BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) — Institutional Holders, Q2 2026 (page 5)
1,027 institutional investment managers reported a BR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BR 13F holders ranked 401–500 of 1,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Lantz Financial#401 · 9,181 sh | 9,181 | $1.3M | — | +4.2% |
| 402 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#402 · 9,172 sh | 9,172 | $1.3M | <0.01% | 0.0% |
| 403 | Assenagon Asset Management S.A.#403 · 9,122 sh | 9,122 | $1.2M | — | -93.1% |
| 404 | TCG Advisory Services#404 · 9,028 sh | 9,028 | $1.2M | 0.02% | +14.5% |
| 405 | Merit Financial Group#405 · 9,018 sh | 9,018 | $1.2M | <0.01% | -43.9% |
| 406 | GAMMA Investing#406 · 8,990 sh | 8,990 | $1.2M | — | +37.7% |
| 407 | Avanza Fonder AB#407 · 8,940 sh | 8,940 | $1.2M | — | 0.0% |
| 408 | Nicholson Wealth Management Group#408 · 8,888 sh | 8,888 | $1.2M | 0.72% | +10.5% |
| 409 | Gulf International Bank (UK) Ltd#409 · 8,855 sh | 8,855 | $1.2M | — | -1.0% |
| 410 | KELLEHER FINANCIAL ADVISORS#410 · 8,835 sh | 8,835 | $1.2M | 0.17% | +120.6% |
| 411 | Kesler, Norman & Wride#411 · 8,764 sh | 8,764 | $1.2M | 0.19% | +7.5% |
| 412 | Integrated Wealth Concepts#412 · 8,743 sh | 8,743 | $1.2M | <0.01% | -87.0% |
| 413 | World Investment Advisors#413 · 7,364 sh | 7,364 | $1.2M | 0.02% | +0.1% |
| 414 | VALLEY NATIONAL ADVISERS#414 · 8,678 sh | 8,678 | $1.2M | — | +0.5% |
| 415 | Catalyst Funds Management Pty Ltd#415 · 8,600 sh | 8,600 | $1.2M | 0.07% | New |
| 416 | Bank Julius Baer & Ltd, Zurich#416 · 8,469 sh | 8,469 | $1.2M | <0.01% | -1.6% |
| 417 | Generali Asset Management SPA SGR#417 · 8,234 sh | 8,234 | $1.1M | — | 0.0% |
| 418 | Saudi Central Bank#418 · 8,172 sh | 8,172 | $1.1M | 0.01% | +89.6% |
| 419 | GREENLEAF#419 · 8,122 sh | 8,122 | $1.1M | 0.01% | +4.9% |
| 420 | WIMMER ASSOCIATES 1#420 · 8,023 sh | 8,023 | $1.1M | 0.50% | -9.8% |
| 421 | LEAVELL INVESTMENT MANAGEMENT#421 · 7,936 sh | 7,936 | $1.1M | 0.04% | -4.0% |
| 422 | Richard W. Paul & Associates#422 · 7,926 sh | 7,926 | $1.1M | 0.33% | New |
| 423 | EVENTIDE ASSET MANAGEMENT#423 · 7,964 sh | 7,964 | $1.1M | 0.01% | New |
| 424 | Atom Investors#424 · 7,739 sh | 7,739 | $1.1M | 0.09% | +476.7% |
| 425 | Koshinski Asset Management#425 · 7,730 sh | 7,730 | $1.1M | 0.06% | +0.7% |
| 426 | Farther Finance Advisors#426 · 7,720 sh | 7,720 | $1.1M | — | -11.7% |
| 427 | OFI INVEST ASSET MANAGEMENT#427 · 7,962 sh | 7,962 | $1.1M | 0.01% | +59.8% |
| 428 | Norinchukin Bank, The#428 · 7,665 sh | 7,665 | $1.0M | 0.01% | -9.1% |
| 429 | INTECH INVESTMENT MANAGEMENT#429 · 7,646 sh | 7,646 | $1.0M | <0.01% | +7.3% |
| 430 | Sienna Gestion#430 · 7,598 sh | 7,598 | $1.0M | 0.06% | New |
| 431 | Federation des caisses Desjardins du Quebec#431 · 7,587 sh | 7,587 | $1.0M | <0.01% | +32.2% |
| 432 | SCHRODER INVESTMENT MANAGEMENT GROUP#432 · 7,600 sh | 7,600 | $1.0M | <0.01% | -47.5% |
| 433 | Sierra Legacy Group#433 · 7,477 sh | 7,477 | $1.0M | 0.79% | +4.2% |
| 434 | Investment Management of Ontario#434 · 7,476 sh | 7,476 | $1.0M | 0.01% | -85.0% |
| 435 | Birch Hill Investment Advisors#435 · 7,425 sh | 7,425 | $1.0M | — | -49.8% |
| 436 | Sentry#436 · 7,388 sh | 7,388 | $1.0M | 0.28% | 0.0% |
| 437 | Atria Investments#437 · 7,385 sh | 7,385 | $1.0M | — | -53.2% |
| 438 | Kentucky Retirement Systems#438 · 7,356 sh | 7,356 | $1.0M | 0.03% | New |
| 439 | Knollwood Investment Advisory#439 · 7,343 sh | 7,343 | $1.0M | 0.09% | 0.0% |
| 440 | COMMERZBANK AKTIENGESELLSCHAFT#440 · 7,255 sh | 7,255 | $994.0K | 0.02% | 0.0% |
| 441 | EVERGREEN CAPITAL MANAGEMENT#441 · 7,192 sh | 7,192 | $991.2K | — | +166.1% |
| 442 | Buttonwood Financial Advisors#442 · 7,232 sh | 7,232 | $990.4K | — | +57.4% |
| 443 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#443 · 7,231 sh | 7,231 | $990.3K | <0.01% | -52.0% |
| 444 | REGIONS FINANCIAL#444 · 7,222 sh | 7,222 | $989.1K | <0.01% | -25.8% |
| 445 | Janney Montgomery Scott#445 · 7,210 sh | 7,210 | $987.0K | <0.01% | -27.3% |
| 446 | FIRST NATIONAL#446 · 7,200 sh | 7,200 | $986.0K | 0.03% | 0.0% |
| 447 | WHITTIER#447 · 6,742 sh | 6,742 | $976.0K | <0.01% | -4.5% |
| 448 | Union Bankshares#448 · 7,091 sh | 7,091 | $971.1K | 0.02% | -1.4% |
| 449 | Strong Retirement Solutions#449 · 7,071 sh | 7,071 | $968.4K | — | -57.9% |
| 450 | BOOTHBAY FUND MANAGEMENT#450 · 7,043 sh | 7,043 | $964.5K | 0.01% | +13.2% |
| 451 | Jacobi Capital Management#451 · 7,014 sh | 7,014 | $960.6K | 0.05% | +9.3% |
| 452 | Vise Technologies#452 · 6,963 sh | 6,963 | $953.6K | 0.01% | +80.2% |
| 453 | Quadrature Capital Ltd#453 · 6,935 sh | 6,935 | $949.7K | <0.01% | +54.1% |
| 454 | Dai-ichi Life Insurance Company, Ltd#454 · 6,928 sh | 6,928 | $948.8K | 0.02% | 0.0% |
| 455 | GATEWAY INVESTMENT ADVISERS#455 · 6,922 sh | 6,922 | $948.0K | — | +168.9% |
| 456 | Lido Advisors#456 · 6,838 sh | 6,838 | $943.4K | <0.01% | -28.4% |
| 457 | RWA WEALTH PARTNERS#457 · 6,865 sh | 6,865 | $940.1K | <0.01% | -2.2% |
| 458 | BOYAR ASSET MANAGEMENT#458 · 6,853 sh | 6,853 | $938.5K | 0.54% | -2.8% |
| 459 | STEPHENS#459 · 6,458 sh | 6,458 | $937.8K | 0.01% | -3.0% |
| 460 | Metis Global Partners#460 · 6,805 sh | 6,805 | $931.9K | 0.02% | +11.5% |
| 461 | JOHNSON INVESTMENT COUNSEL#461 · 6,785 sh | 6,785 | $929.3K | <0.01% | -7.6% |
| 462 | ABN AMRO INVESTMENT SOLUTIONS#462 · 6,750 sh | 6,750 | $924.4K | — | -0.6% |
| 463 | SRS Capital Advisors#463 · 6,662 sh | 6,662 | $912.4K | <0.01% | +204.3% |
| 464 | STONERIDGE INVESTMENT PARTNERS#464 · 5,909 sh | 5,909 | $910.0K | 0.60% | New |
| 465 | Meeder Advisory Services#465 · 6,532 sh | 6,532 | $894.6K | 0.03% | +96.7% |
| 466 | Allspring Global Investments#466 · 6,343 sh | 6,343 | $894.0K | <0.01% | +7.7% |
| 467 | Excelsior Advisor Network#467 · 6,506 sh | 6,506 | $891.0K | 0.12% | New |
| 468 | Investors Research#468 · 6,425 sh | 6,425 | $879.9K | — | +1.2% |
| 469 | HARTFORD INVESTMENT MANAGEMENT#469 · 6,415 sh | 6,415 | $878.5K | 0.03% | -3.1% |
| 470 | Wealthfront Advisers#470 · 6,385 sh | 6,385 | $874.4K | <0.01% | -20.6% |
| 471 | BHK Investment Advisors#471 · 6,328 sh | 6,328 | $866.7K | 0.26% | +26.5% |
| 472 | OMERS ADMINISTRATION#472 · 6,239 sh | 6,239 | $854.4K | <0.01% | +12.6% |
| 473 | Centiva Capital#473 · 6,233 sh | 6,233 | $853.6K | <0.01% | +301.6% |
| 474 | PFW Advisors#474 · 6,220 sh | 6,220 | $851.8K | — | New |
| 475 | TWINBEECH CAPITAL#475 · 6,211 sh | 6,211 | $850.6K | 0.15% | -89.9% |
| 476 | D. E. Shaw#476 · 6,179 sh | 6,179 | $846.2K | <0.01% | New |
| 477 | ALETHEA CAPITAL MANAGEMENT#477 · 6,132 sh | 6,132 | $839.8K | 0.35% | New |
| 478 | BESSEMER GROUP#478 · 6,117 sh | 6,117 | $838.0K | <0.01% | -13.2% |
| 479 | Maryland State Retirement & Pension System#479 · 6,053 sh | 6,053 | $829.0K | 0.01% | +6.9% |
| 480 | LMR Partners LLP#480 · 6,018 sh | 6,018 | $824.2K | <0.01% | New |
| 481 | SBI Okasan Asset Management Ltd.#481 · 6,000 sh | 6,000 | $812.6K | 0.03% | 0.0% |
| 482 | Louisiana State Employees Retirement System#482 · 5,900 sh | 5,900 | $808.0K | — | 0.0% |
| 483 | Frec Markets#483 · 5,887 sh | 5,887 | $806.2K | 0.07% | +331.3% |
| 484 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#484 · 5,850 sh | 5,850 | $801.0K | 0.02% | +9.3% |
| 485 | Copeland Capital Management#485 · 5,810 sh | 5,810 | $795.8K | — | -16.1% |
| 486 | Mirabaud Asset Management Ltd#486 · 5,869 sh | 5,869 | $794.9K | 0.66% | +75.8% |
| 487 | Summit Financial#487 · 5,742 sh | 5,742 | $791.9K | <0.01% | -1.9% |
| 488 | Laird Norton Wetherby Company#488 · 5,726 sh | 5,726 | $789.2K | 0.02% | +11.3% |
| 489 | HB Wealth Management#489 · 5,714 sh | 5,714 | $782.6K | — | -3.8% |
| 490 | Wilian Securities#490 · 5,633 sh | 5,633 | $771.4K | 0.46% | +162.1% |
| 491 | Advocacy Wealth Management#491 · 5,598 sh | 5,598 | $766.6K | 0.03% | -2.3% |
| 492 | UNITED CAPITAL FINANCIAL ADVISORS#492 · 5,563 sh | 5,563 | $761.8K | <0.01% | +5.7% |
| 493 | Spears Abacus Advisors#493 · 5,557 sh | 5,557 | $761.0K | 0.01% | -5.5% |
| 494 | GSA CAPITAL PARTNERS LLP#494 · 5,547 sh | 5,547 | $760.0K | 0.05% | -57.8% |
| 495 | Trueblood Wealth Management#495 · 5,505 sh | 5,505 | $754.0K | — | -16.1% |
| 496 | Beacon Pointe Advisors#496 · 5,483 sh | 5,483 | $751.5K | <0.01% | -1.9% |
| 497 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#497 · 5,461 sh | 5,461 | $747.9K | <0.01% | -7.1% |
| 498 | E. Ohman J:or Asset Management AB#498 · 5,450 sh | 5,450 | $746.4K | — | 0.0% |
| 499 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#499 · 5,437 sh | 5,437 | $744.6K | <0.01% | -4.1% |
| 500 | CRAWFORD INVESTMENT COUNSEL#500 · 5,424 sh | 5,424 | $742.8K | 0.01% | -7.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.