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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
54
shares
|
$13,505
0.0% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
53
shares
|
$13,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
53
shares
|
$13,255
0.01% of portfolio
|
Q1 2024
Reduced 39.77%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
52
shares
|
$13,005
0.0% of portfolio
|
Q1 2024
Reduced 70.45%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$13,005
0.0% of portfolio
|
Q4 2022
Reduced 65.79%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
50
shares
|
$12,505
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
49
shares
|
$12,255
0.0% of portfolio
|
Q1 2023
Reduced 40.96%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$11,755
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
47
shares
|
$11,755
0.0% of portfolio
|
Q3 2023
Added 30.56%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
47
shares
|
$11,755
0.0% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
45
shares
|
$11,254
0.0% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
44
shares
|
$11,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
44
shares
|
$11,004
0.0% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
43
shares
|
$10,754
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
40
shares
|
$10,004
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
39
shares
|
$9,754
0.0% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
38
shares
|
$9,504
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
37
shares
|
$9,254
0.0% of portfolio
|
Q1 2023
Added 48.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
36
shares
|
$9,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
34
shares
|
$8,503
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
30
shares
|
$7,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
30
shares
|
$7,503
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30
shares
|
$7,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$7,253
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
29
shares
|
$7,253
0.0% of portfolio
|
Q1 2025
New holding
|