Exploring Broadridge Financial Solutions, Inc. (BR) Investor Profile: Who’s Buying and Why?

Exploring Broadridge Financial Solutions, Inc. (BR) Investor Profile: Who’s Buying and Why?

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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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