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Broadridge Financial Solutions (BR) Institutional Ownership

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$239.13 +1.94 (+0.82%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$239.11 -0.02 (-0.01%)
As of 07/18/2025 04:41 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)
700
Total
Institutional Inflows
(last 12 months)
$3.22B
Number of
Institutional Sellers
(last 12 months)
485
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
7/18/2025Northstar Group Inc.34,008$8.27M1.3%-0.5%0.029%
7/18/2025Naples Global Advisors LLC8,251$2.01M0.2%-1.1%0.007%
7/18/2025Parsons Capital Management Inc. RI17,488$4.25M0.3%-3.7%0.015%
7/18/2025Robeco Institutional Asset Management B.V.53,433$12.99M0.0%-10.6%0.045%
7/18/2025BSW Wealth Partners1,406$342K0.0%-16.6%0.001%
7/18/2025Woodward Diversified Capital LLC1,791$435K0.2%+52.3%0.002%
7/18/2025USA Financial Formulas1,026$249K0.0%+13.0%0.001%
7/18/2025Ninety One North America Inc.2,148$522K0.0%-15.4%0.002%
7/18/2025Ninety One UK Ltd258,035$62.71M0.1%-5.5%0.220%
7/18/2025LBP AM SA44,594$10.84M0.2%N/A0.038%
7/18/2025Alley Investment Management Company LLC51,352$12.48M1.5%-0.7%0.044%
7/18/2025Truist Financial Corp86,650$21.06M0.0%-5.9%0.074%
7/18/2025Union Bancaire Privee UBP SA1,437$344K0.0%-62.9%0.001%
7/17/2025 Park Place Capital Corp8,538$2.09M0.5%-3.3%0.007%
7/17/2025 Greenleaf Trust9,832$2.39M0.0%-1.7%0.008%
7/17/2025 Raleigh Capital Management Inc.855$208K0.1%-5.0%0.001%
7/17/2025 HB Wealth Management LLC5,068$1.23M0.0%-2.7%0.004%
7/17/2025 Janney Montgomery Scott LLC9,683$2.35M0.0%-23.5%0.008%
7/17/2025 V Square Quantitative Management LLC2,967$721K0.1%+8.5%0.003%
7/17/2025 Addenda Capital Inc.52,210$12.73M0.6%+2.0%0.044%
7/17/2025 Crown Oak Advisors LLC38,092$9.26M4.4%+0.6%0.032%
7/17/2025 LVW Advisors LLC5,226$1.27M0.1%+19.5%0.004%
7/16/2025 Diversified Enterprises LLC1,137$276K0.0%-17.5%0.001%
7/16/2025 Signaturefd LLC2,045$497K0.0%+13.4%0.002%
7/16/2025 ORG Partners LLC115$28K0.0%+360.0%0.000%
7/16/2025 State of Alaska Department of Revenue17,196$4.18M0.0%+25.2%0.015%
7/16/2025 Patton Fund Management Inc.925$225K0.2%N/A0.001%
7/16/2025 Vision Capital Management Inc.38,630$9.39M1.2%+2.6%0.033%
7/16/2025 CX Institutional1,589$386K0.0%+7.8%0.001%
7/16/2025 Congress Asset Management Co.81,872$19.90M0.1%-1.3%0.070%
7/16/2025 Meyer Handelman Co.2,955$718K0.0%-4.8%0.003%
7/16/2025 MBE Wealth Management LLC1,565$380K0.2%+6.4%0.001%
7/16/2025 Steph & Co.161$39K0.0%N/A0.000%
7/16/2025 Dakota Wealth Management4,711$1.15M0.0%+13.5%0.004%
7/16/2025 Perigon Wealth Management LLC1,346$327K0.0%-9.9%0.001%
7/15/2025 McAdam LLC946$230K0.0%+7.4%0.001%
7/15/2025 Clarus Group Inc.2,951$717K0.3%+1.5%0.003%
7/15/2025 TD Private Client Wealth LLC2,609$634K0.0%-10.5%0.002%
7/15/2025 Mather Group LLC.2,111$513K0.0%-21.8%0.002%
7/15/2025 Public Employees Retirement System of Ohio63,780$15.50M0.1%-4.8%0.054%
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7/15/2025 Financial Management Professionals Inc.990$241K0.0%+2,650.0%0.001%
7/15/2025 CHB Investment Group LLC15,672$3.81M1.9%N/A0.013%
7/15/2025 Norden Group LLC1,916$466K0.1%+3.5%0.002%
7/15/2025 Fifth Third Bancorp22,859$5.56M0.0%-1.4%0.019%
7/14/2025 Occidental Asset Management LLC20,652$5.02M0.7%+1.0%0.018%
7/14/2025 Opal Wealth Advisors LLC319$78K0.0%-39.6%0.000%
7/14/2025 Armstrong Advisory Group Inc.414$101K0.0%-27.5%0.000%
7/14/2025 KFG Wealth Management LLC1,647$400K0.1%+9.7%0.001%
7/14/2025 GAMMA Investing LLC4,444$1.08M0.1%+8.8%0.004%
7/14/2025 ABLE Financial Group LLC3,809$926K0.2%+9.9%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC1,824$443K0.0%+3.9%0.002%
7/14/2025 Park Avenue Securities LLC9,153$2.22M0.0%N/A0.008%
7/14/2025 Avanza Fonder AB8,940$2.17M0.1%+3.1%0.008%
7/14/2025 Sowell Financial Services LLC2,312$562K0.0%+6.1%0.002%
7/11/2025 Walter Public Investments Inc.86,140$20.94M3.5%-1.0%0.073%
7/11/2025 Abacus FCF Advisors LLC52,935$12.87M1.8%N/A0.045%
7/11/2025 Farther Finance Advisors LLC5,530$1.34M0.0%+56.1%0.005%
7/11/2025 Silver Oak Securities Incorporated1,778$432K0.0%-7.7%0.002%
7/11/2025 CX Institutional1,589$386K0.0%+7.8%0.001%
7/11/2025 BDF Gestion16,015$3.89M0.4%-9.8%0.014%
7/11/2025 Eagle Bay Advisors LLC1,604$391K0.3%-16.0%0.001%
7/11/2025 Lantz Financial LLC9,520$2.31M0.6%-1.4%0.008%
7/11/2025 Diversified Trust Co824$200K0.0%-8.6%0.001%
7/11/2025 Assenagon Asset Management S.A.179,671$43.67M0.1%-26.6%0.153%
7/11/2025 IFM Investors Pty Ltd29,322$7.13M0.1%+5.3%0.025%
7/10/2025 Triangle Securities Wealth Management3,226$784K0.2%N/A0.003%
7/10/2025 Trust Point Inc.1,422$346K0.0%-26.7%0.001%
7/10/2025 Security National Bank17,228$4.19M0.7%-10.7%0.015%
7/10/2025 Brady Family Wealth LLC27,240$6.62M2.0%-1.7%0.023%
7/10/2025 Fulton Bank N.A.2,847$692K0.0%-10.8%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC28,482$6.90M0.0%-1.6%0.024%
7/10/2025 Bath Savings Trust Co112,351$27.31M2.8%-0.5%0.096%
7/10/2025 Mn Services Vermogensbeheer B.V.44,730$10.87M0.1%+5.2%0.038%
7/10/2025 Swedbank AB42,074$10.23M0.0%+56.3%0.036%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd14,423$3.51M0.0%+2.2%0.012%
7/10/2025 Signal Advisors Wealth LLC23,339$5.67M0.4%+8.4%0.020%
7/9/2025 Radnor Capital Management LLC1,407$342K0.1%-3.4%0.001%
7/9/2025 Procyon Advisors LLC946$230K0.0%-5.9%0.001%
7/9/2025 Baron Wealth Management LLC1,173$285K0.1%+24.1%0.001%
7/9/2025 Czech National Bank28,712$6.98M0.1%+6.8%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB1,110$270K0.0%+112.2%0.001%
7/8/2025 Ransom Advisory Ltd224$54K0.0%-19.7%0.000%
7/8/2025 Webster Bank N. A.273$66K0.0%-36.2%0.000%
7/8/2025 NBC Securities Inc.5,966$1.45M0.1%+2.9%0.005%
7/8/2025 Gallacher Capital Management LLC1,043$253K0.1%N/A0.001%
7/7/2025 Zevenbergen Capital Investments LLC23,045$5.60M0.1%-20.0%0.020%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.15,523$3.77M0.5%+14.4%0.013%
7/7/2025 Douglas Lane & Associates LLC60,735$14.76M0.2%-2.8%0.052%
7/3/2025 Trust Co of the South895$218K0.0%N/A0.001%
7/2/2025 Central Pacific Bank Trust Division215$52K0.0%+31.1%0.000%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

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7/1/2025 Confluence Investment Management LLC597,545$145.22M2.1%-2.0%0.509%
6/26/2025AG2R LA Mondiale Gestion D Actifs4,793$1.16M0.1%N/A0.004%
6/23/2025 Swedbank AB26,915$6.53M0.0%+6.3%0.023%
6/18/2025Voya Investment Management LLC66,026$16.01M0.0%-38.2%0.056%
6/6/2025Bontempo Ohly Capital Mgmt LLC18,788$4.56M2.2%N/A0.016%
6/2/2025Modern Wealth Management LLC13,974$3.39M0.1%+2.4%0.012%
5/28/2025Strs Ohio45,500$11.03M0.0%N/A0.039%
5/27/2025Jacobi Capital Management LLC2,776$673K0.0%+4.6%0.002%
5/27/2025Advisors Capital Management LLC1,271$308K0.0%-11.7%0.001%
5/22/2025WBI Investments LLC1,511$366K0.1%-78.0%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, 1,080 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 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 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 ($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 13,949,098 shares in the last 24 months. This purchase volume represents approximately $3.22B in transactions.

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

Of the 483 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), T. Rowe Price Investment Management Inc. ($421.11K), Jensen Investment Management Inc. ($390.27K), 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 8,921,207 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.



This page (NYSE:BR) was last updated on 7/19/2025 by MarketBeat.com Staff
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