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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$226.01 +1.83 (+0.82%)
(As of 12/20/2024 05:31 PM ET)
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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)
508
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
352
Total
Institutional Outflows
(last 12 months)
$979.69M
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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
12/19/2024 Principal Financial Group Inc.157,645$33.90M0.0%+4.3%0.135%
12/13/2024 B. Riley Wealth Advisors Inc.2,161$466K0.0%-17.4%0.002%
12/6/2024 Logan Capital Management Inc.12,959$2.79M0.1%-50.8%0.011%
12/6/2024 Retirement Systems of Alabama25,517$5.49M0.0%-2.1%0.022%
11/29/2024 American Trust10,386$2.23M0.2%N/A0.009%
11/27/2024 Franklin Resources Inc.929,083$205.80M0.1%-3.2%0.795%
11/25/2024 Castellan Group12,973$2.79M1.2%-1.0%0.011%
11/25/2024 Tidal Investments LLC15,300$3.29M0.0%+43.7%0.013%
11/25/2024 Wilmington Savings Fund Society FSB16,415$3.53M0.1%N/A0.014%
11/25/2024 World Investment Advisors LLC4,229$909K0.0%+10.9%0.004%
11/25/2024 Sanctuary Advisors LLC18,098$4.17M0.0%+26.2%0.015%
11/19/2024 Unigestion Holding SA5,215$1.12M0.1%+20.3%0.004%
11/19/2024 Second Line Capital LLC12,673$2.74M0.7%+6.1%0.011%
11/18/2024 Teachers Retirement System of The State of Kentucky8,728$1.88M0.0%-6.6%0.007%
11/18/2024 Toronto Dominion Bank60,381$12.98M0.0%+24.0%0.052%
11/18/2024 Neo Ivy Capital Management6,744$1.45M0.5%N/A0.006%
11/18/2024 Coldstream Capital Management Inc.11,612$2.50M0.1%+6.5%0.010%
11/16/2024 Geode Capital Management LLC2,999,874$643.02M0.1%+0.5%2.566%
11/15/2024 M&T Bank Corp26,225$5.64M0.0%-0.2%0.022%
11/15/2024 Guardian Wealth Management Inc.3,819$821K0.6%-4.8%0.003%
11/15/2024 Barclays PLC1,608,021$345.77M0.1%-3.3%1.376%
11/15/2024 O Brien Greene & Co. Inc33,456$7.19M2.2%-5.0%0.029%
11/15/2024 Public Employees Retirement System of Ohio57,783$12.43M0.1%-8.1%0.049%
11/15/2024 Nomura Asset Management Co. Ltd.35,497$7.63M0.0%+6.9%0.030%
11/15/2024 Y Intercept Hong Kong Ltd11,561$2.49M0.2%+121.3%0.010%
11/15/2024 MML Investors Services LLC35,448$7.62M0.0%-6.0%0.030%
11/15/2024 First National Bank of Omaha65,716$14.13M0.9%-1.9%0.056%
11/15/2024 Dean Investment Associates LLC11,799$2.54M0.3%-2.3%0.010%
11/15/2024 Kensington Investment Counsel LLC13,096$2.82M1.2%+1.7%0.011%
11/15/2024 Orion Portfolio Solutions LLC16,209$3.49M0.1%-3.8%0.014%
11/15/2024 XTX Topco Ltd2,825$607K0.0%N/A0.002%
11/15/2024 iSAM Funds UK Ltd2,968$638K0.4%N/A0.003%
11/15/2024 National Bank of Canada FI72,208$15.53M0.0%+59.8%0.062%
11/15/2024 iA Global Asset Management Inc.7,606$1.64M0.0%+434.5%0.007%
11/15/2024 EP Wealth Advisors LLC6,228$1.34M0.0%-27.3%0.005%
11/15/2024 Kovitz Investment Group Partners LLC25,819$5.15M0.0%N/A0.022%
11/15/2024 Wellington Management Group LLP3,610$776K0.0%-3.0%0.003%
11/15/2024 Worldquant Millennium Advisors LLC141,533$30.43M0.2%+113.8%0.121%
11/15/2024 State Street Corp5,181,715$1.12B0.0%+1.0%4.433%
11/15/2024 Stifel Financial Corp1,594,415$342.86M0.4%+0.4%1.364%
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11/15/2024 Swmg LLC3,161$724K0.3%N/A0.003%
11/15/2024 Safe Harbor Fiduciary LLC1,344$289K0.3%N/A0.001%
11/15/2024 Quantinno Capital Management LP11,745$2.53M0.0%+12.1%0.010%
11/15/2024 Quarry LP802$172K0.0%+656.6%0.001%
11/15/2024 Royal London Asset Management Ltd.95,305$20.49M0.1%+80.7%0.082%
11/15/2024 Menard Financial Group LLC3,914$842K0.6%+1.6%0.003%
11/15/2024 Motley Fool Asset Management LLC46,513$9.99M0.6%+1.3%0.040%
11/15/2024 Motley Fool Wealth Management LLC114,769$24.68M1.2%-2.5%0.098%
11/15/2024 IHT Wealth Management LLC1,340$288K0.0%N/A0.001%
11/15/2024 Integrated Wealth Concepts LLC24,950$5.37M0.1%+10.5%0.021%
11/15/2024 Investment Management Corp of Ontario14,726$3.17M0.1%-7.0%0.013%
11/15/2024 Janus Henderson Group PLC3,236,793$696.01M0.4%-1.6%2.769%
11/15/2024 HighTower Advisors LLC119,861$25.79M0.0%-0.6%0.103%
11/15/2024 Hilltop Holdings Inc.4,420$950K0.1%+15.0%0.004%
11/15/2024 Centiva Capital LP7,274$1.56M0.0%N/A0.006%
11/15/2024 Chevy Chase Trust Holdings LLC62,578$13.46M0.0%-3.0%0.054%
11/15/2024 Benjamin Edwards Inc.147,004$31.62M0.5%+2,302.8%0.126%
11/15/2024 Aureus Asset Management LLC32,320$6.95M0.5%+13.1%0.028%
11/15/2024 FSA Wealth Management LLC184$39K0.0%N/A0.000%
11/15/2024 True Wealth Design LLC149$32K0.0%+2,028.6%0.000%
11/14/2024 Tradition Wealth Management LLC1,011$217K0.0%N/A0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp19,716$4.24M0.0%-12.6%0.017%
11/14/2024 Verition Fund Management LLC10,814$2.33M0.0%N/A0.009%
11/14/2024 Captrust Financial Advisors35,012$7.53M0.0%+1.3%0.030%
11/14/2024 Rockefeller Capital Management L.P.30,557$6.57M0.0%-1.4%0.026%
11/14/2024 Martingale Asset Management L P1,618$348K0.0%-53.7%0.001%
11/14/2024 Hantz Financial Services Inc.4,804$1.03M0.0%-3.8%0.004%
11/14/2024 Vinva Investment Management Ltd6,771$1.44M0.1%+50.4%0.006%
11/14/2024 Public Sector Pension Investment Board4,840$1.04M0.0%+4.3%0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC904,919$194.59M0.0%+2.3%0.774%
11/14/2024 Fiduciary Trust Co4,475$962K0.0%+1.4%0.004%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank95,564$20.55M0.1%-20.6%0.082%
11/14/2024 FORA Capital LLC4,635$997K0.1%+1.4%0.004%
11/14/2024 MetLife Investment Management LLC35,218$7.57M0.0%-3.4%0.030%
11/14/2024 CreativeOne Wealth LLC1,548$333K0.0%+5.5%0.001%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund7,200$1.55M0.0%N/A0.006%
11/14/2024 Blueshift Asset Management LLC3,507$754K0.2%N/A0.003%
11/13/2024 Glenmede Trust Co. NA4,419$950K0.0%+3.3%0.004%
11/13/2024 Freedom Investment Management Inc.1,468$316K0.0%-5.4%0.001%
11/13/2024 Cynosure Group LLC1,820$391K0.1%-84.0%0.002%
11/13/2024 Townsquare Capital LLC24,846$5.34M0.1%+4.7%0.021%
11/13/2024 BNP Paribas Financial Markets198,878$42.77M0.0%+97.7%0.170%
11/13/2024 Avestar Capital LLC1,248$268K0.0%+4.0%0.001%
11/13/2024 Brooklyn Investment Group662$142K0.0%N/A0.001%
11/13/2024 Quantbot Technologies LP9,806$2.11M0.1%+48.9%0.008%
11/13/2024 FMR LLC80,194$17.24M0.0%+9.7%0.069%
11/13/2024 D.A. Davidson & CO.987$212K0.0%N/A0.001%
11/13/2024 The Manufacturers Life Insurance Company70,759$15.22M0.0%-1.1%0.061%
11/13/2024 Qsemble Capital Management LP6,565$1.41M0.3%N/A0.006%
11/13/2024 Bank of Montreal Can139,763$29.63M0.0%+25.9%0.120%
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11/13/2024 Private Trust Co. NA1,568$337K0.0%-10.8%0.001%
11/13/2024 Horizon Kinetics Asset Management LLC2,248$483K0.0%N/A0.002%
11/13/2024 Truvestments Capital LLC211$45K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.998$215K0.0%+49.2%0.001%
11/13/2024 DRW Securities LLC1,122$241K0.0%N/A0.001%
11/13/2024 Daiwa Securities Group Inc.20,114$4.33M0.0%+18.4%0.017%
11/12/2024 Centaurus Financial Inc.7,050$1.52M0.1%+14.2%0.006%
11/12/2024 Sompo Asset Management Co. Ltd.2,710$583K0.1%-7.2%0.002%
11/12/2024 Swedbank AB25,135$5.41M0.0%+2.9%0.022%
11/12/2024 Pitcairn Co.2,393$515K0.0%-18.0%0.002%
(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, 901 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), State Street Corp ($1.12B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($853.90M), and APG Asset Management N.V. ($733.95M).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 769 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), Capital International Investors ($951.69K), Confluence Investment Management LLC ($710.27K), International Assets Investment Management LLC ($525.90K), Gateway Advisory LLC ($469.17K), Envestnet Asset Management Inc. ($453.51K), and Assenagon Asset Management S.A. ($395.11K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 15,991,587 shares in the last 24 months. This purchase volume represents approximately $2.87B in transactions.

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

Of the 512 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: Morgan Stanley ($948.49K), Capital International Investors ($845.50K), Baillie Gifford & Co. ($815.14K), BlackRock Inc. ($795.17K), Parnassus Investments LLC ($682.97K), Millennium Management LLC ($385.43K), and Intech Investment Management LLC ($347.25K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 12,391,250 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.


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This page (NYSE:BR) was last updated on 12/21/2024 by MarketBeat.com Staff
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