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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,322
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
5,268
shares
|
$1.32 Million
1.22% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,226
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,180
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,161
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,139
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,101
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.64%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,068
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
5,014
shares
|
$1.25 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
4,988
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,987
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2020
Reduced 17.75%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,971
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,920
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 33.48%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
4,893
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
4,886
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
4,832
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,824
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
4,793
shares
|
$1.2 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,773
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
4,728
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
4,715
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
4,711
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
4,685
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 235.84%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,607
shares
|
$1.15 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.5%
|