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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,972
shares
|
$493,216
0.03% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
1,950
shares
|
$487,714
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,944
shares
|
$486,213
0.0% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
1,939
shares
|
$484,963
0.33% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,916
shares
|
$479,210
0.05% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,908
shares
|
$477,209
0.01% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,903
shares
|
$475,959
0.03% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
1,891
shares
|
$472,958
0.11% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$471,457
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
1,874
shares
|
$468,706
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
1,864
shares
|
$466,205
0.04% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,857
shares
|
$464,454
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,852
shares
|
$463,203
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
1,833
shares
|
$458,451
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,824
shares
|
$456,200
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,820
shares
|
$455,200
0.06% of portfolio
|
Q4 2024
Added 1815.79%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,817
shares
|
$454,449
0.02% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,814
shares
|
$453,699
0.05% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
1,802
shares
|
$450,698
0.04% of portfolio
|
Q2 2025
Reduced 37.93%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
1,802
shares
|
$450,698
0.12% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,799
shares
|
$449,947
0.01% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,798
shares
|
$449,697
0.01% of portfolio
|
Q1 2024
Reduced 21.24%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,791
shares
|
$447,947
0.01% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,791
shares
|
$447,947
0.23% of portfolio
|
Q2 2025
Added 52.3%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
1,780
shares
|
$445,195
0.11% of portfolio
|
Q4 2024
Added 12.66%
|