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, Q2 2021
Institutional positions in Paychex Inc as of Jun 30, 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
- 1,242
- +27 vs. Q1 2021
- Shares held
- 254.2M
- +2.11M (+0.8%) vs. Q1 2021
- Total value
- $27.2B
- +$2.52B (+10.2%) vs. Q1 2021
- New holders
- 106
- 469 more added
- Sold out
- 79
- 420 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,535 | $29.1B |
| Q1 2026 | 1,515 | $27.2B |
| Q4 2025 | 1,591 | $33.1B |
| Q3 2025 | 1,620 | $34.8B |
| Q2 2025 | 1,675 | $40.7B |
| Q1 2025 | 1,704 | $43.3B |
| Q4 2024 | 1,639 | $39.4B |
| Q3 2024 | 1,546 | $37.1B |
| Q2 2024 | 1,519 | $32.4B |
| Q1 2024 | 1,531 | $33.1B |
| Q4 2023 | 1,511 | $31.5B |
| Q3 2023 | 1,447 | $30.1B |
| Q2 2023 | 1,419 | $29.2B |
| Q1 2023 | 1,434 | $30.2B |
| Q4 2022 | 1,449 | $30.1B |
| Q3 2022 | 1,428 | $28.9B |
| Q2 2022 | 1,412 | $29.4B |
| Q1 2022 | 1,442 | $34.8B |
| Q4 2021 | 1,442 | $34.6B |
| Q3 2021 | 1,286 | $28.6B |
| Q2 2021 | 1,242 | $27.2B |
| Q1 2021 | 1,226 | $24.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 2,689 | $292.0K | 0.42% | −6,822−71.7% | Reduced |
| Belpointe Asset Management LLC | 2,725 | $292.0K | 0.02% | +582+27.2% | Added |
| Mairs & Power Inc | 2,730 | $293.0K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 2,730 | $293.0K | 0.16% | +175+6.8% | Added |
| Martingale Asset Management L P | 2,740 | $295.0K | 0.00% | +2+0.1% | Added |
| WNY Asset Management, LLC | 2,761 | $296.0K | 0.11% | +401+17.0% | Added |
| First Manhattan Co | 2,779 | $298.0K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 2,798 | $300.0K | 0.09% | −5−0.2% | Reduced |
| Rocky Mountain Advisers, LLC | 2,800 | $300.0K | 0.37% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,815 | $302.0K | 0.06% | +517+22.5% | Added |
| Exencial Wealth Advisors, LLC | 2,817 | $302.0K | 0.02% | +2,817 | New |
| Johnson Investment Counsel Inc | 2,827 | $303.0K | 0.00% | −2,826−50.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,826 | $303.0K | 0.02% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 2,824 | $303.0K | 0.01% | +2,824 | New |
| Apollon Wealth Management, LLC | 2,831 | $304.0K | 0.05% | −81−2.8% | Reduced |
| Logan Capital Management Inc | 2,858 | $307.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,880 | $309.0K | 0.03% | +574+24.9% | Added |
| Continuum Advisory, LLC | 2,876 | $309.0K | 0.10% | +2,876 | New |
| WealthPLAN Partners, LLC | 2,654 | $310.0K | 0.02% | −624−19.0% | Reduced |
| Trust Asset Management LLC | 2,896 | $311.0K | 0.04% | +329+12.8% | Added |
| Smithfield Trust Co | 2,913 | $312.0K | 0.02% | −800−21.5% | Reduced |
| Green Harvest Asset Management LLC | 2,911 | $312.0K | 0.06% | +2,911 | New |
| Brewin Dolphin Ltd | 2,917 | $313.0K | 0.01% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,911 | $313.0K | 0.09% | −164−5.3% | Reduced |
| Rossmore Private Capital | 2,915 | $313.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,921 | $313.4K | 0.27% | +2,921 | New |
| Foresight Wealth Management, LLC | 2,930 | $314.0K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,920 | $314.0K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,935 | $315.0K | 0.01% | +2,935 | New |
| Leavell Investment Management, Inc. | 3,236 | $317.0K | 0.03% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 2,955 | $317.0K | 2.19% | +2,955 | New |
| Capital Advisors, Ltd. LLC | 2,961 | $318.0K | 0.06% | +2,000+208.1% | Added |
| Sentry Investment Management LLC | 2,990 | $321.0K | 0.08% | 00.0% | Unchanged |
| Puzo Michael J | 3,000 | $322.0K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,000 | $322.0K | 0.02% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,000 | $322.0K | 0.09% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,000 | $322.0K | 0.21% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,998 | $322.0K | 0.01% | +427+16.6% | Added |
| Brown Capital Management LLC | 3,021 | $324.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,022 | $324.0K | 0.01% | +3,022 | New |
| Seeyond | 3,053 | $327.0K | 0.03% | +14+0.5% | Added |
| Delta Investment Management, LLC | 3,054 | $328.0K | 0.10% | 00.0% | Unchanged |
| Round Table Services, LLC | 3,056 | $328.0K | 0.07% | +3,056 | New |
| Sargent Investment Group, LLC | 3,075 | $330.0K | 0.08% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,097 | $332.0K | 0.22% | +3,097 | New |
| SevenBridge Financial Group, LLC | 3,110 | $334.0K | 0.11% | +56+1.8% | Added |
| Claybrook Capital, LLC | 3,110 | $334.0K | 0.11% | +3,110 | New |
| Bank Ozk | 3,119 | $335.0K | 0.15% | −383−10.9% | Reduced |
| Mid Atlantic Financial Management Inc | 3,140 | $337.0K | 0.02% | −15−0.5% | Reduced |
| Longfellow Investment Management Co LLC | 3,154 | $339.0K | 0.05% | −1,964−38.4% | Reduced |
| M. Kraus & Co | 3,168 | $340.0K | 0.12% | −24−0.8% | Reduced |
| Assetmark, Inc | 3,185 | $342.0K | 0.00% | +168+5.6% | Added |
| Country Club Trust Company, n.a. | 3,187 | $343.0K | 0.03% | −710−18.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,200 | $343.0K | 0.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,127 | $350.0K | 0.11% | −725−18.8% | Reduced |
| Allstate Corp | 3,265 | $350.0K | 0.01% | −503−13.3% | Reduced |
| Roberts Glore & Co Inc | 3,275 | $351.0K | 0.11% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,300 | $354.0K | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 3,334 | $357.0K | 0.00% | −175−5.0% | Reduced |
| Davis R M Inc | 3,325 | $357.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,150 | $359.0K | 0.20% | +132+4.4% | Added |
| Holderness Investments Co | 3,356 | $360.0K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,370 | $362.0K | 0.01% | −14−0.4% | Reduced |
| WBH Advisory Inc | 3,217 | $362.0K | 0.05% | −148−4.4% | Reduced |
| Level Four Advisory Services, LLC | 3,380 | $363.0K | 0.03% | −94−2.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,387 | $363.0K | 0.20% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,417 | $367.0K | 0.03% | +57+1.7% | Added |
| Wealth Alliance | 3,416 | $367.0K | 0.09% | +252+8.0% | Added |
| Proficio Capital Partners LLC | 3,426 | $368.0K | 0.04% | +147+4.5% | Added |
| Wealthspire Advisors, LLC | 3,442 | $369.0K | 0.01% | −8,857−72.0% | Reduced |
| Principal Street Partners, LLC | 3,443 | $369.0K | 0.10% | −2,733−44.3% | Reduced |
| EPG Wealth Management LLC | 3,453 | $370.0K | 0.16% | +629+22.3% | Added |
| Oarsman Capital, Inc. | 3,455 | $371.0K | 0.15% | +570+19.8% | Added |
| MJP Associates Inc | 3,471 | $372.0K | 0.13% | +290+9.1% | Added |
| Douglas Lane & Associates, LLC | 3,474 | $373.0K | 0.01% | −30−0.9% | Reduced |
| Crescent Capital Consulting, LLC | 3,481 | $374.0K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 3,499 | $375.0K | 0.03% | −181−4.9% | Reduced |
| Vigilare Wealth Management | 3,499 | $375.0K | 0.23% | +151+4.5% | Added |
| Mather Group, LLC. | 3,507 | $376.0K | 0.01% | −73−2.0% | Reduced |
| Vontobel Holding Ltd. | 3,531 | $380.0K | 0.00% | −456−11.4% | Reduced |
| Associated Banc-Corp | 3,536 | $380.0K | 0.02% | −1,176−25.0% | Reduced |
| Oakworth Capital, Inc. | 3,559 | $382.0K | 0.04% | −670−15.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,578 | $384.0K | 0.03% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 3,581 | $384.0K | 0.07% | +663+22.7% | Added |
| Smithbridge Asset Management Inc | 3,600 | $386.0K | 0.13% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,647 | $391.0K | 0.06% | −328−8.3% | Reduced |
| Dohj, LLC | 3,656 | $392.0K | 0.21% | −396−9.8% | Reduced |
| Avantax Planning Partners, Inc. | 3,663 | $393.0K | 0.02% | 00.0% | Unchanged |
| Capital One Financial Corp | 3,673 | $394.0K | 0.05% | −132−3.5% | Reduced |
| Greatmark Investment Partners, Inc. | 3,714 | $399.0K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 3,722 | $400.0K | 0.11% | −294−7.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,730 | $400.0K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 3,728 | $400.0K | 0.18% | +737+24.6% | Added |
| Orion Portfolio Solutions, LLC | 3,739 | $401.0K | 0.02% | −245−6.1% | Reduced |
| Change Path, LLC | 3,752 | $403.0K | 0.02% | +106+2.9% | Added |
| Wharton Business Group, LLC | 3,774 | $405.0K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,780 | $405.6K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 1,763 | $406.0K | 0.02% | −10,976−86.2% | Reduced |
| First National Corp | 5,364 | $406.0K | 0.14% | +260+5.1% | Added |
| Charter Trust Co | 3,800 | $407.0K | 0.04% | −225−5.6% | Reduced |