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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,929
shares
|
$982,682
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
3,870
shares
|
$967,925
0.08% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,832
shares
|
$958,421
0.05% of portfolio
|
Q2 2022
Reduced 3.38%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
3,817
shares
|
$954,669
0.03% of portfolio
|
Q2 2025
Added 61.33%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,809
shares
|
$952,668
0.22% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,799
shares
|
$950,167
0.02% of portfolio
|
Q2 2025
Added 153.77%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,799
shares
|
$950,167
0.05% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,763
shares
|
$941,163
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,757
shares
|
$939,663
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,748
shares
|
$937,412
0.3% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
3,747
shares
|
$937,162
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,740
shares
|
$935,411
0.02% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
3,721
shares
|
$930,659
0.39% of portfolio
|
Q2 2025
Added 145.45%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,709
shares
|
$927,657
0.19% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
3,687
shares
|
$922,155
0.03% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
3,675
shares
|
$919,154
0.01% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,648
shares
|
$912,401
0.0% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,630
shares
|
$907,899
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
3,621
shares
|
$905,648
0.32% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
3,618
shares
|
$904,897
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
3,574
shares
|
$893,893
0.57% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
3,539
shares
|
$885,139
0.07% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,538
shares
|
$884,889
0.78% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,528
shares
|
$882,388
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
3,495
shares
|
$874,134
0.0% of portfolio
|
Q2 2025
Added 0.46%
|