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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
903
shares
|
$220,422
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
900
shares
|
$219,690
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
896
shares
|
$218,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
895
shares
|
$218,469
0.05% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
895
shares
|
$218,469
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
893
shares
|
$217,981
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
893
shares
|
$217,981
0.03% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
892
shares
|
$217,737
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
888
shares
|
$216,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
884
shares
|
$215,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
882
shares
|
$215,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
877
shares
|
$214,075
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
875
shares
|
$213,587
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
875
shares
|
$213,587
0.05% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
866
shares
|
$211,390
0.02% of portfolio
|
Q1 2025
Reduced 36.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
865
shares
|
$211,146
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
863
shares
|
$210,658
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
861
shares
|
$210,170
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
858
shares
|
$209,437
0.08% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
855
shares
|
$208,705
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
855
shares
|
$208,705
0.09% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
854
shares
|
$208,461
0.05% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
842
shares
|
$205,532
0.0% of portfolio
|
Q1 2025
Reduced 32.21%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
840
shares
|
$205,044
0.22% of portfolio
|
Q1 2025
Added 833.33%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
837
shares
|
$204,311
0.03% of portfolio
|
Q1 2025
Reduced 36.2%
|