Skip to main content

Paychex Inc

PAYX
Exchange
Nasdaq
Industry
Services-Engineering, Accounting, Research, Management
SEC CIK
0000723531

In the last 90 days, Paychex Inc insiders filed 0 open-market purchases and 3 sales; 1,535 institutions reported holding it in 13F filings for Q2 2026, worth $29.1B in total; superinvestors Semper Augustus and Markel Group hold it.

13F holders, Q1 2021

Institutional positions in Paychex Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,226
No complete 13F data for Q4 2020
Shares held
253.8M
No complete 13F data for Q4 2020
Total value
$24.8B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PAYX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,226 institutions
Q1 2021: 1,226 institutionsQ2 2021: 1,242 institutionsQ3 2021: 1,286 institutionsQ4 2021: 1,442 institutionsQ1 2022: 1,442 institutionsQ2 2022: 1,412 institutionsQ3 2022: 1,428 institutionsQ4 2022: 1,449 institutionsQ1 2023: 1,434 institutionsQ2 2023: 1,419 institutionsQ3 2023: 1,447 institutionsQ4 2023: 1,511 institutionsQ1 2024: 1,531 institutionsQ2 2024: 1,519 institutionsQ3 2024: 1,546 institutionsQ4 2024: 1,639 institutionsQ1 2025: 1,704 institutionsQ2 2025: 1,675 institutionsQ3 2025: 1,620 institutionsQ4 2025: 1,591 institutionsQ1 2026: 1,515 institutionsQ2 2026: 1,535 institutions
Value heldQ1 2021: $24.8B
Q1 2021: $24.8BQ2 2021: $27.2BQ3 2021: $28.6BQ4 2021: $34.6BQ1 2022: $34.8BQ2 2022: $29.4BQ3 2022: $28.9BQ4 2022: $30.1BQ1 2023: $30.2BQ2 2023: $29.2BQ3 2023: $30.1BQ4 2023: $31.5BQ1 2024: $33.1BQ2 2024: $32.4BQ3 2024: $37.1BQ4 2024: $39.4BQ1 2025: $43.3BQ2 2025: $40.7BQ3 2025: $34.8BQ4 2025: $33.1BQ1 2026: $27.2BQ2 2026: $29.1B
Institutions holding PAYX and their total value by quarter
QuarterHoldersValue
Q2 20261,535$29.1B
Q1 20261,515$27.2B
Q4 20251,591$33.1B
Q3 20251,620$34.8B
Q2 20251,675$40.7B
Q1 20251,704$43.3B
Q4 20241,639$39.4B
Q3 20241,546$37.1B
Q2 20241,519$32.4B
Q1 20241,531$33.1B
Q4 20231,511$31.5B
Q3 20231,447$30.1B
Q2 20231,419$29.2B
Q1 20231,434$30.2B
Q4 20221,449$30.1B
Q3 20221,428$28.9B
Q2 20221,412$29.4B
Q1 20221,442$34.8B
Q4 20211,442$34.6B
Q3 20211,286$28.6B
Q2 20211,242$27.2B
Q1 20211,226$24.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Paychex Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PAYX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd4$00.00%––
AlphaMark Advisors, LLC1$00.00%––
Transamerica Financial Advisors, Inc.8$1.00K0.02%––
MV Capital Management, Inc.11$1.00K0.00%––
Standard Family Office LLC11$1.00K0.00%––
Halpern Financial, Inc.17$1.67K0.00%––
American National Bank20$2.00K0.00%––
Hanson & Doremus Investment Management20$2.00K0.00%––
MCF Advisors LLC18$2.00K0.00%––
Accel Wealth Management22$2.00K0.00%––
KB Financial Partners, LLC20$2.00K0.00%––
Country Trust Bank30$3.00K0.00%––
Copeland Capital Management, LLC29$3.00K0.00%––
Winch Advisory Services, LLC30$3.00K0.00%––
Truvestments Capital LLC29$3.00K0.00%––
Sound Income Strategies, LLC35$3.43K0.00%––
City Holding Co42$4.00K0.00%––
Vigilant Capital Management, LLC39$4.00K0.00%––
Horan Securities, Inc.38$4.00K0.00%––
Resolute Partners Group77$4.00K0.00%––
Total Clarity Wealth Management, Inc.42$4.00K0.00%––
Arlington Partners LLC51$5.00K0.00%––
Jackson, Grant Investment Advisers, Inc.52$5.00K0.00%––
Certified Advisory Corp49$5.00K0.00%––
Lloyd Advisory Services, LLC.46$5.00K0.00%––
Better Money Decisions, LLC50$5.00K0.01%––
Fuller & Thaler Asset Management, Inc.59$6.00K0.00%––
JCIC Asset Management Inc.60$6.00K0.00%––
Wealthcare Capital Management LLC64$6.00K0.00%––
Tower View Investment Management & Research LLC58$6.00K0.00%––
Aua Capital Management, LLC72$7.00K0.00%––
Versant Capital Management, Inc72$7.00K0.00%––
Financial Enhancement Group LLC78$8.00K0.00%––
Freedman Financial Associates, Inc.85$8.00K0.01%––
Smith Asset Management Group LP92$9.00K0.00%––
Column Capital Advisors, LLC95$9.00K0.00%––
Solstein Capital, LLC91$9.00K0.01%––
TSFG, LLC93$9.00K0.00%––
Sofos Investments, Inc.97$9.51K0.19%––
Thomas J. Herzfeld Advisors, Inc.102$10.0K0.00%––
AllSquare Wealth Management LLC100$10.0K0.01%––
Coastal Capital Group, Inc.99$10.0K0.00%––
Ellis Investment Partners, LLC100$10.0K0.00%––
Baillie Gifford & Co116$11.0K0.00%––
Piscataqua Savings Bank125$12.0K0.01%––
TCI Wealth Advisors, Inc.134$13.0K0.01%––
Tortoise Investment Management, LLC131$13.0K0.00%––
Atlas Private Wealth Advisors135$13.0K0.01%––
RPG Investment Advisory, LLC147$14.0K0.00%––
Investors Research Corp143$14.0K0.01%––
Laurel Wealth Advisors LLC140$14.0K0.00%––
Hexavest Inc.154$15.0K0.00%––
JFS Wealth Advisors, LLC148$15.0K0.00%––
Larson Financial Group LLC152$15.0K0.00%––
Savior LLC149$15.0K0.02%––
Earnest Partners LLC168$16.0K0.00%––
West Oak Capital, LLC160$16.0K0.01%––
Westside Investment Management, Inc.165$16.0K0.00%––
Meridian Wealth Partners, LLC169$16.0K0.00%––
Stuart Chaussee & Associates, Inc.170$17.0K0.01%––
Firestone Capital Management178$17.0K0.01%––
Sun Life Financial INC189$19.0K0.00%––
Bartlett & Co. LLC195$19.0K0.00%––
Old North State Trust, LLC189$19.0K0.02%––
RMR Wealth Builders198$19.0K0.00%––
Bartlett & Co. Wealth Management LLC195$19.1K0.00%––
Monetary Management Group Inc200$20.0K0.01%––
Manchester Capital Management LLC200$20.0K0.00%––
Highlander Capital Management, LLC200$20.0K0.01%––
Carmichael Hill & Associates, Inc.200$20.0K0.01%––
Grandview Asset Management LLC200$20.0K0.01%––
Hexagon Capital Partners LLC205$20.0K0.01%––
Fred Alger Management, LLC212$21.0K0.00%––
Catalyst Capital Advisors LLC214$21.0K0.00%––
JJJ Advisors Inc.211$21.0K0.01%––
Archer Investment Corp220$21.6K0.01%––
Gemmer Asset Management LLC222$22.0K0.00%––
Bogart Wealth, LLC227$22.0K0.00%––
Lowe Wealth Advisors, LLC230$23.0K0.01%––
Lindbrook Capital, LLC251$25.0K0.01%––
Prentice Wealth Management LLC250$25.0K0.01%––
Ogorek Anthony Joseph288$28.0K0.01%––
CSat Investment Advisory, L.P.282$28.0K0.02%––
Carolinas Wealth Consulting LLC285$28.0K0.01%––
Toth Financial Advisory Corp300$29.0K0.00%––
Truehand, Inc300$29.0K0.02%––
Holloway Wealth Management, LLC–$29.0K0.01%––
Mark Sheptoff Financial Planning, LLC300$29.0K0.02%––
Cedar Mountain Advisors, LLC298$29.0K0.01%––
Bellevue Asset Management, LLC298$29.0K0.02%––
Stonebridge Financial Planning Group, LLC300$29.0K0.02%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC312$30.0K0.00%––
International Assets Investment Management, LLC322$30.0K0.00%––
Loomis Sayles & Co L P321$31.0K0.00%––
Harvest Fund Management Co., Ltd327$32.0K0.00%––
Manchester Financial Inc334$33.0K0.02%––
Concord Wealth Partners338$33.0K0.01%––
Norway Savings Bank350$34.0K0.02%––
Providence Capital Advisors, LLC350$34.0K0.01%––
American State Bank (Iowa)350$34.3K0.03%––