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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,211
shares
|
$951,938
0.01% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,151
shares
|
$938,375
0.15% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
4,121
shares
|
$931,593
0.46% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
4,110
shares
|
$929,106
0.05% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
4,084
shares
|
$923,229
0.02% of portfolio
|
Q3 2025
Reduced 57.15%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,074
shares
|
$920,968
0.02% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,038
shares
|
$912,830
0.02% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,015
shares
|
$907,630
0.14% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,011
shares
|
$906,726
0.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,005
shares
|
$905,370
0.32% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$904,240
0.35% of portfolio
|
Q4 2017
New holding
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
3,975
shares
|
$898,588
0.01% of portfolio
|
Q3 2025
Reduced 42.44%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
3,944
shares
|
$891,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,939
shares
|
$890,450
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
3,925
shares
|
$887,285
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
3,886
shares
|
$878,469
0.21% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,870
shares
|
$874,852
0.08% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,852
shares
|
$870,783
0.01% of portfolio
|
Q3 2025
Added 50.47%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,832
shares
|
$866,261
0.05% of portfolio
|
Q2 2022
Reduced 3.38%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
3,823
shares
|
$864,227
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
3,818
shares
|
$863,097
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,762
shares
|
$850,437
0.0% of portfolio
|
Q3 2025
Reduced 64.28%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,757
shares
|
$849,307
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
3,754
shares
|
$848,629
0.48% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,748
shares
|
$847,272
0.25% of portfolio
|
Q2 2025
Reduced 3.33%
|
|