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 1,210 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,036
shares
|
$252,887
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,035
shares
|
$252,643
0.22% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,034
shares
|
$252,399
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,034
shares
|
$252,399
0.02% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,031
shares
|
$251,667
0.07% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,027
shares
|
$250,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,026
shares
|
$250,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
1,026
shares
|
$250,446
0.12% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,026
shares
|
$250,446
0.04% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
1,022
shares
|
$249,470
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,020
shares
|
$248,982
0.01% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,019
shares
|
$248,737
0.11% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,013
shares
|
$247,273
0.1% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
1,012
shares
|
$247,029
0.11% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,010
shares
|
$246,541
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,008
shares
|
$246,052
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
1,006
shares
|
$245,564
0.04% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$244,100
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$244,100
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,000
shares
|
$244,100
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$244,100
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
994
shares
|
$242,635
0.02% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
993
shares
|
$242,391
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
990
shares
|
$241,659
0.03% of portfolio
|
Q2 2025
Added 2650.0%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
986
shares
|
$240,682
0.22% of portfolio
|
Q1 2025
Reduced 77.65%
|