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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 6,028 | $823.0K | 0.00% | −1,972−24.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,081 | $830.0K | 0.36% | −402−6.2% | Reduced |
| Latitude Advisors, LLC | 6,152 | $840.0K | 0.23% | +529+9.4% | Added |
| Horizon Investments, LLC | 6,253 | $848.0K | 0.03% | +3,724+147.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,217 | $849.0K | 0.54% | −385−5.8% | Reduced |
| Martin Capital Partners, LLC | 6,223 | $849.0K | 0.40% | +62+1.0% | Added |
| Koshinski Asset Management, Inc. | 6,223 | $849.4K | 0.07% | −122−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 6,304 | $860.0K | 0.05% | +266+4.4% | Added |
| Boenning & Scattergood, Inc. | 6,321 | $863.0K | 0.14% | −205−3.1% | Reduced |
| Sawtooth Solutions, LLC | 6,360 | $868.0K | 0.10% | +3,637+133.6% | Added |
| AGF Investments LLC | 6,369 | $869.0K | 0.07% | +941+17.3% | Added |
| SFMG, LLC | 6,384 | $871.0K | 0.08% | +100+1.6% | Added |
| Tectonic Advisors LLC | 6,404 | $874.0K | 0.16% | +2,617+69.1% | Added |
| Symmetry Partners, LLC | 6,441 | $879.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,437 | $879.0K | 0.03% | +415+6.9% | Added |
| Ifrah Financial Services, Inc. | 6,449 | $880.0K | 0.24% | −4−0.1% | Reduced |
| E Fund Management Co., Ltd. | 6,520 | $890.0K | 0.03% | −338−4.9% | Reduced |
| Ziegler Capital Management, LLC | 6,534 | $892.0K | 0.03% | −110−1.7% | Reduced |
| Wealthspire Advisors, LLC | 6,549 | $894.0K | 0.02% | −295−4.3% | Reduced |
| Patten & Patten Inc | 6,556 | $895.0K | 0.06% | +20+0.3% | Added |
| OPSEU Pension Plan Trust Fund | 6,630 | $897.0K | 0.20% | +2,678+67.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,584 | $897.0K | 0.02% | +5,446+478.6% | Added |
| Coastal Investment Advisors, Inc. | 6,613 | $903.0K | 0.20% | −78−1.2% | Reduced |
| Cresset Asset Management, LLC | 6,645 | $907.0K | 0.01% | +697+11.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,652 | $908.0K | 0.30% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,660 | $909.0K | 0.03% | +58+0.9% | Added |
| Farmers & Merchants Investments Inc | 6,719 | $917.0K | 0.03% | −258−3.7% | Reduced |
| Sara-Bay Financial | 6,775 | $925.0K | 0.28% | −164−2.4% | Reduced |
| Qtron Investments LLC | 6,782 | $926.0K | 0.21% | 00.0% | Unchanged |
| Connolly Sarah T. | 6,786 | $926.0K | 0.52% | +475+7.5% | Added |
| Aevitas Wealth Management, Inc. | 6,827 | $932.0K | 0.56% | +8+0.1% | Added |
| Krane Funds Advisors LLC | 6,833 | $933.0K | 0.02% | −1,448−17.5% | Reduced |
| Range Financial Group LLC | 6,840 | $934.0K | 0.62% | −163−2.3% | Reduced |
| Balentine LLC | 6,842 | $934.0K | 0.03% | +3,748+121.1% | Added |
| Integrated Advisors Network LLC | 6,872 | $938.0K | 0.06% | −168−2.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,895 | $941.0K | 0.06% | −40−0.6% | Reduced |
| West Paces Advisors Inc. | 6,919 | $944.4K | 0.29% | −857−11.0% | Reduced |
| Chicago Partners Investment Group LLC | 8,036 | $952.0K | 0.07% | −51−0.6% | Reduced |
| Wolverine Trading, LLC | 7,018 | $958.0K | 0.01% | +454+6.9% | Added |
| ETF Managers Group, LLC | 7,029 | $959.0K | 0.02% | +333+5.0% | Added |
| Park National Corp | 7,167 | $978.0K | 0.04% | −14−0.2% | Reduced |
| Caxton Associates LP | 7,186 | $981.0K | 0.12% | +4,522+169.7% | Added |
| Wellington Management Group LLP | 7,215 | $985.0K | 0.00% | +43+0.6% | Added |
| Orion Portfolio Solutions, LLC | 7,218 | $985.0K | 0.03% | +362+5.3% | Added |
| FineMark National Bank & Trust | 7,297 | $996.0K | 0.04% | −751−9.3% | Reduced |
| Marietta Wealth Management, LLC | 7,323 | $1.00M | 0.20% | −24,075−76.7% | Reduced |
| Cigna Investments Inc | 7,324 | $1.00M | 0.08% | −2,516−25.6% | Reduced |
| Woodstock Corp | 7,328 | $1.00M | 0.10% | −11−0.1% | Reduced |
| Pacific Global Investment Management CO | 7,352 | $1.00M | 0.19% | −4−0.1% | Reduced |
| Tdam USA Inc. | 7,363 | $1.00M | 0.06% | −388−5.0% | Reduced |
| First Quadrant L P | 7,378 | $1.01M | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,400 | $1.01M | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,429 | $1.01M | 0.08% | −464−5.9% | Reduced |
| Verdence Capital Advisors LLC | 7,467 | $1.02M | 0.12% | −82−1.1% | Reduced |
| H. L. Ormond & Company, LLC | 8,444 | $1.02M | 1.20% | +8,444 | New |
| Arkadios Wealth Advisors | 7,503 | $1.02M | 0.14% | +1,232+19.6% | Added |
| Haverford Trust Co | 7,598 | $1.04M | 0.01% | −29−0.4% | Reduced |
| High Falls Advisors, Inc | 7,639 | $1.04M | 0.27% | +318+4.3% | Added |
| Granite Investment Partners, LLC | 7,648 | $1.04M | 0.03% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 7,645 | $1.04M | 0.66% | +7,645 | New |
| Coldstream Capital Management Inc | 7,664 | $1.05M | 0.03% | +2,873+60.0% | Added |
| Boston Research & Management Inc | 7,675 | $1.05M | 0.29% | −80−1.0% | Reduced |
| Mairs & Power Inc | 7,730 | $1.05M | 0.01% | +5,000+183.2% | Added |
| Girard Partners Ltd. | 7,799 | $1.06M | 0.12% | −4,426−36.2% | Reduced |
| Allworth Financial LP | 7,834 | $1.07M | 0.02% | +745+10.5% | Added |
| Carnegie Capital Asset Management, LLC | 7,932 | $1.08M | 0.04% | −6,044−43.2% | Reduced |
| Moors & Cabot, Inc. | 7,944 | $1.08M | 0.07% | +140+1.8% | Added |
| SeaCrest Wealth Management, LLC | 7,950 | $1.08M | 0.12% | −204−2.5% | Reduced |
| Powers Advisory Group, LLC | 8,047 | $1.10M | 0.77% | +8,047 | New |
| People's United Financial, Inc. | 8,107 | $1.11M | 0.03% | −1,664−17.0% | Reduced |
| SC&H Financial Advisors, Inc. | 8,153 | $1.11M | 0.61% | +8,153 | New |
| Lincoln National Corp | 8,156 | $1.11M | 0.02% | +1,304+19.0% | Added |
| TrimTabs Asset Management, LLC | 8,203 | $1.12M | 0.55% | +8,203 | New |
| Redpoint Investment Management Pty Ltd | 8,287 | $1.13M | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 8,286 | $1.13M | 0.07% | +8,286 | New |
| Trustmark National Bank Trust Department | 8,303 | $1.13M | 0.09% | +45+0.5% | Added |
| Old National Bancorp | 8,392 | $1.15M | 0.04% | −1,137−11.9% | Reduced |
| Harrison & Co Wealth Management, LLC | 8,411 | $1.15M | 0.97% | +8,411 | New |
| Capital International Inc | 8,421 | $1.15M | 0.01% | +273+3.4% | Added |
| Harbor Investment Advisory, LLC | 8,460 | $1.16M | 0.15% | −91−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,477 | $1.16M | 0.11% | +53+0.6% | Added |
| Chemung Canal Trust Co | 8,492 | $1.16M | 0.21% | +1,183+16.2% | Added |
| Segall Bryant & Hamill, LLC | 8,541 | $1.17M | 0.01% | −400−4.5% | Reduced |
| Valmark Advisers, Inc. | 8,590 | $1.17M | 0.02% | −85−1.0% | Reduced |
| RFG Advisory, LLC | 8,661 | $1.18M | 0.08% | −487−5.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 8,707 | $1.19M | 0.56% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 8,735 | $1.19M | 0.51% | −49−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 8,747 | $1.19M | 0.30% | +547+6.7% | Added |
| Boston Private Wealth LLC | 8,757 | $1.20M | 0.02% | −1,931−18.1% | Reduced |
| Confluence Wealth Services, Inc. | 8,866 | $1.21M | 0.39% | +8,866 | New |
| Two Sigma Securities, LLC | 8,906 | $1.22M | 0.24% | +8,906 | New |
| Cross Staff Investments Inc | 8,931 | $1.22M | 1.09% | +8,931 | New |
| Wambolt & Associates, LLC | 8,984 | $1.23M | 0.44% | −328−3.5% | Reduced |
| Asset Management Group, Inc. | 8,995 | $1.23M | 0.24% | +16+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,000 | $1.23M | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,039 | $1.23M | 0.01% | +166+1.9% | Added |
| Redmond Asset Management, LLC | 9,055 | $1.24M | 0.35% | −1,781−16.4% | Reduced |
| Regentatlantic Capital LLC | 9,082 | $1.24M | 0.03% | −346−3.7% | Reduced |
| King Luther Capital Management Corp | 9,097 | $1.24M | 0.01% | −931−9.3% | Reduced |
| Paloma Partners Management Co | 9,100 | $1.24M | 0.04% | +9,100 | New |