AI summary pending
View Full Filing (SEC EDGAR)Broadridge Financial Solutio
$178.06-1.3%
+$3.4B
Net Activity
+24.86% total shares
Institutions Holding
1017
Popularity Rank
#472
Avg Weight
0.09%
Total Value
$15.5B
Market Cap
$20.9B
1017 institutions currently hold BR, with 470 net buyers and 562 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
562
Net Buying Institutions
470
Top 5 by Value
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Across its top 20 institutional holders, BR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 40/100).
BR ranks #472 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
1017 institutions disclose a position in BR, but none treat it as a major bet — even Yacktman Asset Management LP, its most concentrated holder, allocates just 1.5% of its own portfolio to it.
Two Sigma Investments, LP has added to its BR position for two straight quarters, increasing it by $192.6M to reach $204.7M today.
BlackRock has trimmed its BR position for two straight quarters, cutting it by $874.9M while still holding $1.5B.
BR is down 1.3% today, but institutions show net buying of $3.4B this quarter — a divergence between today's price move and the underlying institutional flow.
BR posted net income of $1.1B over the trailing twelve months, and currently trades at a P/E of 18.5.
+$3.1B
Total Buy Value
$2.5B
Total Sell Value
470
Net Buyers
562
Net Sellers
BR
Q2 2026
Top 5 Institutional Movers
Institutional net inflows but breadth negative; insider data too thin
Signal Basis
13F filings show a net value change of +$3.4B, yet sellers (562) outnumber buyers (469), indicating concentration among large holders rather than broad institutional accumulation; insider activity consists of a single buy worth ~$1.03M with a middling confidence score of 50.03 and no cluster alert, providing insufficient signal to confirm a directional call.
Confirmation
A subsequent quarter where net buyer count exceeds net seller count alongside a cluster of 3+ insider buys would confirm a bullish trajectory.
Invalidation Risk
If institutional net value change turns negative or insiders begin coordinated selling, the current marginally constructive flow picture would be invalidated.
AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.
See the institutional 13F filings behind this signalBR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 49/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
unique buyers
$1.03M
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Buy | Gokey Timothy C | 2026-03-06 | $1.03M |
| Sell | Robert N Duelks | 2026-02-06 | $49K |
| Sell | Robert N Duelks | 2026-02-06 | $49K |
| Sell | Carey Thomas P | 2025-12-03 | $264K |
| Sell | Carey Thomas P | 2025-12-03 | $806K |
| Sell | Carey Thomas P | 2025-12-03 | $1.27M |
| Sell | Christopher John Perry | 2025-11-18 | $900K |
| Sell | Gokey Timothy C | 2025-08-25 | $1.47M |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)11133T103, 11133t103
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