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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
823
shares
|
$205,840
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
786
shares
|
$196,586
0.01% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
774
shares
|
$193,585
0.04% of portfolio
|
Q2 2025
Added 65.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
773
shares
|
$193,335
0.01% of portfolio
|
Q3 2022
Reduced 4.21%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
770
shares
|
$192,584
0.02% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
762
shares
|
$190,583
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
754
shares
|
$188,582
0.01% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
715
shares
|
$178,828
0.02% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
708
shares
|
$177,077
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
689
shares
|
$172,325
0.02% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
665
shares
|
$166,323
0.0% of portfolio
|
Q2 2025
Added 91.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
662
shares
|
$165,572
0.0% of portfolio
|
Q4 2023
Added 18.43%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
650
shares
|
$162,571
0.08% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
637
shares
|
$159,320
0.0% of portfolio
|
Q2 2025
Reduced 83.74%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
621
shares
|
$155,318
0.0% of portfolio
|
Q2 2025
Added 33.55%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
620
shares
|
$155,068
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
620
shares
|
$155,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
610
shares
|
$152,567
0.05% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
608
shares
|
$152,066
0.0% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
608
shares
|
$152,066
0.01% of portfolio
|
Q2 2025
Added 63.88%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
600
shares
|
$150,066
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
594
shares
|
$148,565
0.01% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
552
shares
|
$138,060
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
550
shares
|
$137,560
0.03% of portfolio
|
Q2 2025
Added 58.96%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$125,055
0.05% of portfolio
|
Q4 2024
Reduced 37.66%
|