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Broadridge Financial Solutions (BR) Institutional Ownership

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$235.30 -1.00 (-0.42%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$235.35 +0.04 (+0.02%)
As of 02/21/2025 05:27 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
614
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
400
Total
Institutional Outflows
(last 12 months)
$1.53B
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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
2/21/2025Aberdeen Wealth Management LLC1,939$438K0.3%-6.3%0.002%
2/21/2025 Kayne Anderson Rudnick Investment Management LLC869,800$196.65M0.5%+6.5%0.743%
2/20/2025 Mackenzie Financial Corp225,962$51.09M0.1%-30.1%0.193%
2/19/2025 Toronto Dominion Bank62,571$14.15M0.0%+3.6%0.053%
2/19/2025 Public Employees Retirement System of Ohio56,949$12.88M0.0%-1.4%0.049%
2/18/2025 Western Wealth Management LLC5,289$1.20M0.4%-10.5%0.005%
2/18/2025 Vise Technologies Inc.2,050$463K0.0%N/A0.002%
2/18/2025 Focus Partners Advisor Solutions LLC1,140$258K0.0%-4.4%0.001%
2/18/2025 First Heartland Consultants Inc.1,889$427K0.0%-8.1%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,043,126$235.84M0.1%+15.3%0.891%
2/17/2025 USS Investment Management Ltd19,492$4.41M0.0%-17.8%0.017%
2/17/2025 Voloridge Investment Management LLC25,209$5.70M0.0%-85.1%0.022%
2/17/2025 Worldquant Millennium Advisors LLC141,846$32.07M0.2%+0.2%0.121%
2/17/2025 Woodline Partners LP9,251$2.09M0.0%N/A0.008%
2/17/2025 Vident Advisory LLC3,199$723K0.0%+9.9%0.003%
2/17/2025 Vivaldi Capital Management LP1,796$430K0.1%+4.8%0.002%
2/17/2025 WBI Investments LLC6,862$1.55M0.4%-18.9%0.006%
2/17/2025 Squarepoint Ops LLC11,070$2.50M0.0%+252.2%0.009%
2/17/2025 Two Sigma Investments LP1,242$281K0.0%-99.0%0.001%
2/17/2025 Two Sigma Advisers LP1,600$362K0.0%-92.2%0.001%
2/17/2025 Texas Bank & Trust Co1,100$249K0.1%N/A0.001%
2/17/2025 Tidal Investments LLC13,852$3.13M0.0%-9.5%0.012%
2/17/2025 Toronto Dominion Bank62,571$14.15M0.0%+3.6%0.053%
2/17/2025 Second Line Capital LLC13,227$3.00M0.8%+4.4%0.011%
2/17/2025 Snowden Capital Advisors LLC2,324$527K0.0%+5.1%0.002%
2/17/2025 Siemens Fonds Invest GmbH1,447$327K0.0%-84.5%0.001%
2/17/2025 Shell Asset Management Co.16,559$3.74M0.2%-11.6%0.014%
2/17/2025 Silvercrest Asset Management Group LLC8,381$1.90M0.0%-2.3%0.007%
2/17/2025 Royal Bank of Canada333,649$75.44M0.0%+38.3%0.285%
2/17/2025 Rafferty Asset Management LLC10,913$2.47M0.0%+11.5%0.009%
2/17/2025 Prana Capital Management LP20,444$4.62M0.2%N/A0.017%
2/17/2025 ProShare Advisors LLC51,115$11.56M0.0%-7.0%0.044%
2/17/2025 Quantinno Capital Management LP15,816$3.58M0.0%+34.7%0.014%
2/17/2025 Mufg Securities Americas Inc.1,726$390K0.0%N/A0.001%
2/17/2025 Man Group plc100,202$22.66M0.1%-3.8%0.086%
2/17/2025 Nissay Asset Management Corp Japan ADV14,105$3.19M0.0%-1.2%0.012%
2/17/2025 Nomura Holdings Inc.3,849$870K0.0%-92.4%0.003%
2/17/2025 NorthRock Partners LLC2,124$480K0.0%N/A0.002%
2/17/2025 Nuveen Asset Management LLC388,189$87.77M0.0%-21.5%0.332%
2/17/2025 OMERS ADMINISTRATION Corp4,924$1.11M0.0%+20.6%0.004%
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2/17/2025 Occudo Quantitative Strategies LP9,283$2.10M0.4%N/A0.008%
2/17/2025 Minot DeBlois Advisors LLC150$34K0.0%N/A0.000%
2/17/2025 Millennium Management LLC383,762$86.77M0.0%+52.1%0.328%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.25,669$5.80M0.0%+8.2%0.022%
2/17/2025 Logan Capital Management Inc.12,698$2.87M0.1%-2.0%0.011%
2/17/2025 London Co. of Virginia249,392$56.39M0.3%-1.1%0.213%
2/17/2025 Laird Norton Wetherby Wealth Management LLC2,164$489K0.0%-2.7%0.002%
2/17/2025 Laurion Capital Management LP8,500$1.92M0.0%-52.2%0.007%
2/17/2025 Investment Management Corp of Ontario16,458$3.72M0.1%+11.8%0.014%
2/17/2025 Janus Henderson Group PLC3,180,849$719.16M0.4%-1.7%2.718%
2/17/2025Jefferies Financial Group Inc.3,198$723K0.0%-4.9%0.003%
2/17/2025 Junto Capital Management LP164,344$37.16M0.7%-21.8%0.140%
2/17/2025 Guardian Wealth Advisors LLC NC12,810$2.90M0.2%+16.5%0.011%
2/17/2025 Gen Wealth Partners Inc160$36K0.0%N/A0.000%
2/17/2025 Gotham Asset Management LLC41,790$9.45M0.1%-12.8%0.036%
2/17/2025 Focus Partners Wealth156,772$35.52M0.1%+113.4%0.134%
2/17/2025 Ellevest Inc.2,454$555K0.0%+5.4%0.002%
2/17/2025 Ensign Peak Advisors Inc47,130$10.66M0.0%-25.4%0.040%
2/17/2025 Ethic Inc.24,328$5.50M0.1%+6.5%0.021%
2/17/2025 Fullcircle Wealth LLC897$218K0.1%N/A0.001%
2/17/2025 D. E. Shaw & Co. Inc.15,512$3.51M0.0%-23.7%0.013%
2/17/2025 Deutsche Bank AG466,288$105.42M0.0%+8.0%0.398%
2/17/2025 Dean Capital Management6,790$1.54M0.7%+1.8%0.006%
2/17/2025 EP Wealth Advisors LLC5,964$1.35M0.0%-4.2%0.005%
2/17/2025 Cresset Asset Management LLC2,771$629K0.0%-66.8%0.002%
2/17/2025 Cetera Investment Advisers28,285$6.40M0.0%+19.4%0.024%
2/17/2025 Brevan Howard Capital Management LP1,235$279K0.0%-79.5%0.001%
2/17/2025 Captrust Financial Advisors23,934$5.41M0.0%-31.6%0.020%
2/17/2025 Cary Street Partners Financial LLC937$212K0.0%N/A0.001%
2/17/2025 Balyasny Asset Management L.P.233,685$52.83M0.1%+6,362.5%0.200%
2/17/2025 Baird Financial Group Inc.524,744$118.64M0.2%-6.9%0.448%
2/17/2025 Baker Avenue Asset Management LP3,347$757K0.0%+90.1%0.003%
2/17/2025 Bank of America Corp DE596,533$134.87M0.0%-14.0%0.510%
2/17/2025 Benjamin Edwards Inc.149,536$33.82M0.5%+1.7%0.128%
2/17/2025 BNP Paribas Financial Markets245,884$55.59M0.0%+23.6%0.210%
2/17/2025 Ameriprise Financial Inc.152,813$34.56M0.0%+2.1%0.131%
2/17/2025 Aptus Capital Advisors LLC96,086$21.76M0.2%+15.5%0.082%
2/17/2025 AXA S.A.69,554$15.73M0.0%+26.8%0.059%
2/14/2025 Mercer Global Advisors Inc. ADV13,296$3.01M0.0%+14.0%0.011%
2/14/2025 Rehmann Capital Advisory Group1,452$328K0.0%+8.1%0.001%
2/14/2025 Voleon Capital Management LP2,536$573K0.0%N/A0.002%
2/14/2025 PDT Partners LLC6,040$1.37M0.1%-60.2%0.005%
2/14/2025 Schonfeld Strategic Advisors LLC5,905$1.34M0.0%N/A0.005%
2/14/2025 AQR Capital Management LLC293,443$66.35M0.1%+17.6%0.251%
2/14/2025 AdvisorShares Investments LLC33,620$7.60M1.5%+15.0%0.029%
2/14/2025 Northern Trust Corp1,604,783$362.83M0.1%+24.4%1.371%
2/14/2025 The Manufacturers Life Insurance Company 70,002$15.83M0.0%-1.1%0.060%
2/14/2025 Beacon Pointe Advisors LLC2,288$517K0.0%+55.5%0.002%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.263$59K0.0%N/A0.000%
2/14/2025 Second Half Financial Partners LLC2,052$464K0.2%N/A0.002%
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2/14/2025 Public Employees Retirement Association of Colorado132,140$29.88M0.1%-0.3%0.113%
2/14/2025 Quarry LP670$151K0.0%-16.5%0.001%
2/14/2025 Earnest Partners LLC373,688$84.49M0.4%-2.4%0.319%
2/14/2025 Aquatic Capital Management LLC10,586$2.39M0.1%N/A0.009%
2/14/2025 Boothbay Fund Management LLC1,938$438K0.0%-2.2%0.002%
2/14/2025 Susquehanna Fundamental Investments LLC46,633$10.54M0.2%N/A0.040%
2/14/2025 Virtus ETF Advisers LLC5,389$1.22M0.5%N/A0.005%
2/14/2025 Coldstream Capital Management Inc.12,571$2.84M0.1%+8.3%0.011%
2/14/2025 UP Strategic Wealth Investment Advisors LLC975$220K0.2%-6.0%0.001%
2/14/2025 Nebula Research & Development LLC2,448$553K0.1%N/A0.002%
(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, 1,015 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. ($3.23B), BlackRock Inc. ($1.59B), State Street Corp ($1.12B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($804.95M), and Janus Henderson Group PLC ($719.16M).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 862 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 ($1.48M), Price T Rowe Associates Inc. MD ($1.21M), Capital International Investors ($951.69K), Norges Bank ($801.42K), Confluence Investment Management LLC ($703.31K), Envestnet Asset Management Inc. ($535.25K), and Gateway Advisory LLC ($469.17K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 20,075,285 shares in the last 24 months. This purchase volume represents approximately $3.96B 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: Capital International Investors ($1.67M), APG Asset Management N.V. ($1.11M), Morgan Stanley ($948.49K), BlackRock Inc. ($795.17K), Baillie Gifford & Co. ($605.82K), Parnassus Investments LLC ($455.64K), and Millennium Management LLC ($385.43K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 15,017,154 shares in the last 24 months. This volume of shares sold represents approximately $2.96B in transactions.



This page (NYSE:BR) was last updated on 2/22/2025 by MarketBeat.com Staff
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