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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
145
shares
|
$35,394
0.01% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
145
shares
|
$35,394
0.0% of portfolio
|
Q2 2023
Reduced 2.03%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
143
shares
|
$34,906
0.0% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
141
shares
|
$34,418
0.0% of portfolio
|
Q1 2025
Added 48.42%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
137
shares
|
$33,441
0.01% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
137
shares
|
$33,441
0.01% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
136
shares
|
$33,197
0.0% of portfolio
|
Q1 2025
Added 2620.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
133
shares
|
$32,465
0.0% of portfolio
|
Q1 2025
Added 146.3%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
128
shares
|
$31,244
0.0% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
121
shares
|
$29,536
0.0% of portfolio
|
Q3 2024
Added 384.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
120
shares
|
$29,292
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
117
shares
|
$28,559
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
115
shares
|
$28,071
0.01% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
111
shares
|
$27,095
0.01% of portfolio
|
Q1 2025
Reduced 69.67%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
109
shares
|
$26,606
0.0% of portfolio
|
Q1 2024
Reduced 49.07%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
107
shares
|
$26,118
0.0% of portfolio
|
Q3 2024
Added 98.15%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
102
shares
|
$24,898
0.0% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$24,410
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$24,410
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$24,410
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
100
shares
|
$24,410
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
100
shares
|
$24,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
99
shares
|
$24,165
0.0% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
99
shares
|
$24,165
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
99
shares
|
$24,165
0.02% of portfolio
|
Q1 2025
Reduced 41.07%
|