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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,025
shares
|
$756,582
0.17% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,008
shares
|
$752,330
0.14% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,007
shares
|
$752,080
0.01% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,967
shares
|
$742,076
0.1% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
2,955
shares
|
$739,075
0.02% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
2,952
shares
|
$738,324
0.12% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
2,951
shares
|
$738,074
0.28% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
2,950
shares
|
$737,824
0.22% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,936
shares
|
$734,322
0.06% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,928
shares
|
$732,322
0.02% of portfolio
|
Q2 2025
Added 107.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,912
shares
|
$728,320
0.02% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,883
shares
|
$721,067
0.04% of portfolio
|
Q2 2022
Reduced 5.04%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
2,882
shares
|
$720,817
0.16% of portfolio
|
Q2 2025
Added 223.09%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
2,879
shares
|
$720,066
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
2,873
shares
|
$718,566
0.28% of portfolio
|
Q2 2025
Reduced 66.93%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
2,867
shares
|
$717,065
0.38% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,847
shares
|
$712,063
0.05% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
2,840
shares
|
$710,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
2,831
shares
|
$708,061
0.23% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
2,818
shares
|
$704,809
2.59% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,806
shares
|
$701,808
0.05% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
2,806
shares
|
$701,808
0.02% of portfolio
|
Q2 2025
Reduced 54.12%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,801
shares
|
$700,558
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,795
shares
|
$699,057
0.01% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
2,729
shares
|
$682,550
0.04% of portfolio
|
Q2 2025
Reduced 94.7%
|