Broadridge Financial Solutions

BR • NYSE

Broadridge Financial Solutions is a information technology services company in the technology sector on NYSE, led by Timothy C. Gokey, with a market cap of $26.9B. As of Q3 2025, 90% of shares are held by 1,076 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.06%.

Chief Executive OfficerTimothy C. Gokey

Market Cap$26.9B

Information Technology Services

Technology

Employees14.7K

Websitebroadridge.com

Country

United States of America

Overview

Overview of institutional ownership in BR as of Q3 2025 with a market cap of $27.9B

All Institutions

Institutions: 1,076
Value Held: $25.0B
Shares Held: 105.2M
Avg Position: $23.2M
Median Position: $744.3K

Hedge Funds

Hedge Funds: 50
Value Held: $410.2M
Shares Held: 1.7M
Avg Position: $8.2M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

88.05%

$24.6B

Hedge Funds

1.47%

$410.2M

Retail & Other

10.48%

$2.9B

Based on market cap of $27.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.6B 0.05% of portfolio	13.06% 15.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$2.5B 0.04% of portfolio	8.89% 10.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.3B 0.05% of portfolio	4.80% 5.6M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.1B 0.07% of portfolio	3.85% 4.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$879.0M 0.28% of portfolio	3.15% 3.7M shares	≤ Q2 2013 Held for 12y 5m+	$317.45B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$854.4M 0.09% of portfolio	3.06% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$793.1M 0.05% of portfolio	2.85% 3.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
HENDERSON GROUP PLC Institution	Ali Dibadj CEO	$742.6M 0.34% of portfolio	2.66% 3.1M shares	Q2 2015 Held for 10y 5m	$218.74B
BARCLAYS PLC Institution	-	$469.9M 0.17% of portfolio	1.68% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$271.65B
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	-	$452.8M 0.33% of portfolio	1.62% 1.9M shares	Q2 2016 Held for 9y 5m	$138.91B

Net Capital Flow

Institutional buying and selling activity for BR in Q3 2025

Traded: +$304.0M
Buyers: 477
Sellers: 464
Total Bought: +$1.8B
Total Sold: −$1.5B
Avg Position: $21.6M

Biggest Buyers

Institution	Net Bought	Current Position
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$768.1M +3.2M shares	$879.0M 3.7M shares
VAN ECK ASSOCIATES CORP ETF Provider	+$161.8M +679.5K shares	$166.8M 700.5K shares
JPMORGAN CHASE & CO Institution	+$69.7M +292.8K shares	$218.8M 918.7K shares
Junto Capital Management LP Hedge Fund•Long/Short	+$64.8M +271.9K shares	$64.8M 271.9K shares
VANGUARD GROUP INC Institution	+$63.0M +264.6K shares	$3.6B 15.3M shares
Q Qube Research & Technologies Ltd Institution	+$60.6M +254.5K shares	$115.5M 485.0K shares
M Mitsubishi UFJ Asset Management Co., Ltd. Institution	+$35.7M +149.8K shares	$452.8M 1.9M shares
CITIZENS FINANCIAL GROUP INC/RI Institution	+$27.9M +116.6K shares	$28.5M 119.2K shares
NORTHERN TRUST CORP Institution	+$25.2M +105.7K shares	$407.7M 1.7M shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$24.4M +102.3K shares	$25.2M 105.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$312.1M −1.3M shares	$226.7M 951.8K shares
C Capital International Investors Institution	−$147.2M −618.1K shares	$211.5M 887.9K shares
MORGAN STANLEY RIA/Wealth	−$132.5M −556.4K shares	$1.1B 4.5M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$53.6M −225.0K shares	$260.6M 1.1M shares
JENSEN INVESTMENT MANAGEMENT INC Long Only Manager	−$47.0M −197.2K shares	$262.0M 1.1M shares
BANK OF AMERICA CORP /DE/ Institution	−$42.8M −179.7K shares	$159.8M 671.2K shares
A APG All Pensions Group NV Institution	−$37.2M −183.3K shares	$302.9M 1.5M shares
A Amundi Institution	−$34.6M −147.0K shares	$142.4M 605.5K shares
A AXA Institution	−$33.6M −138.2K shares	Sold Off 0 shares
L LEGAL & GENERAL GROUP PLC Institution	−$28.6M −120.2K shares	$229.1M 962.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BR in Q3 2025

New Positions: 51
New Value: $23.5M
Exited Positions: 82
Exited Value: $167.2M

New Positions

Institution	Position Value
I Ilmarinen Mutual Pension Insurance Co Institution	$4.6M 19.5K shares
PITTENGER & ANDERSON INC RIA/Wealth	$3.4M 14.2K shares
I ICICI Prudential Asset Management Co Ltd Institution	$3.2M 13.5K shares
S SUMITOMO LIFE INSURANCE CO Institution	$1.3M 5.4K shares
1 111 Capital Institution	$1.0M 4.4K shares
A Aware Super Pty Ltd as trustee of Aware Super Institution	$1.0M 4.3K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$910.5K 3.8K shares
Aaron Wealth Advisors LLC RIA/Wealth	$742.6K 3.1K shares
Morningstar Investment Management LLC Long Only Manager	$691.2K 2.9K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$557.8K 2.3K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$33.6M 138.2K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$27.6M 113.7K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	$20.7M 85.1K shares
W Waratah Capital Advisors Ltd. Hedge Fund•Multi-Strategy	$19.4M 79.7K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$13.5M 55.5K shares
TrimTabs Asset Management, LLC Long Only Manager	$12.9M 52.9K shares
DIAMOND HILL CAPITAL MANAGEMENT INC Long Only Manager	$6.3M 25.7K shares
C Capital Group Private Client Services, Inc. RIA/Wealth	$3.0M 12.3K shares
Trexquant Investment LP Hedge Fund•Quant	$2.9M 12.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.0M 8.3K shares

Options Activity

Institutions with the largest Call and Put options positions in BR as of Q3 2025

Call Positions: 5
Call Value: $14.9M
Put Positions: 9
Put Value: $48.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.0M 295.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.0M 169.0 contracts
J JANE STREET GROUP, LLC Institution	$2.4M 100.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.4M 60.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$23.8K 1.0 contracts

Put Positions

Institution	Position Value
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$22.5M 943.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$16.3M 683.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.1M 258.0 contracts
P PEAK6 LLC Institution	$1.3M 53.0 contracts
W WOLVERINE TRADING, LLC Institution	$903.0K 38.0 contracts
J JANE STREET GROUP, LLC Institution	$690.7K 29.0 contracts
Lido Advisors, LLC RIA/Wealth	$214.4K 9.0 contracts
MAI Wealth Advisors RIA/Wealth	$142.9K - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$119.1K 5.0 contracts

Most Committed Institutions

Institutions with BR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SANTA MONICA PARTNERS LP Institution	-	5.93% $9.7M	0.03% 40.8K shares	Q4 2017 Held for 7y 11m	$164.0M
V Veritas Investment Partners Ltd. Institution	-	5.06% $264.1M	0.95% 1.1M shares	Q1 2021 Held for 4y 8m	$5.2B
Crown Oak Advisors, LLC RIA/Wealth	Michelle Ann Myhre Managing Partner	4.38% $9.3M	0.03% 38.1K shares	Q4 2023 Held for 1y 11m	$211.5M
KELLY LAWRENCE W & ASSOCIATES INC/CA RIA/Wealth	Nicholas J Welsh CEO	3.64% $14.7M	0.05% 61.5K shares	Q1 2017 Held for 8y 8m	$402.7M
P Palmer Knight Co Institution	-	3.33% $7.0M	0.03% 29.5K shares	Q4 2018 Held for 6y 11m	$211.1M
JENSEN INVESTMENT MANAGEMENT INC Long Only Manager	Shannon Marie Contreras President	3.25% $262.0M	0.94% 1.1M shares	Q2 2017 Held for 8y 5m	$8.1B
W Walter Public Investments Inc. Institution	-	2.77% $16.8M	0.06% 70.7K shares	Q1 2022 Held for 3y 8m	$608.5M
MCRAE CAPITAL MANAGEMENT INC RIA/Wealth	Heather M Nemeth President	2.73% $13.8M	0.05% 57.8K shares	Q1 2018 Held for 7y 8m	$503.8M
B Bath Savings Trust Co Institution	-	2.64% $26.6M	0.10% 111.9K shares	Q3 2015 Held for 10y 2m	$1.0B
M McCollum Christoferson Group LLC RIA/Wealth	Katherine Ann Christoferson Managing Partner	2.63% $9.2M	0.03% 38.6K shares	Q4 2019 Held for 5y 11m	$349.0M

Hedge Fund Spotlight

Discover hedge funds investing in BR

Gillson Capital LP

Hedge Fund • Long/Short

Portfolio ManagerDaniel Bartlett Johnson

Portfolio Value: $1.2B
Positions: 66
Last Reported: Q3 2025

Sector Allocation

Position in Broadridge Financial Solutions

Market Value: $11.9M
Shares Held: 49.8K
Portfolio Weight: 1.03%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$54.2M	4.69%
2 Assurant AIZ	Insurance - Specialty Financial Services	$52.0M	4.50%
3 Cboe Global Markets CBOE	Financial - Data & Stock Exchanges Financial Services	$50.7M	4.39%