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State Street (BR) discloses 5.51M shares, 4.7% stake in Broadridge

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

Rhea-AI Filing Summary

BROOKRIDGE FINANCIAL SOLUTIONS INC Schedule 13G: State Street Corporation reports beneficial ownership of 5,511,408 shares of Common Stock, representing 4.7% of the class. The filing lists shared voting power 3,351,280 and shared dispositive power 5,507,746. The filing is signed by Elizabeth Schaefer on 05/12/2026.

Positive

  • None.

Negative

  • None.

Insights

State Street reports a passive 4.7% stake held across multiple advisory entities.

State Street Corporation discloses beneficial ownership of 5,511,408 shares with shared voting power 3,351,280 and shared dispositive power 5,507,746. The filing lists multiple State Street advisory subsidiaries as acquiring entities.

Holder composition and shared powers indicate investment-manager voting arrangements; subsequent filings could show changes in percent ownership or voting alignment.

Filing is a routine disclosure under beneficial ownership rules, not an active control claim.

The form is classified as a Schedule 13G stating ownership of less than 5% or passive reporting treatment; Item 5 and Item 6 text reference 5% threshold and third‑party interests. Multiple State Street affiliates are identified under Item 7.

Regulatory posture: this is a compliance disclosure; any material changes would require amended filings per Section 13 rules.

Report date 03/31/2026 Schedule 13G reporting date
Beneficial ownership 5,511,408 shares Amount beneficially owned reported on the form
Percent of class 4.7% Percent of class reported on Schedule 13G
Shared voting power 3,351,280 shares Shares with shared voting power
Shared dispositive power 5,507,746 shares Shares with shared dispositive power
Signature date 05/12/2026 Form signed by Elizabeth Schaefer
Beneficial ownership regulatory
"Amount beneficially owned: 5511408.00"
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.
Shared dispositive power regulatory
"Shared power to dispose or to direct the disposition of: 5,507,746"
Schedule 13G regulatory
"Item 5. | Ownership of 5 Percent or Less of a Class."
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.
Investment Company Act (IA) regulatory
"SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS"





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





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:05/12/2026

FAQ

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

State Street reports beneficial ownership of 5,511,408 shares, representing 4.7% of the class. The Schedule 13G lists shared voting power of 3,351,280 and shared dispositive power of 5,507,746, across several State Street advisory entities.

Does State Street claim control over Broadridge after this filing?

No—this filing does not claim control; it reports beneficial ownership of 4.7%. The form lists shared voting and dispositive powers but is a Schedule 13G passive disclosure, not an assertion of control or takeover intent.

Which State Street entities are named in the Schedule 13G for BR?

The filing lists multiple advisory affiliates, including SSGA Funds Management, State Street Global Advisors (various jurisdictions) and related entities. Item 7 enumerates the specific State Street advisory subsidiaries associated with the holdings.

When was the Schedule 13G for Broadridge signed and filed?

The filing is signed by Elizabeth Schaefer (Senior Vice President, Chief Accounting Officer) and dated 05/12/2026. The form references the security's CUSIP 11133T103 and reporting date 03/31/2026.

Are the shares reported as solely or jointly controlled by State Street?

The filing shows 0 shares with sole voting or dispositive power and reports shared voting power 3,351,280 and shared dispositive power 5,507,746, indicating joint or shared control arrangements for these holdings.