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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
54
shares
|
$13,181
0.0% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
53
shares
|
$12,937
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
53
shares
|
$12,937
0.01% of portfolio
|
Q1 2024
Reduced 39.77%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
52
shares
|
$12,693
0.0% of portfolio
|
Q1 2024
Reduced 70.45%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
52
shares
|
$12,693
0.0% of portfolio
|
Q4 2022
Reduced 65.79%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
51
shares
|
$12,449
0.0% of portfolio
|
Q1 2025
Reduced 42.7%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
51
shares
|
$12,449
0.0% of portfolio
|
Q1 2025
Reduced 38.55%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
51
shares
|
$12,449
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
50
shares
|
$12,205
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
49
shares
|
$11,960
0.0% of portfolio
|
Q1 2023
Reduced 40.96%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$11,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
47
shares
|
$11,472
0.0% of portfolio
|
Q3 2023
Added 30.56%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
46
shares
|
$11,228
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
46
shares
|
$11,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
45
shares
|
$10,984
0.0% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
43
shares
|
$10,496
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
43
shares
|
$10,496
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
39
shares
|
$9,519
0.0% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
38
shares
|
$9,275
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
37
shares
|
$9,031
0.0% of portfolio
|
Q1 2023
Added 48.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
36
shares
|
$8,787
0.0% of portfolio
|
Q3 2024
Reduced 48.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
30
shares
|
$7,323
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30
shares
|
$7,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$7,078
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
29
shares
|
$7,078
0.0% of portfolio
|
Q1 2025
New holding
|