Free Trial
Portfolio Monitoring Tools for the A.I. EraStart My Trial

Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$236.64 -0.26 (-0.11%)
Closing price 10/8/2025 03:59 PM Eastern
Extended Trading
$236.66 +0.02 (+0.01%)
As of 10/8/2025 07:46 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.
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)
737
Total
Institutional Inflows
(last 12 months)
$3.85B
Number of
Institutional Sellers
(last 12 months)
514
Total
Institutional Outflows
(last 12 months)
$2.23B
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
10/8/2025Patriot Financial Group Insurance Agency LLC1,956$466K0.1%-17.8%0.002%
10/8/2025Wedmont Private Capital2,918$691K0.0%+10.2%0.003%
10/8/2025Czech National Bank29,749$7.09M0.0%+3.6%0.025%
10/7/2025 Orser Capital Management LLC5,088$1.21M0.7%N/A0.004%
10/7/2025 Lbmc Investment Advisors LLC1,767$421K0.0%N/A0.002%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.1,184$282K0.6%-92.4%0.001%
10/7/2025 Assenagon Asset Management S.A.156,407$37.25M0.1%-12.9%0.134%
10/7/2025 Union Bancaire Privee UBP SA1,571$371K0.0%+9.3%0.001%
10/7/2025 Oak Thistle LLC9,083$2.16M0.3%-44.9%0.008%
10/3/2025 Aaron Wealth Advisors LLC3,118$743K0.0%N/A0.003%
10/2/2025 GAMMA Investing LLC4,994$1.19M0.1%+12.4%0.004%
9/26/2025Corient Private Wealth LLC430,647$104.97M0.2%+5.4%0.368%
9/24/2025Texas Permanent School Fund Corp8,268$2.01M0.0%-35.9%0.007%
9/4/2025Osaic Holdings Inc.16,350$3.98M0.0%-11.4%0.014%
9/3/2025American Trust10,767$2.62M0.2%+1.2%0.009%
8/29/2025Centaurus Financial Inc.5,545$1.35M0.1%-0.8%0.005%
8/27/2025Orion Porfolio Solutions LLC12,899$3.14M0.0%-15.2%0.011%
8/20/2025Kentucky Retirement Systems7,502$1.82M0.1%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund3,184$774K0.1%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.1,751$425K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC14,519$3.59M0.1%+14.7%0.012%
8/19/2025Pitcairn Co.2,149$522K0.0%-11.9%0.002%
8/18/2025Geneos Wealth Management Inc.4,138$1.01M0.0%+124.3%0.004%
8/18/2025Caxton Associates LLP2,806$682K0.0%-54.1%0.002%
8/18/2025CYBER HORNET ETFs LLC309$75K0.1%N/A0.000%
8/18/2025Second Line Capital LLC14,284$3.48M0.8%+4.3%0.012%
8/16/2025Public Sector Pension Investment Board8,994$2.19M0.0%-43.7%0.008%
8/16/2025FORA Capital LLC4,832$1.17M0.1%N/A0.004%
8/16/2025Evergreen Capital Management LLC1,101$269K0.0%+7.2%0.001%
8/15/2025CANADA LIFE ASSURANCE Co143,600$34.93M0.1%-5.4%0.123%
8/15/2025Tower Research Capital LLC TRC 1,267$308K0.0%-75.2%0.001%
8/15/2025MUFG Securities EMEA plc345$84K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC430,790$105.01M0.1%+5.4%0.368%
8/15/2025State of Tennessee Department of Treasury25,105$6.10M0.0%+5.6%0.021%
8/15/2025Kensington Investment Counsel LLC19,802$4.81M2.1%+3.1%0.017%
8/15/2025Captrust Financial Advisors405,397$98.52M0.2%-0.6%0.346%
8/15/2025Vident Advisory LLC5,180$1.26M0.0%+2.9%0.004%
8/15/2025Voleon Capital Management LP11,555$2.81M0.2%+2.8%0.010%
8/15/2025Voya Financial Advisors Inc.1,997$478K0.0%-5.1%0.002%
8/15/2025Tidal Investments LLC11,445$2.78M0.0%+8.7%0.010%
8/15/2025Scott Marsh Financial LLC5,948$1.45M0.5%N/A0.005%
8/15/2025Smartleaf Asset Management LLC594$142K0.0%-20.5%0.001%
8/15/2025Snowden Capital Advisors LLC2,383$581K0.0%+3.4%0.002%
8/15/2025Royal London Asset Management Ltd.105,777$25.71M0.1%-2.0%0.090%
8/15/2025Rafferty Asset Management LLC10,607$2.58M0.0%+21.4%0.009%
8/15/2025Orion Porfolio Solutions LLC12,887$3.13M0.0%-15.3%0.011%
8/15/2025MML Investors Services LLC41,287$10.03M0.0%-9.8%0.035%
8/15/2025Man Group plc31,717$7.71M0.0%-66.1%0.027%
8/15/2025Modern Wealth Management LLC14,120$3.43M0.1%+1.0%0.012%
8/15/2025LMR Partners LLP1,142$278K0.0%+9.7%0.001%
8/15/2025London Co. of Virginia104,670$25.44M0.1%-45.4%0.089%
8/15/2025Hilton Capital Management LLC6,594$1.60M0.1%-11.6%0.006%
8/15/2025Holocene Advisors LP2,579$627K0.0%N/A0.002%
8/15/2025Great Valley Advisor Group Inc.994$242K0.0%+5.3%0.001%
8/15/2025EP Wealth Advisors LLC6,757$1.64M0.0%+13.1%0.006%
8/15/2025Engineers Gate Manager LP11,559$2.81M0.0%+453.9%0.010%
8/15/2025Curi Capital LLC1,667$407K0.0%+101.3%0.001%
8/15/2025Benjamin Edwards Inc.175,619$42.68M0.5%+0.8%0.150%
8/15/2025BI Asset Management Fondsmaeglerselskab A S16,706$4.06M0.0%+236.2%0.014%
8/15/2025BNP Paribas Financial Markets191,112$46.45M0.0%+15.3%0.163%
8/15/2025Boothbay Fund Management LLC2,928$712K0.0%+107.7%0.002%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp18,416$4.48M0.0%-17.6%0.016%
8/15/2025Brevan Howard Capital Management LP4,489$1.09M0.0%+107.1%0.004%
8/15/2025Balyasny Asset Management L.P.242,310$58.89M0.1%-38.2%0.207%
8/15/2025Bank of America Corp DE850,904$206.80M0.0%+24.2%0.726%
8/15/2025Adage Capital Partners GP L.L.C.52,600$12.78M0.0%-56.8%0.045%
8/15/2025Ameriprise Financial Inc.1,139,533$276.60M0.1%+10.0%0.973%
8/15/2025AQR Capital Management LLC264,082$63.55M0.1%+25.1%0.225%
8/14/2025PDT Partners LLC3,416$830K0.0%-43.4%0.003%
8/14/2025MGB Wealth Management LLC3,748$909K0.3%-3.3%0.003%
8/14/2025California State Teachers Retirement System212,354$51.61M0.1%+18.6%0.181%
8/14/2025Raymond James Financial Inc.392,359$95.36M0.0%+0.2%0.335%
8/14/2025Worldquant Millennium Advisors LLC55,527$13.50M0.1%-57.0%0.047%
8/14/2025Canada Pension Plan Investment Board186,290$45.27M0.0%+3.8%0.159%
8/14/2025Quantinno Capital Management LP50,664$12.31M0.1%+2.5%0.043%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,896$5.81M0.0%+6.1%0.020%
8/14/2025Diversify Advisory Services LLC3,763$988K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.465,814$113.21M0.0%-7.6%0.398%
8/14/2025Ieq Capital LLC10,531$2.56M0.0%+3.7%0.009%
8/14/2025Osterweis Capital Management Inc.199$48K0.0%N/A0.000%
8/14/2025Treasurer of the State of North Carolina54,439$13.23M0.0%+1.6%0.046%
8/14/2025The Manufacturers Life Insurance Company 66,384$16.13M0.0%-2.7%0.057%
8/14/2025CIBC Asset Management Inc64,628$15.71M0.0%+15.5%0.055%
8/14/2025Sei Investments Co.52,936$12.87M0.0%+78.0%0.045%
8/14/2025Dearborn Partners LLC103,671$25.20M1.2%+0.9%0.089%
8/14/2025NewEdge Advisors LLC23,021$5.60M0.0%+16.1%0.020%
8/14/2025Qube Research & Technologies Ltd230,534$56.03M0.1%-22.4%0.197%
8/14/2025Intact Investment Management Inc.300$73K0.0%N/A0.000%
8/14/2025Southernsun Asset Management LLC46,768$11.37M1.6%-1.4%0.040%
8/14/2025Investment Management Corp of Ontario16,058$3.90M0.1%-3.0%0.014%
8/14/2025AXA S.A.138,166$33.58M0.1%+53.1%0.118%
8/14/2025Fayez Sarofim & Co886,279$215.39M0.5%-0.6%0.757%
8/14/2025State Street Corp5,642,154$1.38B0.1%+0.6%4.817%
8/14/2025Daiwa Securities Group Inc.24,409$5.93M0.0%+11.9%0.021%
8/14/2025Prestige Wealth Management Group LLC1,684$411K0.1%+6.3%0.001%
8/14/2025SVB Wealth LLC36,360$8.84M0.5%-33.1%0.031%
8/14/2025Natixis19,313$4.69M0.0%+160.1%0.016%
8/14/2025Ossiam3,464$842K0.0%+28.8%0.003%
8/14/2025Bank of Nova Scotia17,092$4.15M0.0%-51.9%0.015%
8/14/2025California Public Employees Retirement System434,693$105.64M0.1%-15.5%0.371%
(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, 1,104 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 ($991.78K), 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 16,469,051 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 513 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 9,594,003 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


Related Companies

This page (NYSE:BR) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | 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
$3,600 gold is nice ... but here’s what most gold bugs are missing
Gold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...
Weiss Ratings | Sponsoredtc pixel