BR Broadridge Financial
Industrials, filed as Broadridge Financial Solutions (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab
Bought by 1 manager in 2026 Q2, sold by 1
Who owns this now
Largest portfolio weights among holders, up to 0.0% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.
Who owns BR
Sorted by value, long equity only, as of 2026 Q3.
| History | |||||
|---|---|---|---|---|---|
| Kentucky Trust Co., Kentucky Trust | Hold | 300 | $48K | History |
Insider trades
Open-market buys and sales by BR's executives, directors and 10% owners in the last 12 months, from their Form 4s
- $1M bought by 1 insider
- $3.6M sold by 4 insiders outside a trading plan
- None no planned (10b5-1) sales
-
Robert N Duelks DirectorSale$49K 253 shares at $192.60 2.9% of stakeTraded Feb 6 Filed Aug 10
-
Hope M. Jarkowski Chief Legal OfficerSale$305K 1,966 shares at $155.00 100% of stakeTraded Jun 4 Filed Jun 5
-
Timothy C Gokey CEOBuy$1M 5,300 shares at $194.49 +3.9% to stakeTraded Mar 6 Filed Mar 9
-
Thomas P Carey Corporate VPSale$2.3M 10,214 shares at $229.26 63% of stakeTraded Dec 3, 2025 Filed Dec 4, 2025
-
Christopher John Perry PresidentSale$900K 3,984 shares at $226.00 8.2% of stakeTraded Nov 18, 2025 Filed Nov 18, 2025
Also filed in the last 12 months, not counted as buying or selling: 83 stock grants, 8 share withholdings for taxes, 5 option exercises, 3 gifts, 1 sale back to the company, and 1 sale to cover taxes.
Congress
6 members of Congress traded BR in the last three years: 7 buys and 4 sales. 7 members listed it in 2025 annual reports.
- Alan Armstrong Buy $1K–$15K Mar 27 filed Jul 21
-
Gilbert Ray Cisneros, Jr.
Buy
$1K–$15K
Jun 16
filed Jul 2
-
Gilbert Ray Cisneros, Jr.
Partial sale
$1K–$15K
May 15
filed Jun 8
-
Gilbert Ray Cisneros, Jr.
Buy
$1K–$15K
Apr 14
filed May 8
-
Rick Larsen
Sell
$1K–$15K
Apr 7
filed Apr 15
-
Dan Newhouse
Buy
$1K–$15K
Dec 31, 2025
filed Jan 15
SEC filings
Recent issuer filings from EDGAR, 5 shown.
Financials
US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.
Income statement
Balance sheet
| Metric | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|
| Total current assets | $1.39B | $1.54B | $1.82B | $1.75B |
| Total non-current assets * | $6.84B | $6.7B | $6.73B | $7.2B |
| Total assets | $8.23B | $8.24B | $8.54B | $8.95B |
| Total current liabilities | $2.4B | $1.42B | $1.86B | $1.41B |
| Total non-current liabilities * | $3.59B | $4.65B | $4.03B | $4.69B |
| Total equity | $2.24B | $2.17B | $2.66B | $2.84B |
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.