Broadridge Financial Solutions (BR) Institutional Ownership

$225.39 +0.55 (+0.24%)

(As of 11/20/2024 ET)

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): $971.08M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/19/2024	Unigestion Holding SA	5,215	$1.12M	0.1%	+20.3%	0.004%
11/19/2024	Second Line Capital LLC	12,673	$2.74M	0.7%	+6.1%	0.011%
11/18/2024	Teachers Retirement System of The State of Kentucky	8,728	$1.88M	0.0%	-6.6%	0.007%
11/18/2024	Toronto Dominion Bank	60,381	$12.98M	0.0%	+24.0%	0.052%
11/18/2024	Neo Ivy Capital Management	6,744	$1.45M	0.5%	N/A	0.006%
11/18/2024	Coldstream Capital Management Inc.	11,612	$2.50M	0.1%	+6.5%	0.010%
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11/16/2024	Geode Capital Management LLC	2,999,874	$643.02M	0.1%	+0.5%	2.566%
11/15/2024	M&T Bank Corp	26,225	$5.64M	0.0%	-0.2%	0.022%
11/15/2024	Guardian Wealth Management Inc.	3,819	$821K	0.6%	-4.8%	0.003%
11/15/2024	Barclays PLC	1,608,021	$345.77M	0.1%	-3.3%	1.376%
11/15/2024	O Brien Greene & Co. Inc	33,456	$7.19M	2.2%	-5.0%	0.029%
11/15/2024	Public Employees Retirement System of Ohio	57,783	$12.43M	0.1%	-8.1%	0.049%
11/15/2024	Nomura Asset Management Co. Ltd.	35,497	$7.63M	0.0%	+6.9%	0.030%
11/15/2024	Y Intercept Hong Kong Ltd	11,561	$2.49M	0.2%	+121.3%	0.010%
11/15/2024	MML Investors Services LLC	35,448	$7.62M	0.0%	-6.0%	0.030%
11/15/2024	First National Bank of Omaha	65,716	$14.13M	0.9%	-1.9%	0.056%
11/15/2024	Dean Investment Associates LLC	11,799	$2.54M	0.3%	-2.3%	0.010%
11/15/2024	Kensington Investment Counsel LLC	13,096	$2.82M	1.2%	+1.7%	0.011%
11/15/2024	Orion Portfolio Solutions LLC	16,209	$3.49M	0.1%	-3.8%	0.014%
11/15/2024	XTX Topco Ltd	2,825	$607K	0.0%	N/A	0.002%
11/15/2024	iSAM Funds UK Ltd	2,968	$638K	0.4%	N/A	0.003%
11/15/2024	National Bank of Canada FI	72,208	$15.53M	0.0%	+59.8%	0.062%
11/15/2024	iA Global Asset Management Inc.	7,606	$1.64M	0.0%	+434.5%	0.007%
11/15/2024	EP Wealth Advisors LLC	6,228	$1.34M	0.0%	-27.3%	0.005%
11/15/2024	Kovitz Investment Group Partners LLC	25,819	$5.15M	0.0%	N/A	0.022%
11/15/2024	Wellington Management Group LLP	3,610	$776K	0.0%	-3.0%	0.003%
11/15/2024	Worldquant Millennium Advisors LLC	141,533	$30.43M	0.2%	+113.8%	0.121%
11/15/2024	State Street Corp	5,181,715	$1.12B	0.0%	+1.0%	4.433%
11/15/2024	Stifel Financial Corp	1,594,415	$342.86M	0.4%	+0.4%	1.364%
11/15/2024	Swmg LLC	3,161	$724K	0.3%	N/A	0.003%
11/15/2024	Safe Harbor Fiduciary LLC	1,344	$289K	0.3%	N/A	0.001%
11/15/2024	Quantinno Capital Management LP	11,745	$2.53M	0.0%	+12.1%	0.010%
11/15/2024	Quarry LP	802	$172K	0.0%	+656.6%	0.001%
11/15/2024	Royal London Asset Management Ltd.	95,305	$20.49M	0.1%	+80.7%	0.082%
11/15/2024	Menard Financial Group LLC	3,914	$842K	0.6%	+1.6%	0.003%
11/15/2024	Motley Fool Asset Management LLC	46,513	$9.99M	0.6%	+1.3%	0.040%
11/15/2024	Motley Fool Wealth Management LLC	114,769	$24.68M	1.2%	-2.5%	0.098%
11/15/2024	IHT Wealth Management LLC	1,340	$288K	0.0%	N/A	0.001%
11/15/2024	Integrated Wealth Concepts LLC	24,950	$5.37M	0.1%	+10.5%	0.021%
11/15/2024	Investment Management Corp of Ontario	14,726	$3.17M	0.1%	-7.0%	0.013%
Trump said you could learn something from this man (Ad) Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement. Here’s everything you need to know.
11/15/2024	Janus Henderson Group PLC	3,236,793	$696.01M	0.4%	-1.6%	2.769%
11/15/2024	HighTower Advisors LLC	119,861	$25.79M	0.0%	-0.6%	0.103%
11/15/2024	Hilltop Holdings Inc.	4,420	$950K	0.1%	+15.0%	0.004%
11/15/2024	Centiva Capital LP	7,274	$1.56M	0.0%	N/A	0.006%
11/15/2024	Chevy Chase Trust Holdings LLC	62,578	$13.46M	0.0%	-3.0%	0.054%
11/15/2024	Benjamin Edwards Inc.	147,004	$31.62M	0.5%	+2,302.8%	0.126%
11/15/2024	Aureus Asset Management LLC	32,320	$6.95M	0.5%	+13.1%	0.028%
11/15/2024	FSA Wealth Management LLC	184	$39K	0.0%	N/A	0.000%
11/15/2024	True Wealth Design LLC	149	$32K	0.0%	+2,028.6%	0.000%
11/14/2024	Tradition Wealth Management LLC	1,011	$217K	0.0%	N/A	0.001%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	19,716	$4.24M	0.0%	-12.6%	0.017%
11/14/2024	Verition Fund Management LLC	10,814	$2.33M	0.0%	N/A	0.009%
11/14/2024	Captrust Financial Advisors	35,012	$7.53M	0.0%	+1.3%	0.030%
11/14/2024	Rockefeller Capital Management L.P.	30,557	$6.57M	0.0%	-1.4%	0.026%
11/14/2024	Martingale Asset Management L P	1,618	$348K	0.0%	-53.7%	0.001%
11/14/2024	Hantz Financial Services Inc.	4,804	$1.03M	0.0%	-3.8%	0.004%
11/14/2024	Vinva Investment Management Ltd	6,771	$1.44M	0.1%	+50.4%	0.006%
11/14/2024	Public Sector Pension Investment Board	4,840	$1.04M	0.0%	+4.3%	0.004%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	904,919	$194.59M	0.0%	+2.3%	0.774%
11/14/2024	Fiduciary Trust Co	4,475	$962K	0.0%	+1.4%	0.004%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	95,564	$20.55M	0.1%	-20.6%	0.082%
11/14/2024	FORA Capital LLC	4,635	$997K	0.1%	+1.4%	0.004%
11/14/2024	MetLife Investment Management LLC	35,218	$7.57M	0.0%	-3.4%	0.030%
11/14/2024	CreativeOne Wealth LLC	1,548	$333K	0.0%	+5.5%	0.001%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	7,200	$1.55M	0.0%	N/A	0.006%
11/14/2024	Blueshift Asset Management LLC	3,507	$754K	0.2%	N/A	0.003%
11/13/2024	Glenmede Trust Co. NA	4,419	$950K	0.0%	+3.3%	0.004%
11/13/2024	Freedom Investment Management Inc.	1,468	$316K	0.0%	-5.4%	0.001%
11/13/2024	Cynosure Group LLC	1,820	$391K	0.1%	-84.0%	0.002%
11/13/2024	Townsquare Capital LLC	24,846	$5.34M	0.1%	+4.7%	0.021%
11/13/2024	BNP Paribas Financial Markets	198,878	$42.77M	0.0%	+97.7%	0.170%
11/13/2024	Avestar Capital LLC	1,248	$268K	0.0%	+4.0%	0.001%
11/13/2024	Brooklyn Investment Group	662	$142K	0.0%	N/A	0.001%
11/13/2024	Quantbot Technologies LP	9,806	$2.11M	0.1%	+48.9%	0.008%
11/13/2024	FMR LLC	80,194	$17.24M	0.0%	+9.7%	0.069%
11/13/2024	D.A. Davidson & CO.	987	$212K	0.0%	N/A	0.001%
11/13/2024	The Manufacturers Life Insurance Company	70,759	$15.22M	0.0%	-1.1%	0.061%
11/13/2024	Qsemble Capital Management LP	6,565	$1.41M	0.3%	N/A	0.006%
11/13/2024	Bank of Montreal Can	139,763	$29.63M	0.0%	+25.9%	0.120%
11/13/2024	Private Trust Co. NA	1,568	$337K	0.0%	-10.8%	0.001%
11/13/2024	Horizon Kinetics Asset Management LLC	2,248	$483K	0.0%	N/A	0.002%
11/13/2024	Truvestments Capital LLC	211	$45K	0.0%	N/A	0.000%
11/13/2024	Brown Brothers Harriman & Co.	998	$215K	0.0%	+49.2%	0.001%
11/13/2024	DRW Securities LLC	1,122	$241K	0.0%	N/A	0.001%
11/13/2024	Daiwa Securities Group Inc.	20,114	$4.33M	0.0%	+18.4%	0.017%
11/12/2024	Centaurus Financial Inc.	7,050	$1.52M	0.1%	+14.2%	0.006%
11/12/2024	Sompo Asset Management Co. Ltd.	2,710	$583K	0.1%	-7.2%	0.002%
11/12/2024	Swedbank AB	25,135	$5.41M	0.0%	+2.9%	0.022%
11/12/2024	Pitcairn Co.	2,393	$515K	0.0%	-18.0%	0.002%
11/12/2024	Algert Global LLC	2,520	$542K	0.0%	N/A	0.002%
Trump said you could learn something from this man (Ad) Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement. Here’s everything you need to know.
11/12/2024	Canopy Partners LLC	401	$86K	0.0%	N/A	0.000%
11/12/2024	Cerity Partners LLC	21,914	$4.71M	0.0%	+58.1%	0.019%
11/12/2024	Great Valley Advisor Group Inc.	952	$204K	0.0%	N/A	0.001%
11/12/2024	Nicolet Advisory Services LLC	964	$207K	0.0%	-5.0%	0.001%
11/12/2024	Icon Wealth Advisors LLC	1,994	$429K	0.0%	+5.8%	0.002%
11/12/2024	Allen Capital Group LLC	13,197	$2.84M	0.4%	+67.7%	0.011%
11/12/2024	Citigroup Inc.	88,172	$18.96M	0.0%	-16.1%	0.075%
11/12/2024	Charles Schwab Investment Management Inc.	661,413	$142.22M	0.0%	-0.2%	0.566%
11/12/2024	Brown Capital Management LLC	10,475	$2.25M	0.0%	-57.9%	0.009%
11/9/2024	Intech Investment Management LLC	52,471	$11.28M	0.1%	+94.8%	0.045%

(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, 898 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 767 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 15,958,324 shares in the last 24 months. This purchase volume represents approximately $2.86B 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 12,361,382 shares in the last 24 months. This volume of shares sold represents approximately $2.17B in transactions.

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This page (NYSE:BR) was last updated on 11/21/2024 by MarketBeat.com Staff

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Broadridge Financial Solutions (BR) Institutional Ownership

BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

BR Institutional Ownership - Frequently Asked Questions

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Broadridge Financial Solutions (BR) Institutional Ownership

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

BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

BR Institutional Ownership - Frequently Asked Questions

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