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 2,446 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $97.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,285
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,282
shares
|
$1.01 Million
0.7% of portfolio
|
Q2 2023
Added 12.4%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,281
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
3,275
shares
|
$1.01 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,250
shares
|
$997,490
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,245
shares
|
$995,955
0.32% of portfolio
|
Q2 2024
Added 18.21%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
3,239
shares
|
$994,113
0.3% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,238
shares
|
$993,806
0.05% of portfolio
|
Q3 2022
Added 27.68%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,184
shares
|
$977,233
0.1% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
3,176
shares
|
$974,777
0.06% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
3,172
shares
|
$973,550
0.06% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,170
shares
|
$972,936
0.05% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,169
shares
|
$972,629
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,168
shares
|
$972,322
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,166
shares
|
$971,708
0.11% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
3,151
shares
|
$967,104
0.9% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,150
shares
|
$966,798
0.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$966,798
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
3,137
shares
|
$962,808
0.51% of portfolio
|
Q3 2024
Added 51.47%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,131
shares
|
$960,966
0.15% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
3,128
shares
|
$960,045
0.07% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
3,126
shares
|
$959,431
0.12% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
3,125
shares
|
$959,125
0.59% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,123
shares
|
$958,511
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,123
shares
|
$958,511
0.34% of portfolio
|
Q3 2024
Added 11.22%
|