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Broadridge Financial Solutions (BR) Institutional Ownership

Broadridge Financial Solutions logo
$236.78 +5.18 (+2.24%)
As of 04/14/2025 03:58 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)
616
Total
Institutional Inflows
(last 12 months)
$2.25B
Number of
Institutional Sellers
(last 12 months)
406
Total
Institutional Outflows
(last 12 months)
$1.54B
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BR Institutional Buying and Selling by Quarter

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Broadridge Financial Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Harbor Capital Advisors Inc.4,842$1.17M0.1%-49.3%0.004%
4/14/2025Yousif Capital Management LLC18,499$4.49M0.1%-3.0%0.016%
4/14/2025Farther Finance Advisors LLC3,543$867K0.0%+2.3%0.003%
4/14/2025 Portside Wealth Group LLC2,173$527K0.1%+9.9%0.002%
4/14/2025Fenimore Asset Management Inc314,466$76.25M1.6%+0.5%0.269%
4/14/2025First Citizens Bank & Trust Co.8,689$2.11M0.0%-11.5%0.007%
4/14/2025Bangor Savings Bank364$88K0.0%-19.5%0.000%
4/14/2025One Plus One Wealth Management LLC2,606$632K0.3%+60.5%0.002%
4/14/2025Miracle Mile Advisors LLC2,314$561K0.0%-4.9%0.002%
4/14/2025Patriot Financial Group Insurance Agency LLC2,131$517K0.1%-2.4%0.002%
4/14/2025UMB Bank n.a.926$225K0.0%-15.6%0.001%
4/14/2025Wedmont Private Capital2,609$604K0.0%+30.3%0.002%
4/11/2025 Princeton Global Asset Management LLC18,130$4.40M0.9%+2.4%0.015%
4/11/2025 KFG Wealth Management LLC1,501$364K0.1%+7.1%0.001%
4/11/2025 First Affirmative Financial Network1,072$260K0.2%-17.6%0.001%
4/11/2025 Congress Asset Management Co.82,968$20.12M0.2%-1.0%0.071%
4/11/2025 Procyon Advisors LLC1,005$244K0.0%-33.7%0.001%
4/11/2025 Unique Wealth LLC2,738$664K0.1%+36.4%0.002%
4/11/2025 Atwater Malick LLC1,191$289K0.1%N/A0.001%
4/11/2025 Signal Advisors Wealth LLC21,536$5.22M0.5%+18.4%0.018%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.13,571$3.29M0.6%+26.0%0.012%
4/10/2025 Naples Global Advisors LLC8,340$2.03M0.2%-4.0%0.007%
4/10/2025 Portside Wealth Group LLC1,977$447K0.1%+7.6%0.002%
4/10/2025 Orser Capital Management LLC1,838$446K0.3%N/A0.002%
4/10/2025 Unigestion Holding SA22,611$5.48M0.3%-0.9%0.019%
4/10/2025 Whipplewood Advisors LLC136$33K0.0%+2,620.0%0.000%
4/9/2025 Sentry Investment Management LLC339$75K0.0%-23.0%0.000%
4/9/2025 Fulton Bank N.A.3,190$773K0.0%-4.7%0.003%
4/9/2025 Merit Financial Group LLC9,630$2.34M0.0%+22.5%0.008%
4/9/2025 LVW Advisors LLC4,372$1.06M0.1%+10.1%0.004%
4/9/2025 NBC Securities Inc.5,796$1.41M0.1%+115,820.0%0.005%
4/9/2025 Douglas Lane & Associates LLC62,475$15.15M0.2%-5.1%0.053%
4/9/2025 Addenda Capital Inc.51,208$12.45M0.6%-0.7%0.044%
4/9/2025 Czech National Bank26,877$6.52M0.1%+6.0%0.023%
4/9/2025 Wallace Advisory Group LLC924$209K0.1%N/A0.001%
4/8/2025 Rhumbline Advisers261,855$63.49M0.1%+7.0%0.224%
4/8/2025 Fifth Third Wealth Advisors LLC1,629$395K0.0%+48.2%0.001%
4/8/2025 Meyer Handelman Co.3,105$753K0.0%-3.9%0.003%
4/8/2025 Lantz Financial LLC9,658$2.34M0.6%-4.5%0.008%
4/8/2025 Parallel Advisors LLC1,047$254K0.0%-8.2%0.001%
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4/7/2025 GAMMA Investing LLC989,964$240.03M0.0%+31,011.4%0.846%
4/7/2025 Bath Savings Trust Co112,893$27.37M2.8%-1.0%0.096%
4/3/2025 Versant Capital Management Inc875$212K0.0%N/A0.001%
4/1/2025 Confluence Investment Management LLC609,740$147.84M2.1%-3.6%0.521%
3/24/2025Wellington Management Group LLP4,636$1.05M0.0%+28.4%0.004%
3/19/2025Chancellor Financial Group WB LP1,739$393K0.3%N/A0.001%
3/18/2025California State Teachers Retirement System180,918$40.90M0.0%-10.9%0.155%
3/17/2025Wealth Enhancement Advisory Services LLC20,258$4.58M0.0%+4.5%0.017%
3/14/2025Lansforsakringar Fondforvaltning AB publ 41,511$9.39M0.1%N/A0.035%
3/12/2025Centaurus Financial Inc.6,242$1.41M0.1%-11.5%0.005%
3/4/2025Siemens Fonds Invest GmbH1,447$327K0.0%-84.5%0.001%
2/28/2025Menard Financial Group LLC4,086$924K0.6%+4.4%0.003%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH111,607$25.23M0.0%N/A0.095%
2/27/2025Jefferies Financial Group Inc.3,198$723K0.0%-4.9%0.003%
2/27/2025Pinnacle Wealth Planning Services Inc.1,294$293K0.0%+16.6%0.001%
2/25/2025B. Riley Wealth Advisors Inc.2,222$504K0.0%+2.8%0.002%
2/24/2025United Advisor Group LLC2,812$636K0.1%+16.7%0.002%
2/22/2025American Trust10,569$2.39M0.2%+1.8%0.009%
2/21/2025Aberdeen Wealth Management LLC1,939$438K0.3%-6.3%0.002%
2/21/2025Kayne Anderson Rudnick Investment Management LLC869,800$196.65M0.5%+6.5%0.743%
2/20/2025Mackenzie Financial Corp225,962$51.09M0.1%-30.1%0.193%
2/19/2025Toronto Dominion Bank62,571$14.15M0.0%+3.6%0.053%
2/19/2025Public Employees Retirement System of Ohio56,949$12.88M0.0%-1.4%0.049%
2/18/2025Western Wealth Management LLC5,289$1.20M0.4%-10.5%0.005%
2/18/2025Vise Technologies Inc.2,050$463K0.0%N/A0.002%
2/18/2025Focus Partners Advisor Solutions LLC1,140$258K0.0%-4.4%0.001%
2/18/2025First Heartland Consultants Inc.1,889$427K0.0%-8.1%0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,043,126$235.84M0.1%+15.3%0.891%
2/17/2025USS Investment Management Ltd19,492$4.41M0.0%-17.8%0.017%
2/17/2025Voloridge Investment Management LLC25,209$5.70M0.0%-85.1%0.022%
2/17/2025Worldquant Millennium Advisors LLC141,846$32.07M0.2%+0.2%0.121%
2/17/2025Woodline Partners LP9,251$2.09M0.0%N/A0.008%
2/17/2025Vident Advisory LLC3,199$723K0.0%+9.9%0.003%
2/17/2025Vivaldi Capital Management LP1,796$430K0.1%+4.8%0.002%
2/17/2025WBI Investments LLC6,862$1.55M0.4%-18.9%0.006%
2/17/2025Squarepoint Ops LLC11,070$2.50M0.0%+252.2%0.009%
2/17/2025Two Sigma Investments LP1,242$281K0.0%-99.0%0.001%
2/17/2025Two Sigma Advisers LP1,600$362K0.0%-92.2%0.001%
2/17/2025Texas Bank & Trust Co1,100$249K0.1%N/A0.001%
2/17/2025Tidal Investments LLC13,852$3.13M0.0%-9.5%0.012%
2/17/2025Toronto Dominion Bank62,571$14.15M0.0%+3.6%0.053%
2/17/2025Second Line Capital LLC13,227$3.00M0.8%+4.4%0.011%
2/17/2025Snowden Capital Advisors LLC2,324$527K0.0%+5.1%0.002%
2/17/2025Siemens Fonds Invest GmbH1,447$327K0.0%-84.5%0.001%
2/17/2025Shell Asset Management Co.16,559$3.74M0.2%-11.6%0.014%
2/17/2025Silvercrest Asset Management Group LLC8,381$1.90M0.0%-2.3%0.007%
2/17/2025Royal Bank of Canada333,649$75.44M0.0%+38.3%0.285%
2/17/2025Rafferty Asset Management LLC10,913$2.47M0.0%+11.5%0.009%
2/17/2025Prana Capital Management LP20,444$4.62M0.2%N/A0.017%
2/17/2025ProShare Advisors LLC51,115$11.56M0.0%-7.0%0.044%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
2/17/2025Quantinno Capital Management LP15,816$3.58M0.0%+34.7%0.014%
2/17/2025Mufg Securities Americas Inc.1,726$390K0.0%N/A0.001%
2/17/2025Man Group plc100,202$22.66M0.1%-3.8%0.086%
2/17/2025Nissay Asset Management Corp Japan ADV14,105$3.19M0.0%-1.2%0.012%
2/17/2025Nomura Holdings Inc.3,849$870K0.0%-92.4%0.003%
2/17/2025NorthRock Partners LLC2,124$480K0.0%N/A0.002%
2/17/2025Nuveen Asset Management LLC388,189$87.77M0.0%-21.5%0.332%
2/17/2025OMERS ADMINISTRATION Corp4,924$1.11M0.0%+20.6%0.004%
2/17/2025Occudo Quantitative Strategies LP9,283$2.10M0.4%N/A0.008%
2/17/2025Minot DeBlois Advisors LLC150$34K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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BR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BR shares?

During the previous two years, 1,019 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were 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), Janus Henderson Group PLC ($719.16M), and Geode Capital Management LLC ($684.97M).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 869 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), GAMMA Investing LLC ($989.96K), Capital International Investors ($951.69K), Norges Bank ($801.42K), Confluence Investment Management LLC ($703.08K), and Envestnet Asset Management Inc. ($535.25K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 21,196,646 shares in the last 24 months. This purchase volume represents approximately $4.23B 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 15,047,824 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.


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This page (NYSE:BR) was last updated on 4/15/2025 by MarketBeat.com Staff
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