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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 3,193 | $436.0K | 0.12% | −181−5.4% | Reduced |
| Assetmark, Inc | 3,204 | $437.0K | 0.00% | −33,493−91.3% | Reduced |
| WBH Advisory Inc | 3,219 | $439.0K | 0.05% | +10.0% | Added |
| M. Kraus & Co | 3,223 | $440.0K | 0.14% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 3,226 | $440.0K | 0.02% | +3,226 | New |
| Roberts Glore & Co Inc | 3,243 | $443.0K | 0.12% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 3,264 | $445.0K | 0.18% | −479−12.8% | Reduced |
| Graham Capital Management, L.P. | 3,268 | $446.0K | 0.02% | +3,268 | New |
| Vigilare Wealth Management | 3,285 | $448.0K | 0.26% | +53+1.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,288 | $449.0K | 0.24% | −100−3.0% | Reduced |
| Burleson & Company, LLC | 3,300 | $450.0K | 0.07% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,295 | $450.0K | 0.13% | +3,295 | New |
| CAPROCK Group, Inc. | 3,325 | $454.0K | 0.04% | +1,067+47.3% | Added |
| Good Life Advisors, LLC | 3,350 | $457.0K | 0.06% | +101+3.1% | Added |
| Holderness Investments Co | 3,356 | $458.0K | 0.14% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,355 | $458.0K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 3,361 | $459.0K | 0.01% | −8−0.2% | Reduced |
| Mather Group, LLC. | 3,392 | $463.0K | 0.01% | −5−0.1% | Reduced |
| Capital Advisors, Ltd. LLC | 3,410 | $465.0K | 0.08% | +4+0.1% | Added |
| Everence Capital Management Inc | 3,424 | $467.0K | 0.03% | −6,770−66.4% | Reduced |
| Truadvice, LLC | 3,869 | $468.0K | 0.44% | 00.0% | Unchanged |
| Dohj, LLC | 3,466 | $473.0K | 0.21% | −71−2.0% | Reduced |
| TRUE Private Wealth Advisors | 3,467 | $473.0K | 0.07% | −335−8.8% | Reduced |
| Conning Inc. | 3,469 | $474.0K | 0.01% | −158−4.4% | Reduced |
| Crescent Capital Consulting, LLC | 3,481 | $474.0K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,474 | $474.0K | 0.04% | +3,474 | New |
| Charter Trust Co | 3,481 | $475.0K | 0.04% | −49−1.4% | Reduced |
| Rehmann Capital Advisory Group | 3,500 | $477.8K | 0.04% | −570−14.0% | Reduced |
| Verition Fund Management LLC | 3,532 | $482.0K | 0.01% | −24,784−87.5% | Reduced |
| Principal Street Partners, LLC | 3,548 | $484.0K | 0.12% | +25+0.7% | Added |
| JSF Financial, LLC | 3,547 | $484.0K | 0.24% | +3,547 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3,570 | $487.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 16,081 | $490.0K | 0.10% | −11,544−41.8% | Reduced |
| Close Asset Management Ltd | 3,600 | $491.0K | 0.02% | −4,700−56.6% | Reduced |
| Smithbridge Asset Management Inc | 3,600 | $491.0K | 0.15% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,597 | $491.0K | 0.26% | +3,597 | New |
| Avantax Planning Partners, Inc. | 3,628 | $495.0K | 0.02% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,636 | $496.0K | 0.03% | +110+3.1% | Added |
| MJP Associates Inc | 3,685 | $496.0K | 0.15% | +185+5.3% | Added |
| Leavell Investment Management, Inc. | 3,645 | $498.0K | 0.03% | +325+9.8% | Added |
| Opus Capital Group, LLC | 3,664 | $500.0K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,670 | $501.0K | 0.07% | −60−1.6% | Reduced |
| Capital One Financial Corp | 3,674 | $501.0K | 0.06% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 4,242 | $503.0K | 0.18% | +158+3.9% | Added |
| Ameritas Advisory Services, LLC | 3,691 | $504.0K | 0.02% | +3,691 | New |
| Jump Financial, LLC | 3,726 | $508.0K | 0.03% | +3,726 | New |
| Exane Derivatives | 3,739 | $510.4K | 0.12% | +3,239+647.8% | Added |
| Clarius Group, LLC | 3,747 | $511.0K | 0.04% | +149+4.1% | Added |
| Physicians Financial Services, Inc. | 3,752 | $512.0K | 0.19% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,768 | $514.0K | 0.09% | +10+0.3% | Added |
| Moneta Group Investment Advisors LLC | 3,766 | $514.0K | 0.02% | +289+8.3% | Added |
| Wharton Business Group, LLC | 3,774 | $515.0K | 0.03% | +3,774 | New |
| Summit Wealth Partners, LLC | 3,791 | $517.5K | 0.11% | +5+0.1% | Added |
| Berkshire Asset Management LLC | 3,799 | $519.0K | 0.03% | −402−9.6% | Reduced |
| Spirit of America Management Corp | 3,850 | $526.0K | 0.11% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,856 | $526.0K | 0.29% | +3,856 | New |
| Studio Investment Management LLC | 3,859 | $527.0K | 0.19% | −1,089−22.0% | Reduced |
| EPG Wealth Management LLC | 3,870 | $528.0K | 0.19% | +209+5.7% | Added |
| Clean Yield Group | 3,883 | $530.0K | 0.18% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 3,905 | $530.0K | 0.09% | +3,905 | New |
| Sunbelt Securities, Inc. | 4,386 | $531.0K | 0.09% | −71−1.6% | Reduced |
| Pathstone Family Office, LLC | 3,835 | $534.0K | 0.01% | +866+29.2% | Added |
| Alethea Capital Management, LLC | 3,936 | $537.0K | 0.47% | +3,936 | New |
| Schmidt P J Investment Management Inc | 4,570 | $538.0K | 0.11% | −100−2.1% | Reduced |
| Nations Financial Group Inc, | 3,943 | $538.0K | 0.07% | −27−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 3,959 | $540.0K | 0.04% | −145−3.5% | Reduced |
| Bender Robert & Associates | 4,810 | $541.0K | 0.16% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,960 | $541.0K | 0.02% | −100−2.5% | Reduced |
| Investment Management of Virginia LLC | 3,960 | $541.0K | 0.09% | 00.0% | Unchanged |
| Riverview Trust Co | 3,978 | $543.0K | 0.32% | −670−14.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,978 | $543.0K | 0.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 4,003 | $546.0K | 0.04% | −25−0.6% | Reduced |
| Beck Mack & Oliver LLC | 4,000 | $546.0K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $546.0K | 0.32% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,000 | $546.0K | 0.04% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,014 | $548.0K | 0.04% | +10+0.2% | Added |
| Vontobel Holding Ltd. | 4,019 | $549.0K | 0.00% | −229−5.4% | Reduced |
| Capital Investment Advisory Services, LLC | 4,030 | $550.0K | 0.07% | −129−3.1% | Reduced |
| Kelly Financial Services LLC | 4,035 | $550.8K | 0.25% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,042 | $552.0K | 0.30% | −1,543−27.6% | Reduced |
| Associated Banc-Corp | 4,047 | $553.0K | 0.02% | +511+14.5% | Added |
| Berkeley, Inc | 4,053 | $553.2K | 0.37% | −194−4.6% | Reduced |
| ProVise Management Group, LLC | 4,063 | $555.0K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 4,064 | $555.0K | 0.03% | +1,440+54.9% | Added |
| Hurlow Wealth Management Group, Inc. | 6,387 | $558.0K | 0.44% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,101 | $560.0K | 0.10% | −11,929−74.4% | Reduced |
| HM Payson & Co | 4,103 | $560.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,115 | $563.0K | 0.01% | +464+12.7% | Added |
| Ausdal Financial Partners, Inc. | 4,128 | $564.0K | 0.08% | +4+0.1% | Added |
| Independence Bank of Kentucky | 4,155 | $567.0K | 0.23% | −1,350−24.5% | Reduced |
| Beacon Pointe Advisors, LLC | 4,156 | $567.0K | 0.01% | −675−14.0% | Reduced |
| Mission Wealth Management, LP | 4,156 | $567.0K | 0.03% | −11−0.3% | Reduced |
| Belpointe Asset Management LLC | 4,158 | $568.0K | 0.04% | −190−4.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,164 | $568.0K | 0.53% | +4,164 | New |
| Kolinsky Wealth Management, LLC | 4,187 | $572.0K | 0.53% | +4,187 | New |
| Cullen/Frost Bankers, Inc. | 4,200 | $573.0K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,221 | $576.0K | 0.16% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,228 | $577.0K | 0.06% | −33−0.8% | Reduced |
| Kanawha Capital Management LLC | 4,253 | $581.0K | 0.05% | −150−3.4% | Reduced |
| Roberts Capital Advisors, LLC | 4,266 | $582.0K | 0.54% | +4,266 | New |