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Broadridge Financial Solutions

BR

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$175m
Combined value at quarter end
Last quarter
1 bought
2 sold or trimmed
Fund portfolios
3
Funds holding it
See which
Price at Q2 ’26 end
$136.95
-15.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+9.2%Q3 ’24
+5.1%Q4 ’24
+7.2%Q1 ’25
+0.2%Q2 ’25
-2.0%Q3 ’25
-6.3%Q4 ’25
-27.2%Q1 ’26
-15.7%Q2 ’26
Q3 ’24: +9.2%; Q4 ’24: +5.1%; Q1 ’25: +7.2%; Q2 ’25: +0.2%; Q3 ’25: -2.0%; Q4 ’25: -6.3%; Q1 ’26: -27.2%; Q2 ’26: -15.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
3Q3 ’24
3Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Broadridge Financial Solutions.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Broadridge Financial Solutions
Yacktman Asset Management1.5%$120m$120mNew1 qtr
Jensen Investment Management1.3%$52.1m$52.1mTrimmed -56%37 qtrs
Horizon Kinetics0.0%$3.0m$3.0mTrimmed -2.1%8 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Broadridge Financial Solutions
Bought or soldFiling
1 Oct 2026Carey Thomas PCorporate VP▼ Sold2,501$159.76$400kForm 4

About the company

Sector
Industrials · Services-Business Services, Nec
Incorporated in
Delaware
Financial year ends
30 June
Shares outstanding
114m at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$2.6bnJun ’14
$2.9bnJun ’16
$4.3bnJun ’18
$4.5bnJun ’20
$5.7bnJun ’22
$6.5bnJun ’24
$7.5bnJun ’26
Jun ’13: $2.4bn; Jun ’14: $2.6bn; Jun ’15: $2.7bn; Jun ’16: $2.9bn; Jun ’17: $4.1bn; Jun ’18: $4.3bn; Jun ’19: $4.4bn; Jun ’20: $4.5bn; Jun ’21: $5.0bn; Jun ’22: $5.7bn; Jun ’23: $6.1bn; Jun ’24: $6.5bn; Jun ’25: $6.9bn; Jun ’26: $7.5bn
Broadridge Financial Solutions revenue and net income by year
YearRevenueNet income
Year to Jun 2026$7.5bn$1.1bn
Year to Jun 2025$6.9bn$840m
Year to Jun 2024$6.5bn$698m
Year to Jun 2023$6.1bn$631m
Year to Jun 2022$5.7bn$539m
Year to Jun 2021$5.0bn$548m
Year to Jun 2020$4.5bn$463m
Year to Jun 2019$4.4bn$482m
Year to Jun 2018$4.3bn$428m
Year to Jun 2017$4.1bn–
Year to Jun 2016$2.9bn–
Year to Jun 2015$2.7bn–
Year to Jun 2014$2.6bn–
Year to Jun 2013$2.4bn$212m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Broadridge Financial Solutions, from their latest N-PORT filings.

Funds holding Broadridge Financial Solutions
Jensen Quality Growth FundJensen Investment Management1.9%$55.8m31 May 2026
AMG Yacktman FundYacktman Asset Management0.6%$42.9m30 Jun 2026
AMG Yacktman Focused FundYacktman Asset Management0.6%$18.1m30 Jun 2026