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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,137
shares
|
$284,375
0.02% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,132
shares
|
$283,124
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,130
shares
|
$282,624
0.05% of portfolio
|
Q2 2025
Reduced 94.77%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,127
shares
|
$281,873
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
1,119
shares
|
$279,873
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,117
shares
|
$279,372
0.06% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,110
shares
|
$277,622
0.01% of portfolio
|
Q2 2025
Added 112.24%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
1,104
shares
|
$276,121
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,101
shares
|
$275,371
0.01% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
1,100
shares
|
$275,121
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
1,098
shares
|
$274,620
0.08% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,093
shares
|
$273,370
0.03% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
1,092
shares
|
$273,120
0.11% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
1,088
shares
|
$272,119
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
1,082
shares
|
$270,619
0.05% of portfolio
|
Q2 2025
Added 15.35%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,077
shares
|
$269,368
0.03% of portfolio
|
Q4 2024
Reduced 20.34%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
1,075
shares
|
$268,868
0.1% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,072
shares
|
$268,117
0.16% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,062
shares
|
$265,616
0.0% of portfolio
|
Q2 2025
Added 300.75%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
1,062
shares
|
$265,616
0.01% of portfolio
|
Q4 2024
Closed
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,060
shares
|
$265,116
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,058
shares
|
$264,616
0.04% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
1,053
shares
|
$263,365
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,052
shares
|
$263,115
0.0% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,050
shares
|
$262,615
0.04% of portfolio
|
Q2 2025
Added 0.1%
|