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 1,209 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 $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,980
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
12,972
shares
|
$3.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
May 14, 2025 Q1 2025 |
12,900
shares
|
$3.15 Million
1.85% of portfolio
|
Q2 2017
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
12,893
shares
|
$3.15 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
12,848
shares
|
$3.14 Million
0.47% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,831
shares
|
$3.13 Million
0.22% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,660
shares
|
$3.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
12,645
shares
|
$3.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
12,519
shares
|
$3.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,376
shares
|
$3.02 Million
1.12% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
12,295
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
12,148
shares
|
$2.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
12,137
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
12,076
shares
|
$2.95 Million
1.83% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,039
shares
|
$2.94 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,670
shares
|
$2.85 Million
0.07% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
11,645
shares
|
$2.84 Million
0.17% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
11,643
shares
|
$2.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,627
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
11,581
shares
|
$2.83 Million
0.02% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
11,548
shares
|
$2.82 Million
0.21% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
11,530
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,434
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
11,243
shares
|
$2.74 Million
0.21% of portfolio
|
Q1 2025
Added 343.34%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
11,220
shares
|
$2.74 Million
0.35% of portfolio
|
Q1 2025
Added 7.85%
|