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 |
|---|---|---|---|---|---|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
982
shares
|
$239,706
0.01% of portfolio
|
Q1 2025
Added 193.13%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
977
shares
|
$238,485
0.08% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
972
shares
|
$237,265
0.07% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
968
shares
|
$236,288
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
965
shares
|
$235,556
0.01% of portfolio
|
Q1 2025
Reduced 26.34%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
964
shares
|
$235,312
0.1% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
964
shares
|
$235,312
0.02% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
958
shares
|
$233,847
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
953
shares
|
$232,627
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
952
shares
|
$232,383
0.11% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
946
shares
|
$230,918
0.02% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
946
shares
|
$230,918
0.01% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
944
shares
|
$230,430
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
938
shares
|
$228,965
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
935
shares
|
$228,233
0.03% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
930
shares
|
$227,013
0.12% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
928
shares
|
$226,524
0.0% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
925
shares
|
$225,792
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
925
shares
|
$225,792
0.07% of portfolio
|
Q1 2025
Added 144.06%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
924
shares
|
$225,548
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
918
shares
|
$224,083
0.01% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
916
shares
|
$223,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
915
shares
|
$223,351
0.08% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
908
shares
|
$221,642
0.05% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
904
shares
|
$220,666
0.21% of portfolio
|
Q4 2024
Reduced 2.59%
|