Institutional Ownership Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP). We have compiled data on the 2,498 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
540
shares
|
$163,625
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
523
shares
|
$158,474
0.08% of portfolio
|
Q2 2024
Reduced 81.49%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
522
shares
|
$158,171
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$155,444
0.03% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$151,505
0.12% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
498
shares
|
$150,898
0.18% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
493
shares
|
$149,383
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
488
shares
|
$147,868
0.04% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
482
shares
|
$146,050
0.12% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
482
shares
|
$146,050
0.04% of portfolio
|
Q4 2024
Reduced 42.55%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
477
shares
|
$144,535
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
475
shares
|
$143,929
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
467
shares
|
$141,505
0.05% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
459
shares
|
$139,081
0.11% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
459
shares
|
$139,081
0.03% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
456
shares
|
$138,172
0.09% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
450
shares
|
$136,354
0.01% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
450
shares
|
$136,354
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
436
shares
|
$132,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
435
shares
|
$131,809
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
425
shares
|
$128,779
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
420
shares
|
$127,264
0.0% of portfolio
|
Q3 2024
Reduced 95.03%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
413
shares
|
$125,143
0.04% of portfolio
|
Q2 2020
Added 129.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
413
shares
|
$125,143
0.09% of portfolio
|
Q3 2024
Reduced 89.39%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
413
shares
|
$125,143
0.08% of portfolio
|
Q4 2024
Added 2.99%
|