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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,728
shares
|
$682,300
0.12% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,725
shares
|
$681,549
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,723
shares
|
$681,049
0.02% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
2,707
shares
|
$677,047
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,686
shares
|
$671,795
0.26% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,684
shares
|
$671,295
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
2,683
shares
|
$671,045
0.11% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
2,681
shares
|
$670,544
0.2% of portfolio
|
Q3 2020
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
2,673
shares
|
$668,544
0.53% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,665
shares
|
$666,543
0.03% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
2,659
shares
|
$665,042
0.37% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
2,655
shares
|
$664,042
0.01% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,648
shares
|
$662,291
0.03% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
2,648
shares
|
$662,291
0.03% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,609
shares
|
$652,536
0.02% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,606
shares
|
$651,786
0.48% of portfolio
|
Q1 2025
Added 60.47%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,603
shares
|
$651,036
0.05% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
2,596
shares
|
$649,285
0.04% of portfolio
|
Q2 2022
Reduced 50.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,596
shares
|
$649,285
0.01% of portfolio
|
Q2 2025
Added 88.94%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,592
shares
|
$648,285
0.06% of portfolio
|
Q2 2025
Reduced 71.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,581
shares
|
$645,533
0.01% of portfolio
|
Q2 2025
Added 32.36%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,579
shares
|
$645,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,575
shares
|
$644,033
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,562
shares
|
$640,781
0.08% of portfolio
|
Q3 2024
Added 50.62%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,560
shares
|
$640,281
0.42% of portfolio
|
Q3 2022
New holding
|