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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
879
shares
|
$198,706
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
879
shares
|
$198,706
0.03% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
877
shares
|
$198,254
0.07% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
875
shares
|
$197,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
875
shares
|
$197,802
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
868
shares
|
$196,220
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
868
shares
|
$196,220
0.01% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
866
shares
|
$195,767
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
865
shares
|
$195,541
0.1% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
863
shares
|
$195,089
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
860
shares
|
$194,411
0.0% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
856
shares
|
$193,507
0.03% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
855
shares
|
$193,281
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
854
shares
|
$193,055
0.01% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
844
shares
|
$190,794
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
844
shares
|
$190,794
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
831
shares
|
$187,855
0.04% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
823
shares
|
$186,047
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
820
shares
|
$185,369
0.0% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
803
shares
|
$181,526
0.0% of portfolio
|
Q3 2025
Added 45.47%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
786
shares
|
$177,683
0.01% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
774
shares
|
$174,970
0.07% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
773
shares
|
$174,744
0.01% of portfolio
|
Q3 2022
Reduced 4.21%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
770
shares
|
$174,066
0.02% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
760
shares
|
$171,805
0.09% of portfolio
|
Q3 2025
Reduced 88.56%
|
|