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 |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,840
shares
|
$415,950
0.05% of portfolio
|
Q3 2025
Added 183900.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,820
shares
|
$411,429
0.06% of portfolio
|
Q4 2024
Added 1815.79%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,818
shares
|
$410,977
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,818
shares
|
$410,977
0.0% of portfolio
|
Q3 2025
Added 35.57%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
1,812
shares
|
$409,620
0.03% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,811
shares
|
$409,394
0.04% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,809
shares
|
$408,942
0.0% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,798
shares
|
$406,455
0.01% of portfolio
|
Q1 2024
Reduced 21.24%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,798
shares
|
$406,455
0.22% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
1,796
shares
|
$406,003
0.21% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,791
shares
|
$404,873
0.01% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
1,784
shares
|
$403,291
0.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
1,780
shares
|
$402,386
0.1% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,767
shares
|
$399,448
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
1,767
shares
|
$399,448
0.11% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
1,766
shares
|
$399,221
0.11% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
1,760
shares
|
$397,865
0.0% of portfolio
|
Q3 2025
Added 29.13%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
1,758
shares
|
$397,413
0.04% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,757
shares
|
$397,187
0.07% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
1,750
shares
|
$395,605
0.16% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
1,749
shares
|
$395,378
0.04% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,745
shares
|
$394,474
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,744
shares
|
$394,248
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
1,739
shares
|
$393,118
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,736
shares
|
$392,440
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|