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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
900
shares
|
$225,099
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
895
shares
|
$223,848
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
894
shares
|
$223,598
0.02% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
894
shares
|
$223,598
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
882
shares
|
$220,597
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
881
shares
|
$220,346
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
875
shares
|
$218,846
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
875
shares
|
$218,846
0.05% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
875
shares
|
$218,846
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
868
shares
|
$217,095
0.11% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
867
shares
|
$216,845
0.01% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
865
shares
|
$216,345
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
863
shares
|
$215,844
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
859
shares
|
$214,844
0.15% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
858
shares
|
$214,594
0.08% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
855
shares
|
$213,844
0.09% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
854
shares
|
$213,593
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
852
shares
|
$213,093
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
838
shares
|
$209,592
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
835
shares
|
$208,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
833
shares
|
$208,341
0.01% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
833
shares
|
$208,341
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
830
shares
|
$207,591
0.01% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
824
shares
|
$206,090
0.01% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
824
shares
|
$206,090
0.05% of portfolio
|
Q2 2025
New holding
|