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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
25
shares
|
$5,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
25
shares
|
$5,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
25
shares
|
$5,651
0.01% of portfolio
|
Q3 2025
Reduced 78.26%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
22
shares
|
$4,973
0.01% of portfolio
|
Q1 2025
Reduced 90.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
22
shares
|
$4,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
22
shares
|
$4,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
21
shares
|
$4,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
21
shares
|
$4,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$4,521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$4,521
0.0% of portfolio
|
Q2 2025
Reduced 60.78%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
19
shares
|
$4,295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
18
shares
|
$4,069
0.0% of portfolio
|
Q2 2024
Reduced 79.55%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
18
shares
|
$4,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
18
shares
|
$4,069
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
18
shares
|
$4,069
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$3,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
17
shares
|
$3,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
17
shares
|
$3,843
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
16
shares
|
$3,616
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
16
shares
|
$3,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
16
shares
|
$3,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
15
shares
|
$3,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
15
shares
|
$3,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$3,164
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,164
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|