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 |
|---|---|---|---|---|---|
| Burney Co | 9,156 | $1.25M | 0.05% | −175−1.9% | Reduced |
| Palumbo Wealth Management LLC | 9,184 | $1.25M | 0.79% | +372+4.2% | Added |
| Engineers Gate Manager LP | 9,252 | $1.26M | 0.06% | −4,719−33.8% | Reduced |
| Covenant Asset Management, LLC | 9,272 | $1.27M | 0.34% | −250−2.6% | Reduced |
| US Asset Management LLC | 9,415 | $1.28M | 1.23% | −9−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,452 | $1.29M | 0.06% | +201+2.2% | Added |
| Hills Bank & Trust Co | 9,496 | $1.30M | 0.18% | +43+0.5% | Added |
| Parallel Advisors, LLC | 9,561 | $1.30M | 0.05% | +806+9.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,576 | $1.31M | 0.06% | +428+4.7% | Added |
| Veritable, L.P. | 9,647 | $1.32M | 0.02% | −1,033−9.7% | Reduced |
| Waratah Capital Advisors Ltd. | 9,748 | $1.33M | 0.06% | +4,175+74.9% | Added |
| Jefferies Group LLC | 9,800 | $1.34M | 0.02% | +2,970+43.5% | Added |
| Greytown Advisors Inc. | 9,888 | $1.35M | 0.57% | −2,057−17.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,921 | $1.35M | 0.03% | −115−1.1% | Reduced |
| Proequities, Inc. | 9,947 | $1.36M | 0.08% | −267−2.6% | Reduced |
| Columbus Macro, LLC | 9,956 | $1.36M | 0.46% | −1,012−9.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,988 | $1.36M | 0.07% | +65+0.7% | Added |
| Stratos Wealth Partners, LTD. | 10,111 | $1.38M | 0.03% | +652+6.9% | Added |
| Thoroughbred Financial Services, LLC | 10,246 | $1.40M | 0.29% | +711+7.5% | Added |
| Sound View Wealth Advisors Group, LLC | 10,270 | $1.40M | 0.26% | +920+9.8% | Added |
| Bradley Foster & Sargent Inc | 10,396 | $1.42M | 0.03% | −566−5.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 10,567 | $1.43M | 0.07% | −308−2.8% | Reduced |
| Pinnacle Financial Partners Inc | 10,517 | $1.44M | 0.04% | −24−0.2% | Reduced |
| CWM, LLC | 10,566 | $1.44M | 0.01% | +10,566 | New |
| GeoWealth Management, LLC | 10,653 | $1.45M | 0.12% | +5,963+127.1% | Added |
| Dowling & Yahnke LLC | 10,684 | $1.46M | 0.07% | −2,976−21.8% | Reduced |
| Leisure Capital Management | 10,689 | $1.46M | 0.67% | +501+4.9% | Added |
| Toroso Investments, LLC | 10,696 | $1.46M | 0.04% | +1,169+12.3% | Added |
| Bangor Savings Bank | 10,719 | $1.46M | 0.14% | +1,026+10.6% | Added |
| TCM Advisors, LLC | 10,758 | $1.48M | 1.31% | +10,758 | New |
| Evercore Wealth Management, LLC | 10,830 | $1.48M | 0.02% | −50−0.5% | Reduced |
| Highview Capital Management LLC | 10,850 | $1.48M | 0.96% | +10,850 | New |
| Johnson Financial Group, Inc. | 10,894 | $1.49M | 0.09% | −3,136−22.4% | Reduced |
| Thomas Story & Son LLC | 10,900 | $1.49M | 0.58% | −3,795−25.8% | Reduced |
| Howe & Rusling Inc | 10,904 | $1.49M | 0.17% | −1,122−9.3% | Reduced |
| Forte Capital LLC | 10,899 | $1.49M | 0.19% | +46+0.4% | Added |
| CWS Financial Advisors, LLC | 10,912 | $1.49M | 0.52% | +10,912 | New |
| Human Investing LLC | 10,930 | $1.49M | 0.36% | −312−2.8% | Reduced |
| Kesler, Norman & Wride, LLC | 10,941 | $1.49M | 0.32% | −113−1.0% | Reduced |
| Dearborn Partners LLC | 10,961 | $1.50M | 0.05% | +486+4.6% | Added |
| East Coast Asset Management, LLC. | 11,019 | $1.50M | 0.33% | −300−2.7% | Reduced |
| Csenge Advisory Group | 13,998 | $1.52M | 0.14% | +156+1.1% | Added |
| Synovus Financial Corp | 11,137 | $1.52M | 0.02% | +1,117+11.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,032 | $1.55M | 0.65% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,366 | $1.55M | 0.08% | −473−4.0% | Reduced |
| Marshall Financial Group LLC | 11,378 | $1.55M | 0.57% | −468−4.0% | Reduced |
| STRS Ohio | 11,435 | $1.56M | 0.01% | +4,306+60.4% | Added |
| Ci Investments Inc. | 11,433 | $1.56M | 0.01% | −1,507−11.6% | Reduced |
| CoreCap Advisors, LLC | 11,506 | $1.57M | 0.11% | +11,506 | New |
| First Business Financial Services, Inc. | 11,549 | $1.58M | 0.17% | +141+1.2% | Added |
| Fiduciary Trust Co | 11,587 | $1.58M | 0.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 11,760 | $1.60M | 0.78% | +54+0.5% | Added |
| Oppenheimer Asset Management Inc. | 11,782 | $1.61M | 0.02% | −503−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 11,855 | $1.62M | 0.02% | −34,332−74.3% | Reduced |
| Aspiriant, LLC | 11,944 | $1.63M | 0.09% | +381+3.3% | Added |
| M&G Investment Management Ltd | 12,107 | $1.66M | 0.01% | −1,324−9.9% | Reduced |
| FORA Capital, LLC | 12,184 | $1.66M | 0.65% | +6,914+131.2% | Added |
| Kovitz Investment Group Partners, LLC | 17,899 | $1.67M | 0.04% | +1,075+6.4% | Added |
| HBK Sorce Advisory LLC | 12,236 | $1.67M | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,258 | $1.67M | 0.01% | −3,303−21.2% | Reduced |
| Ieq Capital, LLC | 12,308 | $1.68M | 0.04% | +476+4.0% | Added |
| Resources Investment Advisors, LLC. | 12,342 | $1.69M | 0.06% | +24+0.2% | Added |
| Point72 Hong Kong Ltd | 12,359 | $1.69M | 0.14% | −27,054−68.6% | Reduced |
| Capital Investment Advisors, LLC | 12,399 | $1.69M | 0.05% | −229−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 12,397 | $1.69M | 0.06% | +58+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 12,405 | $1.69M | 0.16% | +4,970+66.8% | Added |
| First Hawaiian Bank | 12,492 | $1.71M | 0.05% | +3,675+41.7% | Added |
| IVC Wealth Advisors LLC | 12,585 | $1.72M | 1.11% | −1,157−8.4% | Reduced |
| Veriti Management LLC | 12,591 | $1.72M | 0.22% | +569+4.7% | Added |
| IMS Capital Management | 12,698 | $1.73M | 0.89% | +416+3.4% | Added |
| Wright Investors Service Inc | 12,698 | $1.73M | 0.44% | +956+8.1% | Added |
| Acadian Asset Management LLC | 12,737 | $1.74M | 0.01% | +10,381+440.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,737 | $1.74M | 0.28% | +12,737 | New |
| Tredje AP-fonden | 12,750 | $1.74M | 0.03% | +12,750 | New |
| Atwood & Palmer Inc | 12,887 | $1.76M | 0.15% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 12,976 | $1.77M | 0.41% | −183−1.4% | Reduced |
| MSH Capital Advisors LLC | 13,025 | $1.78M | 0.80% | +13,025 | New |
| United Asset Strategies, Inc. | 13,060 | $1.78M | 0.21% | −339−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,074 | $1.78M | 0.00% | −122,886−90.4% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 13,173 | $1.80M | 0.53% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,350 | $1.82M | 0.19% | +3,779+39.5% | Added |
| GSB Wealth Management, LLC | 13,425 | $1.83M | 0.53% | −300−2.2% | Reduced |
| Access Financial Services, Inc. | 13,476 | $1.84M | 0.83% | −1,925−12.5% | Reduced |
| Darwin Advisors, LLC | 15,214 | $1.84M | 0.29% | +15,214 | New |
| Simplex Trading, LLC | 13,620 | $1.86M | 0.06% | +13,620 | New |
| Bollard Group LLC | 13,627 | $1.86M | 0.06% | −145−1.1% | Reduced |
| Covenant Partners, LLC | 13,667 | $1.87M | 0.69% | 00.0% | Unchanged |
| Fort, L.P. | 13,870 | $1.89M | 0.61% | −1,695−10.9% | Reduced |
| Huntington National Bank | 13,871 | $1.89M | 0.02% | −144−1.0% | Reduced |
| First City Capital Management, Inc. | 15,865 | $1.90M | 1.07% | −2,602−14.1% | Reduced |
| Exeter Financial, LLC | 15,030 | $1.90M | 1.04% | +94+0.6% | Added |
| American Portfolios Advisors | 14,142 | $1.93M | 0.07% | +78+0.6% | Added |
| Ossiam | 14,172 | $1.93M | 0.05% | +14,107+21,703.1% | Added |
| Gladstone Institutional Advisory LLC | 14,170 | $1.93M | 0.15% | +14,170 | New |
| Keebeck Wealth Management, LLC | 14,198 | $1.94M | 0.35% | +100+0.7% | Added |
| Anchor Investment Management, LLC | 14,247 | $1.94M | 0.24% | −200−1.4% | Reduced |
| Aureus Asset Management, LLC | 14,390 | $1.96M | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,419 | $1.97M | 0.01% | −665−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,438 | $1.97M | 0.04% | −107−0.7% | Reduced |
| Advisor Partners LLC | 14,455 | $1.97M | 0.12% | +514+3.7% | Added |