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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$178.90 +0.84 (+0.47%)
As of 02:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Broadridge Financial Solutions (NYSE:BR)

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
650
Total
Institutional Inflows
(last 12 months)
$10.09B
Number of
Institutional Sellers
(last 12 months)
467
Total
Institutional Outflows
(last 12 months)
$2.37B
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BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/24/2026 California State Teachers Retirement System26,629,243$3.65B0.0%+13,091.8%23.354%
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%
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%
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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%
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%
8/14/2026 Canada Pension Plan Investment Board244,906$33.54M0.0%N/A0.215%
8/14/2026 Legal & General Group Plc724,145$99.17M0.0%N/A0.635%
8/14/2026 The Manufacturers Life Insurance Company1,445,207$197.92M0.2%N/A1.268%
8/14/2026 Kelly Lawrence W & Associates Inc. CA57,355$7.86M1.7%N/A0.050%
8/14/2026 Jones Financial Companies Lllp243$33K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC1,386$190K0.0%N/A0.001%
8/14/2026 Aberdeen Wealth Management LLC1,814$248K0.1%N/A0.002%
8/14/2026 Dearborn Partners LLC82,060$13.33M0.7%N/A0.072%
8/13/2026 D.B. Root & Company LLC3,386$464K0.1%N/A0.003%
8/13/2026 OMERS ADMINISTRATION Corp6,239$854K0.0%N/A0.005%
8/13/2026 Osmosis Investment Management UK Ltd2,476$339K0.0%N/A0.002%
8/13/2026 Sanctuary Advisors LLC11,030$1.51M0.0%N/A0.010%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.2,467$338K0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia378,849$51.88M0.1%N/A0.332%
8/12/2026 Compass Financial Management LLC290$41K0.0%N/A0.000%
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8/12/2026 Elevation Point Wealth Partners LLC2,150$296K0.0%N/A0.002%
8/12/2026 Daiichi Life Insurance Co. Ltd.6,928$949K0.0%N/A0.006%
8/12/2026 Commerce Bank28,242$3.87M0.0%N/A0.025%
8/12/2026 Northwestern Mutual Wealth Management Co.5,437$745K0.0%N/A0.005%
8/12/2026 Quantbot Technologies LP50,343$6.89M0.3%N/A0.044%
8/12/2026 Evolve Private Wealth LLC1,600$221K0.0%N/A0.001%
8/12/2026 Varma Mutual Pension Insurance Co75,400$10.33M0.1%N/A0.066%
8/12/2026 Westpac Banking Corp30,209$4.14M0.3%N/A0.026%
8/12/2026 Korea Investment CORP34,688$4.75M0.0%N/A0.030%
8/12/2026 EP Wealth Advisors LLC152,268$20.85M0.1%N/A0.134%


BR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,190 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were California State Teachers Retirement System ($3.65B), Vanguard Group Inc. ($3.36B), BlackRock Inc. ($1.47B), State Street Corp ($1.34B), Morgan Stanley ($908.79M), Alliancebernstein L.P. ($879.02M), and Geode Capital Management LLC ($746.06M).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 1,007 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: California State Teachers Retirement System ($26.46M), 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), and Van ECK Associates Corp ($1.65M).

Institutional investors have bought a total of 63,625,904 shares in the last 24 months. This purchase volume represents approximately $10.09B in transactions.

Of the 467 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 10,824,184 shares in the last 24 months. This volume of shares sold represents approximately $2.37B in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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