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Automatic Data Processing, Inc.

ADP Technology
$268.26 +$2.63 (0.99%)
Market Cap: $106.57 B
Gurus Holding
14
Popularity Rank
#154
% of Shares Held
2.83%
Net Activity (Q2 2026)
+$406.54 M

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 Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.02 B.

Top institutional holders include First Eagle Investment and Terry Smith.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $406.54 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 83.5%.

Key Holders

Top 5 by Value

$582.62 M
$321.28 M
$146.59 M
$129.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$842.43 M
Total Buy Value
New Buys 1
Additions 9
-$435.9 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
10

FAQs for Automatic Data Processing, Inc. (ADP)

Major holders include First Eagle Investment ($1.16 B), Terry Smith ($582.62 M), Cliff Asness ($321.28 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 11.26 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $406.54 M, with 10 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ADP. The total reported sell value was $435.9 M.

Yes, 1 managers opened new positions in ADP, and 9 increased their existing holdings. The total reported buy value was $842.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.93% Add 81.6% 5,173,929 $1.16 B Q2 2026
4.27% Reduce -32.5% 2,601,567 $582.62 M Q2 2026
0.11% Add 85.8% 1,434,586 $321.28 M Q2 2026
4.93% Add 56.2% 654,556 $146.59 M Q2 2026
0.85% Add 47.2% 577,749 $129.39 M Q2 2026
0.16% Add 86.6% 309,165 $69.24 M Q2 2026
0.05% Add 289.4% 220,829 $49.45 M Q2 2026
0.26% Add 2.2% 127,173 $28.48 M Q2 2026
0.03% Reduce -83.5% 106,960 $23.95 M Q2 2026
0.09% Add 126848.0% 31,737 $7.14 M Q2 2026
0.01% New Buy 11,601 $2.6 M Q2 2026
0.17% Reduce -3.2% 5,823 $1.3 M Q2 2026
0.00% Add 28.4% 3,581 $802,010 Q2 2026
0.03% 1,750 $391,913 Q2 2026
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Value
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SEC Form