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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 2,658 | $304.6K | 0.05% | +2,658 | New |
| Baron Wealth Management LLC | 2,672 | $306.2K | 0.22% | +10+0.4% | Added |
| Charter Trust Co | 2,679 | $307.0K | 0.02% | −100−3.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,698 | $309.2K | 0.09% | +15+0.6% | Added |
| Summit X, LLC | 2,699 | $309.3K | 0.08% | −116−4.1% | Reduced |
| Ascent Wealth Partners, LLC | 2,700 | $309.4K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 2,703 | $309.7K | 0.02% | −463−14.6% | Reduced |
| Knightsbridge Asset Management, LLC | 2,739 | $314.0K | 0.05% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,750 | $315.1K | 0.15% | −100−3.5% | Reduced |
| Geneos Wealth Management Inc. | 2,775 | $318.0K | 0.02% | −374−11.9% | Reduced |
| One Capital Management, LLC | 2,806 | $321.5K | 0.02% | +2,806 | New |
| Mather Group, LLC. | 2,810 | $322.0K | 0.01% | −366−11.5% | Reduced |
| Quadrant Capital Group LLC | 2,813 | $322.3K | 0.03% | +130+4.8% | Added |
| Optas, LLC | 2,814 | $322.5K | 0.12% | +14+0.5% | Added |
| Atom Investors LP | 2,821 | $323.3K | 0.18% | +556+24.5% | Added |
| Mountain Pacific Investment Advisers Inc | 2,826 | $323.8K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,825 | $324.0K | 0.01% | −3−0.1% | Reduced |
| C M Bidwell & Associates Ltd | 2,831 | $324.4K | 0.25% | −58−2.0% | Reduced |
| Kinneret Advisory, LLC | 2,844 | $325.9K | 0.04% | −153−5.1% | Reduced |
| Pure Financial Advisors, Inc. | 2,847 | $326.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,848 | $326.4K | 0.03% | +2,848 | New |
| FourThought Financial Partners, LLC | 2,852 | $326.9K | 0.04% | −975−25.5% | Reduced |
| Valeo Financial Advisors, LLC | 2,853 | $326.9K | 0.02% | +494+20.9% | Added |
| West Family Investments, Inc. | 2,853 | $326.9K | 0.13% | −598−17.3% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,851 | $327.0K | 0.24% | −79−2.7% | Reduced |
| Davis R M Inc | 2,861 | $328.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,934 | $329.4K | 0.02% | −1,830−38.4% | Reduced |
| West Bancorporation Inc | 2,892 | $331.4K | 0.25% | −124−4.1% | Reduced |
| Chiron Investment Management, LLC | 2,904 | $332.8K | 0.06% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,916 | $334.1K | 0.14% | +228+8.5% | Added |
| Beacon Financial Strategies CORP | 2,921 | $334.7K | 0.29% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,948 | $337.8K | 0.21% | +2,948 | New |
| CAPROCK Group, Inc. | 2,953 | $338.4K | 0.03% | −540−15.5% | Reduced |
| Biltmore Family Office, LLC | 2,957 | $338.8K | 0.07% | −223−7.0% | Reduced |
| Greatmark Investment Partners, Inc. | 2,964 | $339.6K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 2,964 | $339.6K | 0.22% | +2,964 | New |
| First Manhattan Co | 2,977 | $341.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,997 | $343.4K | 0.01% | −721−19.4% | Reduced |
| Northeast Financial Consultants Inc | 3,000 | $343.8K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,000 | $344.0K | 0.02% | +3,000 | New |
| SevenBridge Financial Group, LLC | 3,008 | $344.7K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,043 | $348.7K | 0.01% | +338+12.5% | Added |
| Puzo Michael J | 3,050 | $349.5K | 0.12% | +50+1.7% | Added |
| Delta Investment Management, LLC | 3,054 | $350.0K | 0.10% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,057 | $350.0K | 0.05% | +55+1.8% | Added |
| Holderness Investments Co | 3,056 | $350.2K | 0.14% | −100−3.2% | Reduced |
| Mendel Money Management | 3,059 | $350.5K | 0.19% | +55+1.8% | Added |
| Rocky Mountain Advisers, LLC | 3,068 | $352.0K | 0.19% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,078 | $352.7K | 0.22% | −51−1.6% | Reduced |
| Jefferies Financial Group Inc. | 3,085 | $353.5K | 0.01% | −13,646−81.6% | Reduced |
| Renasant Bank | 3,105 | $355.8K | 0.28% | −111−3.5% | Reduced |
| Douglas Lane & Associates, LLC | 3,106 | $356.0K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,108 | $356.1K | 0.06% | +10.0% | Added |
| Moody National Bank Trust Division | 3,109 | $356.3K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,110 | $356.4K | 0.02% | −173−5.3% | Reduced |
| ICW Investment Advisors LLC | 3,113 | $356.8K | 0.20% | +154+5.2% | Added |
| Navalign, LLC | 3,129 | $358.6K | 0.15% | −479−13.3% | Reduced |
| Shell Asset Management Co | 3,133 | $359.0K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,144 | $360.3K | 0.34% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 3,162 | $362.3K | 0.09% | −8−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 3,165 | $362.7K | 0.01% | −46,379−93.6% | Reduced |
| Wealth Alliance | 3,166 | $362.8K | 0.06% | +144+4.8% | Added |
| Citizens Financial Group Inc | 3,172 | $363.5K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,182 | $364.6K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,188 | $365.3K | 0.23% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,204 | $367.1K | 0.19% | +282+9.7% | Added |
| Key Financial Inc | 3,213 | $368.2K | 0.13% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3,216 | $368.5K | 0.13% | +537+20.0% | Added |
| M. Kraus & Co | 3,221 | $369.1K | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,221 | $369.1K | 0.00% | −91−2.7% | Reduced |
| SRB Corp | 3,238 | $371.0K | 0.02% | +3,238 | New |
| Flagship Harbor Advisors, LLC | 3,239 | $371.1K | 0.03% | −35−1.1% | Reduced |
| Roberts Glore & Co Inc | 3,248 | $372.2K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 3,255 | $373.0K | 0.01% | −39,802−92.4% | Reduced |
| Lido Advisors, LLC | 3,274 | $375.2K | 0.01% | −1,940−37.2% | Reduced |
| Forum Financial Management, LP | 3,306 | $378.8K | 0.01% | −245−6.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,317 | $380.1K | 0.02% | +37+1.1% | Added |
| AMG National Trust Bank | 3,319 | $380.3K | 0.01% | +3,319 | New |
| Everence Capital Management Inc | 3,334 | $382.0K | 0.03% | −2,990−47.3% | Reduced |
| KCM Investment Advisors LLC | 3,342 | $383.0K | 0.02% | +150+4.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,349 | $383.8K | 0.00% | −59,004−94.6% | Reduced |
| Smithbridge Asset Management Inc | 3,350 | $384.0K | 0.10% | −100−2.9% | Reduced |
| Principal Street Partners, LLC | 3,358 | $384.8K | 0.10% | −101−2.9% | Reduced |
| Cooper Financial Group | 3,358 | $384.8K | 0.10% | +438+15.0% | Added |
| Penobscot Investment Management Company, Inc. | 3,360 | $385.0K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,363 | $385.4K | 0.05% | −80−2.3% | Reduced |
| Leavell Investment Management, Inc. | 3,369 | $386.0K | 0.03% | −103−3.0% | Reduced |
| Alera Investment Advisors, LLC | 3,371 | $386.3K | 0.09% | +8+0.2% | Added |
| Good Life Advisors, LLC | 3,406 | $390.3K | 0.05% | +2+0.1% | Added |
| Hyperion Partners, LLC | 3,414 | $391.2K | 0.35% | +13+0.4% | Added |
| Harvest Fund Management Co., Ltd | 3,418 | $392.0K | 0.09% | +1,316+62.6% | Added |
| Rossmore Private Capital | 3,428 | $392.8K | 0.06% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,431 | $393.0K | 0.03% | +130+3.9% | Added |
| Essex Savings Bank | 3,433 | $393.4K | 0.14% | +28+0.8% | Added |
| Consolidated Portfolio Review Corp | 3,436 | $393.7K | 0.11% | +3,436 | New |
| Washington Trust Bank | 3,437 | $393.8K | 0.04% | +172+5.3% | Added |
| Ambassador Advisors, LLC | 3,721 | $396.7K | 0.09% | +3,721 | New |
| Colonial River Wealth Management, LLC | 3,477 | $398.4K | 0.23% | −28−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 3,480 | $398.8K | 0.05% | +24+0.7% | Added |
| Catalyst Financial Partners LLC | 3,491 | $400.0K | 0.17% | +3,491 | New |