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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
6,906
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,855
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2022
Added 4.34%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
6,841
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
6,823
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
6,791
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,757
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,752
shares
|
$1.69 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
6,677
shares
|
$1.67 Million
1.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
6,643
shares
|
$1.66 Million
0.9% of portfolio
|
Q2 2025
Added 12925.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,627
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,615
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,594
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,476
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Added 53.9%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
6,468
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,452
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,428
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2022
Added 2.55%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,321
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Added 192.1%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,309
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 86.44%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
6,247
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
6,200
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
6,156
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,141
shares
|
$1.54 Million
0.81% of portfolio
|
Q2 2025
Added 85.98%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
6,081
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,049
shares
|
$1.51 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,048
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Added 54.52%
|