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 |
|---|---|---|---|---|---|
| Brown Advisory Securities, LLC | 2,400 | $327.0K | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,396 | $327.0K | 0.04% | +1,459+155.7% | Added |
| Equitable Holdings, Inc. | 2,418 | $330.0K | 0.01% | +267+12.4% | Added |
| Mechanics Financial Corp | 2,438 | $333.0K | 0.16% | +2,438 | New |
| Convergence Investment Partners, LLC | 2,448 | $334.0K | 0.17% | +2,448 | New |
| Gray Wealth Management Inc. | 2,455 | $335.0K | 0.17% | −52−2.1% | Reduced |
| Smithfield Trust Co | 2,449 | $336.0K | 0.02% | −163−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,460 | $336.0K | 0.03% | +209+9.3% | Added |
| Fragasso Group Inc. | 2,461 | $336.0K | 0.04% | +2,461 | New |
| Fruth Investment Management | 2,471 | $337.0K | 0.09% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,473 | $338.0K | 0.16% | 00.0% | Unchanged |
| Notis-McConarty Edward | 2,500 | $341.0K | 0.11% | 00.0% | Unchanged |
| WD Rutherford LLC | 2,505 | $342.0K | 0.17% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,518 | $344.0K | 0.21% | +2,518 | New |
| Silvercrest Asset Management Group LLC | 2,524 | $345.0K | 0.00% | +29+1.2% | Added |
| Diversified Trust Co | 2,538 | $346.0K | 0.01% | −277−9.8% | Reduced |
| Powell Investment Advisors, LLC | 2,536 | $346.0K | 0.20% | +10.0% | Added |
| First Foundation Advisors | 2,528 | $346.0K | 0.01% | +465+22.5% | Added |
| Versor Investments LP | 2,561 | $350.0K | 0.01% | −3,165−55.3% | Reduced |
| Nwam LLC | 2,562 | $350.0K | 0.03% | +464+22.1% | Added |
| KCM Investment Advisors LLC | 2,571 | $351.0K | 0.01% | −427−14.2% | Reduced |
| 55I, LLC | 2,579 | $351.0K | 0.01% | +215+9.1% | Added |
| Cornerstone Advisory, LLC | 2,578 | $352.0K | 0.05% | +2,578 | New |
| Independent Financial Group, LLC | 2,582 | $352.4K | 0.03% | +782+43.4% | Added |
| Pinnacle Private Wealth, LLC | 2,590 | $354.0K | 0.11% | +2,590 | New |
| Sentry Investment Management LLC | 2,609 | $356.0K | 0.09% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,618 | $357.0K | 0.00% | +1,018+63.6% | Added |
| Bridgecreek Investment Management, LLC | 2,625 | $358.0K | 0.05% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,628 | $359.0K | 0.29% | +74+2.9% | Added |
| Clear Perspective Advisors, LLC | 2,640 | $360.0K | 0.11% | +317+13.6% | Added |
| Brown Capital Management LLC | 2,656 | $363.0K | 0.00% | −235−8.1% | Reduced |
| TCTC Holdings, LLC | 2,657 | $363.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,657 | $363.0K | 0.27% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,659 | $363.0K | 0.02% | +2,659 | New |
| Absher Wealth Management, LLC | 2,664 | $364.0K | 0.06% | −6,557−71.1% | Reduced |
| Amplius Wealth Advisors, LLC | 2,676 | $365.0K | 0.05% | +2,676 | New |
| Enlightenment Research, LLC | 2,696 | $368.0K | 0.52% | −404−13.0% | Reduced |
| Ascent Wealth Partners, LLC | 2,700 | $369.0K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,700 | $369.0K | 0.89% | +2,700 | New |
| D.B. Root & Company, LLC | 2,716 | $370.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,720 | $371.0K | 0.06% | +1,227+82.2% | Added |
| WNY Asset Management, LLC | 2,733 | $373.0K | 0.11% | −144−5.0% | Reduced |
| Chicago Trust Co NA | 2,747 | $375.0K | 0.07% | +2,747 | New |
| Innovative Portfolios LLC | 2,761 | $377.0K | 2.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,770 | $378.0K | 0.01% | +111+4.2% | Added |
| NEXT Financial Group, Inc | 2,770 | $378.0K | 0.02% | +218+8.5% | Added |
| Washington Trust Bank | 2,772 | $378.0K | 0.04% | +518+23.0% | Added |
| Wesbanco Bank Inc | 2,791 | $381.0K | 0.01% | +439+18.7% | Added |
| Modera Wealth Management, LLC | 2,800 | $382.0K | 0.01% | +2,800 | New |
| Metis Global Partners, LLC | 2,796 | $382.0K | 0.11% | +2,796 | New |
| Optas, LLC | 2,817 | $385.0K | 0.11% | +45+1.6% | Added |
| Mountain Pacific Investment Advisers Inc | 2,833 | $387.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,831 | $387.0K | 0.03% | +71+2.6% | Added |
| Altavista Wealth Management, Inc. | 2,842 | $388.0K | 0.08% | −142−4.8% | Reduced |
| IHT Wealth Management, LLC | 2,852 | $389.0K | 0.03% | −68−2.3% | Reduced |
| Logan Capital Management Inc | 2,858 | $390.0K | 0.02% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,859 | $390.0K | 0.22% | +183+6.8% | Added |
| Citizens Financial Group Inc | 3,001 | $393.0K | 0.01% | +41+1.4% | Added |
| First Manhattan Co | 2,881 | $393.0K | 0.00% | +10.0% | Added |
| We Are One Seven, LLC | 2,881 | $393.0K | 0.04% | +2,881 | New |
| Country Club Trust Company, n.a. | 2,887 | $394.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,902 | $396.0K | 0.04% | +2,902 | New |
| Rossmore Private Capital | 2,915 | $398.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,923 | $399.0K | 0.01% | +2,225+318.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,933 | $400.0K | 0.11% | +11+0.4% | Added |
| Beacon Financial Strategies CORP | 2,943 | $401.7K | 0.34% | +22+0.8% | Added |
| Busey Wealth Management | 2,968 | $406.0K | 0.02% | +80+2.8% | Added |
| Baker Avenue Asset Management, LP | 2,981 | $407.0K | 0.02% | +2,981 | New |
| Puzo Michael J | 3,000 | $409.0K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,000 | $410.0K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,000 | $410.0K | 0.40% | +3,000 | New |
| SevenBridge Financial Group, LLC | 3,008 | $411.0K | 0.12% | −102−3.3% | Reduced |
| Greatmark Investment Partners, Inc. | 3,014 | $411.0K | 0.07% | 00.0% | Unchanged |
| Seeyond | 3,022 | $412.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,023 | $413.0K | 0.01% | +10.0% | Added |
| Rocky Mountain Advisers, LLC | 3,034 | $414.0K | 0.47% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,038 | $415.0K | 0.06% | −2,269−42.8% | Reduced |
| Tompkins Financial Corp | 3,053 | $417.0K | 0.07% | −100−3.2% | Reduced |
| Delta Investment Management, LLC | 3,054 | $417.0K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 3,058 | $418.0K | 0.08% | −68−2.2% | Reduced |
| Clark Capital Management Group, Inc. | 3,061 | $418.0K | 0.01% | +1,184+63.1% | Added |
| Sequoia Financial Advisors, LLC | 3,061 | $418.0K | 0.01% | +3,061 | New |
| Sargent Investment Group, LLC | 3,075 | $420.0K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,083 | $421.0K | 0.12% | −28−0.9% | Reduced |
| Proficio Capital Partners LLC | 3,091 | $422.0K | 0.06% | −76−2.4% | Reduced |
| One Charles Private Wealth Services, LLC | 3,094 | $422.0K | 0.24% | −3−0.1% | Reduced |
| Continuum Advisory, LLC | 3,088 | $422.0K | 0.09% | +57+1.9% | Added |
| Trust Asset Management LLC | 3,102 | $423.0K | 0.05% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,120 | $426.0K | 0.08% | −1,387−30.8% | Reduced |
| Ellevest, Inc. | 3,122 | $426.0K | 0.04% | +277+9.7% | Added |
| Alpha Omega Wealth Management LLC | 3,377 | $428.0K | 0.07% | −175−4.9% | Reduced |
| Calton & Associates, Inc. | 3,147 | $429.0K | 0.11% | −1,054−25.1% | Reduced |
| Ti-Trust, Inc | 3,144 | $429.0K | 0.38% | +3,144 | New |
| Quantamental Technologies LLC | 3,147 | $430.0K | 0.22% | −10,077−76.2% | Reduced |
| Key Financial Inc | 3,155 | $431.0K | 0.22% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,172 | $433.0K | 0.00% | −404−11.3% | Reduced |
| Round Table Services, LLC | 3,179 | $434.0K | 0.08% | +123+4.0% | Added |
| Jmac Enterprises LLC | 3,600 | $434.0K | 0.10% | +3,600 | New |
| Seaport Global Advisors, LLC | 3,176 | $434.0K | 0.60% | +3,176 | New |
| Oarsman Capital, Inc. | 3,185 | $435.0K | 0.17% | 00.0% | Unchanged |