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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 9,391 | $1.09M | 0.08% | −70,368−88.2% | Reduced |
| Heritage Trust Co | 9,421 | $1.09M | 0.18% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 9,407 | $1.09M | 0.01% | −1,408−13.0% | Reduced |
| Bank of the West | 9,488 | $1.10M | 0.13% | +382+4.2% | Added |
| Cantor Fitzgerald, L. P. | 9,510 | $1.10M | 0.02% | +637+7.2% | Added |
| Csenge Advisory Group | 9,651 | $1.12M | 0.09% | −796−7.6% | Reduced |
| Vontobel Holding Ltd. | 9,798 | $1.12M | 0.01% | +3,692+60.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,745 | $1.13M | 0.60% | +237+2.5% | Added |
| Paradigm Asset Management Co LLC | 9,747 | $1.13M | 0.32% | +1,100+12.7% | Added |
| Bangor Savings Bank | 9,747 | $1.13M | 0.13% | −3,515−26.5% | Reduced |
| Jensen Investment Management Inc | 9,830 | $1.14M | 0.01% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 9,894 | $1.14M | 0.91% | +268+2.8% | Added |
| Marshall Financial Group LLC | 9,993 | $1.15M | 0.45% | +698+7.5% | Added |
| TCM Advisors, LLC | – | $1.16M | 1.20% | – | – |
| Ascent Group, LLC | 10,027 | $1.16M | 0.14% | −129−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,053 | $1.16M | 0.03% | −1,844−15.5% | Reduced |
| Freestone Capital Holdings, LLC | 10,067 | $1.16M | 0.05% | −9,594−48.8% | Reduced |
| Erste Asset Management GmbH | 10,000 | $1.16M | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 11,899 | $1.17M | 0.50% | +1,774+17.5% | Added |
| Syntal Capital Partners, LLC | 10,096 | $1.17M | 0.46% | +498+5.2% | Added |
| Douglass Winthrop Advisors, LLC | 10,121 | $1.17M | 0.03% | +200+2.0% | Added |
| Miracle Mile Advisors, LLC | 10,210 | $1.18M | 0.04% | −587−5.4% | Reduced |
| Zurich Insurance Group Ltd | 10,300 | $1.19M | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 10,327 | $1.19M | 0.03% | +278+2.8% | Added |
| Johnson Financial Group, Inc. | 10,360 | $1.20M | 0.09% | −517−4.8% | Reduced |
| Bradley Foster & Sargent Inc | 10,380 | $1.20M | 0.03% | +41+0.4% | Added |
| Brown Brothers Harriman & Co | 10,409 | $1.20M | 0.01% | +1,000+10.6% | Added |
| Redmond Asset Management, LLC | 10,416 | $1.20M | 0.43% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,426 | $1.21M | 0.04% | −1,444−12.2% | Reduced |
| Evercore Wealth Management, LLC | 10,460 | $1.21M | 0.03% | −134−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,471 | $1.21M | 0.05% | −89,330−89.5% | Reduced |
| East Coast Asset Management, LLC. | 10,495 | $1.21M | 0.61% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,540 | $1.22M | 0.20% | −91−0.9% | Reduced |
| Leisure Capital Management | 10,654 | $1.23M | 0.64% | −181−1.7% | Reduced |
| Independent Advisor Alliance | 10,658 | $1.23M | 0.15% | −794−6.9% | Reduced |
| Aureus Asset Management, LLC | 10,681 | $1.23M | 0.11% | −522−4.7% | Reduced |
| Parallel Advisors, LLC | 10,812 | $1.25M | 0.05% | +452+4.4% | Added |
| Balentine LLC | 10,813 | $1.25M | 0.04% | −1,156−9.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,561 | $1.26M | 0.14% | +403+4.0% | Added |
| Capstone Investment Advisors, LLC | 10,944 | $1.26M | 0.03% | +378+3.6% | Added |
| Central Trust Co | 10,976 | $1.27M | 0.04% | −2,252−17.0% | Reduced |
| Wedbush Securities Inc | 10,996 | $1.27M | 0.07% | +458+4.3% | Added |
| Fiduciary Trust Co | 11,249 | $1.30M | 0.03% | +246+2.2% | Added |
| Birch Capital Management, LLC | 11,266 | $1.30M | 0.90% | −1,690−13.0% | Reduced |
| Triasima Portfolio Management inc. | 11,275 | $1.30M | 0.10% | −13,387−54.3% | Reduced |
| Veritable, L.P. | 11,386 | $1.32M | 0.02% | +1,052+10.2% | Added |
| RFG Advisory, LLC | 11,129 | $1.32M | 0.07% | +297+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,479 | $1.33M | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,483 | $1.33M | 0.08% | +2,647+30.0% | Added |
| Matrix Trust Co | 11,513 | $1.33M | 0.34% | +1,300+12.7% | Added |
| First Business Financial Services, Inc. | 11,585 | $1.34M | 0.18% | +12+0.1% | Added |
| Resources Investment Advisors, LLC. | 11,655 | $1.35M | 0.04% | −1,141−8.9% | Reduced |
| Change Path, LLC | 11,653 | $1.35M | 0.07% | +3,682+46.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,684 | $1.35M | 0.20% | −29,669−71.7% | Reduced |
| Middleton & Co Inc | 11,702 | $1.35M | 0.20% | 00.0% | Unchanged |
| FORA Capital, LLC | 11,799 | $1.36M | 0.22% | −3,907−24.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,964 | $1.38M | 0.06% | −54−0.4% | Reduced |
| Advocate Group LLC | 11,970 | $1.38M | 0.30% | −2,372−16.5% | Reduced |
| Aspiriant, LLC | 12,079 | $1.40M | 0.07% | +7+0.1% | Added |
| Apollon Wealth Management, LLC | 12,095 | $1.40M | 0.10% | −571−4.5% | Reduced |
| Unigestion Holding SA | 12,026 | $1.40M | 0.07% | +6,093+102.7% | Added |
| Greenfield Savings Bank | 12,129 | $1.40M | 0.93% | −420−3.3% | Reduced |
| Panagora Asset Management Inc | 12,150 | $1.40M | 0.01% | −975−7.4% | Reduced |
| Synovus Financial Corp | 12,163 | $1.41M | 0.02% | +433+3.7% | Added |
| Ci Investments Inc. | 12,166 | $1.41M | 0.01% | +2,000+19.7% | Added |
| Knowledge Leaders Capital, LLC | 12,242 | $1.41M | 1.87% | +5,566+83.4% | Added |
| Ameritas Investment Partners, Inc. | 11,850 | $1.42M | 0.06% | −430−3.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,632 | $1.43M | 0.63% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,414 | $1.44M | 0.03% | +10.0% | Added |
| First Hawaiian Bank | 12,560 | $1.45M | 0.05% | −188−1.5% | Reduced |
| King Luther Capital Management Corp | 12,735 | $1.47M | 0.01% | +650+5.4% | Added |
| Pacer Advisors, Inc. | 12,805 | $1.48M | 0.01% | +1,302+11.3% | Added |
| Southeast Asset Advisors Inc. | 12,835 | $1.48M | 0.24% | −364−2.8% | Reduced |
| Wright Investors Service Inc | 12,835 | $1.48M | 0.43% | +319+2.5% | Added |
| Atwood & Palmer Inc | 12,887 | $1.49M | 0.13% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 12,976 | $1.50M | 0.40% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 13,043 | $1.51M | 1.11% | +32+0.2% | Added |
| Gladstone Institutional Advisory LLC | 13,108 | $1.51M | 0.11% | +5,684+76.6% | Added |
| Davenport & Co LLC | 13,123 | $1.52M | 0.01% | −414−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 13,128 | $1.52M | 0.04% | +2,371+22.0% | Added |
| Ashton Thomas Private Wealth, LLC | 13,131 | $1.52M | 0.15% | +387+3.0% | Added |
| SYSTM Wealth Solutions LLC | 13,212 | $1.53M | 0.19% | +13,212 | New |
| Dearborn Partners LLC | 13,234 | $1.53M | 0.06% | −539−3.9% | Reduced |
| Huntington National Bank | 13,258 | $1.53M | 0.02% | −731−5.2% | Reduced |
| CWM, LLC | 13,429 | $1.55M | 0.01% | −1,974−12.8% | Reduced |
| Veriti Management LLC | 13,447 | $1.55M | 0.21% | +93+0.7% | Added |
| Assenagon Asset Management S.A. | 13,489 | $1.56M | 0.01% | −166,105−92.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,561 | $1.57M | 0.24% | +239+1.8% | Added |
| Capital International Inc | 13,605 | $1.57M | 0.03% | −2,074−13.2% | Reduced |
| Anchor Investment Management, LLC | 13,622 | $1.57M | 0.23% | +100+0.7% | Added |
| Covenant Partners, LLC | 13,667 | $1.58M | 0.64% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 13,704 | $1.58M | 0.41% | +13,704 | New |
| Wetherby Asset Management Inc | 13,725 | $1.59M | 0.10% | −911−6.2% | Reduced |
| Advisor OS, LLC | 13,850 | $1.60M | 0.43% | +4,617+50.0% | Added |
| Quadrature Capital Ltd | 13,887 | $1.60M | 0.05% | −97,693−87.6% | Reduced |
| Arabesque Asset Management Ltd | 14,140 | $1.63M | 0.55% | −809−5.4% | Reduced |
| Allstate Corp | 14,143 | $1.63M | 0.05% | +95+0.7% | Added |
| Allstate Investment Management Co | 14,143 | $1.63M | 0.05% | +14,143 | New |
| MSH Capital Advisors LLC | 14,198 | $1.64M | 0.74% | +256+1.8% | Added |
| E. Ohman J:or Asset Management AB | 14,200 | $1.64M | 0.07% | −200−1.4% | Reduced |