Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?
Broadridge Financial Solutions Ownership Summary
Broadridge Financial Solutions is owned by 88.96% institutional investors, 0.47% insiders, and 10.57% retail investors. Vanguard group is the largest institutional shareholder, holding 13.03% 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 | 88.96% | 0.47% | 10.57% |
| Sector | Technology Stocks | 50.63% | 12.54% | 36.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 15.30M | 13.03% | $3.64B |
| Blackrock funding, inc. /de | 10.41M | 8.87% | $2.48B |
| Blackrock | 10.13M | 8.60% | $1.99B |
| State street | 5.62M | 4.79% | $1.34B |
| Morgan stanley | 4.50M | 3.84% | $1.07B |
| Alliancebernstein | 3.69M | 3.14% | $879.02M |
| Price t rowe associates inc /md/ | 3.59M | 3.06% | $854.45M |
| Geode capital management | 3.34M | 2.85% | $793.05M |
| Janus henderson group | 3.18M | 2.72% | $719.16M |
| Barclays | 1.97M | 1.68% | $469.86M |
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) | 1.11M | 5.06% | $264.12M |
| Crown oak advisors | 38.09K | 4.38% | $9.26M |
| Kelly lawrence w & associates inc/ca | 61.54K | 3.55% | $14.66M |
| Palmer knight | 29.49K | 3.33% | $7.02M |
| Jensen investment management | 1.10M | 3.25% | $261.95M |
| Walter public investments | 70.67K | 2.77% | $16.83M |
| Mcrae capital management | 57.78K | 2.73% | $13.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 3.69M | 0.28% | 3.22M |
| Van eck associates | 700.54K | 0.15% | 679.49K |
| Norges bank | 472.84K | 0.01% | 472.84K |
| Blackrock | 10.13M | 0.05% | 403.42K |
| Jpmorgan chase | 918.70K | 0.01% | 292.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 951.80K | 0.14% | -1.31M |
| Capital investors | 887.93K | 0.03% | -618.11K |
| Morgan stanley | 4.50M | 0.07% | -556.40K |
| Ninety one uk | 2.68K | 0.00% | -255.35K |
| Ubs asset management americas | 1.09M | 0.06% | -224.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 472.84K | 0.01% | 472.84K | $106.90M |
| Rakuten investment management | 174.81K | 0.06% | 174.81K | $16.96M |
| Axa investment managers | 144.94K | 0.09% | 144.94K | $34.52M |
| Renaissance | 52.80K | 0.02% | 52.80K | $12.58M |
| First national bank of omaha | 52.71K | 0.79% | 52.71K | $12.55M |
Sold Out
| Holder | Change |
|---|---|
| Mowery & schoenfeld wealth management | -1.00 |
| Bellwether advisors | -1.00 |
| Greenline partners | -1.00 |
| Householder group estate & retirement specialist | -2.00 |
| Sugar maple asset management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 1,001 | 7.40% | 103,808,442 | -1.91% | 88 | 1.10% | 484 | 8.28% | 343 | 6.19% |
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 | 3.69M | 3.15% | -88.99K |
| Vanguard Institutional 500 Index Trust | 3.33M | 2.83% | 23.28K |
| Vanguard 500 Index Investor | 2.91M | 2.48% | -425.90K |
| Vanguard Mid Cap Index Institutional | 2.62M | 2.24% | 28.22K |
| Janus Henderson Enterprise D | 1.78M | 1.52% | - |
| Janus Inst Mid Cap Growth CF | 1.78M | 1.52% | - |
| MS INVF Global Brands A USD | 1.54M | 1.32% | -30.23K |
| Fidelity 500 Index | 1.49M | 1.27% | 638.00 |
| SPDR® S&P 500 ETF | 1.46M | 1.24% | -21.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2025 | PERRY CHRISTOPHER JOHN | President | Sell | $900.38K |
| Aug 25, 2025 | Gokey Timothy C | CEO | Sell | $1.47M |
| Aug 18, 2025 | Gokey Timothy C | CEO | Sell | $1.48M |
| Aug 14, 2025 | Gokey Timothy C | CEO | Sell | $21.95M |
| Aug 15, 2025 | Gokey Timothy C | CEO | Sell | $2.85M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 11 |
| 2025 Q1 | - | 13 |
| 2024 Q4 | - | - |
BR Ownership FAQ
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