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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
Stonebridge Capital Advisors LLC1,313$179.0K0.02%00.0%Unchanged
Paragon Capital Management Ltd1,314$179.0K0.03%+1,314New
Richwood Investment Advisors, LLC1,315$179.0K0.16%+1,315New
Barrett Asset Management, LLC1,328$181.0K0.01%+27+2.1%Added
BDO Wealth Advisors, LLC1,345$184.0K0.02%00.0%Unchanged
SOA Wealth Advisors, LLC.1,352$184.0K0.04%+4+0.3%Added
DuPont Capital Management Corp1,369$187.0K0.01%−534−28.1%Reduced
Baystate Wealth Management LLC1,368$187.0K0.02%+4+0.3%Added
Patriot Financial Group Insurance Agency, LLC1,398$191.0K0.03%+5+0.4%Added
Focused Wealth Management, Inc1,406$192.0K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC1,416$193.0K0.05%+411+40.9%Added
Blume Capital Management, Inc.1,431$195.0K0.06%−40−2.7%Reduced
TFC Financial Management1,438$196.0K0.06%+8+0.6%Added
Penserra Capital Management LLC1,444$197.0K0.00%+275+23.5%Added
First Financial Corp1,453$198.0K0.12%00.0%Unchanged
Optimum Investment Advisors1,450$198.0K0.08%00.0%Unchanged
O'Brien Wealth Partners LLC1,644$199.0K0.07%−3−0.2%Reduced
1st Source Bank1,476$202.0K0.01%+1,476New
Verity Asset Management, Inc.1,478$202.0K0.12%+1,478New
Fermata Advisors, LLC1,481$202.0K0.07%+1,481New
State of Wyoming1,489$203.0K0.09%+1,489New
Wintrust Investments LLC1,496$204.0K0.02%+1,496New
Money Concepts Capital Corp1,497$204.0K0.02%+1,497New
Karpas Strategies, LLC1,500$205.0K0.07%+1,500New
BTC Capital Management, Inc.1,505$205.0K0.02%+1,505New
Hummer Financial Advisory Services Inc1,500$205.0K0.17%+1,500New
Applied Capital LLC1,500$205.0K0.16%+1,500New
Hollencrest Capital Management1,512$206.0K0.02%+1,512New
Mosaic Family Wealth, LLC1,515$207.0K0.05%+1,515New
Mirova1,522$207.0K0.02%+1,522New
Leelyn Smith, LLC1,522$208.0K0.06%00.0%Unchanged
Montecito Bank & Trust1,523$208.0K0.04%+1,523New
Rockbridge Investment Management, LCC1,537$210.0K0.03%−6−0.4%Reduced
Madrona Financial Services, LLC1,537$210.0K0.09%+1,537New
Sheaff Brock Investment Advisors, LLC1,543$211.0K0.02%−4,898−76.0%Reduced
Ibex Wealth Advisors1,552$212.0K0.04%−22−1.4%Reduced
Pinnacle Wealth Planning Services, Inc.1,562$213.0K0.04%+1,562New
Zullo Investment Group, Inc.1,563$213.0K0.11%+1,563New
Cape Cod Five Cents Savings Bank1,566$214.0K0.02%+1,566New
Garrett Wealth Advisory Group, LLC1,575$215.0K0.10%−425−21.3%Reduced
Bank of Nova Scotia Trust Co1,582$216.0K0.02%+1,582New
Cypress Capital, LLC1,585$216.0K0.02%+1,585New
Bedel Financial Consulting, Inc.1,590$217.0K0.07%00.0%Unchanged
Cutler Group LP1,593$217.0K0.01%+1,014+175.1%Added
Capital Investment Services of America, Inc.1,600$218.0K0.02%+1,600New
Hardman Johnston Global Advisors LLC1,600$218.0K0.01%+1,600New
Intrust Bank NA1,598$218.0K0.03%+1,598New
Staley Capital Advisers Inc1,600$218.0K0.01%+1,600New
Strategic Blueprint, LLC1,594$218.0K0.03%+1,594New
Summit Financial Group Inc1,605$219.0K0.07%+1,605New
Evergreen Capital Management LLC1,608$219.0K0.01%+1,608New
Geller Advisors LLC1,602$219.0K0.04%+1,602New
BOK Financial Private Wealth, Inc.1,613$220.0K0.02%+1,613New
Investment Advisory Services Inc1,617$221.0K0.12%+1,617New
Meadow Creek Wealth Advisors LLC1,617$221.0K0.21%+1,617New
Badgley Phelps Wealth Managers, LLC1,622$221.0K0.01%+1,622New
Carroll Financial Associates, Inc.1,640$222.0K0.01%+25+1.5%Added
Becker Capital Management Inc1,635$223.0K0.01%+1,635New
Johnson Financial Group, LLC1,632$223.0K0.04%+1,632New
Veracity Capital LLC1,633$223.0K0.09%+1,633New
Peoples Bank1,644$224.0K0.11%+1,644New
GYL Financial Synergies, LLC1,643$224.0K0.06%+1,643New
Sather Financial Group Inc1,650$225.0K0.02%+1,650New
Financial Advisory Service, Inc.1,657$226.0K0.02%+1,657New
Soltis Investment Advisors LLC1,666$227.0K0.03%+1,666New
Americana Partners, LLC1,674$228.0K0.04%−554−24.9%Reduced
AdvisorNet Financial, Inc1,670$228.0K0.01%+15+0.9%Added
Transcend Wealth Collective, LLC1,671$228.0K0.02%+1,671New
CX Institutional1,675$229.0K0.02%+102+6.5%Added
Cape Ann Savings Bank1,679$229.0K0.14%+1,679New
Intersect Capital LLC1,678$229.0K0.04%+1,678New
Brookstone Capital Management1,793$231.0K0.00%−67−3.6%Reduced
Perigon Wealth Management, LLC1,690$231.0K0.02%+1,690New
Cooper Financial Group1,692$231.0K0.09%+1,692New
Carmel Capital Partners, LLC1,707$233.0K0.17%+1,707New
Unionview, LLC1,707$233.0K0.22%+1,707New
King Wealth1,717$234.0K0.04%+1,717New
Monument Capital Management1,713$234.0K0.07%+1,713New
M. Kulyk & Associates, LLC1,714$234.0K0.06%+1,714New
Bank of New Hampshire1,712$234.0K0.06%+1,712New
Spring Capital Management, LLC1,717$234.0K0.19%+1,717New
Shell Asset Management Co1,722$235.0K0.00%+1,722New
GraniteShares Advisors LLC1,725$235.0K0.11%+1,725New
Allred Capital Management, LLC1,732$236.0K0.11%+1,732New
Essex Financial Services, Inc.1,739$237.0K0.02%−316−15.4%Reduced
Valley National Advisers Inc1,754$239.0K0.04%00.0%Unchanged
IFG Advisory, LLC1,757$239.0K0.02%+1,757New
Foundations Investment Advisors, LLC1,863$239.0K0.01%+1,863New
Measured Wealth Private Client Group, LLC1,768$241.0K0.09%+1,768New
Graypoint LLC1,799$246.0K0.03%−184−9.3%Reduced
Cornerstone Capital, Inc.1,800$246.0K0.03%−96−5.1%Reduced
Cowen Prime Advisors LLC1,800$246.0K0.08%00.0%Unchanged
Affiance Financial, LLC1,810$247.0K0.10%−102−5.3%Reduced
SNS Financial Group, LLC1,806$247.0K0.03%00.0%Unchanged
180 Wealth Advisors, LLC2,114$251.0K0.06%−377−15.1%Reduced
Ontario Teachers Pension Plan Board1,848$252.0K0.00%+1,848New
S&CO Inc1,855$253.0K0.02%00.0%Unchanged
Tiemann Investment Advisors, LLC1,850$253.0K0.11%00.0%Unchanged
Regent Peak Wealth Advisors LLC1,854$253.0K0.07%+18+1.0%Added
First National Bank of South Miami1,871$255.0K0.15%+138+8.0%Added