Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?


OverviewForecastRevenueFinancialsChartTranscripts

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


TypeName% Inst% Insiders% Retail
StockBroadridge Financial Solutions70.93%0.46%28.60%
SectorTechnology Stocks 35.30%13.07%51.63%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group15.05M12.89%$3.36B
Blackrock funding, inc. /de10.52M9.01%$2.35B
Blackrock10.13M8.60%$1.99B
State street5.62M4.79%$1.34B
Morgan stanley4.07M3.49%$908.79M
Alliancebernstein3.69M3.14%$879.02M
Price t rowe associates inc /md/3.59M3.06%$854.45M
Geode capital management3.35M2.87%$746.06M
Janus henderson group3.18M2.72%$719.16M
Barclays2.01M1.72%$448.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
1623 capital61.60K7.01%$12.14M
Ensemble capital management444.74K6.82%$87.61M
Santa monica partners lp40.79K5.70%$9.72M
Veritas investment partners (uk)1.09M5.11%$242.22M
Crown oak advisors37.62K3.98%$8.40M
Kelly lawrence w & associates inc/ca61.54K3.55%$14.66M
Palmer knight24.57K2.88%$5.48M
Jensen investment management769.45K2.70%$171.72M
Boston financial mangement387.85K2.65%$87.69M
Walter public investments65.57K2.59%$14.63M

Top Buyers

HolderShares% AssetsChange
Alliancebernstein3.69M0.28%3.22M
Norges bank1.55M0.04%1.55M
Van eck associates700.54K0.15%679.49K
Jpmorgan chase1.40M0.02%485.30K
Blackrock10.13M0.05%403.42K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management951.80K0.14%-1.31M
Apg asset management884.26K0.48%-610.13K
Morgan stanley4.07M0.05%-432.35K
Jensen investment management769.45K2.70%-330.40K
Franklin resources417.19K0.02%-258.56K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.55M0.04%1.55M$346.30M
Rakuten investment management174.81K0.06%174.81K$16.96M
Tandem investment advisors151.58K1.26%151.58K$33.83M
Axa investment managers144.94K0.09%144.94K$34.52M
Varma mutual pension insurance65.90K0.09%65.90K$14.71M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025948-14.82%82,851,152-21.49%700.88%385-20.94%380-3.06%
Sep 30, 20251,066-2.11%104,437,0576.10%881.27%466-14.02%3734.78%
Jun 30, 20251,087-1.81%105,292,2920.67%891.13%5414.64%357-10.97%
Mar 31, 20251,0954.29%105,410,5001.17%891.14%511-0.97%39617.16%
Dec 31, 2024578-42.83%27,980,164-73.07%230.30%276-43.44%177-49.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF3.71M3.17%-32.96K
Vanguard Total Stock Mkt Idx Inv3.67M3.14%7.66K
Vanguard Institutional 500 Index Trust3.33M2.83%23.28K
Vanguard 500 Index Investor2.97M2.55%18.35K
Vanguard Mid Cap Index Institutional2.53M2.17%-13.32K
AllianceBernstein US L/C Growth Eqty MF1.63M1.40%-
MS INVF Global Brands A USD1.54M1.32%-30.23K
iShares Core S&P 500 ETF1.49M1.27%263.15K
Fidelity 500 Index1.48M1.26%-3.05K
SPDR® S&P 500 ETF1.46M1.24%-21.39K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 06, 2026Duelks Robert N-Sell$48.73K
Dec 03, 2025Carey Thomas P Corporate VPSell$263.64K
Dec 03, 2025Carey Thomas P Corporate VPSell$1.27M
Dec 03, 2025Carey Thomas P Corporate VPSell$806.06K
Nov 18, 2025PERRY CHRISTOPHER JOHN PresidentSell$900.38K

Insider Transactions Trends


DateBuySell
2026 Q1-1
2025 Q4-4
2025 Q3-6
2025 Q2-11
2025 Q1-13

BR Ownership FAQ


Who owns the most shares of Broadridge Financial Solutions?

Broadridge Financial Solutions’s largest shareholders are Vanguard group (15.05M shares, 12.89%), Blackrock funding, inc. /de (10.52M shares, 9.01%), and Blackrock (10.13M shares, 8.60%). Together, they hold 30.49% of Broadridge Financial Solutions’s total shares outstanding.

Does Blackrock own Broadridge Financial Solutions?

Yes, BlackRock owns 8.60% of Broadridge Financial Solutions, totaling 10.13M shares as of Jun 2024. This represents 0.05% of BlackRock's total assets, with a market value of 1.99B$. In the last quarter, BlackRock increased its holdings by 403.42K shares, a 4.15% change.

Who is Broadridge Financial Solutions’s biggest shareholder by percentage of total assets invested?

1623 capital is Broadridge Financial Solutions’s biggest shareholder by percentage of total assets invested, with 7.01% of its assets in 61.6K Broadridge Financial Solutions shares, valued at 12.14M$.

Who is the top mutual fund holder of Broadridge Financial Solutions shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Broadridge Financial Solutions shares, with 3.17% of its total shares outstanding invested in 3.71M Broadridge Financial Solutions shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools