Institutional Ownership Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR). We have compiled data on the 1,207 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
26,656
shares
|
$6.44 Million
1.65% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
26,638
shares
|
$6.44 Million
0.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
26,355
shares
|
$6.37 Million
0.29% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
26,275
shares
|
$6.35 Million
0.18% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
26,264
shares
|
$6.35 Million
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
26,061
shares
|
$6.3 Million
0.05% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
25,823
shares
|
$6.24 Million
0.0% of portfolio
|
Q1 2025
Added 384.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
25,781
shares
|
$6.23 Million
0.01% of portfolio
|
Q1 2025
Added 456.95%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
25,256
shares
|
$6.1 Million
0.01% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
25,146
shares
|
$6.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
24,170
shares
|
$5.84 Million
1.64% of portfolio
|
Q1 2025
Added 114.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
24,141
shares
|
$5.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
23,979
shares
|
$5.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
23,779
shares
|
$5.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
23,585
shares
|
$5.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,519
shares
|
$5.69 Million
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
23,339
shares
|
$5.64 Million
0.44% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
23,277
shares
|
$5.63 Million
1.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,160
shares
|
$5.6 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
23,045
shares
|
$5.57 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
22,935
shares
|
$5.54 Million
0.34% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
22,859
shares
|
$5.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
22,611
shares
|
$5.47 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
22,523
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
22,403
shares
|
$5.42 Million
0.31% of portfolio
|
Q1 2023
Added 4.21%
|