Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?
Broadridge Financial Solutions Ownership Summary
Broadridge Financial Solutions is owned by 23.94% institutional investors, 1.17% insiders, and 74.90% retail investors. Vanguard group is the largest institutional shareholder, holding 12.23% 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 | 23.94% | 1.17% | 74.90% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
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 | 5.53M | 4.73% | $1.26B |
| Price t rowe associates inc /md/ | 3.56M | 3.05% | $804.95M |
| Janus henderson group | 3.18M | 2.72% | $719.16M |
| Geode capital management | 3.04M | 2.60% | $684.97M |
| T. rowe price investment management | 2.50M | 2.13% | $564.19M |
| Capital investors | 1.93M | 1.65% | $436.37M |
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 | 74.69K | 3.94% | $16.89M |
| 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 |
|---|---|---|---|
| Price t rowe associates inc /md/ | 3.56M | 0.09% | 1.19M |
| 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 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Apg asset management | 1.67M | 1.02% | -1.09M |
| Capital investors | 1.93M | 0.08% | -821.20K |
| Morgan stanley | 5.72M | 0.09% | -300.60K |
| Renaissance | - | - | -240.90K |
| 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 |
| Zacks investment management | 133.81K | 0.28% | 133.81K | $30.25M |
| Proficio capital partners | 114.00K | 0.01% | 114.00K | $114.00K |
| Marshall wace, llp | 89.04K | 0.02% | 89.04K | $20.13M |
Sold Out
| Holder | Change |
|---|---|
| Householder group estate & retirement specialist | -2.00 |
| Sugar maple asset management | -2.00 |
| Peak6 investments | -3.00 |
| Td capital management | -3.00 |
| Riverview trust | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 3.68M | 3.15% | 11.65K |
| Vanguard Institutional 500 Index Trust | 3.24M | 2.77% | 22.05K |
| Vanguard Mid Cap Index Institutional | 2.52M | 2.16% | 10.71K |
| 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 |
| Fidelity 500 Index | 1.46M | 1.25% | 6.52K |
| SPDR® S&P 500 ETF | 1.46M | 1.24% | -21.39K |
| iShares Core S&P 500 ETF | 1.43M | 1.22% | 4.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 02, 2025 | Gokey Timothy C | CEO | Sell | $2.87M |
| Mar 10, 2025 | Gokey Timothy C | CEO | Sell | $11.52M |
| Mar 10, 2025 | Gokey Timothy C | CEO | Sell | $3.03M |
| Mar 10, 2025 | Gokey Timothy C | CEO | Sell | $8.04M |
| Mar 07, 2025 | PERRY CHRISTOPHER JOHN | President | Sell | $2.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 13 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 14 |
| 2024 Q2 | - | 2 |
BR Ownership FAQ
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