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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,205
shares
|
$301,382
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1,201
shares
|
$300,382
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$300,132
0.2% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$299,881
0.14% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,190
shares
|
$297,630
0.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
1,189
shares
|
$297,380
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
1,184
shares
|
$296,130
0.18% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,181
shares
|
$295,379
0.01% of portfolio
|
Q2 2025
Reduced 25.54%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,180
shares
|
$295,129
0.0% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,180
shares
|
$295,129
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,179
shares
|
$294,879
0.0% of portfolio
|
Q2 2025
Added 691.28%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,173
shares
|
$293,379
0.1% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
1,171
shares
|
$292,878
0.06% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,165
shares
|
$291,378
0.02% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,158
shares
|
$289,627
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,155
shares
|
$288,877
0.01% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
1,154
shares
|
$288,626
0.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,154
shares
|
$288,626
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
1,152
shares
|
$288,126
0.19% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,150
shares
|
$287,626
0.04% of portfolio
|
Q4 2024
Added 64.29%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,148
shares
|
$287,126
0.03% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
1,146
shares
|
$286,626
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,146
shares
|
$286,626
0.01% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
1,142
shares
|
$285,625
0.0% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
1,139
shares
|
$284,875
0.02% of portfolio
|
Q4 2023
Reduced 11.64%
|