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, Q2 2023
Institutional positions in Paychex Inc as of Jun 30, 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
- 1,419
- −4 vs. Q1 2023
- Shares held
- 261.4M
- −1.95M (−0.7%) vs. Q1 2023
- Total value
- $29.2B
- −$918.5M (−3.0%) vs. Q1 2023
- New holders
- 104
- 513 more added
- Sold out
- 108
- 520 more reduced
11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 912 | $102.0K | 0.02% | −324−26.2% | Reduced |
| First Capital Advisors Group, LLC. | 913 | $102.1K | 0.05% | +913 | New |
| Boyd Watterson Asset Management LLC | 945 | $105.7K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 957 | $107.1K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 995 | $111.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $111.9K | 0.06% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $111.9K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,000 | $111.9K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,001 | $112.0K | 0.01% | −23−2.2% | Reduced |
| Delta Asset Management LLC | 1,018 | $113.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,078 | $120.6K | 0.06% | −4−0.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,089 | $122.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,120 | $125.3K | 0.07% | +500+80.6% | Added |
| Tilia Fiduciary Partners, Inc. | 1,145 | $128.1K | 0.11% | 00.0% | Unchanged |
| NVWM, LLC | 1,190 | $133.1K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,209 | $135.3K | 0.02% | +55+4.8% | Added |
| Rosenberg Matthew Hamilton | 1,234 | $138.0K | 0.05% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,240 | $138.7K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,257 | $140.6K | 0.01% | +266+26.8% | Added |
| Harbour Investments, Inc. | 1,259 | $140.8K | 0.01% | +131+11.6% | Added |
| AdvisorNet Financial, Inc | 1,290 | $144.3K | 0.01% | +14+1.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,300 | $145.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,306 | $146.1K | 0.04% | +679+108.3% | Added |
| BDO Wealth Advisors, LLC | 1,365 | $152.7K | 0.02% | +20+1.5% | Added |
| Creative Financial Designs Inc | 1,392 | $155.7K | 0.02% | −168−10.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,407 | $157.0K | 0.02% | +1+0.1% | Added |
| Baystate Wealth Management LLC | 1,418 | $158.7K | 0.01% | +31+2.2% | Added |
| Blume Capital Management, Inc. | 1,431 | $160.1K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,441 | $161.2K | 0.03% | +288+25.0% | Added |
| Concord Wealth Partners | 1,442 | $161.4K | 0.03% | +627+76.9% | Added |
| Optimum Investment Advisors | 1,450 | $162.2K | 0.08% | 00.0% | Unchanged |
| First Financial Corp | 1,453 | $162.5K | 0.10% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,455 | $162.9K | 0.10% | +1,455 | New |
| Old Second National Bank of Aurora | 1,457 | $163.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,458 | $163.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,469 | $164.4K | 0.04% | −126−7.9% | Reduced |
| TFC Financial Management | 1,481 | $165.6K | 0.04% | +3+0.2% | Added |
| FinTrust Capital Advisors, LLC | 1,458 | $168.4K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,500 | $169.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,512 | $169.1K | 0.02% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,533 | $171.5K | 0.05% | −4−0.3% | Reduced |
| Ostrum Asset Management | 1,647 | $184.3K | 0.02% | +1+0.1% | Added |
| Tradition Wealth Management, LLC | 1,653 | $185.0K | 0.02% | +257+18.4% | Added |
| Bank of New Hampshire | 1,662 | $185.9K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,679 | $187.8K | 0.15% | −259−13.4% | Reduced |
| Washington Trust Advisors, Inc. | 1,725 | $193.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,719 | $193.0K | 0.03% | +40+2.4% | Added |
| PEAK6 Investments LLC | 1,757 | $196.6K | 0.02% | +1,757 | New |
| Glen Eagle Advisors, LLC | 1,777 | $198.8K | 0.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,793 | $200.7K | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,797 | $201.0K | 0.19% | +1,797 | New |
| Becker Capital Management Inc | 1,800 | $201.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,800 | $201.4K | 0.02% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,800 | $201.4K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,800 | $201.4K | 0.07% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,811 | $202.6K | 0.02% | −34−1.8% | Reduced |
| 180 Wealth Advisors, LLC | 1,825 | $203.4K | 0.04% | −2,550−58.3% | Reduced |
| King Wealth | 1,825 | $204.0K | 0.04% | +1,825 | New |
| ARS Wealth Advisors Group, LLC | 1,828 | $204.5K | 0.03% | −5−0.3% | Reduced |
| Winton Group Ltd | 1,830 | $204.7K | 0.02% | +1,830 | New |
| Epic Trust Investment Advisors, LLC | 1,849 | $206.8K | 0.29% | +1,849 | New |
| S&CO Inc | 1,855 | $207.0K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,854 | $207.4K | 0.03% | +1,854 | New |
| Adviser Investments LLC | 1,856 | $207.6K | 0.00% | +1,856 | New |
| RDA Financial Network | 1,860 | $208.1K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,865 | $208.6K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,877 | $210.0K | 0.06% | +1,877 | New |
| Schwartz Investment Counsel Inc | 1,879 | $210.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,886 | $211.0K | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 1,891 | $211.0K | 0.03% | +1,891 | New |
| Glassman Wealth Services | 1,888 | $211.2K | 0.03% | −73−3.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,888 | $211.2K | 0.06% | −57−2.9% | Reduced |
| TCTC Holdings, LLC | 1,895 | $212.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,909 | $214.0K | 0.02% | −12−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,916 | $214.3K | 0.08% | −14−0.7% | Reduced |
| Executive Wealth Management, LLC | 1,923 | $215.1K | 0.02% | +1,923 | New |
| GTS Securities LLC | 1,924 | $215.2K | 0.01% | +1,924 | New |
| Oakworth Capital, Inc. | 1,927 | $215.6K | 0.02% | −224−10.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,929 | $215.8K | 0.04% | −2−0.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,933 | $216.2K | 0.06% | −33−1.7% | Reduced |
| Vaughan David Investments LLC | 1,940 | $217.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,944 | $217.5K | 0.01% | +34+1.8% | Added |
| Ethos Financial Group, LLC | 1,903 | $218.1K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,951 | $218.3K | 0.13% | −150−7.1% | Reduced |
| Syntax Advisors, LLC | 1,951 | $218.3K | 0.18% | −150−7.1% | Reduced |
| WealthPLAN Partners, LLC | 1,968 | $220.2K | 0.03% | −189−8.8% | Reduced |
| Financial Management Professionals, Inc. | 1,991 | $223.0K | 0.04% | +499+33.4% | Added |
| Brookstone Capital Management | 1,966 | $223.0K | 0.00% | +9+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,998 | $223.5K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,000 | $223.7K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $223.7K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $223.7K | 0.11% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,000 | $223.7K | 0.24% | +2,000 | New |
| International Assets Investment Management, LLC | 2,002 | $223.9K | 0.03% | +88+4.6% | Added |
| Smithbridge Asset Management Inc | 2,000 | $224.0K | 0.05% | −1,350−40.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,011 | $224.9K | 0.02% | +6+0.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,012 | $225.1K | 0.10% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,035 | $227.7K | 0.17% | +2,035 | New |
| LGT Financial Advisors LLC | 2,036 | $227.7K | 0.24% | +13+0.6% | Added |
| Aries Wealth Management | 2,039 | $228.1K | 0.09% | 00.0% | Unchanged |