Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?
Broadridge Financial Solutions Ownership Summary
Broadridge Financial Solutions is owned by 88.80% institutional investors, 0.68% insiders, and 10.52% retail investors. Vanguard group is the largest institutional shareholder, holding 12.23% of BR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Broadridge Financial Solutions shares.
BR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Broadridge Financial Solutions | 88.80% | 0.68% | 10.52% |
Sector | Technology Stocks | 54.56% | 11.38% | 34.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 14.29M | 12.23% | $3.23B |
Blackrock funding, inc. /de | 10.53M | 9.01% | $2.38B |
Blackrock | 10.13M | 8.60% | $1.99B |
Morgan stanley | 5.72M | 4.85% | $1.13B |
State street | 5.13M | 4.36% | $1.01B |
Price t rowe associates inc /md/ | 4.02M | 3.41% | $792.49M |
Apg asset management | 3.99M | 3.39% | $733.95M |
Capital investors | 3.40M | 2.88% | $669.31M |
Janus henderson group | 3.29M | 2.79% | $647.78M |
Geode capital management | 3.04M | 2.60% | $684.97M |
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 | 4.98% | $9.22M |
Veritas investment partners (uk) | 1.07M | 4.33% | $241.83M |
Crown oak advisors | 36.38K | 4.23% | $8.22M |
Kelly lawrence w & associates inc/ca | 75.99K | 3.41% | $14.97M |
Jensen investment management | 1.62M | 3.32% | $366.76M |
Palmer knight | 30.93K | 3.13% | $6.99M |
Walter public investments | 74.46K | 3.01% | $16.84M |
Mcrae capital management | 61.59K | 2.73% | $13.92M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 472.84K | 0.01% | 472.84K |
Raymond james financial | 462.05K | 0.04% | 462.05K |
Blackrock | 10.13M | 0.05% | 403.42K |
Ci private wealth | 437.17K | 0.16% | 392.69K |
Capital investors | 3.40M | 0.14% | 334.13K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 137.49K | 0.01% | -385.43K |
Morgan stanley | 5.72M | 0.09% | -300.60K |
Qube research | 4.60K | 0.00% | -275.00K |
Man group | 138.01K | 0.07% | -267.10K |
Premier fund managers | - | - | -200.00K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 472.84K | 0.01% | 472.84K | $106.90M |
Raymond james financial | 462.05K | 0.04% | 462.05K | $104.47M |
Proficio capital partners | 114.00K | 0.01% | 114.00K | $114.00K |
Worldquant millennium advisors | 66.18K | 0.12% | 66.18K | $13.04M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 33.84K | 0.08% | 33.84K | $6.67M |
Sold Out
Holder | Change |
---|---|
Householder group estate & retirement specialist | -2.00 |
Peak6 investments | -3.00 |
Td capital management | -3.00 |
Claris advisors, llc / mo / | -5.00 |
West paces advisors | -11.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 1,001 | 7.40% | 103,808,442 | -1.91% | 88 | 1.10% | 484 | 8.28% | 343 | 6.19% |
Jun 30, 2024 | 919 | -3.06% | 105,013,999 | 0.01% | 89 | 1.12% | 438 | -4.58% | 319 | -2.15% |
Mar 31, 2024 | 948 | 2.82% | 105,005,728 | -1.71% | 89 | 1.08% | 459 | 10.60% | 326 | -7.65% |
Dec 31, 2023 | 922 | 7.71% | 106,835,938 | 2.05% | 90 | 1.15% | 415 | 10.96% | 353 | 9.29% |
Sep 30, 2023 | 856 | 4.39% | 104,685,675 | -0.92% | 88 | 1.10% | 374 | -2.09% | 323 | 22.35% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 3.66M | 3.13% | -14.04K |
Vanguard Institutional 500 Index Trust | 3.17M | 2.71% | 27.79K |
Vanguard Mid Cap Index Institutional | 2.51M | 2.15% | 24.26K |
Janus Henderson Enterprise D | 1.78M | 1.53% | - |
Janus Inst Mid Cap Growth CF | 1.78M | 1.53% | - |
MS INVF Global Brands A USD | 1.54M | 1.32% | -30.23K |
MS INVF Global Brands A | 1.47M | 1.26% | -22.10K |
Morgan Stanley Glbl Franchise | 1.47M | 1.26% | -70.87K |
Fidelity 500 Index | 1.45M | 1.24% | 8.86K |
SPDR® S&P 500® ETF Trust | 1.43M | 1.23% | -6.42K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 06, 2025 | KELLER BRETT | - | Sell | $450.99K |
Feb 06, 2025 | KELLER BRETT | - | Sell | $857.27K |
Feb 04, 2025 | Matlin Laura | CVP, Deputy GC and CCO | Sell | $124.18K |
Dec 03, 2024 | Carey Thomas P | Corporate VP | Sell | $576.27K |
Dec 03, 2024 | Carey Thomas P | Corporate VP | Sell | $3.04M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 3 |
2024 Q4 | - | - |
2024 Q3 | - | 14 |
2024 Q2 | - | 2 |
2024 Q1 | - | 4 |
BR Ownership FAQ
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