This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ADP/capital-change-brief"
Use Arkolith's capital_change_brief for ADP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $7.2B | 35.5M | ▼−2.9% Reduced · −1.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.3B | 26.2M | ▲New +26.2M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $4.0B | 19.3M | ▲+2.0% Added · +386K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $2.4B | 12.0M | ▲+3.6% Added · +417K sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.3B | 11.6M | ▲+379% Added · +9.1M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2B | 11.1M | ▲New +11.1M sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $1.4B | 6.9M | ▼−2.1% Reduced · −151K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $1.3B | 6.4M | ▼−38% Reduced · −4.0M sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $1.2B | 6.0M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $1.1B | 5.3M | ▼−10% Reduced · −608K sh | Q1 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $1.3B | 5.1M | ▼−15% Reduced · −883K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $886.5M | 4.4M | ▲+0.8% Added · +36K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $837.5M | 4.1M | ▲+22% Added · +736K sh | Q1 2026 | |
| 14 | DEUTSCHE BANK AG\ | $827.8M | 4.1M | ▲+15% Added · +542K sh | Q1 2026 | |
| 15 | Fundsmith LLP | $783.3M | 3.9M | ▼−7.7% Reduced · −323K sh | Q1 2026 | |
| 16 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $743.1M | 3.7M | —Held | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $659.2M | 3.2M | ▼−49% Reduced · −3.2M sh | Q1 2026 | |
| 18 | Amundi | $616.4M | 3.0M | ▲+28% Added · +659K sh | Q1 2026 | |
| 19 | UBS Group AG | $603.8M | 3.0M | ▲+25% Added · +600K sh | Q1 2026 | |
| 20 | First Eagle Investment Management, LLC | $579.0M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $576.9M | 2.8M | ▼−28% Reduced · −1.1M sh | Q1 2026 | |
| 22 | NORGES BANK | $721.7M | 2.8M | ▲+24% Added · +546K sh | Q4 2025 | |
| 23 | Legal & General Group Plc | $548.7M | 2.7M | ▲+0.9% Added · +25K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $507.5M | 2.5M | ▲+11% Added · +249K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $504.2M | 2.5M | ▲+7.3% Added · +168K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Michaud Brian L. | Executive VP | Discretionary (I) | 49 | $11K |
| Jul 1, 2026 | Foskett David | Corp. VP | Discretionary (I) | 49 | $11K |
| Jul 1, 2026 | Black Maria | President & CEO | Discretionary (I) | 49 | $11K |
| May 8, 2026 | Michaud Brian L. | Executive VP | Sell (S) | 848 | $180K |
| May 7, 2026 | SWAN ROBERT HOLMES | Director | Buy (P) | 4K | $746K |
| Apr 14, 2026 | D'Ambrosio Christopher | Corp. VP | Sell (S) | 543 | $106K |
| Mar 16, 2026 | D'Ambrosio Christopher | Corp. VP | Sell (S) | 543 | $113K |
| Feb 17, 2026 | D'Ambrosio Christopher | Corp. VP | Sell (S) | 543 | $115K |
| Feb 6, 2026 | Michaud Brian L. | Executive VP | Sell (S) | 1K | $234K |
| Feb 5, 2026 | Foskett David | Corp. VP | Sell (S) | 266 | $63K |
| Feb 2, 2026 | Michaud Brian L. | Executive VP | Tax withholding (F) | 132 | $33K |
| Jan 30, 2026 | Foskett David | Corp. VP | Tax withholding (F) | 586 | $145K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 566 funds | $316.2B |
| APPLE INCAAPL | 557 funds | $339.1B |
| ALPHABET INC-CL AGOOGL | 557 funds | $207.1B |
| AMAZON.COM INCAMZN | 556 funds | $234.2B |
| META PLATFORMS INC-CLASS AMETA | 552 funds | $131.0B |
| VISA INC-CLASS A SHARESV | 551 funds | $75.3B |
| NVIDIA CORPNVDA | 548 funds | $429.7B |
| JPMORGAN CHASE & COJPM | 545 funds | $83.6B |
| BROADCOM INCAVGO | 542 funds | $167.0B |
| ALPHABET INC-CL CGOOG | 539 funds | $141.1B |
| ELI LILLY & COLLY | 538 funds | $86.0B |
| MASTERCARD INC - AMA | 538 funds | $62.1B |
Ranked by how many of ADP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ADP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.