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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 6,569 | $759.0K | 0.01% | +370+6.0% | Added |
| Farmers & Merchants Investments Inc | 6,622 | $765.2K | 0.03% | −32−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 6,647 | $768.1K | 0.05% | +126+1.9% | Added |
| Toroso Investments, LLC | 6,658 | $769.0K | 0.03% | −11,421−63.2% | Reduced |
| E Fund Management Co., Ltd. | 6,657 | $769.0K | 0.06% | −194−2.8% | Reduced |
| Sara-Bay Financial | 6,663 | $770.0K | 0.43% | −14−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 6,690 | $773.1K | 0.03% | +52+0.8% | Added |
| Signaturefd, LLC | 6,690 | $773.1K | 0.02% | −90−1.3% | Reduced |
| Range Financial Group LLC | 6,696 | $773.7K | 0.53% | +157+2.4% | Added |
| Jackson Wealth Management, LLC | 6,730 | $777.7K | 0.29% | −3,985−37.2% | Reduced |
| Wade G W & Inc | 6,740 | $779.0K | 0.03% | +592+9.6% | Added |
| Centennial Bank | 6,793 | $785.0K | 0.45% | +6,793 | New |
| FineMark National Bank & Trust | 6,796 | $785.3K | 0.04% | −225−3.2% | Reduced |
| Scott Investment Partners LLP | 6,800 | $786.0K | 1.90% | 00.0% | Unchanged |
| McDonald Partners LLC | 6,824 | $788.6K | 0.27% | +210+3.2% | Added |
| Bender Robert & Associates | 6,835 | $789.9K | 0.30% | −315−4.4% | Reduced |
| Heartland Bank & Trust Co | 6,853 | $791.9K | 0.58% | −565−7.6% | Reduced |
| Merit Financial Group, LLC | 6,854 | $792.1K | 0.03% | +2,066+43.1% | Added |
| LMG Wealth Partners, LLC | 6,715 | $795.2K | 0.26% | +6,715 | New |
| Virtus ETF Advisers LLC | 6,890 | $796.2K | 0.42% | +1,323+23.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,899 | $797.2K | 0.27% | −8−0.1% | Reduced |
| Lavaca Capital LLC | 6,915 | $799.1K | 0.32% | −85−1.2% | Reduced |
| Park National Corp | 6,946 | $802.7K | 0.04% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 6,999 | $808.8K | 0.29% | −4,315−38.1% | Reduced |
| Aevitas Wealth Management, Inc. | 7,000 | $808.9K | 0.48% | +1,020+17.1% | Added |
| Peapack Gladstone Financial Corp | 7,006 | $810.0K | 0.02% | +117+1.7% | Added |
| Ballentine Partners, LLC | 7,054 | $815.2K | 0.02% | −609−7.9% | Reduced |
| Verdence Capital Advisors LLC | 7,091 | $819.4K | 0.10% | +74+1.1% | Added |
| Paradigm Financial Partners, LLC | 7,008 | $823.1K | 0.24% | −570−7.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,152 | $826.5K | 0.01% | +24+0.3% | Added |
| Meeder Advisory Services, Inc. | 7,212 | $833.4K | 0.11% | +7,212 | New |
| Paloma Partners Management Co | 7,237 | $836.3K | 0.18% | +1,234+20.6% | Added |
| Claro Advisors LLC | 7,265 | $839.6K | 0.27% | +1,110+18.0% | Added |
| CIBC World Markets Inc. | 7,269 | $840.0K | 0.00% | −5,310−42.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,286 | $842.0K | 0.01% | +112+1.6% | Added |
| Qtron Investments LLC | 7,387 | $853.6K | 0.18% | −870−10.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,399 | $855.0K | 0.04% | −20−0.3% | Reduced |
| Park Place Capital Corp | 7,441 | $860.0K | 0.24% | +7,441 | New |
| Winton Group Ltd | 7,485 | $865.0K | 0.06% | +7,485 | New |
| ING Groep NV | 7,501 | $866.8K | 0.01% | −71,334−90.5% | Reduced |
| Pathstone Family Office, LLC | 15,710 | $868.4K | 0.02% | +8,624+121.7% | Added |
| Harrison & Co Wealth Management, LLC | 7,519 | $868.9K | 0.84% | −135−1.8% | Reduced |
| Nordwand Advisors, LLC | 7,549 | $872.4K | 0.11% | +7,549 | New |
| Boenning & Scattergood, Inc. | 6,395 | $873.0K | 0.14% | −150−2.3% | Reduced |
| Bard Financial Services, Inc. | 7,570 | $875.0K | 0.07% | +5,675+299.5% | Added |
| Venturi Wealth Management, LLC | 7,599 | $878.1K | 0.08% | +461+6.5% | Added |
| Segall Bryant & Hamill, LLC | 7,623 | $880.0K | 0.01% | +59+0.8% | Added |
| Koshinski Asset Management, Inc. | 7,633 | $882.1K | 0.09% | +497+7.0% | Added |
| Granite Investment Partners, LLC | 7,648 | $883.8K | 0.04% | −3,500−31.4% | Reduced |
| Boston Research & Management Inc | 7,675 | $886.0K | 0.27% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,575 | $892.8K | 0.05% | +4+0.1% | Added |
| Kapstone Financial Advisors LLC | 7,416 | $894.4K | 0.81% | +7,416 | New |
| Carnegie Capital Asset Management, LLC | 7,745 | $895.1K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 7,759 | $896.7K | 0.02% | −2,465−24.1% | Reduced |
| Sherbrooke Park Advisers LLC | 7,800 | $901.4K | 0.66% | +7,800 | New |
| Hilltop Holdings Inc. | 7,801 | $901.5K | 0.12% | +636+8.9% | Added |
| Martin Capital Partners, LLC | 7,808 | $902.0K | 0.37% | +327+4.4% | Added |
| Rehmann Capital Advisory Group | 7,882 | $910.9K | 0.09% | +123+1.6% | Added |
| Powers Advisory Group, LLC | 7,951 | $918.8K | 0.68% | +35+0.4% | Added |
| Choate Investment Advisors | 8,007 | $925.3K | 0.06% | +2,715+51.3% | Added |
| LMR Partners LLP | 8,016 | $926.3K | 0.02% | −8,638−51.9% | Reduced |
| Metis Global Partners, LLC | 8,024 | $927.3K | 0.08% | +2,150+36.6% | Added |
| BMS Financial Advisors, LLC | 8,029 | $927.8K | 0.62% | −140−1.7% | Reduced |
| Human Investing LLC | 8,060 | $931.4K | 0.24% | −929−10.3% | Reduced |
| Desjardins Global Asset Management Inc. | 8,099 | $935.0K | 0.15% | +674+9.1% | Added |
| MAI Capital Management | 8,123 | $938.7K | 0.02% | −1,383−14.5% | Reduced |
| Burney Co | 8,152 | $942.0K | 0.05% | −375−4.4% | Reduced |
| L.M. Kohn & Company | 8,181 | $945.4K | 0.44% | −52−0.6% | Reduced |
| Seven Eight Capital, LP | 8,205 | $948.2K | 0.25% | +8,205 | New |
| Confluence Wealth Services, Inc. | 8,277 | $956.5K | 0.25% | +93+1.1% | Added |
| Inceptionr LLC | 8,369 | $967.1K | 0.51% | +8,369 | New |
| Empirical Finance, LLC | 8,431 | $974.3K | 0.10% | +659+8.5% | Added |
| BCJ Capital Management, LLC | 8,436 | $974.9K | 0.10% | +853+11.2% | Added |
| Valmark Advisers, Inc. | 8,457 | $977.3K | 0.02% | −60−0.7% | Reduced |
| Hourglass Capital, LLC | 8,465 | $978.2K | 0.34% | −220−2.5% | Reduced |
| Allworth Financial LP | 8,469 | $978.7K | 0.01% | +739+9.6% | Added |
| Bleakley Financial Group, LLC | 8,563 | $989.5K | 0.04% | +8,563 | New |
| Wambolt & Associates, LLC | 8,570 | $990.3K | 0.38% | −117−1.3% | Reduced |
| AE Wealth Management LLC | 8,572 | $990.6K | 0.01% | −92−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 8,610 | $995.0K | 0.16% | +21+0.2% | Added |
| Strategy Asset Managers LLC | 8,614 | $995.0K | 0.25% | −191−2.2% | Reduced |
| Boston Private Wealth LLC | 8,622 | $996.4K | 0.01% | −1,955−18.5% | Reduced |
| Moors & Cabot, Inc. | 8,696 | $1.00M | 0.07% | +7+0.1% | Added |
| Horizon Investments, LLC | 8,771 | $1.01M | 0.03% | −545−5.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 8,807 | $1.02M | 0.60% | +100+1.1% | Added |
| Old National Bancorp | 8,882 | $1.03M | 0.03% | +5+0.1% | Added |
| Integrated Advisors Network LLC | 8,900 | $1.03M | 0.07% | −92−1.0% | Reduced |
| Cross Staff Investments Inc | 8,919 | $1.03M | 1.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,942 | $1.03M | 0.21% | +3,273+57.7% | Added |
| Access Financial Services, Inc. | 8,979 | $1.04M | 0.63% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 9,065 | $1.05M | 0.10% | +310+3.5% | Added |
| Rockland Trust Co | 9,136 | $1.06M | 0.07% | −684−7.0% | Reduced |
| AXS Investments LLC | 9,154 | $1.06M | 0.38% | +791+9.5% | Added |
| Asset Management Group, Inc. | 9,216 | $1.07M | 0.25% | +58+0.6% | Added |
| Covenant Asset Management, LLC | 9,222 | $1.07M | 0.38% | 00.0% | Unchanged |
| Howe & Rusling Inc | 9,241 | $1.07M | 0.13% | −2,614−22.0% | Reduced |
| US Asset Management LLC | 9,255 | $1.07M | 1.15% | +9,255 | New |
| Hills Bank & Trust Co | 9,278 | $1.07M | 0.16% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 9,370 | $1.08M | 0.45% | −360−3.7% | Reduced |
| Tiaa, FSB | 9,378 | $1.08M | 0.00% | −285−2.9% | Reduced |