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State Street discloses 5.1% stake in Broadridge (NYSE: BR)

Filing Impact
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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

State Street Corporation has filed a Schedule 13G reporting beneficial ownership of 5,995,200 shares of Broadridge Financial Solutions Inc. common stock, representing 5.1% of the class as of the event date. State Street reports shared voting power over 3,674,915 shares and shared dispositive power over 5,994,841 shares, with no sole voting or dispositive power. The securities are certified as held in the ordinary course of business and not for the purpose of changing or influencing control of Broadridge.

Positive

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Negative

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Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:02/09/2026

FAQ

What stake does State Street Corporation report in Broadridge (BR)?

State Street Corporation reports beneficial ownership of 5,995,200 Broadridge common shares, representing 5.1% of the outstanding class. This stake is disclosed on a Schedule 13G, indicating a passive ownership position rather than an activist or control-seeking investment.

What voting and dispositive powers does State Street have over Broadridge (BR) shares?

State Street reports shared voting power over 3,674,915 Broadridge shares and shared dispositive power over 5,994,841 shares. It reports no sole voting or dispositive power, meaning decisions are made jointly through affiliated investment management entities listed in the filing.

Is State Street’s Broadridge (BR) stake intended to influence control of the company?

No. State Street certifies the Broadridge securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control, consistent with a passive institutional investor filing on Schedule 13G.

Which State Street affiliates are associated with the Broadridge (BR) holdings?

Affiliates listed include SSGA Funds Management, Inc. and several State Street Global Advisors entities across Japan, Asia, Europe, the UK, Singapore, Australia, and Saudi Arabia. These investment adviser subsidiaries are identified as related to the reported Broadridge share ownership.

When was the ownership level in Broadridge (BR) that triggered this Schedule 13G measured?

The ownership information is reported as of the event date 12/31/2025. At that time, State Street’s beneficial holdings in Broadridge common stock reached 5,995,200 shares, or 5.1% of the class, requiring disclosure on Schedule 13G under SEC rules.
Broadridge Finl Solutions Inc

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