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 1,127 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
24,574
shares
|
$5.72 Million
0.02% of portfolio
|
Q4 2024
Added 61.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
24,470
shares
|
$5.7 Million
0.24% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
24,328
shares
|
$5.67 Million
0.11% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
24,184
shares
|
$5.63 Million
0.05% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
24,127
shares
|
$5.62 Million
0.03% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,934
shares
|
$5.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.64%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
23,747
shares
|
$5.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,706
shares
|
$5.52 Million
0.01% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
23,634
shares
|
$5.5 Million
0.07% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,458
shares
|
$5.46 Million
0.01% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
23,217
shares
|
$5.41 Million
0.94% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,160
shares
|
$5.39 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
23,151
shares
|
$5.39 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
23,027
shares
|
$5.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.83%
|
|
|
Unigestion Holding Sa
|
Feb 13, 2025 Q4 2024 |
22,818
shares
|
$5.31 Million
0.3% of portfolio
|
Q4 2024
Added 337.55%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
22,493
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
22,403
shares
|
$5.22 Million
0.31% of portfolio
|
Q1 2023
Added 4.21%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
22,380
shares
|
$5.21 Million
0.03% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
22,313
shares
|
$5.2 Million
0.28% of portfolio
|
Q4 2024
Added 962.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
21,814
shares
|
$5.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
21,244
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
20,670
shares
|
$4.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
20,444
shares
|
$4.76 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
20,369
shares
|
$4.74 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
20,258
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 3.22%
|