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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
Castleark Management LLC360$35.0K0.00%––
Tarbox Family Office, Inc.354$35.0K0.01%––
Peoples Financial Services Corp.379$37.0K0.02%––
Pflug Koory, LLC373$37.0K0.02%––
Sittner & Nelson, LLC373$37.0K0.03%––
Asset Dedication, LLC390$39.0K0.01%––
MPS Loria Financial Planners, LLC404$39.0K0.02%––
Canton Hathaway, LLC400$39.0K0.01%––
GoalVest Advisory LLC400$39.0K0.03%––
Farmers & Merchants Trust Co of Chambersburg PA407$40.0K0.03%––
WealthShield Partners, LLC408$40.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund416$41.0K0.00%––
Berman Capital Advisors, LLC424$41.0K0.01%––
Wagner Wealth Management, LLC425$42.0K0.03%––
Tradewinds Capital Management, LLC450$44.0K0.01%––
Evoke Wealth, LLC487$48.0K0.00%––
Salem Investment Counselors Inc500$49.0K0.00%––
Goodwin Investment Advisory496$49.0K0.06%––
M&R Capital Management Inc520$50.0K0.01%––
Prestige Wealth Management Group LLC508$50.0K0.01%––
Hudock, Inc.524$51.0K0.02%––
Simon Quick Advisors, LLC551$54.0K0.02%––
Cypress Capital Management LLC (WY)563$55.0K0.05%––
Geo Capital Gestora de Recursos Ltd585$57.0K0.03%––
Jones Financial Companies LLLP599$59.0K0.00%––
Zions Bancorporation, N.A.602$59.0K0.01%––
Liberty Wealth Management LLC664$59.0K0.03%––
Lenox Wealth Advisors, LLC617$60.0K0.01%––
Exane Derivatives640$62.7K0.02%––
Mascoma Wealth Management LLC641$63.0K0.03%––
Valley Brook Capital Group650$63.0K0.06%––
S.A. Mason LLC649$64.0K0.05%––
Glassman Wealth Services661$65.0K0.01%––
Baldwin Brothers Inc675$66.0K0.01%––
Selective Wealth Management, Inc.678$66.0K0.06%––
McIlrath & Eck, LLC685$67.0K0.02%––
Sugarloaf Wealth Management, LLC703$69.0K0.02%––
CVA Family Office, LLC710$70.0K0.03%––
Raffa Wealth Management, LLC740$72.5K0.03%––
Reilly Financial Advisors, LLC755$74.0K0.01%––
First Personal Financial Services750$74.0K0.02%––
Enterprise Financial Services Corp770$75.0K0.01%––
IronBridge Private Wealth, LLC792$78.0K0.05%––
Penserra Capital Management LLC811$79.0K0.00%––
Financial Management Professionals, Inc.832$82.0K0.02%––
Graves-Light Private Wealth Management, Inc.835$82.0K0.01%––
Sandy Spring Bank869$85.0K0.00%––
Quadrant Capital Group LLC865$85.0K0.01%––
Cary Street Partner Investment Advisory LLC870$85.0K0.03%––
Heritage Wealth Advisors875$85.8K0.01%––
Trustcore Financial Services, LLC935$92.0K0.01%––
Heritage Wealth Management, LLC945$93.0K0.05%––
Capital Advisors, Ltd. LLC961$94.0K0.02%––
Eudaimonia Partners, LLC959$94.0K0.02%––
Valeo Financial Advisors, LLC989$97.0K0.00%––
Sageworth Trust Co995$98.0K0.01%––
First Horizon Advisors, Inc.1,009$98.0K0.01%––
Field & Main Bank1,000$98.0K0.07%––
Pinz Capital Management, LP1,000$98.0K0.03%––
Fieldpoint Private Securities, LLC997$98.0K0.02%––
Sutton Wealth Advisors Inc.1,065$104.4K0.04%––
Endurance Wealth Management, Inc.1,089$107.0K0.01%––
CoreFirst Bank & Trust1,100$108.0K0.07%––
Charter Oak Capital Management, LLC1,112$109.0K0.02%––
Private Capital Group, LLC1,141$112.0K0.03%––
Plante Moran Financial Advisors, LLC1,152$113.0K0.03%––
Delta Asset Management LLC1,166$114.0K0.01%––
Ancora Advisors, LLC1,169$115.0K0.00%––
Community Bank, N.A.1,175$115.0K0.01%––
Rosenberg Matthew Hamilton1,179$116.0K0.07%––
SOA Wealth Advisors, LLC.1,211$118.0K0.03%––
Central Bank & Trust Co1,217$119.0K0.02%––
Maven Securities LTD1,233$121.0K0.01%––
Thompson Siegel & Walmsley LLC1,241$122.0K0.00%––
Parkside Financial Bank & Trust1,245$122.0K0.04%––
Compagnie Lombard Odier SCmA1,292$127.0K0.00%––
Barrett Asset Management, LLC1,301$128.0K0.01%––
Allworth Financial LP1,319$129.0K0.00%––
Stonebridge Capital Advisors LLC1,313$129.0K0.02%––
BI Asset Management Fondsmaeglerselskab A/S1,331$130.0K0.01%––
Baystate Wealth Management LLC1,355$133.0K0.01%––
BDO Wealth Advisors, LLC1,388$136.0K0.02%––
Global Retirement Partners, LLC1,393$136.0K0.02%––
Focused Wealth Management, Inc1,400$137.0K0.02%––
Patriot Financial Group Insurance Agency, LLC1,421$139.0K0.03%––
First National Bank of South Miami1,415$139.0K0.11%––
TFC Financial Management1,413$139.0K0.05%––
First Financial Corp1,453$142.0K0.10%––
CX Institutional1,444$142.0K0.01%––
Blume Capital Management, Inc.1,516$149.0K0.06%––
Rockbridge Investment Management, LCC1,516$149.0K0.03%––
Old Second National Bank of Aurora1,583$155.0K0.04%––
Bedel Financial Consulting, Inc.1,590$156.0K0.06%––
Maverick Capital LtdSuperinvestorMaverick Capital1,631$160.0K0.00%––
Gables Capital Management Inc.1,677$164.0K0.09%––
Allred Capital Management, LLC1,733$169.9K0.08%––
Optimum Investment Advisors1,800$176.0K0.05%––
Cowen Prime Services LLC1,800$176.0K0.07%––
Carroll Financial Associates, Inc.1,850$181.0K0.01%––
Alpha Paradigm Partners, LLC1,851$181.0K0.07%––