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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,117
shares
|
$252,509
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,116
shares
|
$252,282
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,112
shares
|
$251,378
0.04% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
1,104
shares
|
$249,570
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
1,102
shares
|
$249,118
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
1,100
shares
|
$248,666
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,095
shares
|
$247,535
0.0% of portfolio
|
Q3 2025
Reduced 83.48%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,090
shares
|
$246,405
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
1,087
shares
|
$245,727
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,082
shares
|
$244,596
0.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
1,081
shares
|
$244,370
0.0% of portfolio
|
Q3 2025
Added 154.35%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
1,077
shares
|
$243,466
0.03% of portfolio
|
Q4 2024
Reduced 20.34%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,070
shares
|
$241,884
0.03% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,067
shares
|
$241,206
0.0% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,066
shares
|
$240,979
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,063
shares
|
$240,301
0.01% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,063
shares
|
$240,301
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
1,063
shares
|
$240,301
0.21% of portfolio
|
Q3 2025
Reduced 33.73%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
1,062
shares
|
$240,075
0.01% of portfolio
|
Q4 2024
Closed
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
1,061
shares
|
$239,849
0.08% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
1,053
shares
|
$238,041
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
1,052
shares
|
$237,815
0.05% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,050
shares
|
$237,363
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$237,363
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
1,043
shares
|
$235,780
0.0% of portfolio
|
Q3 2025
Reduced 99.0%
|
|