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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$143.88 -0.08 (-0.05%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$144.90 +1.02 (+0.71%)
As of 07/2/2026 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
711
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
530
Total
Institutional Outflows
(last 12 months)
$2.65B
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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
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%
6/9/2026Rathbones Group PLC402,622$65.42M0.3%-2.1%0.348%
6/3/2026DV Trading LLC1,500$244K0.0%+1,400.0%0.001%
6/3/2026Parallel Advisors LLC1,386$225K0.0%+27.0%0.001%
6/3/2026NewEdge Advisors LLC15,012$2.44M0.0%-43.7%0.013%
5/28/2026Maripau Wealth Management LLC2,317$376K0.2%+11.8%0.002%
5/27/2026Allen Capital Group LLC21,263$3.46M0.3%+5.7%0.018%
5/26/2026Glenmede 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%
5/21/2026Essential Partners LLC464$75K0.0%+465.9%0.000%
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%
5/19/2026Edgestream 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%
5/19/2026Bull Harbor Capital LLC1,288$209K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors1,815$295K0.0%-30.3%0.002%
5/19/2026South Dakota Investment Council4,700$764K0.0%N/A0.004%
5/19/2026Smith Group Asset Management LLC1,850$301K0.0%N/A0.002%
5/18/2026Amundi1,059,021$172.07M0.0%+67.5%0.916%
5/18/2026EverSource Wealth Advisors LLC2,707$440K0.0%+118.7%0.002%
5/18/2026California State Teachers Retirement System201,862$32.80M0.0%-1.8%0.175%
5/18/2026Resources Management Corp CT ADV930$151K0.0%-29.3%0.001%
5/18/2026Royal Bank of Canada240,319$39.05M0.0%-20.2%0.208%
5/18/2026Empowered Funds LLC48,430$7.87M0.1%+29.9%0.042%
5/16/2026The Manufacturers Life Insurance Company 386,435$62.79M0.1%+481.9%0.334%
5/16/2026Quantinno Capital Management LP82,252$13.36M0.0%-29.4%0.071%
5/16/2026SummitTX Capital L.P.8,153$1.33M0.0%N/A0.007%
5/16/2026Lazard Asset Management LLC7,099$1.15M0.0%N/A0.006%
5/15/2026OMERS ADMINISTRATION Corp5,539$900K0.0%+31.1%0.005%
5/15/2026Waverly Advisors LLC4,414$717K0.0%+110.1%0.004%
5/15/2026Wealth Alliance LLC1,746$284K0.0%-5.3%0.002%
5/15/2026Entropy Technologies LP47,146$7.66M0.4%+270.4%0.041%
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5/14/2026Healthcare of Ontario Pension Plan Trust Fund15,051$2.45M0.0%+226.2%0.013%
5/14/2026Dai ichi Life Insurance Company Ltd6,928$1.13M0.0%+12.8%0.006%
5/14/2026Morningstar Investment Management LLC4,114$668K0.0%+41.8%0.004%
5/14/2026Public Employees Retirement System of Ohio37,767$6.14M0.0%-5.2%0.033%
5/14/2026Compound Planning Inc.2,208$359K0.0%-60.4%0.002%
5/14/2026Modern Wealth Management LLC13,843$2.22M0.0%-2.1%0.012%
5/14/2026Arrowstreet Capital Limited Partnership7,368$1.20M0.0%N/A0.006%
5/14/2026Caxton Associates LLP22,592$3.67M0.1%N/A0.020%
5/14/2026Inceptionr LLC5,579$906K0.2%N/A0.005%
5/14/2026Bank of Nova Scotia18,142$2.95M0.0%-10.3%0.016%
5/14/2026Gibbs Wealth Management2,811$457K0.1%+17.2%0.002%
5/14/2026Sei Investments Co.82,393$13.39M0.0%+34.2%0.071%
5/14/2026Lido Advisors LLC9,556$1.56M0.0%-62.0%0.008%
5/14/2026Walleye Capital LLC27,164$4.41M0.0%N/A0.023%
5/14/2026State of Wyoming706$115K0.0%+14.8%0.001%
5/13/2026Cetera Investment Advisers37,127$6.03M0.0%-1.7%0.032%
5/13/2026NewEdge Wealth LLC2,573$418K0.0%-47.5%0.002%
5/13/2026Southernsun Asset Management LLC45,254$7.35M1.1%+1.0%0.039%
5/13/2026First Citizens Bank & Trust Co.4,763$774K0.0%-17.1%0.004%
5/13/2026First Trust Advisors LP227,485$36.96M0.0%+3.0%0.197%
5/12/2026Westpac Banking Corp31,062$5.05M0.4%+173.1%0.027%
5/12/2026Danica Pension Livsforsikringsaktieselskab40,535$6.59M0.1%N/A0.035%
5/12/2026ABN Amro Investment Solutions6,789$1.10M0.0%+9.6%0.006%
5/8/2026PNC Financial Services Group Inc.55,697$9.05M0.0%+13.4%0.048%
5/8/2026Oslo Pensjonsforsikring AS2,089$339K0.1%N/A0.002%
5/8/2026Burling Wealth Partners LLC1,778$289K0.0%-60.2%0.002%
5/8/2026Andra AP fonden86,900$14.12M0.2%+35.1%0.075%
5/8/2026Cassaday & Co Wealth Management LLC480$78K0.0%N/A0.000%
5/8/2026Commerzbank Aktiengesellschaft FI7,255$1.18M0.0%+52.0%0.006%
5/7/2026Meeder Advisory Services Inc.3,321$540K0.0%+17.7%0.003%
5/7/2026Dimensional Fund Advisors LP1,015,271$164.97M0.0%+6.4%0.878%
5/7/2026Parallel Advisors LLC1,386$225K0.0%+27.0%0.001%
5/7/2026KBC Group NV239,150$38.86M0.1%+1,030.0%0.207%
5/7/2026Tandem Investment Advisors Inc.185,221$30.10M1.5%+22.2%0.160%
5/7/2026SEB Asset Management AB35,091$5.70M0.0%N/A0.030%
5/7/2026Swiss National Bank342,500$55.65M0.0%+7.0%0.296%
5/7/2026Mediolanum International Funds Ltd44,837$7.33M0.1%+736.7%0.039%
5/6/2026California Public Employees Retirement System273,611$44.46M0.0%-10.0%0.237%
5/6/2026Kesler Norman & Wride LLC8,156$1.33M0.2%+15.1%0.007%
5/6/2026Copeland Capital Management LLC6,921$1.13M0.0%+9.3%0.006%
5/6/2026Hamilton Point Investment Advisors LLC23,060$3.77M0.6%-0.4%0.020%
5/6/2026Assetmark Inc.77,620$12.61M0.0%+80.7%0.067%
5/6/2026Gallacher Capital Management LLC2,759$448K0.2%N/A0.002%
5/6/2026Clearstead Trust LLC445$72K0.0%-13.8%0.000%
5/6/2026Bessemer Group Inc.7,046$1.15M0.0%+2.7%0.006%
5/6/2026Allspring Global Investments Holdings LLC5,887$942K0.0%+2.4%0.005%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super69,979$11.37M0.2%N/A0.061%
5/5/2026Wealthfront Advisers LLC8,039$1.31M0.0%-44.0%0.007%
5/5/2026D.A. Davidson & CO.2,084$339K0.0%+43.6%0.002%
5/5/2026Navigation Group LLC1,400$227K0.1%N/A0.001%
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5/5/2026Twin Capital Management Inc.4,146$674K0.1%N/A0.004%
5/5/2026Marks Group Wealth Management Inc32,159$5.23M0.5%-3.1%0.028%
5/5/2026Bank of New York Mellon Corp794,279$129.05M0.0%-0.6%0.680%
5/5/2026Illinois Municipal Retirement Fund5,381$874K0.0%-32.0%0.005%
5/5/2026Geneos Wealth Management Inc.646$105K0.0%-86.6%0.001%
5/5/2026Sanctuary Advisors LLC15,826$2.57M0.0%+9.3%0.014%
5/4/2026Nicholson Wealth Management Group LLC8,045$1.31M0.8%+6.8%0.007%
5/4/2026Calamos Wealth Management LLC1,435$233K0.0%N/A0.001%
5/4/2026Calamos Advisors LLC1,435$233K0.0%N/A0.001%
5/4/2026Mattern Capital Management LLC62,643$10.18M1.2%+41.4%0.054%


BR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,180 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($3.36B), State Street Corp ($1.34B), Morgan Stanley ($908.79M), Alliancebernstein L.P. ($879.02M), Geode Capital Management LLC ($746.06M), Price T Rowe Associates Inc. MD ($682.90M), and Barclays PLC ($448.12M).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 1,010 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: Alliancebernstein L.P. ($3.26M), Norges Bank ($2.53M), Van ECK Associates Corp ($1.48M), Price T Rowe Associates Inc. MD ($1.19M), Ameriprise Financial Inc. ($1.09M), Vanguard Group Inc. ($1.08M), and GAMMA Investing LLC ($990.42K).

Institutional investors have bought a total of 19,679,218 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

Of the 530 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 Franklin Resources Inc. ($327.45K).

Institutional investors have sold a total of 11,724,088 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.


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This page (NYSE:BR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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