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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,595
shares
|
$586,625
0.01% of portfolio
|
Q3 2025
Reduced 74.51%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,590
shares
|
$585,495
0.18% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,567
shares
|
$580,296
0.01% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
2,566
shares
|
$580,069
0.03% of portfolio
|
Q3 2025
Added 120.26%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,560
shares
|
$578,713
0.42% of portfolio
|
Q3 2022
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
2,547
shares
|
$575,774
0.03% of portfolio
|
Q3 2025
Added 143.73%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
2,535
shares
|
$573,062
0.05% of portfolio
|
Q3 2021
Reduced 20.53%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,517
shares
|
$568,993
0.25% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,511
shares
|
$567,636
0.05% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$565,150
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,492
shares
|
$563,341
0.2% of portfolio
|
Q3 2023
Reduced 5.75%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,490
shares
|
$562,889
0.02% of portfolio
|
Q3 2025
Added 68.13%
|
|
|
Ami Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,477
shares
|
$559,950
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
2,477
shares
|
$559,950
0.04% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
2,468
shares
|
$557,916
0.06% of portfolio
|
Q3 2025
Added 28.81%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
2,464
shares
|
$557,011
0.09% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,460
shares
|
$556,107
0.1% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,437
shares
|
$550,908
0.42% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
2,423
shares
|
$547,743
0.04% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,422
shares
|
$547,517
0.02% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
2,384
shares
|
$538,927
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,371
shares
|
$535,988
0.04% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,369
shares
|
$535,536
0.01% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,367
shares
|
$535,084
0.01% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,362
shares
|
$533,953
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|