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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
6,885
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,855
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2022
Added 4.34%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
6,825
shares
|
$1.73 Million
0.33% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,821
shares
|
$1.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
6,791
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,615
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
6,614
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
6,599
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 186.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,566
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
6,559
shares
|
$1.66 Million
1.04% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,476
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Added 53.9%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
6,443
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,428
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2022
Added 2.55%
|
|
|
Railway Pension Investments LTD
London, X0 |
May 12, 2025 Q1 2025 |
6,400
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
6,313
shares
|
$1.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,309
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 86.44%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
6,257
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
6,200
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
6,193
shares
|
$1.57 Million
0.77% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
6,116
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
6,047
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,037
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,972
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,966
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,943
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Added 2.64%
|