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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 1,082 | $124.0K | 0.07% | +1+0.1% | Added |
| Endurance Wealth Management, Inc. | 1,089 | $125.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,128 | $129.2K | 0.01% | −93−7.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,150 | $131.0K | 0.00% | +200+21.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,145 | $131.2K | 0.13% | 00.0% | Unchanged |
| Tobam | 1,155 | $132.0K | 0.01% | +1,155 | New |
| CVA Family Office, LLC | 1,153 | $132.1K | 0.03% | +169+17.2% | Added |
| Blue Chip Partners, Inc. | 1,154 | $132.3K | 0.02% | −115,712−99.0% | Reduced |
| NVWM, LLC | 1,190 | $136.4K | 0.05% | −8−0.7% | Reduced |
| Caas Capital Management LP | 1,200 | $137.5K | 0.04% | −15,710−92.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,234 | $141.4K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,236 | $141.6K | 0.04% | +327+36.0% | Added |
| Goodman Advisory Group, LLC | 1,240 | $142.1K | 0.08% | −52−4.0% | Reduced |
| AdvisorNet Financial, Inc | 1,276 | $146.2K | 0.01% | −82−6.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,300 | $149.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,345 | $154.1K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,387 | $159.0K | 0.01% | +4+0.3% | Added |
| Tradition Wealth Management, LLC | 1,396 | $160.0K | 0.02% | +1,396 | New |
| Capital Advisors, Ltd. LLC | 1,406 | $161.0K | 0.03% | −2,021−59.0% | Reduced |
| Blume Capital Management, Inc. | 1,431 | $164.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,450 | $166.2K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 1,453 | $166.5K | 0.10% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,457 | $167.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,458 | $167.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,458 | $168.4K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,478 | $169.3K | 0.04% | +5+0.3% | Added |
| Financial Management Professionals, Inc. | 1,492 | $171.0K | 0.03% | +114+8.3% | Added |
| Smithfield Trust Co | 1,500 | $172.0K | 0.01% | −249−14.2% | Reduced |
| Hollencrest Capital Management | 1,512 | $173.3K | 0.02% | −18−1.2% | Reduced |
| O'Brien Wealth Partners LLC | 1,537 | $176.1K | 0.06% | −4−0.3% | Reduced |
| Creative Financial Designs Inc | 1,560 | $178.8K | 0.02% | +545+53.7% | Added |
| Duncker Streett & Co Inc | 1,595 | $182.7K | 0.04% | −981−38.1% | Reduced |
| Valley National Advisers Inc | 1,679 | $186.0K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,646 | $188.6K | 0.02% | +1,646 | New |
| Bank of New Hampshire | 1,662 | $190.4K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,685 | $192.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,725 | $197.7K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,800 | $198.0K | 0.08% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,750 | $200.5K | 0.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,750 | $200.5K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,756 | $201.2K | 0.02% | +1,756 | New |
| AlphaQ Advisors LLC | 1,761 | $201.8K | 0.17% | +1,761 | New |
| Indiana Trust & Investment Management CO | 1,764 | $202.1K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,767 | $202.4K | 0.02% | −284−13.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,777 | $203.6K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,783 | $204.3K | 0.11% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,793 | $205.6K | 0.02% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,800 | $206.3K | 0.02% | −200−10.0% | Reduced |
| Cornerstone Capital, Inc. | 1,800 | $206.3K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,800 | $206.3K | 0.01% | +1,800 | New |
| Mayflower Financial Advisors, LLC | 1,803 | $206.6K | 0.03% | −15−0.8% | Reduced |
| Legacy Advisors, LLC | 1,803 | $206.6K | 0.04% | +1,803 | New |
| OneAscent Financial Services LLC | 1,816 | $208.0K | 0.08% | −176−8.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,798 | $208.0K | 0.00% | +336+23.0% | Added |
| Independent Financial Group, LLC | 1,825 | $209.1K | 0.02% | +1,825 | New |
| Eqis Capital Management, Inc. | 1,827 | $209.3K | 0.02% | +1,827 | New |
| ARS Wealth Advisors Group, LLC | 1,833 | $210.1K | 0.04% | +55+3.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,842 | $211.1K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,845 | $211.4K | 0.03% | +105+6.0% | Added |
| S&CO Inc | 1,855 | $212.0K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,005 | $212.7K | 0.03% | +2,005 | New |
| RDA Financial Network | 1,860 | $213.1K | 0.10% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 1,863 | $213.5K | 0.16% | +1,863 | New |
| Kohmann Bosshard Financial Services, LLC | 1,865 | $213.7K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,139 | $213.9K | 0.01% | −4,809−48.3% | Reduced |
| Brookstone Capital Management | 1,957 | $214.4K | 0.00% | −18−0.9% | Reduced |
| Schwartz Investment Counsel Inc | 1,879 | $215.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,886 | $216.1K | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,886 | $216.2K | 0.06% | +1,886 | New |
| TCTC Holdings, LLC | 1,895 | $217.1K | 0.01% | +621+48.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,896 | $217.3K | 0.14% | +1,896 | New |
| Ethos Financial Group, LLC | 1,903 | $218.1K | 0.07% | +27+1.4% | Added |
| Dynamic Advisor Solutions LLC | 1,910 | $218.9K | 0.01% | −65−3.3% | Reduced |
| Columbia Asset Management | 9,297 | $219.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 1,915 | $219.0K | 0.19% | +127+7.1% | Added |
| International Assets Investment Management, LLC | 1,914 | $219.4K | 0.03% | −146−7.1% | Reduced |
| Searle & Co. | 2,000 | $219.7K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,921 | $220.0K | 0.03% | −1,155−37.5% | Reduced |
| KC Investment Advisors, LLC | 1,918 | $220.0K | 0.21% | −363−15.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,930 | $221.2K | 0.09% | −163−7.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,930 | $221.2K | 0.12% | +25+1.3% | Added |
| Perennial Investment Advisors, LLC | 1,931 | $221.3K | 0.04% | +1,931 | New |
| Virtus Investment Advisers, Inc. | 1,937 | $222.0K | 0.16% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,940 | $222.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,938 | $222.1K | 0.18% | +54+2.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,945 | $222.9K | 0.07% | −109−5.3% | Reduced |
| Arete Wealth Advisors, LLC | 1,950 | $223.0K | 0.02% | +1,950 | New |
| Glassman Wealth Services | 1,961 | $224.7K | 0.04% | −38−1.9% | Reduced |
| WD Rutherford LLC | 1,965 | $225.2K | 0.16% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,966 | $225.3K | 0.06% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,975 | $226.3K | 0.05% | −212−9.7% | Reduced |
| Empower Advisory Group, LLC | 2,042 | $227.3K | 0.00% | +2,042 | New |
| Investment Partners, Ltd. | 1,987 | $227.6K | 0.12% | +8+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 1,996 | $228.7K | 0.07% | −59−2.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,998 | $228.9K | 0.02% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 2,000 | $229.0K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,000 | $229.2K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $229.2K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $229.2K | 0.12% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,012 | $230.6K | 0.11% | −7−0.3% | Reduced |