Broadridge Financial Solutions Ownership | Who Owns Broadridge Financial Solutions?

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Broadridge Financial Solutions Ownership Summary

Broadridge Financial Solutions is owned by 89.15% institutional investors, 0.67% insiders, and 10.18% retail investors. Vanguard group is the largest institutional shareholder, holding 12.13% of BR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Broadridge Financial Solutions shares.

BR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Broadridge Financial Solutions	89.15%	0.67%	10.18%
Sector	Technology Stocks	52.78%	10.49%	36.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	14.29M	12.13%	$2.81B
Blackrock	10.13M	8.60%	$1.99B
Morgan stanley	5.72M	4.85%	$1.13B
State street	5.13M	4.36%	$1.01B
Price t rowe associates inc /md/	4.02M	3.41%	$792.49M
Apg asset management	3.99M	3.39%	$733.95M
Capital investors	3.40M	2.88%	$669.31M
Janus henderson group	3.29M	2.79%	$647.78M
Geode capital management	2.98M	2.53%	$586.52M
T. rowe price investment management	2.68M	2.28%	$528.29M

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	5.40%	$8.04M
Veritas investment partners (uk)	1.11M	4.10%	$218.45M
Crown oak advisors	34.95K	3.89%	$6.89M
Kelly lawrence w & associates inc/ca	75.99K	3.41%	$14.97M
Palmer knight	30.90K	2.91%	$6.09M
Mcrae capital management	62.57K	2.81%	$12.33M
Jensen investment management	1.74M	2.80%	$342.44M
Walter public investments	77.84K	2.74%	$15.33M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	447.23K	0.01%	447.23K
Abrdn	508.21K	0.19%	415.92K
Blackrock	10.13M	0.05%	403.42K
Capital investors	3.40M	0.14%	334.13K
Vanguard group	14.29M	0.05%	293.88K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	137.49K	0.01%	-385.43K
Morgan stanley	5.72M	0.09%	-300.60K
Qube research	4.60K	0.00%	-275.00K
Man group	138.01K	0.07%	-267.10K
Robeco institutional asset management b.v.	80.34K	0.03%	-216.63K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	447.23K	0.01%	447.23K	$88.10M
Worldquant millennium advisors	66.18K	0.12%	66.18K	$13.04M
Fjarde ap-fonden (the fourth swedish national pensionfund)	33.84K	0.08%	33.84K	$6.67M
Corebridge financial	32.06K	0.03%	32.06K	$6.32M
Mirae asset global etfs	22.79K	0.01%	22.79K	$4.49M

Sold Out

Holder	Change
Householder group estate & retirement specialist	-2.00
Hexagon capital partners	-2.00
Td capital management	-3.00
Peak6 investments	-3.00
West paces advisors	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	856	4.39%	104,685,675	-0.92%	88	1.10%	374	-2.09%	323	22.35%
Jun 30, 2023	820	3.67%	105,653,951	0.36%	89	1.12%	382	0.53%	264	3.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.69M	3.16%	-13.08K
Vanguard Institutional 500 Index Trust	3.09M	2.65%	36.11K
Vanguard Mid Cap Index Institutional	2.48M	2.12%	4.50K
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
MS INVF Global Brands A	1.54M	1.32%	-30.23K
Morgan Stanley Glbl Franchise	1.54M	1.32%	-75.76K
Fidelity 500 Index	1.43M	1.23%	-21.25K
SPDR® S&P 500® ETF Trust	1.42M	1.21%	483.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2024	Matlin Laura	CVP, Deputy GC and CCO	Sell	$762.87K
Nov 12, 2024	Matlin Laura	CVP, Deputy GC and CCO	Sell	$787.46K
Nov 11, 2024	Markus Maura A.	-	Sell	$880.84K
Nov 11, 2024	Carey Thomas P	Corporate VP	Sell	$574.98K
Nov 11, 2024	Carey Thomas P	Corporate VP	Sell	$720.59K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	14
2024 Q2	-	2
2024 Q1	-	4

BR Ownership FAQ

Who owns the most shares of Broadridge Financial Solutions?

Broadridge Financial Solutions’s largest shareholders are Vanguard group (14.29M shares, 12.13%), Blackrock (10.13M shares, 8.60%), and Morgan stanley (5.72M shares, 4.85%). Together, they hold 25.58% 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 3.16% of its total shares outstanding invested in 3.69M Broadridge Financial Solutions shares.

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