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 |
---|---|---|---|---|---|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$262,615
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,045
shares
|
$261,364
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,045
shares
|
$261,364
0.01% of portfolio
|
Q2 2025
Added 6.42%
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,045
shares
|
$261,364
0.01% of portfolio
|
Q2 2025
New holding
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,043
shares
|
$260,864
0.12% of portfolio
|
Q2 2025
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,038
shares
|
$259,614
0.01% of portfolio
|
Q3 2022
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,036
shares
|
$259,113
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,035
shares
|
$258,863
0.0% of portfolio
|
Q2 2025
Reduced 87.99%
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,034
shares
|
$258,613
0.02% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,031
shares
|
$257,863
0.07% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,029
shares
|
$257,363
0.04% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,026
shares
|
$256,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
1,026
shares
|
$256,612
0.14% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,026
shares
|
$256,612
0.04% of portfolio
|
Q2 2025
Added 13.0%
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,025
shares
|
$256,362
0.02% of portfolio
|
Q2 2025
Added 5.89%
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
1,022
shares
|
$255,612
0.62% of portfolio
|
Q4 2024
New holding
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
1,015
shares
|
$253,861
0.09% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,012
shares
|
$253,111
0.09% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
1,010
shares
|
$252,611
0.09% of portfolio
|
Q3 2024
New holding
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
1,006
shares
|
$251,610
0.04% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$250,110
0.05% of portfolio
|
Q3 2024
New holding
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$250,110
0.17% of portfolio
|
Q3 2024
New holding
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$250,110
0.07% of portfolio
|
Q4 2024
New holding
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
999
shares
|
$249,859
0.21% of portfolio
|
Q2 2025
Added 1.32%
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
994
shares
|
$248,609
0.01% of portfolio
|
Q2 2025
Added 5.3%
|