Guru Ownership Trend
Guru Analysis for Automatic Data Processing, Inc. (ADP)
Automatic Data Processing, Inc. (ADP), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.05 B.
Top institutional holders include Terry Smith and Cliff Asness.
Notably, Terry Smith has expressed high conviction in this stock, allocating 6.28% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $40.2 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 863.7%. Conversely, Murray Stahl reduced exposure by 43.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Automatic Data Processing, Inc. (ADP)
Major holders include Terry Smith ($1.07 B), Cliff Asness ($97.43 M), Mairs and Power ($28.5 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 5.04 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $40.2 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited ADP. The total reported sell value was $75.05 M.
Yes, 1 managers opened new positions in ADP, and 5 increased their existing holdings. The total reported buy value was $34.84 M.
