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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Paychex Inc as of Dec 31, 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
1,442
+176 vs. Q3 2021
Shares held
253.8M
−253.3K (−0.1%) vs. Q3 2021
Total value
$34.6B
+$6.04B (+21.2%) vs. Q3 2021
New holders
247
455 more added
Sold out
71
505 more reduced

20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,442 institutions
Q1 2021: 1,226 institutionsQ2 2021: 1,242 institutionsQ3 2021: 1,286 institutionsQ4 2021: 1,442 institutionsQ1 2022: 1,442 institutionsQ2 2022: 1,412 institutionsQ3 2022: 1,428 institutionsQ4 2022: 1,449 institutionsQ1 2023: 1,434 institutionsQ2 2023: 1,419 institutionsQ3 2023: 1,447 institutionsQ4 2023: 1,511 institutionsQ1 2024: 1,531 institutionsQ2 2024: 1,519 institutionsQ3 2024: 1,546 institutionsQ4 2024: 1,639 institutionsQ1 2025: 1,704 institutionsQ2 2025: 1,675 institutionsQ3 2025: 1,620 institutionsQ4 2025: 1,591 institutionsQ1 2026: 1,515 institutionsQ2 2026: 1,535 institutions
Value heldQ4 2021: $34.6B
Q1 2021: $24.8BQ2 2021: $27.2BQ3 2021: $28.6BQ4 2021: $34.6BQ1 2022: $34.8BQ2 2022: $29.4BQ3 2022: $28.9BQ4 2022: $30.1BQ1 2023: $30.2BQ2 2023: $29.2BQ3 2023: $30.1BQ4 2023: $31.5BQ1 2024: $33.1BQ2 2024: $32.4BQ3 2024: $37.1BQ4 2024: $39.4BQ1 2025: $43.3BQ2 2025: $40.7BQ3 2025: $34.8BQ4 2025: $33.1BQ1 2026: $27.2BQ2 2026: $29.1B
Institutions holding PAYX and their total value by quarter
QuarterHoldersValue
Q2 20261,535$29.1B
Q1 20261,515$27.2B
Q4 20251,591$33.1B
Q3 20251,620$34.8B
Q2 20251,675$40.7B
Q1 20251,704$43.3B
Q4 20241,639$39.4B
Q3 20241,546$37.1B
Q2 20241,519$32.4B
Q1 20241,531$33.1B
Q4 20231,511$31.5B
Q3 20231,447$30.1B
Q2 20231,419$29.2B
Q1 20231,434$30.2B
Q4 20221,449$30.1B
Q3 20221,428$28.9B
Q2 20221,412$29.4B
Q1 20221,442$34.8B
Q4 20211,442$34.6B
Q3 20211,286$28.6B
Q2 20211,242$27.2B
Q1 20211,226$24.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2021.

Institutions holding PAYX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaMark Advisors, LLC1$00.00%00.0%Unchanged
Cypress Capital Management LLC (WY)2$00.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC1$00.00%+1New
DB Fitzpatrick & Co, Inc1$00.00%+1New
WestEnd Advisors, LLC2$2730.00%––
Atlas Capital Advisors LLC4$5460.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1.00K0.00%+10New
Surevest, LLC10$1.00K0.00%+10New
First Bank & Trust8$1.00K0.00%+8New
Cassady Schiller Wealth Management, LLC10$1.00K0.00%+10New
True Link Financial Advisors, LLC22$3.00K0.00%00.0%Unchanged
Arlington Partners LLC19$3.00K0.00%+19New
Sargent Bickham Lagudis LLC21$3.00K0.00%+21New
Sierra Capital LLC20$3.00K0.00%+20New
Accel Wealth Management23$3.00K0.00%+23New
Country Trust Bank30$4.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC29$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC29$4.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.27$4.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC31$4.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC28$4.00K0.00%+28New
City Holding Co42$5.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC33$5.00K0.00%+33New
KB Financial Partners, LLC36$5.00K0.00%+36New
JNBA Financial Advisors41$6.00K0.00%−232−85.0%Reduced
PSI Advisors, LLC43$6.00K0.00%+10+30.3%Added
Schubert & Co42$6.00K0.01%+42New
Stephens Consulting, LLC44$6.01K0.01%+44New
JCIC Asset Management Inc.60$8.00K0.00%00.0%Unchanged
Aua Capital Management, LLC55$8.00K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.60$8.00K0.00%+60New
Level Financial Advisors, Inc.62$8.00K0.01%+62New
Winch Advisory Services, LLC67$9.00K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.64$9.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC72$10.0K0.00%−119−62.3%Reduced
Optiver Holding B.V.88$10.0K0.00%00.0%Unchanged
Versant Capital Management, Inc76$10.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC84$11.0K0.00%−9−9.7%Reduced
Evermay Wealth Management LLC80$11.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.80$11.0K0.00%00.0%Unchanged
Financial Enhancement Group LLC78$11.0K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC83$11.0K0.01%+83New
Seldon Capital LP78$11.0K0.01%+78New
Smith Group Asset Management, LLC90$12.0K0.00%−2−2.2%Reduced
Solstein Capital, LLC91$12.0K0.01%00.0%Unchanged
Freedman Financial Associates, Inc.85$12.0K0.01%00.0%Unchanged
Kozak & Associates, Inc.102$12.0K0.01%+38+59.4%Added
Cambridge Trust Co90$12.0K0.00%+90New
RWM Asset Management, LLC91$12.0K0.00%+91New
Ellis Investment Partners, LLC100$13.0K0.00%00.0%Unchanged
TSFG, LLC93$13.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC97$13.0K0.00%+97New
AllSquare Wealth Management LLC100$14.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.101$14.0K0.00%+1+1.0%Added
Tradition Wealth Management, LLC106$14.0K0.00%+6+6.0%Added
Norwood Financial Corp100$14.0K0.02%+100New
Piscataqua Savings Bank113$15.0K0.01%−12−9.6%Reduced
Baillie Gifford & Co116$16.0K0.00%00.0%Unchanged
Larson Financial Group LLC116$16.0K0.00%+1+0.9%Added
Zions Bancorporation, N.A.116$16.0K0.00%+67+136.7%Added
Curi Capital125$17.0K0.00%+125New
Monolith Advisors134$18.0K0.01%+134New
Tyler-Stone Wealth Management130$18.0K0.01%+130New
Newbridge Financial Services Group, Inc.140$19.0K0.01%+140New
Investors Research Corp143$20.0K0.01%00.0%Unchanged
MV Capital Management, Inc.145$20.0K0.00%+53+57.6%Added
Bivin & Associates, Inc.150$20.0K0.02%+150New
West Oak Capital, LLC160$22.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.165$22.0K0.00%00.0%Unchanged
Andrew Hill Investment Advisors, Inc.168$22.0K0.02%+168New
Earnest Partners LLC168$23.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC167$23.0K0.01%+167New
Rather & Kittrell, Inc.185$25.0K0.02%+185New
BerganKDV Wealth Management, LLC190$26.0K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC199$27.0K0.00%−17−7.9%Reduced
Highlander Capital Management, LLC200$27.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.200$27.0K0.01%00.0%Unchanged
Enterprise Trust & Investment Co200$27.0K0.01%+200New
JFS Wealth Advisors, LLC203$28.0K0.00%+55+37.2%Added
Dixon Hughes Goodman Wealth Advisors LLC210$29.0K0.01%+210New
Gemmer Asset Management LLC222$30.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.220$30.0K0.00%+81+58.3%Added
Tortoise Investment Management, LLC219$30.0K0.01%+88+67.2%Added
Lowe Wealth Advisors, LLC230$31.0K0.01%00.0%Unchanged
Bogart Wealth, LLC227$31.0K0.00%00.0%Unchanged
American National Bank236$32.0K0.01%−11−4.5%Reduced
Bell Investment Advisors, Inc234$32.0K0.01%+45+23.8%Added
Sound Income Strategies, LLC246$34.0K0.00%−21−7.9%Reduced
Missouri Trust & Investment Co250$34.0K0.02%+250New
Stonebridge Financial Planning Group, LLC300$35.0K0.02%00.0%Unchanged
Tarbox Family Office, Inc.254$35.0K0.01%00.0%Unchanged
JJJ Advisors Inc.265$36.0K0.01%+26+10.9%Added
Henrickson Nauta Wealth Advisors, Inc.300$36.0K0.03%+300New
First Command Bank326$37.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management270$37.0K0.01%+250+1,250.0%Added
Signet Financial Management, LLC274$37.0K0.01%+274New
Stuart Chaussee & Associates, Inc.278$38.0K0.02%+108+63.5%Added
Evolution Advisers, Inc.284$38.0K0.03%+284New
Ogorek Anthony Joseph288$39.0K0.02%00.0%Unchanged
Carolinas Wealth Consulting LLC285$39.0K0.01%00.0%Unchanged