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 |
|---|---|---|---|---|---|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
3,187
shares
|
$720,453
0.52% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,176
shares
|
$717,966
0.04% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,172
shares
|
$717,062
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,169
shares
|
$716,384
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
3,159
shares
|
$714,123
0.05% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,132
shares
|
$708,019
0.21% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
3,118
shares
|
$704,855
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,117
shares
|
$704,629
0.07% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,111
shares
|
$703,272
0.01% of portfolio
|
Q3 2025
Added 163.42%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,103
shares
|
$701,464
0.12% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
3,078
shares
|
$695,812
0.14% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
3,067
shares
|
$693,326
0.05% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
3,048
shares
|
$689,030
0.12% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,047
shares
|
$688,804
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
3,039
shares
|
$686,996
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
2,960
shares
|
$669,137
0.26% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
2,958
shares
|
$668,685
0.02% of portfolio
|
Q3 2025
Reduced 88.81%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,956
shares
|
$668,233
0.19% of portfolio
|
Q3 2025
Reduced 40.54%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
2,950
shares
|
$666,877
0.2% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
2,948
shares
|
$666,424
0.15% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,938
shares
|
$664,164
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
2,918
shares
|
$659,643
0.03% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,902
shares
|
$656,026
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,883
shares
|
$651,730
0.04% of portfolio
|
Q2 2022
Reduced 5.04%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
2,879
shares
|
$650,826
0.05% of portfolio
|
Q1 2024
New holding
|
|