BROADRIDGE FINANCIAL SOLUTIONS, INC.
United States·USD
Congressional Trades
Whale Activity
- Increased0
- New0
- Held0
- Decreased1
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 508.0K | $81.8M | — |
| HALL LAURIE J TRUSTEE | 33.8K | $5.4M | decreased |
| Paladin Partners, LLC | 3,080 | $496K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Carey Thomas PCorporate VP | Sale | −2,501 | $159.76 | $400K | Oct 1, 2026 | Form 4 ↗ |
| Ghei AshimaCFO | Tax withholding | −905 | $137.93 | $125K | Jun 27, 2026 | Form 4 ↗ |
| Ghei AshimaCFO | Option exercise | +2,509 | $0.00 | $0 | Jun 27, 2026 | Form 4 ↗ |
| Mosconi Patricia AnnDirector | Grant / award | +206 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Markus Maura A.Director | Grant / award | +239 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Zavery AmitDirector | Grant / award | +206 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Nazareth Annette L.Director | Grant / award | +206 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| MURRAY EILEEN KDirector | Grant / award | +445 | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Jarkowski Hope M.Chief Legal Officer | Sale | −1,966 | $155.00 | $305K | Jun 4, 2026 | Form 4 ↗ |
| Zavery AmitDirector | Grant / award | +24 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| Zavery AmitDirector | Grant / award | +27 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| Nazareth Annette L.Director | Grant / award | +16 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| Nazareth Annette L.Director | Grant / award | +17 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| MURRAY EILEEN KDirector | Grant / award | +13 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| MURRAY EILEEN KDirector | Grant / award | +16 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| Mosconi Patricia AnnDirector | Grant / award | +2 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| Markus Maura A.Director | Grant / award | +29 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| Markus Maura A.Director | Grant / award | +87 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| keller brettDirector | Grant / award | +26 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
| keller brettDirector | Grant / award | +54 | $0.00 | $0 | Apr 8, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3.7M | $502.8M | 0.02% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 2.8M | $428.4M | 0.45% | May 31, 2026 |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 3.0M | $410.4M | 0.02% | Jun 30, 2026 |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 1.7M | $232.1M | 2.00% | Jun 30, 2026 |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 1.5M | $229.7M | 0.03% | May 31, 2026 |
| iShares Core S&P 500 ETF iShares Trust | 1.6M | $217.8M | 0.02% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1.3M | $195.9M | 0.20% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | 1.4M | $192.0M | 0.02% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.3M | $181.7M | 0.10% | Jun 30, 2026 |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.3M | $171.7M | 0.08% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list BR's shares (CUSIP 11133T103), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
- STATE STREET CORPORATIONSCHEDULE 13G · passive (13G) · 5.5M shares4.7%
May 12, 2026 · ↗
Corporate Lobbying
- DALY CONSULTING GROUPBROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026 Q2 · FIN$60K
Filing ↗ - DALY CONSULTING GROUPBROADRIDGE FINANCIAL SOLUTIONS, INC. · 2025 Q2 · FIN$60K
Filing ↗ - DALY CONSULTING GROUPBROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026 Q1 · FIN$60K
Filing ↗ - DALY CONSULTING GROUPBROADRIDGE FINANCIAL SOLUTIONS, INC. · 2025 Q4 · FIN$60K
Filing ↗ - DALY CONSULTING GROUPBROADRIDGE FINANCIAL SOLUTIONS, INC. · 2025 Q3 · FIN$60K
Filing ↗
Government Contracts
No federal contract awards found for BROADRIDGE FINANCIAL SOLUTIONS, INC..
U.S. Patents
No USPTO patent applications found for BROADRIDGE FINANCIAL SOLUTIONS, INC..
Annual Financials
No annual XBRL figures on record for BR. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in BR's price history.
Material Events (8-K)
- 8-K · Items 2.02, 8.01Results of operations · Other eventsAug 4, 2026
EDGAR ↗ - 8-K · Items 5.02, 9.01Officer / director changeJun 10, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 21, 2026
EDGAR ↗ - 8-K · Items 1.01, 2.03, 8.01, 9.01Material agreement · Direct financial obligation · Other eventsMay 15, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 6, 2026
EDGAR ↗ - 8-K · Items 1.01, 8.01, 9.01Material agreement · Other eventsMay 6, 2026
EDGAR ↗
About BROADRIDGE FINANCIAL SOLUTIONS, INC.
The Broadridge Business Broadridge, a Delaware corporation, is a global financial technology leader powering investing, corporate governance, and communications. We deliver technology-driven solutions to banks, broker-dealers, asset and wealth managers, public companies, investors, and mutual funds, that enable our clients to operate, innovate and grow. Our trusted expertise and transformative technology solutions help financial services companies enhance investor engagement, optimize trading and investing, and digitize communications. We operate our business in two reportable segments: Investor Communication Solutions and Global Technology and Operations. Investor Communication Solutions Ou…