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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
2,874
shares
|
$649,696
0.04% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
2,873
shares
|
$649,470
0.26% of portfolio
|
Q2 2025
Reduced 66.93%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,856
shares
|
$645,627
0.02% of portfolio
|
Q3 2025
Added 66.14%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
2,843
shares
|
$642,688
0.04% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,840
shares
|
$642,010
0.01% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
2,818
shares
|
$637,037
2.59% of portfolio
|
Q1 2025
Reduced 93.85%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
2,775
shares
|
$627,316
0.12% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
2,738
shares
|
$618,952
0.18% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
2,735
shares
|
$618,274
0.19% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
2,733
shares
|
$617,821
0.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
2,707
shares
|
$611,944
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
2,704
shares
|
$611,266
0.39% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,686
shares
|
$607,197
0.24% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
2,681
shares
|
$606,066
0.18% of portfolio
|
Q3 2020
New holding
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
2,681
shares
|
$606,066
0.04% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
2,681
shares
|
$606,066
0.0% of portfolio
|
Q3 2025
Reduced 98.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,670
shares
|
$603,580
0.01% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
2,667
shares
|
$602,902
0.03% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,665
shares
|
$602,449
0.03% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,665
shares
|
$602,449
0.14% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
2,662
shares
|
$601,771
0.09% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
2,642
shares
|
$597,250
0.03% of portfolio
|
Q3 2025
Added 83.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,635
shares
|
$595,668
0.01% of portfolio
|
Q3 2025
Added 65.62%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,630
shares
|
$594,537
0.01% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
2,596
shares
|
$586,851
0.04% of portfolio
|
Q2 2022
Reduced 50.33%
|
|