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 1,235 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
13,383
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2025
Added 32.05%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
13,368
shares
|
$3.02 Million
0.07% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 09, 2025 Q3 2025 |
13,257
shares
|
$3 Million
0.37% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
13,196
shares
|
$2.98 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
13,094
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
12,913
shares
|
$2.92 Million
0.7% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
12,900
shares
|
$2.92 Million
1.66% of portfolio
|
Q2 2017
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,836
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
12,797
shares
|
$2.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
12,699
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
12,684
shares
|
$2.87 Million
0.17% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
12,592
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2025
Added 45.27%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
12,412
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,376
shares
|
$2.8 Million
1.12% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
12,166
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 61.41%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
12,134
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,039
shares
|
$2.72 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
12,030
shares
|
$2.72 Million
0.79% of portfolio
|
Q3 2025
Reduced 34.54%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
11,984
shares
|
$2.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
11,983
shares
|
$2.71 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
11,893
shares
|
$2.69 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,714
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,669
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
11,645
shares
|
$2.63 Million
0.17% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,626
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2025
Added 2.17%
|
|