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 1,209 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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
491
shares
|
$119,853
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
478
shares
|
$116,679
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
468
shares
|
$114,238
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
468
shares
|
$114,238
0.04% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
465
shares
|
$113,506
0.08% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
465
shares
|
$113,506
0.0% of portfolio
|
Q1 2025
Reduced 50.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
444
shares
|
$108,380
0.0% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
434
shares
|
$105,939
0.01% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
424
shares
|
$103,498
0.01% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
423
shares
|
$103,254
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
414
shares
|
$101,057
0.01% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
403
shares
|
$98,372
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
401
shares
|
$97,884
0.14% of portfolio
|
Q3 2022
Reduced 44.46%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
394
shares
|
$96,175
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
392
shares
|
$95,687
0.01% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
385
shares
|
$93,978
0.12% of portfolio
|
Q1 2025
Added 47.51%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
371
shares
|
$90,561
0.0% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
365
shares
|
$89,096
0.0% of portfolio
|
Q3 2023
Reduced 25.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
364
shares
|
$88,852
0.01% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
360
shares
|
$87,876
0.05% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
354
shares
|
$86,411
0.03% of portfolio
|
Q3 2020
Reduced 25.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
350
shares
|
$85,435
0.01% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
347
shares
|
$84,702
0.0% of portfolio
|
Q1 2025
Reduced 45.35%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
346
shares
|
$84,458
0.02% of portfolio
|
Q1 2025
Added 226.42%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
339
shares
|
$82,749
0.05% of portfolio
|
Q1 2025
Reduced 22.95%
|