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Broadridge Financial Solutions (BR) Institutional Ownership

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$236.00 +0.71 (+0.30%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$235.86 -0.13 (-0.06%)
As of 04/17/2025 04:33 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)
625
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
411
Total
Institutional Outflows
(last 12 months)
$1.54B
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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
4/18/2025 Crown Oak Advisors LLC37,848$9.18M4.6%+4.0%0.032%
4/18/2025 Cushing Capital Partners LLC986$240K0.2%-77.6%0.001%
4/18/2025 Wendell David Associates Inc.102,414$24.83M2.5%-2.5%0.088%
4/17/2025 Inscription Capital LLC1,100$267K0.0%N/A0.001%
4/17/2025 QRG Capital Management Inc.8,333$2.02M0.0%+8.5%0.007%
4/17/2025 Sagespring Wealth Partners LLC1,068$259K0.0%+13.9%0.001%
4/17/2025 Sowell Financial Services LLC2,180$529K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC12,656$3.07M0.0%N/A0.011%
4/17/2025 Northstar Group Inc.34,194$8.29M1.3%+1.5%0.029%
4/17/2025 Brown Miller Wealth Management LLC2,567$622K0.2%N/A0.002%
4/17/2025 Trust Point Inc.1,940$470K0.0%+4.4%0.002%
4/17/2025 Traphagen Investment Advisors LLC1,444$350K0.0%+8.8%0.001%
4/17/2025 Mn Services Vermogensbeheer B.V.42,530$10.31M0.1%-7.2%0.036%
4/17/2025 Optas LLC1,651$400K0.1%+9.0%0.001%
4/17/2025 Brighton Jones LLC2,291$556K0.0%-10.7%0.002%
4/17/2025 Exchange Traded Concepts LLC655$159K0.0%+12.3%0.001%
4/16/2025 Everpar Advisors LLC1,748$424K0.2%-15.0%0.001%
4/16/2025 Opal Wealth Advisors LLC528$128K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC28,933$7.02M0.0%+42.8%0.025%
4/16/2025 Ipswich Investment Management Co. Inc.1,490$361K0.1%N/A0.001%
4/16/2025 Elevation Point Wealth Partners LLC866$210K0.0%-36.5%0.001%
4/16/2025 Howard Capital Management Group LLC875$212K0.0%N/A0.001%
4/16/2025 Stanley Laman Group Ltd.938$227K0.0%N/A0.001%
4/16/2025 Tobam2,063$500K0.2%+6.2%0.002%
4/16/2025 Rockland Trust Co.1,437$348K0.0%-5.3%0.001%
4/16/2025 Union Bancaire Privee UBP SA3,869$924K0.0%-62.4%0.003%
4/15/2025 Net Worth Advisory Group1,251$303K0.1%N/A0.001%
4/15/2025 Fifth Third Bancorp23,185$5.62M0.0%+0.7%0.020%
4/15/2025 Simon Quick Advisors LLC953$231K0.0%N/A0.001%
4/15/2025 Trinity Financial Advisors LLC379$92K0.0%-59.0%0.000%
4/15/2025 Transform Wealth LLC42,086$10.24M0.6%+1.5%0.036%
4/15/2025 USA Financial Formulas908$220K0.0%N/A0.001%
4/15/2025 Assenagon Asset Management S.A.244,720$59.34M0.1%+506.6%0.209%
4/15/2025 Trueblood Wealth Management LLC7,030$1.71M0.8%+2.7%0.006%
4/15/2025 Handelsbanken Fonder AB36,980$8.97M0.0%-2.5%0.032%
4/15/2025 Sanibel Captiva Trust Company Inc.1,059$257K0.0%N/A0.001%
4/15/2025 SG Americas Securities LLC22,164$5.37M0.0%+888.6%0.019%
4/15/2025 Dividend Assets Capital LLC2,550$618K0.1%-13.2%0.002%
4/15/2025 Avanza Fonder AB8,672$2.14M0.1%+17.1%0.007%
4/15/2025 Parsons Capital Management Inc. RI18,156$4.40M0.2%-6.9%0.016%
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4/15/2025 Accurate Wealth Management LLC1,024$237K0.0%N/A0.001%
4/15/2025 Simplicity Wealth LLC6,403$1.55M0.1%N/A0.005%
4/15/2025 GAMMA Investing LLC4,083$990K0.1%+28.3%0.003%
4/14/2025 Harbor Capital Advisors Inc.4,842$1.17M0.1%-49.3%0.004%
4/14/2025 Yousif Capital Management LLC18,499$4.49M0.1%-3.0%0.016%
4/14/2025 Farther Finance Advisors LLC3,543$867K0.0%+2.3%0.003%
4/14/2025 Portside Wealth Group LLC2,173$527K0.1%+9.9%0.002%
4/14/2025 Fenimore Asset Management Inc314,466$76.25M1.6%+0.5%0.269%
4/14/2025 First Citizens Bank & Trust Co.8,689$2.11M0.0%-11.5%0.007%
4/14/2025 Bangor Savings Bank364$88K0.0%-19.5%0.000%
4/14/2025 One Plus One Wealth Management LLC2,606$632K0.3%+60.5%0.002%
4/14/2025 Miracle Mile Advisors LLC2,314$561K0.0%-4.9%0.002%
4/14/2025 Patriot Financial Group Insurance Agency LLC2,131$517K0.1%-2.4%0.002%
4/14/2025 UMB Bank n.a.926$225K0.0%-15.6%0.001%
4/14/2025 Wedmont Private Capital2,609$604K0.0%+30.3%0.002%
4/11/2025 Princeton Global Asset Management LLC18,130$4.40M0.9%+2.4%0.015%
4/11/2025 KFG Wealth Management LLC1,501$364K0.1%+7.1%0.001%
4/11/2025 First Affirmative Financial Network1,072$260K0.2%-17.6%0.001%
4/11/2025 Congress Asset Management Co.82,968$20.12M0.2%-1.0%0.071%
4/11/2025 Procyon Advisors LLC1,005$244K0.0%-33.7%0.001%
4/11/2025 Unique Wealth LLC2,738$664K0.1%+36.4%0.002%
4/11/2025 Atwater Malick LLC1,191$289K0.1%N/A0.001%
4/11/2025 Signal Advisors Wealth LLC21,536$5.22M0.5%+18.4%0.018%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.13,571$3.29M0.6%+26.0%0.012%
4/10/2025 Naples Global Advisors LLC8,340$2.03M0.2%-4.0%0.007%
4/10/2025 Portside Wealth Group LLC1,977$447K0.1%+7.6%0.002%
4/10/2025 Orser Capital Management LLC1,838$446K0.3%N/A0.002%
4/10/2025 Unigestion Holding SA22,611$5.48M0.3%-0.9%0.019%
4/10/2025 Whipplewood Advisors LLC136$33K0.0%+2,620.0%0.000%
4/9/2025 Sentry Investment Management LLC339$75K0.0%-23.0%0.000%
4/9/2025 Fulton Bank N.A.3,190$773K0.0%-4.7%0.003%
4/9/2025 Merit Financial Group LLC9,630$2.34M0.0%+22.5%0.008%
4/9/2025 LVW Advisors LLC4,372$1.06M0.1%+10.1%0.004%
4/9/2025 NBC Securities Inc.5,796$1.41M0.1%+115,820.0%0.005%
4/9/2025 Douglas Lane & Associates LLC62,475$15.15M0.2%-5.1%0.053%
4/9/2025 Addenda Capital Inc.51,208$12.45M0.6%-0.7%0.044%
4/9/2025 Czech National Bank26,877$6.52M0.1%+6.0%0.023%
4/9/2025 Wallace Advisory Group LLC924$209K0.1%N/A0.001%
4/8/2025 Rhumbline Advisers261,855$63.49M0.1%+7.0%0.224%
4/8/2025 Fifth Third Wealth Advisors LLC1,629$395K0.0%+48.2%0.001%
4/8/2025 Meyer Handelman Co.3,105$753K0.0%-3.9%0.003%
4/8/2025 Lantz Financial LLC9,658$2.34M0.6%-4.5%0.008%
4/8/2025 Parallel Advisors LLC1,047$254K0.0%-8.2%0.001%
4/7/2025 GAMMA Investing LLC989,964$240.03M0.0%+31,011.4%0.846%
4/7/2025 Bath Savings Trust Co112,893$27.37M2.8%-1.0%0.096%
4/3/2025 Versant Capital Management Inc875$212K0.0%N/A0.001%
4/1/2025 Confluence Investment Management LLC609,740$147.84M2.1%-3.6%0.521%
3/24/2025Wellington Management Group LLP4,636$1.05M0.0%+28.4%0.004%
3/19/2025Chancellor Financial Group WB LP1,739$393K0.3%N/A0.001%
3/18/2025California State Teachers Retirement System180,918$40.90M0.0%-10.9%0.155%
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3/17/2025 Wealth Enhancement Advisory Services LLC20,258$4.58M0.0%+4.5%0.017%
3/14/2025Lansforsakringar Fondforvaltning AB publ 41,511$9.39M0.1%N/A0.035%
3/12/2025Centaurus Financial Inc.6,242$1.41M0.1%-11.5%0.005%
3/4/2025Siemens Fonds Invest GmbH1,447$327K0.0%-84.5%0.001%
2/28/2025Menard Financial Group LLC4,086$924K0.6%+4.4%0.003%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH111,607$25.23M0.0%N/A0.095%
2/27/2025Jefferies Financial Group Inc.3,198$723K0.0%-4.9%0.003%
2/27/2025Pinnacle Wealth Planning Services Inc.1,294$293K0.0%+16.6%0.001%
2/25/2025B. Riley Wealth Advisors Inc.2,222$504K0.0%+2.8%0.002%
2/24/2025United Advisor Group LLC2,812$636K0.1%+16.7%0.002%
(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, 1,030 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 879 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 21,360,463 shares in the last 24 months. This purchase volume represents approximately $4.28B in transactions.

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

Of the 577 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 14,940,655 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.



This page (NYSE:BR) was last updated on 4/19/2025 by MarketBeat.com Staff
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