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Broadridge

1,011 hedge funds and large institutions have $14.8B invested in Broadridge in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 364 increasing their positions, 405 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.94% less ownership

Funds ownership: 93.8%92.85% (-0.94%)

10% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $32.1M

5% less funds holding

Funds holding: 1,0611,011 (-50)

10% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 405

18% less capital invested

Capital invested by funds: $18B → $14.8B (-$3.23B)

21% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 145

Holders
1,011
Holders Change
-50
Holders Change %
-4.71%
% of All Funds
12.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
114
Increased
364
Reduced
405
Closed
145
Calls
$28.9M
Puts
$32.1M
Net Calls
-$3.18M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.47B -$36.8M -243,495 -2%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.03B -$5.76M -38,140 -0.5%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$835M -$39.8M -263,813 -4%
State Street
4
State Street
Massachusetts
$788M +$31.1M +205,641 +4%
Charles Schwab
5
Charles Schwab
California
$507M +$48.9M +323,965 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$452M -$23.5M -155,883 -4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$401M -$188M -1,248,074 -34%
Morgan Stanley
8
Morgan Stanley
New York
$294M +$17.8M +117,687 +6%
Invesco
9
Invesco
Georgia
$278M +$2.01M +13,277 +0.7%
JT
10
Jupiter Topco
New York
$262M +$289M +1,912,032 New
VanEck Associates
11
VanEck Associates
New York
$257M +$28.7M +190,301 +11%
Northern Trust
12
Northern Trust
Illinois
$255M +$10.1M +66,820 +4%
Barclays
13
Barclays
United Kingdom
$250M -$41.6M -275,299 -13%
Norges Bank
14
Norges Bank
Norway
$243M +$268M +1,773,005 New
AQR Capital Management
15
AQR Capital Management
Connecticut
$229M +$10M +66,529 +4%
Goldman Sachs
16
Goldman Sachs
New York
$220M -$8.23M -54,517 -3%
Two Sigma Investments
17
Two Sigma Investments
New York
$205M +$171M +1,132,448 +312%
UBS Group
18
UBS Group
Switzerland
$198M +$94.1M +622,846 +76%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$198M +$160M +1,058,772 +274%
Stifel Financial
20
Stifel Financial
Missouri
$198M +$2.21M +14,610 +1%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$180M +$120M +792,522 +152%
Fidelity International
22
Fidelity International
Bermuda
$157M +$173M +1,143,820 +138,310%
Wells Fargo
23
Wells Fargo
California
$137M -$9.23M -61,129 -6%
UBS AM
24
UBS AM
Illinois
$136M -$6.41M -42,424 -4%
Ameriprise
25
Ameriprise
Minnesota
$134M -$132M -874,932 -47%

BR Hedge Fund Activity: Q2 2026 in Review

1,011 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2026, worth a combined $14.8B — down 18% from $18B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of BR and 114 opened new positions — a net loss of 31 holders — while 405 trimmed existing stakes and 364 added.

The largest buyer was Fidelity International, adding an estimated $173M. The largest seller was AllianceBernstein, cutting an estimated $188M.

  • 1,011 institutional investors held Broadridge (BR) as of Q2 2026, down from 1,061 in Q1 2026.
  • Funds reported $14.8B of Broadridge stock for Q2 2026, down 18% quarter-over-quarter.
  • 114 funds opened new Broadridge positions in Q2 2026 and 145 closed out, a net change of -31 holders.
  • The largest Broadridge buyer in Q2 2026 was Fidelity International, an estimated $173M added.
  • The largest Broadridge seller in Q2 2026 was AllianceBernstein, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2026.