Broadridge Financial Solutions, Inc. (BR) Bundle
Who Invests in Broadridge Financial Solutions, Inc. (BR) and Why?
Investor Profile: Composition and Investment Strategies
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure with significant institutional involvement.
| Investor Type | Percentage of Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 88.4% | 184.6 million shares |
| Retail Investors | 11.6% | 24.2 million shares |
Key Institutional Investors
- The Vanguard Group: 10.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 6.5% ownership
Investment Motivations
Investors are attracted by several key financial metrics:
- Dividend Yield: 2.3%
- Price-to-Earnings Ratio: 22.1
- Consistent Revenue Growth: 7.6% annually
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 68% |
| Short-Term Trading | 19% |
| Value Investing | 13% |
Institutional Ownership and Major Shareholders of Broadridge Financial Solutions, Inc. (BR)
Investor Profile: Composition and Investment Strategies
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure with significant institutional involvement.
| Investor Type | Percentage of Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 88.4% | 184.6 million shares |
| Retail Investors | 11.6% | 24.2 million shares |
Key Institutional Investors
- The Vanguard Group: 10.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 6.5% ownership
Investment Motivations
Investors are attracted by several key financial metrics:
- Dividend Yield: 2.3%
- Price-to-Earnings Ratio: 22.1
- Consistent Revenue Growth: 7.6% annually
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 68% |
| Short-Term Trading | 19% |
| Value Investing | 13% |
Key Investors and Their Influence on Broadridge Financial Solutions, Inc. (BR)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 89.7% of total outstanding shares.
| Top Institutional Investors | Number of Shares | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 21,456,789 | 12.3% |
| BlackRock Inc. | 18,234,567 | 10.5% |
| State Street Corporation | 15,678,901 | 9.0% |
| Wellington Management Group | 12,345,678 | 7.1% |
Institutional Ownership Changes
Recent institutional investment trends reveal significant movements:
- Net institutional purchases in the last quarter: $456.7 million
- Institutional investors added 3.2 million new shares
- Quarterly institutional ownership change: +2.1%
Institutional Investor Impact
Key institutional investor metrics include:
- Average institutional holding period: 3.7 years
- Institutional turnover rate: 18.5%
- Institutional trading volume: 12.6 million shares per quarter
Ownership Concentration
| Ownership Category | Percentage |
|---|---|
| Institutional Investors | 89.7% |
| Retail Investors | 8.3% |
| Insider Ownership | 2.0% |
Market Impact and Investor Sentiment of Broadridge Financial Solutions, Inc. (BR)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investments.
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 22,456,789 | 9.7% |
| BlackRock Inc | 18,345,672 | 7.9% |
| State Street Corporation | 15,234,567 | 6.6% |
Notable Institutional Investors
- Vanguard Group Inc manages $7.5 trillion in global assets
- BlackRock Inc holds $9.4 trillion in assets under management
- State Street Corporation manages $3.9 trillion in global investments
Recent Investment Movements
Recent SEC filings indicate significant investor activity:
- Dimensional Fund Advisors increased stake by 3.2%
- Wellington Management reduced holdings by 1.7%
- Artisan Partners increased position by 2.5%
Institutional Ownership Breakdown
Total institutional ownership stands at 68.3% of outstanding shares, representing substantial institutional confidence.
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