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 $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
12,702
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
12,698
shares
|
$3.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
12,595
shares
|
$3 Million
0.04% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,571
shares
|
$2.99 Million
0.06% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
12,490
shares
|
$2.97 Million
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,376
shares
|
$2.95 Million
1.12% of portfolio
|
Q1 2024
Added 10.31%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
12,334
shares
|
$2.94 Million
0.41% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,324
shares
|
$2.94 Million
0.21% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
12,165
shares
|
$2.9 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,039
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
11,991
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2024
Added 48.39%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
11,937
shares
|
$2.84 Million
0.02% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
11,902
shares
|
$2.83 Million
1.87% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
11,883
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
11,645
shares
|
$2.77 Million
0.17% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
11,440
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 1615.14%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
11,390
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
11,256
shares
|
$2.68 Million
1.12% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,211
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
11,138
shares
|
$2.65 Million
0.18% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
11,114
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
11,080
shares
|
$2.64 Million
0.03% of portfolio
|
Q4 2024
Added 61.4%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
11,078
shares
|
$2.64 Million
0.05% of portfolio
|
Q4 2024
Added 46.38%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,070
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 252.21%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,913
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Added 11.52%
|