Who holds ADPticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AUTOMATIC DATA PROCESSING · COM · quarter ended 2026-03-31 · 28 members disclosed ADP ↗

1,798

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$62.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

738

addsholders whose share count rose or who opened the position (new + add), by shares

291

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ADP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$7.2B	35,499,016	−1,043,872	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.3B	26,150,698	—	no prior
3	STATE STREET CORP	$4.0B	19,326,803	+385,962	add
4	GEODE CAPITAL MANAGEMENT, LLC	$2.4B	11,993,206	+416,634	add
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.3B	11,561,745	+9,147,649	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	11,052,077	—	no prior
7	WELLINGTON MANAGEMENT GROUP LLP	$2.1B	10,104,386	+2,729,882	add
8	Capital Research Global Investors	$1.7B	8,556,120	+162,513	add
9	WELLS FARGO & COMPANY/MN	$1.4B	6,907,706	−150,893	trim
10	ALLIANCEBERNSTEIN L.P.	$1.3B	5,101,809	−883,243	trim
11	MORGAN STANLEY	$1.3B	6,394,435	−3,954,127	trim
12	NORTHERN TRUST CORP	$1.2B	6,000,697	−5,798	trim
13	BANK OF AMERICA CORP /DE/	$1.1B	5,258,842	−607,868	trim
14	Invesco Ltd.	$855M	4,209,765	+255,138	add
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$838M	4,122,071	+735,750	add
16	DEUTSCHE BANK AG\	$828M	4,074,317	+541,772	add
17	Fundsmith LLP	$783M	3,855,105	−322,864	trim
18	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$743M	3,657,287	0	no change
19	Bank of New York Mellon Corp	$659M	3,244,353	−3,159,058	trim
20	Amundi	$616M	3,034,002	+658,932	add
21	UBS Group AG	$604M	2,971,847	+599,584	add
22	First Eagle Investment Management, LLC	$579M	2,849,784	+2,849,784	new
23	AMERIPRISE FINANCIAL INC	$577M	2,838,714	−1,108,142	trim
24	Legal & General Group Plc	$549M	2,700,713	+25,434	add
25	FIRST TRUST ADVISORS LP	$508M	2,497,861	+249,357	add
26	ROYAL BANK OF CANADA	$504M	2,481,417	+2,481,417	new
27	BARCLAYS PLC	$492M	2,423,330	+193,289	add
28	DIMENSIONAL FUND ADVISORS LP	$491M	2,413,934	+10,700	add
29	Clearbridge Investments, LLC	$487M	2,398,931	+711,138	add
30	VANGUARD FIDUCIARY TRUST CO	$471M	2,318,320	—	no prior
31	STIFEL FINANCIAL CORP	$372M	1,832,880	+39,860	add
32	CIBC Bancorp USA Inc.	$351M	1,726,502	—	no prior
33	Nuveen, LLC	$337M	1,658,062	−1,326	trim
34	BNP Paribas Asset Management Holding S.A.	$296M	1,456,250	+330,530	add
35	FUNDSMITH INVESTMENT SERVICES LTD.	$270M	1,327,309	−11,011	trim
36	VICTORY CAPITAL MANAGEMENT INC	$265M	1,302,229	+639,547	add
37	TWO SIGMA INVESTMENTS, LP	$261M	1,282,237	+1,282,237	new
38	ProShare Advisors LLC	$248M	1,220,367	−47,916	trim
39	ENVESTNET ASSET MANAGEMENT INC	$245M	1,205,830	−169,933	trim
40	RAYMOND JAMES FINANCIAL INC	$244M	1,199,930	+6,173	add
41	Swiss National Bank	$241M	1,186,920	+76,840	add
42	D. E. Shaw & Co., Inc.	$241M	1,185,559	+1,079,104	add
43	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$239M	1,178,347	+68,440	add
44	NORDEA INVESTMENT MANAGEMENT AB	$235M	1,155,795	−19,103	trim
45	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$222M	1,092,473	+716,018	add
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$215M	1,059,930	−146,876	trim
47	WORLDQUANT MILLENNIUM ADVISORS LLC	$210M	1,035,232	+710,037	add
48	FMR LLC	$210M	1,033,234	−116,534	trim
49	HSBC HOLDINGS PLC	$208M	1,024,283	−1,196,495	trim
50	Mitsubishi UFJ Asset Management Co., Ltd.	$208M	1,023,615	−1,906,099	trim
51	National Pension Service	$199M	979,905	+979,905	new
52	Sumitomo Mitsui Trust Group, Inc.	$195M	957,397	−49,288	trim
53	Vanguard Global Advisers, LLC	$183M	902,136	—	no prior
54	AVIVA PLC	$176M	864,393	−44,490	trim
55	VANGUARD ASSET MANAGEMENT, Ltd	$166M	815,618	—	no prior
56	BAHL & GAYNOR INC	$162M	796,793	−83,834	trim
57	BANK OF MONTREAL /CAN/	$161M	791,498	−6,639	trim
58	AQR CAPITAL MANAGEMENT LLC	$157M	772,333	+393,555	add
59	Local Pensions Partnership Investment Ltd	$147M	721,272	0	no change
60	MILLENNIUM MANAGEMENT LLC	$140M	689,547	−108,342	trim
61	Navera Investment Management Ltd.	$138M	676,863	−34,673	trim
62	CAPITAL COUNSEL LLC/NY	$137M	675,658	−20,803	trim
63	LPL Financial LLC	$133M	655,251	−19,064	trim
64	Qube Research & Technologies Ltd	$133M	653,147	+419,232	add
65	TD ASSET MANAGEMENT INC	$131M	646,970	−72,889	trim
66	RENAISSANCE TECHNOLOGIES LLC	$131M	646,820	+589,000	add
67	Robeco Institutional Asset Management B.V.	$129M	636,645	+48,876	add
68	CANADA PENSION PLAN INVESTMENT BOARD	$127M	626,473	+61,178	add
69	Daiwa Securities Group Inc.	$124M	610,039	+494,213	add
70	Mirae Asset Global Investments Co., Ltd.	$110M	543,264	+308,991	add
71	Life Cycle Investment Partners Ltd	$109M	538,029	+6,569	add
72	FIFTH THIRD BANCORP	$107M	528,587	+232,359	add
73	Pictet Asset Management Holding SA	$106M	524,025	−64,791	trim
74	MACKENZIE FINANCIAL CORP	$106M	521,700	−95,054	trim
75	PRINCIPAL FINANCIAL GROUP INC	$105M	519,024	+20,201	add
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$102M	499,572	−15,726	trim
77	US BANCORP \DE\	$102M	499,670	−32,077	trim
78	PFA Pension, Forsikringsaktieselskab	$102M	499,640	+499,640	new
79	Holocene Advisors, LP	$97.9M	482,000	+350,041	add
80	CITIGROUP INC	$97.0M	477,174	−79,262	trim
81	Baird Financial Group, Inc.	$96.1M	473,159	+473,159	new
82	NEW YORK STATE COMMON RETIREMENT FUND	$92.9M	457,411	−6,000	trim
83	Swiss Life Asset Management Ltd	$88.6M	436,231	+62,753	add
84	D.A. DAVIDSON & CO.	$88.3M	434,698	+434,698	new
85	NATIONAL BANK OF CANADA /FI/	$87.7M	431,799	−148,705	trim
86	Vest Financial, LLC	$84.1M	414,118	+75,095	add
87	FRANKLIN RESOURCES INC	$83.7M	411,824	−42,483	trim
88	Corient Private Wealth LLC	$83.3M	408,761	−430,806	trim
89	Bank Julius Baer & Co. Ltd, Zurich	$82.8M	406,457	−403,541	trim
90	Jefferies Financial Group Inc.	$79.7M	392,507	+341,166	add
91	CITADEL ADVISORS LLC	$77.7M	382,665	−713,119	trim
92	Aberdeen Group plc	$75.8M	373,277	+5,854	add
93	Alyeska Investment Group, L.P.	$74.0M	364,018	−19,501	trim
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$73.0M	359,275	−5,059	trim
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$71.3M	350,676	+107,500	add
96	Quantinno Capital Management LP	$71.1M	349,827	+108,864	add
97	NOMURA ASSET MANAGEMENT CO LTD	$68.4M	336,494	+54,384	add
98	STOREBRAND ASSET MANAGEMENT AS	$68.2M	335,775	—	no prior
99	Allianz Asset Management GmbH	$64.7M	318,367	−112,187	trim
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$63.3M	311,522	+5,547	add
101	GUARDCAP ASSET MANAGEMENT Ltd	$63.0M	307,066	−249,843	trim
102	COOKE & BIELER LP	$61.9M	304,635	+304,635	new
103	Korea Investment CORP	$61.2M	301,183	−17,065	trim
104	NICHOLS & PRATT ADVISERS LLP /MA	$60.8M	299,302	−4,918	trim
105	M&T BANK CORP	$60.5M	297,685	−15,480	trim
106	&PARTNERS	$59.5M	292,596	+8,297	add
107	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$58.5M	287,714	+65,588	add
108	SCHRODER INVESTMENT MANAGEMENT GROUP	$57.3M	282,254	−92,094	trim
109	Epoch Investment Partners, Inc.	$56.9M	280,275	−99,345	trim
110	Zurcher Kantonalbank (Zurich Cantonalbank)	$56.8M	279,787	+279,787	new
111	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$56.7M	279,284	+63,841	add
112	NEOS Investment Management LLC	$56.7M	278,817	+54,849	add
113	HighTower Advisors, LLC	$54.3M	267,431	−2,612	trim
114	Assenagon Asset Management S.A.	$53.5M	263,280	+243,705	add
115	SEI INVESTMENTS CO	$51.8M	255,010	+114,170	add
116	J. Safra Sarasin Holding AG	$51.2M	252,058	+8,377	add
117	Rockefeller Capital Management L.P.	$51.0M	251,242	−7,543	trim
118	DANSKE BANK A/S	$50.8M	249,780	−43,673	trim
119	Swedbank AB	$50.0M	246,009	+172	add
120	CIBC Asset Management Inc	$49.6M	244,362	+9,367	add
121	Man Group plc	$49.0M	241,302	+52,882	add
122	TRUIST FINANCIAL CORP	$48.8M	240,039	−20,665	trim
123	GLENMEDE TRUST CO NA	$48.4M	238,196	−4,122	trim
124	BROWN ADVISORY INC	$47.7M	234,652	−695	trim
125	Alecta Tjanstepension Omsesidigt	$47.4M	233,400	0	no change
126	ROYAL LONDON ASSET MANAGEMENT LTD	$47.3M	232,604	0	no change
127	Cerity Partners LLC	$47.2M	232,064	−18,195	trim
128	Trexquant Investment LP	$46.9M	230,705	+168,047	add
129	BLAIR WILLIAM & CO/IL	$46.4M	228,188	−16,091	trim
130	BENJAMIN EDWARDS INC	$46.1M	226,830	−3,167	trim
131	Quadrature Capital Ltd	$45.9M	225,771	+225,771	new
132	BANK OF NOVA SCOTIA	$45.8M	225,299	−153,118	trim
133	Retirement Systems of Alabama	$45.6M	224,541	−536	trim
134	WELCH & FORBES LLC	$45.5M	223,960	−2,548	trim
135	AMERICAN CENTURY COMPANIES INC	$45.5M	223,741	−154,420	trim
136	APG Asset Management N.V.	$45.2M	256,455	−3,861	trim
137	Candriam S.C.A.	$44.7M	219,936	−82,168	trim
138	COMPASS CAPITAL MANAGEMENT, INC	$44.3M	218,194	+14,484	add
139	STATE OF WISCONSIN INVESTMENT BOARD	$44.0M	216,549	+6,662	add
140	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$43.4M	213,552	−19,449	trim
141	Chevy Chase Trust Holdings, LLC	$43.1M	212,338	−9,135	trim
142	Cetera Investment Advisers	$42.9M	211,260	−8,289	trim
143	ABSHER WEALTH MANAGEMENT, LLC	$42.1M	207,213	+207,213	new
144	KLP KAPITALFORVALTNING AS	$41.9M	204,579	+4,160	add
145	Henshaw Capital LLC	$41.2M	202,692	—	no prior
146	Vanguard Investments Australia, Ltd.	$41.0M	201,888	—	no prior
147	Sterling Capital Management LLC	$40.8M	201,016	−31,818	trim
148	JUPITER ASSET MANAGEMENT LTD	$40.1M	197,950	+13,858	add
149	PRUDENTIAL FINANCIAL INC	$39.7M	195,512	−80,407	trim
150	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$39.6M	194,968	+82,030	add
151	Asset Management One Co., Ltd.	$38.0M	187,249	−383	trim
152	Focus Partners Wealth	$37.8M	185,700	+19,709	add
153	KEYBANK NATIONAL ASSOCIATION/OH	$37.2M	183,091	−7,474	trim
154	Camrose Capital Investment Partners LLP	$36.9M	181,639	+10,226	add
155	Value Partners Investments Inc.	$36.9M	181,280	+181,280	new
156	DEARBORN PARTNERS LLC	$35.7M	175,647	−10,571	trim
157	Aware Super Pty Ltd as trustee of Aware Super	$35.0M	172,297	—	no prior
158	GUGGENHEIM CAPITAL LLC	$34.5M	169,720	−37,477	trim
159	TUDOR INVESTMENT CORP ET AL	$34.2M	168,432	+71,751	add
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$33.7M	165,200	−72,837	trim
161	Gotham Asset Management, LLC	$33.7M	165,674	+65,051	add
162	CONNING INC.	$33.3M	164,051	+36,630	add
163	Tandem Investment Advisors, Inc.	$33.3M	163,827	−166,214	trim
164	COMMONWEALTH EQUITY SERVICES, LLC	$33.0M	162,172	−10,214	trim
165	TEACHER RETIREMENT SYSTEM OF TEXAS	$32.8M	161,261	−96,126	trim
166	DnB Asset Management AS	$32.7M	160,950	+8,253	add
167	Empowered Funds, LLC	$31.9M	157,142	+157,142	new
168	NISA INVESTMENT ADVISORS, LLC	$31.0M	151,443	−15,497	trim
169	GATEWAY INVESTMENT ADVISERS LLC	$30.1M	148,190	−29,431	trim
170	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$30.0M	147,610	+17,326	add
171	KCM INVESTMENT ADVISORS LLC	$29.8M	146,873	−21,505	trim
172	Pinnacle Financial Partners, Inc.	$29.3M	143,982	−2,100	trim
173	ZACKS INVESTMENT MANAGEMENT	$29.2M	143,888	+2,007	add
174	Allworth Financial LP	$28.9M	142,220	+3,214	add
175	Freestone Grove Partners LP	$28.8M	141,784	+141,784	new
176	Dundas Partners LLP	$28.7M	141,280	−1,254	trim
177	CACTI ASSET MANAGEMENT LLC	$28.5M	140,162	0	no change
178	Resona Asset Management Co.,Ltd.	$28.4M	139,242	+4,172	add
179	State of New Jersey Common Pension Fund D	$27.9M	137,465	0	no change
180	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$27.9M	136,060	+5,704	add
181	Hemenway Trust Co LLC	$27.8M	136,950	−2,940	trim
182	Eurizon Capital SGR S.p.A.	$27.4M	134,616	−3,971	trim
183	MACQUARIE GROUP LTD	$27.3M	134,202	+59,411	add
184	SMITH CHAS P & ASSOCIATES PA CPAS	$26.9M	132,346	+29,875	add
185	Mariner, LLC	$26.9M	132,190	−26,771	trim
186	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$26.6M	130,887	−72,959	trim
187	Haverford Trust Co	$26.5M	130,290	−111,458	trim
188	LAZARD ASSET MANAGEMENT LLC	$26.5M	130,279	+96,041	add
189	Lansforsakringar Fondforvaltning AB (publ)	$26.4M	129,746	−739	trim
190	Tredje AP-fonden	$25.8M	127,155	+127,155	new
191	Vontobel Holding Ltd.	$25.8M	127,072	+1,154	add
192	Marble Harbor Investment Counsel, LLC	$25.8M	127,061	+500	add
193	TORONTO DOMINION BANK	$25.6M	125,902	−155,344	trim
194	MAIRS & POWER INC	$25.3M	124,436	+13,655	add
195	COERENTE CAPITAL MANAGEMENT	$24.9M	122,480	+27,643	add
196	SEB Asset Management AB	$24.8M	122,148	—	no prior
197	MERCER GLOBAL ADVISORS INC /ADV	$24.4M	119,948	+6,005	add
198	Creative Planning	$24.4M	119,911	−9,647	trim
199	XPONANCE LLC	$24.2M	119,198	+8,952	add
200	Kepler Cheuvreux (Suisse) SA	$23.9M	117,661	−14,936	trim
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$23.8M	116,903	−700	trim
202	OSAIC HOLDINGS, INC.	$23.7M	116,337	−5,502	trim
203	America First Investment Advisors, LLC	$23.3M	114,520	+28,278	add
204	NISSAY ASSET MANAGEMENT CORP /JAPAN	$23.3M	114,516	+3,154	add
205	EP Wealth Advisors, LLC	$23.2M	114,345	+7,478	add
206	KANAWHA CAPITAL MANAGEMENT LLC	$23.1M	113,768	+508	add
207	VOYA INVESTMENT MANAGEMENT LLC	$23.1M	113,662	+2,596	add
208	Distillate Capital Partners LLC	$22.9M	112,899	+40,255	add
209	MetLife Investment Management, LLC	$22.5M	110,966	−4,257	trim
210	Arizona State Retirement System	$22.5M	110,811	−3,241	trim
211	COMMERCE BANK	$22.3M	109,881	−653	trim
212	First Long Island Investors, LLC	$22.3M	109,717	−82,299	trim
213	Czech National Bank	$22.3M	109,658	+3,025	add
214	NATIXIS	$22.1M	108,911	+56,716	add
215	Troy Asset Management Ltd	$21.9M	107,694	−9,606	trim
216	HOWLAND CAPITAL MANAGEMENT LLC	$21.7M	106,094	+9,544	add
217	MAI Capital Management	$21.7M	106,914	−3,486	trim
218	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.7M	106,791	−21,052	trim
219	Calamos Advisors LLC	$21.6M	106,505	+10,679	add
220	JENSEN INVESTMENT MANAGEMENT INC	$21.3M	104,897	−528,866	trim
221	Aquatic Capital Management LLC	$21.2M	104,379	+104,379	new
222	NewEdge Advisors, LLC	$20.7M	102,024	+102,024	new
223	AGF MANAGEMENT LTD	$19.2M	94,463	+70,769	add
224	JACOBS LEVY EQUITY MANAGEMENT, INC	$19.1M	94,049	−279,822	trim
225	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$19.1M	93,793	−284	trim
226	FIDUCIARY TRUST CO	$19.0M	93,308	−6,123	trim
227	PRUDENTIAL PLC	$18.9M	92,929	+5,237	add
228	Ensign Peak Advisors, Inc	$18.8M	92,425	+156	add
229	BRADLEY FOSTER & SARGENT INC/CT	$18.6M	91,748	−13,730	trim
230	Modera Wealth Management, LLC	$18.6M	91,543	−3,720	trim
231	CIBC WORLD MARKET INC.	$18.4M	90,570	−25,722	trim
232	JOHNSON INVESTMENT COUNSEL INC	$18.3M	90,026	−6,377	trim
233	Suncoast Equity Management	$18.3M	89,916	−9,051	trim
234	Tactive Advisors, LLC	$18.2M	89,607	+89,607	new
235	Sone Capital Management, LLC	$18.1M	89,263	+20,435	add
236	MEYER HANDELMAN CO	$17.9M	88,198	+3,138	add
237	ZEVIN ASSET MANAGEMENT LLC	$17.8M	87,378	+2,901	add
238	TOCQUEVILLE ASSET MANAGEMENT L.P.	$17.5M	85,925	−430	trim
239	Hendershot Investments Inc.	$17.2M	84,755	+4,857	add
240	INVESTMENT HOUSE LLC	$17.2M	84,737	−2,268	trim
241	Pathstone Holdings, LLC	$16.7M	81,866	−3,787	trim
242	Cannell & Spears LLC	$16.6M	81,542	−3,102	trim
243	Hardman Johnston Global Advisors LLC	$16.6M	81,484	−10,323	trim
244	Rafferty Asset Management, LLC	$16.4M	80,785	−2,795	trim
245	IFM Investors Pty Ltd	$16.4M	80,580	+2,802	add
246	Varma Mutual Pension Insurance Co	$16.3M	80,423	0	no change
247	71 West Capital Partners	$16.1M	79,164	+5,944	add
248	BAXTER BROS INC	$16.0M	78,635	−1,170	trim
249	Beacon Pointe Advisors, LLC	$15.9M	78,262	−5,879	trim
250	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$15.8M	77,877	−47,374	trim
251	LBP AM SA	$15.8M	77,746	−4,623	trim
252	UniSuper Management Pty Ltd	$15.7M	77,085	−10,979	trim
253	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.6M	76,610	+76,610	new
254	USS Investment Management Ltd	$15.5M	76,079	+7,191	add
255	EASTERN BANK	$15.4M	75,682	−12,442	trim
256	Skandinaviska Enskilda Banken AB (publ)	$15.2M	74,730	−97,801	trim
257	YOUSIF CAPITAL MANAGEMENT, LLC	$15.1M	74,378	−40	trim
258	Graham Capital Management, L.P.	$15.1M	74,299	+34,328	add
259	Vanguard Personalized Indexing Management, LLC	$14.9M	73,285	−1,050	trim
260	Steward Partners Investment Advisory, LLC	$14.7M	72,364	−10,546	trim
261	Ethic Inc.	$14.5M	71,353	−4,254	trim
262	HITE Hedge Asset Management LLC	$14.3M	70,578	+70,578	new
263	MATHER GROUP, LLC.	$14.2M	70,060	+53,797	add
264	SAYBROOK CAPITAL /NC	$14.2M	69,979	−1,005	trim
265	Andra AP-fonden	$14.2M	69,689	+27,449	add
266	EXCHANGE TRADED CONCEPTS, LLC	$14.0M	68,993	+53,231	add
267	Wealthfront Advisers LLC	$14.0M	68,727	+14,112	add
268	REGIONS FINANCIAL CORP	$13.9M	68,429	−2,272	trim
269	1832 Asset Management L.P.	$13.7M	67,317	−9,479	trim
270	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$13.6M	66,778	+6,266	add
271	JGP Wealth Management, LLC	$13.5M	66,418	+2,215	add
272	FEDERATED HERMES, INC.	$13.4M	65,825	+56,512	add
273	Utah Retirement Systems	$13.3M	65,562	−1,763	trim
274	KING LUTHER CAPITAL MANAGEMENT CORP	$13.3M	65,245	−4,442	trim
275	PUBLIC SECTOR PENSION INVESTMENT BOARD	$13.1M	64,666	+12,182	add
276	Crossmark Global Holdings, Inc.	$12.9M	63,482	—	no prior
277	Palisade Asset Management, LLC	$12.8M	63,213	+1,226	add
278	Running Oak Capital LLC	$12.7M	62,334	+7,150	add
279	FLOSSBACH VON STORCH SE	$12.6M	61,878	+56,201	add
280	QRG CAPITAL MANAGEMENT, INC.	$12.4M	60,970	+10,503	add
281	Segment Wealth Management, LLC	$12.3M	60,301	+1,427	add
282	Elo Mutual Pension Insurance Co	$12.2M	59,929	+2,150	add
283	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$12.0M	58,982	+8,170	add
284	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$11.9M	58,572	−47,337	trim
285	Evelyn Partners Investment Management Services Ltd	$11.9M	58,379	−1,695	trim
286	ASR Vermogensbeheer N.V.	$11.7M	57,528	+1,001	add
287	Point72 Asset Management, L.P.	$11.5M	56,707	+56,707	new
288	CHOREO, LLC	$11.5M	56,197	+1,700	add
289	DAVENPORT & Co LLC	$11.5M	56,475	−6,379	trim
290	Heathbridge Capital Management Ltd.	$11.5M	56,465	+26,375	add
291	CREDIT AGRICOLE S A	$11.5M	56,398	−183,207	trim
292	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.3M	55,743	−16,141	trim
293	Broderick Brian C	$11.2M	55,341	+3,043	add
294	Tidal Investments LLC	$11.1M	54,660	+54,660	new
295	Evercore Wealth Management, LLC	$11.1M	54,432	−571	trim
296	TCV Trust & Wealth Management, Inc.	$10.9M	53,683	−1,308	trim
297	Janus Henderson Group Ltd.	$10.9M	53,557	+1,930	add
298	SHELTON CAPITAL MANAGEMENT	$10.9M	53,416	−4,670	trim
299	Raub Brock Capital Management LP	$10.8M	53,263	−3,271	trim
300	S.E.E.D. Planning Group LLC	$10.8M	52,963	+9,206	add
301	Allspring Global Investments Holdings, LLC	$10.7M	53,157	+5,714	add
302	FORA Capital, LLC	$10.7M	52,665	+52,665	new
303	OCCUDO QUANTITATIVE STRATEGIES LP	$10.6M	50,247	−210	trim
304	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.6M	52,114	−6,698	trim
305	Accredited Investors Inc.	$10.5M	51,842	−428	trim
306	AIA Group Ltd	$10.4M	51,426	+22,310	add
307	Squarepoint Ops LLC	$10.4M	51,335	+40,557	add
308	TCTC Holdings, LLC	$10.4M	51,224	+15,918	add
309	NORTHSTAR ASSET MANAGEMENT INC	$10.4M	51,131	−5,014	trim
310	Generali Asset Management SPA SGR	$10.4M	51,112	+3,710	add
311	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$10.3M	50,923	+547	add
312	Ascent Wealth Partners, LLC	$10.3M	50,784	+918	add
313	BANQUE PICTET & CIE SA	$10.2M	50,152	+2,336	add
314	Kidder Stephen W	$10.2M	50,151	−362	trim
315	Cresset Asset Management, LLC	$10.2M	49,729	+10,733	add
316	Dash Acquisitions Inc.	$10.1M	50,072	+2,289	add
317	VAN STRUM & TOWNE INC.	$10.1M	49,526	+508	add
318	Equitable Holdings, Inc.	$10.0M	41,316	+18,464	add
319	MATTERN CAPITAL MANAGEMENT, LLC	$10.0M	49,385	+12,897	add
320	Rossmore Private Capital	$10.0M	48,783	0	no change
321	Stratos Wealth Partners, LTD.	$10.0M	48,974	−10,105	trim
322	FIRST MANHATTAN CO. LLC.	$9.9M	48,465	−11,385	trim
323	GUYASUTA INVESTMENT ADVISORS INC	$9.8M	48,406	−2,138	trim
324	OPPENHEIMER & CO INC	$9.7M	47,956	+47,956	new
325	HFR Wealth Management, LLC	$9.7M	47,721	−591	trim
326	MML INVESTORS SERVICES, LLC	$9.6M	47,390	−14,379	trim
327	Choate Investment Advisors	$9.5M	46,899	−805	trim
328	Act Two Investors LLC	$9.5M	46,829	+46,829	new
329	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$9.5M	46,796	+673	add
330	HB Wealth Management, LLC	$9.5M	46,674	+907	add
331	FARMERS & MERCHANTS INVESTMENTS INC	$9.4M	46,136	−462	trim
332	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.4M	46,058	−200	trim
333	Atria Investments, Inc	$9.4M	46,052	−12,723	trim
334	Connor, Clark & Lunn Investment Management Ltd.	$9.3M	45,790	−177,980	trim
335	Atlantic Union Bankshares Corp	$9.3M	45,693	−914	trim
336	BAR HARBOR WEALTH MANAGEMENT	$9.2M	45,316	−1,077	trim
337	Norinchukin Bank, The	$9.2M	45,037	+1,161	add
338	PITTENGER & ANDERSON INC	$9.1M	44,857	−3,719	trim
339	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.1M	44,849	+44,849	new
340	SOMERVILLE KURT F	$9.1M	44,774	−25,163	trim
341	Cardinal Capital Management	$9.1M	44,271	+44,271	new
342	BLI - Banque de Luxembourg Investments	$9.0M	35,400	+35,400	new
343	OP Asset Management Ltd	$8.9M	43,695	—	no prior
344	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$8.8M	43,557	−7,630	trim
345	Concurrent Investment Advisors, LLC	$8.8M	43,501	−3,116	trim
346	Federation des caisses Desjardins du Quebec	$8.8M	43,453	−22,971	trim
347	Biondo Investment Advisors, LLC	$8.8M	43,241	+1,551	add
348	Lido Advisors, LLC	$8.8M	42,928	−14,713	trim
349	Penobscot Investment Management Company, Inc.	$8.8M	43,112	−2,668	trim
350	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.7M	42,839	−601	trim
351	FIL Ltd	$8.6M	42,390	−88,784	trim
352	HM PAYSON & CO	$8.4M	41,562	−93	trim
353	Madison Asset Management, LLC	$8.4M	41,275	−29,391	trim
354	NOMURA HOLDINGS INC	$8.4M	41,212	+17,221	add
355	Visionary Wealth Advisors	$8.3M	40,754	+12,572	add
356	Hamilton Point Investment Advisors, LLC	$8.2M	39,895	−217	trim
357	Delaney Dennis R	$8.1M	40,041	+12,690	add
358	PUZO MICHAEL J	$8.1M	39,946	−990	trim
359	Aptus Capital Advisors, LLC	$8.1M	39,792	+26,270	add
360	Northwest & Ethical Investments L.P.	$7.9M	39,039	−1,241	trim
361	Clearstead Advisors, LLC	$7.8M	38,251	−2,167	trim
362	Snowden Capital Advisors LLC	$7.7M	37,354	−6,858	trim
363	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$7.6M	37,650	0	no change
364	Quantbot Technologies LP	$7.6M	37,287	−12,404	trim
365	MONARCH CAPITAL MANAGEMENT INC	$7.6M	36,937	+1,639	add
366	NBT BANK, N.A.	$7.5M	37,068	−1,607	trim
367	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.5M	34,994	+18,398	add
368	AXXCESS WEALTH MANAGEMENT, LLC	$7.5M	36,743	+953	add
369	STEPHENS INC /AR/	$7.4M	36,128	+1,576	add
370	Evelyn Partners Asset Management Ltd	$7.4M	36,278	+837	add
371	Merit Financial Group, LLC	$7.4M	36,209	+11,087	add
372	CAMBIENT FAMILY OFFICE, LLC	$7.3M	35,795	−427	trim
373	Granite Investment Partners, LLC	$7.3M	35,937	−2,164	trim
374	Eurizon SLJ Capital Ltd	$7.3M	35,544	−671	trim
375	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$7.2M	35,578	−199,673	trim
376	Vident Advisory, LLC	$7.1M	35,046	−16,733	trim
377	Pictet North America Advisors SA	$7.0M	34,587	−3,401	trim
378	NLB Skladi, upravljanje premozenja, d.o.o.	$7.0M	34,487	−1,589	trim
379	Voleon Capital Management LP	$7.0M	34,376	+463	add
380	CARDEROCK CAPITAL MANAGEMENT INC	$7.0M	34,373	+866	add
381	ING GROEP NV	$6.9M	34,128	−31,069	trim
382	DONALDSON CAPITAL MANAGEMENT, LLC	$6.8M	33,656	−3,452	trim
383	Advisors Asset Management, Inc.	$6.8M	33,536	+200	add
384	Monte Financial Group, LLC	$6.8M	33,243	+14,435	add
385	ALPS ADVISORS INC	$6.8M	33,233	−1,406	trim
386	Kestra Advisory Services, LLC	$6.7M	33,147	−4,635	trim
387	Meiji Yasuda Asset Management Co Ltd.	$6.7M	33,077	+4,473	add
388	Clark & Stuart, Inc	$6.7M	32,583	+18,092	add
389	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.6M	32,629	+19,556	add
390	FIRST NATIONAL TRUST CO	$6.5M	31,862	−15,109	trim
391	Cornerstone Wealth Group, LLC	$6.4M	31,604	+734	add
392	Investment Management Corp of Ontario	$6.4M	31,436	−29,520	trim
393	CENTRAL TRUST Co	$6.4M	31,356	+81	add
394	GHP Investment Advisors, Inc.	$6.4M	31,272	+237	add
395	IMC-Chicago, LLC	$6.3M	30,994	+19,799	add
396	Azimuth Capital Investment Management LLC	$6.3M	30,795	+435	add
397	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$6.3M	30,774	−66	trim
398	Avanza Fonder AB	$6.2M	30,645	−438	trim
399	Columbus Macro, LLC	$6.2M	30,382	−1,189	trim
400	Richard C. Young & CO., LTD.	$6.1M	30,019	−34,084	trim
401	ALLIANZ SE	$6.1M	30,000	−1,025	trim
402	RWA WEALTH PARTNERS, LLC	$6.1M	29,849	−170	trim
403	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.1M	29,841	+79	add
404	Kingsview Wealth Management, LLC	$6.0M	29,677	−304	trim
405	PROFUND ADVISORS LLC	$6.0M	29,625	−5,878	trim
406	Y-Intercept (Hong Kong) Ltd	$6.0M	29,611	+29,611	new
407	BOWEN HANES & CO INC	$5.9M	29,263	−18,804	trim
408	ROCKLAND TRUST CO	$5.9M	29,228	−2,942	trim
409	Callan Family Office, LLC	$5.8M	28,639	+4,460	add
410	1ST SOURCE BANK	$5.8M	28,541	−581	trim
411	Notis-McConarty Edward	$5.8M	28,463	−141	trim
412	Inspire Investing, LLC	$5.7M	28,224	+17,976	add
413	MARTINGALE ASSET MANAGEMENT L P	$5.7M	27,959	−23,760	trim
414	Schonfeld Strategic Advisors LLC	$5.7M	27,923	+12,923	add
415	NEW ENGLAND ASSET MANAGEMENT INC	$5.7M	27,840	+27,840	new
416	CWM, LLC	$5.6M	27,519	+1,583	add
417	PINNACLE ASSOCIATES LTD	$5.6M	27,499	−4,060	trim
418	Siemens Fonds Invest GmbH	$5.5M	27,006	+938	add
419	Prospera Financial Services Inc	$5.5M	26,911	+5,025	add
420	Sentry LLC	$5.4M	26,667	−1,244	trim
421	Global X Japan Co., Ltd.	$5.4M	26,457	+1,336	add
422	PARK NATIONAL CORP /OH/	$5.4M	26,341	−899	trim
423	CLOVERFIELDS CAPITAL GROUP, LP	$5.3M	26,279	−511	trim
424	Birch Hill Investment Advisors LLC	$5.3M	26,263	−1,305	trim
425	Woodline Partners LP	$5.3M	26,221	+769	add
426	World Investment Advisors	$5.3M	26,108	−1,954	trim
427	Wilmington Savings Fund Society, FSB	$5.3M	25,892	+700	add
428	Douglass Winthrop Advisors, LLC	$5.2M	25,817	−1,270	trim
429	ELEVATION POINT WEALTH PARTNERS, LLC	$5.2M	25,496	+6,681	add
430	WESTPAC BANKING CORP	$5.2M	25,634	−394	trim
431	ABN AMRO INVESTMENT SOLUTIONS	$5.2M	25,609	+2,222	add
432	Sky Investment Group LLC	$5.1M	25,262	+1,107	add
433	ASSETMARK, INC	$5.1M	25,074	+5,057	add
434	Marks Group Wealth Management, Inc	$5.1M	25,053	−596	trim
435	William Allan Corp	$5.1M	25,041	+223	add
436	INTECH INVESTMENT MANAGEMENT LLC	$5.1M	25,027	+604	add
437	MASTERINVEST Kapitalanlage GmbH	$5.1M	24,894	−107	trim
438	Vestmark Advisory Solutions, Inc.	$5.0M	24,784	+834	add
439	DT Investment Partners, LLC	$4.9M	24,345	−1,269	trim
440	MIZUHO SECURITIES USA LLC	$4.9M	24,342	−5,107	trim
441	DAVIS R M INC	$4.9M	24,014	−436	trim
442	AE Wealth Management LLC	$4.9M	24,133	+978	add
443	Osmosis Investment Management UK Ltd	$4.9M	23,698	−1,044	trim
444	Counterpoint Mutual Funds LLC	$4.8M	23,473	+23,473	new
445	Elefante Mark B	$4.8M	23,424	+3,516	add
446	Kintegral Advisory, LLC	$4.8M	23,193	−1,028	trim
447	Plato Investment Management Ltd	$4.8M	23,365	−18	trim
448	PINKERTON WEALTH, LLC	$4.7M	18,436	−222	trim
449	Cyndeo Wealth Partners, LLC	$4.7M	23,248	−4,379	trim
450	Ameritas Investment Partners, Inc.	$4.7M	23,200	+120	add
451	CAISSE DES DEPOTS ET CONSIGNATIONS	$4.7M	23,192	0	no change
452	FLPUTNAM INVESTMENT MANAGEMENT CO	$4.7M	23,159	−4,650	trim
453	CULBERTSON A N & CO INC	$4.7M	23,113	−860	trim
454	SPRING CAPITAL MANAGEMENT, LLC	$4.7M	23,027	+77	add
455	LETSON INVESTMENT MANAGEMENT, INC.	$4.7M	22,911	+2,716	add
456	HARTFORD INVESTMENT MANAGEMENT CO	$4.7M	22,897	−427	trim
457	Sustainable Insight Capital Management, LLC	$4.7M	22,889	+6,520	add
458	GLOBALT Investments LLC / GA	$4.6M	22,847	−896	trim
459	Groupe la Francaise	$4.6M	22,762	+2,225	add
460	Laird Norton Wetherby Trust Company, LLC	$4.6M	22,237	+146	add
461	FRG Family Wealth Advisors LLC	$4.5M	22,373	−2,171	trim
462	PENINSULA ASSET MANAGEMENT INC	$4.5M	22,333	+1,080	add
463	CITIZENS FINANCIAL GROUP INC/RI	$4.5M	22,101	−1,736	trim
464	KKM Financial LLC	$4.5M	17,470	0	no change
465	Savant Capital, LLC	$4.5M	22,029	+3,094	add
466	WINTON GROUP Ltd	$4.5M	22,011	+22,011	new
467	OMERS ADMINISTRATION Corp	$4.3M	21,330	+4,263	add
468	SHERMAN PORFOLIOS, LLC	$4.3M	21,183	+4,270	add
469	Livforsakringsbolaget Skandia, Omsesidigt	$4.3M	21,159	+1,700	add
470	Tower Research Capital LLC (TRC)	$4.3M	20,932	−11,982	trim
471	WINDWARD CAPITAL MANAGEMENT CO /CA	$4.2M	20,560	−131	trim
472	Freestone Capital Holdings, LLC	$4.2M	20,515	+1,721	add
473	Maryland State Retirement & Pension System	$4.1M	20,317	0	no change
474	Banque Cantonale Vaudoise	$4.1M	20,286	+3,493	add
475	Procyon Advisors, LLC	$4.1M	20,053	−139	trim
476	Stokes Capital Advisors, LLC	$4.1M	20,049	−4,718	trim
477	Sawyer & Company, Inc	$4.1M	20,034	−118	trim
478	Metis Global Partners, LLC	$4.0M	19,775	−1,132	trim
479	UMB Bank, n.a.	$4.0M	19,728	−19,396	trim
480	Orion Porfolio Solutions, LLC	$3.9M	19,428	−795	trim
481	BAILARD, INC.	$3.9M	19,344	−568	trim
482	STANCE CAPITAL LLC	$3.9M	19,284	+3,191	add
483	BONTEMPO OHLY CAPITAL MGMT LLC	$3.9M	19,267	+3,231	add
484	Avior Wealth Management, LLC	$3.9M	19,184	+7,094	add
485	ABC ARBITRAGE SA	$3.9M	19,124	+19,124	new
486	Machina Capital S.A.S.	$3.8M	18,946	+18,946	new
487	CI INVESTMENTS INC.	$3.8M	18,902	+23	add
488	Waverly Advisors, LLC	$3.8M	18,874	−307	trim
489	Perigon Wealth Management, LLC	$3.8M	18,820	+185	add
490	BERKSHIRE ASSET MANAGEMENT LLC/PA	$3.8M	18,727	−1,877	trim
491	LOWE BROCKENBROUGH & CO INC	$3.8M	18,676	−35	trim
492	Vise Technologies, Inc.	$3.8M	14,616	0	no change
493	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.8M	18,463	+744	add
494	TD Waterhouse Canada Inc.	$3.8M	18,673	+4,459	add
495	Dai-ichi Life Insurance Company, Ltd	$3.7M	18,355	−353	trim
496	MidFirst Bank	$3.7M	18,322	+2,704	add
497	MOODY LYNN LIEBERSON & WALKER, LLC	$3.7M	18,186	−104	trim
498	R.H. Investment Group, LLC	$3.7M	18,309	+640	add
499	Private Advisor Group, LLC	$3.7M	18,079	−8,174	trim
500	BRADY FAMILY WEALTH, LLC	$3.7M	18,016	+1,102	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ADP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $70.8M held
Trimming: 2 Fundsmith, Bridgewater Associates $783M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AUTOMATIC DATA PROCESSING

Merged timeline of congressional filings and notable-manager moves on ADP
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	add	+71,751 sh
2026-05-15	Gotham Asset Management 13F	add	+65,051 sh
2026-05-15	Fundsmith 13F	trim	−322,864 sh
2026-05-15	Bridgewater Associates 13F	exit	−52,121 sh
2026-05-14	Caxton Associates 13F	new	+14,302 sh

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

28 members of Congress disclosed ADP — the congressional view ↗