BRNYSEServices-Business Services, NECFiscal year ends June 30
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 4, 2026
$175.12+0.01 (+0.01%)
Close on Oct 19, 2026
- Market cap
- $20.24B
- P/E (TTM)
- 18.2
- Dividend yield
- 2.23%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.5%
108M of 114M shares
Institutional holders
1,015
114 new, 145 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 7 sales
Net sold $2.61M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,754,088 | 8.30% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 8,782,308 | 7.52% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 6,392,831 | 5.47% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,762,454 | 9.44% | $1.47B | −243,495 | 0.02% |
| Vanguard Capital Management LLC | 7,554,630 | 6.63% | $1.03B | −38,140 | 0.02% |
| Vanguard Portfolio Management LLC | 6,099,941 | 5.35% | $835.39M | −263,813 | 0.04% |
| State Street Corp | 5,713,387 | 5.01% | $787.81M | +205,641 | 0.02% |
| Charles Schwab Investment Management Inc | 3,699,796 | 3.24% | $506.69M | +323,965 | 0.07% |
| Geode Capital Management, LLC | 3,309,239 | 2.90% | $451.51M | −155,883 | 0.02% |
| Alliancebernstein L.P. | 2,465,416 | 2.16% | $400.58M | −1,248,074 | 0.13% |
| Morgan Stanley | 2,144,060 | 1.88% | $293.63M | +117,687 | 0.02% |
| Invesco Ltd. | 2,031,771 | 1.78% | $278.25M | +13,277 | 0.02% |
| Jupiter Topco LLC | 1,912,032 | 1.68% | $261.85M | New | 0.11% |
| Van Eck Associates Corp | 1,875,684 | 1.65% | $256.87M | +190,301 | 0.16% |
| Northern Trust Corp | 1,862,049 | 1.63% | $255.01M | +66,820 | 0.03% |
| Barclays PLC | 1,823,639 | 1.60% | $249.75M | −275,299 | 0.05% |
| Norges Bank | 1,773,005 | 1.55% | $242.81M | New | 0.02% |
| Aqr Capital Management LLC | 1,686,647 | 1.48% | $228.96M | +66,529 | 0.08% |
| Goldman Sachs Group Inc | 1,609,757 | 1.41% | $220.46M | −54,517 | 0.02% |
| Two Sigma Investments, LP | 1,495,045 | 1.31% | $204.75M | +1,132,448 | 0.15% |
| UBS Group AG | 1,445,992 | 1.27% | $198.03M | +622,846 | 0.03% |
| Manufacturers Life Insurance Company, The | 1,445,207 | 1.27% | $197.92M | +1,058,772 | 0.15% |
| Stifel Financial Corp | 1,442,502 | 1.27% | $197.56M | +14,610 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,015 | 108M | 94.5% | 114 / 366 | 408 / 145 | 17M | 17M |
| Q1 2026 | 1,062 | 110M | 96.4% | 136 / 437 | 319 / 191 | 31M | 14M |
| Q4 2025 | 1,135 | 108M | 94.9% | 138 / 361 | 439 / 88 | 10M | 8M |
| Q3 2025 | 1,105 | 107M | 93.5% | 106 / 377 | 394 / 80 | 9M | 8M |
| Q2 2025 | 1,097 | 106M | 92.7% | 85 / 467 | 361 / 79 | 4M | 4M |
| Q1 2025 | 1,108 | 105M | 92.4% | 127 / 391 | 406 / 55 | 6M | 5M |
| Q4 2024 | 1,053 | 105M | 92.1% | 131 / 392 | 339 / 77 | 7M | 6M |
| Q3 2024 | 1,014 | 105M | 92.0% | 140 / 357 | 354 / 46 | 15M | 7M |
| Q2 2024 | 928 | 107M | 93.6% | 77 / 377 | 322 / 75 | 4M | 15M |
| Q1 2024 | 938 | 118M | 100.0% | 93 / 366 | 326 / 65 | 10M | 5M |
| Q4 2023 | 919 | 113M | 99.2% | 128 / 291 | 353 / 50 | 12M | 4M |
| Q3 2023 | 853 | 105M | 92.2% | 86 / 289 | 325 / 38 | 4M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,671,052 | 3.22% | $502.75M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,996,869 | 2.63% | $410.42M | 0.02% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 2,787,205 | 2.44% | $428.45M | 0.45% | May 31, 2026 |
| VanEck Morningstar Wide Moat ETF | 1,695,143 | 1.49% | $232.15M | 2.00% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,590,609 | 1.40% | $217.83M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,494,045 | 1.31% | $229.66M | 0.03% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,326,592 | 1.16% | $181.68M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,272,280 | 1.12% | $195.87M | 0.20% | Jul 31, 2026 |
| Vanguard Mid-Cap Index Fund | 1,253,892 | 1.10% | $171.72M | 0.08% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 848,567 | 0.74% | $116.21M | 0.52% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 840,127 | 0.74% | $115.06M | 0.17% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 681,625 | 0.60% | $93.35M | 0.27% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 654,383 | 0.57% | $100.74M | 0.08% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 627,437 | 0.55% | $85.93M | 0.02% | Jun 30, 2026 |
| Vanguard Value Index Fund | 550,591 | 0.48% | $75.40M | 0.03% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy C. Gokey | CEO, Director | 176,141 | 0.15% | Aug 14, 2026 |
| Christopher John Perry | President, Director | 54,137 | 0.05% | Aug 14, 2026 |
| Richard J. Daly | Executive Chairman, Director | 136,190 | 0.12% | Apr 3, 2025 |
| Thomas P. Carey | Corporate VP | 11,301 | 0.01% | Aug 14, 2026 |
| Douglas Richard Deschutter | Co-President ICS | 18,047 | 0.02% | Aug 14, 2026 |
| Richard John Stingi | Corporate VP and CHRO | 7,681 | 0.01% | Aug 14, 2026 |
| Ashima Ghei | CFO | 6,027 | 0.01% | Aug 14, 2026 |
| Hope M. Jarkowski | Chief Legal Officer | 1 | 0.00% | Jun 5, 2026 |
| Laura Matlin | CVP, Deputy GC and CCO | 6,343 | 0.01% | Apr 3, 2025 |
| Eileen K. Murray | Director | 6,147 | 0.01% | Sep 28, 2026 |
| Annette L. Nazareth | Director | 9,794 | 0.01% | Sep 28, 2026 |
| Patricia Ann Mosconi | Director | 821 | 0.00% | Sep 28, 2026 |
| Maura A. Markus | Director | 32,987 | 0.03% | Sep 28, 2026 |
| Amit Zavery | Director | 9,191 | 0.01% | Sep 28, 2026 |
| Robert N. Duelks | Director | 29,415 | 0.03% | Aug 10, 2026 |
| Todd T. Diganci | Director | – | – | Aug 3, 2026 |
| Melvin L. Flowers | Director | 2,694 | 0.00% | Jul 6, 2026 |
| brett keller | Director | 16,968 | 0.01% | Apr 9, 2026 |
| Pamela L. Carter | Director | 7,282 | 0.01% | Oct 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eileen K. Murray Director | Sep 24, 2026 | Award | +389 | – | – | 6,147 |
| Annette L. Nazareth Director | Sep 24, 2026 | Award | +180 | – | – | 9,794 |
| Patricia Ann Mosconi Director | Sep 24, 2026 | Award | +180 | – | – | 821 |
| Amit Zavery Director | Sep 24, 2026 | Award | +180 | – | – | 9,191 |
| Maura A. Markus Director | Sep 24, 2026 | Award | +209 | – | – | 32,987 |
| Thomas P. Carey Corporate VP | Aug 12, 2026 | Award | +5,275 | – | – | 11,301 |
| Timothy C. Gokey CEO, Director | Aug 12, 2026 | Award | +33,265 | – | – | 176,141 |
| Richard John Stingi Corporate VP and CHRO | Aug 12, 2026 | Award | +2,172 | – | – | 7,681 |
| Ashima Ghei CFO | Aug 12, 2026 | Award | +466 | – | – | 6,027 |
| Christopher John Perry President, Director | Aug 12, 2026 | Award | +9,308 | – | – | 54,137 |
| Douglas Richard Deschutter Co-President ICS | Aug 12, 2026 | Award | +1,783 | – | – | 18,047 |
| Amit Zavery Director | Jul 2, 2026 | Award | +27 | – | – | 9,011 |
| Amit Zavery Director | Jul 2, 2026 | Award | +33 | – | – | 8,984 |
| Robert N. Duelks Director | Jul 2, 2026 | Award | +143 | – | – | 21,085 |
| Annette L. Nazareth Director | Jul 2, 2026 | Award | +21 | – | – | 9,596 |
| Annette L. Nazareth Director | Jul 2, 2026 | Award | +18 | – | – | 9,614 |
| Eileen K. Murray Director | Jul 2, 2026 | Award | +20 | – | – | 5,740 |
| Eileen K. Murray Director | Jul 2, 2026 | Award | +18 | – | – | 5,758 |
| Maura A. Markus Director | Jul 2, 2026 | Award | +36 | – | – | 32,718 |
| Maura A. Markus Director | Jul 2, 2026 | Award | +98 | – | – | 32,682 |
| Patricia Ann Mosconi Director | Jul 2, 2026 | Award | +1 | – | – | 641 |
| Patricia Ann Mosconi Director | Jul 2, 2026 | Award | +2 | – | – | 640 |
| Melvin L. Flowers Director | Jul 2, 2026 | Award | +18 | – | – | 2,694 |
| Ashima Ghei CFO | Jun 27, 2026 | Tax withholding | −905 | $137.93 | $124.83K | 5,561 |
| Ashima Ghei CFO | Jun 27, 2026 | Option exercise | +2,509 | – | – | 6,466 |
| Eileen K. Murray Director | Jun 10, 2026 | Award | +445 | – | – | 5,720 |
| Amit Zavery Director | Jun 10, 2026 | Award | +206 | – | – | 8,951 |
| Annette L. Nazareth Director | Jun 10, 2026 | Award | +206 | – | – | 9,575 |
| Patricia Ann Mosconi Director | Jun 10, 2026 | Award | +206 | – | – | 638 |
| Maura A. Markus Director | Jun 10, 2026 | Award | +239 | – | – | 32,584 |
| Hope M. Jarkowski Chief Legal Officer | Jun 4, 2026 | Sale | −1,966 | $155.00 | $304.73K | 1 |
| Melvin L. Flowers Director | Apr 8, 2026 | Award | +16 | – | – | 2,676 |
| Patricia Ann Mosconi Director | Apr 8, 2026 | Award | +2 | – | – | 432 |
| Maura A. Markus Director | Apr 8, 2026 | Award | +29 | – | – | 32,345 |
| Maura A. Markus Director | Apr 8, 2026 | Award | +87 | – | – | 32,316 |
| Robert N. Duelks Director | Apr 8, 2026 | Award | +127 | – | – | 20,942 |
| Eileen K. Murray Director | Apr 8, 2026 | Award | +16 | – | – | 5,262 |
| Eileen K. Murray Director | Apr 8, 2026 | Award | +13 | – | – | 5,275 |
| Amit Zavery Director | Apr 8, 2026 | Award | +24 | – | – | 8,745 |
| Amit Zavery Director | Apr 8, 2026 | Award | +27 | – | – | 8,721 |
| brett keller Director | Apr 8, 2026 | Award | +26 | – | – | 16,968 |
| brett keller Director | Apr 8, 2026 | Award | +54 | – | – | 16,942 |
| Annette L. Nazareth Director | Apr 8, 2026 | Award | +16 | – | – | 9,369 |
| Annette L. Nazareth Director | Apr 8, 2026 | Award | +17 | – | – | 9,353 |
| brett keller Director | Apr 7, 2026 | Award | +177 | – | – | 16,888 |
| Eileen K. Murray Director | Apr 7, 2026 | Award | +384 | – | – | 5,246 |
| Maura A. Markus Director | Apr 7, 2026 | Award | +206 | – | – | 32,229 |
| Amit Zavery Director | Apr 7, 2026 | Award | +177 | – | – | 8,694 |
| Annette L. Nazareth Director | Apr 7, 2026 | Award | +177 | – | – | 9,336 |
| Hope M. Jarkowski Chief Legal Officer | Apr 1, 2026 | Option exercise | +2,879 | – | – | 2,880 |
| Hope M. Jarkowski Chief Legal Officer | Apr 1, 2026 | Tax withholding | −913 | $159.98 | $146.06K | 1,967 |
| Maura A. Markus Director | Mar 27, 2026 | Small purchase | +60 | $157.28 | $9.44K | 32,083 |
| Timothy C. Gokey CEO, Director | Mar 6, 2026 | Buy | +5,300 | $194.49 | $1.03M | 142,876 |
| Patricia Ann Mosconi Director | Mar 5, 2026 | Award | +420 | – | – | 430 |
| Robert N. Duelks Director | Mar 2, 2026 | Gift | +17,000 | – | – | 17,000 |
| Robert N. Duelks Director | Mar 2, 2026 | Gift | −17,000 | – | – | 0 |
| Robert N. Duelks Director | Feb 25, 2026 | Returned to company | −486 | $177.04 | $86.04K | 4,474 |
| Robert N. Duelks Director | Feb 6, 2026 | Sale | −253 | $192.60 | $48.73K | 8,600 |
| Robert N. Duelks Director | Feb 6, 2026 | Sale | −253 | $192.60 | $48.73K | 20,815 |
| brett keller Director | Jan 5, 2026 | Award | +39 | – | – | 16,693 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jarkowski Hope Officer | Jun 4, 2026 | 1,966 | $304.72K | Jun 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Ii Llc Bomar Director | Feb 25, 2026 | 486 | $86.04K | Feb 25, 2026 | Restricted stock vesting under a registered plan |
| N. Duelks 2007 Revocable Trust Robert Director | Feb 6, 2026 | 253 | $48.73K | Feb 6, 2026 | Restricted stock vesting under a registered plan |
| Patrick Carey Thomas Officer | Dec 3, 2025 | 10,214 | $2.34M | Dec 3, 2025 | Restricted stock vesting under a registered plan |
| J. Perry Christopher Officer | Nov 18, 2025 | 3,984 | $900.38K | Nov 18, 2025 | Restricted stock vesting under a registered plan |
| Gokey Timothy Officer | Aug 14, 2025 | 106,920 | $27.98M | Aug 14, 2025 | Exercise of Stock Options |
| Gokey Timothy Officer | Aug 13, 2025 | 39,251 | $10.30M | Aug 13, 2025 | Exercise of Stock Options |
| J. Perry Christopher Officer | Aug 12, 2025 | 7,036 | $1.85M | Aug 12, 2025 | Exercise of options under a registered plan |
| Matlin Laura Officer | Aug 7, 2025 | 998 | $270.02K | Aug 7, 2025 | Restricted stock vesting under a registered plan |
| Deschutter Douglas Officer | Jun 6, 2025 | 4,903 | $1.20M | Jun 6, 2025 | Restricted stock vesting under a registered plan |
| N. Duelks 2007 Revocable Tr Robert Director | Jun 6, 2025 | 500 | $122.57K | Jun 6, 2025 | Restricted stock vesting under a registered plan |
| A. Markus Maura Director | Jun 4, 2025 | 3,556 | $864.41K | Jun 4, 2025 | Exercise of options under a registered plan |
| Deschutter Douglas Officer | May 27, 2025 | 5,056 | $1.21M | May 27, 2025 | Restricted stock vesting under a registered plan |
| L. Carter Pamela Director | May 20, 2025 | 4,829 | $1.17M | May 20, 2025 | Exercise of options under a registered plan |
| M. Jarkowski Hope Officer | May 15, 2025 | 1,069 | $257.62K | May 15, 2025 | Restricted stock vesting under a registered plan |