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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
7,948
shares
|
$2.01 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
7,761
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2022
Added 71.1%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,680
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
7,585
shares
|
$1.92 Million
0.04% of portfolio
|
Q1 2023
Added 64.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,576
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
7,521
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Added 90.8%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
7,511
shares
|
$1.9 Million
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
7,498
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
7,491
shares
|
$1.9 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
7,457
shares
|
$1.89 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
7,424
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
7,385
shares
|
$1.87 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
7,276
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 92.32%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
7,200
shares
|
$1.82 Million
0.07% of portfolio
|
Q1 2025
Reduced 48.71%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
7,182
shares
|
$1.82 Million
1.19% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,134
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
7,106
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
7,056
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
7,029
shares
|
$1.78 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
7,000
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
6,995
shares
|
$1.77 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
6,984
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Dean Capital Management
Overland Park, KS |
May 16, 2025 Q1 2025 |
6,959
shares
|
$1.76 Million
0.75% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,919
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
6,912
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 0.44%
|