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 |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
29
shares
|
$7,253
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
28
shares
|
$7,003
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
28
shares
|
$7,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25
shares
|
$6,252
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
25
shares
|
$6,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
25
shares
|
$6,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
22
shares
|
$5,502
0.01% of portfolio
|
Q1 2025
Reduced 90.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
22
shares
|
$5,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
21
shares
|
$5,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$5,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
20
shares
|
$5,002
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
20
shares
|
$5,002
0.0% of portfolio
|
Q2 2025
Reduced 60.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
20
shares
|
$5,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
20
shares
|
$5,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$4,501
0.0% of portfolio
|
Q2 2024
Reduced 79.55%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
18
shares
|
$4,501
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
17
shares
|
$4,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
17
shares
|
$4,251
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
16
shares
|
$4,001
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
16
shares
|
$4,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
16
shares
|
$4,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
15
shares
|
$3,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,501
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$3,251
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,251
0.0% of portfolio
|
Q1 2023
New holding
|