BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $204 | $151 | -26% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $204 | $151 | -26% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $204 | $151 | -26% |
| Two Sigma Investments | Q4 2024(8Q snapshot) | 6Q | $222 | $151 | -32% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q4 2025 | Q2 2026 | → $146 | -35% |
| D.E. Shaw | Q3 2024 | Q2 2026 | → $146 | -28% |
| Renaissance Technologies 2× in & out | Q4 2025 | Q1 2026 | → $170 | -24% |
| Maverick Capital | Q2 2021 | Q1 2022 | → $135 | -10% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at BROADRIDGE FINANCIAL SOLUTIONS, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40001225208-26-005815Jun 5, 2026
- Form 40001225208-26-004474Apr 9, 2026
- Form 40001225208-26-004473Apr 9, 2026
- Form 40001225208-26-004472Apr 9, 2026
- Form 40001225208-26-004471Apr 9, 2026
- Form 40001225208-26-004470Apr 9, 2026
- Form 40001225208-26-004469Apr 9, 2026
- Form 40001225208-26-004468Apr 9, 2026
- Form 40001225208-26-004467Apr 9, 2026
- Form 40001225208-26-004445Apr 8, 2026
- Form 40001225208-26-004444Apr 8, 2026
- Form 40001225208-26-004443Apr 8, 2026
- Form 40001225208-26-004442Apr 8, 2026
- Form 40001225208-26-004441Apr 8, 2026
- Form 40001225208-26-004190Apr 2, 2026
Fundamentals
XBRL · BROADRIDGE FINANCIAL SOLUTIONS, INC.Annual figures sourced directly from BROADRIDGE FINANCIAL SOLUTIONS, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for BROADRIDGE FINANCIAL SOLUTIONS, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 21, 2026
- 8-KMaterial eventMay 15, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventMay 6, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventMar 6, 2026
- 8-KMaterial eventFeb 9, 2026
- 10-QQuarterly reportFeb 3, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-KMaterial eventNov 14, 2025
- 8-KMaterial eventNov 14, 2025
- 8-KMaterial eventNov 13, 2025
- 10-QQuarterly reportNov 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q4 2025 | Q1 2026 | $223 | $170 | -24% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $223 | $146 | -35% |
| Two Sigma Investments | Q4 2024 | open | $222 | $151 | -32% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $223 | $238 | +6% |
| Citadel Advisors | Q3 2024 | open | $204 | $151 | -26% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $204 | $146 | -28% |
| AQR Capital Management | Q3 2024 | open | $204 | $151 | -26% |
| Millennium Management | Q3 2024 | open | $204 | $151 | -26% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $140 | $147 | +5% |
| Bridgewater Associates | Q4 2021 | Q4 2022 | $163 | $133 | -19% |
| Maverick Capital | Q2 2021 | Q1 2022 | $149 | $135 | -10% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.