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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,038
shares
|
$234,650
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,035
shares
|
$233,972
0.01% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,026
shares
|
$231,937
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,026
shares
|
$231,937
0.04% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
1,022
shares
|
$231,033
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
1,019
shares
|
$230,355
0.02% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,012
shares
|
$228,772
0.09% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
1,010
shares
|
$228,320
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
1,006
shares
|
$227,416
0.04% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,004
shares
|
$226,964
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
1,000
shares
|
$226,060
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$226,060
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$226,060
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
998
shares
|
$225,607
0.08% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
992
shares
|
$224,251
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
990
shares
|
$223,799
0.03% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
985
shares
|
$222,669
0.0% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
981
shares
|
$221,764
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
979
shares
|
$221,312
0.04% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
976
shares
|
$220,634
0.12% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
976
shares
|
$220,634
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
969
shares
|
$219,052
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
968
shares
|
$218,826
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
961
shares
|
$217,243
0.02% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
959
shares
|
$216,791
0.13% of portfolio
|
Q3 2025
New holding
|
|