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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,778
shares
|
$444,695
0.04% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,775
shares
|
$443,945
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,764
shares
|
$441,194
0.11% of portfolio
|
Q1 2025
Reduced 35.57%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,759
shares
|
$439,943
0.19% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,751
shares
|
$437,942
0.02% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,745
shares
|
$436,441
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,744
shares
|
$436,191
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
1,739
shares
|
$434,941
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
1,719
shares
|
$429,939
0.01% of portfolio
|
Q2 2025
Added 70.54%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,714
shares
|
$428,688
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,712
shares
|
$428,188
0.1% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,711
shares
|
$427,938
0.02% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
1,700
shares
|
$425,187
0.14% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
1,697
shares
|
$424,436
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,693
shares
|
$423,436
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,690
shares
|
$422,685
0.01% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,684
shares
|
$421,185
0.09% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,676
shares
|
$419,184
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,667
shares
|
$416,933
0.01% of portfolio
|
Q2 2025
Added 101.33%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,660
shares
|
$415,182
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,647
shares
|
$411,931
0.09% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
1,628
shares
|
$407,179
0.07% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,624
shares
|
$406,178
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
1,616
shares
|
$404,177
0.29% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,607
shares
|
$401,926
0.08% of portfolio
|
Q2 2025
Reduced 2.67%
|