NYSE:BR

Broadridge Financial Solutions - BR Institutional Ownership

$146.57

+1.46 (+1.01%)

(As of 03/31/2023 12:00 AM ET)

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Today's Range: $145.79
▼
$147.23
50-Day Range: $135.16
▼
$153.58
52-Week Range: $131.35
▼
$183.33

Volume: 578,128 shs
Average Volume: 566,643 shs
Market Capitalization: $17.25 billion

P/E Ratio: 32.72
Dividend Yield: 1.98%
Price Target: $159.50

Institutional Ownership

Current Institutional Ownership Percentage: 86.45%
Number of Institutional Buyers (last 12 months): 511
Total Institutional Inflows (last 12 months): $1.76 B
Number of Institutional Sellers (last 12 months): 397
Total Institutional Outflows (last 12 months): $1.42 B

BR Institutional Buying and Selling by Quarter

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Broadridge Financial Solutions Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/31/2023	Metropolitan Life Insurance Co. NY	6,671	$0.90M	0.0%	-2.9%	0.006%
3/23/2023	ETF Managers Group LLC	4,611	$0.62M	0.0%	+4.5%	0.004%
3/15/2023	B. Riley Wealth Advisors Inc.	2,799	$0.38M	0.0%	-30.9%	0.002%
3/10/2023	Mather Group LLC.	3,289	$0.44M	0.0%	N/A	0.003%
3/10/2023	Victory Capital Management Inc.	57,089	$7.66M	0.0%	-19.4%	0.049%
3/6/2023	Rockefeller Capital Management L.P.	11,159	$1.50M	0.0%	+1.3%	0.009%

3/2/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	258,268	$34.64M	0.4%	-2.0%	0.219%
2/28/2023	Voya Investment Management LLC	72,590	$9.74M	0.0%	+1.1%	0.062%
2/24/2023	Natixis	8,735	$1.17M	0.0%	+21.0%	0.007%
2/21/2023	Macquarie Group Ltd.	1,089,315	$146.11M	0.2%	+6.8%	0.926%
2/21/2023	Northwestern Mutual Wealth Management Co.	7,069	$0.95M	0.0%	+5.0%	0.006%
2/21/2023	B. Riley Wealth Advisors Inc.	2,799	$0.38M	0.0%	-30.9%	0.002%
2/21/2023	Northwestern Mutual Investment Management Company LLC	3,688	$0.50M	0.0%	-15.3%	0.003%
2/21/2023	National Pension Service	195,672	$26.25M	0.1%	+8.4%	0.166%
2/17/2023	Truist Financial Corp	90,198	$12.10M	0.0%	-6.4%	0.077%
2/17/2023	Linden Thomas Advisory Services LLC	7,402	$0.99M	0.3%	N/A	0.006%
2/16/2023	GHP Investment Advisors Inc.	35,464	$4.76M	0.3%	-0.5%	0.030%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	5,794	$0.78M	0.0%	N/A	0.005%
2/16/2023	Alliancebernstein L.P.	511,759	$68.64M	0.0%	-5.8%	0.435%
2/16/2023	Personal Capital Advisors Corp	1,852	$0.25M	0.0%	N/A	0.002%
2/16/2023	Point72 Middle East FZE	4,524	$0.61M	0.0%	N/A	0.004%
2/16/2023	Resurgent Financial Advisors LLC	203	$27K	0.0%	N/A	0.000%
2/16/2023	United Capital Financial Advisers LLC	3,209	$0.43M	0.0%	-19.6%	0.003%
2/15/2023	Public Employees Retirement System of Ohio	59,823	$8.02M	0.0%	+1.0%	0.051%
2/15/2023	Steward Partners Investment Advisory LLC	13,078	$1.75M	0.0%	+2.1%	0.011%
2/15/2023	CI Private Wealth LLC	31,408	$4.18M	0.0%	N/A	0.027%
2/15/2023	Metropolitan Life Insurance Co NY	6,671	$0.90M	0.0%	-2.9%	0.006%
2/15/2023	MetLife Investment Management LLC	34,919	$4.68M	0.0%	-1.6%	0.030%
2/15/2023	State of Tennessee Treasury Department	105,209	$14.11M	0.1%	+18.8%	0.089%
2/15/2023	Utah Retirement Systems	20,691	$2.78M	0.0%	-1.0%	0.018%
2/15/2023	Captrust Financial Advisors	43,992	$5.90M	0.0%	+4.4%	0.037%
2/15/2023	1832 Asset Management L.P.	3,944	$0.53M	0.0%	+5.4%	0.003%
2/15/2023	Cerity Partners LLC	5,826	$0.78M	0.0%	+121.3%	0.005%
2/15/2023	Virtu Financial LLC	3,361	$0.45M	0.1%	-63.9%	0.003%
2/15/2023	Running Oak Capital LLC	43,112	$5.78M	1.7%	+9.0%	0.037%
2/15/2023	Toroso Investments LLC	8,380	$1.12M	0.0%	+251.2%	0.007%
2/15/2023	State of Wisconsin Investment Board	67,789	$9.09M	0.0%	-10.4%	0.058%
2/15/2023	Squarepoint Ops LLC	27,630	$3.71M	0.0%	+35.4%	0.023%
2/15/2023	T. Rowe Price Investment Management Inc.	2,230,810	$299.22M	0.2%	+85.1%	1.895%
2/15/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	259,549	$38.97M	0.5%	-1.6%	0.221%

2/15/2023	Legal & General Group Plc	835,551	$112.07M	0.0%	-3.0%	0.710%
2/15/2023	Mackenzie Financial Corp	371,021	$49.77M	0.1%	+13.2%	0.315%
2/15/2023	Millennium Management LLC	13,040	$1.75M	0.0%	-92.4%	0.011%
2/15/2023	Money Concepts Capital Corp	195	$26K	0.0%	+400.0%	0.000%
2/15/2023	Montag & Caldwell LLC	6,992	$0.94M	0.1%	+3.0%	0.006%
2/15/2023	Morgan Stanley	7,043,656	$944.77M	0.1%	+41.0%	5.985%
2/15/2023	Man Group plc	9,151	$1.23M	0.0%	+8.9%	0.008%
2/15/2023	Mariner LLC	17,281	$2.32M	0.0%	-13.9%	0.015%
2/15/2023	Menard Financial Group LLC	1,624	$0.22M	0.5%	N/A	0.001%
2/15/2023	Nissay Asset Management Corp Japan ADV	154,991	$20.79M	0.2%	-33.0%	0.132%
2/15/2023	Norges Bank	63,764	$8.55M	0.0%	N/A	0.054%
2/15/2023	Echo Street Capital Management LLC	31,607	$4.24M	0.0%	+233.9%	0.027%
2/15/2023	Eqis Capital Management Inc.	3,033	$0.41M	0.0%	-40.9%	0.003%
2/15/2023	Fjarde AP Fonden Fourth Swedish National Pension Fund	76,414	$10.25M	0.1%	+45.7%	0.065%
2/15/2023	AQR Capital Management LLC	16,900	$2.27M	0.0%	+1.0%	0.014%
2/15/2023	Aureus Asset Management LLC	26,003	$3.49M	0.3%	+18.0%	0.022%
2/15/2023	Boothbay Fund Management LLC	4,245	$0.57M	0.0%	+157.3%	0.004%
2/15/2023	Earnest Partners LLC	281,699	$37.78M	0.2%	-0.2%	0.239%
2/15/2023	Caisse DE Depot ET Placement DU Quebec	167,697	$22.49M	0.1%	-66.1%	0.142%
2/15/2023	Jefferies Financial Group Inc.	14,898	$2M	0.0%	N/A	0.013%
2/14/2023	Meeder Asset Management Inc.	976	$0.13M	0.0%	-69.5%	0.001%
2/14/2023	PDT Partners LLC	8,722	$1.17M	0.2%	+8.7%	0.007%
2/14/2023	Advisor Partners II LLC	6,973	$0.94M	0.1%	+4.5%	0.006%
2/14/2023	Industrial Alliance Investment Management Inc.	692	$93K	0.0%	N/A	0.001%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	5,794	$0.78M	0.0%	N/A	0.005%
2/14/2023	Price T Rowe Associates Inc. MD	3,391,471	$454.90M	0.1%	+0.8%	2.882%
2/14/2023	Meiji Yasuda Asset Management Co Ltd.	14,150	$1.90M	0.1%	+57.7%	0.012%
2/14/2023	Lombard Odier Asset Management Europe Ltd	23,000	$3.09M	0.1%	-16.4%	0.020%
2/14/2023	Verition Fund Management LLC	1,672	$0.22M	0.0%	-88.4%	0.001%
2/14/2023	Cetera Advisor Networks LLC	9,599	$1.29M	0.0%	+173.8%	0.008%
2/14/2023	Cetera Investment Advisers	6,918	$0.93M	0.0%	+16.1%	0.006%
2/14/2023	Cetera Advisors LLC	2,472	$0.33M	0.0%	+34.6%	0.002%
2/14/2023	Amundi	332,036	$47.67M	0.0%	-15.9%	0.282%
2/14/2023	Laurel Wealth Advisors Inc.	5,771	$0.77M	0.1%	-18.8%	0.005%
2/14/2023	Marshall Wace LLP	14,559	$1.95M	0.0%	-71.9%	0.012%
2/14/2023	Arrowstreet Capital Limited Partnership	7,951	$1.07M	0.0%	+349.0%	0.007%
2/14/2023	Allstate Investment Management Co.	8,345	$1.12M	0.0%	N/A	0.007%
2/14/2023	Siemens Fonds Invest GmbH	12,642	$1.70M	0.2%	-3.1%	0.011%
2/14/2023	Engineers Gate Manager LP	16,618	$2.23M	0.1%	+87.4%	0.014%
2/14/2023	Townsquare Capital LLC	18,688	$2.51M	0.1%	+18.0%	0.016%
2/13/2023	Pathstone Family Office LLC	6,150	$0.83M	0.0%	-13.7%	0.005%
2/13/2023	Advisors Asset Management Inc.	71,836	$9.64M	0.2%	-10.2%	0.061%
2/13/2023	Clear Street Markets LLC	2,364	$0.32M	0.0%	N/A	0.002%
2/13/2023	First Republic Investment Management Inc.	13,570	$1.82M	0.0%	-43.5%	0.012%
2/13/2023	Charles Schwab Investment Management Inc.	609,419	$81.74M	0.0%	+2.4%	0.518%
2/13/2023	Deutsche Bank AG	261,662	$35.10M	0.0%	+7.3%	0.222%
2/13/2023	Brown Advisory Inc.	26,791	$3.59M	0.0%	-7.2%	0.023%
2/13/2023	Roundview Capital LLC	10,305	$1.38M	0.2%	+5.7%	0.009%
2/13/2023	Baird Financial Group Inc.	740,589	$99.34M	0.3%	+8.1%	0.629%
2/13/2023	BOKF NA	3,251	$0.44M	0.0%	+7.8%	0.003%

2/13/2023	CIBC Asset Management Inc	16,982	$2.28M	0.0%	+8.2%	0.014%
2/13/2023	Schechter Investment Advisors LLC	13,547	$1.82M	0.2%	+13.2%	0.012%
2/13/2023	Bessemer Group Inc.	5,169	$0.69M	0.0%	-3.0%	0.004%
2/13/2023	Panagora Asset Management Inc.	26,901	$3.61M	0.0%	-6.0%	0.023%
2/13/2023	Natixis	12,941	$1.74M	0.0%	+79.3%	0.011%
2/13/2023	Seeyond	6,855	$0.92M	0.1%	+4.3%	0.006%
2/13/2023	Ossiam	5,250	$0.70M	0.0%	-23.4%	0.004%
2/13/2023	Wealth Alliance	1,873	$0.25M	0.0%	-41.5%	0.002%
2/13/2023	Advisors Capital Management LLC	1,658	$0.22M	0.0%	-11.4%	0.001%
2/13/2023	Veritas Investment Partners UK Ltd.	835,640	$112.09M	3.5%	+5.9%	0.710%

(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, 850 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($2.03B), BlackRock Inc. ($1.42B), Morgan Stanley ($944.77M), Janus Henderson Group PLC ($940.73M), State Street Corp ($675.11M), Arete Wealth Advisors LLC ($610.50M), and APG Asset Management N.V. ($562.80M).Learn more on BR's institutional investors.
What percentage of Broadridge Financial Solutions stock is owned by institutional investors?: 86.45% 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 742 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: Morgan Stanley ($2.82M), Caisse DE Depot ET Placement DU Quebec ($1.81M), APG Asset Management N.V. ($1.50M), Macquarie Group Ltd. ($1.26M), Norges Bank ($1.12M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.07M), and T. Rowe Price Investment Management Inc. ($1.03M).

How much institutional buying is happening at Broadridge Financial Solutions?: Institutional investors have bought a total of 28,135,466 shares in the last 24 months. This purchase volume represents approximately $4.35B in transactions.
Which Broadridge Financial Solutions major shareholders have been selling company stock?: Of the 535 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: Caisse DE Depot ET Placement DU Quebec ($1.66M), Price T Rowe Associates Inc. MD ($0.94M), Baillie Gifford & Co. ($0.80M), Royal Bank of Canada ($0.55M), Invesco Ltd. ($0.52M), Schroder Investment Management Group ($0.52M), and Swiss National Bank ($0.49M).
How much institutional selling is happening at Broadridge Financial Solutions?: Institutional investors have sold a total of 18,892,203 shares in the last 24 months. This volume of shares sold represents approximately $2.91B in transactions.

This page (NYSE:BR) was last updated on 3/31/2023 by MarketBeat.com Staff

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Broadridge Financial Solutions - BR Institutional Ownership

BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

BR Institutional Ownership - Frequently Asked Questions

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Broadridge Financial Solutions - BR Institutional Ownership

Institutional Ownership Changes (13F Filings) for Broadridge Financial Solutions (NYSE:BR)

BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

BR Institutional Ownership - Frequently Asked Questions