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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 4,590 | $526.0K | 0.56% | +18+0.4% | Added |
| KLR Investment Advisors, LLC | 4,596 | $526.7K | 0.46% | −1,259−21.5% | Reduced |
| Ossiam | 4,600 | $527.1K | 0.01% | +2,177+89.8% | Added |
| Point72 Asset Management, L.P. | 4,602 | $527.3K | 0.00% | +4,602 | New |
| Summit Wealth Partners, LLC | 4,609 | $528.1K | 0.14% | −96−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,614 | $528.7K | 0.04% | +525+12.8% | Added |
| Marble Harbor Investment Counsel, LLC | 4,628 | $530.3K | 0.07% | −250−5.1% | Reduced |
| Elevated Capital Advisors, LLC | 4,634 | $531.0K | 0.19% | +194+4.4% | Added |
| Burke & Herbert Bank & Trust Co | 4,652 | $533.1K | 0.39% | −200−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,674 | $535.6K | 0.01% | −25,313−84.4% | Reduced |
| Aureus Asset Management, LLC | 4,681 | $536.4K | 0.04% | −6,000−56.2% | Reduced |
| First National Corp | 4,704 | $539.0K | 0.13% | −183−3.7% | Reduced |
| Boothbay Fund Management, LLC | 4,731 | $542.1K | 0.02% | +1,949+70.1% | Added |
| Oak Thistle LLC | 4,750 | $544.3K | 0.32% | +4,750 | New |
| Live Oak Investment Partners | – | $547.6K | 0.48% | – | – |
| Linden Thomas Advisory Services, LLC | 4,804 | $550.5K | 0.14% | +1,457+43.5% | Added |
| HB Wealth Management, LLC | 4,805 | $550.6K | 0.01% | −332−6.5% | Reduced |
| Coldstream Capital Management Inc | 4,809 | $551.1K | 0.02% | −136−2.8% | Reduced |
| Moneta Group Investment Advisors LLC | 4,817 | $552.0K | 0.01% | +72+1.5% | Added |
| Truadvice, LLC | 5,029 | $552.5K | 0.22% | −70−1.4% | Reduced |
| Benjamin Edwards Inc | 4,870 | $558.0K | 0.14% | −15−0.3% | Reduced |
| Gsa Capital Partners LLP | 4,874 | $559.0K | 0.06% | +4,874 | New |
| West Paces Advisors Inc. | 4,888 | $560.1K | 0.17% | +44+0.9% | Added |
| Meyer Handelman Co | 4,900 | $561.5K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,900 | $561.5K | 0.01% | +1,850+60.7% | Added |
| Greytown Advisors Inc. | 4,908 | $562.4K | 0.29% | −631−11.4% | Reduced |
| Fiduciary Group LLC | 4,910 | $562.6K | 0.07% | −74−1.5% | Reduced |
| Parsec Financial Management, Inc. | 4,917 | $563.4K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,928 | $564.7K | 0.05% | +2,261+84.8% | Added |
| First PREMIER Bank | 4,937 | $565.0K | 0.16% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,981 | $565.5K | 0.09% | +997+25.0% | Added |
| Haverford Trust Co | 4,946 | $566.8K | 0.01% | +122+2.5% | Added |
| 3Chopt Investment Partners, LLC | 4,949 | $567.1K | 0.30% | +349+7.6% | Added |
| NTV Asset Management LLC | 4,950 | $567.2K | 0.11% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 4,979 | $570.5K | 0.32% | +107+2.2% | Added |
| Seelaus Asset Management LLC | 5,242 | $573.0K | 0.43% | −148−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,015 | $574.7K | 0.06% | −165−3.2% | Reduced |
| Ausdal Financial Partners, Inc. | 5,045 | $578.1K | 0.08% | −92−1.8% | Reduced |
| Family Firm, Inc. | 5,091 | $583.4K | 0.16% | +7+0.1% | Added |
| Saratoga Research & Investment Management | 5,093 | $583.6K | 0.03% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 5,130 | $587.8K | 0.08% | −21−0.4% | Reduced |
| Edgestream Partners, L.P. | 5,134 | $588.3K | 0.06% | +752+17.2% | Added |
| KRS Capital Management, LLC | 5,176 | $593.1K | 0.67% | −351−6.4% | Reduced |
| Tocqueville Asset Management L.P. | 5,184 | $594.0K | 0.01% | −125−2.4% | Reduced |
| Balentine LLC | 5,194 | $595.2K | 0.02% | −5,619−52.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,163 | $596.7K | 0.01% | 00.0% | Unchanged |
| Thomas White International Ltd | 5,212 | $597.2K | 0.13% | +52+1.0% | Added |
| CRA Financial Services, LLC | 5,233 | $599.6K | 0.18% | −300−5.4% | Reduced |
| Commerzbank Aktiengesellschaft | 5,234 | $600.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,239 | $600.4K | 0.04% | −60−1.1% | Reduced |
| Private Trust Co NA | 5,257 | $602.4K | 0.08% | +383+7.9% | Added |
| Banque Cantonale Vaudoise | 5,277 | $605.0K | 0.03% | 00.0% | Unchanged |
| Western Financial Corp | 5,295 | $606.7K | 0.43% | +350+7.1% | Added |
| Jmac Enterprises LLC | 5,300 | $607.3K | 0.15% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,657 | $609.0K | 0.03% | +519+10.1% | Added |
| Reynders McVeigh Capital Management, LLC | 5,342 | $612.0K | 0.04% | 00.0% | Unchanged |
| Connolly Sarah T. | 5,361 | $614.3K | 0.39% | −225−4.0% | Reduced |
| ETF Managers Group, LLC | 5,362 | $614.4K | 0.02% | +80+1.5% | Added |
| Prio Wealth Limited Partnership | 5,367 | $615.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,393 | $618.0K | 0.01% | +5,393 | New |
| Knowledge Leaders Capital, LLC | 5,402 | $619.0K | 0.82% | −6,840−55.9% | Reduced |
| Two Sigma Securities, LLC | 5,453 | $624.9K | 0.05% | +5,453 | New |
| Norris Perne & French LLP | 5,455 | $625.1K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,984 | $626.8K | 0.01% | −10,726−68.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,474 | $627.3K | 0.04% | +586+12.0% | Added |
| RW Investment Management LLC | 5,477 | $627.6K | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 5,480 | $628.0K | 0.01% | −1,089−16.6% | Reduced |
| Simplex Trading, LLC | 5,487 | $628.0K | 0.03% | +2,931+114.7% | Added |
| Marino, Stram & Associates LLC | 5,510 | $631.4K | 0.19% | +12+0.2% | Added |
| Ontario Teachers Pension Plan Board | 5,549 | $635.9K | 0.01% | −895−13.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,562 | $637.3K | 0.16% | −77−1.4% | Reduced |
| Trust Co of Virginia | 5,580 | $639.4K | 0.07% | −7−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,627 | $644.8K | 0.30% | −10.0% | Reduced |
| We Are One Seven, LLC | 5,629 | $645.0K | 0.04% | +1,447+34.6% | Added |
| Relative Value Partners Group, LLC | 5,653 | $646.1K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5,645 | $646.9K | 0.11% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,658 | $648.3K | 0.39% | +3,003+113.1% | Added |
| Agf Management Ltd | 5,664 | $649.0K | 0.00% | +1,068+23.2% | Added |
| Seneca Financial Advisors LLC | 5,679 | $650.8K | 0.42% | +5+0.1% | Added |
| Chesley Taft & Associates LLC | 5,700 | $653.2K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,731 | $656.8K | 0.03% | −442−7.2% | Reduced |
| Forza Wealth Management, LLC | 5,736 | $657.3K | 0.34% | +801+16.2% | Added |
| Schechter Investment Advisors, LLC | 5,779 | $662.2K | 0.06% | −355−5.8% | Reduced |
| Paragon Private Wealth Management, LLC | 5,801 | $664.7K | 0.56% | +1,693+41.2% | Added |
| Whittier Trust Co of Nevada Inc | 5,879 | $673.7K | 0.02% | +109+1.9% | Added |
| Central Trust Co | 5,880 | $673.8K | 0.02% | −5,096−46.4% | Reduced |
| Penn Davis McFarland Inc | 5,881 | $673.9K | 0.12% | −80−1.3% | Reduced |
| High Falls Advisors, Inc | 5,899 | $676.0K | 0.20% | +218+3.8% | Added |
| ING Groep NV | 5,953 | $682.2K | 0.01% | −1,548−20.6% | Reduced |
| TrimTabs Asset Management, LLC | 5,960 | $683.0K | 0.37% | +1,210+25.5% | Added |
| Jackson Creek Investment Advisors LLC | 6,024 | $690.0K | 0.29% | +1,063+21.4% | Added |
| Strong Tower Advisory Services | 6,063 | $694.8K | 0.37% | +257+4.4% | Added |
| Meeder Advisory Services, Inc. | 6,075 | $696.1K | 0.08% | −1,137−15.8% | Reduced |
| Terra Nova Asset Management LLC | 6,081 | $696.8K | 0.68% | +28+0.5% | Added |
| Lindbrook Capital, LLC | 6,088 | $697.6K | 0.08% | −189−3.0% | Reduced |
| Pacific Global Investment Management CO | 6,093 | $698.2K | 0.15% | −394−6.1% | Reduced |
| Fox Run Management, L.L.C. | 6,093 | $698.2K | 0.23% | +6,093 | New |
| Rise Advisors, LLC | 6,106 | $699.7K | 0.53% | +235+4.0% | Added |
| M&G Investment Management Ltd | 6,098 | $701.3K | 0.00% | −3,309−35.2% | Reduced |
| Integrated Advisors Network LLC | 6,121 | $701.4K | 0.04% | −2,779−31.2% | Reduced |