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, Q1 2023
Institutional positions in Paychex Inc as of Mar 31, 2023. 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
- 1,434
- +9 vs. Q4 2022
- Shares held
- 263.6M
- +3.50M (+1.3%) vs. Q4 2022
- Total value
- $30.2B
- +$166.5M (+0.6%) vs. Q4 2022
- New holders
- 111
- 503 more added
- Sold out
- 102
- 567 more reduced
24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 246 | $28.2K | 0.02% | +2+0.8% | Added |
| Missouri Trust & Investment Co | 250 | $28.6K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 251 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 262 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 265 | $30.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 266 | $30.5K | 0.02% | +46+20.9% | Added |
| Hanson & Doremus Investment Management | 270 | $31.0K | 0.01% | −165−37.9% | Reduced |
| Evolution Advisers, Inc. | 275 | $31.0K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 979 | $31.0K | 0.01% | −1,021−51.1% | Reduced |
| Ogorek Anthony Joseph | 288 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 298 | $34.1K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 300 | $34.4K | 0.01% | −6−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $34.4K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 300 | $34.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 302 | $34.6K | 0.00% | −48−13.7% | Reduced |
| Cedar Mountain Advisors, LLC | 310 | $35.5K | 0.01% | +2+0.6% | Added |
| Atlantic Private Wealth, LLC | 311 | $35.7K | 0.04% | +311 | New |
| Cambridge Trust Co | 319 | $36.6K | 0.00% | +229+254.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 328 | $38.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 335 | $38.0K | 0.03% | +32+10.6% | Added |
| Foster Dykema Cabot & Co Inc | 335 | $38.0K | 0.00% | +335 | New |
| BerganKDV Wealth Management, LLC | 336 | $38.5K | 0.00% | +71+26.8% | Added |
| Atlantic Trust, LLC | 337 | $38.6K | 0.01% | +2+0.6% | Added |
| American National Bank | 341 | $39.1K | 0.01% | −28−7.6% | Reduced |
| Parkside Financial Bank & Trust | 343 | $39.3K | 0.01% | −122−26.2% | Reduced |
| American State Bank (Iowa) | 350 | $40.1K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 351 | $40.2K | 0.00% | +351 | New |
| Peoples Financial Services Corp. | 354 | $40.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 356 | $40.8K | 0.02% | +356 | New |
| Castleark Management LLC | 360 | $41.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 366 | $41.9K | 0.02% | −60−14.1% | Reduced |
| WR Wealth Planners, LLC | 375 | $43.0K | 0.02% | +188+100.5% | Added |
| Sittner & Nelson, LLC | 378 | $43.4K | 0.02% | +2+0.5% | Added |
| New England Capital Financial Advisors LLC | 382 | $43.8K | 0.03% | +2+0.5% | Added |
| Edge Capital Group, LLC | 391 | $44.8K | 0.00% | −4−1.0% | Reduced |
| Toth Financial Advisory Corp | 398 | $45.6K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 400 | $45.8K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 400 | $45.8K | 0.05% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 400 | $45.8K | 0.02% | +400 | New |
| Cary Street Partners Asset Management LLC | 413 | $47.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 423 | $48.5K | 0.01% | +3+0.7% | Added |
| DecisionPoint Financial, LLC | 424 | $48.6K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 429 | $49.2K | 0.03% | −10−2.3% | Reduced |
| Tradewinds Capital Management, LLC | 450 | $51.6K | 0.02% | −36−7.4% | Reduced |
| Sageworth Trust Co | 452 | $51.8K | 0.00% | −127−21.9% | Reduced |
| Credit Agricole S A | 460 | $52.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 460 | $52.7K | 0.01% | +49+11.9% | Added |
| Prestige Wealth Management Group LLC | 477 | $54.7K | 0.01% | −1−0.2% | Reduced |
| Central Bank & Trust Co | 502 | $57.5K | 0.01% | −176−26.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 503 | $57.6K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 510 | $58.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 506 | $58.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 505 | $58.0K | 0.02% | +505 | New |
| Householder Group Estate & Retirement Specialist, LLC | 506 | $58.0K | 0.02% | +506 | New |
| M&R Capital Management Inc | 520 | $59.6K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 530 | $60.7K | 0.02% | −1,500−73.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 532 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 532 | $61.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 535 | $61.3K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 575 | $62.1K | 0.02% | −255−30.7% | Reduced |
| Monetary Management Group Inc | 550 | $63.0K | 0.02% | −300−35.3% | Reduced |
| Sandy Spring Bank | 550 | $63.0K | 0.00% | −294−34.8% | Reduced |
| Quarry LP | 551 | $63.1K | 0.04% | +231+72.2% | Added |
| Fred Alger Management, LLC | 554 | $63.5K | 0.00% | −486−46.7% | Reduced |
| Stonebridge Capital Advisors LLC | 565 | $64.7K | 0.01% | −560−49.8% | Reduced |
| Colonial Trust Advisors | 571 | $65.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 595 | $68.2K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 596 | $68.3K | 0.01% | −4−0.7% | Reduced |
| CoreFirst Bank & Trust | 600 | $68.8K | 0.05% | −500−45.5% | Reduced |
| J.Safra Asset Management Corp | 609 | $69.8K | 0.01% | +609 | New |
| Barrett & Company, Inc. | 620 | $71.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 627 | $71.8K | 0.02% | −256−29.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 658 | $75.4K | 0.01% | +43+7.0% | Added |
| Mascoma Wealth Management LLC | 707 | $77.7K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 680 | $78.0K | 0.07% | +5+0.7% | Added |
| Loomis Sayles & Co L P | 693 | $79.0K | 0.00% | +211+43.8% | Added |
| Carmel Capital Partners, LLC | 705 | $80.8K | 0.05% | +705 | New |
| Hazlett, Burt & Watson, Inc. | 715 | $82.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 740 | $84.7K | 0.01% | +12+1.6% | Added |
| Raffa Wealth Management, LLC | 740 | $84.8K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 752 | $86.2K | 0.02% | −118−13.6% | Reduced |
| Armstrong Advisory Group, Inc | 777 | $89.0K | 0.01% | −79−9.2% | Reduced |
| PFG Private Wealth Management, LLC | 796 | $91.2K | 0.06% | +2+0.3% | Added |
| Concord Wealth Partners | 815 | $93.4K | 0.03% | −149−15.5% | Reduced |
| SOA Wealth Advisors, LLC. | 833 | $95.5K | 0.02% | +5+0.6% | Added |
| S.A. Mason LLC | 849 | $97.3K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 870 | $99.7K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 875 | $100.3K | 0.01% | −100−10.3% | Reduced |
| Field & Main Bank | 900 | $103.1K | 0.06% | −25−2.7% | Reduced |
| Heritage Wealth Advisors | 900 | $103.1K | 0.01% | +25+2.9% | Added |
| Boyd Watterson Asset Management LLC | 945 | $108.3K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 957 | $109.7K | 0.06% | −16−1.6% | Reduced |
| Archer Investment Corp | 968 | $110.9K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 991 | $113.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 995 | $114.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $114.6K | 0.07% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $114.6K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,000 | $114.6K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,018 | $116.7K | 0.01% | −38−3.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,024 | $117.4K | 0.02% | −563−35.5% | Reduced |