Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?
Broadridge Financial Solutions Ownership Summary
Broadridge Financial Solutions is owned by 70.93% institutional investors, 0.46% insiders, and 28.60% retail investors. Vanguard group is the largest institutional shareholder, holding 12.89% of BR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.17% of its assets in Broadridge Financial Solutions shares.
BR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Broadridge Financial Solutions | 70.93% | 0.46% | 28.60% |
| Sector | Technology Stocks | 35.30% | 13.07% | 51.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 15.05M | 12.89% | $3.36B |
| Blackrock funding, inc. /de | 10.52M | 9.01% | $2.35B |
| Blackrock | 10.13M | 8.60% | $1.99B |
| State street | 5.62M | 4.79% | $1.34B |
| Morgan stanley | 4.07M | 3.49% | $908.79M |
| Alliancebernstein | 3.69M | 3.14% | $879.02M |
| Price t rowe associates inc /md/ | 3.59M | 3.06% | $854.45M |
| Geode capital management | 3.35M | 2.87% | $746.06M |
| Janus henderson group | 3.18M | 2.72% | $719.16M |
| Barclays | 2.01M | 1.72% | $448.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 1623 capital | 61.60K | 7.01% | $12.14M |
| Ensemble capital management | 444.74K | 6.82% | $87.61M |
| Santa monica partners lp | 40.79K | 5.70% | $9.72M |
| Veritas investment partners (uk) | 1.09M | 5.11% | $242.22M |
| Crown oak advisors | 37.62K | 3.98% | $8.40M |
| Kelly lawrence w & associates inc/ca | 61.54K | 3.55% | $14.66M |
| Palmer knight | 24.57K | 2.88% | $5.48M |
| Jensen investment management | 769.45K | 2.70% | $171.72M |
| Boston financial mangement | 387.85K | 2.65% | $87.69M |
| Walter public investments | 65.57K | 2.59% | $14.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 3.69M | 0.28% | 3.22M |
| Norges bank | 1.55M | 0.04% | 1.55M |
| Van eck associates | 700.54K | 0.15% | 679.49K |
| Jpmorgan chase | 1.40M | 0.02% | 485.30K |
| Blackrock | 10.13M | 0.05% | 403.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 951.80K | 0.14% | -1.31M |
| Apg asset management | 884.26K | 0.48% | -610.13K |
| Morgan stanley | 4.07M | 0.05% | -432.35K |
| Jensen investment management | 769.45K | 2.70% | -330.40K |
| Franklin resources | 417.19K | 0.02% | -258.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.55M | 0.04% | 1.55M | $346.30M |
| Rakuten investment management | 174.81K | 0.06% | 174.81K | $16.96M |
| Tandem investment advisors | 151.58K | 1.26% | 151.58K | $33.83M |
| Axa investment managers | 144.94K | 0.09% | 144.94K | $34.52M |
| Varma mutual pension insurance | 65.90K | 0.09% | 65.90K | $14.71M |
Sold Out
| Holder | Change |
|---|---|
| Bellwether advisors | -1.00 |
| Greenline partners | -1.00 |
| Sugar maple asset management | -2.00 |
| Householder group estate & retirement specialist | -2.00 |
| Avalon trust | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 948 | -14.82% | 82,851,152 | -21.49% | 70 | 0.88% | 385 | -20.94% | 380 | -3.06% |
| Sep 30, 2025 | 1,066 | -2.11% | 104,437,057 | 6.10% | 88 | 1.27% | 466 | -14.02% | 373 | 4.78% |
| Jun 30, 2025 | 1,087 | -1.81% | 105,292,292 | 0.67% | 89 | 1.13% | 541 | 4.64% | 357 | -10.97% |
| Mar 31, 2025 | 1,095 | 4.29% | 105,410,500 | 1.17% | 89 | 1.14% | 511 | -0.97% | 396 | 17.16% |
| Dec 31, 2024 | 578 | -42.83% | 27,980,164 | -73.07% | 23 | 0.30% | 276 | -43.44% | 177 | -49.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 3.71M | 3.17% | -32.96K |
| Vanguard Total Stock Mkt Idx Inv | 3.67M | 3.14% | 7.66K |
| Vanguard Institutional 500 Index Trust | 3.33M | 2.83% | 23.28K |
| Vanguard 500 Index Investor | 2.97M | 2.55% | 18.35K |
| Vanguard Mid Cap Index Institutional | 2.53M | 2.17% | -13.32K |
| AllianceBernstein US L/C Growth Eqty MF | 1.63M | 1.40% | - |
| MS INVF Global Brands A USD | 1.54M | 1.32% | -30.23K |
| iShares Core S&P 500 ETF | 1.49M | 1.27% | 263.15K |
| Fidelity 500 Index | 1.48M | 1.26% | -3.05K |
| SPDR® S&P 500 ETF | 1.46M | 1.24% | -21.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 06, 2026 | Duelks Robert N | - | Sell | $48.73K |
| Dec 03, 2025 | Carey Thomas P | Corporate VP | Sell | $263.64K |
| Dec 03, 2025 | Carey Thomas P | Corporate VP | Sell | $1.27M |
| Dec 03, 2025 | Carey Thomas P | Corporate VP | Sell | $806.06K |
| Nov 18, 2025 | PERRY CHRISTOPHER JOHN | President | Sell | $900.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 4 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 11 |
| 2025 Q1 | - | 13 |
BR Ownership FAQ
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