Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$256.64 -0.44 (-0.17%)
As of 01:27 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Broadridge Financial Solutions (NYSE:BR)

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
736
Total
Institutional Inflows
(last 12 months)
$3.85B
Number of
Institutional Sellers
(last 12 months)
514
Total
Institutional Outflows
(last 12 months)
$2.22B
Get BR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Broadridge Financial Solutions stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC12,899$3.14M0.0%-15.2%0.011%
8/20/2025 Kentucky Retirement Systems7,502$1.82M0.1%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund3,184$774K0.1%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.1,751$425K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC14,519$3.59M0.1%+14.7%0.012%
8/19/2025 Pitcairn Co.2,149$522K0.0%-11.9%0.002%
8/18/2025 Geneos Wealth Management Inc.4,138$1.01M0.0%+124.3%0.004%
8/18/2025 Caxton Associates LLP2,806$682K0.0%-54.1%0.002%
8/18/2025 CYBER HORNET ETFs LLC309$75K0.1%N/A0.000%
8/18/2025 Second Line Capital LLC14,284$3.48M0.8%+4.3%0.012%
8/16/2025 Public Sector Pension Investment Board8,994$2.19M0.0%-43.7%0.008%
8/16/2025 FORA Capital LLC4,832$1.17M0.1%N/A0.004%
8/16/2025 Evergreen Capital Management LLC1,101$269K0.0%+7.2%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co143,600$34.93M0.1%-5.4%0.123%
8/15/2025 Tower Research Capital LLC TRC 1,267$308K0.0%-75.2%0.001%
8/15/2025 MUFG Securities EMEA plc345$84K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC430,790$105.01M0.1%+5.4%0.368%
8/15/2025 State of Tennessee Department of Treasury25,105$6.10M0.0%+5.6%0.021%
8/15/2025 Kensington Investment Counsel LLC19,802$4.81M2.1%+3.1%0.017%
8/15/2025 Captrust Financial Advisors405,397$98.52M0.2%-0.6%0.346%
8/15/2025 Vident Advisory LLC5,180$1.26M0.0%+2.9%0.004%
8/15/2025 Voleon Capital Management LP11,555$2.81M0.2%+2.8%0.010%
8/15/2025 Voya Financial Advisors Inc.1,997$478K0.0%-5.1%0.002%
8/15/2025 Tidal Investments LLC11,445$2.78M0.0%+8.7%0.010%
8/15/2025 Scott Marsh Financial LLC5,948$1.45M0.5%N/A0.005%
8/15/2025 Smartleaf Asset Management LLC594$142K0.0%-20.5%0.001%
8/15/2025 Snowden Capital Advisors LLC2,383$581K0.0%+3.4%0.002%
8/15/2025 Royal London Asset Management Ltd.105,777$25.71M0.1%-2.0%0.090%
8/15/2025 Rafferty Asset Management LLC10,607$2.58M0.0%+21.4%0.009%
8/15/2025 Orion Porfolio Solutions LLC12,887$3.13M0.0%-15.3%0.011%
8/15/2025 MML Investors Services LLC41,287$10.03M0.0%-9.8%0.035%
8/15/2025 Man Group plc31,717$7.71M0.0%-66.1%0.027%
8/15/2025 Modern Wealth Management LLC14,120$3.43M0.1%+1.0%0.012%
8/15/2025 LMR Partners LLP1,142$278K0.0%+9.7%0.001%
8/15/2025 London Co. of Virginia104,670$25.44M0.1%-45.4%0.089%
8/15/2025 Hilton Capital Management LLC6,594$1.60M0.1%-11.6%0.006%
8/15/2025 Holocene Advisors LP2,579$627K0.0%N/A0.002%
8/15/2025 Great Valley Advisor Group Inc.994$242K0.0%+5.3%0.001%
8/15/2025 EP Wealth Advisors LLC6,757$1.64M0.0%+13.1%0.006%
8/15/2025 Engineers Gate Manager LP11,559$2.81M0.0%+453.9%0.010%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.tc pixel

See his full breakdown of the seven stocks to own now
8/15/2025 Curi Capital LLC1,667$407K0.0%+101.3%0.001%
8/15/2025 Benjamin Edwards Inc.175,619$42.68M0.5%+0.8%0.150%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S16,706$4.06M0.0%+236.2%0.014%
8/15/2025 BNP Paribas Financial Markets191,112$46.45M0.0%+15.3%0.163%
8/15/2025 Boothbay Fund Management LLC2,928$712K0.0%+107.7%0.002%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp18,416$4.48M0.0%-17.6%0.016%
8/15/2025 Brevan Howard Capital Management LP4,489$1.09M0.0%+107.1%0.004%
8/15/2025 Balyasny Asset Management L.P.242,310$58.89M0.1%-38.2%0.207%
8/15/2025 Bank of America Corp DE850,904$206.80M0.0%+24.2%0.726%
8/15/2025 Adage Capital Partners GP L.L.C.52,600$12.78M0.0%-56.8%0.045%
8/15/2025 Ameriprise Financial Inc.1,139,533$276.60M0.1%+10.0%0.973%
8/15/2025 AQR Capital Management LLC264,082$63.55M0.1%+25.1%0.225%
8/14/2025 PDT Partners LLC3,416$830K0.0%-43.4%0.003%
8/14/2025 MGB Wealth Management LLC3,748$909K0.3%-3.3%0.003%
8/14/2025 California State Teachers Retirement System212,354$51.61M0.1%+18.6%0.181%
8/14/2025 Raymond James Financial Inc.392,359$95.36M0.0%+0.2%0.335%
8/14/2025 Worldquant Millennium Advisors LLC55,527$13.50M0.1%-57.0%0.047%
8/14/2025 Canada Pension Plan Investment Board186,290$45.27M0.0%+3.8%0.159%
8/14/2025 Quantinno Capital Management LP50,664$12.31M0.1%+2.5%0.043%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,896$5.81M0.0%+6.1%0.020%
8/14/2025 Diversify Advisory Services LLC3,763$988K0.0%N/A0.003%
8/14/2025 Alliancebernstein L.P.465,814$113.21M0.0%-7.6%0.398%
8/14/2025 Ieq Capital LLC10,531$2.56M0.0%+3.7%0.009%
8/14/2025 Osterweis Capital Management Inc.199$48K0.0%N/A0.000%
8/14/2025 Treasurer of the State of North Carolina54,439$13.23M0.0%+1.6%0.046%
8/14/2025 The Manufacturers Life Insurance Company 66,384$16.13M0.0%-2.7%0.057%
8/14/2025 CIBC Asset Management Inc64,628$15.71M0.0%+15.5%0.055%
8/14/2025 Sei Investments Co.52,936$12.87M0.0%+78.0%0.045%
8/14/2025 Dearborn Partners LLC103,671$25.20M1.2%+0.9%0.089%
8/14/2025 NewEdge Advisors LLC23,021$5.60M0.0%+16.1%0.020%
8/14/2025 Qube Research & Technologies Ltd230,534$56.03M0.1%-22.4%0.197%
8/14/2025 Intact Investment Management Inc.300$73K0.0%N/A0.000%
8/14/2025 Southernsun Asset Management LLC46,768$11.37M1.6%-1.4%0.040%
8/14/2025 Investment Management Corp of Ontario16,058$3.90M0.1%-3.0%0.014%
8/14/2025 AXA S.A.138,166$33.58M0.1%+53.1%0.118%
8/14/2025 Fayez Sarofim & Co886,279$215.39M0.5%-0.6%0.757%
8/14/2025 State Street Corp5,642,154$1.38B0.1%+0.6%4.817%
8/14/2025 Daiwa Securities Group Inc.24,409$5.93M0.0%+11.9%0.021%
8/14/2025 Prestige Wealth Management Group LLC1,684$411K0.1%+6.3%0.001%
8/14/2025 SVB Wealth LLC36,360$8.84M0.5%-33.1%0.031%
8/14/2025 Natixis19,313$4.69M0.0%+160.1%0.016%
8/14/2025 Ossiam3,464$842K0.0%+28.8%0.003%
8/14/2025 Bank of Nova Scotia17,092$4.15M0.0%-51.9%0.015%
8/14/2025 California Public Employees Retirement System434,693$105.64M0.1%-15.5%0.371%
8/14/2025 Cary Street Partners Financial LLC621$151K0.0%+33.5%0.001%
8/14/2025 Cerity Partners LLC25,523$6.20M0.0%+8.5%0.022%
8/14/2025 Federated Hermes Inc.73,377$17.83M0.0%+69.1%0.063%
8/13/2025 Jump Financial LLC6,627$1.61M0.0%-80.8%0.006%
8/13/2025 Cary Street Partners Investment Advisory LLC2,432$591K0.3%-2.4%0.002%
8/13/2025 Cresset Asset Management LLC2,725$665K0.0%-3.4%0.002%
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad)

With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist Ben Stein—drawing on insights from his own experience and his father’s time advising two U.S. presidents—just released a new report on how to help protect your retirement from the next major crisis.tc pixel

Claim your free copy of “How to Survive the Next Financial Crisis” today
8/13/2025 Brown Advisory Inc.27,983$6.80M0.0%+2.5%0.024%
8/13/2025 Amundi752,488$179.11M0.1%+13.5%0.642%
8/13/2025 Baird Financial Group Inc.457,291$111.14M0.2%-3.7%0.390%
8/13/2025 First Trust Advisors LP314,912$76.53M0.1%+27.4%0.269%
8/13/2025 EverSource Wealth Advisors LLC830$202K0.0%+9.8%0.001%
8/13/2025 Menard Financial Group LLC4,607$1.12M0.7%-2.5%0.004%
8/13/2025 Walleye Trading LLC1,179$287K0.0%+691.3%0.001%
8/13/2025 Invesco Ltd.1,466,774$356.47M0.1%+2.5%1.252%
8/13/2025 1832 Asset Management L.P.7,854$1.91M0.0%-52.2%0.007%
8/13/2025 CW Advisors LLC81,531$19.82M0.2%-1.1%0.070%
(Data available from 1/1/2016 forward)

BR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BR shares?

During the previous two years, 1,103 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($3.65B), State Street Corp ($1.38B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($863.28M), Geode Capital Management LLC ($797.03M), Janus Henderson Group PLC ($719.16M), and Baillie Gifford & Co. ($576.81M).Learn more on Broadridge Financial Solutions' institutional investors.

What percentage of Broadridge Financial Solutions' stock is owned by institutional investors?

90.03% of Broadridge Financial Solutions' stock is owned by institutional investors. Learn more on BR's institutional investor holdings.

Which institutional investors have been buying Broadridge Financial Solutions' stock?

Of the 936 institutional investors that purchased Broadridge Financial Solutions' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($1.48M), Norges Bank ($1.31M), Price T Rowe Associates Inc. MD ($1.21M), GAMMA Investing LLC ($991.23K), Ameriprise Financial Inc. ($989.90K), Vanguard Group Inc. ($966.30K), and Jones Financial Companies Lllp ($947.14K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 16,471,103 shares in the last 24 months. This purchase volume represents approximately $3.85B in transactions.

Which of Broadridge Financial Solutions' major shareholders have been selling company stock?

Of the 514 institutional investors that sold Broadridge Financial Solutions' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: APG Asset Management N.V. ($1.14M), Capital International Investors ($821.20K), Jensen Investment Management Inc. ($441.20K), T. Rowe Price Investment Management Inc. ($421.11K), Aberdeen Group plc ($379.25K), JPMorgan Chase & Co. ($335.67K), and Millennium Management LLC ($254.30K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 9,564,747 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.


Related Companies

This page (NYSE:BR) was last updated on 8/29/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel