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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 285 | $39.0K | 0.02% | +15+5.6% | Added |
| Loomis Sayles & Co L P | 296 | $40.0K | 0.00% | −38−11.4% | Reduced |
| TCI Wealth Advisors, Inc. | 303 | $41.0K | 0.01% | −18−5.6% | Reduced |
| Truehand, Inc | 300 | $41.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $41.0K | 0.01% | – | – |
| Mark Sheptoff Financial Planning, LLC | 300 | $41.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 300 | $41.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 302 | $41.0K | 0.01% | +1+0.3% | Added |
| Bellevue Asset Management, LLC | 298 | $41.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 303 | $41.0K | 0.03% | +114+60.3% | Added |
| Aquatic Capital Management LLC | 300 | $41.0K | 0.08% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 315 | $42.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 326 | $44.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 325 | $44.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 322 | $44.0K | 0.02% | +280+666.7% | Added |
| Toth Financial Advisory Corp | 341 | $47.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 345 | $47.0K | 0.01% | +158+84.5% | Added |
| American State Bank (Iowa) | 350 | $47.8K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 354 | $48.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 350 | $48.0K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 360 | $49.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 367 | $50.0K | 0.04% | +1+0.3% | Added |
| First Community Trust NA | 371 | $50.6K | 0.04% | +371 | New |
| Sittner & Nelson, LLC | 373 | $51.0K | 0.03% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 390 | $53.0K | 0.04% | +390 | New |
| Eagle Bay Advisors LLC | 395 | $54.0K | 0.04% | −591−59.9% | Reduced |
| Disciplined Investments, LLC | 392 | $54.0K | 0.02% | +115+41.5% | Added |
| Steward Financial Group LLC | 400 | $54.0K | 0.05% | +400 | New |
| Fred Alger Management, LLC | 405 | $55.0K | 0.00% | +405 | New |
| Ahrens Investment Partners LLC | 400 | $55.0K | 0.02% | +400 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 407 | $56.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 450 | $61.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 460 | $63.0K | 0.00% | +460 | New |
| Parkside Financial Bank & Trust | 463 | $64.0K | 0.02% | −830−64.2% | Reduced |
| Evoke Wealth, LLC | 484 | $66.0K | 0.00% | −2−0.4% | Reduced |
| Concord Wealth Partners | 487 | $66.0K | 0.02% | +487 | New |
| Hudock, Inc. | 495 | $67.0K | 0.02% | −29−5.5% | Reduced |
| Goodwin Investment Advisory | 496 | $68.0K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 498 | $68.0K | 0.00% | +498 | New |
| Prestige Wealth Management Group LLC | 504 | $69.0K | 0.02% | −4−0.8% | Reduced |
| Canton Hathaway, LLC | 506 | $69.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 520 | $70.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 530 | $72.0K | 0.03% | +530 | New |
| Asset Dedication, LLC | 553 | $75.0K | 0.01% | −7−1.3% | Reduced |
| Sandy Spring Bank | 569 | $78.0K | 0.00% | −75−11.6% | Reduced |
| Quent Capital, LLC | 574 | $78.0K | 0.02% | +574 | New |
| Geo Capital Gestora de Recursos Ltd | 578 | $79.0K | 0.04% | −27−4.5% | Reduced |
| West Branch Capital LLC | 595 | $81.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 625 | $85.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 670 | $91.0K | 0.00% | +85+14.5% | Added |
| Baldwin Brothers Inc | 675 | $92.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 703 | $96.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 706 | $96.0K | 0.00% | +106+17.7% | Added |
| McIlrath & Eck, LLC | 730 | $100.0K | 0.03% | −78−9.7% | Reduced |
| Mascoma Wealth Management LLC | 736 | $100.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 740 | $101.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 757 | $103.0K | 0.02% | +50+7.1% | Added |
| Castleview Partners, LLC | 14,196 | $104.0K | 0.00% | +14,196 | New |
| High Net Worth Advisory Group LLC | 770 | $105.0K | 0.04% | +770 | New |
| Sageworth Trust Co | 784 | $107.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 806 | $110.0K | 0.06% | −5−0.6% | Reduced |
| Newfound Research LLC | 808 | $110.0K | 0.13% | +808 | New |
| Reilly Financial Advisors, LLC | 816 | $111.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 833 | $114.0K | 0.01% | −1,363−62.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 835 | $114.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 849 | $116.0K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 875 | $119.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 870 | $119.0K | 0.10% | +870 | New |
| Financial Management Professionals, Inc. | 881 | $120.0K | 0.03% | +21+2.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 890 | $121.0K | 0.01% | +890 | New |
| Fieldpoint Private Securities, LLC | 896 | $122.0K | 0.02% | −61−6.4% | Reduced |
| Selective Wealth Management, Inc. | 903 | $123.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 900 | $123.0K | 0.03% | +84+10.3% | Added |
| Exchange Traded Concepts, LLC | 923 | $126.0K | 0.00% | +599+184.9% | Added |
| Trustcore Financial Services, LLC | 935 | $128.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 955 | $130.0K | 0.18% | +955 | New |
| Archer Investment Corp | 968 | $132.1K | 0.04% | +748+340.0% | Added |
| CVA Family Office, LLC | 975 | $133.0K | 0.03% | +380+63.9% | Added |
| Monetary Management Group Inc | 1,000 | $136.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $137.0K | 0.08% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,005 | $137.0K | 0.10% | +1,005 | New |
| Creative Financial Designs Inc | 1,032 | $141.0K | 0.02% | −18−1.7% | Reduced |
| Sutton Wealth Advisors Inc. | 1,071 | $146.2K | 0.05% | +6+0.6% | Added |
| Endurance Wealth Management, Inc. | 1,089 | $149.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,100 | $150.0K | 0.10% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,112 | $152.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,150 | $156.0K | 0.05% | +1,150 | New |
| Tilia Fiduciary Partners, Inc. | 1,145 | $156.0K | 0.13% | +1,145 | New |
| Delta Asset Management LLC | 1,156 | $158.0K | 0.01% | −10−0.9% | Reduced |
| Community Bank, N.A. | 1,175 | $160.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,179 | $161.0K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,182 | $161.0K | 0.08% | +1,182 | New |
| NVWM, LLC | 1,198 | $163.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,198 | $164.0K | 0.03% | +11+0.9% | Added |
| Leonteq Securities AG | 1,203 | $164.2K | 0.01% | +300+33.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,229 | $168.0K | 0.03% | −361−22.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,230 | $168.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,243 | $170.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,251 | $171.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,275 | $174.0K | 0.01% | −1,642−56.3% | Reduced |