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Vanguard Portfolio Management reports 5.47% stake in Broadridge (NYSE: BR)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Broadridge Financial Solutions Inc ownership disclosed: Vanguard Portfolio Management reports beneficial ownership of 6,392,831 shares, representing 5.47% of common stock as of the filing. The filing states Vanguard has sole dispositive power over the 6,392,831 shares and sole voting power for 29,077 shares. The disclosure covers shares held for multiple Vanguard-managed funds and accounts and is signed on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a sizable 5.47% passive stake in Broadridge.

Vanguard Portfolio Management reports beneficial ownership of 6,392,831 shares with sole dispositive power, indicating voting control is concentrated in a small subset (29,077 shares) of the holding. The filing follows Schedule 13G disclosure norms for institutional investors.

Because the stake is below typical 10% takeover thresholds, this position is notable for scale but not control; subsequent 13D or Form 4 filings would signal active campaigns or insider trading activity.

Disclosure clarifies custody and power structure across Vanguard entities.

The statement notes dispositive power exercised across Vanguard funds and client accounts, consistent with pooled management arrangements. The filing explains that some affiliates exercise voting/dispositive power for specific sleeves or clients.

Watch for any future changes in voting power or amendments that would indicate activist intent or a filing upgrade.

Shares beneficially owned 6,392,831 shares reported in Schedule 13G
Percent of class 5.47% percent of common stock reported
Sole voting power 29,077 shares shares with sole power to vote
Filing signature date 04/29/2026 signature date on Schedule 13G
Schedule 13G regulatory
"This submission is a Schedule 13G used by institutional investors"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Amount beneficially owned: 6392831"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 6392831"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.





11133T103

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard hold in Broadridge (BR)?

Vanguard Portfolio Management beneficially owns 6,392,831 shares, representing 5.47% of Broadridge common stock, as reported in the Schedule 13G filing signed 04/29/2026. The filing lists sole dispositive power for those shares.

Does Vanguard control Broadridge voting decisions?

Vanguard reports sole voting power over 29,077 shares and sole dispositive power over 6,392,831 shares. The filing indicates voting and dispositive roles are split across Vanguard-managed funds and affiliates.

Is this a passive 13G or an active 13D filing?

This submission is a Schedule 13G, which is used by institutional investors reporting passive holdings. The filing language attributes holdings to Vanguard-managed funds and does not assert activist intent.

Will Vanguard's 5.47% stake trigger change-of-control actions?

A 5.47% stake is below common control or takeover thresholds. The filing does not describe any agreement to seek control; any material change would require an amended filing or a Schedule 13D if activism begins.