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.
| 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 2022
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legend Financial Advisors, Inc. | 230 | $26.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 230 | $26.6K | 0.02% | +230 | New |
| Heritage Wealth Management, LLC | 234 | $27.0K | 0.00% | +169+260.0% | Added |
| Beacon Capital Management, LLC | 241 | $27.9K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 244 | $28.0K | 0.02% | +244 | New |
| Red Tortoise LLC | 250 | $28.9K | 0.02% | +250 | New |
| Missouri Trust & Investment Co | 250 | $29.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 251 | $29.0K | 0.01% | +80+46.8% | Added |
| JFS Wealth Advisors, LLC | 258 | $29.8K | 0.00% | +12+4.9% | Added |
| Bogart Wealth, LLC | 262 | $30.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 265 | $30.6K | 0.00% | −225−45.9% | Reduced |
| BerganKDV Wealth Management, LLC | 265 | $30.6K | 0.00% | −2−0.7% | Reduced |
| Evolution Advisers, Inc. | 275 | $31.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 273 | $31.5K | 0.01% | −343−55.7% | Reduced |
| Catalyst Capital Advisors LLC | 281 | $32.5K | 0.00% | −6−2.1% | Reduced |
| Ogorek Anthony Joseph | 288 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 298 | $34.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $34.7K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 300 | $34.7K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 303 | $35.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 306 | $35.4K | 0.02% | −170−35.7% | Reduced |
| Cedar Mountain Advisors, LLC | 308 | $35.6K | 0.01% | +1+0.3% | Added |
| Quarry LP | 320 | $37.0K | 0.04% | +320 | New |
| Migdal Insurance & Financial Holdings Ltd. | 321 | $37.0K | 0.00% | −9−2.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 328 | $38.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 335 | $39.0K | 0.01% | +2+0.6% | Added |
| American State Bank (Iowa) | 350 | $40.4K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 350 | $40.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 350 | $40.5K | 0.01% | +44+14.4% | Added |
| Peoples Financial Services Corp. | 354 | $40.9K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 360 | $41.6K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 372 | $43.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 369 | $43.0K | 0.01% | −77−17.3% | Reduced |
| Sittner & Nelson, LLC | 376 | $43.4K | 0.03% | +3+0.8% | Added |
| New England Capital Financial Advisors LLC | 380 | $44.8K | 0.03% | +380 | New |
| Edge Capital Group, LLC | 395 | $45.6K | 0.00% | −171−30.2% | Reduced |
| Toth Financial Advisory Corp | 398 | $46.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 400 | $46.0K | 0.01% | −2,634−86.8% | Reduced |
| First Community Trust NA | 400 | $46.0K | 0.05% | 00.0% | Unchanged |
| RFP Financial Group LLC | 400 | $46.2K | 0.02% | +400 | New |
| Slocum, Gordon & Co LLP | 400 | $46.2K | 0.03% | +400 | New |
| Grove Bank & Trust | 411 | $47.0K | 0.01% | +411 | New |
| Cary Street Partners Asset Management LLC | 413 | $47.7K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 420 | $48.5K | 0.01% | +420 | New |
| DecisionPoint Financial, LLC | 424 | $49.0K | 0.03% | +424 | New |
| Eagle Bay Advisors LLC | 426 | $49.2K | 0.03% | +42+10.9% | Added |
| Hanson & Doremus Investment Management | 435 | $50.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 439 | $50.7K | 0.03% | +439 | New |
| Credit Agricole S A | 460 | $53.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 465 | $53.7K | 0.02% | −152−24.6% | Reduced |
| Prestige Wealth Management Group LLC | 478 | $55.2K | 0.01% | −21−4.2% | Reduced |
| First Personal Financial Services | 484 | $55.9K | 0.02% | −62−11.4% | Reduced |
| Loomis Sayles & Co L P | 482 | $56.0K | 0.00% | −69−12.5% | Reduced |
| Align Wealth Management, LLC | 500 | $56.1K | 0.05% | +500 | New |
| Tradewinds Capital Management, LLC | 486 | $56.2K | 0.03% | +36+8.0% | Added |
| Fortis Capital Advisors, LLC | 500 | $57.8K | 0.03% | +500 | New |
| Canton Hathaway, LLC | 506 | $58.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 503 | $58.1K | 0.01% | −200−28.4% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 510 | $59.0K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 520 | $60.1K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 525 | $60.7K | 0.00% | −21−3.8% | Reduced |
| Bartlett & Co. LLC | 532 | $61.0K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 530 | $61.2K | 0.02% | +530 | New |
| Bartlett & Co. Wealth Management LLC | 532 | $61.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 535 | $61.8K | 0.04% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 560 | $64.7K | 0.05% | +560 | New |
| Y.D. More Investments Ltd | 2,000 | $66.0K | 0.02% | +2,000 | New |
| Colonial Trust Advisors | 571 | $66.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 570 | $66.0K | 0.00% | +570 | New |
| Sageworth Trust Co | 579 | $67.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 595 | $68.8K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 600 | $69.3K | 0.01% | +269+81.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 615 | $71.1K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 615 | $71.1K | 0.00% | +615 | New |
| Barrett & Company, Inc. | 620 | $71.6K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 666 | $77.0K | 0.00% | −41,730−98.4% | Reduced |
| Strengthening Families & Communities, LLC | 675 | $78.0K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 678 | $78.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 707 | $81.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 715 | $83.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 728 | $84.1K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 740 | $85.5K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 794 | $92.0K | 0.06% | −9−1.1% | Reduced |
| SOA Wealth Advisors, LLC. | 828 | $95.6K | 0.03% | +1+0.1% | Added |
| Sandy Spring Bank | 844 | $97.5K | 0.01% | +275+48.3% | Added |
| S.A. Mason LLC | 849 | $98.1K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 850 | $98.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 856 | $98.9K | 0.01% | +856 | New |
| JJJ Advisors Inc. | 830 | $99.5K | 0.03% | −32−3.7% | Reduced |
| McIlrath & Eck, LLC | 870 | $100.5K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 870 | $100.5K | 0.05% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 872 | $100.8K | 0.11% | +872 | New |
| Heritage Wealth Advisors | 875 | $101.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 883 | $102.0K | 0.03% | +882+88,200.0% | Added |
| Farther Finance Advisors, LLC | 909 | $105.0K | 0.04% | +909 | New |
| Field & Main Bank | 925 | $106.9K | 0.07% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 935 | $108.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 945 | $109.2K | 0.05% | +945 | New |
| Harel Insurance Investments & Financial Services Ltd. | 950 | $110.0K | 0.00% | −17,866−95.0% | Reduced |
| Concord Wealth Partners | 964 | $111.4K | 0.03% | +964 | New |