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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 6,200 | $710.5K | 0.13% | +115+1.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,208 | $711.0K | 0.00% | −1,078−14.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 6,234 | $714.4K | 0.05% | +42+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,231 | $714.5K | 0.06% | +6,231 | New |
| Jump Financial, LLC | 6,257 | $717.0K | 0.03% | +3,879+163.1% | Added |
| Sciencast Management LP | 6,806 | $723.9K | 0.96% | +6,806 | New |
| Qtron Investments LLC | 6,345 | $727.1K | 0.15% | −1,042−14.1% | Reduced |
| MAI Capital Management | 6,414 | $735.0K | 0.01% | −1,709−21.0% | Reduced |
| STAR Financial Bank | 6,462 | $740.5K | 0.72% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 6,512 | $746.2K | 0.60% | +107+1.7% | Added |
| Patten & Patten Inc | 6,521 | $747.2K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 6,524 | $747.5K | 0.08% | −9−0.1% | Reduced |
| Range Financial Group LLC | 6,527 | $747.9K | 0.49% | −169−2.5% | Reduced |
| Avidian Wealth Solutions, LLC | 6,557 | $751.3K | 0.04% | −90−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,562 | $751.9K | 0.06% | 00.0% | Unchanged |
| Sara-Bay Financial | 6,646 | $761.6K | 0.39% | −17−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 6,648 | $761.8K | 0.21% | −360−5.1% | Reduced |
| Capital Investment Advisors, LLC | 6,663 | $763.5K | 0.02% | −3,763−36.1% | Reduced |
| CIBC World Markets Inc. | 6,669 | $764.0K | 0.00% | −600−8.3% | Reduced |
| Savant Capital, LLC | 6,694 | $767.1K | 0.01% | +1,434+27.3% | Added |
| Quantitative Investment Management, LLC | 6,703 | $768.0K | 0.16% | +6,703 | New |
| MJP Associates Inc | 6,729 | $771.1K | 0.24% | +336+5.3% | Added |
| Ballentine Partners, LLC | 6,783 | $777.3K | 0.02% | −271−3.8% | Reduced |
| Boston Private Wealth LLC | 6,784 | $777.3K | 0.01% | −1,838−21.3% | Reduced |
| Segall Bryant & Hamill, LLC | 6,802 | $779.0K | 0.01% | −821−10.8% | Reduced |
| Scott Investment Partners LLP | 6,800 | $779.0K | 1.80% | 00.0% | Unchanged |
| Bender Robert & Associates | 6,835 | $783.2K | 0.24% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6,852 | $785.2K | 0.03% | +230+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,884 | $788.8K | 0.25% | −15−0.2% | Reduced |
| Wade G W & Inc | 6,902 | $791.0K | 0.03% | +162+2.4% | Added |
| Lavaca Capital LLC | 6,934 | $794.6K | 0.19% | +19+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,977 | $799.0K | 0.02% | −10,012−58.9% | Reduced |
| Peapack Gladstone Financial Corp | 6,985 | $800.0K | 0.02% | −21−0.3% | Reduced |
| Verdence Capital Advisors LLC | 7,059 | $808.8K | 0.10% | −32−0.5% | Reduced |
| McDonald Partners LLC | 7,059 | $808.9K | 0.26% | +235+3.4% | Added |
| Kapstone Financial Advisors LLC | 7,416 | $810.2K | 0.73% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,079 | $811.2K | 0.27% | +80+1.1% | Added |
| Oppenheimer Asset Management Inc. | 7,082 | $811.5K | 0.01% | −70−1.0% | Reduced |
| Park National Corp | 7,136 | $817.7K | 0.04% | +190+2.7% | Added |
| FineMark National Bank & Trust | 7,213 | $826.5K | 0.04% | +417+6.1% | Added |
| Clifford Swan Investment Counsel LLC | 7,249 | $830.7K | 0.03% | −150−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 7,493 | $830.9K | 0.05% | −82−1.1% | Reduced |
| Venturi Wealth Management, LLC | 7,322 | $839.0K | 0.07% | −277−3.6% | Reduced |
| Walleye Trading LLC | 7,360 | $843.4K | 0.03% | −14,749−66.7% | Reduced |
| Jackson Wealth Management, LLC | 7,366 | $844.1K | 0.63% | +636+9.5% | Added |
| Virtus ETF Advisers LLC | 7,396 | $847.5K | 0.47% | +506+7.3% | Added |
| LMG Wealth Partners, LLC | 7,415 | $849.7K | 0.27% | +700+10.4% | Added |
| Inceptionr LLC | 7,444 | $853.0K | 0.27% | −925−11.1% | Reduced |
| Kula Investments, LLC | 7,560 | $866.3K | 0.21% | +1,560+26.0% | Added |
| AlphaCore Capital LLC | 7,567 | $867.1K | 0.23% | +7,567 | New |
| Bard Financial Services, Inc. | 7,570 | $867.4K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 7,614 | $872.5K | 0.03% | −949−11.1% | Reduced |
| Sawtooth Solutions, LLC | 7,615 | $872.6K | 0.02% | +2,539+50.0% | Added |
| Miracle Mile Advisors, LLC | 7,621 | $873.3K | 0.03% | −2,589−25.4% | Reduced |
| Granite Investment Partners, LLC | 7,648 | $876.4K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 7,669 | $878.8K | 0.25% | +228+3.1% | Added |
| Boston Research & Management Inc | 7,675 | $879.0K | 0.26% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,722 | $884.9K | 0.26% | +457+6.3% | Added |
| Carnegie Capital Asset Management, LLC | 7,736 | $886.5K | 0.04% | −9−0.1% | Reduced |
| BMS Financial Advisors, LLC | 7,776 | $891.1K | 0.62% | −253−3.2% | Reduced |
| Hilltop Holdings Inc. | 7,821 | $896.2K | 0.12% | +20+0.3% | Added |
| Human Investing LLC | 7,874 | $902.3K | 0.22% | −186−2.3% | Reduced |
| Rehmann Capital Advisory Group | 7,883 | $903.4K | 0.08% | +10.0% | Added |
| L.M. Kohn & Company | 7,986 | $915.0K | 0.38% | −195−2.4% | Reduced |
| Powers Advisory Group, LLC | 7,987 | $915.2K | 0.64% | +36+0.5% | Added |
| Choate Investment Advisors | 8,007 | $917.5K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,072 | $925.0K | 0.14% | −538−6.2% | Reduced |
| Tiaa, FSB | 8,130 | $931.6K | 0.00% | −1,248−13.3% | Reduced |
| Burney Co | 8,152 | $934.1K | 0.05% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 8,172 | $936.0K | 0.39% | +364+4.7% | Added |
| Acadian Asset Management LLC | 8,204 | $937.0K | 0.00% | −32,888−80.0% | Reduced |
| Wambolt & Associates, LLC | 8,486 | $944.7K | 0.34% | −84−1.0% | Reduced |
| Desjardins Global Asset Management Inc. | 8,279 | $949.0K | 0.12% | +180+2.2% | Added |
| Lincoln National Corp | 8,329 | $954.4K | 0.02% | +570+7.3% | Added |
| Confluence Wealth Services, Inc. | 8,395 | $962.0K | 0.22% | +118+1.4% | Added |
| Trustmark National Bank Trust Department | 8,415 | $964.3K | 0.09% | −650−7.2% | Reduced |
| Koshinski Asset Management, Inc. | 8,429 | $965.9K | 0.09% | +796+10.4% | Added |
| V Wealth Advisors LLC | 8,551 | $979.9K | 0.18% | −391−4.4% | Reduced |
| Moors & Cabot, Inc. | 8,556 | $980.4K | 0.07% | −140−1.6% | Reduced |
| Change Path, LLC | 8,593 | $985.0K | 0.05% | −3,060−26.3% | Reduced |
| Ci Investments Inc. | 8,635 | $990.0K | 0.00% | −3,531−29.0% | Reduced |
| Toroso Investments, LLC | 8,640 | $990.0K | 0.03% | +1,982+29.8% | Added |
| Landscape Capital Management, L.L.C. | 8,656 | $991.9K | 0.14% | −36,523−80.8% | Reduced |
| Old National Bancorp | 8,669 | $993.4K | 0.03% | −213−2.4% | Reduced |
| Chemung Canal Trust Co | 8,718 | $999.0K | 0.23% | −45,372−83.9% | Reduced |
| Covenant Asset Management, LLC | 8,798 | $1.01M | 0.33% | −424−4.6% | Reduced |
| Marshall Financial Group LLC | 8,803 | $1.01M | 0.36% | −1,190−11.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 8,807 | $1.01M | 0.50% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,834 | $1.01M | 0.03% | +2,144+32.0% | Added |
| AE Wealth Management LLC | 8,837 | $1.01M | 0.01% | +265+3.1% | Added |
| Empirical Finance, LLC | 8,881 | $1.02M | 0.10% | +450+5.3% | Added |
| Ritholtz Wealth Management | 8,914 | $1.02M | 0.05% | −19,160−68.2% | Reduced |
| Cross Staff Investments Inc | 8,920 | $1.02M | 1.01% | +10.0% | Added |
| Rockland Trust Co | 9,002 | $1.03M | 0.06% | −134−1.5% | Reduced |
| Stevens Capital Management LP | 9,068 | $1.04M | 0.26% | +9,068 | New |
| San Luis Wealth Advisors LLC | 9,148 | $1.05M | 0.40% | +9,148 | New |
| Cantor Fitzgerald, L. P. | 9,156 | $1.05M | 0.02% | −354−3.7% | Reduced |
| US Asset Management LLC | 9,229 | $1.06M | 1.08% | −26−0.3% | Reduced |
| Hills Bank & Trust Co | 9,278 | $1.06M | 0.15% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 9,283 | $1.06M | 0.24% | +67+0.7% | Added |