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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
990
shares
|
$247,608
0.03% of portfolio
|
Q2 2025
Added 2650.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
986
shares
|
$246,608
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
977
shares
|
$244,357
0.08% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
972
shares
|
$243,106
0.07% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
968
shares
|
$242,106
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
964
shares
|
$241,106
0.02% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
958
shares
|
$239,605
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
947
shares
|
$236,854
0.11% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
946
shares
|
$236,604
0.02% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
946
shares
|
$236,604
0.01% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
942
shares
|
$235,603
0.01% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
935
shares
|
$233,852
0.03% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
930
shares
|
$232,602
0.12% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
930
shares
|
$232,602
0.05% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
928
shares
|
$232,102
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
926
shares
|
$231,601
0.05% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
925
shares
|
$231,351
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
925
shares
|
$231,351
0.07% of portfolio
|
Q1 2025
Added 144.06%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Aug 12, 2025 Q2 2025 |
925
shares
|
$231,351
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
921
shares
|
$230,351
0.17% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
910
shares
|
$227,600
0.0% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
908
shares
|
$227,099
0.05% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
905
shares
|
$226,349
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
904
shares
|
$226,099
0.21% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
903
shares
|
$225,849
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|