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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
2,042
shares
|
$461,614
0.0% of portfolio
|
Q3 2025
Added 235.86%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,041
shares
|
$461,388
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,040
shares
|
$461,162
0.33% of portfolio
|
Q4 2020
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,019
shares
|
$456,415
0.07% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,017
shares
|
$455,963
0.01% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
2,012
shares
|
$454,832
0.03% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$452,120
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
1,995
shares
|
$450,989
0.34% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,985
shares
|
$448,729
0.01% of portfolio
|
Q3 2025
Reduced 31.83%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,980
shares
|
$447,598
0.0% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,961
shares
|
$443,303
0.01% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,956
shares
|
$442,173
0.07% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,950
shares
|
$440,817
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
1,945
shares
|
$439,686
0.01% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,939
shares
|
$438,330
0.05% of portfolio
|
Q3 2025
Added 95.86%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
1,939
shares
|
$438,330
0.3% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,936
shares
|
$437,652
0.27% of portfolio
|
Q3 2025
Reduced 27.19%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,932
shares
|
$436,747
0.1% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,896
shares
|
$428,609
0.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,872
shares
|
$423,184
0.0% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,857
shares
|
$419,793
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
1,857
shares
|
$419,793
0.04% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,852
shares
|
$418,663
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,844
shares
|
$416,854
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
1,843
shares
|
$416,628
0.05% of portfolio
|
Q3 2025
Reduced 1.65%
|
|