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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 14,468 | $1.98M | 0.39% | +72+0.5% | Added |
| United Community Bank | 14,498 | $1.98M | 1.98% | +14,498 | New |
| Lee Financial Co | 14,644 | $2.00M | 0.38% | +15+0.1% | Added |
| Keybank National Association | 14,739 | $2.01M | 0.01% | +1,460+11.0% | Added |
| Wetherby Asset Management Inc | 14,979 | $2.04M | 0.12% | +95+0.6% | Added |
| Snowden Capital Advisors LLC | 15,011 | $2.05M | 0.10% | −6,908−31.5% | Reduced |
| AlphaCrest Capital Management LLC | 15,079 | $2.06M | 0.08% | −26,611−63.8% | Reduced |
| Middleton & Co Inc | 15,147 | $2.07M | 0.20% | +150+1.0% | Added |
| Martingale Asset Management L P | 15,161 | $2.07M | 0.03% | +15,161 | New |
| Stonnington Group, LLC | 16,123 | $2.08M | 0.45% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,268 | $2.08M | 0.17% | +11,533+308.8% | Added |
| Pacitti Group Inc. | 15,468 | $2.11M | 1.37% | +133+0.9% | Added |
| Capital Analysts, LLC | 15,469 | $2.11M | 0.13% | +235+1.5% | Added |
| Old Second National Bank of Aurora | 24,340 | $2.13M | 0.63% | +22,804+1,484.6% | Added |
| O'Shares Investment Advisers, LLC | 15,584 | $2.13M | 0.15% | +1,129+7.8% | Added |
| Stratos Wealth Advisors, LLC | 15,590 | $2.13M | 0.15% | +30+0.2% | Added |
| Vident Investment Advisory, LLC | 15,593 | $2.13M | 0.06% | −6,348−28.9% | Reduced |
| Wedbush Securities Inc | 15,604 | $2.13M | 0.09% | −233−1.5% | Reduced |
| JustInvest LLC | 16,037 | $2.19M | 0.13% | +5,147+47.3% | Added |
| HawsGoodwin Investment Management LLC | 16,261 | $2.22M | 0.65% | −344−2.1% | Reduced |
| Birch Capital Management, LLC | 16,321 | $2.23M | 1.34% | −321−1.9% | Reduced |
| Alps Advisors Inc | 16,371 | $2.23M | 0.03% | −897−5.2% | Reduced |
| Kings Point Capital Management | 16,405 | $2.24M | 0.18% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,541 | $2.26M | 0.13% | +900+5.8% | Added |
| Voloridge Investment Management, LLC | 16,559 | $2.26M | 0.01% | −11,495−41.0% | Reduced |
| Washington Trust Co | 16,759 | $2.29M | 0.09% | −1,911−10.2% | Reduced |
| Palisade Asset Management, LLC | 16,800 | $2.29M | 0.26% | 00.0% | Unchanged |
| Salem Capital Management Inc | 16,829 | $2.30M | 1.19% | −1,025−5.7% | Reduced |
| Capital Investment Counsel, Inc | 16,856 | $2.30M | 0.43% | +34+0.2% | Added |
| Mercer Global Advisors Inc | 16,898 | $2.31M | 0.01% | −2,064−10.9% | Reduced |
| Members Capital Advisors Inc | 17,000 | $2.32M | 1.19% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 17,040 | $2.33M | 0.01% | −27,396−61.7% | Reduced |
| LVW Advisors, LLC | 17,271 | $2.36M | 0.40% | +456+2.7% | Added |
| Marks Group Wealth Management, Inc | 17,198 | $2.37M | 0.29% | +150+0.9% | Added |
| Tributary Capital Management, LLC | 17,597 | $2.40M | 0.18% | −2,178−11.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,617 | $2.40M | 0.94% | −29−0.2% | Reduced |
| Simmons Bank | 17,675 | $2.41M | 0.17% | −658−3.6% | Reduced |
| Oppenheimer & Co Inc | 17,698 | $2.42M | 0.04% | −514−2.8% | Reduced |
| Ghe, LLC | 17,726 | $2.42M | 1.86% | +17,726 | New |
| Capital International Sarl | 17,756 | $2.42M | 0.12% | +1,467+9.0% | Added |
| Griffin Asset Management, Inc. | 18,006 | $2.46M | 0.31% | +20+0.1% | Added |
| Varma Mutual Pension Insurance Co | 18,160 | $2.48M | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,193 | $2.48M | 0.04% | +730+4.2% | Added |
| Arabesque Asset Management Ltd | 18,199 | $2.48M | 0.72% | +15,867+680.4% | Added |
| Mastrapasqua Asset Management Inc | 18,208 | $2.48M | 0.24% | +1,445+8.6% | Added |
| National Asset Management, Inc. | 18,273 | $2.50M | 0.07% | +3,309+22.1% | Added |
| Flputnam Investment Management Co | 18,279 | $2.50M | 0.08% | +6,495+55.1% | Added |
| Bessemer Group Inc | 18,393 | $2.51M | 0.01% | −391−2.1% | Reduced |
| Torray LLC | 18,619 | $2.54M | 0.37% | +1,456+8.5% | Added |
| Ethic Inc. | 18,639 | $2.54M | 0.20% | +2,531+15.7% | Added |
| First Citizens Bank & Trust Co | 18,836 | $2.57M | 0.10% | +3,536+23.1% | Added |
| Ironwood Investment Counsel, LLC | 19,016 | $2.60M | 0.59% | +387+2.1% | Added |
| Sigma Planning Corp | 19,143 | $2.61M | 0.07% | +1,508+8.6% | Added |
| Glenview Trust Co | 19,245 | $2.63M | 0.09% | +8,300+75.8% | Added |
| CIBC World Markets Corp | 19,328 | $2.64M | 0.01% | −104,909−84.4% | Reduced |
| Kentucky Retirement Systems | 19,359 | $2.64M | 0.11% | +513+2.7% | Added |
| Hall Capital Management Co Inc | 19,410 | $2.65M | 1.50% | −2,351−10.8% | Reduced |
| Appleton Partners Inc | 19,417 | $2.65M | 0.20% | −175−0.9% | Reduced |
| Texas Yale Capital Corp. | 19,514 | $2.66M | 0.14% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 19,524 | $2.67M | 0.75% | −240−1.2% | Reduced |
| New Mexico Educational Retirement Board | 19,548 | $2.67M | 0.09% | −1,400−6.7% | Reduced |
| Stock Yards Bank & Trust Co | 19,600 | $2.67M | 0.14% | +3,133+19.0% | Added |
| Pensionfund Sabic | 19,650 | $2.68M | 0.50% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 19,703 | $2.69M | 0.79% | +19,703 | New |
| Paradigm Financial Partners, LLC | 19,815 | $2.71M | 0.57% | −1,365−6.4% | Reduced |
| TD Private Client Wealth LLC | 19,837 | $2.71M | 0.11% | −403−2.0% | Reduced |
| Hohimer Wealth Management, LLC | 19,933 | $2.72M | 0.57% | +94+0.5% | Added |
| American Century Companies Inc | 20,064 | $2.74M | 0.00% | +4,334+27.6% | Added |
| Cetera Advisors LLC | 20,103 | $2.74M | 0.06% | −1,064−5.0% | Reduced |
| Whittier Trust Co | 20,165 | $2.75M | 0.04% | −859−4.1% | Reduced |
| Albert D Mason Inc | 20,175 | $2.75M | 1.64% | −56−0.3% | Reduced |
| Lantz Financial LLC | 20,424 | $2.79M | 1.28% | +84+0.4% | Added |
| Sandhill Capital Partners LLC | 20,455 | $2.79M | 0.22% | −83−0.4% | Reduced |
| Fiera Capital Corp | 20,455 | $2.79M | 0.01% | +2,685+15.1% | Added |
| First National Trust Co | 20,581 | $2.81M | 0.15% | −185−0.9% | Reduced |
| BLB&B Advisors, LLC | 20,633 | $2.82M | 0.18% | −2,828−12.1% | Reduced |
| Wealthcare Advisory Partners LLC | 20,656 | $2.82M | 0.17% | +29+0.1% | Added |
| Ascent Group, LLC | 24,002 | $2.85M | 0.36% | +24,002 | New |
| Fayez Sarofim & Co | 20,913 | $2.85M | 0.01% | +6,302+43.1% | Added |
| Stevens Capital Management LP | 20,938 | $2.86M | 0.66% | +18,375+716.9% | Added |
| Costello Asset Management, INC | 21,032 | $2.87M | 1.75% | −218−1.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 21,220 | $2.90M | 1.65% | −375−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,250 | $2.90M | 0.04% | +21,250 | New |
| TD Waterhouse Canada Inc. | 20,690 | $2.91M | 0.03% | +20,690 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 21,425 | $2.92M | 0.51% | −580−2.6% | Reduced |
| PFG Advisors | 21,694 | $2.96M | 0.30% | +145+0.7% | Added |
| Blueshift Asset Management, LLC | 21,767 | $2.97M | 0.26% | −7,472−25.6% | Reduced |
| Riverbridge Partners LLC | 21,993 | $3.00M | 0.03% | −1,387−5.9% | Reduced |
| Harvest Volatility Management LLC | 22,007 | $3.00M | 0.15% | +5,417+32.7% | Added |
| AE Wealth Management LLC | 22,179 | $3.03M | 0.02% | −53,632−70.7% | Reduced |
| Zevenbergen Capital Investments LLC | 22,190 | $3.03M | 0.06% | +1,460+7.0% | Added |
| Zacks Investment Management | 22,526 | $3.07M | 0.04% | +22,526 | New |
| Shoker Investment Counsel, Inc. | 22,600 | $3.08M | 1.41% | −479−2.1% | Reduced |
| Bath Savings Trust Co | 22,638 | $3.09M | 0.32% | −400−1.7% | Reduced |
| Hyman Charles D | 22,706 | $3.10M | 0.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 23,034 | $3.14M | 0.05% | +11,812+105.3% | Added |
| Southeast Asset Advisors Inc. | 23,092 | $3.15M | 0.43% | −5,938−20.5% | Reduced |
| Arrow Financial Corp | 23,197 | $3.17M | 0.37% | +3,150+15.7% | Added |
| Armbruster Capital Management, Inc. | 23,478 | $3.21M | 0.73% | +755+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 23,602 | $3.22M | 0.13% | −2,071−8.1% | Reduced |