Automatic Data Processing (ADP) — 13F Filings Explorer (Q2 2026)

ADP ranks #105 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

2305 institutions disclose a position in ADP, but none treat it as a major bet — even Fundsmith LLP, its most concentrated holder, allocates just 4.3% of its own portfolio to it.

Charles Schwab Investment Management Inc has added to its ADP position for two straight quarters, increasing it by $2.2B to reach $2.9B today.

Terry Smith has trimmed its ADP position for two straight quarters, cutting it by $492.1M while still holding $582.6M.

ADP is down 0.8% today, but institutions show net buying of $28.1B this quarter — a divergence between today's price move and the underlying institutional flow.

ADP posted net income of $4.4B over the trailing twelve months, and currently trades at a P/E of 25.7.

• Profitable — net income of $4.4B over the trailing twelve months
• Revenue grew 6.7% year over year
• Net income improved year over year, from $4.1B to $4.4B
• Generated $5.4B in positive operating cash flow
• Current ratio of 1.53x — enough short-term assets to cover short-term liabilities
• Liabilities run 9.48x equity — a highly leveraged balance sheet worth noting