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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
11,108
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,692
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
10,639
shares
|
$2.6 Million
0.7% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,598
shares
|
$2.59 Million
0.28% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
10,529
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,452
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.09%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
10,285
shares
|
$2.51 Million
0.03% of portfolio
|
Q1 2025
Added 129.83%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
10,270
shares
|
$2.51 Million
0.09% of portfolio
|
Q1 2025
Added 52.9%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
10,239
shares
|
$2.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
10,192
shares
|
$2.49 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,181
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
10,155
shares
|
$2.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
10,126
shares
|
$2.47 Million
1.33% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
10,035
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
10,024
shares
|
$2.45 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
10,001
shares
|
$2.44 Million
0.07% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
9,910
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
9,886
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
9,853
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
9,852
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,832
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,797
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
9,779
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,768
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.11%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
9,716
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2022
Added 46.08%
|