BROADRIDGE FINANCIAL SOLUTIO (BR) Institutional Ownership Changes & 13F Activity

BROADRIDGE FINANCIAL SOLUTIO (BR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Raymond James Financial Inc, Hsbc Holdings Plc, Ep Wealth Advisors, Llc, and Mackenzie Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+511+4.0%13,268$2.96MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+2—2$446.00Q4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-59,351-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+6,003+98.7%12,088$2.70MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-27,497-58.3%19,649$4.39MQ4 2025Aug 18, 2026
Storebrand Asset Management AsSell-1,219-1.3%91,935$20.52MQ4 2025May 20, 2026
1015 Capital Partners, LlcBuy+12—12$2.68KQ4 2025May 11, 2026
Bucket List Wealth Management, LlcBuy+1,134—1,134$253.07KQ4 2025May 07, 2026
Vision Retirement, LlcBuy+50—50$11.16KQ4 2025May 07, 2026
Northavenue LlcBuy+229—229$51.11KQ4 2025Apr 02, 2026
Hsbc Holdings PlcBuy+227,063—227,063$50.73MQ4 2025Mar 06, 2026
Union Savings BankBuy+620—620$138.37KQ4 2025Mar 06, 2026
Gunpowder Capital Management, Llc Dba Oliver Wealth ManagementBuy+50—50$11.16KQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+2,116—2,116$473.68KQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+1,504—1,504$335.69KQ4 2025Mar 04, 2026
Arwa LlcBuy+5,482—5,482$1.22MQ4 2025Feb 27, 2026
Cross Staff Investments IncBuy+1,000—1,000$223.17KQ4 2025Feb 27, 2026
Strategic Investment Solutions, Inc.Buy+10—10$2.23KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+1,500—1,500$334.75KQ4 2025Feb 26, 2026
Midfirst BankBuy+608—608$135.69KQ4 2025Feb 25, 2026
Astoria Portfolio Advisors Llc.Buy+1,417—1,417$248.98KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+37—37$8.26KQ4 2025Feb 24, 2026
Mv Capital Management, Inc.Buy+3+1.0%297$66.28KQ4 2025Feb 23, 2026
Dean Capital ManagementBuy+7,595—7,595$1.69MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+91—91$20.35KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+473,957—473,957$104.67MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+5,569—5,569$1.24MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+376,527—376,527$84.03MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+103,831—103,831$23.17MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+95,331—95,331$21.43MQ4 2025Feb 18, 2026
Showing 30 of 1,089

Frequently asked questions about BR activity

  • Which institutional owners are buying BR?

    Institutional owners buying BR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BR activity?

    "Buy" means an investor increased their reported position in BR compared to the prior reporting period. This reflects growing exposure to BROADRIDGE FINANCIAL SOLUTIO (BR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BR increasing?

    Institutional interest in BR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

BR Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet