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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
148
shares
|
$37,016
0.01% of portfolio
|
Q2 2025
Added 59.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
145
shares
|
$36,265
0.0% of portfolio
|
Q2 2023
Reduced 2.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
143
shares
|
$35,765
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
143
shares
|
$35,765
0.0% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
140
shares
|
$35,015
0.0% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
137
shares
|
$34,265
0.01% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
134
shares
|
$33,514
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
126
shares
|
$31,513
0.0% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
125
shares
|
$31,263
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
125
shares
|
$31,263
0.03% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
124
shares
|
$31,013
0.02% of portfolio
|
Q2 2025
Added 85.07%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
123
shares
|
$30,763
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
122
shares
|
$30,513
0.02% of portfolio
|
Q2 2025
Added 110.34%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
117
shares
|
$29,262
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
115
shares
|
$28,762
0.01% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
111
shares
|
$27,762
0.01% of portfolio
|
Q1 2025
Reduced 69.67%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
109
shares
|
$27,261
0.0% of portfolio
|
Q1 2024
Reduced 49.07%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
108
shares
|
$27,011
0.0% of portfolio
|
Q2 2025
Added 89.47%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
107
shares
|
$26,761
0.0% of portfolio
|
Q3 2024
Added 98.15%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$25,011
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$25,011
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$25,011
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
100
shares
|
$25,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
100
shares
|
$25,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
99
shares
|
$24,760
0.02% of portfolio
|
Q4 2024
New holding
|