Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?


OverviewForecastRevenueFinancialsChartTranscripts

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


TypeName% Inst% Insiders% Retail
StockBroadridge Financial Solutions41.63%0.47%57.90%
SectorTechnology Stocks 36.93%14.89%48.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group15.05M12.89%$3.36B
Blackrock funding, inc. /de11.01M9.42%$1.79B
Blackrock10.13M8.60%$1.99B
State street5.51M4.72%$900.17M
Alliancebernstein3.71M3.18%$828.74M
Geode capital management3.47M2.97%$561.10M
Charles schwab investment management3.38M2.89%$548.51M
Janus henderson group2.48M2.13%$403.63M
Barclays2.10M1.80%$341.04M
Morgan stanley2.03M1.73%$329.25M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
1623 capital61.60K7.01%$12.14M
Ensemble capital management444.74K6.82%$87.61M
Veritas investment partners (uk)1.04M4.33%$169.76M
Santa monica partners lp40.79K3.70%$6.63M
Crown oak advisors38.41K3.13%$6.24M
Jensen investment management855.78K2.74%$139.05M
Boston financial mangement387.85K2.65%$87.69M
Kelly lawrence w & associates inc/ca57.60K2.60%$9.36M
Mcrae capital management62.77K2.12%$10.20M
Cyrus j. lawrence45.80K2.00%$10.35M

Top Buyers

HolderShares% AssetsChange
Charles schwab investment management3.38M0.08%2.67M
Norges bank1.55M0.04%1.55M
Aqr capital management1.62M0.12%1.28M
Goldman sachs group1.66M0.03%724.25K
Vanguard fiduciary trust672.01K0.03%672.01K

Top Sellers

HolderShares% AssetsChange
Morgan stanley2.03M0.02%-2.05M
Price t rowe associates inc /md/1.19M0.02%-1.87M
Mitsubishi ufj kokusai asset management984.59K0.11%-881.41K
Capital investors297.79K0.01%-531.82K
Fayez sarofim380.87K0.16%-523.23K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.55M0.04%1.55M$346.30M
Vanguard fiduciary trust672.01K0.03%672.01K$109.19M
Vanguard global advisers255.98K0.02%255.98K$41.59M
Vanguard asset management232.15K0.03%232.15K$37.72M
Axa investment managers144.94K0.09%144.94K$34.52M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026758-33.22%48,624,292-54.37%410.50%377-23.22%236-46.24%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.72M3.22%8.71K
Vanguard US Total Market Shares ETF3.71M3.17%-32.96K
Vanguard Institutional 500 Index Trust3.33M2.83%23.28K
Vanguard 500 Index Investor3.03M2.62%54.02K
Schwab US Dividend Equity ETF™2.70M2.33%2.30K
Vanguard Mid Cap Index Institutional2.53M2.19%6.68K
AllianceBernstein US L/C Growth Eqty MF1.61M1.39%1.59K
MS INVF Global Brands A USD1.54M1.32%-30.23K
VanEck Morningstar Wide Moat1.54M1.32%204.52K
iShares Core S&P 500 ETF1.51M1.31%4.42K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 06, 2026Gokey Timothy C CEOBuy$1.03M
Feb 06, 2026Duelks Robert N-Sell$48.73K
Dec 03, 2025Carey Thomas P Corporate VPSell$263.64K
Dec 03, 2025Carey Thomas P Corporate VPSell$806.06K
Dec 03, 2025Carey Thomas P Corporate VPSell$1.27M

Insider Transactions Trends


DateBuySell
2026 Q2--
2026 Q111
2025 Q4-4
2025 Q3-6
2025 Q2-11

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 (11.01M shares, 9.42%), and Blackrock (10.13M shares, 8.60%). Together, they hold 30.91% 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 Total Stock Mkt Idx Inv is the top mutual fund holder of Broadridge Financial Solutions shares, with 3.22% of its total shares outstanding invested in 3.72M 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