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
Martin Capital Partners, LLC5,966$585.0K0.31%––
Rockland Trust Co6,004$588.0K0.04%––
Connolly Sarah T.6,036$592.0K0.53%––
Montag A & Associates Inc6,045$593.0K0.03%––
Saratoga Research & Investment Management6,070$595.0K0.03%––
San Francisco Sentry Investment Group (Ca)6,083$596.0K0.25%––
Principal Street Partners, LLC6,176$605.0K0.08%––
Banque Cantonale Vaudoise6,198$607.0K0.03%––
Navalign, LLC6,212$609.0K0.27%––
Ziegler Capital Management, LLC6,256$613.0K0.02%––
Koshinski Asset Management, Inc.6,252$613.0K0.06%––
Linscomb & Williams, Inc.6,268$614.0K0.03%––
SFMG, LLC6,284$616.0K0.07%––
Intrua Financial, LLC6,230$618.0K0.16%––
Hurlow Wealth Management Group, Inc.6,387$626.0K0.45%––
Livforsakringsbolaget Skandia, Omsesidigt6,398$627.0K0.04%––
Ashton Thomas Private Wealth, LLC6,434$630.7K0.11%––
M Holdings Securities, Inc.6,472$634.0K0.06%––
Boenning & Scattergood, Inc.6,480$635.0K0.12%––
Whittier Trust Co of Nevada Inc6,531$640.0K0.03%––
Patten & Patten Inc6,536$641.0K0.05%––
Guinness Atkinson Asset Management Inc6,617$649.0K0.32%––
Stratos Wealth Advisors, LLC6,629$650.0K0.07%––
Transform Wealth, LLC6,642$651.0K0.13%––
Mitchell McLeod Pugh & Williams Inc6,652$652.0K0.27%––
Rathbone Brothers plc6,708$658.0K0.01%––
Coastal Investment Advisors, Inc.6,765$663.0K0.17%––
Aevitas Wealth Management, Inc.6,800$667.0K0.47%––
FineMark National Bank & Trust6,823$669.0K0.03%––
Sara-Bay Financial6,866$673.0K0.27%––
Guyasuta Investment Advisors Inc6,935$680.0K0.05%––
Independence Bank of Kentucky6,945$681.0K0.33%––
McDonald Partners LLC6,957$682.0K0.18%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,970$683.0K0.00%––
Farmers & Merchants Investments Inc6,974$684.0K0.03%––
Opus Capital Group, LLC7,042$690.0K0.17%––
JustInvest LLC7,074$693.0K0.10%––
FourThought Financial, LLC7,073$693.0K0.10%––
Beacon Financial Advisory LLC7,120$698.0K0.40%––
Hilltop Holdings Inc.7,150$701.0K0.09%––
First Hawaiian Bank7,171$703.0K0.03%––
TCF National Bank7,167$703.0K0.08%––
Park National Corp7,250$710.0K0.03%––
Symmetry Partners, LLC7,248$710.0K0.05%––
Range Financial Group LLC7,260$712.0K0.65%––
High Falls Advisors, Inc7,301$716.0K0.21%––
Benjamin F. Edwards & Company, Inc.7,313$717.0K0.04%––
Gamble Jones Investment Counsel7,360$721.0K0.05%––
O'Keefe Stevens Advisory, Inc.7,607$721.0K0.45%––
First Quadrant L P7,378$723.0K0.08%––
Pacific Global Investment Management CO7,384$724.0K0.15%––
Woodstock Corp7,398$725.0K0.09%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,450$730.5K0.00%––
Moors & Cabot, Inc.7,510$738.0K0.06%––
Capital Investment Advisory Services, LLC7,543$739.0K0.10%––
Clifford Swan Investment Counsel LLC7,550$740.0K0.03%––
Csenge Advisory Group7,819$753.0K0.08%––
Chemung Canal Trust Co7,701$755.0K0.15%––
Illinois Municipal Retirement Fund7,748$759.0K0.03%––
Boston Research & Management Inc7,755$760.0K0.24%––
Sullivan, Bruyette, Speros & Blaney, LLC7,764$761.0K0.03%––
Venturi Wealth Management, LLC7,798$764.0K0.07%––
Harvest Volatility Management LLC7,827$767.0K0.07%––
Proequities, Inc.7,970$781.0K0.05%––
Chicago Partners Investment Group LLC7,914$782.0K0.06%––
RFG Advisory, LLC7,991$783.0K0.09%––
E Fund Management Co., Ltd.7,984$783.0K0.06%––
World Asset Management Inc8,129$792.0K0.07%––
Lincoln National Corp8,098$794.0K0.02%––
NVWM, LLC8,095$794.0K0.32%––
Voya Financial Advisors, Inc.8,017$795.0K0.03%––
Granite Investment Partners, LLC8,148$799.0K0.03%––
Dearborn Partners LLC8,184$802.0K0.03%––
WBI Investments8,195$803.0K0.13%––
Hudson Portfolio Management LLC8,430$826.0K0.80%––
Cohen Klingenstein LLC8,500$833.0K0.04%––
Redpoint Investment Management Pty Ltd8,500$833.0K0.07%––
Paradigm Asset Management Co LLC8,600$843.0K0.23%––
Close Asset Management Ltd8,600$843.0K0.04%––
Kestra Private Wealth Services, LLC8,617$845.0K0.06%––
Fiduciary Trust Co8,642$848.0K0.02%––
Brown Brothers Harriman & Co8,662$849.0K0.01%––
Private Trust Co NA8,692$851.0K0.14%––
Boston Private Wealth LLC8,680$851.0K0.01%––
Kentucky Retirement Systems Insurance Trust Fund8,713$854.0K0.09%––
Harbor Investment Advisory, LLC8,762$859.0K0.13%––
Valmark Advisers, Inc.8,801$863.0K0.02%––
STRS Ohio8,861$868.0K0.00%––
Asset Management Group, Inc.8,870$869.0K0.19%––
Independent Advisor Alliance8,892$872.0K0.05%––
Trustmark National Bank Trust Department8,933$875.0K0.07%––
West Paces Advisors Inc.8,971$879.3K0.35%––
FORA Capital, LLC8,992$881.0K0.29%––
Bank Julius Baer & Co. Ltd, Zurich9,000$882.0K0.01%––
Greytown Advisors Inc.9,049$887.0K0.49%––
Palumbo Wealth Management LLC9,143$896.0K0.68%––
Virtu Financial LLC9,324$914.0K0.06%––
Soltis Investment Advisors LLC9,353$917.0K0.17%––
Fairfield, Bush & Co.9,400$921.0K0.26%––
Wambolt & Associates, LLC9,370$925.0K0.48%––