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 |
|---|---|---|---|---|---|
| O'Brien Wealth Partners LLC | 1,647 | $192.0K | 0.07% | +1,647 | New |
| First National Bank of South Miami | 1,733 | $195.0K | 0.13% | +43+2.5% | Added |
| Spire Wealth Management | 1,744 | $196.0K | 0.01% | −162−8.5% | Reduced |
| Valley National Advisers Inc | 1,754 | $197.0K | 0.04% | −79−4.3% | Reduced |
| Cowen Prime Advisors LLC | 1,800 | $202.0K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,800 | $202.4K | 0.02% | −100−5.3% | Reduced |
| SNS Financial Group, LLC | 1,806 | $203.0K | 0.03% | +1,806 | New |
| Regent Peak Wealth Advisors LLC | 1,836 | $206.0K | 0.06% | +8+0.4% | Added |
| Resource Planning Group | 1,851 | $208.0K | 0.13% | −162−8.0% | Reduced |
| S&CO Inc | 1,855 | $208.0K | 0.02% | +1,855 | New |
| Tiemann Investment Advisors, LLC | 1,850 | $208.0K | 0.10% | +1,850 | New |
| Clark Capital Management Group, Inc. | 1,877 | $211.0K | 0.00% | +1,877 | New |
| Ategra Capital Management, LLC | 1,886 | $212.1K | 0.11% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,896 | $213.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,895 | $213.0K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,894 | $213.0K | 0.03% | +1,894 | New |
| DuPont Capital Management Corp | 1,903 | $214.0K | 0.01% | −2,927−60.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,758 | $214.0K | 0.03% | +1,758 | New |
| Affiance Financial, LLC | 1,912 | $215.0K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,909 | $215.0K | 0.11% | +1,909 | New |
| Financial Engines Advisors L.L.C. | 1,923 | $216.0K | 0.00% | +1,923 | New |
| Focus Financial Network, Inc. | 1,925 | $216.5K | 0.03% | +1,925 | New |
| Seven Springs Wealth Group, LLC | 1,929 | $217.0K | 0.11% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,935 | $218.0K | 0.01% | −1,000−34.1% | Reduced |
| Brookstone Capital Management | 1,860 | $218.0K | 0.00% | −676−26.7% | Reduced |
| Titus Wealth Management | 1,940 | $218.0K | 0.11% | +1,940 | New |
| International Assets Investment Management, LLC | 1,939 | $218.0K | 0.04% | +1,939 | New |
| Arete Wealth Advisors, LLC | 1,947 | $219.0K | 0.02% | −199−9.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,949 | $219.0K | 0.07% | +1,949 | New |
| SignalPoint Asset Management, LLC | 1,965 | $221.0K | 0.07% | −183−8.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,966 | $221.0K | 0.08% | 00.0% | Unchanged |
| Graypoint LLC | 1,983 | $223.0K | 0.03% | −351−15.0% | Reduced |
| Clear Creek Financial Management, LLC | 1,981 | $223.0K | 0.04% | −39−1.9% | Reduced |
| Glen Eagle Advisors, LLC | 1,987 | $223.4K | 0.06% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 2,000 | $224.0K | 0.03% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,000 | $225.0K | 0.14% | −1,000−33.3% | Reduced |
| Vivaldi Capital Management, LLC | 2,000 | $225.0K | 0.05% | 00.0% | Unchanged |
| Searle & Co. | 2,000 | $225.0K | 0.09% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,000 | $225.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $225.0K | 0.07% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,000 | $225.0K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $225.0K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $225.0K | 0.13% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 2,000 | $225.0K | 0.64% | +2,000 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,000 | $225.0K | 0.08% | +2,000 | New |
| Arden Trust Co | 2,034 | $229.0K | 0.04% | −675−24.9% | Reduced |
| Aries Wealth Management | 2,039 | $229.0K | 0.10% | 00.0% | Unchanged |
| Lincoln Capital Corp | 2,036 | $229.0K | 0.12% | +116+6.0% | Added |
| Comgest Global Investors S.A.S. | 2,042 | $230.0K | 0.00% | −35,200−94.5% | Reduced |
| Bank Ozk | 2,044 | $230.0K | 0.10% | −1,075−34.5% | Reduced |
| Childress Capital Advisors, LLC | 2,046 | $230.0K | 0.09% | +2,046 | New |
| Essex Financial Services, Inc. | 2,055 | $231.0K | 0.03% | −388−15.9% | Reduced |
| Wilkinson Global Asset Management LLC | 2,052 | $231.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 2,063 | $232.0K | 0.01% | +97+4.9% | Added |
| Morris Retirement Advisors, LLC | 2,077 | $234.0K | 0.20% | +154+8.0% | Added |
| RDA Financial Network | 2,087 | $235.0K | 0.10% | −13−0.6% | Reduced |
| Ritholtz Wealth Management | 2,094 | $235.0K | 0.02% | +2,094 | New |
| Nwam LLC | 2,098 | $236.0K | 0.02% | −94−4.3% | Reduced |
| Cahaba Wealth Management, Inc. | 2,103 | $236.0K | 0.03% | +2,103 | New |
| Silvant Capital Management LLC | 2,108 | $237.0K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,144 | $241.0K | 0.11% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,089 | $241.0K | 0.12% | +10.0% | Added |
| Equitable Holdings, Inc. | 2,151 | $242.0K | 0.00% | +79+3.8% | Added |
| B. Riley Wealth Management, Inc. | 2,183 | $245.0K | 0.02% | +2,183 | New |
| Jacobi Capital Management LLC | 2,184 | $246.0K | 0.03% | −19−0.9% | Reduced |
| Aspen Investment Management Inc | 2,190 | $246.0K | 0.13% | +300+15.9% | Added |
| Almanack Investment Partners, LLC. | 2,195 | $247.0K | 0.02% | −41−1.8% | Reduced |
| Harbour Investments, Inc. | 2,196 | $247.0K | 0.01% | +44+2.0% | Added |
| Cabot Wealth Management Inc | 2,214 | $249.0K | 0.03% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 2,295 | $249.0K | 0.00% | +2,231+3,485.9% | Added |
| Meristem Family Wealth, LLC | 2,212 | $249.0K | 0.02% | +2,212 | New |
| Americana Partners, LLC | 2,228 | $250.0K | 0.06% | +2,228 | New |
| Investors Financial Group, LLC | 2,231 | $251.0K | 0.13% | −277−11.0% | Reduced |
| Axiom Financial Strategies, LLC | 2,232 | $251.0K | 0.12% | −16−0.7% | Reduced |
| Accretive Wealth Partners, LLC | 2,239 | $252.0K | 0.18% | −78−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,251 | $253.0K | 0.02% | +272+13.7% | Added |
| Washington Trust Bank | 2,254 | $253.0K | 0.03% | +2,254 | New |
| CAPROCK Group, Inc. | 2,258 | $254.0K | 0.02% | +2,258 | New |
| Teza Capital Management LLC | 2,256 | $254.0K | 0.12% | +2,256 | New |
| Cherry Creek Investment Advisors, Inc. | 2,271 | $255.0K | 0.17% | +13+0.6% | Added |
| TCG Advisory Services, LLC | 2,277 | $256.0K | 0.07% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 2,294 | $258.0K | 0.10% | +1,792+357.0% | Added |
| San Luis Wealth Advisors LLC | 2,299 | $259.0K | 0.14% | +2,299 | New |
| Clear Perspective Advisors, LLC | 2,323 | $261.0K | 0.09% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 2,332 | $262.0K | 0.09% | −25,556−91.6% | Reduced |
| Spinnaker Trust | 2,327 | $262.0K | 0.02% | +277+13.5% | Added |
| Aufman Associates Inc | 2,350 | $264.0K | 0.22% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,352 | $264.0K | 0.01% | +2,352 | New |
| Acadian Asset Management LLC | 2,356 | $264.0K | 0.00% | +2,356 | New |
| Schwartz Investment Counsel Inc | 2,358 | $265.0K | 0.01% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,359 | $265.0K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,353 | $265.0K | 0.06% | +43+1.9% | Added |
| 55I, LLC | 2,364 | $266.0K | 0.01% | +15+0.6% | Added |
| Exencial Wealth Advisors, LLC | 2,373 | $267.0K | 0.01% | −444−15.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,374 | $267.0K | 0.26% | −123−4.9% | Reduced |
| Pettee Investors, Inc. | 2,375 | $267.0K | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 2,376 | $267.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,392 | $269.0K | 0.02% | −2,229−48.2% | Reduced |
| Brown Advisory Securities, LLC | 2,400 | $270.0K | 0.08% | −36−1.5% | Reduced |
| Sunflower Bank, N.A. | 2,436 | $274.0K | 0.04% | +242+11.0% | Added |