AUTOMATIC DATA PROCESSING IN (ADP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
119
Reporting holders
$224.2M
Reported value
0.0%
Calls
0.0%
Puts
-2,185
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bath Savings Trust Co | $24.6M | 95,517 | 2.55% | 32q | -0.9%-$215.0K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $22.8M | 88,392 | 1.51% | 32q | HELD |
| EASTERN BANK | $16.4M | 63,705 | 0.25% | 32q | HELD |
| S.E.E.D. Planning Group LLC | $11.1M | 42,950 | 2.71% | 28q | -16.4%-$2.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $8.2M | 31,647 | 0.10% | 32q | -12.5%-$1.2M |
| Farther Finance Advisors, LLC | $7.2M | 27,821 | 0.05% | 16q | +10.0%+$654.7K |
| GAMMA Investing LLC | $7.1M | 27,426 | 0.24% | 12q | +10.5%+$671.2K |
| PARK NATIONAL CORP /OH/ | $6.5M | 25,246 | 0.18% | 32q | -5.2%-$355.1K |
| VALLEY WEALTH MANAGERS, INC. | $6.4M | 24,761 | 0.36% | 31q | +1.1%+$71.0K |
| SPRING CAPITAL MANAGEMENT, LLC | $6.1M | 23,682 | 2.93% | 20q | +0.6%+$39.0K |
| ROCKLAND TRUST CO | $4.8M | 18,496 | 0.18% | 32q | -14.3%-$799.5K |
| BENEDICT FINANCIAL ADVISORS INC | $4.5M | 17,296 | 0.89% | 32q | -0.8%-$34.1K |
| Stokes Capital Advisors, LLC | $4.4M | 17,201 | 0.97% | 22q | -7.7%-$370.3K |
| Coastline Trust Co | $3.6M | 13,966 | 0.34% | 32q | -3.5%-$132.6K |
| Bill Few Associates, Inc. | $3.6M | 13,947 | 0.74% | 20q | +2.1%+$73.0K |
| Bank of New Hampshire | $3.5M | 13,471 | 0.75% | 22q | -3.6%-$130.6K |
| Werlinich Asset Management, LLC | $3.5M | 13,416 | 1.34% | 23q | HELD |
| ARMSTRONG HENRY H ASSOCIATES INC | $3.4M | 13,275 | 0.31% | 32q | -4.3%-$152.3K |
| TOTH FINANCIAL ADVISORY CORP | $3.3M | 12,866 | 0.33% | 32q | +24.7%+$657.8K |
| Violich Capital Management, Inc. | $3.1M | 12,125 | 0.34% | 32q | -9.5%-$329.0K |
| ALKEME WEALTH, LLC | $2.8M | 10,797 | 1.05% | 32q | -2.9%-$82.6K |
| VISTA INVESTMENT PARTNERS LLC | $2.7M | 10,554 | 0.71% | 12q | HELD |
| TOMPKINS FINANCIAL CORP | $2.4M | 9,379 | 0.17% | 31q | HELD |
| HALL LAURIE J TRUSTEE | $2.3M | 9,105 | 0.75% | 30q | -1.6%-$38.7K |
| ANB BANK | $2.2M | 8,609 | 0.79% | 8q | -2.3%-$52.9K |
| Atlas Brown,Inc. | $2.1M | 8,200 | 0.56% | 32q | HELD |
| DAVIDSON TRUST CO | $2.1M | 8,162 | 0.83% | 28q | -9.2%-$213.7K |
| Apella Capital, LLC | $1.9M | 7,043 | 0.02% | 26q | -3.4%-$65.7K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.8M | 6,947 | 0.16% | 20q | -1.1%-$20.4K |
| Wedmont Private Capital | $1.8M | 6,550 | 0.04% | 20q | +25.9%+$365.0K |
| Valeo Financial Advisors, LLC | $1.7M | 6,702 | 0.04% | 32q | +2.3%+$39.0K |
| AMERICAN NATIONAL BANK & TRUST | $1.6M | 6,221 | 0.15% | 31q | -4.7%-$79.2K |
| Exchange Bank | $1.5M | 5,689 | 0.91% | 14q | HELD |
| Applied Capital LLC/FL | $1.3M | 4,991 | 0.51% | 16q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $1.3M | 4,951 | 0.04% | 32q | -2.0%-$25.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.3M | 4,940 | 0.25% | 24q | +9.1%+$106.1K |
| Hummer Financial Advisory Services Inc | $1.2M | 4,800 | 0.82% | 28q | -3.0%-$39.0K |
| Investors Research Corp | $1.2M | 4,729 | 0.21% | 31q | -1.9%-$23.2K |
| Castle Rock Wealth Management, LLC | $1.2M | 4,534 | 0.22% | 30q | -1.2%-$14.4K |
| Bangor Savings Bank | $1.1M | 4,407 | 0.09% | 18q | HELD |
| Ridgewood Investments LLC | $1.1M | 4,371 | 0.42% | 3q | HELD |
| Avidian Wealth Enterprises, LLC | $1.1M | 4,103 | 0.03% | 29q | +10.1%+$97.0K |
| Worth Asset Management, LLC | $1.0M | 4,055 | 0.30% | new | NEW |
| KFA Private Wealth Group, LLC | $1.0M | 4,046 | 0.25% | 6q | HELD |
| YHB Investment Advisors, Inc. | $1.0M | 3,916 | 0.06% | 32q | HELD |
| Bank & Trust Co | $1.0M | 3,908 | 0.63% | 10q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $1.0M | 3,888 | 0.29% | 32q | HELD |
| CoreCap Advisors, LLC | $936.0K | 3,627 | 0.03% | 9q | +36.8%+$251.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $933.7K | 3,618 | 0.07% | 32q | -6.2%-$61.7K |
| Roxbury Financial LLC | $928.3K | 3,597 | 0.71% | 8q | HELD |
| Nautilus Advisors LLC | $884.1K | 3,426 | 0.53% | 8q | HELD |
| Boltwood Capital Management | $838.7K | 3,250 | 0.19% | 32q | +0.6%+$5.2K |
| CONGRESS ASSET MANAGEMENT CO | $801.3K | 3,105 | 0.01% | 32q | HELD |
| Venture Visionary Partners LLC | $789.6K | 3,059 | 0.02% | 28q | -3.7%-$30.5K |
| Legacy Wealth Asset Management, LLC | $765.7K | 2,967 | 0.17% | 24q | -61.1%-$1.2M |
| Everhart Financial Group, Inc. | $750.3K | 2,907 | 0.05% | 18q | +12.8%+$84.9K |
| Investment Partners Asset Management, Inc. | $749.1K | 2,903 | 0.40% | 12q | HELD |
| Prota Financial, LLC | $731.2K | 2,770 | 0.47% | 4q | -3.1%-$23.2K |
| MassMutual Private Wealth & Trust, FSB | $726.2K | 2,814 | 0.02% | 32q | -2.4%-$17.8K |
| Douglas Lane & Associates, LLC | $722.1K | 2,798 | 0.01% | 32q | -1.2%-$9.0K |
| Green Ridge Wealth Planning LLC | $703.3K | 2,725 | 0.28% | 4q | +168.7%+$441.6K |
| Paladin Partners, LLC | $671.0K | 2,600 | 0.41% | 2q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $631.5K | 2,446 | 0.45% | 4q | -2.6%-$17.0K |
| Versant Capital Management, Inc | $631.5K | 2,447 | 0.05% | 32q | +3.8%+$23.2K |
| Wealth Enhancement Trust Services, Inc. | $571.3K | 2,214 | 0.06% | 4q | -58.6%-$809.0K |
| Dorato Capital Management | $553.1K | 2,095 | 0.37% | 4q | +1.6%+$8.4K |
| Partnership Wealth Management, LLC | $527.2K | 2,043 | 0.38% | 12q | HELD |
| Cooper Financial Group | $511.9K | 1,984 | 0.04% | 16q | -6.9%-$38.2K |
| Greenfield Savings Bank | $503.7K | 1,952 | 0.19% | 18q | HELD |
| Sound Income Strategies, LLC | $502.2K | 1,855 | 0.02% | 32q | +10.2%+$46.3K |
| LAWOOD & CO | $490.3K | 1,900 | 0.34% | 4q | HELD |
| Bullock Wealth Management Group | $471.2K | 1,785 | 0.20% | 11q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $461.4K | 1,788 | 0.11% | 2q | +100.0%+$230.7K |
| SAPIENT CAPITAL LLC | $447.8K | 1,724 | 0.01% | 12q | -41.5%-$317.4K |
| ATWOOD & PALMER INC | $423.0K | 1,639 | 0.02% | 32q | -53.7%-$490.3K |
| RIVERSEDGE ADVISORS, LLC | $393.6K | 1,525 | 0.05% | 2q | +6.6%+$24.3K |
| Capital Advisors Wealth Management, LLC | $381.9K | 1,480 | 0.04% | 19q | HELD |
| M.E. ALLISON & CO., INC. | $368.8K | 1,429 | 0.21% | 8q | HELD |
| Heartwood Wealth Advisors LLC | $362.1K | 1,403 | 0.03% | 10q | +5.2%+$17.8K |
| MRA Advisory Group | $359.0K | 1,391 | 0.13% | new | NEW |
| Byrne Asset Management LLC | $352.1K | 1,334 | 0.20% | 20q | -2.9%-$10.6K |
| Dickmeyer Boyce Financial Management, Inc. | $350.6K | 1,359 | 0.18% | 2q | HELD |
| Central Pacific Bank - Trust Division | $335.7K | 1,301 | 0.04% | 11q | -4.8%-$17.0K |
| Hamilton Capital, LLC | $322.4K | 1,249 | 0.02% | 2q | -3.4%-$11.4K |
| Sunburst Financial Group, LLC | $304.5K | 1,180 | 0.05% | 12q | +0.9%+$2.6K |
| jvl associates llc | $303.5K | 1,176 | 0.09% | 2q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $294.2K | 1,140 | 0.02% | 32q | +14.3%+$36.9K |
| Norman Fields, Gottscho Capital Management, LLC | $293.2K | 1,136 | 0.09% | 24q | HELD |
| ACT WEALTH MANAGEMENT, LLC | $273.5K | 1,060 | 0.08% | 24q | HELD |
| Intelligence Driven Advisers, LLC | $262.7K | 1,018 | 0.05% | 2q | +5.6%+$13.9K |
| Monument Capital Management | $262.5K | 1,017 | 0.05% | new | NEW |
| Graves Light Lenhart Wealth, Inc. | $246.2K | 954 | 0.02% | 24q | -34.4%-$129.0K |
| Grove Bank & Trust | $238.7K | 925 | 0.02% | 32q | +2.4%+$5.7K |
| Decker Wealth Management LLC | $231.7K | 898 | 0.05% | new | NEW |
| Longview Financial Advisors, Inc. | $228.6K | 886 | 0.13% | new | NEW |
| General Partner, Inc. | $221.7K | 859 | 0.12% | 16q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $218.1K | 845 | 0.17% | new | NEW |
| Baron Financial Group, LLC | $216.8K | 840 | 0.11% | new | NEW |
| Balefire, LLC | $213.4K | 827 | 0.03% | new | NEW |
| First Heartland Consultants, Inc. | $201.3K | 780 | 0.01% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-07 | SWAN ROBERT HOLMES | Director | Bought | 3,619 | $745.7K |
| 2026-07-30 | Kwon David | Corp VP | Sold | 2,414 | $641.2K ×3 |
| 2026-08-20 | Kwon David | Corp VP | Sold | 798 | $223.4K |
| 2026-05-08 | Michaud Brian L. | Executive VP | Sold | 848 | $179.9K |
| 2026-09-03 | DeSilva Joseph | Executive VP | Sold | 631 | $178.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 119 | $224.2M | 868,050 | 13 | 30 | 38 | 0.0% |
| Q2 2026 | 2,304 | $89.1B | 391,340,393 | 180 | 814 | 803 | 1.5% |
| Q1 2026 | 2,275 | $73.9B | 358,948,736 | 161 | 679 | 966 | 1.0% |
| Q4 2025 | 2,410 | $88.6B | 341,754,170 | 118 | 679 | 934 | 0.7% |
| Q3 2025 | 2,399 | $99.9B | 337,199,830 | 96 | 698 | 856 | 0.9% |
| Q2 2025 | 2,476 | $105.1B | 333,966,315 | 130 | 738 | 862 | 1.0% |
| Q1 2025 | 2,472 | $102.0B | 330,122,704 | 158 | 720 | 861 | 1.2% |
| Q4 2024 | 2,428 | $99.0B | 334,097,471 | 125 | 653 | 781 | 1.2% |
| Q3 2024 | 2,246 | $93.3B | 331,984,735 | 165 | 646 | 762 | 1.5% |
| Q2 2024 | 2,177 | $80.0B | 331,685,496 | 108 | 698 | 703 | 1.0% |
| Q1 2024 | 2,176 | $89.0B | 352,205,219 | 131 | 690 | 725 | 1.3% |
| Q4 2023 | 2,137 | $81.0B | 342,386,197 | 106 | 599 | 742 | 1.4% |
| Q3 2023 | 2,036 | $80.5B | 330,340,382 | 127 | 575 | 704 | 1.3% |
| Q2 2023 | 1,995 | $73.8B | 332,547,392 | 96 | 580 | 679 | 1.1% |
| Q1 2023 | 1,980 | $75.3B | 335,597,405 | 87 | 547 | 746 | 1.1% |
| Q4 2022 | 2,066 | $83.3B | 344,228,912 | 109 | 558 | 727 | 1.6% |
| Q3 2022 | 1,973 | $76.7B | 334,212,196 | 118 | 537 | 711 | 1.6% |
| Q2 2022 | 1,943 | $70.2B | 330,459,121 | 101 | 575 | 660 | 1.3% |
| Q1 2022 | 1,964 | $76.9B | 334,389,402 | 115 | 608 | 618 | 1.3% |
| Q4 2021 | 1,938 | $84.0B | 335,365,387 | 145 | 519 | 584 | 2.0% |
| Q3 2021 | 1,756 | $67.9B | 336,015,202 | 75 | 541 | 567 | 1.1% |
| Q2 2021 | 1,758 | $68.0B | 340,312,449 | 97 | 507 | 586 | 0.8% |
| Q1 2021 | 1,733 | $65.1B | 342,535,545 | 112 | 542 | 603 | 0.9% |
| Q4 2020 | 1,710 | $61.1B | 342,379,420 | 135 | 474 | 579 | 1.0% |
| Q3 2020 | 1,566 | $48.9B | 347,482,835 | 81 | 470 | 577 | 0.9% |
| Q2 2020 | 1,604 | $52.1B | 347,315,419 | 116 | 489 | 555 | 0.8% |
| Q1 2020 | 1,583 | $48.3B | 350,054,570 | 100 | 472 | 638 | 1.1% |
| Q4 2019 | 1,689 | $61.3B | 355,786,785 | 107 | 443 | 521 | 1.1% |
| Q3 2019 | 1,541 | $58.8B | 352,619,829 | 74 | 489 | 520 | 3.2% |
| Q2 2019 | 1,546 | $59.9B | 356,167,974 | 101 | 417 | 583 | 1.6% |
| Q1 2019 | 1,527 | $57.6B | 352,971,287 | 129 | 445 | 548 | 2.1% |
| Q4 2018 | 1,474 | $48.7B | 359,397,744 | 12 | 19 | 24 | 3.0% |