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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$170.83 -1.41 (-0.82%)
As of 10:21 AM 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)
651
Total
Institutional Inflows
(last 12 months)
$5.63B
Number of
Institutional Sellers
(last 12 months)
475
Total
Institutional Outflows
(last 12 months)
$2.39B
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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
8/14/2026Manning & Napier Advisors LLC1,386$190K0.0%N/A0.001%
8/14/2026Aberdeen Wealth Management LLC1,814$248K0.1%N/A0.002%
8/14/2026Dearborn Partners LLC82,060$13.33M0.7%N/A0.072%
8/13/2026D.B. Root & Company LLC3,386$464K0.1%N/A0.003%
8/13/2026OMERS ADMINISTRATION Corp6,239$854K0.0%N/A0.005%
8/13/2026Osmosis Investment Management UK Ltd2,476$339K0.0%N/A0.002%
8/13/2026Sanctuary Advisors LLC11,030$1.51M0.0%N/A0.010%
8/13/2026Meiji 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%
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%
8/12/2026 Callan Family Office LLC18,765$2.57M0.1%N/A0.016%
8/11/2026 Paralel Advisors LLC14,218$1.95M0.1%N/A0.012%
8/11/2026 Allworth Financial LP2,662$365K0.0%N/A0.002%
8/11/2026 B. Metzler seel. Sohn & Co. AG53,832$7.37M0.1%N/A0.047%
8/11/2026 Mystic Asset Management Inc.1,646$225K0.0%N/A0.001%
8/11/2026 PCM Encore LLC1,490$204K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.6,963$954K0.0%N/A0.006%
8/11/2026 Edmond DE Rothschild Holding S.A.882$121K0.0%N/A0.001%
8/11/2026 Abacus FCF Advisors LLC39,873$5.46M1.0%N/A0.035%
8/10/2026 NewEdge Wealth LLC1,606$220K0.0%N/A0.001%
8/10/2026 Chancellor Financial Group WB LP1,661$227K0.1%N/A0.001%
8/10/2026 Great Lakes Advisors LLC1,557$213K0.0%N/A0.001%
8/10/2026 Danica Pension Livsforsikringsaktieselskab43,256$5.92M0.1%N/A0.038%
8/10/2026 Danske Bank A S66,567$9.12M0.0%N/A0.058%
8/8/2026 Wealthfront Advisers LLC6,385$874K0.0%N/A0.006%
8/8/2026 First National Bank of Omaha44,221$6.06M0.2%N/A0.039%
8/8/2026 Meeder Advisory Services Inc.6,532$895K0.0%N/A0.006%
8/7/2026 Citizens Financial Group Inc. RI29,735$4.10M0.0%N/A0.026%
8/7/2026 UNIVEST FINANCIAL Corp56,031$7.67M0.4%N/A0.049%
8/7/2026 MidFirst Bank615$84K0.0%N/A0.001%
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8/7/2026 Paladin Partners LLC3,080$422K0.3%N/A0.003%
8/7/2026 BlackRock Inc.10,762,454$1.47B0.0%N/A9.439%
8/7/2026 Occidental Asset Management LLC25,562$3.50M0.3%N/A0.022%
8/7/2026 Deutsche Bank AG617,350$84.55M0.0%N/A0.541%
8/7/2026 Commerzbank Aktiengesellschaft FI7,255$994K0.0%N/A0.006%
8/7/2026 Trust Co. of Vermont386$53K0.0%N/A0.000%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.291,186$39.88M0.0%N/A0.255%
8/7/2026 Plato Investment Management Ltd2,879$392K0.0%N/A0.003%
8/7/2026 Bell Investment Advisors Inc213$29K0.0%N/A0.000%
8/7/2026 Simplicity Wealth LLC9,848$1.35M0.0%N/A0.009%
8/7/2026 HBK Sorce Advisory LLC11,966$1.96M0.0%N/A0.010%
8/6/2026 Flputnam Investment Management Co.12,748$1.75M0.0%N/A0.011%
8/6/2026 Global Retirement Partners LLC1,501$206K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp742,884$101.74M0.0%N/A0.642%
8/6/2026 Leeward Financial Partners LLC2,000$274K0.1%N/A0.002%
8/6/2026 Focus Partners Advisor Solutions LLC2,358$323K0.0%N/A0.002%
8/6/2026 Kelleher Financial Advisors825$113K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP5,547$760K0.0%N/A0.005%
8/6/2026 Stoneridge Investment Partners LLC5,909$910K0.6%N/A0.005%
8/6/2026 Clearstead Trust LLC395$54K0.0%N/A0.000%
8/5/2026 Bridgewater Advisors Inc.3,594$553K0.0%N/A0.003%
7/10/2026 Investors Research Corp6,425$880K0.2%+1.2%0.006%
7/10/2026 Tema ETFs LLC2,520$345K0.0%+60.9%0.002%
7/10/2026 Handelsbanken Fonder AB52,586$7.20M0.0%+13.3%0.045%
7/9/2026 Sax Wealth Advisors LLC1,445$198K0.0%N/A0.001%
7/8/2026 Rockland Trust Co.1,971$270K0.0%-15.3%0.002%
7/8/2026 Beacon Investment Advisory Services Inc.659$90K0.0%+703.7%0.001%
7/8/2026 Czech National Bank32,921$4.51M0.0%+3.5%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab25,500$3.49M0.0%+11.8%0.022%
7/8/2026 Assenagon Asset Management S.A.9,122$1.25M0.0%-93.1%0.008%
7/7/2026 Baron Wealth Management LLC1,777$243K0.1%-6.6%0.002%
7/7/2026 BDF Gestion11,171$1.53M0.2%-10.1%0.010%
7/7/2026 GAMMA Investing LLC8,990$1.23M0.0%+37.7%0.008%
7/2/2026 Versant Capital Management Inc526$72K0.0%+307.8%0.000%
7/2/2026 CX Institutional1,854$254K0.0%+61.9%0.002%
7/1/2026 Confluence Investment Management LLC523,341$71.67M1.1%-2.1%0.452%
7/1/2026 Eastern Bank2,619$359K0.0%+61.8%0.002%
6/18/2026Western Wealth Management LLC5,902$959K0.0%N/A0.005%
6/18/2026Pacer Advisors Inc.16,255$2.64M0.0%+8.1%0.014%
6/16/2026Empowered Funds LLC48,430$7.87M0.1%+29.9%0.042%
6/9/2026 Rathbones Group PLC402,622$65.42M0.3%-2.1%0.348%
6/3/2026DV Trading LLC1,500$244K0.0%+1,400.0%0.001%
6/3/2026 Parallel Advisors LLC1,386$225K0.0%+27.0%0.001%
6/3/2026 NewEdge Advisors LLC15,012$2.44M0.0%-43.7%0.013%
5/28/2026 Maripau Wealth Management LLC2,317$376K0.2%+11.8%0.002%
5/27/2026 Allen Capital Group LLC21,263$3.46M0.3%+5.7%0.018%
5/26/2026 Glenmede Trust Co. NA5,808$944K0.0%+20.2%0.005%
5/22/2026Groupama Asset Managment1,948$317K0.0%-69.9%0.002%
5/22/2026Wellington Grp LLC2,086$339K0.1%+36.4%0.002%
5/21/2026 Essential Partners LLC464$75K0.0%+465.9%0.000%
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5/19/2026Western Wealth Management LLC5,902$959K0.0%N/A0.005%
5/19/2026Bank of America Corp DE568,358$92.35M0.0%-19.4%0.491%
5/19/2026 Edgestream Partners L.P.13,716$2.23M0.1%N/A0.012%
5/19/2026Kensington Investment Counsel LLC20,258$3.29M1.6%-3.2%0.018%
5/19/2026Janus Henderson Group PLC2,484,197$403.63M0.2%-5.7%2.148%
5/19/2026 Bull Harbor Capital LLC1,288$209K0.1%N/A0.001%
5/19/2026 Arkadios Wealth Advisors1,815$295K0.0%-30.3%0.002%
5/19/2026 South Dakota Investment Council4,700$764K0.0%N/A0.004%
5/19/2026 Smith Group Asset Management LLC1,850$301K0.0%N/A0.002%
5/18/2026 Amundi1,059,021$172.07M0.0%+67.5%0.916%


BR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,177 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 995 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), Van ECK Associates Corp ($1.46M), Price T Rowe Associates Inc. MD ($1.19M), Ameriprise Financial Inc. ($1.09M), and Vanguard Group Inc. ($1.08M).

Institutional investors have bought a total of 30,741,507 shares in the last 24 months. This purchase volume represents approximately $5.63B 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), Morgan Stanley ($432.35K), and Millennium Management LLC ($321.83K).

Institutional investors have sold a total of 10,714,755 shares in the last 24 months. This volume of shares sold represents approximately $2.39B 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 8/14/2026. New 13F filings are added each quarter as they're published.
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