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 |
|---|---|---|---|---|---|
| Crescent Capital Consulting, LLC | 3,481 | $390.0K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,477 | $391.0K | 0.02% | +3,477 | New |
| South State Corp. | 3,499 | $394.0K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 3,500 | $394.0K | 0.13% | +29+0.8% | Added |
| Charter Trust Co | 3,530 | $396.0K | 0.04% | −270−7.1% | Reduced |
| Principal Street Partners, LLC | 3,523 | $396.0K | 0.11% | +80+2.3% | Added |
| Gamble Jones Investment Counsel | 3,526 | $397.0K | 0.03% | −1,834−34.2% | Reduced |
| Associated Banc-Corp | 3,536 | $398.0K | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,552 | $399.0K | 0.07% | −95−2.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,570 | $401.0K | 0.03% | +370+11.6% | Added |
| Fisher Asset Management, LLC | 3,576 | $402.0K | 0.00% | +1,126+46.0% | Added |
| Smithbridge Asset Management Inc | 3,600 | $405.0K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,598 | $405.0K | 0.04% | +181+5.3% | Added |
| Conning Inc. | 3,627 | $408.0K | 0.01% | −410,417−99.1% | Reduced |
| IFP Advisors, Inc | 3,651 | $408.0K | 0.01% | −157−4.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,628 | $408.0K | 0.02% | −35−1.0% | Reduced |
| Opus Capital Group, LLC | 3,664 | $412.0K | 0.09% | −2,781−43.1% | Reduced |
| EPG Wealth Management LLC | 3,661 | $412.0K | 0.17% | +208+6.0% | Added |
| Capital One Financial Corp | 3,673 | $413.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 3,700 | $416.0K | 0.02% | +1,937+109.9% | Added |
| New England Asset Management Inc | 3,709 | $417.0K | 0.01% | +2,269+157.6% | Added |
| Penobscot Investment Management Company, Inc. | 3,730 | $419.0K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,735 | $420.0K | 0.06% | +904+31.9% | Added |
| Investment Partners, Ltd. | 3,743 | $421.0K | 0.19% | +15+0.4% | Added |
| Physicians Financial Services, Inc. | 3,752 | $422.0K | 0.17% | −98−2.5% | Reduced |
| Duncker Streett & Co Inc | 3,758 | $423.0K | 0.08% | −289−7.1% | Reduced |
| Covenant Multifamily Offices, LLC | 3,635 | $425.0K | 0.08% | +54+1.5% | Added |
| Summit Wealth Partners, LLC | 3,786 | $425.7K | 0.10% | +6+0.2% | Added |
| Tectonic Advisors LLC | 3,787 | $426.0K | 0.08% | +972+34.5% | Added |
| TRUE Private Wealth Advisors | 3,802 | $427.0K | 0.06% | −105−2.7% | Reduced |
| Toews Corp | 3,800 | $427.0K | 0.05% | +3,800 | New |
| Spirit of America Management Corp | 3,850 | $433.0K | 0.09% | 00.0% | Unchanged |
| Dohj, LLC | 3,537 | $436.0K | 0.21% | −119−3.3% | Reduced |
| Clean Yield Group | 3,883 | $437.0K | 0.15% | 00.0% | Unchanged |
| Security National Trust Co | 4,100 | $440.0K | 0.10% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 3,952 | $444.0K | 0.11% | −195−4.7% | Reduced |
| Investment Management of Virginia LLC | 3,960 | $445.0K | 0.09% | −75−1.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,978 | $447.0K | 0.04% | +400+11.2% | Added |
| Nations Financial Group Inc, | 3,970 | $447.0K | 0.07% | +3,970 | New |
| Wealthsource Partners, LLC | 4,004 | $450.0K | 0.04% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,000 | $450.0K | 0.01% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,000 | $450.0K | 0.03% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $450.0K | 0.33% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,018 | $452.0K | 0.07% | +223+5.9% | Added |
| Rehmann Capital Advisory Group | 4,070 | $452.6K | 0.04% | −284−6.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,028 | $453.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,035 | $453.7K | 0.26% | −428,921−99.1% | Reduced |
| Bridges Investment Management Inc | 4,060 | $456.0K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 4,051 | $456.0K | 0.07% | +1,140+39.2% | Added |
| ProVise Management Group, LLC | 4,063 | $457.0K | 0.05% | −27−0.7% | Reduced |
| Lido Advisors, LLC | 4,071 | $457.0K | 0.01% | +4,071 | New |
| Relyea Zuckerberg Hanson LLC | 4,084 | $459.0K | 0.18% | +98+2.5% | Added |
| HM Payson & Co | 4,103 | $461.0K | 0.01% | −300−6.8% | Reduced |
| Employees Retirement System of Texas | 4,100 | $461.0K | 0.01% | +4,100 | New |
| J.W. Cole Advisors, Inc. | 4,104 | $462.0K | 0.03% | +159+4.0% | Added |
| Ausdal Financial Partners, Inc. | 4,124 | $464.0K | 0.07% | −21−0.5% | Reduced |
| Greenleaf Trust | 4,137 | $465.0K | 0.01% | +58+1.4% | Added |
| Legacy Financial Advisors, Inc. | 4,146 | $466.0K | 0.11% | +94+2.3% | Added |
| Capital Investment Advisory Services, LLC | 4,159 | $468.0K | 0.06% | −1,952−31.9% | Reduced |
| Mission Wealth Management, LP | 4,167 | $469.0K | 0.02% | +198+5.0% | Added |
| Calton & Associates, Inc. | 4,201 | $472.0K | 0.10% | −507−10.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,200 | $472.0K | 0.01% | −194−4.4% | Reduced |
| Berkshire Asset Management LLC | 4,201 | $472.0K | 0.03% | −131−3.0% | Reduced |
| Professional Advisory Services Inc | 4,205 | $473.0K | 0.07% | +95+2.3% | Added |
| Court Place Advisors, LLC | 4,221 | $475.0K | 0.14% | −427−9.2% | Reduced |
| Truadvice, LLC | 3,869 | $477.0K | 0.44% | −232−5.7% | Reduced |
| Berkeley, Inc | 4,247 | $477.6K | 0.35% | +6+0.1% | Added |
| Vontobel Holding Ltd. | 4,248 | $478.0K | 0.00% | +717+20.3% | Added |
| Segment Wealth Management, LLC | 4,261 | $479.0K | 0.06% | 00.0% | Unchanged |
| TFG Advisers LLC | 4,265 | $480.0K | 0.23% | +16+0.4% | Added |
| Belpointe Asset Management LLC | 4,348 | $489.0K | 0.03% | +1,623+59.6% | Added |
| Meeder Asset Management Inc | 4,367 | $491.0K | 0.03% | +493+12.7% | Added |
| Kanawha Capital Management LLC | 4,403 | $495.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,457 | $498.0K | 0.09% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,477 | $503.0K | 0.09% | −183−3.9% | Reduced |
| Pinnacle Bancorp, Inc. | 4,480 | $504.0K | 0.20% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,500 | $506.0K | 0.41% | −375−7.7% | Reduced |
| Biltmore Family Office, LLC | 4,507 | $507.0K | 0.12% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 4,535 | $510.0K | 0.05% | +4,535 | New |
| Checchi Capital Advisers, LLC | 4,565 | $513.0K | 0.06% | −442−8.8% | Reduced |
| Benjamin Edwards Inc | 4,565 | $513.0K | 0.31% | +346+8.2% | Added |
| Kore Private Wealth LLC | 4,576 | $515.0K | 0.05% | +231+5.3% | Added |
| Quilter Plc | 4,600 | $517.0K | 0.01% | −770−14.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,610 | $518.0K | 0.04% | +710+18.2% | Added |
| Twin Tree Management, LP | 4,628 | $520.0K | 0.02% | +2,501+117.6% | Added |
| Choate Investment Advisors | 4,631 | $521.0K | 0.03% | −115−2.4% | Reduced |
| Riverview Trust Co | 4,648 | $523.0K | 0.55% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,671 | $525.0K | 0.11% | +652+16.2% | Added |
| Savant Capital, LLC | 4,682 | $526.0K | 0.02% | +4,682 | New |
| Peapack Gladstone Financial Corp | 4,689 | $527.0K | 0.01% | −542−10.4% | Reduced |
| GeoWealth Management, LLC | 4,690 | $527.0K | 0.04% | −76−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 4,690 | $527.0K | 0.27% | 00.0% | Unchanged |
| MAI Capital Management | 4,706 | $529.0K | 0.01% | −65−1.4% | Reduced |
| Buckhead Capital Management LLC | 4,702 | $529.0K | 0.12% | +15+0.3% | Added |
| Clearstead Advisors, LLC | 4,700 | $529.0K | 0.04% | +724+18.2% | Added |
| Tocqueville Asset Management L.P. | 4,728 | $532.0K | 0.01% | +334+7.6% | Added |
| Los Angeles Capital Management LLC | 4,753 | $534.0K | 0.00% | −11,976−71.6% | Reduced |
| Carderock Capital Management Inc | 4,748 | $534.0K | 0.15% | −837−15.0% | Reduced |
| Bender Robert & Associates | 4,810 | $541.0K | 0.15% | −60−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 4,831 | $543.0K | 0.01% | +245+5.3% | Added |