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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
4
shares
|
$904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
4
shares
|
$904
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
4
shares
|
$904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3
shares
|
$678
0.0% of portfolio
|
Q1 2021
Reduced 99.9%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
3
shares
|
$678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$678
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$452
0.0% of portfolio
|
Q2 2025
Reduced 98.71%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2
shares
|
$452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2
shares
|
$452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
1
shares
|
$226
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|