Institutional shares held 108 Million
103K calls
61.2K puts
Total value of holdings $26.4B
$25.2M calls
$14.9M puts
Market Cap $37.7B
154,460,992 Shares Out.
Institutional ownership 70.04%
# of Institutions 1,210


Latest Institutional Activity in BR

Top Purchases

Q2 2025
Mc Elhenny Sheffield Capital Management, LLC Shares Held: 220K ($53.7M)
Q2 2025
Fcf Advisors LLC Shares Held: 52.9K ($12.9M)
Q2 2025
La Banque Postale Asset Management Sa Shares Held: 44.6K ($10.9M)
Q2 2025
Evexia Wealth LLC Shares Held: 20K ($4.88M)
Q2 2025
Chb Investment Group, LLC Shares Held: 15.7K ($3.83M)

Top Sells

Q2 2025
Copeland Capital Management, LLC Shares Held: 7.28K ($1.78M)
Q2 2025
Assenagon Asset Management S.A. Shares Held: 180K ($43.9M)
Q2 2025
Ninety One Uk LTD Shares Held: 258K ($63M)
Q2 2025
Confluence Investment Management LLC Shares Held: 598K ($146M)
Q2 2025
Robeco Institutional Asset Management B.V. Shares Held: 53.4K ($13M)

About BR

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.


Insider Transactions at BR

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
371K Shares
From 32 Insiders
Grant, award, or other acquisition 56.5K shares
Exercise of conversion of derivative security 314K shares
Sell / Disposition
395K Shares
From 23 Insiders
Open market or private sale 366K shares
Payment of exercise price or tax liability 27.8K shares
Bona fide gift 1K shares

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