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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
88
shares
|
$19,893
0.0% of portfolio
|
Q1 2019
Added 15.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
83
shares
|
$18,762
0.0% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
81
shares
|
$18,310
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
80
shares
|
$18,084
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
80
shares
|
$18,084
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
80
shares
|
$18,084
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
80
shares
|
$18,084
0.01% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
78
shares
|
$17,632
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
78
shares
|
$17,632
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
75
shares
|
$16,954
0.0% of portfolio
|
Q4 2022
Added 1.35%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
73
shares
|
$16,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
71
shares
|
$16,050
0.0% of portfolio
|
Q3 2025
Added 61.36%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
70
shares
|
$15,824
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
69
shares
|
$15,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
69
shares
|
$15,598
0.0% of portfolio
|
Q1 2024
Added 40.82%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
66
shares
|
$14,919
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
64
shares
|
$14,467
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$13,563
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
54
shares
|
$12,207
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
54
shares
|
$12,207
0.0% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
53
shares
|
$11,981
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
53
shares
|
$11,981
0.01% of portfolio
|
Q1 2024
Reduced 39.77%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
52
shares
|
$11,755
0.0% of portfolio
|
Q1 2024
Reduced 70.45%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
52
shares
|
$11,755
0.0% of portfolio
|
Q4 2022
Reduced 65.79%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$11,303
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|