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Broadridge Financial Solutions (BR) Institutional Ownership

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$233.85 -2.17 (-0.92%)
Closing price 07/15/2025 03:59 PM Eastern
Extended Trading
$233.74 -0.11 (-0.05%)
As of 07/15/2025 07:38 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)
699
Total
Institutional Inflows
(last 12 months)
$3.21B
Number of
Institutional Sellers
(last 12 months)
479
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
7/15/2025McAdam LLC946$230K0.0%+7.4%0.001%
7/15/2025Clarus Group Inc.2,951$717K0.3%+1.5%0.003%
7/15/2025TD Private Client Wealth LLC2,609$634K0.0%-10.5%0.002%
7/15/2025Mather Group LLC.2,111$513K0.0%-21.8%0.002%
7/15/2025Public Employees Retirement System of Ohio63,780$15.50M0.1%-4.8%0.054%
7/15/2025Financial Management Professionals Inc.990$241K0.0%+2,650.0%0.001%
7/15/2025CHB Investment Group LLC15,672$3.81M1.9%N/A0.013%
7/15/2025Norden Group LLC1,916$466K0.1%+3.5%0.002%
7/15/2025Fifth Third Bancorp22,859$5.56M0.0%-1.4%0.019%
7/14/2025 Occidental Asset Management LLC20,652$5.02M0.7%+1.0%0.018%
7/14/2025 Opal Wealth Advisors LLC319$78K0.0%-39.6%0.000%
7/14/2025 Armstrong Advisory Group Inc.414$101K0.0%-27.5%0.000%
7/14/2025 KFG Wealth Management LLC1,647$400K0.1%+9.7%0.001%
7/14/2025 GAMMA Investing LLC4,444$1.08M0.1%+8.8%0.004%
7/14/2025 ABLE Financial Group LLC3,809$926K0.2%+9.9%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC1,824$443K0.0%+3.9%0.002%
7/14/2025 Park Avenue Securities LLC9,153$2.22M0.0%N/A0.008%
7/14/2025 Avanza Fonder AB8,940$2.17M0.1%+3.1%0.008%
7/14/2025 Sowell Financial Services LLC2,312$562K0.0%+6.1%0.002%
7/11/2025 Walter Public Investments Inc.86,140$20.94M3.5%-1.0%0.073%
7/11/2025 Abacus FCF Advisors LLC52,935$12.87M1.8%N/A0.045%
7/11/2025 Farther Finance Advisors LLC5,530$1.34M0.0%+56.1%0.005%
7/11/2025 Silver Oak Securities Incorporated1,778$432K0.0%-7.7%0.002%
7/11/2025 CX Institutional1,589$386K0.0%+7.8%0.001%
7/11/2025 BDF Gestion16,015$3.89M0.4%-9.8%0.014%
7/11/2025 Eagle Bay Advisors LLC1,604$391K0.3%-16.0%0.001%
7/11/2025 Lantz Financial LLC9,520$2.31M0.6%-1.4%0.008%
7/11/2025 Diversified Trust Co824$200K0.0%-8.6%0.001%
7/11/2025 Assenagon Asset Management S.A.179,671$43.67M0.1%-26.6%0.153%
7/11/2025 IFM Investors Pty Ltd29,322$7.13M0.1%+5.3%0.025%
7/10/2025 Triangle Securities Wealth Management3,226$784K0.2%N/A0.003%
7/10/2025 Trust Point Inc.1,422$346K0.0%-26.7%0.001%
7/10/2025 Security National Bank17,228$4.19M0.7%-10.7%0.015%
7/10/2025 Brady Family Wealth LLC27,240$6.62M2.0%-1.7%0.023%
7/10/2025 Fulton Bank N.A.2,847$692K0.0%-10.8%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC28,482$6.90M0.0%-1.6%0.024%
7/10/2025 Bath Savings Trust Co112,351$27.31M2.8%-0.5%0.096%
7/10/2025 Mn Services Vermogensbeheer B.V.44,730$10.87M0.1%+5.2%0.038%
7/10/2025 Swedbank AB42,074$10.23M0.0%+56.3%0.036%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd14,423$3.51M0.0%+2.2%0.012%
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7/10/2025 Signal Advisors Wealth LLC23,339$5.67M0.4%+8.4%0.020%
7/9/2025 Radnor Capital Management LLC1,407$342K0.1%-3.4%0.001%
7/9/2025 Procyon Advisors LLC946$230K0.0%-5.9%0.001%
7/9/2025 Baron Wealth Management LLC1,173$285K0.1%+24.1%0.001%
7/9/2025 Czech National Bank28,712$6.98M0.1%+6.8%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB1,110$270K0.0%+112.2%0.001%
7/8/2025 Ransom Advisory Ltd224$54K0.0%-19.7%0.000%
7/8/2025 Webster Bank N. A.273$66K0.0%-36.2%0.000%
7/8/2025 NBC Securities Inc.5,966$1.45M0.1%+2.9%0.005%
7/8/2025 Gallacher Capital Management LLC1,043$253K0.1%N/A0.001%
7/7/2025 Zevenbergen Capital Investments LLC23,045$5.60M0.1%-20.0%0.020%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.15,523$3.77M0.5%+14.4%0.013%
7/7/2025 Douglas Lane & Associates LLC60,735$14.76M0.2%-2.8%0.052%
7/3/2025 Trust Co of the South895$218K0.0%N/A0.001%
7/2/2025 Central Pacific Bank Trust Division215$52K0.0%+31.1%0.000%
7/1/2025 Confluence Investment Management LLC597,545$145.22M2.1%-2.0%0.509%
6/26/2025AG2R LA Mondiale Gestion D Actifs4,793$1.16M0.1%N/A0.004%
6/23/2025 Swedbank AB26,915$6.53M0.0%+6.3%0.023%
6/18/2025Voya Investment Management LLC66,026$16.01M0.0%-38.2%0.056%
6/6/2025Bontempo Ohly Capital Mgmt LLC18,788$4.56M2.2%N/A0.016%
6/2/2025Modern Wealth Management LLC13,974$3.39M0.1%+2.4%0.012%
5/28/2025Strs Ohio45,500$11.03M0.0%N/A0.039%
5/27/2025Jacobi Capital Management LLC2,776$673K0.0%+4.6%0.002%
5/27/2025Advisors Capital Management LLC1,271$308K0.0%-11.7%0.001%
5/22/2025WBI Investments LLC1,511$366K0.1%-78.0%0.001%
5/21/2025McAdam LLC881$214K0.0%-7.4%0.001%
5/21/2025Acadian Asset Management LLC2,544$616K0.0%+480.8%0.002%
5/21/2025Geneos Wealth Management Inc.1,845$447K0.0%+17.1%0.002%
5/20/2025Intech Investment Management LLC33,171$8.04M0.1%-2.9%0.028%
5/20/2025Focus Partners Wealth153,027$37.17M0.1%-2.4%0.130%
5/20/2025 Ransom Advisory Ltd279$68K0.0%N/A0.000%
5/19/2025Advisory Alpha LLC884$214K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,076,761$261.07M0.1%+3.2%0.917%
5/19/2025Optimize Financial Inc1,544$374K0.1%-3.7%0.001%
5/16/2025Woodline Partners LP9,886$2.40M0.0%+6.9%0.008%
5/16/2025American Trust10,639$2.58M0.6%+0.7%0.009%
5/16/2025Empowered Funds LLC3,957$959K0.0%+41.5%0.003%
5/16/2025Logan Capital Management Inc.12,148$2.95M0.1%-4.3%0.010%
5/16/2025Dean Capital Management6,959$1.69M0.7%+2.5%0.006%
5/16/2025Ascent Group LLC1,234$299K0.0%N/A0.001%
5/16/2025MBB Public Markets I LLC1,401$340K0.0%N/A0.001%
5/16/2025United Services Automobile Association2,405$571K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.1,935$469K0.0%+13.8%0.002%
5/16/2025Great Lakes Advisors LLC4,752$1.15M0.0%-83.4%0.004%
5/16/2025Caxton Associates LLP6,116$1.48M0.1%N/A0.005%
5/16/2025Voleon Capital Management LP 11,243$2.73M0.2%+343.3%0.010%
5/16/2025Goldman Sachs Group Inc.726,591$176.17M0.0%-13.4%0.619%
5/16/2025Kestra Investment Management LLC620$150K0.0%+22.0%0.001%
5/16/2025Resources Management Corp CT ADV1,325$321K0.0%-7.0%0.001%
5/16/2025Jones Financial Companies Lllp949,657$230.25M0.2%+28,222.6%0.808%
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5/16/2025Teza Capital Management LLC1,487$361K0.2%N/A0.001%
5/16/2025USS Investment Management Ltd20,047$4.86M0.0%+2.8%0.017%
5/16/2025UniSuper Management Pty Ltd12,337$2.99M0.0%+3.4%0.011%
5/16/2025Nissay Asset Management Corp Japan ADV14,278$3.46M0.0%+1.2%0.012%
5/16/2025NewEdge Advisors LLC19,836$4.81M0.0%+5.0%0.017%
5/16/2025Millennium Management LLC129,466$31.39M0.0%-66.3%0.110%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,523$5.46M0.0%-12.3%0.019%
5/16/2025Integrated Wealth Concepts LLC30,373$7.36M0.1%+2.8%0.026%
5/16/2025Hall Laurie J Trustee1,700$412K0.1%-24.4%0.001%
5/16/2025Curi RMB Capital LLC828$201K0.0%-12.1%0.001%
(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, 1,079 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($3.57B), BlackRock Inc. ($1.59B), State Street Corp ($1.12B), Morgan Stanley ($1.07B), Price T Rowe Associates Inc. MD ($863.28M), Janus Henderson Group PLC ($719.16M), and Geode Capital Management LLC ($684.97M).Learn more on Broadridge Financial Solutions' 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 916 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 ($991.23K), Capital International Investors ($951.69K), Jones Financial Companies Lllp ($947.14K), Ameriprise Financial Inc. ($886.30K), and Norges Bank ($801.42K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 13,903,809 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

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

Of the 478 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: APG Asset Management N.V. ($1.16M), Capital International Investors ($821.20K), Millennium Management LLC ($639.72K), T. Rowe Price Investment Management Inc. ($421.11K), Jensen Investment Management Inc. ($390.27K), Aberdeen Group plc ($379.25K), and JPMorgan Chase & Co. ($335.67K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 8,946,529 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.



This page (NYSE:BR) was last updated on 7/16/2025 by MarketBeat.com Staff
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