| 4 | Invesco Ltd. | 13.6M | $3.04B | +60.5% | 3.393% | 0.24% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12.7M | $2.85B | +10.1% | 3.185% | 0.38% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 12.0M | $2.68B | -0.3% | 2.991% | 0.14% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.5M | $2.36B | -4.6% | 2.637% | 0.11% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 10.0M | $2.25B | -0.7% | 2.509% | 0.39% |
| 9 | MORGAN STANLEY | 8.4M | $1.87B | +30.8% | 2.092% | 0.10% |
| 10 | Capital Research Global Investors | 8.3M | $1.85B | -3.3% | 2.071% | 0.26% |
| 11 | WELLS FARGO & COMPANY/MN | 7.2M | $1.61B | +4.2% | 1.800% | 0.26% |
| 12 | NORTHERN TRUST CORP | 5.8M | $1.30B | -3.2% | 1.454% | 0.15% |
| 13 | BANK OF AMERICA CORP /DE/ | 5.5M | $1.23B | +4.5% | 1.375% | 0.08% |
| 14 | GOLDMAN SACHS GROUP INC | 5.4M | $1.22B | +22.3% | 1.357% | 0.11% |
| 15 | First Eagle Investment Management, LLC | 5.2M | $1.16B | +81.6% | 1.294% | 0.96% |
| 16 | ALLIANCEBERNSTEIN L.P. | 5.2M | $1.05B | +1.6% | 1.297% | 0.35% |
| 17 | DEUTSCHE BANK AG\ | 4.4M | $994.9M | +9.0% | 1.111% | 0.29% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 4.3M | $952.1M | +3.1% | 1.064% | 0.17% |
| 19 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3.7M | $819.0M | 0.0% | 0.915% | 0.56% |
| 20 | Bank of New York Mellon Corp | 3.2M | $725.5M | -0.1% | 0.810% | 0.12% |
| 21 | Amundi | 3.1M | $698.0M | +2.7% | 0.780% | 0.17% |
| 22 | FIRST TRUST ADVISORS LP | 3.0M | $672.3M | +20.2% | 0.751% | 0.40% |
| 23 | NORGES BANK | 2.9M | $654.0M | β | 0.731% | 0.07% |
| 24 | JANE STREET GROUP, LLC | 2.8M | $624.7M | +767.1% | 0.698% | 0.05% |
| 25 | Ninety One UK Ltd | 2.7M | $611.5M | +15.5% | 0.683% | 1.37% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ADP β a direct measure of their conviction.
| 81.60% |
| +1.24 pp |
| $96.56B |
| +3.4% |
| Q4 2024 | 2,326 | +7.3% | 80.36% | 0.09 pp | $93.42B | +4.5% |
| Q3 2024 | 2,167 | β | 80.45% | β | $89.41B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
ADP institutional ownership rose by 2.56 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 45.2% of all reported 13F value in ADP, and the top 25 account for 63.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Automatic Data Processing, Inc. (ADP) Institutional Ownership