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, Q3 2021
Institutional positions in Paychex Inc as of Sep 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
- 1,286
- +63 vs. Q2 2021
- Shares held
- 254.5M
- +1.45M (+0.6%) vs. Q2 2021
- Total value
- $28.6B
- +$1.52B (+5.6%) vs. Q2 2021
- New holders
- 108
- 449 more added
- Sold out
- 45
- 498 more reduced
19 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 334 | $38.0K | 0.00% | +1+0.3% | Added |
| Toth Financial Advisory Corp | 341 | $38.0K | 0.01% | +41+13.7% | Added |
| Norway Savings Bank | 350 | $39.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 351 | $39.0K | 0.01% | +351 | New |
| American State Bank (Iowa) | 350 | $39.4K | 0.03% | 00.0% | Unchanged |
| Castleark Management LLC | 360 | $40.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 354 | $40.0K | 0.02% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 360 | $40.0K | 0.00% | +360 | New |
| Sittner & Nelson, LLC | 373 | $42.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 366 | $45.0K | 0.04% | −60−14.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 407 | $46.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 595 | $47.0K | 0.03% | −195−24.7% | Reduced |
| Tradewinds Capital Management, LLC | 450 | $51.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 465 | $52.0K | 0.02% | −155−25.0% | Reduced |
| Evoke Wealth, LLC | 486 | $54.0K | 0.00% | −20−4.0% | Reduced |
| Goodwin Investment Advisory | 496 | $56.0K | 0.05% | 00.0% | Unchanged |
| Consolidated Planning Corp | 502 | $56.0K | 0.04% | +502 | New |
| Exane Derivatives | 500 | $56.2K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 506 | $57.0K | 0.02% | +65+14.7% | Added |
| Hudock, Inc. | 524 | $58.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 520 | $58.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 508 | $58.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 541 | $61.0K | 0.05% | +541 | New |
| Asset Dedication, LLC | 560 | $63.0K | 0.01% | +126+29.0% | Added |
| Cutler Group LP | 579 | $65.0K | 0.00% | +579 | New |
| Jones Financial Companies LLLP | 585 | $66.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 595 | $67.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 600 | $67.0K | 0.00% | +100+20.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 605 | $68.0K | 0.03% | −40−6.2% | Reduced |
| Lenox Wealth Advisors, LLC | 625 | $70.0K | 0.01% | +8+1.3% | Added |
| Sandy Spring Bank | 644 | $72.0K | 0.00% | −75−10.4% | Reduced |
| Baldwin Brothers Inc | 675 | $76.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 703 | $79.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 698 | $79.0K | 0.00% | +698 | New |
| Glassman Wealth Services | 707 | $80.0K | 0.02% | +26+3.8% | Added |
| Mascoma Wealth Management LLC | 736 | $83.0K | 0.03% | +736 | New |
| Raffa Wealth Management, LLC | 740 | $83.2K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 784 | $88.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 808 | $91.0K | 0.03% | −444−35.5% | Reduced |
| Simon Quick Advisors, LLC | 816 | $91.0K | 0.02% | +261+47.0% | Added |
| Bartlett & Co. LLC | 813 | $91.0K | 0.00% | +618+316.9% | Added |
| PFG Private Wealth Management, LLC | 811 | $91.0K | 0.05% | +811 | New |
| Bartlett & Co. Wealth Management LLC | 813 | $91.4K | 0.00% | +618+316.9% | Added |
| Reilly Financial Advisors, LLC | 816 | $92.0K | 0.01% | +61+8.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 835 | $94.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 849 | $95.0K | 0.06% | +200+30.8% | Added |
| Financial Management Professionals, Inc. | 860 | $97.0K | 0.02% | +14+1.7% | Added |
| Heritage Wealth Advisors | 875 | $98.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 903 | $101.5K | 0.01% | −680−43.0% | Reduced |
| Selective Wealth Management, Inc. | 903 | $102.0K | 0.05% | +225+33.2% | Added |
| Trustcore Financial Services, LLC | 935 | $105.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 937 | $105.0K | 0.01% | +52+5.9% | Added |
| Fieldpoint Private Securities, LLC | 957 | $108.0K | 0.02% | −133−12.2% | Reduced |
| Eagle Bay Advisors LLC | 986 | $110.0K | 0.06% | +485+96.8% | Added |
| Field & Main Bank | 1,000 | $112.0K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $112.0K | 0.03% | +800+400.0% | Added |
| FinTrust Capital Advisors, LLC | 1,005 | $113.0K | 0.03% | −3,233−76.3% | Reduced |
| Creative Financial Designs Inc | 1,050 | $118.0K | 0.02% | −4,664−81.6% | Reduced |
| Berman Capital Advisors, LLC | 1,052 | $118.0K | 0.02% | +165+18.6% | Added |
| Sutton Wealth Advisors Inc. | 1,065 | $119.8K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,089 | $122.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,100 | $124.0K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,112 | $125.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,138 | $128.0K | 0.00% | +423+59.2% | Added |
| Delta Asset Management LLC | 1,166 | $131.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,169 | $131.0K | 0.00% | +116+11.0% | Added |
| Vectors Research Management, LLC | 1,174 | $132.0K | 0.03% | −890−43.1% | Reduced |
| Community Bank, N.A. | 1,175 | $132.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,179 | $133.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,187 | $134.0K | 0.03% | −9−0.8% | Reduced |
| NVWM, LLC | 1,198 | $135.0K | 0.05% | −84−6.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,230 | $138.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,243 | $140.0K | 0.00% | +74+6.3% | Added |
| Central Bank & Trust Co | 1,251 | $141.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,218 | $143.0K | 0.05% | +562+85.7% | Added |
| Parkside Financial Bank & Trust | 1,293 | $145.0K | 0.04% | +25+2.0% | Added |
| Barrett Asset Management, LLC | 1,301 | $146.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,313 | $148.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,345 | $151.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,348 | $151.0K | 0.04% | +3+0.2% | Added |
| Baystate Wealth Management LLC | 1,364 | $153.0K | 0.02% | +4+0.3% | Added |
| Global Retirement Partners, LLC | 1,363 | $153.0K | 0.02% | +140+11.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,393 | $157.0K | 0.03% | +6+0.4% | Added |
| Focused Wealth Management, Inc | 1,406 | $158.0K | 0.03% | +6+0.4% | Added |
| TFC Financial Management | 1,430 | $161.0K | 0.05% | +8+0.6% | Added |
| First Financial Corp | 1,453 | $163.0K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,450 | $163.0K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,163 | $164.0K | 0.19% | +2,163 | New |
| Blume Capital Management, Inc. | 1,471 | $165.0K | 0.06% | −45−3.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,493 | $167.0K | 0.04% | +1,493 | New |
| Leelyn Smith, LLC | 1,522 | $171.0K | 0.05% | −379−19.9% | Reduced |
| Old Second National Bank of Aurora | 1,536 | $173.0K | 0.05% | −7−0.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,543 | $174.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 1,573 | $177.0K | 0.01% | +45+2.9% | Added |
| Ibex Wealth Advisors | 1,574 | $177.0K | 0.03% | +1,574 | New |
| Bedel Financial Consulting, Inc. | 1,590 | $179.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,590 | $179.0K | 0.04% | +500+45.9% | Added |
| Agf Investments Inc. | 1,600 | $180.0K | 0.00% | +1,600 | New |
| Carroll Financial Associates, Inc. | 1,615 | $181.0K | 0.01% | +3+0.2% | Added |
| AdvisorNet Financial, Inc | 1,655 | $186.0K | 0.01% | −5,162−75.7% | Reduced |