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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,255
shares
|
$563,998
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,250
shares
|
$562,747
0.43% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,249
shares
|
$562,497
0.32% of portfolio
|
Q2 2024
Added 16.95%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,245
shares
|
$561,496
0.1% of portfolio
|
Q1 2025
Reduced 56.97%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,200
shares
|
$550,242
0.01% of portfolio
|
Q2 2025
Added 65.41%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
2,170
shares
|
$542,738
0.17% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,169
shares
|
$542,488
0.0% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,149
shares
|
$537,486
0.03% of portfolio
|
Q2 2025
Reduced 87.49%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jul 18, 2025 Q2 2025 |
2,148
shares
|
$537,236
0.03% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,136
shares
|
$534,234
0.02% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,130
shares
|
$532,734
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,117
shares
|
$529,482
0.08% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,111
shares
|
$527,982
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,106
shares
|
$526,731
0.02% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,083
shares
|
$520,979
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
2,069
shares
|
$517,477
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,064
shares
|
$516,227
0.01% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,045
shares
|
$511,474
0.01% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
2,041
shares
|
$510,474
0.37% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,040
shares
|
$510,224
0.33% of portfolio
|
Q4 2020
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
2,012
shares
|
$503,221
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
2,002
shares
|
$500,720
0.39% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$500,220
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,997
shares
|
$499,469
0.05% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,995
shares
|
$498,969
0.0% of portfolio
|
Q2 2025
Added 2.89%
|