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 1,126 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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
14,526
shares
|
$3.45 Million
0.58% of portfolio
|
Q3 2022
Reduced 3.72%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
14,350
shares
|
$3.41 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,178
shares
|
$3.37 Million
0.03% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
14,140
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 30.76%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
14,105
shares
|
$3.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
14,039
shares
|
$3.33 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
14,030
shares
|
$3.33 Million
0.38% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
14,005
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
13,852
shares
|
$3.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
13,794
shares
|
$3.28 Million
0.03% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
13,777
shares
|
$3.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
13,649
shares
|
$3.24 Million
0.12% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,500
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
13,351
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
13,296
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,265
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
13,227
shares
|
$3.14 Million
0.81% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,215
shares
|
$3.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
13,184
shares
|
$3.13 Million
0.49% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
13,086
shares
|
$3.11 Million
0.12% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
12,900
shares
|
$3.06 Million
1.76% of portfolio
|
Q2 2017
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
12,845
shares
|
$3.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
12,835
shares
|
$3.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,810
shares
|
$3.04 Million
0.25% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
12,767
shares
|
$3.03 Million
1.64% of portfolio
|
Q4 2024
Added 1.8%
|