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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
11,445
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,434
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,379
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,329
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
11,168
shares
|
$2.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,941
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
10,853
shares
|
$2.71 Million
0.31% of portfolio
|
Q2 2025
Added 634.3%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
10,767
shares
|
$2.69 Million
0.26% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,692
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,620
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,607
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
10,533
shares
|
$2.63 Million
0.15% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,531
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
10,513
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
10,366
shares
|
$2.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,181
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
10,135
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
10,135
shares
|
$2.53 Million
1.28% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
10,024
shares
|
$2.51 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
9,852
shares
|
$2.46 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,832
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
9,716
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2022
Added 46.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,683
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
9,530
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
9,520
shares
|
$2.38 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.43%
|