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 |
|---|---|---|---|---|---|
| Hyperion Partners, LLC | 3,401 | $393.0K | 0.38% | +3,401 | New |
| Good Life Advisors, LLC | 3,404 | $393.4K | 0.05% | +9+0.3% | Added |
| Essex Savings Bank | 3,405 | $393.5K | 0.14% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,427 | $396.0K | 0.07% | −44−1.3% | Reduced |
| Rossmore Private Capital | 3,428 | $396.1K | 0.06% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,443 | $397.9K | 0.05% | +3,443 | New |
| West Family Investments, Inc. | 3,451 | $398.8K | 0.14% | +238+7.4% | Added |
| Smithbridge Asset Management Inc | 3,450 | $399.0K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,456 | $399.4K | 0.06% | −218−5.9% | Reduced |
| Principal Street Partners, LLC | 3,459 | $399.7K | 0.10% | −151−4.2% | Reduced |
| Ropes Wealth Advisors LLC | 3,460 | $399.8K | 0.07% | +197+6.0% | Added |
| Mattern Wealth Management LLC | 3,462 | $400.1K | 0.16% | +313+9.9% | Added |
| Leavell Investment Management, Inc. | 3,472 | $401.0K | 0.03% | −129−3.6% | Reduced |
| CAPROCK Group, Inc. | 3,493 | $403.7K | 0.04% | −268−7.1% | Reduced |
| Colonial River Wealth Management, LLC | 3,505 | $405.0K | 0.26% | −29−0.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,530 | $407.9K | 0.10% | +449+14.6% | Added |
| Maven Securities LTD | 3,547 | $409.9K | 0.08% | −3,212−47.5% | Reduced |
| Forum Financial Management, LP | 3,551 | $410.4K | 0.01% | +335+10.4% | Added |
| Ellevest, Inc. | 3,581 | $413.8K | 0.03% | −366−9.3% | Reduced |
| Associated Banc-Corp | 3,602 | $416.2K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,605 | $416.6K | 0.06% | +202+5.9% | Added |
| Navalign, LLC | 3,608 | $417.0K | 0.17% | −102−2.7% | Reduced |
| Trust Asset Management LLC | 3,613 | $417.5K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,614 | $418.0K | 0.02% | −1,271−26.0% | Reduced |
| Wintrust Investments LLC | 3,641 | $421.0K | 0.05% | −417−10.3% | Reduced |
| Clifford Group, LLC | 3,658 | $422.7K | 0.53% | +3,658 | New |
| IHT Wealth Management, LLC | 3,660 | $423.0K | 0.03% | −26−0.7% | Reduced |
| SageView Advisory Group, LLC | 3,675 | $424.7K | 0.03% | +3,675 | New |
| Quantamental Technologies LLC | 3,676 | $424.8K | 0.19% | +3,676 | New |
| IFP Advisors, Inc | 9,948 | $427.0K | 0.01% | +4,506+82.8% | Added |
| Cullen/Frost Bankers, Inc. | 3,718 | $429.7K | 0.01% | −163−4.2% | Reduced |
| Physicians Financial Services, Inc. | 3,752 | $434.0K | 0.20% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 3,771 | $436.0K | 0.01% | −121,275−97.0% | Reduced |
| Wharton Business Group, LLC | 3,774 | $436.0K | 0.03% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 3,815 | $440.9K | 0.09% | −150−3.8% | Reduced |
| FourThought Financial Partners, LLC | 3,827 | $442.3K | 0.06% | +3,827 | New |
| Roman Butler Fullerton & Co | 3,753 | $444.4K | 0.23% | −47−1.2% | Reduced |
| Costello Asset Management, INC | 3,850 | $444.9K | 0.40% | −8,227−68.1% | Reduced |
| Spirit of America Management Corp | 3,850 | $444.9K | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 3,852 | $445.0K | 0.03% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,853 | $445.3K | 0.02% | +3,853 | New |
| Clean Yield Group | 3,883 | $448.7K | 0.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,896 | $450.2K | 0.08% | +3,896 | New |
| Mission Wealth Management, LP | 3,898 | $450.5K | 0.02% | −393−9.2% | Reduced |
| Riverview Trust Co | 3,907 | $451.0K | 0.43% | −462−10.6% | Reduced |
| Successful Portfolios LLC | 3,902 | $451.0K | 0.29% | −40−1.0% | Reduced |
| Carderock Capital Management Inc | 3,902 | $451.0K | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,910 | $451.8K | 0.02% | −50−1.3% | Reduced |
| Cigna Investments Inc | 3,938 | $455.0K | 0.10% | +10.0% | Added |
| New Hampshire Trust | 3,946 | $456.0K | 0.12% | +3,946 | New |
| Assetmark, Inc | 3,949 | $456.3K | 0.00% | −7−0.2% | Reduced |
| Insight Advisors, LLC | 3,946 | $456.7K | 0.16% | −396−9.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,956 | $457.1K | 0.01% | +1,028+35.1% | Added |
| Segment Wealth Management, LLC | 3,981 | $460.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,984 | $460.4K | 0.09% | +61+1.6% | Added |
| Beck Mack & Oliver LLC | 4,000 | $462.2K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $462.2K | 0.29% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,021 | $465.0K | 0.04% | −15−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 4,051 | $466.2K | 0.11% | +503+14.2% | Added |
| Kelly Financial Services LLC | 4,035 | $466.3K | 0.25% | 00.0% | Unchanged |
| TFG Advisers LLC | 4,038 | $466.7K | 0.24% | +22+0.5% | Added |
| Capital Investment Advisory Services, LLC | 4,043 | $467.2K | 0.06% | −209−4.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,045 | $467.4K | 0.51% | −121−2.9% | Reduced |
| ProVise Management Group, LLC | 4,069 | $470.2K | 0.05% | +6+0.1% | Added |
| Pitti Group Wealth Management, LLC | 4,070 | $470.4K | 0.56% | +135+3.4% | Added |
| BKD Wealth Advisors, LLC | 4,078 | $471.3K | 0.02% | +348+9.3% | Added |
| Berkeley, Inc | 4,079 | $471.4K | 0.36% | +7+0.2% | Added |
| J.W. Cole Advisors, Inc. | 4,089 | $472.5K | 0.04% | +20.0% | Added |
| Paragon Private Wealth Management, LLC | 4,108 | $474.7K | 0.43% | +1,215+42.0% | Added |
| Studio Investment Management LLC | 4,113 | $475.3K | 0.15% | +333+8.8% | Added |
| Wahed Invest LLC | 4,134 | $477.7K | 0.25% | +463+12.6% | Added |
| Summit Trail Advisors, LLC | 4,163 | $481.1K | 0.02% | −438−9.5% | Reduced |
| Meridian Wealth Management, LLC | 4,164 | $481.2K | 0.05% | +4,164 | New |
| We Are One Seven, LLC | 4,182 | $483.3K | 0.05% | −105−2.4% | Reduced |
| Pitcairn Co | 4,185 | $483.6K | 0.05% | −4,811−53.5% | Reduced |
| Ifrah Financial Services, Inc. | 4,199 | $485.2K | 0.16% | −123−2.8% | Reduced |
| Montag A & Associates Inc | 4,200 | $485.4K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 4,203 | $485.7K | 0.01% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,205 | $486.0K | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,249 | $491.0K | 0.18% | +28+0.7% | Added |
| Romano Brothers and Company | 4,279 | $494.5K | 0.08% | +60+1.4% | Added |
| Pinnacle Bancorp, Inc. | 4,285 | $495.0K | 0.19% | −45−1.0% | Reduced |
| Jeppson Wealth Management, LLC | 4,315 | $498.6K | 0.21% | −75−1.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,368 | $504.8K | 0.14% | −226−4.9% | Reduced |
| Edgestream Partners, L.P. | 4,382 | $506.4K | 0.06% | +4,382 | New |
| McKinley Carter Wealth Services, Inc. | 4,389 | $507.2K | 0.04% | +479+12.3% | Added |
| Kanawha Capital Management LLC | 4,403 | $509.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,424 | $511.3K | 0.04% | +10.0% | Added |
| Girard Partners Ltd. | 4,436 | $512.7K | 0.06% | +126+2.9% | Added |
| Elevated Capital Advisors, LLC | 4,440 | $513.1K | 0.20% | +4,440 | New |
| NorthLanding Financial Partners, LLC | 4,476 | $517.0K | 0.37% | +17+0.4% | Added |
| Werlinich Asset Management, LLC | 4,500 | $520.0K | 0.48% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,512 | $521.4K | 0.01% | −1,765−28.1% | Reduced |
| Independence Bank of Kentucky | 4,555 | $526.0K | 0.24% | +9+0.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 4,560 | $527.0K | 0.28% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 4,572 | $528.0K | 0.60% | +121+2.7% | Added |
| Schmidt P J Investment Management Inc | 4,570 | $528.1K | 0.12% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $529.2K | 0.49% | – | New |
| Woodstock Corp | 4,584 | $529.7K | 0.07% | −24−0.5% | Reduced |
| Agf Management Ltd | 4,596 | $531.1K | 0.00% | +4,596 | New |