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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
330
shares
|
$80,553
0.02% of portfolio
|
Q1 2024
Added 69.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
322
shares
|
$78,600
0.0% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
319
shares
|
$77,867
0.02% of portfolio
|
Q2 2025
Reduced 39.58%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
316
shares
|
$77,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
311
shares
|
$75,915
0.05% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
310
shares
|
$75,671
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$73,230
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
300
shares
|
$73,230
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
300
shares
|
$73,230
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
295
shares
|
$72,009
0.01% of portfolio
|
Q2 2019
Added 0.34%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
294
shares
|
$71,765
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
273
shares
|
$66,639
0.01% of portfolio
|
Q2 2025
Reduced 36.21%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
265
shares
|
$64,686
0.0% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
255
shares
|
$62,245
0.0% of portfolio
|
Q1 2025
Reduced 70.18%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
255
shares
|
$62,245
0.03% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
252
shares
|
$61,513
0.0% of portfolio
|
Q1 2025
Reduced 38.54%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
248
shares
|
$60,536
0.03% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
229
shares
|
$55,898
0.0% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
229
shares
|
$55,898
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
229
shares
|
$55,898
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
229
shares
|
$55,898
0.01% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
225
shares
|
$54,922
0.02% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
225
shares
|
$54,922
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
224
shares
|
$54,678
0.03% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
220
shares
|
$53,702
0.02% of portfolio
|
Q2 2022
Reduced 4.35%
|