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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,484
shares
|
$335,473
0.03% of portfolio
|
Q3 2022
Reduced 34.86%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,480
shares
|
$334,568
0.15% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,479
shares
|
$334,342
0.0% of portfolio
|
Q3 2025
Reduced 89.03%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,474
shares
|
$333,212
0.01% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
1,465
shares
|
$331,177
0.08% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,444
shares
|
$326,430
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,441
shares
|
$325,752
0.01% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,431
shares
|
$323,491
0.04% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,429
shares
|
$323,039
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,407
shares
|
$318,066
0.05% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,406
shares
|
$317,840
0.16% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
1,403
shares
|
$317,162
0.18% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,401
shares
|
$316,710
0.01% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,391
shares
|
$314,449
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
1,386
shares
|
$313,319
0.1% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
1,374
shares
|
$310,606
0.02% of portfolio
|
Q3 2025
Reduced 51.74%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,372
shares
|
$310,154
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,361
shares
|
$307,667
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
1,359
shares
|
$307,215
0.1% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,358
shares
|
$306,989
0.09% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,355
shares
|
$306,311
0.04% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Nov 14, 2025 Q3 2025 |
1,339
shares
|
$302,694
0.33% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,332
shares
|
$301,111
0.01% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
1,325
shares
|
$299,529
0.04% of portfolio
|
Q3 2025
Reduced 63.19%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
1,314
shares
|
$297,042
0.03% of portfolio
|
Q3 2025
New holding
|
|