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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$242.48 +2.80 (+1.17%)
As of 03:59 PM 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)
645
Total
Institutional Inflows
(last 12 months)
$2.37B
Number of
Institutional Sellers
(last 12 months)
426
Total
Institutional Outflows
(last 12 months)
$1.60B
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BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Nisa Investment Advisors LLC42,849$10.43M0.1%-0.6%0.037%
4/30/2025Axxcess Wealth Management LLC26,275$6.37M0.2%+1.1%0.022%
4/30/2025New Mexico Educational Retirement Board5,450$1.32M0.0%-1.8%0.005%
4/30/2025Rehmann Capital Advisory Group1,519$368K0.0%+4.6%0.001%
4/30/2025Linden Thomas Advisory Services LLC11,220$2.72M0.4%+7.9%0.010%
4/30/2025Greenleaf Trust10,003$2.43M0.0%-0.6%0.009%
4/30/2025DekaBank Deutsche Girozentrale55,494$13.07M0.0%-0.9%0.047%
4/30/2025M&T Bank Corp30,514$7.40M0.0%+15.9%0.026%
4/30/2025Stratos Wealth Partners LTD.18,879$4.58M0.1%+3.1%0.016%
4/30/2025Walter Public Investments Inc.87,033$21.10M3.9%+16.9%0.074%
4/30/2025Brown Advisory Inc.27,304$6.62M0.0%-0.2%0.023%
4/30/2025Ninety One UK Ltd272,937$66.18M0.2%-5.0%0.233%
4/30/2025Ninety One North America Inc.2,538$615K0.0%-13.8%0.002%
4/30/2025Crossmark Global Holdings Inc.59,412$14.41M0.3%+1.5%0.051%
4/30/2025Fullcircle Wealth LLC1,012$240K0.1%+12.8%0.001%
4/29/2025U.S. Capital Wealth Advisors LLC1,756$426K0.0%+30.4%0.002%
4/29/2025Raleigh Capital Management Inc.900$218K0.1%-6.5%0.001%
4/29/2025TD Private Client Wealth LLC2,914$707K0.0%+4.8%0.002%
4/29/2025Envestnet Asset Management Inc.648,036$157.12M0.1%-9.3%0.554%
4/29/2025Penserra Capital Management LLC3,918$949K0.0%+366.4%0.003%
4/29/2025Crew Capital Management Ltd.2,020$490K0.4%+2.4%0.002%
4/29/2025Chilton Capital Management LLC371$90K0.0%-18.6%0.000%
4/29/2025Ifrah Financial Services Inc.1,821$442K0.1%-5.9%0.002%
4/29/2025Core Alternative Capital26,656$6.46M1.6%-18.3%0.023%
4/29/2025Concurrent Investment Advisors LLC11,670$2.83M0.1%+16.8%0.010%
4/29/2025DT Investment Partners LLC3,870$938K0.1%-9.4%0.003%
4/29/2025Bank of New York Mellon Corp870,051$210.95M0.0%-3.0%0.744%
4/29/2025World Investment Advisors1,950$473K0.0%N/A0.002%
4/29/2025von Borstel & Associates Inc.177$43K0.0%N/A0.000%
4/29/2025Olde Wealth Management LLC148$36K0.0%N/A0.000%
4/29/2025Eukles Asset Management4,291$1.04M0.5%+16.7%0.004%
4/29/2025Strategic Blueprint LLC965$234K0.0%-26.3%0.001%
4/29/2025Kintegral Advisory LLC7,777$1.89M0.3%-32.9%0.007%
4/29/2025Catalyst Capital Advisors LLC5,352$1.30M0.0%+5.1%0.005%
4/29/2025IFM Investors Pty Ltd30,060$7.29M0.1%+8.0%0.026%
4/29/2025OneDigital Investment Advisors LLC3,241$786K0.0%+9.0%0.003%
4/29/2025 Silver Oak Securities Incorporated1,927$458K0.0%+11.9%0.002%
4/29/2025Moody Aldrich Partners LLC1,196$290K0.1%-27.6%0.001%
4/29/2025Checchi Capital Advisers LLC825$200K0.0%N/A0.001%
4/28/2025 D.A. Davidson & CO.896$217K0.0%N/A0.001%
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4/28/2025 Principal Financial Group Inc.404,830$98.16M0.1%+156.8%0.346%
4/28/2025 Mutual Advisors LLC2,415$574K0.0%+24.5%0.002%
4/28/2025 Clark Asset Management LLC1,828$443K0.1%+7.3%0.002%
4/28/2025 Teacher Retirement System of Texas131,005$31.76M0.1%-36.7%0.112%
4/28/2025 First Horizon Advisors Inc.1,274$309K0.0%+6.9%0.001%
4/28/2025 Private Trust Co. NA1,609$390K0.0%+4.7%0.001%
4/28/2025 Alley Investment Management Company LLC51,733$12.54M1.6%+0.1%0.044%
4/28/2025 Physician Wealth Advisors Inc.155$38K0.0%-33.2%0.000%
4/28/2025 DAVENPORT & Co LLC1,275$309K0.0%-13.6%0.001%
4/28/2025 Summit Trail Advisors LLC1,039$253K0.0%N/A0.001%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd14,118$3.42M0.0%+2.3%0.012%
4/28/2025 Smith Group Asset Management LLC1,310$318K0.0%N/A0.001%
4/28/2025 Vontobel Holding Ltd.7,571$1.84M0.0%+6.3%0.006%
4/28/2025 ABLE Financial Group LLC3,465$840K0.2%-1.6%0.003%
4/25/2025 Mather Group LLC.2,700$655K0.0%+38.6%0.002%
4/25/2025 Smallwood Wealth Investment Management LLC3,574$867K0.5%+367.8%0.003%
4/25/2025 Koshinski Asset Management Inc.5,943$1.44M0.1%+2.6%0.005%
4/25/2025 WASHINGTON TRUST Co58,376$14.15M0.5%-2.5%0.050%
4/25/2025 MorganRosel Wealth Management LLC4,000$970K0.3%+17.7%0.003%
4/25/2025 Washington Trust Advisors Inc.1,286$312K0.0%-13.5%0.001%
4/25/2025 New York State Teachers Retirement System87,710$21.27M0.0%-1.9%0.075%
4/25/2025 Albion Financial Group UT2,478$601K0.0%-14.0%0.002%
4/25/2025 Amalgamated Bank26,061$6.32M0.1%+1.1%0.022%
4/25/2025 KBC Group NV20,249$4.91M0.0%-10.0%0.017%
4/25/2025 Clarus Group Inc.2,907$705K0.3%-16.0%0.002%
4/25/2025 Sumitomo Mitsui Trust Group Inc.260,849$63.25M0.0%-0.5%0.223%
4/24/2025 Barnes Pettey Financial Advisors LLC1,200$291K0.2%+20.0%0.001%
4/24/2025 Golden State Wealth Management LLC118$29K0.0%N/A0.000%
4/24/2025 Patron Partners LLC944$229K0.1%-6.6%0.001%
4/24/2025 Allspring Global Investments Holdings LLC5,614$1.37M0.0%-3.5%0.005%
4/24/2025 BSW Wealth Partners1,686$409K0.1%+3.2%0.001%
4/24/2025 Mascoma Wealth Management LLC111$27K0.0%-69.7%0.000%
4/24/2025 Copeland Capital Management LLC94,725$22.97M0.5%-41.0%0.081%
4/24/2025 Mirae Asset Global Investments Co. Ltd.14,833$3.52M0.0%-18.1%0.013%
4/24/2025 Achmea Investment Management B.V.5,198$1.26M0.0%-1.1%0.004%
4/24/2025 Bartlett & CO. Wealth Management LLC551$134K0.0%-15.7%0.000%
4/24/2025 Transcend Capital Advisors LLC12,831$3.11M0.2%+4.1%0.011%
4/24/2025 Trust Co. of Vermont255$62K0.0%-70.2%0.000%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA261,566$61.80M0.6%-2.1%0.224%
4/24/2025 Diversified Trust Co902$219K0.0%N/A0.001%
4/24/2025 Park Place Capital Corp8,829$2.14M0.6%+51.4%0.008%
4/24/2025 Board of the Pension Protection Fund3,100$752K0.9%+520.0%0.003%
4/23/2025 Sequoia Financial Advisors LLC1,153$279K0.0%+9.6%0.001%
4/23/2025 Robeco Institutional Asset Management B.V.59,771$14.49M0.0%+2.4%0.051%
4/23/2025 Security National Bank19,303$4.68M0.9%-2.2%0.016%
4/23/2025 Perigon Wealth Management LLC1,494$362K0.0%+8.7%0.001%
4/23/2025 Alpine Bank Wealth Management229$56K0.0%N/A0.000%
4/23/2025 HBK Sorce Advisory LLC12,972$3.15M0.1%-0.9%0.011%
4/23/2025 Golden State Wealth Management LLC118$29K0.0%N/A0.000%
4/23/2025 Bessemer Group Inc.3,467$840K0.0%-52.6%0.003%
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4/23/2025 Mattern Capital Management LLC42,153$10.22M1.3%-4.7%0.036%
4/23/2025 Lecap Asset Management Ltd.6,355$1.54M0.4%N/A0.005%
4/23/2025 Petros Family Wealth LLC1,224$297K0.3%-3.8%0.001%
4/23/2025 Legacy Advisors LLC10,598$2.58M0.3%+3.8%0.009%
4/23/2025 AssuredPartners Investment Advisors LLC2,173$527K0.1%+5.7%0.002%
4/23/2025 Asset Management One Co. Ltd.53,528$12.98M0.0%+3.0%0.046%
4/23/2025 GHP Investment Advisors Inc.51,093$12.39M0.6%+8.3%0.044%
4/23/2025 Oppenheimer & Co. Inc.3,985$966K0.0%+2.8%0.003%
4/23/2025 Oppenheimer Asset Management Inc.12,295$2.98M0.0%-4.3%0.011%
4/23/2025 Continuum Advisory LLC141$34K0.0%+48.4%0.000%
(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, 1,045 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($3.23B), BlackRock Inc. ($1.59B), State Street Corp ($1.12B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($804.95M), 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 890 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), Norges Bank ($801.42K), Confluence Investment Management LLC ($703.08K), and Envestnet Asset Management Inc. ($535.25K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 21,511,335 shares in the last 24 months. This purchase volume represents approximately $4.34B in transactions.

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

Of the 588 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. ($1.11M), Morgan Stanley ($948.49K), BlackRock Inc. ($795.17K), Baillie Gifford & Co. ($605.82K), Parnassus Investments LLC ($455.64K), and Millennium Management LLC ($385.43K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 15,092,450 shares in the last 24 months. This volume of shares sold represents approximately $3.01B in transactions.


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This page (NYSE:BR) was last updated on 4/30/2025 by MarketBeat.com Staff
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