Follow-The-Filings

Security · featured owners

BR Broadridge Financial Solutions

Industrials COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.5%
  • $175M
  • 1 new 2 reduce

BR (Broadridge Financial Solutions) is held in 4 featured 13F books as of 2026 Q2. Don Yacktman - Yacktman Asset Management is the largest tracked holder by portfolio weight (1.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.5% (Don Yacktman - Yacktman Asset Management) · not free-float ownership

  1. Don Yacktman new 1.5%
  2. Jensen Investment Management reduce 1.3%
  3. Murray Stahl reduce 0.03%
  4. Kentucky Trust Co. 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Don Yacktman - Yacktman Asset Management 2026 Q2 1.5% New 1.5% 878,522 $120M history
Jensen Investment Management 2026 Q2 1.3% Reduce −55.6% 380,126 $52M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.03% Reduce −2.1% 21,706 $3M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.02% Hold 300 $41K history

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,8.01
10-K
8-K 5.02,9.01
8-K 8.01,9.01
8-K 1.01,2.03,8.01,9.01
8-K 7.01,9.01
424B5
8-K 1.01,8.01,9.01
424B5
8-K 2.02,9.01
10-Q

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Aug 12, 2026 · 6 forms
4/A Period Feb 6, 2026
4 Period Jul 2, 2026 · 7 forms
4 Period Jun 27, 2026
4 Period Jun 10, 2026 · 5 forms
4 Period Jun 4, 2026
4 Period Apr 8, 2026 · 4 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $6.06B $6.51B $6.89B $7.48B
Net income $0.631B $0.698B $0.84B $1.12B
Net margin * 10.4% 10.7% 12.2% 15.0%

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

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $0.823B $1.06B $1.17B $1.35B
Cash from investing -$80.4M -$148M -$316.2M -$452M
Cash from financing -$0.715B -$0.856B -$0.601B -$1.05B
Net change in cash $27.6M $52.1M $257.1M -$158.7M

ownership over time

filing count by report period · click a bar for that quarter’s holders