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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
12
shares
|
$2,929
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
12
shares
|
$2,929
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
12
shares
|
$2,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$2,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
11
shares
|
$2,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$2,685
0.0% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
11
shares
|
$2,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
11
shares
|
$2,685
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$2,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$1,952
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$1,952
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
8
shares
|
$1,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
7
shares
|
$1,708
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
7
shares
|
$1,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
7
shares
|
$1,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
6
shares
|
$1,464
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,464
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$1,464
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
6
shares
|
$1,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$1,220
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
5
shares
|
$1,220
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
5
shares
|
$1,220
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$1,220
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
4
shares
|
$976
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$976
0.0% of portfolio
|
Q4 2021
New holding
|