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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,312
shares
|
$296,590
0.03% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
1,311
shares
|
$296,364
0.04% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,306
shares
|
$295,234
0.01% of portfolio
|
Q3 2025
Reduced 31.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,301
shares
|
$294,104
0.01% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
1,299
shares
|
$293,651
0.02% of portfolio
|
Q2 2024
Added 17.88%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,298
shares
|
$293,425
0.02% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,296
shares
|
$292,973
0.01% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,288
shares
|
$291,165
0.01% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,286
shares
|
$290,713
0.02% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,286
shares
|
$290,713
0.0% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,284
shares
|
$290,261
0.0% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,275
shares
|
$288,226
0.01% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
1,272
shares
|
$287,548
0.03% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
1,266
shares
|
$286,191
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,264
shares
|
$285,739
0.29% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,261
shares
|
$285,061
0.03% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,241
shares
|
$280,540
0.04% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
1,233
shares
|
$278,731
0.04% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
1,222
shares
|
$276,245
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
1,218
shares
|
$275,341
0.03% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,213
shares
|
$274,210
0.02% of portfolio
|
Q3 2025
Added 104.21%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
1,208
shares
|
$273,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
1,205
shares
|
$272,402
0.02% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,205
shares
|
$272,402
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1,201
shares
|
$271,498
0.11% of portfolio
|
Q4 2023
New holding
|
|