Guru Ownership Over Time
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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.38 B.
Top institutional holders include Terry Smith and Cliff Asness.
Notably, Terry Smith has expressed high conviction in this stock, allocating 6.39% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $37.05 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 208.2%. Conversely, Murray Stahl reduced exposure by 5.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 6.39% | Reduce -1.2% | 4,311,603 | $1.27 B | Q3 2025 | |
| 0.09% | Add 8.0% | 498,750 | $143.26 M | Q3 2025 | |
| 0.18% | Add 27.4% | 137,130 | $40.25 M | Q3 2025 | |
| 0.29% | Add 3.7% | 105,107 | $30.85 M | Q3 2025 | |
| 0.04% | Add 208.2% | 73,106 | $21.46 M | Q3 2025 | |
| 0.05% | New Buy | 41,308 | $12.12 M | Q3 2025 | |
| 0.01% | New Buy | 9,521 | $2.79 M | Q3 2025 | |
| 0.00% | Add 20.9% | 6,619 | $1.94 M | Q3 2025 | |
| 0.27% | Reduce -0.5% | 6,582 | $1.93 M | Q3 2025 | |
| 0.00% | New Buy | 6,000 | $1.76 M | Q3 2025 | |
| 0.01% | Reduce -5.9% | 1,595 | $468,133 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Automatic Data Processing, Inc. (ADP)
Top Guru holders include Terry Smith ($1.27 B), Cliff Asness ($143.26 M), Joel Greenblatt ($40.25 M). Collectively, tracked Gurus hold 5.2 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $37.05 M, with 8 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of ADP completely. Total sell value was $14.86 M.
Yes, 3 Gurus opened new positions in ADP, and 5 added to their existing holdings. Total buy value was $51.91 M.