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 |
|---|---|---|---|---|---|
| Graypoint LLC | 3,527 | $404.1K | 0.04% | +3,527 | New |
| Associated Banc-Corp | 3,536 | $405.2K | 0.02% | −66−1.8% | Reduced |
| Green Harvest Asset Management LLC | 3,539 | $405.5K | 0.02% | −314−8.1% | Reduced |
| Roman Butler Fullerton & Co | 3,757 | $405.5K | 0.20% | +4+0.1% | Added |
| Absher Wealth Management, LLC | 3,540 | $405.6K | 0.07% | +1,250+54.6% | Added |
| ProVise Management Group, LLC | 3,563 | $408.3K | 0.04% | −506−12.4% | Reduced |
| TRUE Private Wealth Advisors | 3,588 | $411.1K | 0.06% | −17−0.5% | Reduced |
| Quantamental Technologies LLC | 3,608 | $413.4K | 0.22% | −68−1.8% | Reduced |
| Symmetry Partners, LLC | 3,614 | $414.0K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,614 | $414.0K | 0.03% | +3,614 | New |
| McKinley Carter Wealth Services, Inc. | 3,617 | $414.5K | 0.03% | −772−17.6% | Reduced |
| Wintrust Investments LLC | 3,633 | $416.0K | 0.05% | −8−0.2% | Reduced |
| Empirical Asset Management, LLC | 3,638 | $416.9K | 0.40% | −2,921−44.5% | Reduced |
| Berkshire Asset Management LLC | 3,645 | $417.7K | 0.03% | +3,645 | New |
| Sequoia Financial Advisors, LLC | 3,648 | $418.0K | 0.01% | −308−7.8% | Reduced |
| Pitcairn Co | 3,649 | $418.1K | 0.04% | −536−12.8% | Reduced |
| EP Wealth Advisors, LLC | 8,442 | $419.0K | 0.01% | −19,837−70.1% | Reduced |
| SageView Advisory Group, LLC | 3,683 | $422.1K | 0.03% | +8+0.2% | Added |
| Ropes Wealth Advisors LLC | 3,694 | $423.3K | 0.08% | +234+6.8% | Added |
| New Hampshire Trust | 3,721 | $426.4K | 0.11% | −225−5.7% | Reduced |
| Phoenix Wealth Advisors | 3,724 | $426.7K | 0.26% | −17,291−82.3% | Reduced |
| HM Payson & Co | 3,733 | $427.8K | 0.01% | −470−11.2% | Reduced |
| Paloma Partners Management Co | 3,752 | $429.9K | 0.09% | −3,485−48.2% | Reduced |
| Clifford Group, LLC | 3,766 | $431.6K | 0.52% | +108+3.0% | Added |
| Wharton Business Group, LLC | 3,774 | $432.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 3,789 | $434.2K | 0.40% | −118−3.0% | Reduced |
| Carderock Capital Management Inc | 3,800 | $435.4K | 0.15% | −102−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 3,801 | $435.5K | 0.03% | +3,623+2,035.4% | Added |
| E Fund Management Co., Ltd. | 3,809 | $436.0K | 0.03% | −2,848−42.8% | Reduced |
| Chesapeake Asset Management LLC | 3,817 | $437.4K | 0.40% | +3,817 | New |
| Level Four Advisory Services, LLC | 3,821 | $437.8K | 0.03% | +1,233+47.6% | Added |
| Investment Management of Virginia LLC | 3,825 | $438.3K | 0.08% | +10+0.3% | Added |
| Foster & Motley Inc | 3,844 | $440.0K | 0.04% | +776+25.3% | Added |
| Berkeley, Inc | 3,840 | $440.1K | 0.32% | −239−5.9% | Reduced |
| Assetmark, Inc | 3,847 | $440.8K | 0.00% | −102−2.6% | Reduced |
| Spirit of America Management Corp | 3,850 | $441.2K | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 3,852 | $441.4K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,852 | $441.4K | 0.03% | +271+7.6% | Added |
| Merit Financial Group, LLC | 3,856 | $441.9K | 0.02% | −2,998−43.7% | Reduced |
| Cigna Investments Inc | 3,870 | $443.0K | 0.09% | −68−1.7% | Reduced |
| Clean Yield Group | 3,883 | $445.0K | 0.19% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,892 | $446.0K | 0.09% | +362+10.3% | Added |
| Successful Portfolios LLC | 3,894 | $446.3K | 0.28% | −8−0.2% | Reduced |
| Bridges Investment Management Inc | 3,910 | $448.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,918 | $448.9K | 0.03% | +258+7.0% | Added |
| Mission Wealth Management, LP | 3,924 | $449.7K | 0.02% | +26+0.7% | Added |
| OmniStar Financial Group, Inc. | 3,955 | $453.2K | 0.58% | +712+22.0% | Added |
| Girard Partners Ltd. | 3,964 | $454.3K | 0.05% | −472−10.6% | Reduced |
| Segment Wealth Management, LLC | 3,981 | $456.2K | 0.05% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,000 | $458.4K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $458.4K | 0.29% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,008 | $459.3K | 0.51% | −62−1.5% | Reduced |
| Meridian Wealth Management, LLC | 4,009 | $459.4K | 0.04% | −155−3.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,045 | $463.5K | 0.49% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,091 | $464.9K | 0.01% | −4,680−53.4% | Reduced |
| TFG Advisers LLC | 4,063 | $465.6K | 0.23% | +25+0.6% | Added |
| BKD Wealth Advisors, LLC | 4,079 | $467.4K | 0.02% | +10.0% | Added |
| Ifrah Financial Services, Inc. | 4,104 | $470.2K | 0.15% | −95−2.3% | Reduced |
| Wahed Invest LLC | 4,109 | $470.9K | 0.20% | −25−0.6% | Reduced |
| DuPont Capital Management Corp | 4,115 | $471.5K | 0.02% | −1,071−20.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,127 | $472.9K | 0.01% | +958+30.2% | Added |
| Physicians Financial Services, Inc. | 4,152 | $476.0K | 0.20% | +400+10.7% | Added |
| Kelly Financial Services LLC | 4,159 | $476.6K | 0.24% | +124+3.1% | Added |
| Schmidt P J Investment Management Inc | 4,420 | $476.7K | 0.10% | −150−3.3% | Reduced |
| STF Management LP | 4,183 | $479.3K | 0.32% | +1,776+73.8% | Added |
| Woodstock Corp | 4,194 | $480.6K | 0.06% | −390−8.5% | Reduced |
| Montag A & Associates Inc | 4,200 | $481.3K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,205 | $482.0K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 4,208 | $482.2K | 0.02% | +4,208 | New |
| ISAM Funds (UK) Ltd | 4,228 | $484.5K | 0.62% | +4,228 | New |
| Jeppson Wealth Management, LLC | 4,232 | $484.9K | 0.21% | −83−1.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,249 | $486.9K | 0.12% | −119−2.7% | Reduced |
| Court Place Advisors, LLC | 4,249 | $486.9K | 0.18% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,253 | $487.4K | 0.05% | −150−3.4% | Reduced |
| Patton Albertson Miller Group, LLC | 4,277 | $490.1K | 0.09% | −725−14.5% | Reduced |
| Romano Brothers and Company | 4,279 | $490.3K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,281 | $490.6K | 0.08% | +385+9.9% | Added |
| Pinnacle Bancorp, Inc. | 4,285 | $491.0K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,285 | $491.0K | 0.04% | +264+6.6% | Added |
| EHP Funds Inc. | 4,300 | $492.7K | 0.11% | −19,700−82.1% | Reduced |
| Studio Investment Management LLC | 4,349 | $498.4K | 0.15% | +236+5.7% | Added |
| Summit Trail Advisors, LLC | 4,357 | $499.3K | 0.02% | +194+4.7% | Added |
| Legacy Financial Advisors, Inc. | 4,367 | $500.5K | 0.10% | −718−14.1% | Reduced |
| CenterBook Partners LP | 4,368 | $500.5K | 0.07% | +4,368 | New |
| 180 Wealth Advisors, LLC | 4,375 | $501.3K | 0.12% | +324+8.0% | Added |
| PFG Investments, LLC | 4,384 | $502.4K | 0.10% | +4,384 | New |
| Capital Investment Advisory Services, LLC | 4,407 | $505.0K | 0.06% | +364+9.0% | Added |
| Venture Visionary Partners LLC | 4,425 | $507.1K | 0.03% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 4,456 | $510.6K | 0.07% | +4,456 | New |
| Wimmer Associates 1, LLC | 4,739 | $512.6K | 0.33% | −430−8.3% | Reduced |
| Northcape Wealth Management, LLC | 4,488 | $514.3K | 0.19% | +4,488 | New |
| NorthLanding Financial Partners, LLC | 4,497 | $515.3K | 0.36% | +21+0.5% | Added |
| FORA Capital, LLC | 4,502 | $515.9K | 0.05% | −7,297−61.8% | Reduced |
| Proficio Capital Partners LLC | 4,507 | $516.4K | 0.08% | −149−3.2% | Reduced |
| Belpointe Asset Management LLC | 4,543 | $520.6K | 0.03% | −260−5.4% | Reduced |
| Centennial Bank | 4,544 | $520.7K | 0.34% | −2,249−33.1% | Reduced |
| Wealthsource Partners, LLC | 4,550 | $521.4K | 0.04% | −446−8.9% | Reduced |
| Werlinich Asset Management, LLC | 4,550 | $521.4K | 0.46% | +50+1.1% | Added |
| Independence Bank of Kentucky | 4,555 | $522.0K | 0.23% | 00.0% | Unchanged |
| South State Corp. | 4,585 | $525.4K | 0.05% | −74−1.6% | Reduced |