BROADRIDGE FINANCIAL SOLUTIONS, INC.
Ticker: BRIndustrialsBusiness ServicesS&P 500The business
Broadridge Financial Solutions, Inc. (NYSE: BR) is a global financial technology leader that powers investing, corporate governance, and communications for the financial services industry. The company operates through two primary reportable segments: Investor Communication Solutions, which represents approximately 74 percent of revenues, and Global Technology and Operations, which accounts for approximately 26 percent of revenues.
The Investor Communication Solutions segment provides regulatory solutions including proxy materials distribution and voting services, data-driven fund solutions with analytics and compliance capabilities, corporate issuer solutions spanning shareholder meetings and regulatory filings, and customer communications solutions for omni-channel delivery across print and digital channels. The Global Technology and Operations segment delivers mission-critical infrastructure for capital markets and wealth management, including front-to-back transaction processing, trade lifecycle management, and portfolio management solutions.
Broadridge serves a diverse client base including banks, broker-dealers, asset and wealth managers, public companies, mutual funds, retirement service providers, and corporate issuers across financial services and other industries. In fiscal year 2026, the company managed proxy voting for over one billion equity proxy positions, processed more than eight billion investor and customer communications, and processed an average of over eighteen trillion dollars in tokenized and traditional securities trades daily.
The company operates through a network of highly automated production facilities and geographically dispersed processing centers providing disaster recovery capabilities. Broadridge maintains a portfolio of more than 180 U.S. and non-U.S. patents and operates proprietary technology platforms built on hybrid cloud and traditional data center infrastructure designed for high availability and scalability.
The company's growth strategy focuses on three key themes: democratization and digitization in governance, simplifying and innovating trading in capital markets, and modernizing wealth and investment management. Broadridge positions itself as a bridge between traditional and digital finance, with capabilities supporting tokenized securities, blockchain-enabled solutions, and artificial intelligence integration across its service offerings. The company website is www.broadridge.com.
- Sector
- Industrials
- Industry
- Business Services
- HQ
- LAKE SUCCESS, NY
- FY end
- 06-30
- CIK
- 1383312
- SIC
- 7389
Ownership
Who holds BROADRIDGE FINANCIAL SOLUTIONS, INC. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $502.75M |
| Schwab U.S. Dividend Equity ETF SCHD · SCHWAB STRATEGIC TRUST | 0.45% | $428.45M |
| VANGUARD 500 INDEX FUND VOO · VANGUARD INDEX FUNDS | 0.02% | $410.42M |
| VanEck Morningstar Wide Moat ETF MOAT · VanEck ETF Trust | 2.00% | $232.15M |
| Fidelity 500 Index Fund FXAIX · Fidelity Concord Street Trust | 0.03% | $229.66M |
Bonds held by funds
Funds report holding 4 issues of BROADRIDGE FINANCIAL SOLUTIONS, INC.'s debt, $298.49M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.66%, maturing 2026–2036.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| BROADRIDGE FINAN | 2.900% | 2029-12-01 | 63 | $104.94M |
| Broadridge Financial Solutions Inc | 5.750% | 2036-05-15 | 44 | $81.30M |
| Broadridge Financial Solutions Inc | 2.600% | 2031-05-01 | 55 | $76.95M |
| Broadridge Financial Solutions Inc | 3.400% | 2026-06-27 | 13 | $35.30M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
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