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ETF Holdings Breakdown of BR

Stock NameBroadridge Financial Solutions Inc
TickerBR(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS11133T1034
LEI549300KZDJZQ2YIHRC28

BR institutional holdings

The following institutional investment holdings of BR have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-26 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 277,143USD 65,405,748
2025-09-26 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 277,143USD 65,405,748
2025-09-26 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 277,143USD 65,405,748
2025-09-26 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 164,693USD 38,867,548
2025-09-26 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 164,693USD 38,867,548
2025-09-26 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 164,693 -0.6%USD 38,867,548 -0.2%
2025-09-26 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 164,693USD 38,867,548
2025-09-26 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 100,451USD 23,706,436
2025-09-26 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 41,719USD 9,845,684
2025-09-26 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 32,956USD 7,777,616
2025-09-26 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 32,956USD 7,777,616 0.5%
2025-09-26 IE00BYX2JD69 (iShares MSCI World SRI UCITS ETF) 63,420USD 14,967,120
2025-09-26 IE00BMZ17T93 (iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) GBP) 63,420USD 14,967,120
2025-09-26 IE00BMZ17X30 (iShares MSCI World SRI UCITS ETF USD Hedged (Dist)) 63,420USD 14,967,120
2025-09-26 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 36,192USD 8,541,312
2025-09-26 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 36,192USD 8,541,312
2025-09-26 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 36,192 1.0%USD 8,541,312 1.4%
2025-09-26 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 11,616USD 2,741,376
2025-09-26 IE00BYVJRR92 (iShares MSCI USA SRI UCITS ETF USD (Acc)) 33,844USD 7,987,184
2025-09-26 IE00BZ173V67 (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) 33,844USD 7,987,184
2025-09-26 IE00BZ173T46 (iShares MSCI USA SRI UCITS ETF USD (Dist)) 33,844USD 7,987,184
2025-09-26 IE00BMWPV470 (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)) 33,844 -0.1%USD 7,987,184 0.3%
2025-09-26 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 19,101USD 3,855,488
2025-09-26 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 40,929USD 9,659,244
2025-09-26 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 40,929USD 9,659,244
2025-09-26 IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF) 20,828USD 4,915,408 0.5%
2025-09-26 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 8,842USD 2,086,712
2025-09-26 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 8,842USD 2,086,712
2025-09-26 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 36,217USD 8,547,212
2025-09-26 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 36,217USD 8,547,212
2025-09-26 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 7,529USD 1,519,709
2025-09-26 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 4,916USD 1,160,176 0.5%
2025-09-26 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 2,396USD 565,456
2025-09-26 IE00BYZK4883 (iShares Digitalisation UCITS Acc) 55,993USD 13,214,348
2025-09-26 IE00BKVL7778 (iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD (Acc)) 16,012USD 3,778,832
2025-09-26 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)) 6,891USD 1,626,276
2025-09-26 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 6,891USD 1,626,276
2025-09-26 IE00BKM4H312 (iShares MSCI USA Dividend IQ UCITS) 14,321USD 3,379,756
2025-09-26 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 2,780USD 489,557 0.1%
2025-09-26 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 2,194USD 517,784
2025-09-26 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 2,119USD 500,084
2025-09-26 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 2,119USD 500,084
2025-09-26 IE00BKVL7331 (iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF USD (Acc)) 5,692USD 1,343,312
2025-09-26 IE00B4LN9N13 (iShares S&P 500 Industrials Sector UCITS ETF USD (Acc)) 11,812USD 2,787,632
2025-09-26 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 731USD 128,729
2025-09-26 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 1,692USD 399,312
2025-09-26 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 4,097USD 966,892
2025-09-26 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 1,568USD 370,048 0.5%
2025-09-26 IE00013A2XD6 (iShares MSCI ACWI SRI UCITS ETF USD(Dist)) 662USD 156,232
2025-09-26 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 66USD 15,576
2025-09-26 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 66USD 15,576
2025-09-26 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 62USD 14,632
2025-09-26 IE00BJ5JP659 (iShares MSCI World Industrials Sector ESG UCITS ETF) 4,044USD 954,384
Total =2,510,669 USD 591,398,091
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with BR

YieldBoost Broadridge Financial Solutions From 1.6% To 9.3% Using Options
Shareholders of Broadridge Financial Solutions (Symbol: BR) looking to boost their income beyond the stock's 1.6% annualized dividend yield can sell the March 2026 covered call at the $260 strike and collect the premium based on the $9.50 bid, which annualizes to an additional 7 - 2025-09-18 12:43:45
Brokerages Set Broadridge Financial Solutions, Inc. (NYSE:BR) PT at $261.50
Broadridge Financial Solutions, Inc. (NYSE:BR – Get Free Report) has earned a consensus rating of “Hold” from the seven brokerages that are currently covering the company, MarketBeat reports. Five analysts have rated the stock with a hold rating and two have given a buy rating to the company. The average 12 month price target among […] - 2025-09-01 03:14:48
Broadridge Financial Solutions, Inc. (NYSE:BR) CEO Sells $2,852,190.00 in Stock
Broadridge Financial Solutions, Inc. (NYSE:BR – Get Free Report) CEO Timothy C. Gokey sold 11,000 shares of the stock in a transaction on Friday, August 15th. The stock was sold at an average price of $259.29, for a total transaction of $2,852,190.00. Following the transaction, the chief executive officer directly owned 154,634 shares in the […] - 2025-08-18 05:55:10
Insider Selling: Broadridge Financial Solutions, Inc. (NYSE:BR) CEO Sells 39,251 Shares of Stock
Broadridge Financial Solutions, Inc. (NYSE:BR – Get Free Report) CEO Timothy C. Gokey sold 39,251 shares of the business’s stock in a transaction that occurred on Wednesday, August 13th. The shares were sold at an average price of $262.46, for a total transaction of $10,301,817.46. Following the transaction, the chief executive officer owned 150,374 shares […] - 2025-08-18 05:55:03
Broadridge Financial Solutions (NYSE:BR) Sets New 52-Week High on Earnings Beat
Broadridge Financial Solutions, Inc. (NYSE:BR – Get Free Report) reached a new 52-week high during trading on Tuesday following a better than expected earnings announcement. The company traded as high as $269.14 and last traded at $261.48, with a volume of 386338 shares trading hands. The stock had previously closed at $248.46. The business services […] - 2025-08-06 03:11:00
Mutual of America Capital Management LLC Sells 395 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Mutual of America Capital Management LLC decreased its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 13,610 shares of the business services provider’s stock after selling 395 shares during the period. Mutual […] - 2025-07-18 05:16:49
Cerity Partners LLC Grows Stock Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
Cerity Partners LLC boosted its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 0.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,519 shares of the business services provider’s stock after acquiring an additional 61 shares during the […] - 2025-07-17 05:08:55
Alps Advisors Inc. Has $378,000 Stake in Broadridge Financial Solutions, Inc. (NYSE:BR)
Alps Advisors Inc. trimmed its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 7.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,557 shares of the business services provider’s stock after selling 130 shares during the quarter. Alps […] - 2025-07-16 05:21:07
World Investment Advisors Acquires New Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
World Investment Advisors bought a new stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,950 shares of the business services provider’s stock, valued at approximately $473,000. A number […] - 2025-07-10 05:35:04
Mutual Advisors LLC Purchases 475 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Mutual Advisors LLC lifted its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 24.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,415 shares of the business services provider’s stock after acquiring an additional 475 shares during the quarter. Mutual […] - 2025-07-08 05:41:07
Broadridge Financial Solutions, Inc. (NYSE:BR) Shares Acquired by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC lifted its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 9.6% during the first quarter, HoldingsChannel reports. The firm owned 1,153 shares of the business services provider’s stock after purchasing an additional 101 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Broadridge Financial Solutions […] - 2025-07-04 04:42:48
KBC Group NV Sells 2,244 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
KBC Group NV trimmed its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 10.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,249 shares of the business services provider’s stock after selling 2,244 shares during the quarter. KBC […] - 2025-07-03 05:41:06
Diversified Trust Co Purchases Shares of 902 Broadridge Financial Solutions, Inc. (NYSE:BR)
Diversified Trust Co acquired a new stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 902 shares of the business services provider’s stock, valued at approximately $219,000. Other institutional investors also […] - 2025-07-02 05:23:07
Perigon Wealth Management LLC Grows Stock Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
Perigon Wealth Management LLC lifted its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 8.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,494 shares of the business services provider’s stock after purchasing an additional 119 shares during […] - 2025-07-01 05:09:09
Cambridge Investment Research Advisors Inc. Sells 271 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Cambridge Investment Research Advisors Inc. reduced its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 12,994 shares of the business services provider’s stock after selling 271 shares during the quarter. Cambridge Investment […] - 2025-06-30 06:44:51
Robeco Institutional Asset Management B.V. Boosts Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
Robeco Institutional Asset Management B.V. boosted its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 59,771 shares of the business services provider’s stock after buying an additional 1,396 shares during […] - 2025-06-29 05:26:54
Asset Management One Co. Ltd. Buys 1,559 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Asset Management One Co. Ltd. grew its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 3.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 53,528 shares of the business services provider’s stock after […] - 2025-06-27 05:21:06
Broadridge Financial Solutions, Inc. (NYSE:BR) Stake Decreased by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. cut its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,295 shares of the business services provider’s stock after selling 550 shares during […] - 2025-06-26 05:21:11
12,656 Shares in Broadridge Financial Solutions, Inc. (NYSE:BR) Bought by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC acquired a new position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 12,656 shares of the business services provider’s stock, valued at approximately $3,069,000. Other institutional investors and […] - 2025-06-25 05:01:00
Blue Trust Inc. Buys 151 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Blue Trust Inc. boosted its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 16.0% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,096 shares of the business services provider’s stock after purchasing an additional 151 shares during the period. Blue Trust Inc.’s holdings in Broadridge Financial Solutions were worth $266,000 at […] - 2025-06-24 05:50:50
State of Alaska Department of Revenue Grows Stake in Broadridge Financial Solutions, Inc. (NYSE:BR)
State of Alaska Department of Revenue lifted its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,731 shares of the business services provider’s stock after purchasing an […] - 2025-06-22 05:40:59
Brighton Jones LLC Cuts Stock Position in Broadridge Financial Solutions, Inc. (NYSE:BR)
Brighton Jones LLC lowered its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 10.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,291 shares of the business services provider’s stock after selling 274 shares during the quarter. Brighton Jones LLC’s holdings […] - 2025-06-17 05:41:00
Simon Quick Advisors LLC Purchases Shares of 953 Broadridge Financial Solutions, Inc. (NYSE:BR)
Simon Quick Advisors LLC purchased a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the first quarter, HoldingsChannel.com reports. The firm purchased 953 shares of the business services provider’s stock, valued at approximately $231,000. A number of other hedge funds also recently made changes to their positions in BR. Vanguard Group […] - 2025-06-16 04:58:49
Broadridge Financial Solutions, Inc. (NYSE:BR) Shares Sold by Harbor Capital Advisors Inc.
Harbor Capital Advisors Inc. lessened its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 49.3% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 4,842 shares of the business services provider’s stock after selling 4,702 shares during the period. Harbor Capital Advisors Inc.’s holdings in […] - 2025-06-13 06:58:51
Broadridge Financial Solutions, Inc. (NYSE:BR) Position Decreased by Yousif Capital Management LLC
Yousif Capital Management LLC cut its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 3.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,499 shares of the business services provider’s stock after selling 567 shares […] - 2025-06-13 04:56:49
UMB Bank n.a. Has $225,000 Stock Holdings in Broadridge Financial Solutions, Inc. (NYSE:BR)
UMB Bank n.a. reduced its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 15.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 926 shares of the business services provider’s stock after selling 171 shares during the period. UMB Bank n.a.’s […] - 2025-06-12 05:01:03
Miracle Mile Advisors LLC Trims Stake in Broadridge Financial Solutions, Inc. (NYSE:BR)
Miracle Mile Advisors LLC cut its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 4.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,314 shares of the business services provider’s stock after selling 119 shares during the […] - 2025-06-11 05:30:56
Wedmont Private Capital Purchases 606 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Wedmont Private Capital boosted its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 30.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,609 shares of the business services provider’s stock after purchasing an additional 606 shares during […] - 2025-06-10 07:04:47
Patriot Financial Group Insurance Agency LLC Sells 53 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
Patriot Financial Group Insurance Agency LLC decreased its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.4% during the 1st quarter, HoldingsChannel reports. The firm owned 2,131 shares of the business services provider’s stock after selling 53 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Broadridge Financial Solutions […] - 2025-06-10 05:34:51
Procyon Advisors LLC Decreases Holdings in Broadridge Financial Solutions, Inc. (NYSE:BR)
Procyon Advisors LLC trimmed its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 33.7% in the first quarter, Holdings Channel reports. The institutional investor owned 1,005 shares of the business services provider’s stock after selling 511 shares during the period. Procyon Advisors LLC’s holdings in Broadridge Financial Solutions were worth […] - 2025-06-10 05:03:02

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