Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?
Broadridge Financial Solutions Ownership Summary
Broadridge Financial Solutions is owned by 41.63% institutional investors, 0.47% insiders, and 57.90% retail investors. Vanguard group is the largest institutional shareholder, holding 12.89% of BR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in Broadridge Financial Solutions shares.
BR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Broadridge Financial Solutions | 41.63% | 0.47% | 57.90% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 15.05M | 12.89% | $3.36B |
| Blackrock funding, inc. /de | 11.01M | 9.42% | $1.79B |
| Blackrock | 10.13M | 8.60% | $1.99B |
| State street | 5.51M | 4.72% | $900.17M |
| Alliancebernstein | 3.71M | 3.18% | $828.74M |
| Geode capital management | 3.47M | 2.97% | $561.10M |
| Charles schwab investment management | 3.38M | 2.89% | $548.51M |
| Janus henderson group | 2.48M | 2.13% | $403.63M |
| Barclays | 2.10M | 1.80% | $341.04M |
| Morgan stanley | 2.03M | 1.73% | $329.25M |
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 |
| Veritas investment partners (uk) | 1.04M | 4.33% | $169.76M |
| Santa monica partners lp | 40.79K | 3.70% | $6.63M |
| Crown oak advisors | 38.41K | 3.13% | $6.24M |
| Jensen investment management | 855.78K | 2.74% | $139.05M |
| Boston financial mangement | 387.85K | 2.65% | $87.69M |
| Kelly lawrence w & associates inc/ca | 57.60K | 2.60% | $9.36M |
| Mcrae capital management | 62.77K | 2.12% | $10.20M |
| Cyrus j. lawrence | 45.80K | 2.00% | $10.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 3.38M | 0.08% | 2.67M |
| Norges bank | 1.55M | 0.04% | 1.55M |
| Aqr capital management | 1.62M | 0.12% | 1.28M |
| Goldman sachs group | 1.66M | 0.03% | 724.25K |
| Vanguard fiduciary trust | 672.01K | 0.03% | 672.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 2.03M | 0.02% | -2.05M |
| Price t rowe associates inc /md/ | 1.19M | 0.02% | -1.87M |
| Mitsubishi ufj kokusai asset management | 984.59K | 0.11% | -881.41K |
| Capital investors | 297.79K | 0.01% | -531.82K |
| Fayez sarofim | 380.87K | 0.16% | -523.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.55M | 0.04% | 1.55M | $346.30M |
| Vanguard fiduciary trust | 672.01K | 0.03% | 672.01K | $109.19M |
| Vanguard global advisers | 255.98K | 0.02% | 255.98K | $41.59M |
| Vanguard asset management | 232.15K | 0.03% | 232.15K | $37.72M |
| Axa investment managers | 144.94K | 0.09% | 144.94K | $34.52M |
Sold Out
| Holder | Change |
|---|---|
| Bellwether advisors | -1.00 |
| Davis capital management | -1.00 |
| Greenline partners | -1.00 |
| Sugar maple asset management | -2.00 |
| Householder group estate & retirement specialist | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 758 | -33.22% | 48,624,292 | -54.37% | 41 | 0.50% | 377 | -23.22% | 236 | -46.24% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.72M | 3.22% | 8.71K |
| Vanguard US Total Market Shares ETF | 3.71M | 3.17% | -32.96K |
| Vanguard Institutional 500 Index Trust | 3.33M | 2.83% | 23.28K |
| Vanguard 500 Index Investor | 3.03M | 2.62% | 54.02K |
| Schwab US Dividend Equity ETF™ | 2.70M | 2.33% | 2.30K |
| Vanguard Mid Cap Index Institutional | 2.53M | 2.19% | 6.68K |
| AllianceBernstein US L/C Growth Eqty MF | 1.61M | 1.39% | 1.59K |
| MS INVF Global Brands A USD | 1.54M | 1.32% | -30.23K |
| VanEck Morningstar Wide Moat | 1.54M | 1.32% | 204.52K |
| iShares Core S&P 500 ETF | 1.51M | 1.31% | 4.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2026 | Gokey Timothy C | CEO | Buy | $1.03M |
| 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 | $806.06K |
| Dec 03, 2025 | Carey Thomas P | Corporate VP | Sell | $1.27M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | 4 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 11 |
BR Ownership FAQ
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