Broadridge Financial Solutions (BR) Institutional Ownership

$190.46
-10.90 (-5.41%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
541
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.83,923$17.19M0.0%+108.7%0.071%
5/8/2024Edmond DE Rothschild Holding S.A.882$181K0.0%N/A0.001%
5/8/2024Motley Fool Asset Management LLC47,579$9.75M0.3%-3.2%0.040%
5/8/2024Motley Fool Wealth Management LLC115,151$23.59M1.2%-2.2%0.098%
5/8/2024Bleakley Financial Group LLC12,088$2.48M0.1%-0.6%0.010%
5/8/2024Heritage Wealth Advisors2,130$436K0.0%-6.2%0.002%
5/8/2024ProShare Advisors LLC54,387$11.14M0.0%+2.0%0.046%
5/8/2024US Bancorp DE52,976$10.85M0.0%+0.5%0.045%
5/8/2024Russell Investments Group Ltd.57,833$11.84M0.0%-20.1%0.049%
5/8/2024 QRG Capital Management Inc.7,009$1.44M0.0%+72.7%0.006%
5/8/2024 Headlands Technologies LLC1,269$260K0.1%N/A0.001%
5/8/2024 Donoghue Forlines LLC10,870$2.23M0.6%+8.4%0.009%
5/7/2024 Meeder Asset Management Inc.5,749$1.18M0.1%N/A0.005%
5/7/2024 Sei Investments Co.19,637$4.02M0.0%+4.1%0.017%
5/7/2024 Concurrent Investment Advisors LLC8,105$1.66M0.1%+4.8%0.007%
5/7/2024 Nixon Peabody Trust Co.1,928$395K0.0%+28.5%0.002%
5/7/2024 Anchor Capital Advisors LLC206,291$42.26M1.1%-36.2%0.175%
5/7/2024Susquehanna Fundamental Investments LLC6,730$1.38M0.1%N/A0.006%
5/7/2024 Tectonic Advisors LLC1,623$332K0.0%+8.9%0.001%
5/7/2024 Swiss National Bank352,300$72.17M0.1%-4.6%0.299%
5/7/2024 Forsta AP Fonden64,700$13.25M0.1%+22.1%0.055%
5/7/2024 Zevenbergen Capital Investments LLC40,000$8.19M0.2%-7.0%0.034%
5/7/2024 Oppenheimer Asset Management Inc.10,463$2.14M0.0%-15.5%0.009%
5/7/2024 Oppenheimer & Co. Inc.4,790$981K0.0%N/A0.004%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,790$367K0.0%-4.4%0.002%
5/7/2024 SG Americas Securities LLC54,430$11.15M0.1%+664.3%0.046%
5/7/2024 Empowered Funds LLC1,922$394K0.0%+32.4%0.002%
5/6/2024 Quantbot Technologies LP3,129$641K0.0%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.28,144$5.77M0.0%+39.7%0.024%
5/6/2024 Empirical Finance LLC4,130$846K0.1%+3.6%0.004%
5/6/2024 MGB Wealth Management LLC3,455$708K0.3%+10.2%0.003%
5/6/2024 Advisory Services Network LLC16,033$3.29M0.1%-1.4%0.014%
5/6/2024 Oxbow Advisors LLC6,806$1.39M0.2%-3.7%0.006%
5/6/2024 Texas Permanent School Fund Corp24,340$4.99M0.0%+0.2%0.021%
5/4/2024 Geneva Capital Management LLC121,198$24.83M0.4%-1.9%0.103%
5/4/2024 McClarren Financial Advisors Inc.205$42K0.0%+73.7%0.000%
5/4/2024 Geneos Wealth Management Inc.293$60K0.0%-98.8%0.000%
5/4/2024 WBI Investments LLC10,828$2.22M0.5%N/A0.009%
5/3/2024 Chevy Chase Trust Holdings LLC65,220$13.36M0.0%-0.8%0.055%
5/3/2024 Commerce Bank47,855$9.80M0.1%-1.4%0.041%
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5/3/2024 BI Asset Management Fondsmaeglerselskab A S10,552$2.16M0.0%+126.0%0.009%
5/3/2024 Central Pacific Bank Trust Division2,127$432K0.1%N/A0.002%
5/3/2024 Patron Partners LLC1,050$215K0.1%-4.9%0.001%
5/2/2024 Suncoast Equity Management23,066$4.73M0.6%+6.1%0.020%
5/2/2024 First Command Advisory Services Inc.407$83K0.0%+114.2%0.000%
5/2/2024 Mutual of America Capital Management LLC15,447$3.16M0.0%-1.9%0.013%
5/2/2024 Daiwa Securities Group Inc.17,924$3.67M0.0%+15.6%0.015%
5/2/2024 Nordea Investment Management AB85,021$17.43M0.0%-0.4%0.072%
5/2/2024 Bryn Mawr Capital Management LLC19,998$4.10M0.2%-0.3%0.017%
5/2/2024 Fidelis Capital Partners LLC453$93K0.0%N/A0.000%
5/2/2024 Tobam2,066$423K0.0%+257.4%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.3,712$760K0.0%+13.3%0.003%
5/1/2024 Janney Montgomery Scott LLC14,044$2.88M0.0%-16.0%0.012%
5/1/2024 BNP Paribas Financial Markets101,862$20.87M0.0%+63.0%0.086%
5/1/2024 CWS Financial Advisors LLC1,286$263K0.1%-73.8%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.19,710$4.04M0.0%+2.6%0.017%
5/1/2024 Wambolt & Associates LLC2,806$570K0.2%-47.1%0.002%
4/30/2024 Private Advisor Group LLC3,984$816K0.0%-7.9%0.003%
4/30/2024 Retirement Systems of Alabama25,994$5.33M0.0%+0.3%0.022%
4/30/2024 Norden Group LLC1,397$286K0.0%N/A0.001%
4/30/2024 HB Wealth Management LLC1,714$351K0.0%+4.4%0.001%
4/30/2024 SpiderRock Advisors LLC3,439$686K0.0%N/A0.003%
4/30/2024Concord Wealth Partners391$80K0.0%+119.7%0.000%
4/30/2024 Caprock Group LLC1,727$355K0.0%-17.1%0.001%
4/30/2024 Naples Global Advisors LLC7,060$1.45M0.1%+1.4%0.006%
4/30/2024 Perigon Wealth Management LLC1,093$224K0.0%N/A0.001%
4/30/2024 Hutchens & Kramer Investment Management Group LLC1,193$242K0.1%+4.5%0.001%
4/30/2024 Claret Asset Management Corp1,100$225K0.0%-5.7%0.001%
4/29/2024Commonwealth Equity Services LLC31,979$6.55M0.0%+2.8%0.027%
4/29/2024 Greenleaf Trust10,079$2.07M0.0%-61.1%0.009%
4/29/2024 Principal Financial Group Inc.144,494$29.60M0.0%+1.6%0.123%
4/29/2024 Benjamin Edwards Inc.6,284$1.29M0.3%+4.0%0.005%
4/29/2024 Crew Capital Management Ltd.3,971$813K0.7%N/A0.003%
4/29/2024 Benjamin F. Edwards & Company Inc.137,484$28.17M0.5%+3.5%0.117%
4/29/2024 Mn Services Vermogensbeheer B.V.47,630$9.76M0.1%-14.7%0.040%
4/29/2024 Marks Group Wealth Management Inc41,590$8.52M0.9%-2.6%0.035%
4/27/2024 McCollum Christoferson Group LLC40,581$8.31M2.4%-1.5%0.034%
4/26/2024 Pinnacle Associates Ltd.9,758$2.00M0.0%-2.9%0.008%
4/26/2024 Trueblood Wealth Management LLC6,771$1.39M0.8%-2.9%0.006%
4/26/2024 Securian Asset Management Inc.6,857$1.41M0.0%-8.2%0.006%
4/26/2024 UMB Bank n.a.830$170K0.0%-8.5%0.001%
4/26/2024 LifeSteps Financial Inc.155$32K0.0%N/A0.000%
4/26/2024 Yousif Capital Management LLC18,799$3.85M0.0%+16.8%0.016%
4/26/2024 MONECO Advisors LLC1,329$272K0.0%+10.8%0.001%
4/26/2024 Davies Financial Advisors Inc.1,119$229K0.2%N/A0.001%
4/25/2024 Alta Capital Management LLC89,165$18.27M1.1%-2.6%0.076%
4/25/2024 New York State Teachers Retirement System101,522$20.80M0.0%-5.1%0.086%
4/25/2024 Bank of New York Mellon Corp911,234$186.68M0.0%-2.8%0.774%
4/25/2024 Strategy Asset Managers LLC4,504$923K0.2%+161.7%0.004%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 123,899$25.38M0.1%+5.8%0.105%
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4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund29,142$5.97M0.1%+1.4%0.025%
4/25/2024 Smallwood Wealth Investment Management LLC3,114$638K0.5%N/A0.003%
4/25/2024 Summit Financial LLC3,790$779K0.0%-4.0%0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.13,653$2.80M0.0%+11.9%0.012%
4/24/2024 Pegasus Partners Ltd.6,184$1.27M0.1%-4.4%0.005%
4/24/2024 Simplicity Wealth LLC15,897$3.26M0.1%+577.0%0.013%
4/24/2024 Assenagon Asset Management S.A.48,130$9.86M0.0%-48.4%0.041%
4/23/2024 BSW Wealth Partners1,479$303K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC1,700$348K0.0%-9.1%0.001%
4/23/2024 Louisiana State Employees Retirement System6,900$1.41M0.0%-2.8%0.006%
(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, 864 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), Morgan Stanley ($1.07B), State Street Corp ($775.19M), Capital International Investors ($628.37M), and Baillie Gifford & Co. ($576.81M).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 746 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), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.16M), Capital International Investors ($943.72K), Confluence Investment Management LLC ($721.13K), TD Asset Management Inc. ($647.36K), Parnassus Investments LLC ($521.24K), and Envestnet Asset Management Inc. ($469.90K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 19,051,239 shares in the last 24 months. This purchase volume represents approximately $3.15B in transactions.

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

Of the 523 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: Baillie Gifford & Co. ($960.66K), Morgan Stanley ($948.49K), Price T Rowe Associates Inc. MD ($935.38K), Capital International Investors ($845.50K), BlackRock Inc. ($795.17K), Caisse DE Depot ET Placement DU Quebec ($701.18K), and Parnassus Investments LLC ($664.77K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 15,286,076 shares in the last 24 months. This volume of shares sold represents approximately $2.48B in transactions.


This page (NYSE:BR) was last updated on 5/8/2024 by MarketBeat.com Staff

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