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Broadridge Financial Solutions (BR) Institutional Ownership

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$242.33 -0.46 (-0.19%)
Closing price 05/20/2025 03:59 PM Eastern
Extended Trading
$242.49 +0.16 (+0.07%)
As of 08:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Broadridge Financial Solutions (NYSE:BR)

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
695
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
474
Total
Institutional Outflows
(last 12 months)
$2.02B
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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
5/20/2025Intech Investment Management LLC33,171$8.04M0.1%-2.9%0.028%
5/20/2025 Focus Partners Wealth153,027$37.17M0.1%-2.4%0.130%
5/20/2025Ransom Advisory Ltd279$68K0.0%N/A0.000%
5/19/2025 Advisory Alpha LLC884$214K0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,076,761$261.07M0.1%+3.2%0.917%
5/19/2025 Optimize Financial Inc1,544$374K0.1%-3.7%0.001%
5/16/2025 Woodline Partners LP9,886$2.40M0.0%+6.9%0.008%
5/16/2025 American Trust10,639$2.58M0.6%+0.7%0.009%
5/16/2025 Empowered Funds LLC3,957$959K0.0%+41.5%0.003%
5/16/2025 Logan Capital Management Inc.12,148$2.95M0.1%-4.3%0.010%
5/16/2025 Dean Capital Management6,959$1.69M0.7%+2.5%0.006%
5/16/2025 Ascent Group LLC1,234$299K0.0%N/A0.001%
5/16/2025 MBB Public Markets I LLC1,401$340K0.0%N/A0.001%
5/16/2025 United Services Automobile Association2,405$571K0.0%N/A0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.1,935$469K0.0%+13.8%0.002%
5/16/2025 Great Lakes Advisors LLC4,752$1.15M0.0%-83.4%0.004%
5/16/2025 Caxton Associates LLP6,116$1.48M0.1%N/A0.005%
5/16/2025 Voleon Capital Management LP 11,243$2.73M0.2%+343.3%0.010%
5/16/2025 Goldman Sachs Group Inc.726,591$176.17M0.0%-13.4%0.619%
5/16/2025 Kestra Investment Management LLC620$150K0.0%+22.0%0.001%
5/16/2025 Resources Management Corp CT ADV1,325$321K0.0%-7.0%0.001%
5/16/2025 Jones Financial Companies Lllp949,657$230.25M0.2%+28,222.6%0.808%
5/16/2025 Teza Capital Management LLC1,487$361K0.2%N/A0.001%
5/16/2025 USS Investment Management Ltd20,047$4.86M0.0%+2.8%0.017%
5/16/2025 UniSuper Management Pty Ltd12,337$2.99M0.0%+3.4%0.011%
5/16/2025 Nissay Asset Management Corp Japan ADV14,278$3.46M0.0%+1.2%0.012%
5/16/2025 NewEdge Advisors LLC19,836$4.81M0.0%+5.0%0.017%
5/16/2025 Millennium Management LLC129,466$31.39M0.0%-66.3%0.110%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,523$5.46M0.0%-12.3%0.019%
5/16/2025 Integrated Wealth Concepts LLC30,373$7.36M0.1%+2.8%0.026%
5/16/2025 Hall Laurie J Trustee1,700$412K0.1%-24.4%0.001%
5/16/2025 Curi RMB Capital LLC828$201K0.0%-12.1%0.001%
5/16/2025 Banque Transatlantique SA800$179K0.0%N/A0.001%
5/16/2025 Alliancebernstein L.P.504,372$122.29M0.0%+5.9%0.429%
5/16/2025 AQR Capital Management LLC211,104$50.45M0.1%-28.1%0.180%
5/16/2025 Advisors Asset Management Inc.60,550$14.68M0.3%-3.1%0.052%
5/16/2025 Amundi663,261$159.12M0.1%-8.9%0.565%
5/16/2025 Adage Capital Partners GP L.L.C.121,900$29.56M0.1%+39.0%0.104%
5/15/2025 Federation des caisses Desjardins du Quebec32,297$7.84M0.0%+3.2%0.027%
5/15/2025 Focus Partners Advisor Solutions LLC1,461$354K0.0%+28.2%0.001%
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5/15/2025 Flputnam Investment Management Co.13,375$3.24M0.1%-2.9%0.011%
5/15/2025 Royal Bank of Canada320,545$77.72M0.0%-3.9%0.273%
5/15/2025 Cyrus J. Lawrence LLC2,818$683K2.6%-93.8%0.002%
5/15/2025 Retirement Planning Co of New England Inc.1,780$432K0.2%N/A0.002%
5/15/2025 MAI Capital Management33,130$8.03M0.1%-2.2%0.028%
5/15/2025 Quarry LP580$141K0.0%-13.4%0.000%
5/15/2025 Nomura Holdings Inc.3,688$894K0.0%-4.2%0.003%
5/15/2025 Brasada Capital Management LP21,595$5.24M1.0%-6.7%0.018%
5/15/2025 Second Line Capital LLC13,691$3.33M0.9%+3.5%0.012%
5/15/2025 Junto Capital Management LP264,411$64.11M1.3%+60.9%0.225%
5/15/2025 Baird Financial Group Inc.474,743$115.11M0.2%-9.5%0.404%
5/15/2025 SRN Advisors LLC3,330$807K0.9%-3.0%0.003%
5/15/2025 Vident Advisory LLC5,034$1.22M0.0%+57.4%0.004%
5/15/2025 The Manufacturers Life Insurance Company 68,246$16.55M0.0%-2.5%0.058%
5/15/2025 Canada Pension Plan Investment Board179,468$43.51M0.0%+45.9%0.153%
5/15/2025 Parnassus Investments LLC438,481$106.31M0.3%-4.6%0.373%
5/15/2025 State of Wyoming1,652$401K0.1%+7,766.7%0.001%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 37,826$9.17M0.1%-8.9%0.032%
5/15/2025 OMERS ADMINISTRATION Corp4,225$1.02M0.0%-14.2%0.004%
5/15/2025 BNP Paribas Financial Markets165,810$40.20M0.0%-32.6%0.141%
5/15/2025 Earnest Partners LLC363,914$88.24M0.4%-2.6%0.310%
5/14/2025 B. Metzler seel. Sohn & Co. AG207,437$50.30M0.5%+3.5%0.177%
5/14/2025 CreativeOne Wealth LLC2,209$536K0.0%+12.8%0.002%
5/14/2025 Ieq Capital LLC10,155$2.46M0.0%-15.3%0.009%
5/14/2025 Rafferty Asset Management LLC8,740$2.12M0.0%-19.9%0.007%
5/14/2025 Corebridge Financial Inc.28,789$6.98M0.0%-3.3%0.025%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC857,126$207.82M0.5%-1.5%0.730%
5/14/2025 Comerica Bank43,863$10.64M0.0%-4.2%0.037%
5/14/2025 Freedom Investment Management Inc.1,269$308K0.0%-7.8%0.001%
5/14/2025 MetLife Investment Management LLC35,048$8.50M0.0%-1.7%0.030%
5/14/2025 Walleye Capital LLC8,621$2.09M0.0%N/A0.007%
5/14/2025 Enterprise Financial Services Corp861$209K0.1%N/A0.001%
5/14/2025 Jump Financial LLC34,565$8.38M0.1%+1,611.1%0.029%
5/14/2025 SVB Wealth LLC54,362$13.18M0.5%-29.7%0.046%
5/14/2025 APG Asset Management N.V.1,626,390$365.06M1.1%-2.7%1.385%
5/14/2025 Smartleaf Asset Management LLC747$177K0.0%+7.0%0.001%
5/14/2025 Bahl & Gaynor Inc.1,168,351$283.28M1.4%+3.4%0.995%
5/14/2025 Northwestern Mutual Wealth Management Co.25,781$6.25M0.0%+456.9%0.022%
5/14/2025 Groupe la Francaise19,341$4.62M0.1%+14.7%0.016%
5/14/2025 AlphaQuest LLC9,224$2.24M0.2%-4.3%0.008%
5/14/2025 Kestra Advisory Services LLC9,797$2.38M0.0%-2.7%0.008%
5/14/2025 Allstate Corp4,971$1.21M0.0%+38.5%0.004%
5/14/2025 Kelly Lawrence W & Associates Inc. CA73,997$17.94M4.4%-0.9%0.063%
5/14/2025 1832 Asset Management L.P.16,434$3.99M0.0%-0.5%0.014%
5/14/2025 Compound Planning Inc.4,780$1.16M0.1%+16.5%0.004%
5/14/2025 Ameriprise Financial Inc.1,035,938$251.51M0.1%+577.9%0.882%
5/14/2025 Norinchukin Bank The6,443$1.56M0.0%+16.2%0.005%
5/14/2025 CW Advisors LLC82,470$19.97M0.2%+6.8%0.070%
5/14/2025 Summit Financial LLC5,749$1.39M0.0%+9.0%0.005%
5/14/2025 Martingale Asset Management L P1,690$410K0.0%+5.1%0.001%
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5/14/2025 Price T Rowe Associates Inc. MD3,560,499$863.28M0.1%+0.0%3.031%
5/14/2025 Candriam S.C.A.15,547$3.77M0.0%-15.4%0.013%
5/14/2025 Dorsey & Whitney Trust CO LLC2,207$535K0.0%-23.4%0.002%
5/14/2025 T. Rowe Price Investment Management Inc.2,241,986$543.59M0.4%-10.2%1.909%
5/14/2025 Level Four Advisory Services LLC23,585$5.72M0.2%-3.6%0.020%
5/14/2025 Erste Asset Management GmbH16,575$3.96M0.0%N/A0.014%
5/14/2025 Credit Agricole S A79,207$19.21M0.1%-19.6%0.067%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.9,779$2.37M0.0%+2.7%0.008%
5/14/2025 Groupama Asset Managment2,066$491K0.0%N/A0.002%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S4,969$1.21M0.0%+17.6%0.004%
(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, 1,074 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), Janus Henderson Group PLC ($719.16M), and Geode Capital Management LLC ($684.97M).Learn more on BR's 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 914 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 ($990.87K), 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 23,626,449 shares in the last 24 months. This purchase volume represents approximately $5.02B in transactions.

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

Of the 619 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: Capital International Investors ($1.67M), APG Asset Management N.V. ($1.16M), Morgan Stanley ($948.49K), BlackRock Inc. ($795.17K), Millennium Management LLC ($639.72K), Parnassus Investments LLC ($476.75K), and Jensen Investment Management Inc. ($432.75K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 16,396,254 shares in the last 24 months. This volume of shares sold represents approximately $3.41B in transactions.



This page (NYSE:BR) was last updated on 5/21/2025 by MarketBeat.com Staff
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