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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$3,251
0.0% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
12
shares
|
$3,001
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
12
shares
|
$3,001
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
11
shares
|
$2,751
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
11
shares
|
$2,751
0.0% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
11
shares
|
$2,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
11
shares
|
$2,751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$2,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
9
shares
|
$2,250
0.0% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$2,000
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$2,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
8
shares
|
$2,000
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
8
shares
|
$2,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
7
shares
|
$1,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
6
shares
|
$1,500
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
6
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
6
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
Reduced 96.32%
|