BROADRIDGE FINANCIAL SOLUTIO (BR) Institutional Ownership Changes & 13F Activity

BROADRIDGE FINANCIAL SOLUTIO (BR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Parnassus Endeavor Fund, Jensen Investment Management, Sequoia Financial Advisors, Renaissance Technologies LLC, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Parnassus Endeavor FundSell-105,787258,836$42,055,673
Q1 2026Jensen Investment ManagementBuy86,335855,784$139,047,784
Q1 2026Sequoia Financial AdvisorsBuy1,2044,450$723,048
Q4 2025Jensen Investment ManagementSell-330,401769,449$171,717,933
Q4 2025Parnassus Endeavor FundSell-15,750364,623$81,372,915
Q4 2025Sequoia Financial AdvisorsBuy773,246$724,429
Q3 2025Jensen Investment ManagementSell-197,2331,099,850$261,951,275
Q3 2025Renaissance Technologies LLCSell-188,10052,800$12,575,376
Q3 2025Parnassus Endeavor FundSell-12,425380,373$90,593,437
Q3 2025Sequoia Financial AdvisorsBuy3263,169$754,776
Q2 2025Jensen Investment ManagementSell-89,5261,297,083$315,230,081
Q2 2025Parnassus Endeavor FundSell-45,683392,798$95,461,698
Q2 2025Sequoia Financial AdvisorsBuy1,6902,843$690,884
Q1 2025Jensen Investment ManagementSell-235,5701,386,609$336,197,218
Q1 2025Parnassus Endeavor FundSell-21,111438,481$106,314,103
Q1 2025Sequoia Financial AdvisorsBuy1011,153$279,467
Q4 2024Parnassus Endeavor FundSell-30,569459,592$103,909,155
Q4 2024Jensen Investment ManagementSell-21,0361,622,179$366,758,450
Q4 2024Sequoia Financial AdvisorsSell-7151,052$237,953
Q3 2024Renaissance Technologies LLCBuy202,600240,900$51,800,727
Q3 2024Jensen Investment ManagementSell-95,0651,643,215$353,340,521
Q3 2024Parnassus Endeavor FundSell-18,206490,161$105,399,320
Q3 2024Mairs & Power Growth FundBuy1,3501,350$290,291
Q2 2024Jensen Investment ManagementSell-38,5971,738,280$342,441,160
Q2 2024Parnassus Endeavor FundSell-33,913508,367$100,148,299
Q1 2024Parnassus Endeavor FundSell-253,373542,280$111,091,481
Q1 2024Jensen Investment ManagementSell-5,9781,776,877$364,011,022
Q4 2023Parnassus Endeavor FundSell-256,640795,653$163,705,605
Q4 2023Renaissance Technologies LLCSell-96,60038,300$7,880
Q4 2023Jensen Investment ManagementSell-42,4841,782,855$366,822,416

Frequently asked questions about BR activity

  • Which institutional owners are buying BR?

    Institutional owners buying BR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BR activity?

    "Buy" means an investor increased their reported position in BR compared to the prior reporting period. This reflects growing exposure to BROADRIDGE FINANCIAL SOLUTIO (BR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BR increasing?

    Institutional interest in BR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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