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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
311
shares
|
$70,304
0.05% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
310
shares
|
$70,078
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$67,818
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
300
shares
|
$67,818
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
297
shares
|
$67,139
0.0% of portfolio
|
Q3 2025
Reduced 79.62%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
295
shares
|
$66,687
0.01% of portfolio
|
Q2 2019
Added 0.34%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
294
shares
|
$66,461
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
273
shares
|
$61,714
0.01% of portfolio
|
Q2 2025
Reduced 36.21%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
265
shares
|
$59,905
0.04% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
255
shares
|
$57,645
0.0% of portfolio
|
Q1 2025
Reduced 70.18%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
255
shares
|
$57,645
0.03% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
253
shares
|
$57,193
0.0% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
253
shares
|
$57,193
0.01% of portfolio
|
Q3 2025
Added 38.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
241
shares
|
$54,480
0.02% of portfolio
|
Q3 2025
Added 32.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
239
shares
|
$54,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
229
shares
|
$51,767
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
229
shares
|
$51,767
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
225
shares
|
$50,863
0.02% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
225
shares
|
$50,863
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
220
shares
|
$49,733
0.02% of portfolio
|
Q2 2022
Reduced 4.35%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
219
shares
|
$49,507
0.01% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
215
shares
|
$48,602
0.04% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
215
shares
|
$48,602
0.01% of portfolio
|
Q2 2025
Added 31.1%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
214
shares
|
$48,376
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
212
shares
|
$47,924
0.04% of portfolio
|
Q3 2025
Reduced 1.85%
|
|