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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$2,938
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
13
shares
|
$2,938
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
12
shares
|
$2,712
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
12
shares
|
$2,712
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
11
shares
|
$2,486
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
11
shares
|
$2,486
0.0% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
11
shares
|
$2,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
11
shares
|
$2,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
9
shares
|
$2,034
0.0% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
8
shares
|
$1,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$1,808
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8
shares
|
$1,808
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$1,808
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
6
shares
|
$1,356
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$1,356
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
6
shares
|
$1,356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$1,356
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
6
shares
|
$1,356
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,356
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$1,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
5
shares
|
$1,130
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$904
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$904
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|