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 1,131 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,576
shares
|
$382,116
0.01% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
1,565
shares
|
$379,449
0.27% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,561
shares
|
$378,480
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
1,557
shares
|
$377,510
0.25% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,557
shares
|
$377,510
0.06% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,547
shares
|
$375,085
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
1,544
shares
|
$374,358
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,537
shares
|
$372,661
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,531
shares
|
$371,206
0.01% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,528
shares
|
$370,478
0.01% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,524
shares
|
$369,509
0.11% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,517
shares
|
$367,811
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,515
shares
|
$367,326
0.08% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,504
shares
|
$364,659
0.19% of portfolio
|
Q1 2024
Reduced 19.87%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
1,501
shares
|
$363,932
0.09% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$363,690
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$363,690
0.03% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,491
shares
|
$361,507
0.01% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
1,490
shares
|
$361,265
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,489
shares
|
$361,022
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,488
shares
|
$360,780
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,486
shares
|
$360,295
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,485
shares
|
$360,053
0.05% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,484
shares
|
$359,810
0.03% of portfolio
|
Q3 2022
Reduced 34.86%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
1,480
shares
|
$358,840
0.15% of portfolio
|
Q3 2024
Reduced 8.36%
|