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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
49
shares
|
$11,076
0.0% of portfolio
|
Q1 2023
Reduced 40.96%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
48
shares
|
$10,850
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$10,624
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
47
shares
|
$10,624
0.0% of portfolio
|
Q3 2023
Added 30.56%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
45
shares
|
$10,172
0.0% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
45
shares
|
$10,172
0.01% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
43
shares
|
$9,720
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
40
shares
|
$9,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
39
shares
|
$8,816
0.0% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
38
shares
|
$8,590
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
37
shares
|
$8,364
0.0% of portfolio
|
Q1 2023
Added 48.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
37
shares
|
$8,364
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
36
shares
|
$8,138
0.0% of portfolio
|
Q3 2025
Reduced 36.84%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
36
shares
|
$8,138
0.0% of portfolio
|
Q3 2025
Added 620.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
35
shares
|
$7,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
32
shares
|
$7,233
0.0% of portfolio
|
Q3 2025
Added 540.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
30
shares
|
$6,781
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
30
shares
|
$6,781
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$6,555
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
29
shares
|
$6,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
29
shares
|
$6,555
0.0% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
28
shares
|
$6,329
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
26
shares
|
$5,877
0.0% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25
shares
|
$5,651
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
25
shares
|
$5,651
0.0% of portfolio
|
Q2 2025
New holding
|
|