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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
462
shares
|
$104,439
0.04% of portfolio
|
Q3 2025
Added 269.6%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
450
shares
|
$101,727
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
434
shares
|
$98,110
0.01% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$98,110
0.0% of portfolio
|
Q3 2025
Reduced 90.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
427
shares
|
$96,527
0.11% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
425
shares
|
$96,075
0.0% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
425
shares
|
$96,075
0.0% of portfolio
|
Q3 2025
Reduced 36.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
423
shares
|
$95,623
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
421
shares
|
$95,171
0.01% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
414
shares
|
$93,588
0.01% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
403
shares
|
$91,102
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
401
shares
|
$90,650
0.14% of portfolio
|
Q3 2022
Reduced 44.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
374
shares
|
$84,546
0.01% of portfolio
|
Q3 2025
Added 356.1%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
365
shares
|
$82,511
0.0% of portfolio
|
Q3 2023
Reduced 25.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
364
shares
|
$82,285
0.01% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
361
shares
|
$81,607
0.01% of portfolio
|
Q2 2025
Reduced 84.31%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
361
shares
|
$81,607
0.0% of portfolio
|
Q3 2025
Added 1144.83%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
360
shares
|
$81,381
0.05% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
354
shares
|
$80,025
0.03% of portfolio
|
Q3 2020
Reduced 25.16%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
352
shares
|
$79,573
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
331
shares
|
$74,825
0.0% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
330
shares
|
$74,599
0.02% of portfolio
|
Q1 2024
Added 69.23%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
324
shares
|
$73,243
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
319
shares
|
$72,113
0.05% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
311
shares
|
$70,304
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|