 | $31.4K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 228 | $31.2K | 0.00% | +35+18.1% | Added |
| Bogart Wealth, LLC | 226 | $30.9K | 0.00% | +89+65.0% | Added |
| Evolution Wealth Management Inc. | 220 | $30.1K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 215 | $29.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $29.2K | 0.00% | +129+153.6% | Added |
| Webster Bank, N. A. | 203 | $27.8K | 0.00% | −55−21.3% | Reduced |
| CoreCap Advisors, LLC | 203 | $27.8K | 0.00% | +49+31.8% | Added |
| Markowski Investments | 198 | $27.1K | 0.01% | +198 | New |
| Lodestone Wealth Management LLC | 194 | $26.6K | 0.01% | −11−5.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 193 | $26.4K | 0.01% | −161−45.5% | Reduced |
| Security National Bank of So Dak | 193 | $26.4K | 0.01% | +193 | New |
| Alpine Bank Wealth Management | 188 | $25.7K | 0.00% | +188 | New |
| Hazlett, Burt & Watson, Inc. | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 174 | $23.8K | 0.01% | +131+304.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 172 | $23.6K | 0.01% | −45−20.7% | Reduced |
| Boreal Capital Management LLC | 170 | $23.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 170 | $23.3K | 0.00% | −81−32.3% | Reduced |
| Smithfield Trust Co | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 167 | $22.9K | 0.00% | +151+943.8% | Added |
| Activest Wealth Management | 164 | $22.5K | 0.00% | +68+70.8% | Added |
| Essential Partners LLC | 163 | $22.3K | 0.01% | −301−64.9% | Reduced |
| Harbor Investment Advisory, LLC | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 155 | $21.2K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 155 | $21.2K | 0.01% | +155 | New |
| Manchester Capital Management LLC | 154 | $21.1K | 0.00% | +47+43.9% | Added |
| Ogorek Anthony Joseph | 154 | $21.0K | 0.01% | −3−1.9% | Reduced |
| Salem Investment Counselors Inc | 150 | $20.7K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 143 | $19.6K | 0.00% | −56−28.1% | Reduced |
| NBH Bank | 138 | $18.9K | 0.01% | +138 | New |