Broadridge Financial Solutions (BR) Institutional Ownership

$203.49
-0.54 (-0.26%)
(As of 05/17/2024 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)
515
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
5/17/2024 Citizens Financial Group Inc. RI2,232$457K0.0%-4.7%0.002%
5/17/2024 New Covenant Trust Company N.A.165$34K0.0%N/A0.000%
5/17/2024 Plato Investment Management Ltd2,879$590K0.1%N/A0.002%
5/17/2024 iA Global Asset Management Inc.2,435$499K0.0%+53.1%0.002%
5/17/2024 LBP AM SA20,226$4.14M0.2%N/A0.017%
5/17/2024 Comerica Bank45,797$9.38M0.0%+5.0%0.039%
5/17/2024 Tidal Investments LLC17,707$3.63M0.1%+99.6%0.015%
5/17/2024 Motley Fool Asset Management LLC47,841$9.80M0.6%-2.6%0.040%
5/16/2024 California State Teachers Retirement System196,655$40.29M0.1%+1.4%0.166%
5/16/2024 B. Riley Wealth Advisors Inc.4,777$979K0.0%+44.4%0.004%
5/16/2024 Dynasty Wealth Management LLC6,143$1.26M0.0%N/A0.005%
5/16/2024 Janus Henderson Group PLC3,275,391$670.99M0.4%-1.8%2.772%
5/16/2024Benchmark Investment Advisors LLC2,000$410K0.3%N/A0.002%
5/15/2024 Earnest Partners LLC364,195$74.61M0.3%+25.9%0.308%
5/15/2024 SVB Wealth LLC90,110$18.46M0.4%-4.6%0.076%
5/15/2024 Mount Yale Investment Advisors LLC1,364$279K0.0%-4.7%0.001%
5/15/2024 Public Employees Retirement System of Ohio64,353$13.18M0.1%-0.6%0.054%
5/15/2024 Public Employees Retirement Association of Colorado132,829$27.21M0.1%-0.8%0.112%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund3,887$796K0.1%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems8,944$1.83M0.1%-5.0%0.008%
5/15/2024 Price T Rowe Associates Inc. MD4,168,197$853.90M0.1%+0.7%3.527%
5/15/2024 Brown Capital Management LLC25,148$5.15M0.1%-1.0%0.021%
5/15/2024 Magnetar Financial LLC19,254$3.94M0.1%N/A0.016%
5/15/2024 Lazard Asset Management LLC275$56K0.0%+157.0%0.000%
5/15/2024 1832 Asset Management L.P.18,745$3.84M0.0%+274.6%0.016%
5/14/2024 Canada Pension Plan Investment Board105,871$21.69M0.0%+97.2%0.090%
5/14/2024 Toronto Dominion Bank71,093$14.56M0.0%+4.4%0.060%
5/14/2024 Capital International Inc. CA 23,594$4.83M0.1%+0.8%0.020%
5/14/2024 Capital International Investors3,061,983$627.28M0.1%+0.3%2.591%
5/14/2024 Capital Group Private Client Services Inc.44,946$9.21M0.1%+1.3%0.038%
5/14/2024 Sheaff Brock Investment Advisors LLC33,169$6.80M0.4%N/A0.028%
5/14/2024 Advisors Asset Management Inc.62,775$12.86M0.2%+0.6%0.053%
5/14/2024 Axxcess Wealth Management LLC23,128$4.74M0.1%+4.1%0.020%
5/14/2024 EP Wealth Advisors LLC9,373$1.92M0.0%+3.6%0.008%
5/14/2024 CreativeOne Wealth LLC1,549$317K0.0%+22.0%0.001%
5/14/2024 Fayez Sarofim & Co850,316$174.20M0.5%-0.6%0.720%
5/14/2024 Shell Asset Management Co.19,857$4.07M0.2%-25.0%0.017%
5/14/2024 Mattern Capital Management LLC44,546$9.13M1.2%-1.5%0.038%
5/14/2024 Natixis2,203$451K0.0%+9,913.6%0.002%
5/14/2024 CANADA LIFE ASSURANCE Co134,426$27.54M0.1%+14.7%0.114%
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5/14/2024 American International Group Inc.32,274$6.61M0.0%-0.7%0.027%
5/13/2024 Bessemer Group Inc.7,012$1.44M0.0%+1.6%0.006%
5/13/2024 UniSuper Management Pty Ltd6,030$1.24M0.0%+383.6%0.005%
5/13/2024 Texas Capital Bank Wealth Management Services Inc1,581$324K0.0%+3.6%0.001%
5/13/2024 O Shaughnessy Asset Management LLC13,175$2.70M0.0%+43.2%0.011%
5/13/2024 Ameritas Investment Partners Inc.1,532$314K0.0%-5.4%0.001%
5/11/2024 Bahl & Gaynor Inc.1,102,233$225.80M1.3%+1.9%0.936%
5/11/2024 Alley Investment Management Company LLC51,160$10.48M1.4%+0.2%0.043%
5/11/2024 Cynosure Group LLC1,599$328K0.1%-92.1%0.001%
5/11/2024 Jacobi Capital Management LLC3,025$620K0.1%+33.1%0.003%
5/10/2024 Acadian Asset Management LLC57,747$11.83M0.0%-23.6%0.049%
5/10/2024 TIAA Trust National Association5,469$1.12M0.0%+1.0%0.005%
5/10/2024 Vanguard Group Inc.13,991,206$2.87B0.1%+0.3%11.880%
5/10/2024 Intech Investment Management LLC12,211$2.50M0.0%+173.1%0.010%
5/10/2024 Garrison Asset Management LLC17,893$3.67M1.9%-0.8%0.015%
5/10/2024 Nicolet Advisory Services LLC1,019$211K0.0%-10.6%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp69,872$14.31M0.0%-70.3%0.059%
5/9/2024 Orion Portfolio Solutions LLC16,889$3.46M0.0%-1.2%0.014%
5/9/2024 Blair William & Co. IL31,547$6.46M0.0%-0.3%0.027%
5/9/2024 Ledyard National Bank1,008$206K0.0%-15.2%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,496,678$306.61M0.4%+3.0%1.271%
5/9/2024 Souders Financial Advisors1,301$267K0.0%-6.1%0.001%
5/9/2024 State Board of Administration of Florida Retirement System123,093$25.22M0.0%-0.5%0.105%
5/9/2024 Eagle Bay Advisors LLC1,684$346K0.2%-5.8%0.001%
5/9/2024 Dearborn Partners LLC88,014$18.03M0.8%-34.9%0.075%
5/9/2024 Patton Fund Management Inc.26,051$5.34M1.0%N/A0.022%
5/9/2024 Koshinski Asset Management Inc.6,488$1.33M0.1%-18.4%0.006%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.83,923$17.19M0.0%+108.7%0.071%
5/8/2024 Edmond DE Rothschild Holding S.A.882$181K0.0%N/A0.001%
5/8/2024 Motley Fool Asset Management LLC47,579$9.75M0.3%-3.2%0.040%
5/8/2024 Motley Fool Wealth Management LLC115,151$23.59M1.2%-2.2%0.098%
5/8/2024 Bleakley Financial Group LLC12,088$2.48M0.1%-0.6%0.010%
5/8/2024 Heritage Wealth Advisors2,130$436K0.0%-6.2%0.002%
5/8/2024 ProShare Advisors LLC54,387$11.14M0.0%+2.0%0.046%
5/8/2024 US Bancorp DE52,976$10.85M0.0%+0.5%0.045%
5/8/2024 Russell Investments Group Ltd.57,833$11.84M0.0%-20.1%0.049%
5/8/2024 QRG Capital Management Inc.7,009$1.44M0.0%+72.7%0.006%
5/8/2024 Headlands Technologies LLC1,269$260K0.1%N/A0.001%
5/8/2024 Donoghue Forlines LLC10,870$2.23M0.6%+8.4%0.009%
5/7/2024 Meeder Asset Management Inc.5,749$1.18M0.1%N/A0.005%
5/7/2024 Sei Investments Co.19,637$4.02M0.0%+4.1%0.017%
5/7/2024 Concurrent Investment Advisors LLC8,105$1.66M0.1%+4.8%0.007%
5/7/2024 Nixon Peabody Trust Co.1,928$395K0.0%+28.5%0.002%
5/7/2024 Anchor Capital Advisors LLC206,291$42.26M1.1%-36.2%0.175%
5/7/2024Susquehanna Fundamental Investments LLC6,730$1.38M0.1%N/A0.006%
5/7/2024 Tectonic Advisors LLC1,623$332K0.0%+8.9%0.001%
5/7/2024 Swiss National Bank352,300$72.17M0.1%-4.6%0.299%
5/7/2024 Forsta AP Fonden64,700$13.25M0.1%+22.1%0.055%
5/7/2024 Zevenbergen Capital Investments LLC40,000$8.19M0.2%-7.0%0.034%
5/7/2024 Oppenheimer Asset Management Inc.10,463$2.14M0.0%-15.5%0.009%
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5/7/2024 Oppenheimer & Co. Inc.4,790$981K0.0%N/A0.004%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,790$367K0.0%-4.4%0.002%
5/7/2024 SG Americas Securities LLC54,430$11.15M0.1%+664.3%0.046%
5/7/2024 Empowered Funds LLC1,922$394K0.0%+32.4%0.002%
5/6/2024 Quantbot Technologies LP3,129$641K0.0%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.28,144$5.77M0.0%+39.7%0.024%
5/6/2024 Empirical Finance LLC4,130$846K0.1%+3.6%0.004%
5/6/2024 MGB Wealth Management LLC3,455$708K0.3%+10.2%0.003%
5/6/2024 Advisory Services Network LLC16,033$3.29M0.1%-1.4%0.014%
5/6/2024 Oxbow Advisors LLC6,806$1.39M0.2%-3.7%0.006%
(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, 873 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 ($853.90M), State Street Corp ($775.19M), and Janus Henderson Group PLC ($670.99M).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 749 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: Stifel Financial Corp ($1.46M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.16M), Capital International Investors ($951.69K), Confluence Investment Management LLC ($721.13K), TD Asset Management Inc. ($647.36K), Envestnet Asset Management Inc. ($469.90K), and Gateway Advisory LLC ($469.17K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 18,512,091 shares in the last 24 months. This purchase volume represents approximately $3.08B in transactions.

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

Of the 520 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. ($960.66K), Morgan Stanley ($948.49K), Price T Rowe Associates Inc. MD ($935.38K), Capital International Investors ($845.50K), BlackRock Inc. ($795.17K), Caisse DE Depot ET Placement DU Quebec ($701.18K), and Parnassus Investments LLC ($664.77K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 15,224,425 shares in the last 24 months. This volume of shares sold represents approximately $2.49B in transactions.


This page (NYSE:BR) was last updated on 5/18/2024 by MarketBeat.com Staff

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