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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 2,023 | $231.8K | 0.43% | −507−20.0% | Reduced |
| Aries Wealth Management | 2,039 | $233.6K | 0.10% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,043 | $234.1K | 0.09% | +2+0.1% | Added |
| City State Bank | 2,063 | $236.0K | 0.14% | −60−2.8% | Reduced |
| Vigilare Wealth Management | 2,061 | $236.1K | 0.13% | +3+0.1% | Added |
| Meritage Group LP | 2,070 | $237.0K | 0.01% | +151+7.9% | Added |
| Family Legacy, Inc. | 2,070 | $237.2K | 0.10% | +250+13.7% | Added |
| Ledyard National Bank | 2,075 | $237.8K | 0.03% | −175−7.8% | Reduced |
| KFG Wealth Management, LLC | 2,177 | $237.8K | 0.16% | +2,177 | New |
| Emerald Advisors, LLC | 2,078 | $238.1K | 0.06% | +84+4.2% | Added |
| FLC Capital Advisors | 2,089 | $239.4K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,165 | $240.0K | 0.02% | −18−0.8% | Reduced |
| Sloy Dahl & Holst, LLC | 2,100 | $240.6K | 0.05% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,101 | $240.8K | 0.14% | +196+10.3% | Added |
| Syntax Advisors, LLC | 2,101 | $240.8K | 0.18% | +196+10.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,102 | $240.9K | 0.02% | +2,102 | New |
| Pinnacle Wealth Management Group, Inc. | 2,107 | $241.4K | 0.21% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,108 | $241.6K | 0.02% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,118 | $242.7K | 0.16% | +7+0.3% | Added |
| Beaumont Financial Advisors, LLC | 2,125 | $243.5K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,127 | $243.7K | 0.03% | +2,127 | New |
| Ingalls & Snyder LLC | 2,128 | $244.0K | 0.01% | +193+10.0% | Added |
| Lockerman Financial Group, Inc. | 2,140 | $245.2K | 0.68% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,151 | $246.5K | 0.02% | −15−0.7% | Reduced |
| Geller Advisors LLC | 2,152 | $246.6K | 0.04% | +65+3.1% | Added |
| BancorpSouth Bank | 2,155 | $246.9K | 0.02% | −102−4.5% | Reduced |
| Sentry Investment Management LLC | 2,154 | $247.0K | 0.10% | +43+2.0% | Added |
| WealthPLAN Partners, LLC | 2,157 | $247.2K | 0.03% | −499−18.8% | Reduced |
| KB Financial Partners, LLC | 2,177 | $249.0K | 0.07% | +282+14.9% | Added |
| Kidder Stephen W | 2,175 | $249.2K | 0.09% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,183 | $250.2K | 0.00% | −160−6.8% | Reduced |
| Essex Financial Services, Inc. | 2,188 | $250.8K | 0.03% | −34−1.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,197 | $251.8K | 0.05% | +2,197 | New |
| Busey Wealth Management | 2,204 | $252.6K | 0.01% | −38−1.7% | Reduced |
| Park Edge Advisors, LLC | 2,210 | $253.2K | 0.10% | 00.0% | Unchanged |
| CX Institutional | 2,269 | $253.8K | 0.01% | +96+4.4% | Added |
| Boston Financial Mangement LLC | 2,221 | $254.5K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,339 | $256.3K | 0.07% | −3,720−61.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,246 | $257.4K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,247 | $257.5K | 0.02% | 00.0% | Unchanged |
| Brown Capital Management LLC | 2,290 | $262.4K | 0.00% | −220−8.8% | Reduced |
| TCG Advisory Services, LLC | 2,298 | $263.3K | 0.06% | +2,298 | New |
| Financial Advisory Service, Inc. | 2,298 | $263.4K | 0.03% | +5+0.2% | Added |
| Notis-McConarty Edward | 2,300 | $263.6K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,301 | $263.7K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 2,305 | $264.1K | 0.02% | −725−23.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,308 | $264.5K | 0.04% | +498+27.5% | Added |
| Jacobi Capital Management LLC | 2,308 | $264.5K | 0.03% | +12+0.5% | Added |
| Sigma Investment Counselors Inc | 2,321 | $265.9K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,336 | $267.7K | 0.20% | +2+0.1% | Added |
| Colonial Trust Co | 2,341 | $268.3K | 0.07% | +9+0.4% | Added |
| Gray Wealth Management Inc. | 2,345 | $268.7K | 0.15% | −49−2.0% | Reduced |
| SkyView Investment Advisors, LLC | 2,351 | $269.0K | 0.06% | +346+17.3% | Added |
| Core Wealth Management, Inc. | 2,348 | $269.1K | 0.15% | −88−3.6% | Reduced |
| Loudon Investment Management, LLC | 2,350 | $269.3K | 0.19% | 00.0% | Unchanged |
| Aufman Associates Inc | 2,350 | $269.3K | 0.23% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,352 | $269.5K | 0.00% | −3,192−57.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,353 | $269.6K | 0.03% | +433+22.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,356 | $270.0K | 0.20% | +17+0.7% | Added |
| Cassia Capital Partners, LLC | 2,362 | $270.7K | 0.22% | −97−3.9% | Reduced |
| Keebeck Alpha, LP | 2,374 | $272.0K | 0.32% | +2,374 | New |
| Pettee Investors, Inc. | 2,375 | $272.2K | 0.13% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,385 | $273.0K | 0.17% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,385 | $273.3K | 0.03% | +2,385 | New |
| Powell Investment Advisors, LLC | 2,387 | $273.5K | 0.15% | +10.0% | Added |
| Opus Capital Group, LLC | 2,395 | $274.0K | 0.05% | −35−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,399 | $274.9K | 0.02% | −37−1.5% | Reduced |
| Fort, L.P. | 2,402 | $275.2K | 0.71% | −958−28.5% | Reduced |
| Johnson & White Wealth Management, LLC | 2,419 | $277.0K | 0.25% | +2,419 | New |
| Sargent Investment Group, LLC | 2,490 | $277.2K | 0.07% | +15+0.6% | Added |
| Stockman Wealth Management, Inc. | 2,448 | $280.5K | 0.06% | 00.0% | Unchanged |
| Fruth Investment Management | 2,466 | $282.0K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,477 | $284.0K | 0.01% | +123+5.2% | Added |
| Dohj, LLC | 2,484 | $284.7K | 0.14% | −624−20.1% | Reduced |
| Transform Wealth, LLC | 2,489 | $285.2K | 0.03% | −77−3.0% | Reduced |
| Proequities, Inc. | 2,491 | $285.4K | 0.02% | −881−26.1% | Reduced |
| Prelude Capital Management, LLC | 2,496 | $286.0K | 0.02% | +2,496 | New |
| Cahaba Wealth Management, Inc. | 2,502 | $286.7K | 0.03% | −73−2.8% | Reduced |
| Brady Family Wealth, LLC | 2,504 | $286.9K | 0.11% | −80−3.1% | Reduced |
| Insight Advisors, LLC | 2,520 | $288.7K | 0.07% | −1,426−36.1% | Reduced |
| Strategy Asset Managers LLC | 2,521 | $288.9K | 0.07% | −6,093−70.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,679 | $289.2K | 0.30% | +600+28.9% | Added |
| Country Club Bank | 2,550 | $289.5K | 0.02% | −337−11.7% | Reduced |
| Signature Wealth Management Group | 2,528 | $289.7K | 0.14% | −393−13.5% | Reduced |
| Sterling Investment Counsel, LLC | 2,530 | $289.9K | 0.17% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,533 | $290.3K | 0.03% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,535 | $290.5K | 0.09% | +190+8.1% | Added |
| Richwood Investment Advisors, LLC | 2,549 | $292.1K | 0.29% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,559 | $293.2K | 0.01% | −48,012−94.9% | Reduced |
| Simon Quick Advisors, LLC | 2,578 | $295.4K | 0.03% | +2,578 | New |
| Nwam LLC | 2,580 | $295.7K | 0.03% | +7+0.3% | Added |
| M Holdings Securities, Inc. | 2,604 | $297.0K | 0.03% | −12−0.5% | Reduced |
| First Foundation Advisors | 2,601 | $298.0K | 0.01% | +228+9.6% | Added |
| WNY Asset Management, LLC | 2,605 | $298.5K | 0.07% | −23−0.9% | Reduced |
| One Wealth Advisors, LLC | 2,610 | $299.1K | 0.07% | −83−3.1% | Reduced |
| Brighton Jones LLC | 2,614 | $299.5K | 0.02% | +27+1.0% | Added |
| Bridgecreek Investment Management, LLC | 2,625 | $300.8K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 2,635 | $301.9K | 0.03% | −160−5.7% | Reduced |
| Mechanics Financial Corp | 2,638 | $302.3K | 0.18% | −25−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,646 | $303.2K | 0.01% | −8,298−75.8% | Reduced |