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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 2,825 | $316.0K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,826 | $316.1K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,827 | $316.3K | 0.02% | −1,723−37.9% | Reduced |
| V-Square Quantitative Management LLC | 2,838 | $317.5K | 0.23% | +2,838 | New |
| Geneos Wealth Management Inc. | 2,841 | $317.8K | 0.02% | +66+2.4% | Added |
| Kinneret Advisory, LLC | 2,844 | $318.2K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,856 | $319.5K | 0.01% | +9+0.3% | Added |
| Davis R M Inc | 2,861 | $320.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 2,881 | $322.3K | 0.00% | −96−3.2% | Reduced |
| TrinityPoint Wealth, LLC | 2,884 | $322.6K | 0.06% | +2,884 | New |
| West Bancorporation Inc | 2,892 | $323.5K | 0.22% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,907 | $325.2K | 0.07% | +2,907 | New |
| Wakefield Asset Management LLLP | 2,912 | $325.8K | 0.13% | −4−0.1% | Reduced |
| Mather Group, LLC. | 2,912 | $325.8K | 0.01% | +102+3.6% | Added |
| Wade G W & Inc | 2,924 | $327.0K | 0.01% | −3,978−57.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,934 | $328.0K | 0.07% | −484−14.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,951 | $330.2K | 0.21% | −237−7.4% | Reduced |
| Biltmore Family Office, LLC | 2,957 | $330.8K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,958 | $330.9K | 0.27% | +37+1.3% | Added |
| Greatmark Investment Partners, Inc. | 2,964 | $331.6K | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,980 | $333.4K | 0.06% | +2,980 | New |
| One Charles Private Wealth Services, LLC | 2,988 | $334.2K | 0.19% | −90−2.9% | Reduced |
| Sigma Investment Counselors Inc | 2,991 | $334.6K | 0.02% | +670+28.9% | Added |
| Northeast Financial Consultants Inc | 3,000 | $335.6K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,003 | $336.0K | 0.02% | +150+5.3% | Added |
| Close Asset Management Ltd | 3,000 | $336.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,000 | $336.0K | 0.03% | +3,000 | New |
| KC Investment Advisors, LLC | 3,008 | $336.5K | 0.23% | +1,090+56.8% | Added |
| SevenBridge Financial Group, LLC | 3,008 | $336.5K | 0.09% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,027 | $338.7K | 0.00% | +675+28.7% | Added |
| Longfellow Investment Management Co LLC | 3,028 | $338.7K | 0.08% | +3,010+16,722.2% | Added |
| Geller Advisors LLC | 3,029 | $338.9K | 0.04% | +877+40.8% | Added |
| Aptus Capital Advisors, LLC | 3,049 | $341.1K | 0.01% | −116−3.7% | Reduced |
| Flaharty Asset Management, LLC | 3,050 | $341.2K | 0.06% | −58−1.9% | Reduced |
| Delta Investment Management, LLC | 3,054 | $341.7K | 0.09% | 00.0% | Unchanged |
| Holderness Investments Co | 3,056 | $341.9K | 0.13% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,057 | $342.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 3,060 | $342.3K | 0.02% | +791+34.9% | Added |
| Navalign, LLC | 3,061 | $342.5K | 0.14% | −68−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 3,068 | $343.2K | 0.02% | −12,493−80.3% | Reduced |
| Merit Financial Group, LLC | 3,088 | $345.4K | 0.01% | −768−19.9% | Reduced |
| Moody National Bank Trust Division | 3,109 | $347.8K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,112 | $348.1K | 0.01% | +2+0.1% | Added |
| Everence Capital Management Inc | 3,334 | $350.0K | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 3,142 | $351.5K | 0.08% | −20−0.6% | Reduced |
| Sendero Wealth Management, LLC | 3,142 | $351.5K | 0.08% | +3,142 | New |
| Rocky Mountain Advisers, LLC | 3,068 | $351.6K | 0.19% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,144 | $351.7K | 0.32% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,166 | $354.2K | 0.00% | +3,166 | New |
| Alera Investment Advisors, LLC | 3,172 | $354.9K | 0.08% | −199−5.9% | Reduced |
| Alpha Omega Wealth Management LLC | 3,182 | $356.0K | 0.06% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,190 | $356.9K | 0.12% | +3,190 | New |
| Mendel Money Management | 3,204 | $358.4K | 0.18% | +145+4.7% | Added |
| BlackDiamond Wealth Management Inc. | 2,871 | $358.9K | 0.30% | +192+7.2% | Added |
| Assetmark, Inc | 3,212 | $359.3K | 0.00% | −635−16.5% | Reduced |
| Key Financial Inc | 3,213 | $359.4K | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,214 | $359.6K | 0.00% | −7−0.2% | Reduced |
| Mechanics Financial Corp | 3,215 | $359.7K | 0.20% | +577+21.9% | Added |
| M. Kraus & Co | 3,221 | $360.3K | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 3,222 | $360.4K | 0.01% | −2,658−45.2% | Reduced |
| MTM Investment Management, LLC | 3,228 | $361.1K | 0.18% | +24+0.7% | Added |
| Lido Advisors, LLC | 3,247 | $363.3K | 0.00% | −27−0.8% | Reduced |
| Roberts Glore & Co Inc | 3,248 | $363.4K | 0.12% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,269 | $365.7K | 0.10% | +3,269 | New |
| Bouchey Financial Group Ltd | 3,273 | $366.2K | 0.04% | +3,273 | New |
| Douglas Lane & Associates, LLC | 3,298 | $368.9K | 0.01% | +192+6.2% | Added |
| Soltis Investment Advisors LLC | 3,299 | $369.0K | 0.04% | −64−1.9% | Reduced |
| Graypoint LLC | 3,302 | $369.4K | 0.04% | −225−6.4% | Reduced |
| Forum Financial Management, LP | 3,305 | $369.7K | 0.01% | −10.0% | Reduced |
| E Fund Management Co., Ltd. | 3,307 | $370.0K | 0.03% | −502−13.2% | Reduced |
| NorthLanding Financial Partners, LLC | 3,312 | $370.5K | 0.48% | −1,185−26.4% | Reduced |
| Consolidated Portfolio Review Corp | 3,341 | $373.7K | 0.09% | −95−2.8% | Reduced |
| KCM Investment Advisors LLC | 3,342 | $373.9K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,360 | $375.9K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,364 | $376.3K | 0.04% | +1,176+53.7% | Added |
| Leavell Investment Management, Inc. | 3,369 | $377.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,401 | $380.5K | 0.09% | +43+1.3% | Added |
| Successful Portfolios LLC | 3,401 | $380.6K | 0.33% | −493−12.7% | Reduced |
| Apeiron RIA LLC | 3,410 | $381.5K | 0.13% | +194+6.0% | Added |
| Hyperion Partners, LLC | 3,414 | $381.9K | 0.32% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,420 | $382.6K | 0.03% | +181+5.6% | Added |
| Good Life Advisors, LLC | 3,420 | $382.6K | 0.04% | +14+0.4% | Added |
| Rossmore Private Capital | 3,428 | $383.5K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,428 | $383.5K | 0.05% | −52−1.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,431 | $384.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,435 | $384.3K | 0.00% | −1,167−25.4% | Reduced |
| Washington Trust Bank | 3,437 | $384.5K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 3,456 | $386.6K | 0.13% | +23+0.7% | Added |
| Avantax Planning Partners, Inc. | 3,457 | $386.7K | 0.02% | +140+4.2% | Added |
| Wealth Alliance | 3,462 | $387.3K | 0.06% | +296+9.3% | Added |
| Darwin Advisors, LLC | 3,295 | $389.3K | 0.10% | +956+40.9% | Added |
| Axq Capital, LP | 3,500 | $391.5K | 0.48% | −11,880−77.2% | Reduced |
| ICW Investment Advisors LLC | 3,507 | $392.4K | 0.21% | +394+12.7% | Added |
| Berkshire Asset Management LLC | 3,519 | $393.7K | 0.02% | −126−3.5% | Reduced |
| Associated Banc-Corp | 3,536 | $395.6K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,543 | $396.4K | 0.01% | +4+0.1% | Added |
| ProVise Management Group, LLC | 3,563 | $398.6K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,614 | $404.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,616 | $404.5K | 0.24% | −108−2.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,617 | $404.6K | 0.03% | 00.0% | Unchanged |