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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 1,874 | $256.0K | 0.02% | +1,874 | New |
| Mayflower Financial Advisors, LLC | 1,882 | $257.0K | 0.03% | +124+7.1% | Added |
| Ategra Capital Management, LLC | 1,886 | $257.4K | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,889 | $258.0K | 0.04% | −5−0.3% | Reduced |
| McDonough Capital Management, Inc | 1,888 | $258.0K | 0.21% | +1,888 | New |
| Bard Financial Services, Inc. | 1,895 | $259.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,902 | $259.6K | 0.07% | −85−4.3% | Reduced |
| Indiana Trust & Investment Management CO | 1,909 | $261.0K | 0.12% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,910 | $261.0K | 0.11% | +1,910 | New |
| Focus Financial Network, Inc. | 1,928 | $263.1K | 0.04% | +3+0.2% | Added |
| Ingalls & Snyder LLC | 1,935 | $264.0K | 0.01% | 00.0% | Unchanged |
| Titus Wealth Management | 1,940 | $265.0K | 0.12% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,940 | $265.0K | 0.01% | +1,940 | New |
| Newman Dignan & Sheerar, Inc. | 1,951 | $266.0K | 0.08% | +2+0.1% | Added |
| International Assets Investment Management, LLC | 1,949 | $266.0K | 0.05% | +10+0.5% | Added |
| Accretive Wealth Partners, LLC | 1,955 | $267.0K | 0.17% | −284−12.7% | Reduced |
| SignalPoint Asset Management, LLC | 1,968 | $268.0K | 0.08% | +3+0.2% | Added |
| Capital Advisors Wealth Management, LLC | 1,966 | $268.0K | 0.08% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,964 | $268.0K | 0.06% | +790+67.3% | Added |
| HNP Capital LLC | 1,964 | $268.0K | 0.06% | +1,964 | New |
| HB Wealth Management, LLC | 1,962 | $268.0K | 0.01% | +1,962 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,971 | $269.0K | 0.01% | +1,971 | New |
| Vantage Consulting Group Inc | 1,973 | $269.0K | 0.07% | +1,973 | New |
| Syntax Advisors, LLC | 1,973 | $269.0K | 0.20% | +1,973 | New |
| Alaska Permanent Fund Corp | 2,285 | $270.0K | 0.00% | +2,285 | New |
| MTM Investment Management, LLC | 1,993 | $272.0K | 0.13% | +1,993 | New |
| FLC Capital Advisors | 2,000 | $273.0K | 0.08% | −1,000−33.3% | Reduced |
| Searle & Co. | 2,000 | $273.0K | 0.10% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,000 | $273.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $273.0K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,000 | $273.0K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $273.0K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $273.0K | 0.15% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 2,002 | $273.0K | 0.06% | +2+0.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,000 | $273.0K | 0.09% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 2,000 | $273.0K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 2,007 | $274.0K | 0.11% | −80−3.8% | Reduced |
| Zhang Financial LLC | 2,007 | $274.0K | 0.05% | +2,007 | New |
| Bank Ozk | 2,029 | $277.0K | 0.11% | −15−0.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,030 | $277.0K | 0.10% | +2,030 | New |
| Exencial Wealth Advisors, LLC | 2,037 | $278.0K | 0.01% | −336−14.2% | Reduced |
| Aries Wealth Management | 2,039 | $278.0K | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 2,042 | $279.0K | 0.05% | +8+0.4% | Added |
| MBB Public Markets I LLC | 2,043 | $279.0K | 0.01% | +2,043 | New |
| Wilkinson Global Asset Management LLC | 2,052 | $280.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,050 | $280.0K | 0.02% | +2,050 | New |
| Spire Wealth Management | 2,019 | $281.0K | 0.01% | +275+15.8% | Added |
| Blackston Financial Advisory Group, LLC | 2,068 | $282.0K | 0.16% | +2,068 | New |
| EverSource Wealth Advisors, LLC | 2,076 | $283.0K | 0.08% | +2,076 | New |
| Morris Retirement Advisors, LLC | 2,078 | $284.0K | 0.22% | +10.0% | Added |
| Cornerstone Wealth Management, LLC | 2,084 | $284.0K | 0.03% | +2,084 | New |
| Moseley Investment Management Inc | 2,091 | $285.0K | 0.13% | +2+0.1% | Added |
| Oakworth Capital, Inc. | 2,101 | $287.0K | 0.02% | −1,358−39.3% | Reduced |
| Silvant Capital Management LLC | 2,108 | $288.0K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,131 | $291.0K | 0.05% | +2,131 | New |
| Cedrus LLC | 2,133 | $291.2K | 0.28% | +2,133 | New |
| Clear Creek Financial Management, LLC | 2,140 | $292.0K | 0.04% | +159+8.0% | Added |
| Lockerman Financial Group, Inc. | 2,140 | $292.0K | 0.76% | +2,140 | New |
| Lincoln Capital Corp | 2,144 | $293.0K | 0.14% | +108+5.3% | Added |
| Family Legacy, Inc. | 2,280 | $294.0K | 0.12% | −155−6.4% | Reduced |
| Axiom Financial Strategies, LLC | 2,154 | $294.0K | 0.13% | −78−3.5% | Reduced |
| Alphasimplex Group, LLC | 2,168 | $296.0K | 0.50% | −797−26.9% | Reduced |
| Boston Financial Mangement LLC | 2,170 | $296.0K | 0.01% | +2,170 | New |
| Cahaba Wealth Management, Inc. | 2,184 | $298.0K | 0.04% | +81+3.9% | Added |
| Almanack Investment Partners, LLC. | 2,195 | $300.0K | 0.02% | 00.0% | Unchanged |
| Engine No. 1 LLC | 2,198 | $300.0K | 0.06% | +2,198 | New |
| BlackDiamond Wealth Management Inc. | 2,204 | $301.0K | 0.35% | +2,204 | New |
| Cabot Wealth Management Inc | 2,214 | $302.0K | 0.04% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,212 | $302.0K | 0.03% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 2,216 | $302.0K | 0.02% | +33+1.5% | Added |
| Investors Financial Group, LLC | 2,218 | $303.0K | 0.14% | −13−0.6% | Reduced |
| Ballentine Partners, LLC | 2,217 | $303.0K | 0.01% | +2,217 | New |
| XR Securities LLC | 2,219 | $303.0K | 0.04% | +2,219 | New |
| Washington Trust Advisors, Inc. | 2,244 | $306.0K | 0.02% | +2,244 | New |
| Spinnaker Trust | 2,252 | $307.0K | 0.02% | −75−3.2% | Reduced |
| Level Four Advisory Services, LLC | 2,251 | $307.0K | 0.02% | +2,251 | New |
| Argent Trust Co | 2,260 | $308.0K | 0.02% | −116−4.9% | Reduced |
| Cassia Capital Partners, LLC | 2,262 | $309.0K | 0.21% | +2,262 | New |
| City State Bank | 2,263 | $309.0K | 0.19% | +2,263 | New |
| Jacobi Capital Management LLC | 2,271 | $310.0K | 0.04% | +87+4.0% | Added |
| TCG Advisory Services, LLC | 2,278 | $311.0K | 0.07% | +10.0% | Added |
| Waypoint Capital Advisors, LLC | 2,280 | $311.0K | 0.21% | +2,280 | New |
| Cherry Creek Investment Advisors, Inc. | 2,283 | $312.0K | 0.19% | +12+0.5% | Added |
| WealthPLAN Partners, LLC | 2,671 | $315.0K | 0.02% | −23−0.9% | Reduced |
| Cadence Bank NA | 2,306 | $315.0K | 0.09% | −300−11.5% | Reduced |
| Stockman Wealth Management, Inc. | 2,310 | $315.0K | 0.06% | −43−1.8% | Reduced |
| Centiva Capital, LP | 2,331 | $318.0K | 0.02% | −61−2.6% | Reduced |
| Fractal Investments LLC | 2,327 | $318.0K | 0.11% | +2,327 | New |
| Aufman Associates Inc | 2,350 | $321.0K | 0.24% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 2,358 | $322.0K | 0.01% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,359 | $322.0K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,727 | $324.0K | 0.04% | −267−8.9% | Reduced |
| Longfellow Investment Management Co LLC | 2,371 | $324.0K | 0.05% | −783−24.8% | Reduced |
| Loudon Investment Management, LLC | 2,374 | $324.0K | 0.21% | −276−10.4% | Reduced |
| Pettee Investors, Inc. | 2,375 | $324.0K | 0.14% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,375 | $324.0K | 0.21% | +10.0% | Added |
| qPULA Trading Management LP | 2,370 | $324.0K | 0.58% | +2,370 | New |
| Quantitative Investment Management, LLC | 2,392 | $326.0K | 0.05% | −19,866−89.3% | Reduced |
| Aspen Investment Management Inc | 2,390 | $326.0K | 0.16% | +200+9.1% | Added |
| Sunflower Bank, N.A. | 2,398 | $327.0K | 0.04% | −38−1.6% | Reduced |