Broadridge Financial Solutions, Inc.· BR

🇺🇸 US · LargeSP500NYSE

TechnologyInformation Technology ServicesWebsite

Price: $168.41
Day: +7.04%
Mkt Cap: $19.48B
52W Range: $133.83 – $271.91
Volume: 1.98M
Beta: 0.89

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Broadridge Financial Solutions, Inc.

BR|Technology|Information Technology Services

Current price: $168

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$304.7K

Net share flow-2.0K

Purchases0 ($0)

Sales1 ($304.7K)

Top Notable Transactions

Insider

Type

Value

Date

Gokey Timothy C

Sale

$21.9M

Aug 14

Gokey Timothy C

Sale

$11.5M

Mar 10

Gokey Timothy C

Sale

$10.3M

Aug 13

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership94.1%

13F share flow-32.0%

Investors holding1.1K

+705 adding-530 reducing

135

570

316

214

New 135Inc 570Red 316Closed 214

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$1.8B

+4.6%

STATE STREET CORP

$900.2M

-8.1%

ALLIANCEBERNSTEIN L.P.

$828.7M

+1.8%

GEODE CAPITAL MANAGEMENT, LLC

$561.1M

+3.3%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting209

Total shares held19.1M

Share flow+0.8%

65 buying38 selling

106

Buying 65Unchanged 106Selling 38

Top Fund Holders

Fund

Weight

Change

PARNASSUS FUNDS

258.8K

26.81%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore BR on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+48

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for BR

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $304.7K (2.0K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 1 of 7 quarters

Notable Recent Transactions, BR

Top 8 highest-value recent insider trades

Gokey Timothy C

CEO

Sell

84,571 shares at $259.53

Aug 14, 2025$21.95M

Gokey Timothy C

CEO

Sell

48,974 shares at $235.18

Mar 10, 2025$11.52M

Gokey Timothy C

CEO

Sell

39,251 shares at $262.46

Aug 13, 2025$10.30M

Gokey Timothy C

CEO

Sell

34,101 shares at $235.90

Mar 10, 2025$8.04M

Gokey Timothy C

CEO

Sell

25,000 shares at $209.31

Aug 23, 2024$5.23M

Gokey Timothy C

CEO

Sell

25,000 shares at $209.11

Aug 16, 2024$5.23M

DESCHUTTER DOUGLAS RICHARD

President

Sell

22,722 shares at $199.00

Feb 6, 2024$4.52M

PERRY CHRISTOPHER JOHN

President

Sell

17,534 shares at $213.41

Sep 10, 2024$3.74M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for BR

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

94.1% institutional ownership

Slight accumulation: 705 adding vs 530 reducing

13F shares increased by 2.6%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+225 growing-842 shrinkingNet: -617

185

171

671

New (40)

Increased (185)

Reduced (171)

Closed (671)

Top Institutional Holders, BR

Largest 8 institutional positions by ownership percentage as of Q2 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC

523.3K

$71.7M

Ownership

0.45%

-2.1%

ENVESTNET ASSET MANAGEMENT INC

434.3K

$59.5M

Ownership

0.37%

-15.6%

SCHWARTZ INVESTMENT COUNSEL INC

315.6K

$43.2M

Ownership

0.27%

+0.0%

FENIMORE ASSET MANAGEMENT INC

254.5K

$34.8M

Ownership

0.22%

-26.9%

SUMITOMO MITSUI TRUST GROUP, INC.

248.9K

$34.1M

Ownership

0.21%

-1.5%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

220.5K

$30.2M

Ownership

0.19%

-12.8%

PICTET ASSET MANAGEMENT HOLDING SA

218.7K

$30.0M

Ownership

0.19%

+32.8%

CITIGROUP INC

170.0K

$23.3M

Ownership

0.15%

+19.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 209 ETFs and mutual funds reporting

65 buying38 sellingNet: +27

106

Buying (65)

Unchanged (106)

Selling (38)

Bullish Signal

Funds accumulating in Q2 2026

209 ETFs and mutual funds reporting

65 funds buying vs 38 selling

Top Fund Holders, BR

Largest 1 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS FUNDS

258.8K

Weight

26.81%

No change

Broadridge Financial Solutions, Inc.· BR

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings121Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings121Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights