Go Pro

Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$163.76 +0.74 (+0.46%)
Closing price 09/23/2026 03:59 PM Eastern
Extended Trading
$163.48 -0.28 (-0.17%)
As of 04:43 AM 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 Massive. 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)
655
Total
Institutional Inflows
(last 12 months)
$6.53B
Number of
Institutional Sellers
(last 12 months)
473
Total
Institutional Outflows
(last 12 months)
$2.41B
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 QRG Capital Management Inc.98,425$13.48M0.1%+816.7%0.086%
9/23/2026 Envestnet Portfolio Solutions Inc.14,970$2.05M0.0%+218.2%0.013%
9/22/2026 Andra AP fonden170,757$23.39M0.3%+96.5%0.150%
9/21/2026 Silicon Valley Capital Partners1,050$144K0.0%N/A0.001%
9/18/2026 Security National Bank of SO Dak193$26K0.0%N/A0.000%
9/15/2026 Anchor Investment Management LLC1,228$182K0.0%-18.1%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC87,447$11.98M0.5%N/A0.077%
9/9/2026 Sequoia Financial Advisors LLC2,862$392K0.0%-35.7%0.003%
9/9/2026 Tidal Investments LLC104,615$14.33M0.0%+98.7%0.092%
9/9/2026 MCF Advisors LLC2,579$355K0.0%-21.3%0.002%
9/9/2026 National Pension Service70,060$9.60M0.0%-68.3%0.061%
9/9/2026 Engineers Gate Manager LP70,184$9.61M0.1%-57.0%0.062%
9/9/2026 SVB Wealth LLC19,103$2.62M0.2%-7.5%0.017%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC2,011$275K0.0%+32.6%0.002%
9/9/2026 Integrated Wealth Concepts LLC6,129$839K0.0%-90.9%0.005%
9/9/2026 NewEdge Advisors LLC15,192$2.08M0.0%+1.2%0.013%
9/9/2026 IFP Advisors Inc2,107$289K0.0%+11.8%0.002%
9/9/2026 Squarepoint Ops LLC139,172$19.06M0.0%+97.7%0.122%
9/9/2026 Baird Financial Group Inc.302,218$41.39M0.1%-8.6%0.265%
9/8/2026 Mraz Amerine & Associates Inc.10,699$1.47M0.2%+1.9%0.009%
9/8/2026 Allworth Financial LP2,662$365K0.0%+2.9%0.002%
9/8/2026 Arizona State Retirement System33,473$4.58M0.0%+5.5%0.029%
9/8/2026 Waverly Advisors LLC2,711$371K0.0%-38.6%0.002%
9/8/2026 Empirical Finance LLC4,068$557K0.0%+3.4%0.004%
9/8/2026 Nykredit A S56,236$7.70M0.0%N/A0.049%
9/4/2026 Parkside Financial Bank & Trust785$108K0.0%+21.5%0.001%
9/2/2026 Second Line Capital LLC2,155$310K0.1%-85.4%0.002%
8/27/2026 Corient Private Wealth LP451,333$62.22M0.1%+13.7%0.396%
8/26/2026 Amundi771,688$105.68M0.0%-27.1%0.677%
8/26/2026 Wellington Grp LLC4,665$639K0.2%+123.6%0.004%
8/26/2026 HighTower Advisors LLC32,569$4.46M0.0%-7.0%0.029%
8/23/2026 Paralel Advisors LLC14,218$1.95M0.1%N/A0.012%
8/23/2026 Washington Trust Advisors Inc.797$109K0.0%-38.0%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC5,342$734K0.0%-63.9%0.005%
8/23/2026 Wedmont Private Capital2,815$415K0.0%+33.4%0.002%
8/23/2026 Guardian Wealth Management Inc.1,854$254K0.1%-13.2%0.002%
8/23/2026 HB Wealth Management LLC5,714$783K0.0%-3.8%0.005%
8/23/2026 Saudi Central Bank8,172$1.12M0.0%+89.6%0.007%
8/22/2026 Compass Financial Management LLC290$41K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd3,609$494K0.1%N/A0.003%
NASA's ISS Replacement Could Go to This Tiny Space Firm (Ad)

NASA has commissioned SpaceX to decommission the $150 billion International Space Station, but the contract to build its replacement is reportedly headed to a tiny firm a fraction of SpaceX's size, one NASA has quietly funded for five years. History shows these NASA announcements can move fast: Intuitive Machines jumped 66% in a day, Momentus soared 155%, and Sidus Space climbed 180% after landing subcontractor roles.tc pixel

See the full story before NASA's official announcement is made
8/22/2026 Markowski Investments198$27K0.0%N/A0.000%
8/22/2026 Raiffeisen Bank International AG3,977$539K0.0%+2.6%0.003%
8/22/2026 Syon Capital LLC4,339$594K0.0%+147.1%0.004%
8/22/2026 denkapparat Operations GmbH1,864$255K0.1%N/A0.002%
8/22/2026 Premier Path Wealth Partners LLC2,077$284K0.0%-26.3%0.002%
8/22/2026 Concurrent Investment Advisors LLC9,828$1.35M0.0%-27.4%0.009%
8/22/2026 NEOS Investment Management LLC19,059$2.61M0.0%+13.7%0.017%
8/21/2026 AXQ Capital LP13,859$1.90M0.2%+21.9%0.012%
8/21/2026 iSAM Funds UK Ltd4,700$644K0.5%-4.1%0.004%
8/21/2026 Strengthening Families & Communities LLC12,566$1.72M0.4%+1.9%0.011%
8/21/2026 Smallwood Wealth Investment Management LLC3,254$446K0.2%-3.2%0.003%
8/21/2026 Continuum Advisory LLC344$47K0.0%N/A0.000%
8/21/2026 Nykredit A S61,925$8.48M0.0%N/A0.054%
8/21/2026 Tranquilli Financial Advisor LLC1,711$234K0.1%+37.2%0.002%
8/21/2026 B. Metzler seel. Sohn & Co. AG53,832$7.37M0.1%-66.5%0.047%
8/21/2026 Investors Research Corp6,425$880K0.2%+1.2%0.006%
8/20/2026 Rehmann Capital Advisory Group2,894$397K0.0%+3.0%0.003%
8/20/2026 Addenda Capital Inc.43,646$6.02M0.2%-35.7%0.038%
8/20/2026 Advocacy Wealth Management LLC5,598$767K0.0%-2.3%0.005%
8/20/2026 CTC Alternative Strategies Ltd.1,500$205K0.3%N/A0.001%
8/20/2026 Ancora Advisors LLC4,054$555K0.0%+358.1%0.004%
8/20/2026 Sigma Planning Corp1,636$224K0.0%N/A0.001%
8/20/2026 Two Sigma Securities LLC11,170$1.53M0.1%+23.3%0.010%
8/20/2026 Benjamin Edwards Inc.149,110$20.42M0.2%-11.8%0.131%
8/20/2026 Flputnam Investment Management Co.12,748$1.75M0.0%+11.9%0.011%
8/20/2026 Northwestern Mutual Wealth Management Co.5,437$745K0.0%-4.1%0.005%
8/20/2026 Hennessy Advisors Inc.12,300$1.68M0.1%-2.4%0.011%
8/20/2026 Greenleaf Trust8,122$1.11M0.0%+4.9%0.007%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC990,972$135.71M0.0%-4.1%0.869%
8/19/2026 New Mexico Educational Retirement Board5,850$801K0.0%+9.3%0.005%
8/19/2026 Royal London Asset Management Ltd.113,067$15.49M0.0%+0.8%0.099%
8/19/2026 Mufg Securities Americas Inc.3,484$477K0.0%+7.9%0.003%
8/19/2026 Van ECK Associates Corp1,875,684$256.88M0.2%+11.3%1.645%
8/19/2026 Northstar Asset Management Inc.9,926$1.36M0.4%-44.2%0.009%
8/19/2026 Nissay Asset Management Corp Japan16,078$2.20M0.0%+3.7%0.014%
8/19/2026 Hsbc Holdings PLC320,026$43.73M0.0%+24.8%0.281%
8/19/2026 Wellington Management Group LLP9,634$1.32M0.0%+2.6%0.008%
8/18/2026 Beacon Pointe Advisors LLC5,483$752K0.0%N/A0.005%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt786$108K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.19,325$2.62M0.0%N/A0.017%
8/18/2026 Empowered Funds LLC59,157$8.10M0.0%N/A0.052%
8/18/2026 United Capital Financial Advisors LLC5,563$762K0.0%N/A0.005%
8/18/2026 Dearborn Partners LLC69,618$9.53M0.4%N/A0.061%
8/18/2026 Bank OZK4,000$548K0.2%N/A0.004%
8/18/2026 Caitlin John LLC1,955$268K0.1%N/A0.002%
8/18/2026 Equitable Holdings Inc.2,403$329K0.0%N/A0.002%
8/18/2026 Coastal Bridge Advisors LLC3,970$544K0.0%N/A0.003%
8/18/2026 Public Employees Retirement System of Ohio35,809$4.90M0.0%N/A0.031%
8/17/2026 Capstone Investment Advisors LLC1,629$223K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP457,066$63M0.0%N/A0.401%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
8/17/2026 Bank of America Corp DE586,067$80.26M0.0%N/A0.514%
8/17/2026 Bontempo Ohly Capital Mgmt LLC22,250$3.05M1.3%N/A0.020%
8/15/2026 Freestone Grove Partners LP19,988$2.74M0.0%N/A0.018%
8/15/2026 Caisse de depot et placement du Quebec157,914$21.63M0.0%N/A0.138%
8/15/2026 Man Group plc263,109$36.03M0.1%N/A0.231%
8/15/2026 Western Wealth Management LLC5,251$719K0.0%N/A0.005%
8/15/2026 Jupiter Topco LLC1,912,032$261.85M0.1%N/A1.677%
8/14/2026 Hsbc Holdings PLC320,026$43.73M0.0%N/A0.281%
8/14/2026 EFG International AG31,773$4.35M0.1%N/A0.028%
8/14/2026 Ancora Advisors LLC4,054$555K0.0%N/A0.004%


BR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,194 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($3.36B), BlackRock Inc. ($1.47B), State Street Corp ($1.34B), Morgan Stanley ($908.79M), Alliancebernstein L.P. ($879.02M), Geode Capital Management LLC ($746.06M), and Price T Rowe Associates Inc. MD ($682.90M).Learn more on Broadridge Financial Solutions' institutional investors.

90.03% of Broadridge Financial Solutions' stock is owned by institutional investors. Learn more on BR's institutional investor holdings.

Of the 1,011 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: BlackRock Inc. ($10.76M), Alliancebernstein L.P. ($3.26M), Norges Bank ($2.53M), Jupiter Topco LLC ($1.91M), The Manufacturers Life Insurance Company ($1.77M), Van ECK Associates Corp ($1.65M), and Price T Rowe Associates Inc. MD ($1.19M).

Institutional investors have bought a total of 37,649,193 shares in the last 24 months. This purchase volume represents approximately $6.53B in transactions.

Of the 473 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: T. Rowe Price Investment Management Inc. ($823.70K), Capital International Investors ($676.44K), Macquarie Group Ltd. ($658.13K), Janus Henderson Group PLC ($633.86K), Price T Rowe Associates Inc. MD ($527.55K), Amundi ($434.28K), and Morgan Stanley ($432.35K).

Institutional investors have sold a total of 11,161,632 shares in the last 24 months. This volume of shares sold represents approximately $2.41B in transactions.



Institutional ownership data for NYSE:BR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners