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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$125,055
0.04% of portfolio
|
Q1 2018
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
491
shares
|
$122,804
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
489
shares
|
$122,303
0.0% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
478
shares
|
$119,552
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
473
shares
|
$118,302
0.04% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
450
shares
|
$112,549
0.0% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
450
shares
|
$112,549
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
434
shares
|
$108,547
0.01% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
425
shares
|
$106,296
0.0% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
423
shares
|
$105,796
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
421
shares
|
$105,296
0.01% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
414
shares
|
$103,545
0.01% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
403
shares
|
$100,794
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
401
shares
|
$100,294
0.14% of portfolio
|
Q3 2022
Reduced 44.46%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
399
shares
|
$99,793
0.06% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
394
shares
|
$98,543
0.12% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
390
shares
|
$97,542
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
365
shares
|
$91,290
0.0% of portfolio
|
Q3 2023
Reduced 25.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
364
shares
|
$91,040
0.01% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
361
shares
|
$90,289
0.01% of portfolio
|
Q2 2025
Reduced 84.31%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
360
shares
|
$90,039
0.05% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
354
shares
|
$88,538
0.03% of portfolio
|
Q3 2020
Reduced 25.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
350
shares
|
$87,538
0.01% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
345
shares
|
$86,287
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
339
shares
|
$84,787
0.04% of portfolio
|
Q1 2025
Reduced 22.95%
|