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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,132 | $1.47M | 0.63% | −75−0.6% | Reduced |
| Bollard Group LLC | 13,713 | $1.47M | 0.05% | +68+0.5% | Added |
| M&G Investment Management Ltd | 13,763 | $1.47M | 0.01% | −41−0.3% | Reduced |
| GSB Wealth Management, LLC | 13,725 | $1.47M | 0.46% | 00.0% | Unchanged |
| Advisor Partners LLC | 13,785 | $1.48M | 0.10% | +529+4.0% | Added |
| American Portfolios Advisors | 13,896 | $1.49M | 0.06% | +204+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 13,975 | $1.50M | 0.06% | −54−0.4% | Reduced |
| Ethic Inc. | 13,987 | $1.50M | 0.18% | +4,429+46.3% | Added |
| Value Holdings Management Co. LLC | 14,000 | $1.50M | 0.34% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 14,098 | $1.51M | 0.22% | 00.0% | Unchanged |
| Pacitti Group Inc. | 14,124 | $1.51M | 0.91% | +740+5.5% | Added |
| United Asset Strategies, Inc. | 14,132 | $1.52M | 0.20% | +56+0.4% | Added |
| Csenge Advisory Group | 13,998 | $1.52M | 0.13% | +6,179+79.0% | Added |
| Aureus Asset Management, LLC | 14,210 | $1.52M | 0.10% | −910−6.0% | Reduced |
| Anchor Investment Management, LLC | 14,286 | $1.53M | 0.21% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 14,357 | $1.54M | 0.25% | +341+2.4% | Added |
| IVC Wealth Advisors LLC | 14,391 | $1.54M | 1.09% | +87+0.6% | Added |
| Davenport & Co LLC | 14,428 | $1.55M | 0.01% | +43+0.3% | Added |
| National Asset Management, Inc. | 14,479 | $1.55M | 0.05% | −4,441−23.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,565 | $1.56M | 0.03% | +14+0.1% | Added |
| Lee Financial Co | 14,579 | $1.56M | 0.33% | −455−3.0% | Reduced |
| Johnson Financial Group, Inc. | 14,832 | $1.59M | 0.10% | −1,918−11.5% | Reduced |
| Wetherby Asset Management Inc | 14,956 | $1.60M | 0.10% | +153+1.0% | Added |
| Thomas Story & Son LLC | 14,995 | $1.61M | 0.60% | 00.0% | Unchanged |
| Exeter Financial, LLC | 14,846 | $1.61M | 0.94% | +785+5.6% | Added |
| Members Capital Advisors Inc | 15,252 | $1.64M | 1.01% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 15,605 | $1.67M | 0.16% | −125−0.8% | Reduced |
| Capital Analysts, LLC | 15,871 | $1.70M | 0.11% | −350−2.2% | Reduced |
| Wedbush Securities Inc | 15,972 | $1.71M | 0.08% | +2,035+14.6% | Added |
| Oppenheimer Asset Management Inc. | 16,071 | $1.73M | 0.02% | +805+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,111 | $1.73M | 0.09% | −4,795−22.9% | Reduced |
| Middleton & Co Inc | 16,117 | $1.73M | 0.19% | −75−0.5% | Reduced |
| Mercer Global Advisors Inc | 16,394 | $1.76M | 0.01% | +4,595+38.9% | Added |
| Kings Point Capital Management | 16,405 | $1.76M | 0.16% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 16,555 | $1.78M | 0.28% | +50+0.3% | Added |
| HawsGoodwin Investment Management LLC | 16,589 | $1.78M | 0.55% | −440−2.6% | Reduced |
| Capital International Sarl | 16,593 | $1.78M | 0.15% | +6,102+58.2% | Added |
| Birch Capital Management, LLC | 16,642 | $1.79M | 1.21% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 16,696 | $1.79M | 0.02% | −10,334−38.2% | Reduced |
| LVW Advisors, LLC | 16,702 | $1.79M | 0.32% | +40.0% | Added |
| Los Angeles Capital Management LLC | 16,729 | $1.79M | 0.01% | −189,397−91.9% | Reduced |
| Palisade Asset Management, LLC | 16,800 | $1.80M | 0.21% | 00.0% | Unchanged |
| Stonnington Group, LLC | 16,363 | $1.80M | 0.40% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,920 | $1.81M | 0.13% | +584+3.6% | Added |
| Stock Yards Bank & Trust Co | 16,921 | $1.82M | 0.12% | −3,600−17.5% | Reduced |
| Torray LLC | 17,137 | $1.84M | 0.27% | −148−0.9% | Reduced |
| Ossiam | 16,208 | $1.84M | 0.05% | +755+4.9% | Added |
| Fayez Sarofim & Co | 17,304 | $1.86M | 0.01% | +12,958+298.2% | Added |
| Alps Advisors Inc | 17,414 | $1.87M | 0.02% | −724−4.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,777 | $1.91M | 0.04% | +152+0.9% | Added |
| Sigma Planning Corp | 17,773 | $1.91M | 0.06% | +152+0.9% | Added |
| Salem Capital Management Inc | 17,854 | $1.92M | 1.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 17,882 | $1.92M | 0.09% | −504−2.7% | Reduced |
| Griffin Asset Management, Inc. | 17,936 | $1.93M | 0.23% | −30−0.2% | Reduced |
| Bessemer Group Inc | 18,024 | $1.93M | 0.00% | −1,172−6.1% | Reduced |
| Fort, L.P. | 18,112 | $1.94M | 0.56% | −1,766−8.9% | Reduced |
| Avantax Advisory Services, Inc. | 18,097 | $1.94M | 0.04% | +1,001+5.9% | Added |
| Varma Mutual Pension Insurance Co | 18,160 | $1.95M | 0.03% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 18,162 | $1.95M | 0.86% | +22+0.1% | Added |
| Ironwood Investment Counsel, LLC | 18,193 | $1.95M | 0.52% | +323+1.8% | Added |
| Panagora Asset Management Inc | 18,351 | $1.97M | 0.01% | +4,379+31.3% | Added |
| TD Private Client Wealth LLC | 18,484 | $1.98M | 0.08% | +604+3.4% | Added |
| Kentucky Retirement Systems | 18,676 | $2.00M | 0.09% | −359−1.9% | Reduced |
| Access Financial Services, Inc. | 18,880 | $2.03M | 0.94% | +306+1.6% | Added |
| Ellsworth Advisors, LLC | 18,917 | $2.03M | 0.99% | +2,930+18.3% | Added |
| Cetera Advisors LLC | 18,986 | $2.04M | 0.05% | +5,346+39.2% | Added |
| O'Shares Investment Advisers, LLC | 19,011 | $2.04M | 0.14% | +464+2.5% | Added |
| Appleton Partners Inc | 19,020 | $2.04M | 0.17% | −205−1.1% | Reduced |
| Mastrapasqua Asset Management Inc | 19,083 | $2.05M | 0.22% | +1,635+9.4% | Added |
| Wealthfront Advisers LLC | 19,291 | $2.07M | 0.01% | +5,056+35.5% | Added |
| Hohimer Wealth Management, LLC | 19,300 | $2.07M | 0.42% | +1,547+8.7% | Added |
| Simmons Bank | 19,356 | $2.08M | 0.15% | −133−0.7% | Reduced |
| Texas Yale Capital Corp. | 19,514 | $2.09M | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,690 | $2.11M | 0.04% | −1,764−8.2% | Reduced |
| Capital Investment Counsel, Inc | 19,820 | $2.13M | 0.47% | +900+4.8% | Added |
| Burney Co | 19,872 | $2.13M | 0.10% | −1,114−5.3% | Reduced |
| Sandhill Capital Partners LLC | 19,879 | $2.13M | 0.17% | +2,157+12.2% | Added |
| Washington Trust Co | 19,952 | $2.14M | 0.06% | −1,310−6.2% | Reduced |
| Mercer Capital Advisers, Inc. | 20,022 | $2.15M | 1.07% | −97−0.5% | Reduced |
| First City Capital Management, Inc. | 18,507 | $2.16M | 1.18% | −275−1.5% | Reduced |
| Lantz Financial LLC | 20,449 | $2.19M | 1.13% | −196−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,465 | $2.19M | 0.04% | +1,905+10.3% | Added |
| Arrow Financial Corp | 20,521 | $2.20M | 0.28% | −239−1.2% | Reduced |
| Albert D Mason Inc | 20,532 | $2.20M | 1.35% | −461−2.2% | Reduced |
| Zevenbergen Capital Investments LLC | 20,570 | $2.21M | 0.04% | +575+2.9% | Added |
| Wealthcare Advisory Partners LLC | 20,615 | $2.21M | 0.15% | +80.0% | Added |
| Candriam Luxembourg S.C.A. | 20,754 | $2.23M | 0.02% | −962−4.4% | Reduced |
| First National Trust Co | 20,947 | $2.25M | 0.14% | −833−3.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 20,959 | $2.25M | 0.66% | +83+0.4% | Added |
| Whittier Trust Co | 21,057 | $2.26M | 0.04% | +700+3.4% | Added |
| First Horizon Corp | 21,163 | $2.27M | 0.20% | +401+1.9% | Added |
| Horizon Investments, LLC | 21,300 | $2.27M | 0.07% | +19,151+891.2% | Added |
| Marshall Wace, LLP | 21,286 | $2.28M | 0.01% | −17,879−45.7% | Reduced |
| Jane Street Group, LLC | 21,377 | $2.29M | 0.01% | +6,439+43.1% | Added |
| New Mexico Educational Retirement Board | 21,448 | $2.30M | 0.08% | +1,300+6.5% | Added |
| Paradigm Financial Partners, LLC | 21,515 | $2.31M | 0.58% | −1,780−7.6% | Reduced |
| Strategic Global Advisors, LLC | 21,582 | $2.32M | 0.42% | −4,476−17.2% | Reduced |
| Robinson Value Management, Ltd. | 21,678 | $2.33M | 1.89% | −624−2.8% | Reduced |
| Hall Capital Management Co Inc | 21,676 | $2.33M | 1.50% | +21,676 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22,005 | $2.36M | 0.45% | 00.0% | Unchanged |