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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
755
shares
|
$170,675
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
754
shares
|
$170,449
0.01% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
715
shares
|
$161,632
0.02% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
708
shares
|
$160,050
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
662
shares
|
$149,651
0.0% of portfolio
|
Q4 2023
Added 18.43%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
661
shares
|
$149,425
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
650
shares
|
$146,939
0.07% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
649
shares
|
$146,712
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
644
shares
|
$145,582
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
620
shares
|
$140,157
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
610
shares
|
$137,896
0.05% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
600
shares
|
$135,636
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
574
shares
|
$129,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
549
shares
|
$124,106
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
540
shares
|
$122,072
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
529
shares
|
$119,585
0.0% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
518
shares
|
$117,099
0.04% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
516
shares
|
$116,646
0.07% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
500
shares
|
$113,030
0.05% of portfolio
|
Q4 2024
Reduced 37.66%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$113,030
0.04% of portfolio
|
Q1 2018
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
500
shares
|
$113,030
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
494
shares
|
$111,673
0.03% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
491
shares
|
$110,995
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
478
shares
|
$108,056
0.04% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
476
shares
|
$107,604
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|