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Livermore
Livermore
ZHEN

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 2022

Institutional positions in Paychex Inc as of Dec 31, 2022. 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
1,449
+54 vs. Q3 2022
Shares held
260.5M
+3.69M (+1.4%) vs. Q3 2022
Total value
$30.1B
+$1.24B (+4.3%) vs. Q3 2022
New holders
145
516 more added
Sold out
91
513 more reduced

33 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 1,449 institutions
Q1 2021: 1,226 institutionsQ2 2021: 1,242 institutionsQ3 2021: 1,286 institutionsQ4 2021: 1,442 institutionsQ1 2022: 1,442 institutionsQ2 2022: 1,412 institutionsQ3 2022: 1,428 institutionsQ4 2022: 1,449 institutionsQ1 2023: 1,434 institutionsQ2 2023: 1,419 institutionsQ3 2023: 1,447 institutionsQ4 2023: 1,511 institutionsQ1 2024: 1,531 institutionsQ2 2024: 1,519 institutionsQ3 2024: 1,546 institutionsQ4 2024: 1,639 institutionsQ1 2025: 1,704 institutionsQ2 2025: 1,675 institutionsQ3 2025: 1,620 institutionsQ4 2025: 1,591 institutionsQ1 2026: 1,515 institutionsQ2 2026: 1,535 institutions
Value heldQ4 2022: $30.1B
Q1 2021: $24.8BQ2 2021: $27.2BQ3 2021: $28.6BQ4 2021: $34.6BQ1 2022: $34.8BQ2 2022: $29.4BQ3 2022: $28.9BQ4 2022: $30.1BQ1 2023: $30.2BQ2 2023: $29.2BQ3 2023: $30.1BQ4 2023: $31.5BQ1 2024: $33.1BQ2 2024: $32.4BQ3 2024: $37.1BQ4 2024: $39.4BQ1 2025: $43.3BQ2 2025: $40.7BQ3 2025: $34.8BQ4 2025: $33.1BQ1 2026: $27.2BQ2 2026: $29.1B
Institutions holding PAYX and their total value by quarter
QuarterHoldersValue
Q2 20261,535$29.1B
Q1 20261,515$27.2B
Q4 20251,591$33.1B
Q3 20251,620$34.8B
Q2 20251,675$40.7B
Q1 20251,704$43.3B
Q4 20241,639$39.4B
Q3 20241,546$37.1B
Q2 20241,519$32.4B
Q1 20241,531$33.1B
Q4 20231,511$31.5B
Q3 20231,447$30.1B
Q2 20231,419$29.2B
Q1 20231,434$30.2B
Q4 20221,449$30.1B
Q3 20221,428$28.9B
Q2 20221,412$29.4B
Q1 20221,442$34.8B
Q4 20211,442$34.6B
Q3 20211,286$28.6B
Q2 20211,242$27.2B
Q1 20211,226$24.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2022.

Institutions holding PAYX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaMark Advisors, LLC1$00.00%00.0%Unchanged
Tfo-TDC, LLC5$840.00%+5New
DB Fitzpatrick & Co, Inc1$1160.00%00.0%Unchanged
WestEnd Advisors, LLC2$2310.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$3470.00%00.0%Unchanged
Atlas Capital Advisors LLC4$4620.00%−39−90.7%Reduced
Coastal Capital Group, Inc.4$5030.00%00.0%Unchanged
True Wealth Design, LLC5$5780.00%+5New
Transamerica Financial Advisors, Inc.9$1.00K0.00%+4+80.0%Added
Sierra Capital LLC10$1.00K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1.16K0.00%00.0%Unchanged
Highline Wealth Partners LLC11$1.27K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC11$1.27K0.00%+11New
Sofos Investments, Inc.116$1.35K0.01%+4+3.6%Added
Fiduciary Alliance LLC12$1.39K0.00%+12New
Longfellow Investment Management Co LLC18$2.08K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC19$2.20K0.00%+19New
Adirondack Retirement Specialists, Inc.21$2.43K0.00%00.0%Unchanged
Accel Wealth Management23$2.67K0.00%00.0%Unchanged
Copeland Capital Management, LLC29$3.00K0.00%00.0%Unchanged
Magnolia Capital Management Ltd25$3.00K0.00%+25New
Leonteq Securities AG28$3.24K0.00%+25+833.3%Added
Abound Wealth Management28$3.24K0.00%+3+12.0%Added
Delos Wealth Advisors, LLC31$3.58K0.01%00.0%Unchanged
Crewe Advisors LLC33$3.81K0.00%−132−80.0%Reduced
Aua Capital Management, LLC38$4.39K0.00%00.0%Unchanged
PSI Advisors, LLC43$4.97K0.00%00.0%Unchanged
Stephens Consulting, LLC44$5.08K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC49$5.66K0.00%+49New
Byrne Asset Management LLC50$5.78K0.00%00.0%Unchanged
Leelyn Smith, LLC52$5.98K0.00%−178−77.4%Reduced
Trust Co48$6.00K0.00%+48New
Schubert & Co53$6.13K0.01%−1−1.9%Reduced
Corrado Advisors, LLC55$6.36K0.00%+55New
Thomas J. Herzfeld Advisors, Inc.56$6.47K0.00%00.0%Unchanged
Zions Bancorporation, N.A.60$6.93K0.00%−146−70.9%Reduced
Fuller & Thaler Asset Management, Inc.64$7.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.60$7.00K0.00%00.0%Unchanged
Level Financial Advisors, Inc.62$7.00K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC61$7.05K0.00%+61New
Coppell Advisory Solutions Corp.61$7.05K0.00%+61New
Cornerstone Planning Group LLC66$7.63K0.00%+66New
Winch Advisory Services, LLC68$8.00K0.00%00.0%Unchanged
Creative Capital Management Investments LLC70$8.00K0.01%+70New
Truvestments Capital LLC75$8.67K0.00%+46+158.6%Added
Versant Capital Management, Inc76$8.78K0.00%00.0%Unchanged
PrairieView Partners, LLC80$9.00K0.00%+40+100.0%Added
Seldon Capital LP78$9.01K0.01%00.0%Unchanged
Evermay Wealth Management LLC80$9.24K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC80$9.24K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC82$9.48K0.00%−124−60.2%Reduced
NewSquare Capital LLC83$9.59K0.00%−700−89.4%Reduced
Column Capital Advisors, LLC84$9.71K0.00%00.0%Unchanged
Ancora Advisors, LLC81$10.0K0.00%−212−72.4%Reduced
Solstein Capital, LLC91$10.5K0.01%00.0%Unchanged
RWM Asset Management, LLC91$10.5K0.00%00.0%Unchanged
Cambridge Trust Co90$11.0K0.00%00.0%Unchanged
TSFG, LLC93$11.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.97$11.2K0.01%−106−52.2%Reduced
Blue Bell Private Wealth Management, LLC97$11.2K0.00%00.0%Unchanged
Castleview Partners, LLC97$11.3K0.01%+75+340.9%Added
EWG Elevate Inc.98$11.3K0.01%+98New
Norwood Financial Corp100$11.6K0.02%00.0%Unchanged
AllSquare Wealth Management LLC100$11.6K0.01%00.0%Unchanged
Dividend Assets Capital, LLC108$12.0K0.00%00.0%Unchanged
Kozak & Associates, Inc.103$12.0K0.01%+1+1.0%Added
Piscataqua Savings Bank113$13.1K0.01%00.0%Unchanged
Baillie Gifford & Co116$13.4K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC123$14.2K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC127$14.7K0.00%+99+353.6%Added
Hexagon Capital Partners LLC129$14.9K0.00%+20+18.3%Added
Tyler-Stone Wealth Management130$15.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC131$15.1K0.00%−88−40.2%Reduced
Sound Income Strategies, LLC138$15.9K0.00%−8−5.5%Reduced
Mendota Financial Group, LLC139$16.1K0.02%+139New
Larson Financial Group LLC140$16.1K0.00%+1+0.7%Added
Bell Investment Advisors, Inc149$17.2K0.00%−10−6.3%Reduced
West Oak Capital, LLC160$18.0K0.01%00.0%Unchanged
Founders Capital Management157$18.0K0.01%00.0%Unchanged
MCF Advisors LLC158$18.3K0.00%−240−60.3%Reduced
JDM Financial Group LLC162$18.7K0.02%+162New
Cedar Wealth Management, LLC167$19.3K0.01%00.0%Unchanged
Earnest Partners LLC168$19.4K0.00%00.0%Unchanged
My Personal CFO, LLC177$20.5K0.02%+177New
GHP Investment Advisors, Inc.178$20.6K0.00%00.0%Unchanged
WR Wealth Planners, LLC187$21.6K0.01%00.0%Unchanged
Gradient Investments LLC190$21.9K0.00%−222−53.9%Reduced
Highlander Capital Management, LLC200$23.0K0.01%00.0%Unchanged
Clear Investment Research, LLC197$23.0K0.04%00.0%Unchanged
First Command Bank200$23.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.200$23.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC199$23.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.200$23.1K0.01%00.0%Unchanged
Capital Management Associates204$23.6K0.03%+204New
Jones Financial Companies LLLP205$24.0K0.00%−537−72.4%Reduced
Thompson Siegel & Walmsley LLC220$25.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.217$25.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.220$25.4K0.01%+119+117.8%Added
Stuart Chaussee & Associates, Inc.220$25.4K0.01%00.0%Unchanged
MV Capital Management, Inc.229$26.5K0.00%+10+4.6%Added