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 1,236 institutions that hold shares in the stock, with a total of 110 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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,987
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2020
Reduced 17.75%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
4,839
shares
|
$1.09 Million
0.38% of portfolio
|
Q3 2025
Added 33.64%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
4,793
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,766
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,728
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,688
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,687
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,637
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,627
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 65.55%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
4,613
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,581
shares
|
$1.04 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
4,442
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
4,436
shares
|
$1 Million
0.42% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,433
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,383
shares
|
$990,820
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,366
shares
|
$986,977
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
4,361
shares
|
$985,847
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
4,323
shares
|
$977,257
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
4,320
shares
|
$976,579
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
4,300
shares
|
$972,058
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,279
shares
|
$967,310
0.03% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
4,273
shares
|
$965,954
0.04% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,242
shares
|
$958,946
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,225
shares
|
$955,103
0.01% of portfolio
|
Q1 2025
Reduced 14.2%
|
|