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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
1,604
shares
|
$401,176
0.32% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
1,600
shares
|
$400,176
0.06% of portfolio
|
Q3 2022
Reduced 1.05%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,600
shares
|
$400,176
0.17% of portfolio
|
Q2 2025
Added 68.07%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,592
shares
|
$398,175
0.03% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,591
shares
|
$397,925
0.01% of portfolio
|
Q2 2025
Added 34.6%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,589
shares
|
$397,424
0.01% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,579
shares
|
$394,923
0.01% of portfolio
|
Q4 2022
Added 4.22%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,576
shares
|
$394,173
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,575
shares
|
$393,923
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,565
shares
|
$391,422
0.18% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,565
shares
|
$391,422
0.29% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
1,560
shares
|
$390,171
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,556
shares
|
$389,171
0.04% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,547
shares
|
$386,920
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,547
shares
|
$386,920
0.0% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,534
shares
|
$383,668
0.23% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,504
shares
|
$376,165
0.18% of portfolio
|
Q1 2024
Reduced 19.87%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$375,165
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$375,165
0.03% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,493
shares
|
$373,414
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,487
shares
|
$371,913
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,485
shares
|
$371,413
0.0% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,484
shares
|
$371,163
0.03% of portfolio
|
Q3 2022
Reduced 34.86%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,481
shares
|
$370,412
0.01% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
1,480
shares
|
$370,162
0.16% of portfolio
|
Q3 2024
Reduced 8.36%
|