AUTOMATIC DATA PROCESSING (ADP) Institutional Ownership Changes & 13F Activity

AUTOMATIC DATA PROCESSING (ADP) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Renaissance Technologies LLC, Jensen Investment Management, Giverny Capital, and Fundsmith.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026First Eagle U.S. ValueBuy1,870,5942,849,784$579,019,117
Q1 2026Renaissance Technologies LLCBuy589,000646,820$131,420,888
Q1 2026Jensen Investment ManagementSell-528,866104,897$21,312,972
Q1 2026Giverny CapitalBuy419,090419,090$85,150,706
Q1 2026FundsmithSell-322,8643,855,105$783,280,234
Q1 2026Mairs & Power Growth FundBuy13,655124,436$25,282,906
Q1 2026Matrix Advisors Value FundBuy12,50113,591$2,761,419
Q1 2026Fundsmith Investment ServicesSell-11,0111,327,309$269,682,643
Q1 2026Sequoia Financial AdvisorsSell-79612,104$2,459,325
Q1 2026Alapocas Investment PartnersSell-805,252$1,067,101
Q4 2025Jensen Investment ManagementSell-290,658633,763$163,022,856
Q4 2025FundsmithSell-133,6344,177,969$1,074,698,966
Q4 2025Fundsmith Investment ServicesSell-106,5451,338,320$344,256,054
Q4 2025Renaissance Technologies LLCBuy51,82057,820$14,873,039
Q4 2025Mairs & Power Growth FundBuy5,674110,781$28,496,197
Q4 2025Sequoia Financial AdvisorsBuy2,55912,900$3,318,166
Q4 2025Polen Capital ManagementSell-4851,976$508,394
Q4 2025Alapocas Investment PartnersSell-3505,332$1,371,550
Q3 2025Renaissance Technologies LLCSell-467,0006,000$1,761,000
Q3 2025Polen Capital ManagementSell-92,0742,461$722,317
Q3 2025Fundsmith Investment ServicesSell-62,1011,444,865$424,067,878
Q3 2025FundsmithSell-50,4964,311,603$1,265,455,481
Q3 2025Jensen Investment ManagementSell-16,365924,421$271,317,564
Q3 2025Mairs & Power Growth FundBuy3,724105,107$30,848,905
Q3 2025Sequoia Financial AdvisorsSell-1,60810,341$3,035,007
Q3 2025Alapocas Investment PartnersSell-2675,682$1,667,667
Q3 2025Cullen Value FundSell-8704$204,990
Q2 2025Jensen Investment ManagementSell-342,778940,786$290,138,402
Q2 2025FundsmithSell-151,8004,362,099$1,345,271,332
Q2 2025Polen Capital ManagementSell-71,99194,535$29,154,595

Frequently asked questions about ADP activity

  • Which institutional owners are buying ADP?

    Institutional owners buying ADP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ADP activity?

    "Buy" means an investor increased their reported position in ADP compared to the prior reporting period. This reflects growing exposure to AUTOMATIC DATA PROCESSING (ADP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ADP increasing?

    Institutional interest in ADP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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