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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include California State Teachers Retirement System, Manufacturers Life Insurance Company, The, Citadel Advisors Llc, Corient Private Wealth Llc, and Allianz Asset Management Gmbh.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Reynders Mcveigh Capital Management, LlcBuy+87,44787,447$11.98KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-300-20.0%1,200$164.34KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+2,503,979+648.0%2,890,414$395.84MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-52,386-77.9%14,872$2.04MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+139+21.5%785$107.51KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-136,857-81.4%31,362$4.29MQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+1,580,539+682.5%1,812,120$248.17MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+470,551+577.0%552,098$77.31MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-10,496-70.9%4,310$620.19KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+82+341.7%106$14.52KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+968,444+243.9%1,365,465$188.21MQ2 2026Aug 27, 2026
Optimize Financial IncSell-8-0.3%2,411$330.19KQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+6,7516,751$977.80KQ2 2026Aug 26, 2026
California State Teachers Retirement SystemBuy+26,621,826+13188.1%26,823,688$26.82MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-5-1.6%317$43.41KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-114,587-86.3%18,244$2.50MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+83+3.0%2,894$397.10KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+21,051+81.7%46,804$6.41MQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+1,705+9.7%19,325$2.62MQ2 2026Aug 18, 2026
Tilia Fiduciary Partners, Inc.Buy+652+4.9%13,884$1.90MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-109-1.9%5,483$751.50KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+9292$12.46KQ2 2026Aug 18, 2026
Fayez Sarofim & CoSell-265,507-69.7%115,362$15.80MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+69,618+84.8%151,678$22.87MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+10,727+22.1%59,157$8.10MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-5,619-70.0%2,403$329.09KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-1,958-5.2%35,809$4.90MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+1,6291,629$223.09KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+301+5.7%5,563$761.84KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+157+8.7%1,955$267.74KQ2 2026Aug 17, 2026
Showing 30 of 1,026

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.