undamentalytics Newsletter

Broadridge Financial Solutions: which funds bought and sold

Institutions that bought and sold Broadridge Financial Solutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 461 institutions that filed 13F reports for both quarters added to or opened positions in Broadridge Financial Solutions, and 549 cut or closed them. Together they sold a net 3.0M shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.8M shares (+12.6%); index fund managers were net sellers of 121K shares (−0.3%). 96 opened a new position and 144 sold out entirely.

Bought, Q2 2026 461 institutions, 96 of them new holders Sold, Q2 2026 549 institutions, 144 of them sold out
Net change, all compared −3.0M shares (−2.8%)
Net change, active managers +1.8M shares (+12.6%), 41 bought, 34 sold

Buyers versus sellers

institutions compared, 1,135
Active managers and hedge funds 41 bought · 34 sold · +1.8M
Index fund managers 6 bought · 6 sold · −121K
Other institutions 414 bought · 509 sold · −4.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Fil Ltd Active manager +1.1M +138309.6% 1.1M $157M
Two Sigma Investments, LP Hedge fund +1.1M +312.3% 1.5M $205M
Manufacturers Life Insurance Company, The +1.1M +274.0% 1.4M $198M
Yacktman Asset Management LP Active manager +879K New position 879K $120M
Qube Research & Technologies Ltd Hedge fund +793K +152.2% 1.3M $180M
Citadel Advisors LLC Hedge fund +674K +291.2% 906K $124M
UBS Group AG +623K +75.7% 1.4M $198M
Victory Capital Management Inc Active manager +446K +278.7% 606K $82.9M
Vinva Investment Management Ltd +441K +182.6% 682K $93M
Bank Of Nova Scotia +361K +1988.2% 379K $51.9M
HRT Financial LP +342K New position 342K $46.9M
Charles Schwab Investment Management Inc Index funds +324K +9.6% 3.7M $507M
Jane Street Group, LLC +305K +4988.8% 311K $42.7M
Tudor Investment Corp Et Al Hedge fund +290K +188.0% 445K $60.9M
State Street Corp Index funds +206K +3.7% 5.7M $788M
Voloridge Investment Management, LLC Hedge fund +192K +185.4% 296K $40.5M
Van Eck Associates Corp +190K +11.3% 1.9M $257M
Trexquant Investment LP Hedge fund +182K New position 182K $25M
Caisse De Depot Et Placement Du Quebec +145K +1112.6% 158K $21.6M
Quantinno Capital Management LP +140K +170.5% 223K $30.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alliancebernstein L.P. Active manager −1.2M −33.6% 2.5M $401M
Navera Investment Management Ltd. −1.0M −99.7% 3,184 $435,810
Ameriprise Financial Inc −875K −47.3% 977K $134M
T. Rowe Price Investment Management, Inc. Active manager −866K Sold out 0 —
Jpmorgan Chase & Co −841K −55.5% 673K $91.2M
Rathbones Group PLC −805K Sold out 0 —
Mitsubishi Ufj Asset Management Co., Ltd. −693K −70.4% 291K $39.9M
APG Asset Management N.V. −687K −88.6% 89K $10.6M
Kayne Anderson Rudnick Investment Management LLC Active manager −679K −98.5% 10K $1.4M
Pinebridge Investments LLC −652K −94.1% 41K $5.6M
Jensen Investment Management Inc −476K −55.6% 380K $52.1M
Price T Rowe Associates Inc Active manager −337K −28.3% 852K $117M
Capital International Investors Active manager −298K Sold out 0 —
Amundi −287K −27.1% 772K $106M
Barclays PLC −275K −13.1% 1.8M $250M
Fayez Sarofim & Co Active manager −266K −69.7% 115K $15.8M
Vanguard Portfolio Management LLC Index funds −264K −4.1% 6.1M $835M
Parnassus Investments, LLC Active manager −259K Sold out 0 —
Marshall Wace, LLP Hedge fund −255K −93.1% 19K $2.6M
Blackrock, Inc. Index funds −243K −2.2% 10.8M $1.5B

New positions

largest by value
InstitutionSharesValue June 30, 2026
Yacktman Asset Management LPActive manager 879K $120M
HRT Financial LP 342K $46.9M
Trexquant Investment LPHedge fund 182K $25M
Bridgewater Associates, LPHedge fund 36K $4.9M
Numerai Gp LLC 32K $4.4M
Ceera Investments, LLC 24K $3.2M
Bli - Banque De Luxembourg Investments 21K $2.9M
Freestone Grove Partners LPHedge fund 20K $2.7M
ING Groep NV 19K $2.6M
Capitolis Liquid Global Markets LLC 18K $2.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
T. Rowe Price Investment Management, Inc.Active manager 866K $141M
Rathbones Group PLC 805K $131M
Capital International InvestorsActive manager 298K $48.4M
Parnassus Investments, LLCActive manager 259K $42.1M
Moran Wealth Management, LLC 68K $11.1M
Tredje Ap-Fonden 45K $7.3M
Motley Fool Wealth Management, LLC 44K $7.1M
Mccollum Christoferson Group LLC 44K $5.6M
Van Lanschot Kempen Investment Management N.V. 32K $5.2M
Ieq Capital, LLC 27K $4.4M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,009
Ten largest holders
42.6%
of 13F-reported shares
Index fund managers
37.3%
of 13F-reported shares
Active managers and hedge funds
14.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 41 34 10 10 +1.8M +12.6%
Index fund managers 6 6 0 0 −121K −0.3%
Other institutions 414 509 86 134 −4.6M −8.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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