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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 11,222 | $1.26M | 0.02% | +11+0.1% | Added |
| Human Investing LLC | 11,242 | $1.26M | 0.30% | −198−1.7% | Reduced |
| East Coast Asset Management, LLC. | 11,319 | $1.27M | 0.30% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 11,408 | $1.28M | 0.15% | −92−0.8% | Reduced |
| Aspiriant, LLC | 11,563 | $1.30M | 0.08% | −259−2.2% | Reduced |
| Fiduciary Trust Co | 11,587 | $1.30M | 0.02% | +57+0.5% | Added |
| Midwest Professional Planners, LTD. | 11,706 | $1.32M | 0.70% | −101−0.9% | Reduced |
| Wright Investors Service Inc | 11,742 | $1.32M | 0.38% | +741+6.7% | Added |
| Flputnam Investment Management Co | 11,784 | $1.32M | 0.04% | −315−2.6% | Reduced |
| Independent Advisor Alliance | 11,839 | $1.33M | 0.07% | +1,709+16.9% | Added |
| Ieq Capital, LLC | 11,832 | $1.33M | 0.04% | +6,274+112.9% | Added |
| Marshall Financial Group LLC | 11,846 | $1.33M | 0.69% | +552+4.9% | Added |
| Greytown Advisors Inc. | 11,945 | $1.34M | 0.60% | +949+8.6% | Added |
| Veriti Management LLC | 12,022 | $1.35M | 0.19% | +792+7.1% | Added |
| Howe & Rusling Inc | 12,026 | $1.35M | 0.17% | +1,498+14.2% | Added |
| Girard Partners Ltd. | 12,225 | $1.37M | 0.17% | +221+1.8% | Added |
| HBK Sorce Advisory LLC | 12,236 | $1.38M | 0.08% | −910−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 12,285 | $1.38M | 0.02% | −3,786−23.6% | Reduced |
| IMS Capital Management | 12,282 | $1.38M | 0.80% | +570+4.9% | Added |
| Resources Investment Advisors, LLC. | 12,318 | $1.39M | 0.06% | +1,965+19.0% | Added |
| Ameritas Investment Partners, Inc. | 12,339 | $1.39M | 0.05% | +10.0% | Added |
| Capital Investment Advisors, LLC | 12,628 | $1.42M | 0.05% | −118−0.9% | Reduced |
| Atwood & Palmer Inc | 12,887 | $1.45M | 0.13% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,940 | $1.46M | 0.01% | −185−1.4% | Reduced |
| Hartford Financial Management Inc. | 13,159 | $1.48M | 0.38% | −19−0.1% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 13,173 | $1.48M | 0.48% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 13,224 | $1.49M | 0.99% | +8,232+164.9% | Added |
| Keybank National Association | 13,279 | $1.49M | 0.01% | +523+4.1% | Added |
| M&G Investment Management Ltd | 13,431 | $1.50M | 0.01% | −332−2.4% | Reduced |
| United Asset Strategies, Inc. | 13,399 | $1.51M | 0.19% | −733−5.2% | Reduced |
| Dowling & Yahnke LLC | 13,660 | $1.54M | 0.09% | +2,137+18.5% | Added |
| Carnegie Capital Asset Management, LLC | 13,976 | $1.54M | 0.06% | +10.0% | Added |
| Covenant Partners, LLC | 13,667 | $1.54M | 0.60% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 13,725 | $1.54M | 0.79% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 13,742 | $1.54M | 1.06% | −649−4.5% | Reduced |
| Bollard Group LLC | 13,772 | $1.55M | 0.05% | +59+0.4% | Added |
| Pinebridge Investments, L.P. | 13,870 | $1.56M | 0.02% | −2,826−16.9% | Reduced |
| Advisor Partners LLC | 13,941 | $1.57M | 0.11% | +156+1.1% | Added |
| Engineers Gate Manager LP | 13,971 | $1.57M | 0.09% | +6,601+89.6% | Added |
| Value Holdings Management Co. LLC | 14,000 | $1.57M | 0.36% | 00.0% | Unchanged |
| Qci Asset Management Inc | 13,993 | $1.57M | 0.09% | +880+6.7% | Added |
| Huntington National Bank | 14,015 | $1.57M | 0.02% | +446+3.3% | Added |
| Johnson Financial Group, Inc. | 14,030 | $1.58M | 0.11% | −802−5.4% | Reduced |
| American Portfolios Advisors | 14,064 | $1.58M | 0.06% | +168+1.2% | Added |
| Keebeck Wealth Management, LLC | 14,098 | $1.58M | 0.31% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,842 | $1.59M | 0.13% | −156−1.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,032 | $1.60M | 0.64% | −100−0.8% | Reduced |
| Aureus Asset Management, LLC | 14,390 | $1.62M | 0.11% | +180+1.3% | Added |
| Mission Creek Capital Partners, Inc. | 14,396 | $1.62M | 0.30% | +39+0.3% | Added |
| Anchor Investment Management, LLC | 14,447 | $1.62M | 0.23% | +161+1.1% | Added |
| O'Shares Investment Advisers, LLC | 14,455 | $1.63M | 0.12% | −4,556−24.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,545 | $1.64M | 0.03% | −20−0.1% | Reduced |
| Fayez Sarofim & Co | 14,611 | $1.64M | 0.01% | −2,693−15.6% | Reduced |
| Lee Financial Co | 14,629 | $1.65M | 0.34% | +50+0.3% | Added |
| Thomas Story & Son LLC | 14,695 | $1.65M | 0.68% | −300−2.0% | Reduced |
| Wetherby Asset Management Inc | 14,884 | $1.67M | 0.10% | −72−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 14,900 | $1.68M | 0.05% | +2,000+15.5% | Added |
| Exeter Financial, LLC | 14,936 | $1.68M | 1.00% | +90+0.6% | Added |
| National Asset Management, Inc. | 14,964 | $1.68M | 0.05% | +485+3.3% | Added |
| Middleton & Co Inc | 14,997 | $1.69M | 0.18% | −1,120−6.9% | Reduced |
| Davenport & Co LLC | 15,084 | $1.70M | 0.01% | +656+4.5% | Added |
| Capital Analysts, LLC | 15,234 | $1.71M | 0.11% | −637−4.0% | Reduced |
| First Citizens Bank & Trust Co | 15,300 | $1.72M | 0.08% | −2,582−14.4% | Reduced |
| Pacitti Group Inc. | 15,335 | $1.72M | 1.08% | +1,211+8.6% | Added |
| Access Financial Services, Inc. | 15,401 | $1.73M | 0.78% | −3,479−18.4% | Reduced |
| Alexandria Capital, LLC | 15,480 | $1.74M | 0.16% | −125−0.8% | Reduced |
| Panagora Asset Management Inc | 15,561 | $1.75M | 0.01% | −2,790−15.2% | Reduced |
| Fort, L.P. | 15,565 | $1.75M | 0.58% | −2,547−14.1% | Reduced |
| Stratos Wealth Advisors, LLC | 15,560 | $1.75M | 0.15% | +8,286+113.9% | Added |
| Vestmark Advisory Solutions, Inc. | 15,641 | $1.76M | 0.12% | −1,279−7.6% | Reduced |
| American Century Companies Inc | 15,730 | $1.77M | 0.00% | +2,106+15.5% | Added |
| Wedbush Securities Inc | 15,837 | $1.78M | 0.08% | −135−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 16,026 | $1.80M | 0.22% | +16,026 | New |
| Ropes Wealth Advisors LLC | 16,030 | $1.80M | 0.29% | −525−3.2% | Reduced |
| Ethic Inc. | 16,108 | $1.81M | 0.19% | +2,121+15.2% | Added |
| Capital International Sarl | 16,289 | $1.83M | 0.16% | −304−1.8% | Reduced |
| Kings Point Capital Management | 16,405 | $1.84M | 0.16% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 16,467 | $1.85M | 0.12% | −454−2.7% | Reduced |
| Harvest Volatility Management LLC | 16,590 | $1.87M | 0.09% | +6,240+60.3% | Added |
| HawsGoodwin Investment Management LLC | 16,605 | $1.87M | 0.57% | +16+0.1% | Added |
| Birch Capital Management, LLC | 16,642 | $1.87M | 1.27% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 16,763 | $1.89M | 0.21% | −2,320−12.2% | Reduced |
| Palisade Asset Management, LLC | 16,800 | $1.89M | 0.23% | 00.0% | Unchanged |
| LVW Advisors, LLC | 16,815 | $1.89M | 0.33% | +113+0.7% | Added |
| Capital Investment Counsel, Inc | 16,822 | $1.89M | 0.42% | −2,998−15.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,824 | $1.89M | 0.04% | −953−5.4% | Reduced |
| Members Capital Advisors Inc | 17,000 | $1.91M | 1.04% | +1,748+11.5% | Added |
| Stonnington Group, LLC | 16,123 | $1.91M | 0.43% | −240−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 17,048 | $1.92M | 0.26% | −13,933−45.0% | Reduced |
| Torray LLC | 17,163 | $1.93M | 0.30% | +26+0.2% | Added |
| Alps Advisors Inc | 17,268 | $1.94M | 0.02% | −146−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 17,463 | $1.96M | 0.03% | −634−3.5% | Reduced |
| Sigma Planning Corp | 17,635 | $1.98M | 0.06% | −138−0.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,646 | $1.98M | 0.86% | −516−2.8% | Reduced |
| Fiera Capital Corp | 17,770 | $2.00M | 0.01% | +17,770 | New |
| Salem Capital Management Inc | 17,854 | $2.01M | 1.10% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 17,986 | $2.02M | 0.26% | +50+0.3% | Added |
| Varma Mutual Pension Insurance Co | 18,160 | $2.04M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,212 | $2.05M | 0.04% | −4,611−20.2% | Reduced |
| Simmons Bank | 18,333 | $2.06M | 0.15% | −1,023−5.3% | Reduced |