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Broadridge Financial Solutions (BR) Institutional Ownership

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$266.19 -0.29 (-0.11%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$266.00 -0.19 (-0.07%)
As of 08/8/2025 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
713
Total
Institutional Inflows
(last 12 months)
$3.37B
Number of
Institutional Sellers
(last 12 months)
496
Total
Institutional Outflows
(last 12 months)
$2.11B
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BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Rockefeller Capital Management L.P.33,892$8.24M0.0%+4.0%0.029%
8/8/2025Citizens Financial Group Inc. RI2,655$648K0.0%+7.1%0.002%
8/8/2025Jensen Investment Management Inc.1,297,083$315.23M3.7%-6.5%1.107%
8/8/2025Avantax Advisory Services Inc.10,620$2.58M0.0%-8.7%0.009%
8/8/2025Woodley Farra Manion Portfolio Management Inc.18,870$4.60M0.2%+0.9%0.016%
8/8/2025Intech Investment Management LLC22,916$5.57M0.1%-30.9%0.020%
8/8/2025Cetera Investment Advisers30,839$7.50M0.0%-1.5%0.026%
8/8/2025CWS Financial Advisors LLC2,358$573K0.2%+23.4%0.002%
8/8/2025Creative Planning25,807$6.27M0.0%+2.2%0.022%
8/8/2025SG Americas Securities LLC35,047$8.52M0.0%+58.1%0.030%
8/8/2025OmniStar Financial Group Inc.2,673$650K0.5%+9.9%0.002%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,808$7.00M0.0%+7.6%0.025%
8/8/2025Foundations Investment Advisors LLC1,264$307K0.0%-7.7%0.001%
8/8/2025Burling Wealth Partners LLC4,893$1.19M0.2%-22.5%0.004%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.2,498$607K0.0%-74.5%0.002%
8/8/2025Clearstead Trust LLC550$134K0.0%+59.0%0.000%
8/8/2025Brogan Financial Inc.1,600$389K0.2%+68.1%0.001%
8/8/2025WASHINGTON TRUST Co58,067$14.11M0.5%-0.5%0.050%
8/8/2025Candriam S.C.A.17,004$4.13M0.0%+9.4%0.015%
8/8/2025Impax Asset Management Group plc4,150$1.01M0.0%N/A0.004%
8/8/2025Police & Firemen s Retirement System of New Jersey17,830$4.33M0.0%+4.2%0.015%
8/8/2025Renasant Bank2,041$496K0.3%-3.5%0.002%
8/8/2025Geode Capital Management LLC3,292,241$797.03M0.1%+4.3%2.811%
8/8/2025PNC Financial Services Group Inc.50,781$12.34M0.0%-1.0%0.043%
8/8/2025Kelleher Financial Advisors4,005$973K0.3%-2.2%0.003%
8/8/2025Forsta AP Fonden73,500$17.86M0.1%+35.1%0.063%
8/8/2025KBC Group NV18,600$4.52M0.0%-8.1%0.016%
8/8/2025Mitsubishi UFJ Trust & Banking Corp76,604$18.62M0.0%+5.5%0.065%
8/8/2025National Pension Service171,777$41.75M0.0%+0.8%0.147%
8/7/2025 Clarity Wealth Advisors LLC824$200K0.0%N/A0.001%
8/7/2025 Vise Technologies Inc.3,276$796K0.0%N/A0.003%
8/7/2025 Allworth Financial LP32,497$7.90M0.0%+2,191.7%0.028%
8/7/2025 ProShare Advisors LLC43,351$10.54M0.0%-6.7%0.037%
8/7/2025 Profund Advisors LLC1,468$357K0.0%+20.5%0.001%
8/7/2025 King Luther Capital Management Corp262,508$63.80M0.3%-1.1%0.223%
8/7/2025 Zions Bancorporation National Association UT12,363$3.01M0.2%-3.6%0.011%
8/7/2025 Mirabaud Asset Management Ltd5,849$1.40M0.7%-5.6%0.005%
8/7/2025 Rathbones Group PLC431,580$104.89M0.5%-1.3%0.367%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.107,459$26.12M0.1%+250.5%0.091%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.1,751,266$425.61M0.3%+3.6%1.491%
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8/7/2025 Parkside Financial Bank & Trust689$167K0.0%+62.5%0.001%
8/7/2025 Keystone Financial Services863$210K0.1%N/A0.001%
8/7/2025Aviva PLC87,437$21.25M0.0%-34.4%0.074%
8/7/2025 Los Angeles Capital Management LLC31,524$7.66M0.0%+42.3%0.027%
8/6/2025 Prospera Financial Services Inc4,728$1.15M0.0%-7.9%0.004%
8/6/2025 AGF Management Ltd.12,982$3.16M0.0%+12.1%0.011%
8/6/2025Summit Investment Advisors Inc.1,377$334K0.3%-4.6%0.001%
8/6/2025 AE Wealth Management LLC1,485$361K0.0%+19.9%0.001%
8/6/2025 Metis Global Partners LLC8,147$1.98M0.1%-18.5%0.007%
8/6/2025 Penserra Capital Management LLC637$154K0.0%-83.7%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.9,530$2.32M0.0%+19.8%0.008%
8/6/2025 Bryn Mawr Trust Advisors LLC22,858$5.56M0.3%-0.3%0.019%
8/6/2025 Atlas Legacy Advisors LLC3,065$745K0.2%+25.4%0.003%
8/6/2025 Savant Capital LLC6,452$1.57M0.0%+9.8%0.005%
8/6/2025 Mcrae Capital Management Inc.58,629$14.25M2.9%-2.2%0.050%
8/6/2025 O Brien Greene & Co. Inc31,018$7.54M2.5%-3.2%0.026%
8/6/2025 Eukles Asset Management4,367$1.06M0.4%+1.8%0.004%
8/6/2025 Middleton & Co. Inc. MA16,940$4.12M0.5%-6.9%0.014%
8/6/2025 Washington Trust Bank1,560$379K0.0%-2.4%0.001%
8/6/2025 Achmea Investment Management B.V.5,880$1.43M0.0%+13.1%0.005%
8/6/2025 Suncoast Equity Management28,116$6.83M0.7%+2.7%0.024%
8/6/2025 Sienna Gestion52,784$11.71M0.8%+9.9%0.045%
8/6/2025 Andra AP fonden85,400$20.76M0.3%+15.4%0.073%
8/6/2025 Anchor Capital Advisors LLC171,773$41.75M1.2%-4.7%0.146%
8/6/2025 Resona Asset Management Co. Ltd.40,849$9.90M0.0%+4.9%0.035%
8/6/2025 Atlantic Union Bankshares Corp166$40K0.0%N/A0.000%
8/6/2025 Cornercap Investment Counsel Inc.6,141$1.49M0.8%+86.0%0.005%
8/6/2025 First Horizon Advisors Inc.823$200K0.0%-35.4%0.001%
8/6/2025 New Millennium Group LLC6,643$1.61M0.9%+12,925.5%0.006%
8/6/2025 Simmons Bank2,458$597K0.0%-2.9%0.002%
8/5/2025 Ellevest Inc.2,683$652K0.1%+3.4%0.002%
8/5/2025 Sunburst Financial Group LLC1,712$416K0.1%+26.4%0.001%
8/5/2025 Lord & Richards Wealth Management LLC5,504$1.34M1.4%+10.1%0.005%
8/5/2025 NewSquare Capital LLC108$26K0.0%+89.5%0.000%
8/5/2025 Huntington National Bank2,169$527K0.0%+6.8%0.002%
8/5/2025 Fullcircle Wealth LLC1,092$271K0.1%+7.9%0.001%
8/5/2025 Bank of New York Mellon Corp831,738$202.14M0.0%-4.4%0.708%
8/5/2025 Machina Capital S.A.S.8,687$2.11M0.4%+16.0%0.007%
8/5/2025 Bank of Montreal Can86,738$21.08M0.0%-27.8%0.074%
8/5/2025 Burney Co.19,702$4.79M0.2%-2.1%0.017%
8/5/2025 State of Michigan Retirement System31,960$7.77M0.0%+0.6%0.027%
8/5/2025 iA Global Asset Management Inc.4,513$1.10M0.0%+392.7%0.004%
8/5/2025 Tredje AP fonden20,678$5.03M0.0%+12.3%0.018%
8/5/2025 Mission Wealth Management LP3,740$909K0.0%+2.9%0.003%
8/5/2025 GHP Investment Advisors Inc.54,090$13.15M0.6%+5.9%0.046%
8/5/2025 Kesler Norman & Wride LLC6,752$1.64M0.3%-1.1%0.006%
8/5/2025 Geneva Capital Management LLC97,511$23.70M0.4%+3.4%0.083%
8/4/2025 Leeward Financial Partners LLC2,000$486K0.2%N/A0.002%
8/4/2025 Creekmur Asset Management LLC4,230$1.03M0.2%+48.8%0.004%
8/4/2025 Pinnacle Associates Ltd.12,123$2.95M0.0%-3.2%0.010%
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8/4/2025 Buckhead Capital Management LLC2,873$698K0.3%-66.9%0.002%
8/4/2025 AdvisorShares Investments LLC32,034$7.79M1.4%+2.4%0.027%
8/4/2025 Strs Ohio40,785$9.91M0.0%-10.4%0.035%
8/4/2025 Amalgamated Bank26,578$6.46M0.0%+2.0%0.023%
8/4/2025 Atria Investments Inc29,769$7.24M0.1%-4.3%0.025%
8/4/2025 Retirement Systems of Alabama25,204$6.13M0.0%+0.2%0.021%
8/4/2025 Assetmark Inc.24,776$6.02M0.0%+123.0%0.021%
8/4/2025 HBK Sorce Advisory LLC13,300$3.23M0.1%+2.5%0.011%
8/4/2025 Hantz Financial Services Inc.10,366$2.52M0.0%-25.8%0.009%
8/4/2025 Arkadios Wealth Advisors1,719$418K0.0%+70.5%0.001%
(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, 1,097 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($3.57B), BlackRock Inc. ($1.59B), State Street Corp ($1.12B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($863.28M), Geode Capital Management LLC ($797.03M), and Janus Henderson Group PLC ($719.16M).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 929 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), Price T Rowe Associates Inc. MD ($1.21M), GAMMA Investing LLC ($991.23K), Capital International Investors ($951.69K), Jones Financial Companies Lllp ($947.14K), Ameriprise Financial Inc. ($886.30K), and Norges Bank ($801.42K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 14,514,212 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

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

Of the 496 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. ($1.16M), Capital International Investors ($821.20K), Millennium Management LLC ($639.72K), Jensen Investment Management Inc. ($441.20K), T. Rowe Price Investment Management Inc. ($421.11K), Aberdeen Group plc ($379.25K), and JPMorgan Chase & Co. ($335.67K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 9,185,503 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.



This page (NYSE:BR) was last updated on 8/9/2025 by MarketBeat.com Staff
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