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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
835
shares
|
$203,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
832
shares
|
$203,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
828
shares
|
$202,114
0.01% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
824
shares
|
$201,138
0.01% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
800
shares
|
$195,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
786
shares
|
$191,862
0.01% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
776
shares
|
$189,421
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
774
shares
|
$188,933
0.04% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
773
shares
|
$188,689
0.01% of portfolio
|
Q3 2022
Reduced 4.21%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
770
shares
|
$187,957
0.02% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
756
shares
|
$184,539
0.01% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
754
shares
|
$184,051
0.01% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
747
shares
|
$182,342
0.02% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
715
shares
|
$174,531
0.02% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
708
shares
|
$172,822
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
662
shares
|
$161,594
0.0% of portfolio
|
Q4 2023
Added 18.43%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
650
shares
|
$158,665
0.08% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
620
shares
|
$151,342
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
610
shares
|
$148,901
0.05% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
608
shares
|
$148,412
0.0% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
600
shares
|
$146,460
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
580
shares
|
$141,578
0.03% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
552
shares
|
$134,743
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
532
shares
|
$129,861
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$122,050
0.05% of portfolio
|
Q4 2024
Reduced 37.66%
|