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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 9,291 | $1.06M | 0.13% | −456−4.7% | Reduced |
| Meeder Asset Management Inc | 9,342 | $1.07M | 0.09% | +9,342 | New |
| Palumbo Wealth Management LLC | 9,372 | $1.07M | 0.71% | −522−5.3% | Reduced |
| Dearborn Partners LLC | 9,381 | $1.07M | 0.04% | −3,853−29.1% | Reduced |
| Heritage Trust Co | 9,421 | $1.08M | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,513 | $1.09M | 0.04% | −1,299−12.0% | Reduced |
| HBK Sorce Advisory LLC | 9,530 | $1.09M | 0.05% | −9,792−50.7% | Reduced |
| Unigestion Holding SA | 9,621 | $1.09M | 0.06% | −2,405−20.0% | Reduced |
| Freestone Capital Holdings, LLC | 9,636 | $1.10M | 0.05% | −431−4.3% | Reduced |
| Csenge Advisory Group | 9,661 | $1.11M | 0.08% | +10+0.1% | Added |
| Paradigm Asset Management Co LLC | 9,697 | $1.11M | 0.31% | −50−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,721 | $1.11M | 0.03% | −400−4.0% | Reduced |
| Valmark Advisers, Inc. | 9,738 | $1.12M | 0.02% | +1,281+15.1% | Added |
| Jensen Investment Management Inc | 9,830 | $1.12M | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,854 | $1.13M | 0.03% | −526−5.1% | Reduced |
| CWS Financial Advisors, LLC | 9,859 | $1.13M | 0.45% | −2,040−17.1% | Reduced |
| Franklin Street Advisors Inc | 9,884 | $1.13M | 0.10% | −70,709−87.7% | Reduced |
| Thoroughbred Financial Services, LLC | 9,984 | $1.14M | 0.17% | −556−5.3% | Reduced |
| SC&H Financial Advisors, Inc. | 10,078 | $1.15M | 0.42% | +708+7.6% | Added |
| Integrated Wealth Concepts LLC | 10,077 | $1.16M | 0.02% | +5,401+115.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,084 | $1.16M | 0.03% | +31+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 10,143 | $1.16M | 0.15% | +10,134+112,600.0% | Added |
| Pinnacle Financial Partners Inc | 10,195 | $1.17M | 0.03% | −132−1.3% | Reduced |
| EPG Wealth Management LLC | 10,243 | $1.17M | 0.37% | +4,735+86.0% | Added |
| Independent Advisor Alliance | 10,246 | $1.17M | 0.06% | −412−3.9% | Reduced |
| Zurich Insurance Group Ltd | 10,300 | $1.18M | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10,310 | $1.18M | 0.18% | −2,902−22.0% | Reduced |
| East Coast Asset Management, LLC. | 10,315 | $1.18M | 0.52% | −180−1.7% | Reduced |
| Redmond Asset Management, LLC | 10,344 | $1.19M | 0.41% | −72−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,358 | $1.19M | 0.03% | −2,770−21.1% | Reduced |
| Evercore Wealth Management, LLC | 10,385 | $1.19M | 0.02% | −75−0.7% | Reduced |
| National Asset Management, Inc. | 10,406 | $1.19M | 0.03% | −4,733−31.3% | Reduced |
| Financial Advocates Investment Management | 10,462 | $1.20M | 0.09% | +1,071+11.4% | Added |
| Brown Brothers Harriman & Co | 10,487 | $1.20M | 0.01% | +78+0.7% | Added |
| Access Financial Services, Inc. | 10,531 | $1.21M | 0.73% | +1,552+17.3% | Added |
| Vinva Investment Management Ltd | 10,653 | $1.21M | 0.10% | +10,653 | New |
| Ascent Group, LLC | 10,609 | $1.22M | 0.13% | +582+5.8% | Added |
| Sound View Wealth Advisors Group, LLC | 10,624 | $1.22M | 0.17% | +63+0.6% | Added |
| Fiduciary Trust Co | 10,676 | $1.22M | 0.02% | −573−5.1% | Reduced |
| Algert Global LLC | 10,711 | $1.23M | 0.06% | +8,914+496.0% | Added |
| TCM Advisors, LLC | – | $1.23M | 1.11% | – | – |
| Leisure Capital Management | 10,751 | $1.23M | 0.71% | +97+0.9% | Added |
| Veritable, L.P. | 10,791 | $1.24M | 0.02% | −595−5.2% | Reduced |
| Advocate Group LLC | 11,056 | $1.27M | 0.28% | −914−7.6% | Reduced |
| Birch Capital Management, LLC | 11,116 | $1.27M | 0.82% | −150−1.3% | Reduced |
| Wedbush Securities Inc | 11,140 | $1.28M | 0.06% | +144+1.3% | Added |
| Syntal Capital Partners, LLC | 11,165 | $1.28M | 0.47% | +1,069+10.6% | Added |
| RFG Advisory, LLC | 11,288 | $1.29M | 0.06% | +159+1.4% | Added |
| Metis Global Partners, LLC | 11,343 | $1.30M | 0.08% | +3,319+41.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,415 | $1.31M | 0.11% | −64−0.6% | Reduced |
| Allworth Financial LP | 11,532 | $1.32M | 0.01% | +3,063+36.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,564 | $1.32M | 0.08% | +81+0.7% | Added |
| Mattern Wealth Management LLC | 11,565 | $1.33M | 0.44% | +8,103+234.1% | Added |
| Howe & Rusling Inc | 11,595 | $1.33M | 0.16% | +2,354+25.5% | Added |
| Greenfield Savings Bank | 11,667 | $1.34M | 0.87% | −462−3.8% | Reduced |
| Middleton & Co Inc | 11,702 | $1.34M | 0.19% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,432 | $1.35M | 0.62% | −200−1.6% | Reduced |
| First Business Financial Services, Inc. | 11,860 | $1.36M | 0.17% | +275+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,885 | $1.36M | 0.06% | −79−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,912 | $1.37M | 0.05% | +62+0.5% | Added |
| Covenant Partners, LLC | 11,943 | $1.37M | 0.52% | −1,724−12.6% | Reduced |
| Synovus Financial Corp | 11,972 | $1.37M | 0.02% | −191−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,010 | $1.38M | 0.02% | −404−3.3% | Reduced |
| Aspiriant, LLC | 12,114 | $1.39M | 0.07% | +35+0.3% | Added |
| Apollon Wealth Management, LLC | 12,123 | $1.39M | 0.09% | +28+0.2% | Added |
| Matrix Trust Co | 12,313 | $1.41M | 0.38% | +800+6.9% | Added |
| CWA Asset Management Group, LLC | 12,385 | $1.42M | 0.11% | −4,571−27.0% | Reduced |
| Vontobel Holding Ltd. | 12,513 | $1.43M | 0.01% | +2,715+27.7% | Added |
| Motco | 12,551 | $1.44M | 0.10% | −1,920−13.3% | Reduced |
| First Hawaiian Bank | 12,555 | $1.44M | 0.05% | −50.0% | Reduced |
| Panagora Asset Management Inc | 12,561 | $1.44M | 0.01% | +411+3.4% | Added |
| Virtu Financial LLC | 12,629 | $1.45M | 0.15% | +12,629 | New |
| Pensionfund Sabic | 12,650 | $1.45M | 0.50% | −2,000−13.7% | Reduced |
| Wright Investors Service Inc | 12,654 | $1.45M | 0.41% | −181−1.4% | Reduced |
| King Luther Capital Management Corp | 12,734 | $1.46M | 0.01% | −10.0% | Reduced |
| Huntington National Bank | 12,768 | $1.46M | 0.01% | −490−3.7% | Reduced |
| IVC Wealth Advisors LLC | 12,769 | $1.46M | 1.04% | −274−2.1% | Reduced |
| Sigma Planning Corp | 12,810 | $1.47M | 0.05% | −2,697−17.4% | Reduced |
| Harvest Volatility Management LLC | 12,930 | $1.47M | 0.30% | −2,250−14.8% | Reduced |
| Davenport & Co LLC | 12,814 | $1.47M | 0.01% | −309−2.4% | Reduced |
| Johnson Financial Group, Inc. | 12,866 | $1.47M | 0.11% | +2,506+24.2% | Added |
| Atwood & Palmer Inc | 12,887 | $1.48M | 0.14% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 12,976 | $1.49M | 0.38% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,977 | $1.49M | 0.13% | −154−1.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 13,036 | $1.49M | 0.83% | +3,291+33.8% | Added |
| Midwest Professional Planners, LTD. | 13,063 | $1.50M | 0.73% | −1,255−8.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,147 | $1.51M | 0.20% | −414−3.1% | Reduced |
| Strategic Global Advisors, LLC | 13,251 | $1.52M | 0.24% | −1,072−7.5% | Reduced |
| Capital International Inc | 13,265 | $1.52M | 0.03% | −340−2.5% | Reduced |
| Wetherby Asset Management Inc | 13,304 | $1.52M | 0.09% | −421−3.1% | Reduced |
| CWM, LLC | 13,347 | $1.53M | 0.01% | −82−0.6% | Reduced |
| Advisor OS, LLC | 13,481 | $1.54M | 0.37% | −369−2.7% | Reduced |
| Wealthspire Advisors, LLC | 13,585 | $1.56M | 0.03% | −1,849−12.0% | Reduced |
| Anchor Investment Management, LLC | 13,797 | $1.58M | 0.22% | +175+1.3% | Added |
| Veriti Management LLC | 13,887 | $1.59M | 0.19% | +440+3.3% | Added |
| Lee Financial Co | 13,903 | $1.59M | 0.27% | −1,971−12.4% | Reduced |
| Verition Fund Management LLC | 13,913 | $1.59M | 0.03% | +9,401+208.4% | Added |
| BCJ Capital Management, LLC | 13,926 | $1.60M | 0.15% | +5,490+65.1% | Added |
| E. Ohman J:or Asset Management AB | 14,200 | $1.63M | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 14,286 | $1.64M | 0.06% | +78+0.5% | Added |