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 |
|---|---|---|---|---|---|
| 3Chopt Investment Partners, LLC | 4,600 | $531.6K | 0.29% | +4,600 | New |
| Empirical Asset Management, LLC | 6,559 | $532.8K | 0.56% | +3,095+89.3% | Added |
| Laurel Wealth Advisors, Inc. | 4,654 | $538.0K | 0.05% | +14+0.3% | Added |
| Proficio Capital Partners LLC | 4,656 | $538.0K | 0.10% | −56−1.2% | Reduced |
| South State Corp. | 4,659 | $538.4K | 0.05% | −489−9.5% | Reduced |
| Integrated Wealth Concepts LLC | 4,676 | $540.0K | 0.01% | +266+6.0% | Added |
| Summit Wealth Partners, LLC | 4,705 | $543.7K | 0.14% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 4,750 | $548.9K | 0.36% | −2,790−37.0% | Reduced |
| Moneta Group Investment Advisors LLC | 4,745 | $549.8K | 0.02% | +334+7.6% | Added |
| Ameritas Advisory Services, LLC | 4,764 | $550.5K | 0.03% | +1,275+36.5% | Added |
| Belpointe Asset Management LLC | 4,803 | $555.0K | 0.03% | +158+3.4% | Added |
| Haverford Trust Co | 4,824 | $557.5K | 0.01% | −324−6.3% | Reduced |
| West Paces Advisors Inc. | 4,844 | $559.8K | 0.18% | −297−5.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,852 | $561.0K | 0.42% | −160−3.2% | Reduced |
| Private Trust Co NA | 4,874 | $563.0K | 0.08% | −470−8.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 4,872 | $563.0K | 0.35% | −24−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,878 | $563.7K | 0.08% | 00.0% | Unchanged |
| First National Corp | 4,887 | $564.7K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,888 | $564.9K | 0.04% | +217+4.6% | Added |
| Benjamin Edwards Inc | 4,885 | $565.0K | 0.15% | −89−1.8% | Reduced |
| Meyer Handelman Co | 4,900 | $566.2K | 0.02% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 4,917 | $568.2K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 4,937 | $570.0K | 0.17% | +50+1.0% | Added |
| Forza Wealth Management, LLC | 4,935 | $570.3K | 0.38% | +4,935 | New |
| Western Financial Corp | 4,945 | $571.4K | 0.37% | +4,945 | New |
| Coldstream Capital Management Inc | 4,945 | $571.5K | 0.02% | +4,945 | New |
| NTV Asset Management LLC | 4,950 | $572.0K | 0.11% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,961 | $573.0K | 0.25% | +3,162+175.8% | Added |
| Fiduciary Group LLC | 4,984 | $576.0K | 0.08% | +117+2.4% | Added |
| Wealthsource Partners, LLC | 4,996 | $577.3K | 0.04% | +287+6.1% | Added |
| Patton Albertson Miller Group, LLC | 5,002 | $578.0K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,260 | $580.5K | 0.01% | +12+0.2% | Added |
| Sawtooth Solutions, LLC | 5,076 | $586.6K | 0.08% | −153−2.9% | Reduced |
| Family Firm, Inc. | 5,084 | $587.5K | 0.17% | +7+0.1% | Added |
| Legacy Financial Advisors, Inc. | 5,085 | $587.7K | 0.13% | +117+2.4% | Added |
| Saratoga Research & Investment Management | 5,093 | $588.5K | 0.03% | −8−0.2% | Reduced |
| HB Wealth Management, LLC | 5,137 | $593.6K | 0.01% | +1,407+37.7% | Added |
| Ausdal Financial Partners, Inc. | 5,137 | $593.7K | 0.09% | +881+20.7% | Added |
| Global Retirement Partners, LLC | 5,138 | $593.8K | 0.04% | +508+11.0% | Added |
| Nottingham Advisors, Inc. | 5,151 | $595.2K | 0.08% | +416+8.8% | Added |
| Thomas White International Ltd | 5,160 | $596.3K | 0.13% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,163 | $596.7K | 0.01% | −346−6.3% | Reduced |
| Wimmer Associates 1, LLC | 5,169 | $597.3K | 0.39% | −90−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,180 | $598.6K | 0.06% | −958−15.6% | Reduced |
| DuPont Capital Management Corp | 5,186 | $599.3K | 0.03% | −4,625−47.1% | Reduced |
| Lido Advisors, LLC | 5,214 | $602.6K | 0.01% | −15−0.3% | Reduced |
| Truadvice, LLC | 5,099 | $603.8K | 0.32% | +1,230+31.8% | Added |
| Commerzbank Aktiengesellschaft | 5,234 | $605.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,277 | $610.0K | 0.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 5,282 | $610.4K | 0.03% | +217+4.3% | Added |
| Clearstead Advisors, LLC | 5,299 | $612.4K | 0.05% | +887+20.1% | Added |
| Jmac Enterprises LLC | 5,300 | $612.5K | 0.17% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,309 | $613.5K | 0.01% | −150−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,342 | $617.0K | 0.05% | 00.0% | Unchanged |
| Baader Bank INC | 5,360 | $619.4K | 0.06% | −170−3.1% | Reduced |
| Prio Wealth Limited Partnership | 5,367 | $620.2K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,390 | $623.0K | 0.47% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,455 | $630.4K | 0.06% | 00.0% | Unchanged |
| RW Investment Management LLC | 5,477 | $632.9K | 0.25% | +5,477 | New |
| Marino, Stram & Associates LLC | 5,498 | $635.4K | 0.20% | +217+4.1% | Added |
| EPG Wealth Management LLC | 5,508 | $636.5K | 0.24% | +272+5.2% | Added |
| KRS Capital Management, LLC | 5,527 | $638.7K | 0.87% | +577+11.7% | Added |
| CRA Financial Services, LLC | 5,533 | $639.4K | 0.21% | −196−3.4% | Reduced |
| Greytown Advisors Inc. | 5,539 | $640.1K | 0.35% | −534−8.8% | Reduced |
| Fisher Asset Management, LLC | 5,544 | $641.0K | 0.00% | −916−14.2% | Reduced |
| Connolly Sarah T. | 5,586 | $645.5K | 0.44% | −1,050−15.8% | Reduced |
| Trust Co of Virginia | 5,587 | $645.6K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 5,628 | $650.4K | 0.34% | −669−10.6% | Reduced |
| Coastal Investment Advisors, Inc. | 5,639 | $651.7K | 0.16% | +161+2.9% | Added |
| Tompkins Financial Corp | 5,645 | $653.0K | 0.10% | +52+0.9% | Added |
| Relative Value Partners Group, LLC | 5,653 | $653.3K | 0.05% | +1,653+41.3% | Added |
| Seneca Financial Advisors LLC | 5,674 | $655.7K | 0.41% | +4+0.1% | Added |
| High Falls Advisors, Inc | 5,681 | $656.5K | 0.20% | −2,167−27.6% | Reduced |
| Chesley Taft & Associates LLC | 5,700 | $658.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,770 | $666.8K | 0.03% | −718−11.1% | Reduced |
| Strong Tower Advisory Services | 5,806 | $670.9K | 0.40% | +50+0.9% | Added |
| KLR Investment Advisors, LLC | 5,855 | $676.6K | 0.56% | +5,855 | New |
| Rise Advisors, LLC | 5,871 | $678.4K | 0.55% | +204+3.6% | Added |
| Penn Davis McFarland Inc | 5,961 | $689.0K | 0.14% | 00.0% | Unchanged |
| Kula Investments, LLC | 6,000 | $693.4K | 0.24% | +6,000 | New |
| Terra Nova Asset Management LLC | 6,053 | $699.5K | 0.73% | −226−3.6% | Reduced |
| Baldwin Investment Management, LLC | 6,085 | $703.2K | 0.13% | −50−0.8% | Reduced |
| Autumn Glory Partners, LLC | 6,104 | $705.4K | 0.38% | +6,104 | New |
| Schechter Investment Advisors, LLC | 6,134 | $708.8K | 0.06% | +343+5.9% | Added |
| Linscomb & Williams, Inc. | 6,173 | $713.4K | 0.04% | +442+7.7% | Added |
| Lindbrook Capital, LLC | 6,277 | $725.4K | 0.09% | +182+3.0% | Added |
| Darwin Advisors, LLC | 6,059 | $728.9K | 0.19% | +1,045+20.8% | Added |
| F3Logic, LLC | 6,308 | $729.4K | 0.15% | −868−12.1% | Reduced |
| Gallagher Benefit Services, Inc. | 6,308 | $729.4K | 0.15% | +6,308 | New |
| Everence Capital Management Inc | 6,324 | $731.0K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 6,393 | $738.8K | 0.22% | +642+11.2% | Added |
| Salvus Wealth Management, LLC | 6,405 | $740.2K | 0.68% | +36+0.6% | Added |
| Polaris Wealth Advisory Group, LLC | 6,192 | $741.1K | 0.06% | +82+1.3% | Added |
| Ontario Teachers Pension Plan Board | 6,444 | $744.7K | 0.01% | −83,496−92.8% | Reduced |
| STAR Financial Bank | 6,462 | $746.7K | 0.74% | +6,462 | New |
| Pacific Global Investment Management CO | 6,487 | $749.6K | 0.17% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,521 | $754.0K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 6,533 | $754.9K | 0.08% | +582+9.8% | Added |
| Fairfield, Bush & Co. | 6,540 | $755.8K | 0.50% | +775+13.4% | Added |
| Guyasuta Investment Advisors Inc | 6,562 | $758.3K | 0.06% | −260−3.8% | Reduced |