Broadridge Financial Solutions, Inc.

BR · NYSE · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net −$315K – −$67K 5 disclosures · 1 bought / 4 sold · last May 18, 2026
Ro Khanna D · HOUSE · CA	−$106K – $300K −$106K – $357K today 26 filings · last Jun 16, 2026
Michael T. McCaul R · HOUSE · TX	−$363K – $432K −$853K – $1.2M today 40 filings · last Jul 12, 2018
Gilbert Ray Cisneros, Jr. D · HOUSE · CA	−$10K – $74K −$10K – $125K today 6 filings · last May 15, 2026
Alan Armstrong R · SENATE · OK	$1K – $15K $1K – $17K today 1 filing · last Mar 27, 2026
Dan Newhouse R · HOUSE · WA	$1K – $15K $822 – $12K today 1 filing · last Dec 31, 2025
Robert Bresnahan R · HOUSE · PA	−$14K – $14K −$11K – $12K today 2 filings · last Apr 8, 2025
Rick Larsen D · HOUSE · WA	−$14K – $14K −$16K – $11K today 2 filings · last Apr 7, 2026
Lisa C. McClain R · HOUSE · MI	−$14K – $14K −$11K – $11K today 2 filings · last Jul 10, 2025
Susie Lee D · HOUSE · NV	−$29K – $13K −$38K – $24K today 3 filings · last Nov 30, 2022

Recent transactions

Trades from May 10, 2022 – Mar 27, 2026

Politician	Type	Filed after	Amount
Alan Armstrong R · SENATE · OK	Buy	116 days Mar 27, 2026 → Jul 21, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	20 days Jun 16, 2026 → Jul 6, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	44 days May 18, 2026 → Jul 1, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	44 days May 18, 2026 → Jul 1, 2026	≥$15K
Donald Trump R · EXECUTIVE	Sell	51 days May 11, 2026 → Jul 1, 2026	≥$100K
Ro Khanna D · HOUSE · CA-17	Buy	13 days May 27, 2026 → Jun 9, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	25 days May 15, 2026 → Jun 9, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	39 days May 1, 2026 → Jun 9, 2026	≥$1K
Gilbert Ray Cisneros, Jr. D · HOUSE · CA-31	Sell	24 days May 15, 2026 → Jun 8, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	48 days Mar 26, 2026 → May 13, 2026	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

1,035

13F shares

111.8M

Total invested

$15.4B

Ownership

97.2%

New positions

115

Closed positions

158

Increased positions

481

Reduced positions

412

Put/Call ratio

1.05

Holder	Reported	Shares	Value	Δ Qtr
BLACKROCK, INC.	8/7/2026	10.8M	$1.5B	−2.21%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	7.6M	$1.0B	−0.50%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	6.1M	$835.4M	−4.15%
STATE STREET CORP	9/22/2026	5.7M	$787.8M	+3.73%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8/14/2026	3.7M	$506.7M	+9.60%
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	8/14/2026	3.7M	$506.7M	—
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	3.3M	$451.5M	−4.50%
ALLIANCEBERNSTEIN L.P.	8/14/2026	2.5M	$400.6M	−33.61%
MORGAN STANLEY	8/13/2026	2.1M	$293.6M	+5.81%
INVESCO LTD.	8/14/2026	2M	$278.3M	+0.66%
JUPITER TOPCO LLC	8/14/2026	1.9M	$261.9M	—
VAN ECK ASSOCIATES CORP	8/14/2026	1.9M	$256.9M	+11.29%
NORTHERN TRUST CORP	8/13/2026	1.9M	$255.0M	+3.72%
BARCLAYS PLC	8/14/2026	1.8M	$249.7M	−13.12%
NORGES BANK	8/12/2026	1.8M	$242.8M	—
AQR CAPITAL MANAGEMENT LLC	8/14/2026	1.7M	$229.0M	+4.11%
GOLDMAN SACHS GROUP INC	8/14/2026	1.6M	$220.5M	−3.28%
TWO SIGMA INVESTMENTS, LP	8/14/2026	1.5M	$204.7M	+312.32%
UBS GROUP AG	8/13/2026	1.4M	$198.0M	+75.67%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	9/9/2026	1.4M	$197.9M	+273.98%
STIFEL FINANCIAL CORP	8/12/2026	1.4M	$197.6M	+1.02%
QUBE RESEARCH & TECHNOLOGIES LTD	8/14/2026	1.3M	$179.8M	+152.23%
FIL LTD	8/13/2026	1.1M	$156.8M	+138309.55%
WELLS FARGO & COMPANY/MN	8/14/2026	1M	$137.4M	−5.74%
UBS ASSET MANAGEMENT AMERICAS INC	8/13/2026	991K	$135.7M	−4.11%

Insider transactions

Insider	Type	Transacted	Price	Date
Flowers Melvin L	A-AWARD	18	—	Oct 5
Markus Maura A.	A-AWARD	37	—	Oct 5
Markus Maura A.	A-AWARD	100	—	Oct 5
Mosconi Patricia Ann	A-AWARD	1	—	Oct 5
Mosconi Patricia Ann	A-AWARD	2	—	Oct 5
Murray Eileen K	A-AWARD	18	—	Oct 5
Murray Eileen K	A-AWARD	20	—	Oct 5
Nazareth Annette L.	A-AWARD	18	—	Oct 5
Nazareth Annette L.	A-AWARD	22	—	Oct 5
Zavery Amit	A-AWARD	27	—	Oct 5

Analyst consensus

Buy24 analysts

Bearish · 0 · Hold · 9 · Bullish · 15

Earnings history

	EPS	Estimate
Q1 2025	$1.00	$0.97	Beat
Q2 2025	$1.56	$1.49	Beat
Q3 2025	$2.44	$2.41	Beat
Q4 2025	$3.55	$3.50	Beat
Q1 2026	$1.51	$1.25	Beat
Q2 2026	$1.59	$1.34	Beat
Q3 2026	$2.72	$2.60	Beat
Q4 2026	$3.82	$3.76	Beat

Peers

Company overview

IPO dateMar 22, 2007

CEOTimothy C. Gokey

Employees16,000

SectorTechnology

IndustryInformation Technology Services

CountryUS

ExchangeNew York Stock Exchange

Websitewww.broadridge.com

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

Athenic provides research and information tools for educational purposes only and is not a registered investment adviser or broker-dealer. Nothing on this page is investment advice or a recommendation to buy or sell any security. Market data may be delayed. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.