Institutional shares held 109 Million
103K calls
61.2K puts
Total value of holdings $26.5B
$25.1M calls
$14.9M puts
Market Cap $37.8B
154,460,992 Shares Out.
Institutional ownership 70.54%
# of Institutions 1,199


Latest Institutional Activity in BR

Top Purchases

Q2 2025
Central Pacific Bank Trust Division Shares Held: 215 ($52.6K)
Q1 2025
Ameriprise Financial Inc Shares Held: 1.04M ($254M)
Q1 2025
Vanguard Group Inc Shares Held: 14.7M ($3.61B)
Q1 2025
Captrust Financial Advisors Shares Held: 408K ($99.8M)
Q1 2025
Nuveen, LLC Shares Held: 377K ($92.3M)

Top Sells

Q2 2025
Confluence Investment Management LLC Shares Held: 598K ($146M)
Q1 2025
Gamma Investing LLC Shares Held: 4.08K ($999K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 4.17K ($1.02M)
Q1 2025
Capital International Investors Shares Held: 1.53M ($374M)
Q1 2025
Abrdn PLC Shares Held: 124K ($30.3M)

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

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
371K Shares
From 32 Insiders
Grant, award, or other acquisition 56.6K 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

Track Institutional and Insider Activities on BR

Follow BROADRIDGE FINANCIAL SOLUTIONS, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells BR shares.

Notify only if

Insider Trading

Get notified when an Broadridge Financial Solutions, Inc. insider buys or sells BR shares.

Notify only if

News

Receive news related to BROADRIDGE FINANCIAL SOLUTIONS, INC.

Track Activities on BR