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Broadridge Financial Solutions (BR) Institutional Ownership

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$230.35 -0.69 (-0.30%)
As of 01/17/2025 03:59 PM Eastern
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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)
495
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$1.06B
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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
1/17/2025 Raleigh Capital Management Inc.963$218K0.1%+5,250.0%0.001%
1/17/2025 Mutual Advisors LLC1,940$448K0.0%+11.8%0.002%
1/17/2025 Wendell David Associates Inc.104,992$23.74M2.3%-1.1%0.090%
1/17/2025 SG Americas Securities LLC2,242$507K0.0%-25.2%0.002%
1/17/2025 Park Place Capital Corp5,831$1.32M0.4%+31.3%0.005%
1/17/2025 Albion Financial Group UT2,882$652K0.0%+2.8%0.002%
1/17/2025 MCF Advisors LLC1,220$276K0.0%+5.9%0.001%
1/17/2025 Atomi Financial Group Inc.4,104$928K0.0%+39.7%0.004%
1/17/2025 AMI Asset Management Corp2,534$573K0.0%-3.5%0.002%
1/17/2025 Transform Wealth LLC41,450$9.41M0.5%+2.7%0.035%
1/16/2025 Crossmark Global Holdings Inc.58,508$13.23M0.2%-7.5%0.050%
1/16/2025 Ballentine Partners LLC1,720$389K0.0%+5.7%0.001%
1/16/2025 Addenda Capital Inc.51,548$11.69M0.5%+11.2%0.044%
1/16/2025 Koshinski Asset Management Inc.5,790$1.31M0.0%-0.9%0.005%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.2,062$466K0.1%-35.0%0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB526$119K0.0%+12.2%0.000%
1/16/2025 UMB Bank n.a.1,097$248K0.0%+5.5%0.001%
1/16/2025 Trueblood Wealth Management LLC6,844$1.55M0.8%+1.3%0.006%
1/16/2025 LVW Advisors LLC3,971$898K0.1%+6.8%0.003%
1/15/2025 HB Wealth Management LLC2,957$669K0.0%+35.3%0.003%
1/15/2025 Merit Financial Group LLC7,863$1.78M0.0%+33.2%0.007%
1/15/2025 Avanza Fonder AB7,408$1.68M0.1%N/A0.006%
1/15/2025 Occidental Asset Management LLC19,276$4.36M0.7%+6.8%0.016%
1/14/2025 Brady Family Wealth LLC27,613$6.24M1.9%-3.4%0.024%
1/14/2025 Burney Co.20,243$4.58M0.2%+1.5%0.017%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.10,768$2.43M0.5%+53.5%0.009%
1/14/2025 Park Avenue Securities LLC10,136$2.29M0.0%+37.3%0.009%
1/14/2025 Assenagon Asset Management S.A.40,345$9.12M0.0%-80.3%0.035%
1/14/2025 Board of the Pension Protection Fund500$113K0.1%N/A0.000%
1/14/2025 Oak Thistle LLC5,489$1.24M0.4%-5.7%0.005%
1/14/2025 SeaCrest Wealth Management LLC1,034$234K0.0%N/A0.001%
1/14/2025 Signal Advisors Wealth LLC18,196$4.13M0.5%+25.5%0.016%
1/13/2025 Unique Wealth LLC2,008$454K0.1%+25.2%0.002%
1/13/2025 Miracle Mile Advisors LLC2,433$550K0.0%+98.0%0.002%
1/13/2025 Eastern Bank1,918$434K0.0%+6.7%0.002%
1/13/2025 Forza Wealth Management LLC2,600$588K0.3%-10.3%0.002%
1/13/2025 Wedmont Private Capital2,003$444K0.0%+20.4%0.002%
1/13/2025 Salem Investment Counselors Inc.225$51K0.0%+200.0%0.000%
1/13/2025 Fragasso Financial Advisors Inc922$208K0.0%N/A0.001%
1/13/2025 Eagle Bay Advisors LLC1,992$452K0.3%+20.4%0.002%
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1/13/2025 Aprio Wealth Management LLC1,046$236K0.0%N/A0.001%
1/13/2025 Czech National Bank25,344$5.73M0.1%+6.6%0.022%
1/10/2025 West Oak Capital LLC802$181K0.1%+60.4%0.001%
1/10/2025 Tilia Fiduciary Partners Inc.11,902$2.69M1.8%+1.6%0.010%
1/10/2025 Trinity Financial Advisors LLC924$210K0.1%N/A0.001%
1/10/2025 Harbor Capital Advisors Inc.9,544$2.16M0.1%+1.7%0.008%
1/10/2025 Wealth Enhancement Advisory Services LLC19,626$4.22M0.0%+1.2%0.017%
1/10/2025 Fortitude Family Office LLC156$35K0.0%+246.7%0.000%
1/8/2025 First Hawaiian Bank20,369$4.61M0.1%-1.9%0.017%
1/8/2025 Douglas Lane & Associates LLC65,823$14.88M0.2%-3.4%0.056%
1/8/2025 Fulton Bank N.A.3,346$756K0.0%+4.6%0.003%
1/6/2025 CWA Asset Management Group LLC1,283$290K0.0%+6.0%0.001%
1/6/2025 Nordea Investment Management AB73,399$16.60M0.0%-12.3%0.063%
1/3/2025 Central Pacific Bank Trust Division128$29K0.0%-42.9%0.000%
1/3/2025 GAMMA Investing LLC3,182$719K0.1%+46.1%0.003%
1/2/2025 Confluence Investment Management LLC632,216$142.94M2.0%-1.6%0.541%
12/26/2024JPMorgan Chase & Co.423,712$91.11M0.0%-44.2%0.362%
12/19/2024Principal Financial Group Inc.157,645$33.90M0.0%+4.3%0.135%
12/13/2024B. Riley Wealth Advisors Inc.2,161$466K0.0%-17.4%0.002%
12/6/2024Logan Capital Management Inc.12,959$2.79M0.1%-50.8%0.011%
12/6/2024Retirement Systems of Alabama25,517$5.49M0.0%-2.1%0.022%
11/29/2024American Trust10,386$2.23M0.2%N/A0.009%
11/27/2024Franklin Resources Inc.929,083$205.80M0.1%-3.2%0.795%
11/25/2024Castellan Group12,973$2.79M1.2%-1.0%0.011%
11/25/2024Tidal Investments LLC15,300$3.29M0.0%+43.7%0.013%
11/25/2024Wilmington Savings Fund Society FSB16,415$3.53M0.1%N/A0.014%
11/25/2024World Investment Advisors LLC4,229$909K0.0%+10.9%0.004%
11/25/2024Sanctuary Advisors LLC18,098$4.17M0.0%+26.2%0.015%
11/19/2024Unigestion Holding SA5,215$1.12M0.1%+20.3%0.004%
11/19/2024Second Line Capital LLC12,673$2.74M0.7%+6.1%0.011%
11/18/2024Teachers Retirement System of The State of Kentucky8,728$1.88M0.0%-6.6%0.007%
11/18/2024Toronto Dominion Bank60,381$12.98M0.0%+24.0%0.052%
11/18/2024Neo Ivy Capital Management6,744$1.45M0.5%N/A0.006%
11/18/2024Coldstream Capital Management Inc.11,612$2.50M0.1%+6.5%0.010%
11/16/2024Geode Capital Management LLC2,999,874$643.02M0.1%+0.5%2.566%
11/15/2024M&T Bank Corp26,225$5.64M0.0%-0.2%0.022%
11/15/2024Guardian Wealth Management Inc.3,819$821K0.6%-4.8%0.003%
11/15/2024Barclays PLC1,608,021$345.77M0.1%-3.3%1.376%
11/15/2024O Brien Greene & Co. Inc33,456$7.19M2.2%-5.0%0.029%
11/15/2024Public Employees Retirement System of Ohio57,783$12.43M0.1%-8.1%0.049%
11/15/2024Nomura Asset Management Co. Ltd.35,497$7.63M0.0%+6.9%0.030%
11/15/2024Y Intercept Hong Kong Ltd11,561$2.49M0.2%+121.3%0.010%
11/15/2024MML Investors Services LLC35,448$7.62M0.0%-6.0%0.030%
11/15/2024First National Bank of Omaha65,716$14.13M0.9%-1.9%0.056%
11/15/2024Dean Investment Associates LLC11,799$2.54M0.3%-2.3%0.010%
11/15/2024Kensington Investment Counsel LLC13,096$2.82M1.2%+1.7%0.011%
11/15/2024Orion Portfolio Solutions LLC16,209$3.49M0.1%-3.8%0.014%
11/15/2024XTX Topco Ltd2,825$607K0.0%N/A0.002%
11/15/2024iSAM Funds UK Ltd2,968$638K0.4%N/A0.003%
11/15/2024National Bank of Canada FI72,208$15.53M0.0%+59.8%0.062%
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11/15/2024iA Global Asset Management Inc.7,606$1.64M0.0%+434.5%0.007%
11/15/2024EP Wealth Advisors LLC6,228$1.34M0.0%-27.3%0.005%
11/15/2024Kovitz Investment Group Partners LLC25,819$5.15M0.0%N/A0.022%
11/15/2024Wellington Management Group LLP3,610$776K0.0%-3.0%0.003%
11/15/2024Worldquant Millennium Advisors LLC141,533$30.43M0.2%+113.8%0.121%
11/15/2024State Street Corp5,181,715$1.12B0.0%+1.0%4.433%
11/15/2024Stifel Financial Corp1,594,415$342.86M0.4%+0.4%1.364%
11/15/2024Swmg LLC3,161$724K0.3%N/A0.003%
11/15/2024Safe Harbor Fiduciary LLC1,344$289K0.3%N/A0.001%
11/15/2024Quantinno Capital Management LP11,745$2.53M0.0%+12.1%0.010%
(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, 908 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 775 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 ($703.31K), International Assets Investment Management LLC ($525.90K), Gateway Advisory LLC ($469.17K), Envestnet Asset Management Inc. ($453.51K), and Mitsubishi UFJ Asset Management Co. Ltd. ($367.01K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 15,864,986 shares in the last 24 months. This purchase volume represents approximately $2.85B in transactions.

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

Of the 513 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 JPMorgan Chase & Co. ($359.25K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 12,838,968 shares in the last 24 months. This volume of shares sold represents approximately $2.29B in transactions.


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This page (NYSE:BR) was last updated on 1/20/2025 by MarketBeat.com Staff
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