Broadridge Financial Solutions (BR) Institutional Ownership

$212.72

+4.65 (+2.23%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 90.03%
Number of Institutional Buyers (last 12 months): 514
Total Institutional Inflows (last 12 months): $1.82B

Number of Institutional Sellers (last 12 months): 375
Total Institutional Outflows (last 12 months): $1.41B

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.

BR Institutional Buying and Selling by Quarter

Ad Crypto Swap Profits

625,000% Gain

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here

Broadridge Financial Solutions Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Kintegral Advisory LLC	12,291	$2.42M	0.2%	+378.1%	0.010%
7/26/2024	Argonautica Private Wealth Management Inc.	1,612	$318K	0.1%	+8.6%	0.001%
7/26/2024	McClarren Financial Advisors Inc.	197	$39K	0.0%	+65.5%	0.000%
7/26/2024	Smallwood Wealth Investment Management LLC	3,540	$697K	0.5%	+13.7%	0.003%
7/26/2024	Eagle Bay Advisors LLC	1,955	$387K	0.2%	+16.1%	0.002%
7/26/2024	Patriot Financial Group Insurance Agency LLC	2,499	$492K	0.1%	+8.0%	0.002%
Get the Latest News and Ratings for BR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Broadridge Financial Solutions and its competitors with MarketBeat's FREE daily newsletter.
7/26/2024	Cambridge Investment Research Advisors Inc.	13,809	$2.72M	0.0%	+1.1%	0.012%
7/26/2024	Crew Capital Management Ltd.	4,529	$892K	0.7%	+14.1%	0.004%
7/26/2024	Dearborn Partners LLC	135,095	$26.61M	1.2%	+53.5%	0.114%
7/26/2024	Signature Estate & Investment Advisors LLC	1,125	$222K	0.0%	N/A	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	7,163	$1.41M	0.0%	-3.4%	0.006%
7/26/2024	State of Michigan Retirement System	32,360	$6.38M	0.0%	+0.3%	0.027%
7/26/2024	Bank of New York Mellon Corp	902,824	$177.86M	0.0%	-0.9%	0.764%
7/26/2024	Alta Capital Management LLC	83,569	$16.46M	1.0%	-6.3%	0.071%
7/25/2024	First Heartland Consultants Inc.	1,955	$385K	0.0%	+11.4%	0.002%
7/25/2024	Raymond James Trust N.A.	6,618	$1.30M	0.0%	+8.8%	0.006%
7/25/2024	Mn Services Vermogensbeheer B.V.	46,230	$9.11M	0.1%	-2.9%	0.039%
7/25/2024	Schwartz Investment Counsel Inc.	334,350	$65.87M	2.4%	-9.5%	0.283%
7/24/2024	EdgeRock Capital LLC	161	$32K	0.0%	N/A	0.000%
7/24/2024	Family Firm Inc.	185	$37K	0.0%	N/A	0.000%
7/24/2024	Retirement Systems of Alabama	26,070	$5.14M	0.0%	+0.3%	0.022%
7/24/2024	Quotient Wealth Partners LLC	1,723	$339K	0.0%	N/A	0.001%
7/24/2024	Mcrae Capital Management Inc.	62,574	$12.33M	2.8%	+0.2%	0.053%
7/24/2024	New York State Teachers Retirement System	99,322	$19.57M	0.0%	-2.2%	0.084%
7/24/2024	Nicholas Company Inc.	92,830	$18.29M	0.3%	-0.1%	0.079%
7/24/2024	Louisiana State Employees Retirement System	6,700	$1.32M	0.0%	-2.9%	0.006%
7/24/2024	&PARTNERS	3,655	$720K	0.0%	+78.9%	0.003%
7/23/2024	Griffin Asset Management Inc.	20,114	$3.96M	0.5%	+3.3%	0.017%
7/23/2024	Fifth Third Wealth Advisors LLC	1,087	$214K	0.0%	N/A	0.001%
7/22/2024	Security National Bank	20,287	$4.00M	0.6%	+0.8%	0.017%
7/22/2024	Running Oak Capital LLC	51,608	$10.62M	2.0%	-8.2%	0.044%
7/22/2024	Chevy Chase Trust Holdings LLC	64,528	$12.71M	0.0%	-1.1%	0.055%
7/22/2024	Walter Public Investments Inc.	77,842	$15.34M	2.4%	-0.1%	0.066%
7/22/2024	Aull & Monroe Investment Management Corp	1,226	$242K	0.1%	-10.9%	0.001%
7/22/2024	Ninety One UK Ltd	524,260	$103.28M	0.3%	-3.1%	0.444%
7/20/2024	First Citizens Bank & Trust Co.	10,331	$2.04M	0.0%	+0.9%	0.009%
7/20/2024	First Horizon Advisors Inc.	945	$186K	0.0%	+19.2%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	21,940	$4.32M	0.3%	-1.5%	0.019%
7/20/2024	Apollon Wealth Management LLC	7,750	$1.53M	0.0%	+18.7%	0.007%
7/19/2024	MONECO Advisors LLC	1,500	$296K	0.0%	-7.9%	0.001%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
7/19/2024	Raymond James & Associates	404,049	$79.60M	0.1%	+1.3%	0.342%
7/19/2024	Boston Trust Walden Corp	33,798	$6.66M	0.0%	+0.5%	0.029%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	262,725	$51.76M	0.0%	-6.6%	0.222%
7/19/2024	Everpar Advisors LLC	2,234	$440K	0.2%	+12.9%	0.002%
7/18/2024	Blue Trust Inc.	829	$170K	0.0%	+29.5%	0.001%
7/18/2024	Miracle Mile Advisors LLC	1,115	$220K	0.0%	N/A	0.001%
7/18/2024	Naples Global Advisors LLC	8,615	$1.70M	0.2%	+22.0%	0.007%
7/18/2024	Triad Wealth Partners LLC	222	$44K	0.0%	N/A	0.000%
7/18/2024	Assenagon Asset Management S.A.	6,197	$1.22M	0.0%	-87.1%	0.005%
7/18/2024	Swedbank AB	24,420	$4.81M	0.0%	+1.0%	0.021%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	274,298	$57.53M	0.5%	-0.3%	0.232%
7/17/2024	Leavell Investment Management Inc.	9,520	$1.88M	0.1%	-3.8%	0.008%
7/16/2024	Envestnet Portfolio Solutions Inc.	25,565	$5.04M	0.0%	-9.2%	0.022%
7/16/2024	Addenda Capital Inc.	46,361	$9.16M	0.4%	+16.7%	0.039%
7/16/2024	ORG Partners LLC	1,360	$267K	0.0%	+1,378.3%	0.001%
7/16/2024	Patton Fund Management Inc.	21,782	$4.29M	0.9%	-16.4%	0.018%
7/16/2024	V Square Quantitative Management LLC	2,613	$515K	0.1%	+12.7%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	36,504	$7.19M	0.0%	+22.4%	0.031%
7/16/2024	Meyer Handelman Co.	3,970	$782K	0.0%	-47.8%	0.003%
7/16/2024	Wedmont Private Capital	1,423	$292K	0.0%	+5.2%	0.001%
7/16/2024	WASHINGTON TRUST Co	62,082	$12.23M	0.4%	-2.9%	0.053%
7/16/2024	LVW Advisors LLC	2,572	$507K	0.1%	+16.5%	0.002%
7/15/2024	MorganRosel Wealth Management LLC	3,107	$612K	0.2%	-24.9%	0.003%
7/15/2024	Transform Wealth LLC	39,734	$7.86M	0.6%	+1.6%	0.034%
7/15/2024	Occidental Asset Management LLC	17,191	$3.39M	0.6%	+5.3%	0.015%
7/15/2024	Northwest Investment Counselors LLC	9,254	$1.82M	0.5%	-1.2%	0.008%
7/15/2024	Securian Asset Management Inc.	6,757	$1.33M	0.0%	-1.5%	0.006%
7/15/2024	Brady Family Wealth LLC	29,056	$5.72M	1.8%	+0.5%	0.025%
7/15/2024	Czech National Bank	22,520	$4.44M	0.1%	+8.7%	0.019%
7/12/2024	Peak Financial Advisors LLC	14,018	$2.76M	1.6%	+1.7%	0.012%
7/12/2024	SG Americas Securities LLC	19,994	$3.94M	0.0%	-63.3%	0.017%
7/12/2024	Opal Wealth Advisors LLC	491	$97K	0.0%	N/A	0.000%
7/12/2024	QRG Capital Management Inc.	6,795	$1.34M	0.0%	-3.1%	0.006%
7/12/2024	Bath Savings Trust Co	114,277	$22.51M	2.4%	+0.6%	0.097%
7/11/2024	BDF Gestion	20,069	$3.95M	0.4%	N/A	0.017%
7/11/2024	Cadent Capital Advisors LLC	1,297	$256K	0.1%	-12.4%	0.001%
7/11/2024	Tilia Fiduciary Partners Inc.	11,024	$2.17M	1.7%	+6.7%	0.009%
7/11/2024	Symmetry Partners LLC	3,329	$656K	0.0%	-11.0%	0.003%
7/11/2024	Clarius Group LLC	1,156	$228K	0.0%	-4.9%	0.001%
7/10/2024	Simplicity Wealth LLC	15,995	$3.15M	0.1%	+0.6%	0.014%
7/10/2024	Linden Thomas Advisory Services LLC	7,650	$1.51M	0.2%	+14.4%	0.006%
7/10/2024	Albion Financial Group UT	2,801	$552K	0.0%	-5.4%	0.002%
7/10/2024	First Affirmative Financial Network	1,811	$357K	0.2%	+4.8%	0.002%
7/10/2024	Gulf International Bank UK Ltd	9,861	$1.94M	0.0%	+1.3%	0.008%
7/10/2024	CWM LLC	7,041	$1.39M	0.0%	+8.0%	0.006%
7/10/2024	Apella Capital LLC	1,450	$290K	0.0%	+7.4%	0.001%
7/9/2024	Park Avenue Securities LLC	8,243	$1.62M	0.0%	+1.5%	0.007%
7/9/2024	Harbor Capital Advisors Inc.	5,995	$1.18M	0.1%	+134.2%	0.005%
7/9/2024	New England Research & Management Inc.	6,680	$1.32M	0.6%	-6.6%	0.006%
7/9/2024	Mather Group LLC.	2,808	$575K	0.0%	+29.3%	0.002%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
7/8/2024	Sugarloaf Wealth Management LLC	16,968	$3.34M	0.7%	+1.2%	0.014%
7/8/2024	Douglas Lane & Associates LLC	75,815	$14.94M	0.2%	-23.8%	0.064%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	6,548	$1.29M	0.4%	N/A	0.006%
7/5/2024	Institutional & Family Asset Management LLC	23,160	$4.56M	0.7%	-2.5%	0.020%
7/5/2024	DNB Asset Management AS	24,927	$4.91M	0.0%	+7.7%	0.021%
7/2/2024	First Hawaiian Bank	20,729	$4.08M	0.1%	+7.1%	0.018%
7/2/2024	GAMMA Investing LLC	1,558	$307K	0.0%	+81.4%	0.001%
7/2/2024	Park Place Capital Corp	3,202	$631K	0.2%	+127.9%	0.003%
7/2/2024	Transcend Capital Advisors LLC	11,959	$2.36M	0.2%	+11.2%	0.010%
7/2/2024	Appleton Partners Inc. MA	13,665	$2.69M	0.2%	+2.5%	0.012%

(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, 880 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Carl Stuart Investment Advisor Inc. ($14.76B), Vanguard Group Inc. ($2.87B), BlackRock Inc. ($1.59B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($853.90M), State Street Corp ($775.19M), and Janus Henderson Group PLC ($670.99M).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 756 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 ($1.46M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.16M), Capital International Investors ($951.69K), Confluence Investment Management LLC ($710.27K), TD Asset Management Inc. ($647.36K), Envestnet Asset Management Inc. ($469.90K), and Gateway Advisory LLC ($469.17K).

How much institutional buying is happening at Broadridge Financial Solutions?: Institutional investors have bought a total of 18,247,859 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.
Which Broadridge Financial Solutions major shareholders have been selling company stock?: Of the 520 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: Baillie Gifford & Co. ($960.66K), Morgan Stanley ($948.49K), Price T Rowe Associates Inc. MD ($935.38K), Capital International Investors ($845.50K), BlackRock Inc. ($795.17K), Caisse DE Depot ET Placement DU Quebec ($701.18K), and Parnassus Investments LLC ($664.77K).
How much institutional selling is happening at Broadridge Financial Solutions?: Institutional investors have sold a total of 15,278,007 shares in the last 24 months. This volume of shares sold represents approximately $2.51B in transactions.