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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
2,344
shares
|
$529,884
0.09% of portfolio
|
Q4 2023
Reduced 24.73%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
2,342
shares
|
$529,432
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,340
shares
|
$528,980
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
2,316
shares
|
$523,554
0.02% of portfolio
|
Q3 2025
Reduced 38.45%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
2,274
shares
|
$514,060
0.01% of portfolio
|
Q3 2025
Reduced 80.32%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
2,272
shares
|
$513,608
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
2,250
shares
|
$508,635
0.37% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,249
shares
|
$508,408
0.32% of portfolio
|
Q2 2024
Added 16.95%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,245
shares
|
$507,504
0.1% of portfolio
|
Q1 2025
Reduced 56.97%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
2,242
shares
|
$506,826
0.01% of portfolio
|
Q3 2025
Added 549.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,202
shares
|
$497,784
0.01% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,201
shares
|
$497,558
0.0% of portfolio
|
Q3 2025
Added 48.72%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,198
shares
|
$496,879
0.04% of portfolio
|
Q3 2025
Added 5395.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,194
shares
|
$495,975
0.01% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
2,170
shares
|
$490,550
0.16% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,168
shares
|
$490,098
0.03% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Nov 06, 2025 Q3 2025 |
2,162
shares
|
$488,741
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,146
shares
|
$485,124
0.07% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
2,131
shares
|
$481,733
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,130
shares
|
$481,507
0.02% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,117
shares
|
$478,569
0.0% of portfolio
|
Q3 2025
Reduced 52.69%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,106
shares
|
$476,082
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
2,104
shares
|
$475,630
0.36% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,090
shares
|
$472,465
0.01% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
2,045
shares
|
$462,292
0.28% of portfolio
|
Q3 2025
Reduced 28.67%
|
|