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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$150.55 +0.06 (+0.04%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$150.30 -0.25 (-0.16%)
As of 05/22/2026 07:07 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)
709
Total
Institutional Inflows
(last 12 months)
$4.42B
Number of
Institutional Sellers
(last 12 months)
530
Total
Institutional Outflows
(last 12 months)
$2.66B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Western Wealth Management LLC5,902$959K0.0%N/A0.005%
5/19/2026 Bank 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%
5/19/2026 Kensington Investment Counsel LLC20,258$3.29M1.6%-3.2%0.018%
5/19/2026 Janus 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%
5/18/2026 EverSource Wealth Advisors LLC2,707$440K0.0%+118.7%0.002%
5/18/2026 California State Teachers Retirement System201,862$32.80M0.0%-1.8%0.175%
5/18/2026 Resources Management Corp CT ADV930$151K0.0%-29.3%0.001%
5/18/2026 Royal Bank of Canada240,319$39.05M0.0%-20.2%0.208%
5/18/2026 Empowered Funds LLC48,430$7.87M0.1%+29.9%0.042%
5/16/2026 The Manufacturers Life Insurance Company 386,435$62.79M0.1%+481.9%0.334%
5/16/2026 Quantinno Capital Management LP82,252$13.36M0.0%-29.4%0.071%
5/16/2026 SummitTX Capital L.P.8,153$1.33M0.0%N/A0.007%
5/16/2026 Lazard Asset Management LLC7,099$1.15M0.0%N/A0.006%
5/15/2026 OMERS ADMINISTRATION Corp5,539$900K0.0%+31.1%0.005%
5/15/2026 Waverly Advisors LLC4,414$717K0.0%+110.1%0.004%
5/15/2026 Wealth Alliance LLC1,746$284K0.0%-5.3%0.002%
5/15/2026 Entropy Technologies LP47,146$7.66M0.4%+270.4%0.041%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund15,051$2.45M0.0%+226.2%0.013%
5/14/2026 Dai ichi Life Insurance Company Ltd6,928$1.13M0.0%+12.8%0.006%
5/14/2026 Morningstar Investment Management LLC4,114$668K0.0%+41.8%0.004%
5/14/2026 Public Employees Retirement System of Ohio37,767$6.14M0.0%-5.2%0.033%
5/14/2026 Compound Planning Inc.2,208$359K0.0%-60.4%0.002%
5/14/2026 Modern Wealth Management LLC13,843$2.22M0.0%-2.1%0.012%
5/14/2026 Arrowstreet Capital Limited Partnership7,368$1.20M0.0%N/A0.006%
5/14/2026 Caxton Associates LLP22,592$3.67M0.1%N/A0.020%
5/14/2026 Inceptionr LLC5,579$906K0.2%N/A0.005%
5/14/2026 Bank of Nova Scotia18,142$2.95M0.0%-10.3%0.016%
5/14/2026 Gibbs Wealth Management2,811$457K0.1%+17.2%0.002%
5/14/2026 Sei Investments Co.82,393$13.39M0.0%+34.2%0.071%
5/14/2026 Lido Advisors LLC9,556$1.56M0.0%-62.0%0.008%
5/14/2026 Walleye Capital LLC27,164$4.41M0.0%N/A0.023%
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5/14/2026 State of Wyoming706$115K0.0%+14.8%0.001%
5/13/2026 Cetera Investment Advisers37,127$6.03M0.0%-1.7%0.032%
5/13/2026 NewEdge Wealth LLC2,573$418K0.0%-47.5%0.002%
5/13/2026 Southernsun Asset Management LLC45,254$7.35M1.1%+1.0%0.039%
5/13/2026 First Citizens Bank & Trust Co.4,763$774K0.0%-17.1%0.004%
5/13/2026 First Trust Advisors LP227,485$36.96M0.0%+3.0%0.197%
5/12/2026 Westpac Banking Corp31,062$5.05M0.4%+173.1%0.027%
5/12/2026 Danica Pension Livsforsikringsaktieselskab40,535$6.59M0.1%N/A0.035%
5/12/2026 ABN Amro Investment Solutions6,789$1.10M0.0%+9.6%0.006%
5/8/2026 PNC Financial Services Group Inc.55,697$9.05M0.0%+13.4%0.048%
5/8/2026 Oslo Pensjonsforsikring AS2,089$339K0.1%N/A0.002%
5/8/2026 Burling Wealth Partners LLC1,778$289K0.0%-60.2%0.002%
5/8/2026 Andra AP fonden86,900$14.12M0.2%+35.1%0.075%
5/8/2026 Cassaday & Co Wealth Management LLC480$78K0.0%N/A0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI7,255$1.18M0.0%+52.0%0.006%
5/7/2026 Meeder Advisory Services Inc.3,321$540K0.0%+17.7%0.003%
5/7/2026 Dimensional Fund Advisors LP1,015,271$164.97M0.0%+6.4%0.878%
5/7/2026 Parallel Advisors LLC1,386$225K0.0%+27.0%0.001%
5/7/2026 KBC Group NV239,150$38.86M0.1%+1,030.0%0.207%
5/7/2026 Tandem Investment Advisors Inc.185,221$30.10M1.5%+22.2%0.160%
5/7/2026 SEB Asset Management AB35,091$5.70M0.0%N/A0.030%
5/7/2026 Swiss National Bank342,500$55.65M0.0%+7.0%0.296%
5/7/2026 Mediolanum International Funds Ltd44,837$7.33M0.1%+736.7%0.039%
5/6/2026 California Public Employees Retirement System273,611$44.46M0.0%-10.0%0.237%
5/6/2026 Kesler Norman & Wride LLC8,156$1.33M0.2%+15.1%0.007%
5/6/2026 Copeland Capital Management LLC6,921$1.13M0.0%+9.3%0.006%
5/6/2026 Hamilton Point Investment Advisors LLC23,060$3.77M0.6%-0.4%0.020%
5/6/2026 Assetmark Inc.77,620$12.61M0.0%+80.7%0.067%
5/6/2026 Gallacher Capital Management LLC2,759$448K0.2%N/A0.002%
5/6/2026 Clearstead Trust LLC445$72K0.0%-13.8%0.000%
5/6/2026 Bessemer Group Inc.7,046$1.15M0.0%+2.7%0.006%
5/6/2026 Allspring Global Investments Holdings LLC5,887$942K0.0%+2.4%0.005%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super69,979$11.37M0.2%N/A0.061%
5/5/2026 Wealthfront Advisers LLC8,039$1.31M0.0%-44.0%0.007%
5/5/2026 D.A. Davidson & CO.2,084$339K0.0%+43.6%0.002%
5/5/2026 Navigation Group LLC1,400$227K0.1%N/A0.001%
5/5/2026 Twin Capital Management Inc.4,146$674K0.1%N/A0.004%
5/5/2026 Marks Group Wealth Management Inc32,159$5.23M0.5%-3.1%0.028%
5/5/2026 Bank of New York Mellon Corp794,279$129.05M0.0%-0.6%0.680%
5/5/2026 Illinois Municipal Retirement Fund5,381$874K0.0%-32.0%0.005%
5/5/2026 Geneos Wealth Management Inc.646$105K0.0%-86.6%0.001%
5/5/2026 Sanctuary Advisors LLC15,826$2.57M0.0%+9.3%0.014%
5/4/2026 Nicholson Wealth Management Group LLC8,045$1.31M0.8%+6.8%0.007%
5/4/2026 Calamos Wealth Management LLC1,435$233K0.0%N/A0.001%
5/4/2026 Calamos Advisors LLC1,435$233K0.0%N/A0.001%
5/4/2026 Mattern Capital Management LLC62,643$10.18M1.2%+41.4%0.054%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,820$458K0.0%-27.3%0.002%
5/4/2026 Bryn Mawr Trust Advisors LLC29,207$4.75M0.2%+22.4%0.025%
5/4/2026 Bleakley Financial Group LLC17,141$2.79M0.0%+10.0%0.015%
5/4/2026 State of Michigan Retirement System30,460$4.95M0.0%-0.3%0.026%
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5/4/2026 Principal Financial Group Inc.150,280$24.42M0.0%-46.7%0.129%
5/4/2026 Schwartz Investment Counsel Inc.315,490$51.26M1.8%+27.5%0.270%
5/4/2026 Chicago Partners Investment Group LLC2,232$359K0.0%+91.3%0.002%
5/4/2026 J. Safra Sarasin Holding AG2,031$330K0.0%+13.3%0.002%
5/4/2026 Applied Finance Capital Management LLC2,470$401K0.0%+24.9%0.002%
5/2/2026 Diversify Wealth Management LLC1,417$228K0.0%N/A0.001%
5/2/2026 UNIVEST FINANCIAL Corp50,636$8.23M0.5%N/A0.043%
5/1/2026 Citizens Financial Group Inc. RI30,567$5.00M0.1%-74.4%0.026%
5/1/2026 Fifth Third Bancorp64,604$10.50M0.0%+199.7%0.055%
5/1/2026 American Trust9,260$1.51M0.1%-11.7%0.008%


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 ($991.12K).

Institutional investors have bought a total of 19,726,857 shares in the last 24 months. This purchase volume represents approximately $4.42B 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 11,745,760 shares in the last 24 months. This volume of shares sold represents approximately $2.66B in transactions.


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This page (NYSE:BR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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