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 $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
9,520
shares
|
$2.41 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
9,370
shares
|
$2.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,224
shares
|
$2.33 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,153
shares
|
$2.32 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
9,117
shares
|
$2.31 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
8,992
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
8,940
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
8,916
shares
|
$2.26 Million
0.2% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
8,890
shares
|
$2.25 Million
0.1% of portfolio
|
Q2 2025
Added 38.84%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,861
shares
|
$2.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,740
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
8,730
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8,700
shares
|
$2.2 Million
0.52% of portfolio
|
Q1 2022
Added 52.63%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,689
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
8,688
shares
|
$2.2 Million
0.71% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
8,621
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
8,538
shares
|
$2.16 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
8,406
shares
|
$2.13 Million
0.3% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,354
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,345
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
8,275
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2023
Reduced 47.54%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,251
shares
|
$2.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,030
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
7,994
shares
|
$2.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
7,954
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 101.78%
|