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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
141
shares
|
$31,874
0.01% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
140
shares
|
$31,648
0.0% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
135
shares
|
$30,518
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
134
shares
|
$30,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
130
shares
|
$29,387
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
128
shares
|
$28,935
0.0% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
125
shares
|
$28,257
0.03% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
123
shares
|
$27,805
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
120
shares
|
$27,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
117
shares
|
$26,449
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
115
shares
|
$25,996
0.0% of portfolio
|
Q3 2025
Added 85.48%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
115
shares
|
$25,996
0.0% of portfolio
|
Q3 2025
Reduced 99.5%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
113
shares
|
$25,544
0.0% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
111
shares
|
$25,092
0.01% of portfolio
|
Q1 2025
Reduced 69.67%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
109
shares
|
$24,640
0.0% of portfolio
|
Q1 2024
Reduced 49.07%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
106
shares
|
$23,962
0.0% of portfolio
|
Q3 2025
Reduced 96.74%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$22,606
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$22,606
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$22,606
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
100
shares
|
$22,606
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$22,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
99
shares
|
$22,379
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
96
shares
|
$21,701
0.01% of portfolio
|
Q4 2024
Added 357.14%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
93
shares
|
$21,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
91
shares
|
$20,571
0.0% of portfolio
|
Q3 2025
Added 10.98%
|
|