Broadridge Financial Solutions Inc (BR)
NYSE: BR · Services-Business Services, NEC · Lake Success, NY · filing with the SEC since 2006
Grade6.3
◀ Past 7.2● Present 6.9▶ Future 5.3
Who owns Broadridge Financial Solutions Inc
As filed with the SECHolders of 5% or more
2
Vanguard Capital Management holds 7.52% of Common Stock, as its SCHEDULE 13G filed Apr 29, 2026 says.
Directors and officers
18
report now, of 38 people on the record since 2007. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
State Street Corporation
SCHEDULE 13G · filed May 12, 2026 · COMMON STOCK · reported falling below 5%, from 5.1% in Feb 9, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 13.1% in Oct 30, 2025
What BR reports owning in othersstakes of 5% or more, and other ties
Canton Strategic Holdings, Inc. CNTN
SCHEDULE 13G · filed Feb 6, 2026 · Common Stock
Other ties the annual report names
CQG, Inc.
A company bought · acquisition · Apr 2026 · owns, named in the 10-K filed Aug 4, 2026
Acolin Group Holdco Limited
A company bought · acquisition · Jan 2026 · owns, named in the 10-K filed Aug 4, 2026
Ldi-Map, LLC
A company bought · acquisition · Sep 2025 · owns, named in the 10-K filed Aug 4, 2026
Signal Agency Limited
A company bought · acquisition · Aug 2025 · owns, named in the 10-K filed Aug 4, 2026
Sis
A company bought · acquisition · Oct 2024 · owns, named in the 10-K filed Aug 4, 2026
Advisor Target
A company bought · acquisition · May 2024 · owns, named in the 10-K filed Aug 4, 2026
Acolin, iJoin and Signal
A company bought · acquisition · owns, named in the 10-K filed Aug 4, 2026
55 subsidiaries in 17 countries, from the list filed with the 10-K filed Aug 4, 2026.
Insider tradesForm 4
9sales
1purchases
1sales on a scheduled plan
5people selling
$4.7Msold, in dollars
$1.0Mbought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 38 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Carey Thomas P | Corporate VP | 4 | $2.7M | 0 | 0 | $0 |
| Perry Christopher John | President | 1 | $900,000 | 0 | 0 | $0 |
| Markus Maura A. | director | 1 | $600,000 | 1 | 0 | $0 |
| Jarkowski Hope M. | Chief Legal Officer | 1 | $300,000 | 0 | 0 | $0 |
| Duelks Robert N | director | 2 | $100,000 | 0 | 0 | $0 |
| Gokey Timothy C | CEO | 0 | $0 | 0 | 1 | $1.0M |