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 1,185 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
22
shares
|
$5,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21
shares
|
$4,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
20
shares
|
$4,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
20
shares
|
$4,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
18
shares
|
$4,266
0.0% of portfolio
|
Q2 2024
Reduced 79.55%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
18
shares
|
$4,266
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
17
shares
|
$4,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
17
shares
|
$4,029
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
16
shares
|
$3,792
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15
shares
|
$3,555
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
14
shares
|
$3,318
0.0% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,318
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
13
shares
|
$3,081
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
13
shares
|
$3,081
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$3,081
0.0% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
12
shares
|
$2,844
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
12
shares
|
$2,844
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
12
shares
|
$2,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$2,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
11
shares
|
$2,607
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
11
shares
|
$2,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$2,607
0.0% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
11
shares
|
$2,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
11
shares
|
$2,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$1,896
0.0% of portfolio
|
Q2 2024
New holding
|