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 |
|---|---|---|---|---|---|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
3,488
shares
|
$872,383
0.32% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,477
shares
|
$869,632
0.06% of portfolio
|
Q2 2025
Added 85.14%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,464
shares
|
$866,381
0.01% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,416
shares
|
$854,375
0.05% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,415
shares
|
$854,125
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
3,405
shares
|
$851,624
0.1% of portfolio
|
Q1 2023
Reduced 12.36%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,403
shares
|
$851,124
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,376
shares
|
$844,371
0.07% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,328
shares
|
$832,366
0.18% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,294
shares
|
$823,862
0.05% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,276
shares
|
$819,360
0.03% of portfolio
|
Q2 2025
Added 59.8%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
3,261
shares
|
$815,608
0.22% of portfolio
|
Q2 2025
Added 115.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,251
shares
|
$813,107
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,244
shares
|
$811,356
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,230
shares
|
$807,855
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
3,226
shares
|
$806,854
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,221
shares
|
$805,604
0.04% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
3,204
shares
|
$801,352
0.59% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
3,200
shares
|
$800,352
0.03% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
3,190
shares
|
$797,850
0.07% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
3,184
shares
|
$796,350
0.05% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,139
shares
|
$785,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
3,106
shares
|
$776,841
0.46% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
3,065
shares
|
$766,587
0.16% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
3,048
shares
|
$762,335
0.12% of portfolio
|
Q3 2024
Reduced 1.23%
|