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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$167.69 -0.75 (-0.44%)
As of 11:01 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
660
Total
Institutional Inflows
(last 12 months)
$6.60B
Number of
Institutional Sellers
(last 12 months)
468
Total
Institutional Outflows
(last 12 months)
$2.40B
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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
10/14/2026First Citizens Bank & Trust Co.35,053$5.65M0.1%+657.6%0.031%
10/14/2026Womack Financial LLC1,600$258K0.2%N/A0.001%
10/14/2026Copeland Capital Management LLC8,219$1.32M0.0%+41.5%0.007%
10/14/2026Krilogy Financial LLC15,456$2.49M0.1%+807.0%0.014%
10/13/2026Financial Planning Hawaii Inc.3,126$504K0.3%+28.9%0.003%
10/13/2026Sax Wealth Advisors LLC9,355$1.51M0.0%+547.4%0.008%
10/13/2026Fragasso Financial Advisors Inc1,836$304K0.0%+14.2%0.002%
10/13/2026NorthCrest Asset Manangement LLC15,360$2.47M0.1%N/A0.014%
10/10/2026Tilia Fiduciary Partners Inc.15,089$2.43M1.2%+8.7%0.013%
10/10/2026Valley Wealth Managers Inc.172$28K0.0%+230.8%0.000%
10/10/2026Atlas Brown Inc.1,361$219K0.1%N/A0.001%
10/9/2026Bullock Wealth Management Group5,133$827K0.3%+17.0%0.005%
10/9/2026Wedmont Private Capital7,461$1.20M0.0%+165.0%0.007%
10/9/2026Douglas Lane & Associates LLC55,991$9.02M0.1%-1.9%0.050%
10/9/2026Mn Services Vermogensbeheer B.V.135,681$21.86M0.2%+302.5%0.120%
10/9/2026GAMMA Investing LLC23,400$3.77M0.1%+160.3%0.021%
10/9/2026Bell Asset Management Ltd17,180$2.77M1.0%-30.7%0.015%
10/8/2026Farther Finance Advisors LLC27,943$4.50M0.0%+262.0%0.025%
10/8/2026Westwind Capital3,674$592K0.1%N/A0.003%
10/8/2026CoreCap Advisors LLC2,177$351K0.0%+972.4%0.002%
10/8/2026Zevenbergen Capital Investments LLC1,795$289K0.0%-11.6%0.002%
10/8/2026Fenimore Asset Management Inc236,910$38.17M0.8%-6.9%0.210%
10/8/2026Hamlin Capital Management LLC332,572$53.58M1.3%N/A0.295%
10/8/2026Apella Capital LLC5,048$813K0.0%+235.2%0.004%
10/8/2026Valeo Financial Advisors LLC1,562$252K0.0%N/A0.001%
10/8/2026Toth Financial Advisory Corp938$160K0.0%+21.8%0.001%
10/7/2026Bath Savings Trust Co76,815$12.38M1.3%-13.0%0.068%
10/7/2026Investors Research Corp6,350$1.02M0.2%-1.2%0.006%
10/6/2026Congress Asset Management Co.1,679$270K0.0%-9.5%0.001%
10/6/2026Hall Laurie J Trustee33,760$5.44M1.7%-1.9%0.030%
10/6/2026Paladin Partners LLC3,240$569K0.4%+5.2%0.003%
10/5/2026Eastern Bank2,693$434K0.0%+2.8%0.002%
10/5/2026Rockland Trust Co.2,320$374K0.0%+17.7%0.002%
10/5/2026MassMutual Private Wealth & Trust FSB2,649$427K0.0%+156.9%0.002%
10/2/2026 Versant Capital Management Inc1,967$317K0.0%+274.0%0.002%
10/1/2026 Confluence Investment Management LLC508,021$81.84M1.2%-2.9%0.446%
9/23/2026QRG Capital Management Inc.98,425$13.48M0.1%+816.7%0.086%
9/23/2026Envestnet Portfolio Solutions Inc.14,970$2.05M0.0%+218.2%0.013%
9/22/2026Andra AP fonden170,757$23.39M0.3%+96.5%0.150%
9/21/2026Silicon Valley Capital Partners1,050$144K0.0%N/A0.001%
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9/18/2026Security National Bank of SO Dak193$26K0.0%N/A0.000%
9/15/2026Anchor Investment Management LLC1,228$182K0.0%-18.1%0.001%
9/15/2026Reynders McVeigh Capital Management LLC87,447$11.98M0.5%N/A0.077%
9/9/2026Sequoia Financial Advisors LLC2,862$392K0.0%-35.7%0.003%
9/9/2026Tidal Investments LLC104,615$14.33M0.0%+98.7%0.092%
9/9/2026MCF Advisors LLC2,579$355K0.0%-21.3%0.002%
9/9/2026National Pension Service70,060$9.60M0.0%-68.3%0.061%
9/9/2026Engineers Gate Manager LP70,184$9.61M0.1%-57.0%0.062%
9/9/2026SVB Wealth LLC19,103$2.62M0.2%-7.5%0.017%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,011$275K0.0%+32.6%0.002%
9/9/2026Integrated Wealth Concepts LLC6,129$839K0.0%-90.9%0.005%
9/9/2026NewEdge Advisors LLC15,192$2.08M0.0%+1.2%0.013%
9/9/2026IFP Advisors Inc2,107$289K0.0%+11.8%0.002%
9/9/2026Squarepoint Ops LLC139,172$19.06M0.0%+97.7%0.122%
9/9/2026Baird Financial Group Inc.302,218$41.39M0.1%-8.6%0.265%
9/8/2026Mraz Amerine & Associates Inc.10,699$1.47M0.2%+1.9%0.009%
9/8/2026Allworth Financial LP2,662$365K0.0%+2.9%0.002%
9/8/2026Arizona State Retirement System33,473$4.58M0.0%+5.5%0.029%
9/8/2026Waverly Advisors LLC2,711$371K0.0%-38.6%0.002%
9/8/2026Empirical Finance LLC4,068$557K0.0%+3.4%0.004%
9/8/2026Nykredit A S56,236$7.70M0.0%N/A0.049%
9/4/2026Parkside Financial Bank & Trust785$108K0.0%+21.5%0.001%
9/2/2026Second Line Capital LLC2,155$310K0.1%-85.4%0.002%
8/27/2026Corient Private Wealth LP451,333$62.22M0.1%+13.7%0.396%
8/26/2026Amundi771,688$105.68M0.0%-27.1%0.677%
8/26/2026Wellington Grp LLC4,665$639K0.2%+123.6%0.004%
8/26/2026HighTower Advisors LLC32,569$4.46M0.0%-7.0%0.029%
8/23/2026Paralel Advisors LLC14,218$1.95M0.1%N/A0.012%
8/23/2026Washington Trust Advisors Inc.797$109K0.0%-38.0%0.001%
8/23/2026Guardian Wealth Advisors LLC NC5,342$734K0.0%-63.9%0.005%
8/23/2026Wedmont Private Capital2,815$415K0.0%+33.4%0.002%
8/23/2026Guardian Wealth Management Inc.1,854$254K0.1%-13.2%0.002%
8/23/2026HB Wealth Management LLC5,714$783K0.0%-3.8%0.005%
8/23/2026Saudi Central Bank8,172$1.12M0.0%+89.6%0.007%
8/22/2026Compass Financial Management LLC290$41K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd3,609$494K0.1%N/A0.003%
8/22/2026Markowski Investments198$27K0.0%N/A0.000%
8/22/2026Raiffeisen Bank International AG3,977$539K0.0%+2.6%0.003%
8/22/2026Syon Capital LLC4,339$594K0.0%+147.1%0.004%
8/22/2026denkapparat Operations GmbH1,864$255K0.1%N/A0.002%
8/22/2026Premier Path Wealth Partners LLC2,077$284K0.0%-26.3%0.002%
8/22/2026Concurrent Investment Advisors LLC9,828$1.35M0.0%-27.4%0.009%
8/22/2026NEOS Investment Management LLC19,059$2.61M0.0%+13.7%0.017%
8/21/2026AXQ Capital LP13,859$1.90M0.2%+21.9%0.012%
8/21/2026iSAM Funds UK Ltd4,700$644K0.5%-4.1%0.004%
8/21/2026Strengthening Families & Communities LLC12,566$1.72M0.4%+1.9%0.011%
8/21/2026Smallwood Wealth Investment Management LLC3,254$446K0.2%-3.2%0.003%
8/21/2026Continuum Advisory LLC344$47K0.0%N/A0.000%
8/21/2026Nykredit A S61,925$8.48M0.0%N/A0.054%
8/21/2026Tranquilli Financial Advisor LLC1,711$234K0.1%+37.2%0.002%
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8/21/2026B. Metzler seel. Sohn & Co. AG53,832$7.37M0.1%-66.5%0.047%
8/21/2026Investors Research Corp6,425$880K0.2%+1.2%0.006%
8/20/2026Rehmann Capital Advisory Group2,894$397K0.0%+3.0%0.003%
8/20/2026Addenda Capital Inc.43,646$6.02M0.2%-35.7%0.038%
8/20/2026Advocacy Wealth Management LLC5,598$767K0.0%-2.3%0.005%
8/20/2026CTC Alternative Strategies Ltd.1,500$205K0.3%N/A0.001%
8/20/2026Ancora Advisors LLC4,054$555K0.0%+358.1%0.004%
8/20/2026Sigma Planning Corp1,636$224K0.0%N/A0.001%
8/20/2026Two Sigma Securities LLC11,170$1.53M0.1%+23.3%0.010%
8/20/2026Benjamin Edwards Inc.149,110$20.42M0.2%-11.8%0.131%


BR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,199 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 1,022 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 38,148,636 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

Of the 468 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 11,128,637 shares in the last 24 months. This volume of shares sold represents approximately $2.40B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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