BR — Broadridge Finl Solutions In Institutional Holders · Q3 2026

Name: Who Owns BR? 44 Institutions Hold $221M (Q3 2026)
Creator: ko.io

Who owns Broadridge Finl Solutions In (BR)? 44 institutions reported holding $220.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($81.8M), Hamlin Capital Management, LLC ($53.6M), Fenimore Asset Management Inc ($38.2M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$81.8M	508,021	Trimmed
2	Hamlin Capital Management, LLC	$53.6M	332,572	New
3	Fenimore Asset Management Inc	$38.2M	236,910	Trimmed
4	Bath Savings Trust Co	$12.4M	76,815	Trimmed
5	Douglas Lane & Associates, LLC	$9.0M	55,991	Trimmed
6	HALL LAURIE J TRUSTEE	$5.4M	33,760	Trimmed
7	Mn Services Vermogensbeheer B.V.	$5.4M	33,706	Hold
8	Bell Asset Management Ltd	$2.8M	17,180	Trimmed
9	TILIA FIDUCIARY PARTNERS, INC.	$2.4M	15,089	Added
10	GAMMA Investing LLC	$1.8M	10,871	Added
11	Farther Finance Advisors, LLC	$1.1M	6,532	Trimmed
12	Investors Research Corp	$1.0M	6,350	Trimmed
13	PFW Advisors LLC	$1.0M	6,257	Added
14	Bullock Wealth Management Group	$687,786	4,268	Trimmed
15	Paladin Partners, LLC	$496,188	3,080	Hold
16	Wedmont Private Capital	$481,603	2,915	Added
17	EASTERN BANK	$433,842	2,693	Added
18	ROCKLAND TRUST CO	$373,752	2,320	Added
19	Exchange Bank	$362,475	2,250	Hold
20	CX Institutional	$333,000	2,069	Added
21	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$289,175	1,795	Trimmed
22	CONGRESS ASSET MANAGEMENT CO	$270,487	1,679	Trimmed
23	Apella Capital, LLC	$264,849	1,654	Added
24	Atlas Brown,Inc.	$219,257	1,361	New
25	MassMutual Private Wealth & Trust, FSB	$172,538	1,071	Added

Source: SEC Form 13F filings · as of 2026-09-30