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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
96
shares
|
$24,010
0.01% of portfolio
|
Q4 2024
Added 357.14%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
93
shares
|
$23,260
0.02% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
90
shares
|
$22,509
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
88
shares
|
$22,009
0.0% of portfolio
|
Q1 2019
Added 15.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
83
shares
|
$20,759
0.0% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
82
shares
|
$20,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
82
shares
|
$20,509
0.0% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$20,008
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
80
shares
|
$20,008
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
79
shares
|
$19,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
78
shares
|
$19,508
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
78
shares
|
$19,508
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
75
shares
|
$18,758
0.0% of portfolio
|
Q4 2022
Added 1.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
75
shares
|
$18,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
73
shares
|
$18,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
70
shares
|
$17,507
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
69
shares
|
$17,257
0.01% of portfolio
|
Q1 2024
Added 40.82%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
66
shares
|
$16,507
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
64
shares
|
$16,007
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
62
shares
|
$15,506
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
60
shares
|
$15,006
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
59
shares
|
$14,756
0.01% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
58
shares
|
$14,506
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
57
shares
|
$14,256
0.0% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
54
shares
|
$13,505
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|