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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
28
shares
|
$6,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
28
shares
|
$6,834
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
28
shares
|
$6,834
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25
shares
|
$6,102
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
25
shares
|
$6,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
24
shares
|
$5,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
22
shares
|
$5,370
0.02% of portfolio
|
Q1 2025
Reduced 90.48%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
22
shares
|
$5,370
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
22
shares
|
$5,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21
shares
|
$5,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$5,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
20
shares
|
$4,882
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
20
shares
|
$4,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
20
shares
|
$4,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
18
shares
|
$4,393
0.0% of portfolio
|
Q2 2024
Reduced 79.55%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
18
shares
|
$4,393
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
17
shares
|
$4,149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
17
shares
|
$4,149
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
16
shares
|
$3,905
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
15
shares
|
$3,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15
shares
|
$3,661
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,417
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$3,173
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,173
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$3,173
0.0% of portfolio
|
Q1 2025
Added 44.44%
|