Broadridge Financial Solutions — Institutional Ownership
Which tracked institutions hold BR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
6
Funds holding
$2576186
Total value held
Buying
4 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Hennessy Advisors Inc | $1684485 | 12300 | +12300 | NEW BUY |
| 2 | Allstate Corp | $674342 | 4924 | -3728 | -43.09% |
| 3 | Zions Bancorporation, National Association /Ut/ | $162149 | 1184 | +1184 | NEW BUY |
| 4 | Southstate Bank Corp | $49851 | 364 | +364 | NEW BUY |
| 5 | Amalgamated Financial Corp. | $5351 | 34363 | +34363 | NEW BUY |
| 6 | Valley National Bancorp | $8 | 175 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.