§ PROFESSIONAL SERVICES
USD · Professional Services

BR

BROADRIDGE FINANCIAL SOLUTIO
USDSector · Professional ServicesMarket cap · $18.7BBeta · 0.93
LAST · MARKET CLOSE · OCT 06
158.79
−0.29 ▼ 0.18%PREV CLOSE · $159.08
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 157.53HIGH 160.49LOW 157.5252W 133.83 — 239.60
EVENTSJUN 05 · JHM SELLJUN 30 · EARNINGS −1.3%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
485 increased/new, 414 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/E16.5P/B5.58
EPS (TTM)9.62Dividend1.71%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.11.0M0.0%+5%
VANGUARD CAPITAL MANAGEMENT LLC7.6Mn/an/a
VANGUARD PORTFOLIO MANAGEMENT LLC6.4Mn/an/a
State Street5.5M0.0%−8%
ALLIANCEBERNSTEIN L.P.3.7M0.3%+2%
Geode Capital Management3.5M0.0%+3%
◇ AC INTELLIGENCE

Top institutional owners for BR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER46.0% · 857 holders
PASSIVE / INDEX18.3% · 13 holders
DEALER / BANK18.0% · 77 holders
QUALITY / COMPOUNDER16.0% · 37 holders
INCOME / DEFENSIVE2.4% · 48 holders
TACTICAL / MACRO1.3% · 5 holders
SYSTEMATIC / QUANT0.7% · 13 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
JUN 05Jarkowski Hope M.SELL2K−$305K
◇ AC INTELLIGENCE

0 insider buys, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES