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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 4,280 | $584.0K | 0.46% | +4,280 | New |
| TFG Advisers LLC | 4,283 | $585.0K | 0.26% | +18+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,298 | $586.0K | 0.04% | −2,100−32.8% | Reduced |
| South State Corp. | 4,361 | $596.0K | 0.05% | +862+24.6% | Added |
| Legacy Financial Advisors, Inc. | 4,375 | $597.0K | 0.14% | +229+5.5% | Added |
| Ritholtz Wealth Management | 4,382 | $598.0K | 0.04% | +2,288+109.3% | Added |
| Professional Advisory Services Inc | 4,400 | $601.0K | 0.08% | +195+4.6% | Added |
| Pinnacle Bancorp, Inc. | 4,480 | $612.0K | 0.22% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,500 | $614.3K | 0.45% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,536 | $619.0K | 0.00% | −217−4.6% | Reduced |
| Nottingham Advisors, Inc. | 4,537 | $619.0K | 0.07% | +20.0% | Added |
| Tocqueville Asset Management L.P. | 4,547 | $621.0K | 0.01% | −181−3.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,547 | $621.0K | 0.07% | −18−0.4% | Reduced |
| Pearl River Capital, LLC | 4,561 | $623.0K | 0.17% | −17,250−79.1% | Reduced |
| Peapack Gladstone Financial Corp | 4,611 | $629.0K | 0.01% | −78−1.7% | Reduced |
| Choate Investment Advisors | 4,631 | $632.0K | 0.04% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,640 | $633.0K | 0.31% | −50−1.1% | Reduced |
| Empirical Asset Management, LLC | 4,646 | $634.0K | 0.61% | +4,646 | New |
| Clearstead Advisors, LLC | 4,655 | $635.0K | 0.04% | −45−1.0% | Reduced |
| Essex Savings Bank | 4,658 | $636.0K | 0.22% | −133−2.8% | Reduced |
| Lido Advisors, LLC | 4,689 | $640.0K | 0.01% | +618+15.2% | Added |
| Buckhead Capital Management LLC | 4,702 | $642.0K | 0.14% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,724 | $645.0K | 0.15% | −203−4.1% | Reduced |
| Carderock Capital Management Inc | 4,748 | $648.0K | 0.16% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,751 | $648.0K | 0.56% | +4,751 | New |
| Fukoku Mutual Life Insurance Co | 4,760 | $650.0K | 0.05% | +150+3.3% | Added |
| Quantinno Capital Management LP | 4,848 | $662.0K | 0.12% | +4,848 | New |
| Ashfield Capital Partners, LLC | 4,854 | $663.0K | 0.04% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,878 | $666.0K | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,884 | $667.0K | 0.05% | −980−16.7% | Reduced |
| First PREMIER Bank | 4,887 | $667.0K | 0.17% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,892 | $668.0K | 0.07% | −100−2.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,896 | $668.0K | 0.01% | −145−2.9% | Reduced |
| Venture Visionary Partners LLC | 4,893 | $668.0K | 0.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,900 | $669.0K | 0.02% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 4,917 | $671.0K | 0.03% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 4,929 | $673.0K | 0.50% | −366−6.9% | Reduced |
| Summit X, LLC | 4,950 | $673.0K | 0.16% | +3+0.1% | Added |
| Claro Advisors LLC | 4,931 | $673.0K | 0.24% | +51+1.0% | Added |
| Roman Butler Fullerton & Co | 4,944 | $675.0K | 0.30% | +9+0.2% | Added |
| NTV Asset Management LLC | 4,950 | $676.0K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 4,958 | $677.0K | 0.27% | −453−8.4% | Reduced |
| Deseret Mutual Benefit Administrators | 4,965 | $678.0K | 0.11% | +98+2.0% | Added |
| Savant Capital, LLC | 4,974 | $679.0K | 0.02% | +292+6.2% | Added |
| Northcape Wealth Management, LLC | 4,988 | $681.0K | 0.23% | +4,988 | New |
| Burke & Herbert Bank & Trust Co | 5,012 | $684.0K | 0.40% | 00.0% | Unchanged |
| First National Corp | 5,021 | $685.0K | 0.15% | −223−4.3% | Reduced |
| New England Asset Management Inc | 5,029 | $686.0K | 0.01% | +1,320+35.6% | Added |
| Motive Wealth Advisors | 5,043 | $688.0K | 0.41% | −1,730−25.5% | Reduced |
| Central Trust Co | 5,057 | $690.0K | 0.02% | −205−3.9% | Reduced |
| Advisor OS, LLC | 5,076 | $693.0K | 0.14% | +405+8.7% | Added |
| Private Trust Co NA | 5,106 | $697.0K | 0.10% | −585−10.3% | Reduced |
| Desjardins Global Asset Management Inc. | 5,110 | $697.0K | 0.06% | +5,110 | New |
| Benjamin Edwards Inc | 5,137 | $701.0K | 0.23% | +572+12.5% | Added |
| Saratoga Research & Investment Management | 5,154 | $704.0K | 0.03% | −843−14.1% | Reduced |
| Thomas White International Ltd | 5,160 | $704.0K | 0.11% | 00.0% | Unchanged |
| MQS Management LLC | 5,174 | $706.0K | 1.13% | +5,174 | New |
| Trust Co of Virginia | 5,180 | $707.0K | 0.07% | −120−2.3% | Reduced |
| Pitti Group Wealth Management, LLC | 5,177 | $707.0K | 0.79% | +5,177 | New |
| Pasadena Private Wealth, LLC | 5,219 | $712.0K | 0.23% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 5,221 | $713.0K | 0.06% | +744+16.6% | Added |
| V Wealth Advisors LLC | 5,245 | $716.0K | 0.10% | +7+0.1% | Added |
| FourThought Financial, LLC | 5,264 | $719.0K | 0.09% | −422−7.4% | Reduced |
| DCM Advisors, LLC | 5,295 | $723.0K | 0.21% | +5,295 | New |
| Rise Advisors, LLC | 5,334 | $728.1K | 0.69% | +5,334 | New |
| IBM Retirement Fund | 5,351 | $730.0K | 0.09% | −3,699−40.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,353 | $731.0K | 0.04% | +16+0.3% | Added |
| Prio Wealth Limited Partnership | 5,377 | $734.0K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 5,402 | $737.0K | 0.02% | −178−3.2% | Reduced |
| Charter Research & Investment Group, Inc. | 5,440 | $743.0K | 0.58% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 5,450 | $744.0K | 0.09% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,455 | $745.0K | 0.06% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,470 | $747.0K | 0.41% | −200−3.5% | Reduced |
| Empirical Finance, LLC | 5,469 | $747.0K | 0.09% | +1,451+36.1% | Added |
| Chesley Taft & Associates LLC | 5,494 | $750.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,525 | $754.0K | 0.20% | −50−0.9% | Reduced |
| Advisors Capital Management, LLC | 5,528 | $755.0K | 0.02% | +2,810+103.4% | Added |
| Wimmer Associates 1, LLC | 5,569 | $760.0K | 0.41% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,571 | $760.0K | 0.12% | +5,320+2,119.5% | Added |
| Strong Tower Advisory Services | 5,631 | $769.0K | 0.41% | −181−3.1% | Reduced |
| Sterling Investment Counsel, LLC | 5,642 | $770.0K | 0.52% | +5,642 | New |
| KC Investment Advisors, LLC | 5,653 | $772.0K | 0.52% | −29−0.5% | Reduced |
| MAI Capital Management | 5,672 | $774.0K | 0.01% | +966+20.5% | Added |
| Greenleaf Trust | 5,681 | $775.0K | 0.01% | +1,544+37.3% | Added |
| Patton Albertson Miller Group, LLC | 5,685 | $776.0K | 0.13% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,704 | $779.0K | 0.24% | +519+10.0% | Added |
| CRA Financial Services, LLC | 5,729 | $782.0K | 0.23% | −53−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,729 | $782.0K | 0.02% | +133+2.4% | Added |
| Transform Wealth, LLC | 5,758 | $786.0K | 0.08% | −945−14.1% | Reduced |
| Banque Cantonale Vaudoise | 5,777 | $789.0K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 5,805 | $792.0K | 0.06% | −32−0.5% | Reduced |
| Rockland Trust Co | 5,874 | $802.0K | 0.05% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 5,881 | $803.0K | 0.14% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,890 | $804.0K | 0.14% | −1,382−19.0% | Reduced |
| Knowledge Leaders Capital, LLC | 5,900 | $805.0K | 0.59% | +5,900 | New |
| Change Path, LLC | 5,919 | $808.0K | 0.04% | +621+11.7% | Added |
| Seneca Financial Advisors LLC | 5,987 | $817.2K | 0.48% | +4+0.1% | Added |
| Salvus Wealth Management, LLC | 5,999 | $819.0K | 0.60% | +163+2.8% | Added |
| Linscomb & Williams, Inc. | 6,010 | $820.0K | 0.04% | −24−0.4% | Reduced |
| Montag A & Associates Inc | 6,025 | $822.0K | 0.04% | −20−0.3% | Reduced |