Broadridge Financial Solutions Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:5B9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 May 25	Sell€230,308	Hope Jarkowski	Individual	1,069	€215.44
13 May 25	Sell€765,939	Thomas Carey	Individual	3,607	€212.35
07 May 25	Sell€165,513	Richard Stingi	Individual	800	€206.89
07 May 25	Sell€221,350	Hope Jarkowski	Individual	1,068	€207.26
27 Feb 25	Sell€110,895	Bomar II LLC	Company	485	€228.65
04 Feb 25	Sell€119,685	Laura Matlin	Individual	514	€232.85
03 Dec 24	Sell€118,975	Thomas Carey	Individual	543	€219.11
11 Nov 24	Sell€380,768	Thomas Carey	Individual	1,788	€212.96
07 Nov 24	Sell€1,311,104	Douglas DeSchutter	Individual	6,422	€204.16
10 Sep 24	Sell€3,394,240	Christopher Perry	Individual	17,534	€193.58
06 Sep 24	Sell€1,389,192	Richard Daly	Individual	7,428	€187.02
08 Aug 24	Sell€133,244	Laura Matlin	Individual	673	€197.99
20 May 24	Sell€461,277	Thomas Carey	Individual	2,500	€184.51

Insider Trading Volume

Insider Buying: 5B9 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5B9?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,960	0.00422%
State or Government	104,246	0.0887%
Individual Insiders	526,183	0.448%
General Public	8,212,457	6.99%
Institutions	108,615,594	92.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.48% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.5%	The Vanguard Group, Inc.	14,733,147	€3.2b	3.07%	0.05%
8.98%	BlackRock, Inc.	10,545,936	€2.3b	0.21%	0.04%
4.94%	T. Rowe Price Group, Inc.	5,802,485	€1.3b	-4.18%	0.12%
4.77%	State Street Global Advisors, Inc.	5,607,093	€1.2b	1.33%	0.05%
2.69%	Geode Capital Management, LLC	3,155,855	€682.7m	3.91%	0.05%
2.63%	Janus Henderson Group plc	3,085,177	€667.5m	-3.01%	0.3%
2.49%	Morgan Stanley Investment Management Inc.	2,930,705	€634.0m	-2.58%	0.51%
1.5%	Eaton Vance Management	1,763,008	€381.4m	2.35%	0.09%
1.44%	Mitsubishi UFJ Asset Management Co., Ltd.	1,689,607	€365.5m	2.42%	0.19%
1.43%	Barclays PLC Private Banking & Investment Banking Investment	1,680,102	€363.5m	12.3%	0.24%
1.38%	Stichting Pensioenfonds ABP	1,626,390	€351.9m	-2.69%	0.63%
1.38%	UBS Asset Management AG	1,620,941	€350.7m	11.1%	0.03%
1.34%	Stifel Asset Management Corp.	1,575,038	€340.7m	-2.48%	0.39%
1.34%	Northern Trust Global Investments	1,573,327	€340.4m	-1.96%	0.05%
1.32%	Capital Research and Management Company	1,548,013	€334.9m	-22.3%	0.02%
1.18%	Jensen Investment Management Inc	1,386,609	€300.0m	-14.5%	3.02%
1.04%	Invesco Capital Management LLC	1,227,278	€265.5m	-3.3%	0.1%
0.99%	Bahl & Gaynor, Inc.	1,168,351	€252.8m	3.41%	1.42%
0.99%	Wells Fargo & Company, Securities and Brokerage Investments	1,162,851	€251.6m	-0.44%	0.08%
0.96%	Veritas Investment Management LLP	1,123,865	€243.1m	5.11%	4.57%
0.93%	Legal & General Investment Management Limited	1,089,307	€235.7m	14.8%	0.05%
0.88%	Columbia Management Investment Advisers, LLC	1,035,938	€224.1m	578%	0.06%
0.84%	Dimensional Fund Advisors LP	990,168	€214.2m	1.89%	0.03%
0.76%	Fayez Sarofim & Co., LLC	891,590	€192.9m	-0.39%	0.52%
0.73%	Kayne Anderson Rudnick Investment Management, LLC	857,126	€185.4m	-1.46%	0.44%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/18 13:47
End of Day Share Price	2025/05/16 00:00
Earnings	2025/03/31
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Broadridge Financial Solutions, Inc. is covered by 25 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jennifer Cook	Atlantic Equities LLP
Ishan Majumdar	Baptista Research
Darrin Peller	Barclays