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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 5,382 | $577.0K | 0.02% | +1,013+23.2% | Added |
| Norris Perne & French LLP | 5,455 | $585.0K | 0.05% | 00.0% | Unchanged |
| Navalign, LLC | 5,461 | $586.0K | 0.25% | −751−12.1% | Reduced |
| Charter Research & Investment Group, Inc. | 5,500 | $590.0K | 0.49% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,494 | $590.0K | 0.03% | +900+19.6% | Added |
| First PREMIER Bank | 5,513 | $591.0K | 0.17% | −140−2.5% | Reduced |
| Ieq Capital, LLC | 5,558 | $596.0K | 0.02% | +2,614+88.8% | Added |
| Successful Portfolios LLC | 5,564 | $597.0K | 0.36% | +273+5.2% | Added |
| Fiduciary Group LLC | 5,229 | $597.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,575 | $598.0K | 0.10% | −300−5.1% | Reduced |
| Salvus Wealth Management, LLC | 5,512 | $598.0K | 0.50% | +662+13.6% | Added |
| Carderock Capital Management Inc | 5,585 | $599.0K | 0.16% | −350−5.9% | Reduced |
| Wimmer Associates 1, LLC | 5,584 | $599.0K | 0.35% | −35−0.6% | Reduced |
| CRA Financial Services, LLC | 5,636 | $605.0K | 0.21% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,651 | $606.0K | 0.49% | −94−1.6% | Reduced |
| Tributary Capital Management, LLC | 5,678 | $609.0K | 0.05% | −8,472−59.9% | Reduced |
| Seelaus Asset Management LLC | 5,710 | $613.0K | 0.36% | −100−1.7% | Reduced |
| Creative Financial Designs Inc | 5,714 | $613.0K | 0.11% | +816+16.7% | Added |
| Patton Albertson Miller Group, LLC | 5,735 | $615.0K | 0.14% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,777 | $620.0K | 0.03% | −421−6.8% | Reduced |
| Wellington Management Group LLP | 5,822 | $625.0K | 0.00% | −13,414−69.7% | Reduced |
| Beaumont Financial Partners, LLC | 5,837 | $626.0K | 0.05% | +10.0% | Added |
| Eqis Capital Management, Inc. | 5,871 | $630.0K | 0.05% | +100+1.7% | Added |
| Independence Bank of Kentucky | 5,880 | $631.0K | 0.28% | −1,065−15.3% | Reduced |
| Penn Davis McFarland Inc | 5,881 | $631.0K | 0.11% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 6,004 | $644.0K | 0.03% | −264−4.2% | Reduced |
| Rockland Trust Co | 6,004 | $644.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,998 | $644.0K | 0.05% | +441+7.9% | Added |
| Montag A & Associates Inc | 6,045 | $649.0K | 0.03% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 6,056 | $650.0K | 0.03% | −14−0.2% | Reduced |
| Signaturefd, LLC | 6,065 | $651.0K | 0.03% | +360+6.3% | Added |
| Seneca Financial Advisors LLC | 6,080 | $652.4K | 0.43% | +178+3.0% | Added |
| Martin Capital Partners, LLC | 6,108 | $655.0K | 0.33% | +142+2.4% | Added |
| Capital Investment Advisory Services, LLC | 6,111 | $656.0K | 0.08% | −1,432−19.0% | Reduced |
| ETF Managers Group, LLC | 6,129 | $659.0K | 0.01% | +752+14.0% | Added |
| San Francisco Sentry Investment Group (Ca) | 6,255 | $671.0K | 0.35% | +172+2.8% | Added |
| SFMG, LLC | 6,284 | $674.0K | 0.07% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 6,324 | $679.0K | 0.02% | +68+1.1% | Added |
| Hurlow Wealth Management Group, Inc. | 6,387 | $685.0K | 0.45% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,398 | $687.0K | 0.04% | 00.0% | Unchanged |
| Connolly Sarah T. | 6,411 | $688.0K | 0.56% | +375+6.2% | Added |
| Opus Capital Group, LLC | 6,445 | $692.0K | 0.16% | −597−8.5% | Reduced |
| Ifrah Financial Services, Inc. | 6,461 | $693.0K | 0.20% | +1,062+19.7% | Added |
| Stevens Capital Management LP | 6,469 | $694.0K | 0.20% | +6,469 | New |
| FourThought Financial, LLC | 6,492 | $696.0K | 0.09% | −581−8.2% | Reduced |
| Coastal Investment Advisors, Inc. | 6,484 | $696.0K | 0.17% | −281−4.2% | Reduced |
| Boenning & Scattergood, Inc. | 6,490 | $696.0K | 0.12% | +10+0.2% | Added |
| Bangor Savings Bank | 6,484 | $696.0K | 0.08% | +570+9.6% | Added |
| Patten & Patten Inc | 6,536 | $701.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,531 | $701.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,622 | $710.0K | 0.09% | +1,520+29.8% | Added |
| Beacon Financial Advisory LLC | 6,622 | $711.0K | 0.38% | −498−7.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,652 | $714.0K | 0.27% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,708 | $720.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6,817 | $731.0K | 0.05% | −8,214−54.6% | Reduced |
| Aevitas Wealth Management, Inc. | 6,809 | $731.0K | 0.47% | +9+0.1% | Added |
| Lincoln National Corp | 6,911 | $741.0K | 0.02% | −1,187−14.7% | Reduced |
| Sara-Bay Financial | 6,939 | $743.0K | 0.29% | +73+1.1% | Added |
| Guyasuta Investment Advisors Inc | 6,935 | $744.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,417 | $749.0K | 0.18% | +187+3.0% | Added |
| McDonald Partners LLC | 6,986 | $750.0K | 0.18% | +29+0.4% | Added |
| Farmers & Merchants Investments Inc | 7,022 | $753.0K | 0.03% | +48+0.7% | Added |
| Guinness Atkinson Asset Management Inc | 7,019 | $753.0K | 0.33% | +402+6.1% | Added |
| HighPoint Advisor Group LLC | 7,051 | $757.0K | 0.08% | +1,548+28.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,063 | $757.9K | 0.12% | +629+9.8% | Added |
| Toroso Investments, LLC | 7,245 | $777.0K | 0.03% | +3,112+75.3% | Added |
| Park National Corp | 7,250 | $778.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,248 | $778.0K | 0.05% | 00.0% | Unchanged |
| Range Financial Group LLC | 7,264 | $779.0K | 0.58% | +4+0.1% | Added |
| Stratos Wealth Advisors, LLC | 7,274 | $781.0K | 0.07% | +645+9.7% | Added |
| Motive Wealth Advisors | 7,292 | $782.0K | 0.56% | +7,292 | New |
| High Falls Advisors, Inc | 7,311 | $785.0K | 0.21% | +10+0.1% | Added |
| Engineers Gate Manager LP | 7,370 | $791.0K | 0.05% | +4,500+156.8% | Added |
| Pacific Global Investment Management CO | 7,384 | $792.0K | 0.16% | 00.0% | Unchanged |
| First Quadrant L P | 7,378 | $792.0K | 0.09% | 00.0% | Unchanged |
| Woodstock Corp | 7,398 | $794.0K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,398 | $794.0K | 0.01% | +7,398 | New |
| Columbia Asset Management | 26,407 | $799.0K | 0.18% | +23,597+839.8% | Added |
| Transform Wealth, LLC | 7,476 | $802.0K | 0.10% | +834+12.6% | Added |
| Alphasimplex Group, LLC | 7,571 | $812.0K | 0.41% | −2,511−24.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 7,607 | $816.0K | 0.43% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 7,618 | $817.0K | 0.16% | −83−1.1% | Reduced |
| Haverford Trust Co | 7,627 | $818.0K | 0.01% | +3,310+76.7% | Added |
| Granite Investment Partners, LLC | 7,648 | $821.0K | 0.03% | −500−6.1% | Reduced |
| Moors & Cabot, Inc. | 7,687 | $825.0K | 0.06% | +177+2.4% | Added |
| Cipher Capital LP | 7,744 | $831.0K | 0.46% | −58,786−88.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,748 | $831.0K | 0.03% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,755 | $832.0K | 0.25% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,794 | $836.0K | 0.03% | +971+14.2% | Added |
| World Asset Management Inc | 7,811 | $838.0K | 0.08% | −318−3.9% | Reduced |
| Hilltop Holdings Inc. | 7,894 | $847.0K | 0.10% | +744+10.4% | Added |
| RFG Advisory, LLC | 7,996 | $858.0K | 0.08% | +5+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 7,550 | $863.0K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 8,102 | $869.0K | 0.08% | +304+3.9% | Added |
| STRS Ohio | 8,221 | $882.0K | 0.00% | −640−7.2% | Reduced |
| SeaCrest Wealth Management, LLC | 8,281 | $889.0K | 0.11% | +3,740+82.4% | Added |
| Close Asset Management Ltd | 8,300 | $890.0K | 0.04% | −300−3.5% | Reduced |
| Trustmark National Bank Trust Department | 8,308 | $891.0K | 0.07% | −625−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,347 | $896.0K | 0.10% | −366−4.2% | Reduced |
| Chicago Partners Investment Group LLC | 8,023 | $904.0K | 0.07% | +109+1.4% | Added |