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AAPL   177.99 (+1.69%)
MSFT   424.83 (-0.72%)
META   516.07 (-1.36%)
GOOGL   159.82 (+0.26%)
AMZN   187.89 (-0.61%)
TSLA   172.19 (-1.38%)
NVDA   893.82 (-1.36%)
AMD   162.64 (-4.61%)
NIO   4.17 (-6.50%)
BABA   72.68 (-2.90%)
T   16.44 (+0.12%)
F   12.80 (-1.84%)
MU   125.00 (-1.97%)
GE   156.17 (-0.78%)
CGC   8.17 (+0.25%)
DIS   115.69 (-1.25%)
AMC   2.75 (-1.79%)
PFE   26.25 (-0.34%)
PYPL   65.51 (-0.44%)
XOM   123.08 (+1.06%)
S&P 500   5,161.48 (-0.72%)
DOW   38,218.57 (-0.63%)
QQQ   441.71 (-0.82%)
AAPL   177.99 (+1.69%)
MSFT   424.83 (-0.72%)
META   516.07 (-1.36%)
GOOGL   159.82 (+0.26%)
AMZN   187.89 (-0.61%)
TSLA   172.19 (-1.38%)
NVDA   893.82 (-1.36%)
AMD   162.64 (-4.61%)
NIO   4.17 (-6.50%)
BABA   72.68 (-2.90%)
T   16.44 (+0.12%)
F   12.80 (-1.84%)
MU   125.00 (-1.97%)
GE   156.17 (-0.78%)
CGC   8.17 (+0.25%)
DIS   115.69 (-1.25%)
AMC   2.75 (-1.79%)
PFE   26.25 (-0.34%)
PYPL   65.51 (-0.44%)
XOM   123.08 (+1.06%)
S&P 500   5,161.48 (-0.72%)
DOW   38,218.57 (-0.63%)
QQQ   441.71 (-0.82%)
AAPL   177.99 (+1.69%)
MSFT   424.83 (-0.72%)
META   516.07 (-1.36%)
GOOGL   159.82 (+0.26%)
AMZN   187.89 (-0.61%)
TSLA   172.19 (-1.38%)
NVDA   893.82 (-1.36%)
AMD   162.64 (-4.61%)
NIO   4.17 (-6.50%)
BABA   72.68 (-2.90%)
T   16.44 (+0.12%)
F   12.80 (-1.84%)
MU   125.00 (-1.97%)
GE   156.17 (-0.78%)
CGC   8.17 (+0.25%)
DIS   115.69 (-1.25%)
AMC   2.75 (-1.79%)
PFE   26.25 (-0.34%)
PYPL   65.51 (-0.44%)
XOM   123.08 (+1.06%)

Broadridge Financial Solutions (BR) Institutional Ownership

$199.72
-1.03 (-0.51%)
(As of 09:50 AM ET)

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

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
579
Total
Institutional Inflows
(last 12 months)
$2.37B
Number of
Institutional Sellers
(last 12 months)
428
Total
Institutional Outflows
(last 12 months)
$1.65B
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Skip Chart & View Institutional Buying and Selling Data

BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2024Ballentine Partners LLC1,572$322K0.0%+5.2%0.001%
4/11/2024Radnor Capital Management LLC1,652$338K0.1%-27.9%0.001%
4/11/2024Unique Wealth LLC1,461$299K0.1%+16.3%0.001%
4/11/2024Douglas Lane & Associates LLC99,432$20.37M0.3%-8.8%0.084%
4/11/2024&PARTNERS2,043$425K0.1%N/A0.002%
4/11/2024Running Oak Capital LLC56,188$11.51M1.8%+8.9%0.048%
4/11/2024Congress Asset Management Co. MA85,663$17.55M0.1%-2.5%0.073%
4/11/2024Meyer Handelman Co.7,610$1.56M0.1%-11.5%0.006%
4/11/2024First Affirmative Financial Network1,728$354K0.3%+4.3%0.001%
4/10/2024 Inscription Capital LLC1,100$228K0.1%N/A0.001%
4/10/2024 American National Bank1,676$343K0.0%N/A0.001%
4/10/2024 Lantz Financial LLC10,165$2.08M0.7%-7.0%0.009%
4/10/2024 Wedmont Private Capital1,353$280K0.0%+5.3%0.001%
4/10/2024 Banque Cantonale Vaudoise4,449$911K0.0%N/A0.004%
4/10/2024 Czech National Bank20,719$4.24M0.1%+0.5%0.018%
4/10/2024 Signal Advisors Wealth LLC4,500$922K0.2%+102.1%0.004%
4/9/2024 Massmutual Trust Co. FSB ADV430$88K0.0%-39.5%0.000%
4/9/2024 Mather Group LLC.2,172$447K0.0%-21.6%0.002%
4/8/2024 Bath Savings Trust Co113,584$23.27M2.5%-0.2%0.096%
4/5/2024 First Hawaiian Bank19,348$3.96M0.1%-5.5%0.016%
4/5/2024 GAMMA Investing LLC859$176K0.0%+16.2%0.001%
4/5/2024 NBC Securities Inc.5,946$1.22M0.1%+19.0%0.005%
4/1/2024 Confluence Investment Management LLC703,082$144.03M1.9%N/A0.597%
4/1/2024 Appleton Partners Inc. MA13,330$2.73M0.2%-3.4%0.011%
3/27/2024Nomura Holdings Inc.2,380$490K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC4,463$903K0.1%N/A0.004%
3/22/2024PNC Financial Services Group Inc.51,938$10.69M0.0%-19.0%0.044%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund21,542$4.43M0.0%N/A0.018%
3/15/2024B. Riley Wealth Advisors Inc.3,308$683K0.0%-30.8%0.003%
3/11/2024Vanguard Group Inc.13,951,669$2.87B0.1%+0.8%11.847%
3/5/2024Wellington Management Group LLP2,284$470K0.0%+16.1%0.002%
3/4/2024Congress Asset Management Co. MA87,849$18.08M0.1%-4.0%0.075%
3/1/2024Royal London Asset Management Ltd.51,544$10.61M0.0%-0.6%0.044%
3/1/2024Goldman Sachs Group Inc.472,031$97.12M0.0%+22.5%0.401%
2/28/2024EP Wealth Advisors LLC9,046$1.86M0.0%+44.0%0.008%
2/26/2024Teachers Retirement System of The State of Kentucky10,124$2.08M0.0%-4.3%0.009%
2/21/2024V Square Quantitative Management LLC2,319$477K0.1%+29.0%0.002%
2/21/2024Novak & Powell Financial Services Inc.1,142$235K0.2%N/A0.001%
2/20/2024Covenant Partners LLC1,027$211K0.1%N/A0.001%
2/16/2024Oarsman Capital Inc.1,031$212K0.1%N/A0.001%
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2/16/2024Harbour Investments Inc.364$75K0.0%+55.6%0.000%
2/16/2024Public Employees Retirement System of Ohio64,770$13.33M0.1%-5.9%0.055%
2/15/2024Mercer Global Advisors Inc. ADV11,138$2.29M0.0%-1.3%0.009%
2/15/2024Morse Asset Management Inc1,295$266K0.1%N/A0.001%
2/15/2024E. Ohman J or Asset Management AB4,500$926K0.0%-19.6%0.004%
2/15/2024Kensington Investment Counsel LLC10,190$2.10M1.1%+20.7%0.009%
2/15/2024Legal & General Group Plc971,985$199.99M0.1%+20.0%0.825%
2/15/2024Barclays PLC1,594,001$327.97M0.1%+0.9%1.353%
2/15/2024Andra AP fonden75,500$15.53M0.8%+33.6%0.064%
2/15/2024Fayez Sarofim & Co855,504$170.23M0.5%-2.9%0.726%
2/15/2024Vanguard Group Inc.13,951,669$2.87B0.1%+0.8%11.847%
2/15/2024Voloridge Investment Management LLC8,514$1.75M0.0%+29.8%0.007%
2/15/2024Voya Investment Management LLC70,528$14.51M0.0%-2.2%0.060%
2/15/2024Vident Advisory LLC1,544$318K0.0%+11.1%0.001%
2/15/2024Websterrogers Financial Advisors LLC2,223$457K0.2%-30.7%0.002%
2/15/2024Nuveen Asset Management LLC386,761$79.58M0.0%-1.3%0.328%
2/15/2024Prelude Capital Management LLC2,609$537K0.0%-2.6%0.002%
2/15/2024Price T Rowe Associates Inc. MD4,140,017$851.81M0.1%+8.2%3.515%
2/15/2024Profund Advisors LLC1,548$319K0.0%+13.8%0.001%
2/15/2024Public Sector Pension Investment Board2,680$551K0.0%-78.8%0.002%
2/15/2024Freedom Investment Management Inc.2,149$442K0.0%+19.6%0.002%
2/15/2024Guardian Wealth Advisors LLC NC10,513$2.16M0.3%+1.9%0.009%
2/15/2024Gotham Asset Management LLC3,430$706K0.0%-83.9%0.003%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund21,542$4.43M0.0%N/A0.018%
2/15/2024Boyar Asset Management Inc.7,230$1.49M1.1%-1.1%0.006%
2/15/2024Brown Capital Management LLC25,396$5.23M0.1%-5.5%0.022%
2/15/2024Baird Financial Group Inc.655,826$134.94M0.3%-14.4%0.557%
2/15/2024Brevan Howard Capital Management LP2,169$446K0.0%N/A0.002%
2/15/2024Comerica Bank43,615$8.97M0.0%-3.8%0.037%
2/14/2024Royal Bank of Canada221,863$45.65M0.0%+17.4%0.188%
2/14/2024Continuum Advisory LLC1,781$366K0.1%-12.5%0.002%
2/14/2024Pathstone Holdings LLC18,220$3.77M0.0%N/A0.015%
2/14/2024Kestra Advisory Services LLC7,650$1.57M0.0%+12.6%0.006%
2/14/2024Power Corp of Canada30,139$6.20M0.6%N/A0.026%
2/14/2024Creative Planning21,772$4.48M0.0%+12.0%0.018%
2/14/2024Southernsun Asset Management LLC52,945$10.89M1.3%-3.9%0.045%
2/14/2024Ethic Inc.20,396$4.20M0.1%+14.5%0.017%
2/14/2024Dean Capital Management6,667$1.37M0.8%-1.0%0.006%
2/14/2024Nomura Holdings Inc.2,380$490K0.0%N/A0.002%
2/14/2024Cresset Asset Management LLC7,030$1.45M0.0%-12.9%0.006%
2/14/2024Unigestion Holding SA4,335$892K0.0%+66.9%0.004%
2/14/2024State of Tennessee Treasury Department72,211$14.86M0.1%+35.6%0.061%
2/14/2024Elo Mutual Pension Insurance Co10,313$2.12M0.1%N/A0.009%
2/14/2024Logan Capital Management Inc.27,001$5.56M0.3%-26.0%0.023%
2/14/2024Sei Investments Co.18,858$3.88M0.0%+6.0%0.016%
2/14/2024Shell Asset Management Co.26,461$5.44M0.3%-21.5%0.022%
2/14/2024Ghisallo Capital Management LLC24,500$5.04M0.5%N/A0.021%
2/14/2024Evercore Wealth Management LLC1,491$307K0.0%-7.7%0.001%
2/14/2024Ossiam4,912$1.01M0.0%-47.3%0.004%
2/14/2024Seven Eight Capital LP2,719$559K0.1%-41.6%0.002%
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2/14/2024Security National Bank20,173$4.15M0.9%-2.8%0.017%
2/14/2024Sompo Asset Management Co. Ltd.3,390$697K0.1%-45.1%0.003%
2/14/2024Veritas Investment Partners UK Ltd.1,020,533$210.03M4.5%+16.9%0.867%
2/14/2024Waterloo Capital L.P.7,276$1.50M0.2%+1.0%0.006%
2/14/2024Schroder Investment Management Group61,515$12.66M0.0%+264.1%0.052%
2/14/2024Prudential PLC19,292$3.97M0.0%+218.2%0.016%
2/14/2024AdvisorShares Investments LLC16,930$3.48M0.8%-12.6%0.014%
2/14/2024CenterBook Partners LP7,750$1.60M0.2%-12.8%0.007%
2/13/2024Vinva Investment Management Ltd3,910$805K0.1%N/A0.003%
2/13/2024Morningstar Investment Services LLC189,737$39.05M0.2%+95.7%0.161%
(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, 909 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 ($851.81M), State Street Corp ($775.19M), and Capital International Investors ($628.37M).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 802 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 ($2.05M), Stifel Financial Corp ($1.47M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.16M), T. Rowe Price Investment Management Inc. ($1.03M), Capital International Investors ($943.72K), Confluence Investment Management LLC ($721.13K), and TD Asset Management Inc. ($647.36K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 25,707,701 shares in the last 24 months. This purchase volume represents approximately $4.12B in transactions.

Which Broadridge Financial Solutions major shareholders have been selling company stock?

Of the 573 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. ($1.34M), Caisse DE Depot ET Placement DU Quebec ($1.19M), BlackRock Inc. ($1.01M), Morgan Stanley ($948.49K), Price T Rowe Associates Inc. MD ($935.38K), Capital International Investors ($845.50K), and Parnassus Investments LLC ($664.77K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 19,306,820 shares in the last 24 months. This volume of shares sold represents approximately $3.07B in transactions.


This page (NYSE:BR) was last updated on 4/12/2024 by MarketBeat.com Staff

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