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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
96
shares
|
$23,433
0.01% of portfolio
|
Q4 2024
Added 357.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
93
shares
|
$22,701
0.01% of portfolio
|
Q1 2025
Added 52.46%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
90
shares
|
$21,969
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
88
shares
|
$21,480
0.0% of portfolio
|
Q1 2019
Added 15.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
86
shares
|
$20,992
0.0% of portfolio
|
Q1 2025
Added 126.32%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
83
shares
|
$20,260
0.0% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
82
shares
|
$20,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$19,528
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
80
shares
|
$19,528
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
78
shares
|
$19,039
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
78
shares
|
$19,039
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
75
shares
|
$18,307
0.0% of portfolio
|
Q4 2022
Added 1.35%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
73
shares
|
$17,819
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
72
shares
|
$17,575
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
70
shares
|
$17,087
0.0% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
70
shares
|
$17,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
69
shares
|
$16,842
0.01% of portfolio
|
Q1 2024
Added 40.82%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
67
shares
|
$16,354
0.01% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
64
shares
|
$15,622
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
60
shares
|
$14,646
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
58
shares
|
$14,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
58
shares
|
$14,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
57
shares
|
$13,913
0.0% of portfolio
|
Q1 2025
Added 5600.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
55
shares
|
$13,425
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
54
shares
|
$13,181
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|