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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
1,325
shares
|
$331,395
0.04% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,313
shares
|
$328,394
0.0% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,312
shares
|
$328,144
0.03% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
1,311
shares
|
$327,894
0.04% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,309
shares
|
$327,393
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,306
shares
|
$326,643
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,301
shares
|
$325,393
0.07% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
1,299
shares
|
$324,892
0.03% of portfolio
|
Q2 2024
Added 17.88%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,298
shares
|
$324,642
0.02% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,297
shares
|
$324,392
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,286
shares
|
$321,641
0.03% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,280
shares
|
$320,140
0.0% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,267
shares
|
$316,889
0.01% of portfolio
|
Q2 2025
Reduced 75.17%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,264
shares
|
$316,139
0.01% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,264
shares
|
$316,139
0.29% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,262
shares
|
$315,638
0.01% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,261
shares
|
$315,388
0.04% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,250
shares
|
$312,637
0.04% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$312,137
0.03% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
1,238
shares
|
$309,636
0.03% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,236
shares
|
$309,135
0.0% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,220
shares
|
$305,134
0.16% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
1,219
shares
|
$304,884
0.27% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,212
shares
|
$303,133
0.01% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,211
shares
|
$302,883
0.02% of portfolio
|
Q2 2025
Reduced 4.57%
|