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 1,208 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
12,982
shares
|
$3.25 Million
0.02% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
12,900
shares
|
$3.23 Million
1.78% of portfolio
|
Q2 2017
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
12,899
shares
|
$3.23 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
12,893
shares
|
$3.22 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
12,846
shares
|
$3.21 Million
1.73% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,706
shares
|
$3.18 Million
0.02% of portfolio
|
Q2 2025
Added 28.53%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
12,645
shares
|
$3.16 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,623
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 85.06%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,376
shares
|
$3.1 Million
1.12% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,254
shares
|
$3.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
12,137
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
12,129
shares
|
$3.03 Million
0.07% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
12,123
shares
|
$3.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
12,076
shares
|
$3.02 Million
1.83% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
12,073
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,039
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,966
shares
|
$2.99 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,901
shares
|
$2.98 Million
0.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
11,895
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2025
Added 608.04%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
11,883
shares
|
$2.97 Million
0.12% of portfolio
|
Q2 2025
Added 390.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,667
shares
|
$2.92 Million
0.19% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
11,645
shares
|
$2.91 Million
0.17% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,559
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2025
Added 453.86%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
11,555
shares
|
$2.89 Million
0.15% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,544
shares
|
$2.89 Million
0.28% of portfolio
|
Q2 2025
Reduced 63.61%
|