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 1,128 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 $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,616
shares
|
$634,275
0.0% of portfolio
|
Q4 2024
Added 234.53%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,600
shares
|
$630,396
0.27% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
2,596
shares
|
$629,426
0.04% of portfolio
|
Q2 2022
Reduced 50.33%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
2,565
shares
|
$621,909
0.02% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,562
shares
|
$621,182
0.08% of portfolio
|
Q3 2024
Added 50.62%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,560
shares
|
$620,697
0.42% of portfolio
|
Q3 2022
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
2,555
shares
|
$619,485
0.08% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,548
shares
|
$617,788
0.02% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,547
shares
|
$617,545
0.03% of portfolio
|
Q4 2024
Added 66.14%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
2,536
shares
|
$614,878
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
2,535
shares
|
$614,636
0.05% of portfolio
|
Q3 2021
Reduced 20.53%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
2,534
shares
|
$614,393
0.03% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
2,531
shares
|
$613,666
0.04% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,503
shares
|
$606,877
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
2,500
shares
|
$606,150
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,492
shares
|
$604,210
0.2% of portfolio
|
Q3 2023
Reduced 5.75%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
2,454
shares
|
$594,996
0.03% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,448
shares
|
$593,542
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
2,447
shares
|
$593,299
0.04% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,433
shares
|
$589,905
0.01% of portfolio
|
Q4 2024
Added 97.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,403
shares
|
$582,631
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,396
shares
|
$580,934
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
2,383
shares
|
$577,782
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
2,360
shares
|
$572,205
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,344
shares
|
$568,326
0.11% of portfolio
|
Q4 2023
Reduced 24.73%
|