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Broadridge Financial Solutions, Inc. (BR) institutional ownership

Latest close $150.02 Jul 20, 2026
Market cap$17.3B 52-week range SectorTechnology
Funds holding · Q1 2026
1,055
reported BR position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $665M
554 buyers · 501 sellers

Broadridge Financial Solutions, Inc. (BR) price and institutional activity

Dates

Q1 2026

$3.0B bought by 554 investors
Schwab$507MAQR Capital Management LLC$244M +552 more
$2.4B sold by 501 investors
Morgan Stanley-$389MT. Rowe Price Associates-$356M +499 more
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Bought Sold Totals per quarter; hover a bar for the names.

Broadridge Financial Solutions, Inc. (BR) institutional activity · 1,055

Investor Type Est. change Change Δ Own Date
Schwab · Added +$507M
Change +2.7M Date Q1 2026
Schwab Added· Q1 2026 +$507M +2.7M Q1 2026
Morgan Stanley · Reduced −$389M
Change −2.0M Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −$389M −2.0M Q1 2026
T. Rowe Price Associates · Reduced −$356M
Change −1.9M Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −$356M −1.9M Q1 2026
Norges · Exited −$295M
Change −1.6M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$295M −1.6M −100.0% Q1 2026
AQR Capital Management LLC · Added +$244M
Change +1.3M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$244M +1.3M Q1 2026
Mitsubishi Ufj Asset Management Co., Ltd. · Reduced −$168M
Change −881K Date Q1 2026
Mitsubishi Ufj Asset Management Co., Ltd. Reduced· Q1 2026 −$168M −881K Q1 2026
Goldman Sachs Group Inc · Added +$138M
Change +724K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +$138M +724K Q1 2026
Millennium Management LLC · Added +$125M
Change +658K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$125M +658K Q1 2026
Capital International Investors · Reduced −$101M
Change −532K Date Q1 2026
Capital International Investors Reduced· Q1 2026 −$101M −532K Q1 2026
Fayez Sarofim & Co · Reduced −$99M
Change −523K Date Q1 2026
Fayez Sarofim & Co Reduced· Q1 2026 −$99M −523K Q1 2026
State Street · Reduced −$93M
Change −487K Date Q1 2026
State Street Reduced· Q1 2026 −$93M −487K Q1 2026
BlackRock · Added +$92M
Change +481K Date Q1 2026
BlackRock Added· Q1 2026 +$92M +481K Q1 2026
Invesco Ltd. · Added +$90M
Change +471K Δ Own +30.4% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$90M +471K +30.4% Q1 2026
CIBC Bancorp USA Inc. · Added +$84M
Change +441K Date Q1 2026
CIBC Bancorp USA Inc. Added· Q1 2026 +$84M +441K Q1 2026
Amundi · Added +$81M
Change +427K Date Q1 2026
Amundi Added· Q1 2026 +$81M +427K Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 1055

Famous investor activity in Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Markus Maura A. · Director 2 operations 134
Owned 33K ΔOwn +0.4% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Markus Maura A. Director 2 operations 134 33K +0.4% Jul 2, 2026 Jul 6, 2026
Flowers Melvin L. · Director Grant (A) 18
Owned 3K ΔOwn +0.7% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Flowers Melvin L. Director Grant (A) 18 3K +0.7% Jul 2, 2026 Jul 6, 2026
Duelks Robert N. · Director Grant (A) 143
Owned 21K ΔOwn +0.7% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Duelks Robert N. Director Grant (A) 143 21K +0.7% Jul 2, 2026 Jul 6, 2026
Mosconi Patricia Ann · Director 2 operations 3
Owned 641 ΔOwn +0.5% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Mosconi Patricia Ann Director 2 operations 3 641 +0.5% Jul 2, 2026 Jul 6, 2026
Murray Eileen K. · Director 2 operations 38
Owned 6K ΔOwn +0.7% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Murray Eileen K. Director 2 operations 38 6K +0.7% Jul 2, 2026 Jul 6, 2026
Nazareth Annette L. · Director 2 operations 39
Owned 10K ΔOwn +0.4% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Nazareth Annette L. Director 2 operations 39 10K +0.4% Jul 2, 2026 Jul 6, 2026
Zavery Amit · Director 2 operations 60
Owned 9K ΔOwn +0.7% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Zavery Amit Director 2 operations 60 9K +0.7% Jul 2, 2026 Jul 6, 2026
Ghei Ashima · Officer 2 operations 0
Owned 0 Trade date Jun 27, 2026 Filed date Jun 29, 2026
Ghei Ashima Officer 2 operations 0 0 Jun 27, 2026 Jun 29, 2026
Ghei Ashima · Officer Tax withholding or exercise payment (F) -$125K
Price $137.93 Qty -905 Owned 6K ΔOwn −14.0% Trade date Jun 27, 2026 Filed date Jun 29, 2026
Ghei Ashima Officer Tax withholding or exercise payment (F) $137.93 -905 -$125K 6K −14.0% Jun 27, 2026 Jun 29, 2026
Mosconi Patricia Ann · Director Grant (A) 206
Owned 638 Trade date Jun 10, 2026 Filed date Jun 11, 2026
Mosconi Patricia Ann Director Grant (A) 206 638 Jun 10, 2026 Jun 11, 2026
Markus Maura A. · Director Grant (A) 239
Owned 33K Trade date Jun 10, 2026 Filed date Jun 11, 2026
Markus Maura A. Director Grant (A) 239 33K Jun 10, 2026 Jun 11, 2026
Zavery Amit · Director Grant (A) 206
Owned 9K Trade date Jun 10, 2026 Filed date Jun 11, 2026
Zavery Amit Director Grant (A) 206 9K Jun 10, 2026 Jun 11, 2026
Nazareth Annette L. · Director Grant (A) 206
Owned 10K Trade date Jun 10, 2026 Filed date Jun 11, 2026
Nazareth Annette L. Director Grant (A) 206 10K Jun 10, 2026 Jun 11, 2026
Murray Eileen K. · Director Grant (A) 445
Owned 6K Trade date Jun 10, 2026 Filed date Jun 11, 2026
Murray Eileen K. Director Grant (A) 445 6K Jun 10, 2026 Jun 11, 2026
Jarkowski Hope M. · Officer Sell −$305K
Price $155.00 Qty −2K Owned 1 Trade date Jun 4, 2026 Filed date Jun 5, 2026
Jarkowski Hope M. Officer Sell $155.00 −2K −$305K 1 Jun 4, 2026 Jun 5, 2026
15 of 87
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Broadridge Financial Solutions, Inc. (BR) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 14.0M
% of shares outstanding 11.9% Filing date Feb 13, 2024
Vanguard Group Inc 14.0M 11.9% Feb 13, 2024
BlackRock Inc. 9.8M
% of shares outstanding 8.3% Filing date Jan 25, 2024
BlackRock Inc. 9.8M 8.3% Jan 25, 2024
Vanguard Capital Management LLC 8.8M
% of shares outstanding 7.5% Filing date Apr 29, 2026
Vanguard Capital Management LLC 8.8M 7.5% Apr 29, 2026
Vanguard Portfolio Management LLC 6.4M
% of shares outstanding 5.5% Filing date Apr 29, 2026
Vanguard Portfolio Management LLC 6.4M 5.5% Apr 29, 2026
State Street Corp 5.5M
% of shares outstanding 4.7% Filing date May 12, 2026
State Street Corp 5.5M 4.7% May 12, 2026
Morgan Stanley 5.1M
% of shares outstanding 4.3% Filing date Dec 11, 2023
Morgan Stanley 5.1M 4.3% Dec 11, 2023
Janus Henderson Group PLC 4.7M
% of shares outstanding 4.0% Filing date Feb 10, 2022
Janus Henderson Group PLC 4.7M 4.0% Feb 10, 2022
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Broadridge Financial Solutions, Inc. (BR) ownership FAQ

Who owns BR?

1,055 reporting institutions disclosed BR position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.