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 |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,606
shares
|
$363,052
0.01% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,605
shares
|
$362,826
0.03% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
1,600
shares
|
$361,696
0.13% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
1,600
shares
|
$361,696
0.06% of portfolio
|
Q3 2022
Reduced 1.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
1,598
shares
|
$361,243
0.01% of portfolio
|
Q3 2025
Reduced 24.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,587
shares
|
$358,757
0.0% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,579
shares
|
$356,948
0.01% of portfolio
|
Q4 2022
Added 4.22%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,577
shares
|
$356,496
0.04% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
1,571
shares
|
$355,140
0.01% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
1,565
shares
|
$353,783
0.26% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
1,563
shares
|
$353,331
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,560
shares
|
$352,653
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,557
shares
|
$351,975
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
1,550
shares
|
$350,393
0.0% of portfolio
|
Q3 2025
Reduced 65.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,547
shares
|
$349,714
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,534
shares
|
$346,776
0.07% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,531
shares
|
$346,097
0.05% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,518
shares
|
$343,159
0.0% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,504
shares
|
$339,994
0.02% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,504
shares
|
$339,994
0.17% of portfolio
|
Q1 2024
Reduced 19.87%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
1,504
shares
|
$339,994
0.15% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$339,090
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$339,090
0.05% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$339,090
0.03% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,492
shares
|
$337,281
0.02% of portfolio
|
Q3 2025
Added 31.22%
|
|