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