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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
7,682
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
7,585
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2023
Added 64.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,576
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
7,511
shares
|
$1.78 Million
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,464
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
7,408
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
7,385
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
7,322
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,198
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,181
shares
|
$1.71 Million
1.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,121
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
7,116
shares
|
$1.69 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,044
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
7,031
shares
|
$1.67 Million
0.31% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
7,000
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,919
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
6,912
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
6,862
shares
|
$1.63 Million
0.41% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,855
shares
|
$1.63 Million
0.09% of portfolio
|
Q4 2022
Added 4.34%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
6,844
shares
|
$1.63 Million
0.76% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
6,795
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Dean Capital Management
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,790
shares
|
$1.61 Million
0.66% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,748
shares
|
$1.6 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
6,717
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
6,654
shares
|
$1.58 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.65%
|