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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
958
shares
|
$216,565
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
956
shares
|
$216,113
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
949
shares
|
$214,530
0.06% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
942
shares
|
$212,948
0.01% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
937
shares
|
$211,818
0.1% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
936
shares
|
$211,592
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
930
shares
|
$210,235
0.11% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
930
shares
|
$210,235
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
928
shares
|
$209,783
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
928
shares
|
$209,783
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
928
shares
|
$209,783
0.0% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
925
shares
|
$209,105
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
925
shares
|
$209,105
0.06% of portfolio
|
Q1 2025
Added 144.06%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
924
shares
|
$208,879
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
923
shares
|
$208,653
0.01% of portfolio
|
Q3 2025
Added 105.11%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
905
shares
|
$204,584
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
904
shares
|
$204,358
0.21% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
900
shares
|
$203,454
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
895
shares
|
$202,323
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
888
shares
|
$200,741
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
887
shares
|
$200,515
0.02% of portfolio
|
Q3 2025
Added 28.74%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
882
shares
|
$199,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
880
shares
|
$198,932
0.04% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
880
shares
|
$198,932
0.01% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
880
shares
|
$198,932
0.1% of portfolio
|
Q3 2025
New holding
|
|