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 |
|---|---|---|---|---|---|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$271,272
0.16% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
1,200
shares
|
$271,272
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
1,199
shares
|
$271,045
0.14% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,197
shares
|
$270,593
0.0% of portfolio
|
Q3 2025
Reduced 46.92%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
1,189
shares
|
$268,785
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
1,188
shares
|
$268,559
0.03% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
1,187
shares
|
$268,333
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
1,185
shares
|
$267,881
0.2% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,184
shares
|
$267,655
0.61% of portfolio
|
Q3 2025
Reduced 92.37%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,183
shares
|
$267,428
0.0% of portfolio
|
Q3 2025
Added 34.28%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,166
shares
|
$263,585
0.06% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
1,164
shares
|
$263,133
0.49% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,158
shares
|
$261,777
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
1,155
shares
|
$261,099
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
1,154
shares
|
$260,873
0.04% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,153
shares
|
$260,647
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,152
shares
|
$260,421
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,150
shares
|
$259,969
0.03% of portfolio
|
Q4 2024
Added 64.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,142
shares
|
$258,160
0.01% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,137
shares
|
$257,030
0.1% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
1,132
shares
|
$255,899
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,130
shares
|
$255,447
0.05% of portfolio
|
Q2 2025
Reduced 94.77%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
1,122
shares
|
$253,639
0.11% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
1,119
shares
|
$252,961
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
1,119
shares
|
$252,961
0.22% of portfolio
|
Q1 2024
New holding
|
|