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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 3,631 | $406.2K | 0.11% | −90−2.4% | Reduced |
| Belpointe Asset Management LLC | 3,648 | $408.2K | 0.04% | −895−19.7% | Reduced |
| Foster & Motley Inc | 3,654 | $409.0K | 0.03% | −190−4.9% | Reduced |
| Wintrust Investments LLC | 3,658 | $409.0K | 0.04% | +25+0.7% | Added |
| Penserra Capital Management LLC | 3,683 | $410.0K | 0.01% | +1,998+118.6% | Added |
| Ropes Wealth Advisors LLC | 3,694 | $413.2K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,697 | $413.5K | 0.02% | +1,083+41.4% | Added |
| Carderock Capital Management Inc | 3,700 | $414.0K | 0.13% | −100−2.6% | Reduced |
| SageView Advisory Group, LLC | 3,729 | $417.2K | 0.02% | +46+1.2% | Added |
| HM Payson & Co | 3,733 | $417.6K | 0.01% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 3,774 | $422.0K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,775 | $422.3K | 0.04% | −189−4.8% | Reduced |
| Riverview Trust Co | 3,806 | $425.8K | 0.39% | +17+0.4% | Added |
| Level Four Advisory Services, LLC | 3,836 | $429.1K | 0.03% | +15+0.4% | Added |
| Segment Wealth Management, LLC | 3,846 | $430.3K | 0.04% | −135−3.4% | Reduced |
| Berkeley, Inc | 3,847 | $430.4K | 0.29% | +7+0.2% | Added |
| Spirit of America Management Corp | 3,850 | $430.7K | 0.10% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,851 | $430.8K | 0.39% | +34+0.9% | Added |
| Spinnaker Trust | 3,852 | $430.9K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 3,862 | $432.1K | 0.02% | +1,261+48.5% | Added |
| Meridian Wealth Management, LLC | 3,870 | $433.0K | 0.04% | −139−3.5% | Reduced |
| Cigna Investments Inc | 3,870 | $433.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 3,883 | $434.4K | 0.18% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,490 | $436.3K | 0.09% | −930−21.0% | Reduced |
| Bridges Investment Management Inc | 3,910 | $437.4K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,961 | $443.1K | 0.02% | +37+0.9% | Added |
| TRUE Private Wealth Advisors | 3,969 | $444.0K | 0.07% | +381+10.6% | Added |
| Paloma Partners Management Co | 3,975 | $444.7K | 0.10% | +223+5.9% | Added |
| Relative Value Partners Group, LLC | 4,000 | $447.5K | 0.03% | −1,653−29.2% | Reduced |
| Beck Mack & Oliver LLC | 4,000 | $447.5K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $447.5K | 0.26% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,000 | $447.5K | 0.32% | +4,000 | New |
| SRB Corp | 4,003 | $447.8K | 0.03% | +765+23.6% | Added |
| Pitti Group Wealth Management, LLC | 4,015 | $449.2K | 0.50% | +7+0.2% | Added |
| Palumbo Wealth Management LLC | 4,019 | $449.6K | 0.27% | −5,353−57.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,045 | $452.5K | 0.45% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 4,055 | $453.7K | 0.14% | −49−1.2% | Reduced |
| TFG Advisers LLC | 4,077 | $456.1K | 0.21% | +14+0.3% | Added |
| BKD Wealth Advisors, LLC | 4,078 | $456.2K | 0.01% | −10.0% | Reduced |
| Trust Co of Virginia | 4,080 | $456.4K | 0.05% | −1,500−26.9% | Reduced |
| Jeppson Wealth Management, LLC | 4,087 | $457.2K | 0.20% | −145−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,097 | $458.3K | 0.06% | −184−4.3% | Reduced |
| South State Corp. | 4,125 | $461.5K | 0.04% | −460−10.0% | Reduced |
| Woodstock Corp | 4,144 | $463.6K | 0.05% | −50−1.2% | Reduced |
| Physicians Financial Services, Inc. | 4,152 | $464.0K | 0.18% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,158 | $465.2K | 0.10% | −91−2.1% | Reduced |
| Evergreen Capital Management LLC | 4,166 | $466.1K | 0.02% | +4,166 | New |
| CAPROCK Group, Inc. | 4,173 | $466.9K | 0.03% | +1,220+41.3% | Added |
| Fund Management at Engine No. 1 LLC | 4,179 | $467.5K | 0.09% | +287+7.4% | Added |
| Benjamin Edwards Inc | 4,196 | $469.0K | 0.11% | −674−13.8% | Reduced |
| Montag A & Associates Inc | 4,200 | $469.9K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,205 | $470.0K | 0.07% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,214 | $471.4K | 0.17% | +723+20.7% | Added |
| Greytown Advisors Inc. | 4,218 | $471.9K | 0.26% | −690−14.1% | Reduced |
| Court Place Advisors, LLC | 4,249 | $475.3K | 0.17% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 4,252 | $475.7K | 0.08% | +712+20.1% | Added |
| Kanawha Capital Management LLC | 4,253 | $475.8K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,252 | $476.0K | 0.08% | +4,252 | New |
| Horizon Investments, LLC | 4,306 | $478.3K | 0.01% | +215+5.3% | Added |
| Independence Bank of Kentucky | 4,305 | $481.6K | 0.20% | −250−5.5% | Reduced |
| Roman Butler Fullerton & Co | 3,912 | $482.3K | 0.22% | +155+4.1% | Added |
| Burke & Herbert Bank & Trust Co | 4,361 | $487.9K | 0.33% | −291−6.3% | Reduced |
| OmniStar Financial Group, Inc. | 4,369 | $488.6K | 0.57% | +414+10.5% | Added |
| Ontario Teachers Pension Plan Board | 4,370 | $488.9K | 0.01% | −1,179−21.2% | Reduced |
| Northcape Wealth Management, LLC | 4,372 | $489.1K | 0.18% | −116−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 4,374 | $489.3K | 0.05% | −33−0.7% | Reduced |
| Inceptionr LLC | 4,382 | $490.2K | 0.26% | −3,062−41.1% | Reduced |
| Capstone Investment Advisors, LLC | 4,400 | $492.2K | 0.01% | +1,754+66.3% | Added |
| Venture Visionary Partners LLC | 4,400 | $492.3K | 0.03% | −25−0.6% | Reduced |
| Summit Financial, LLC | 4,419 | $494.4K | 0.04% | +4,419 | New |
| Pinnacle Bancorp, Inc. | 4,458 | $498.7K | 0.17% | +173+4.0% | Added |
| Kelly Financial Services LLC | 4,463 | $499.3K | 0.24% | +304+7.3% | Added |
| Proficio Capital Partners LLC | 4,473 | $500.3K | 0.07% | −34−0.8% | Reduced |
| Krane Funds Advisors LLC | 4,477 | $501.0K | 0.03% | +4,477 | New |
| Romano Brothers and Company | 4,504 | $503.9K | 0.08% | +225+5.3% | Added |
| PFG Investments, LLC | 4,506 | $504.1K | 0.09% | +122+2.8% | Added |
| Coldstream Capital Management Inc | 4,517 | $505.3K | 0.02% | −292−6.1% | Reduced |
| Werlinich Asset Management, LLC | 4,550 | $509.0K | 0.41% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,602 | $514.8K | 0.18% | +493+12.0% | Added |
| Clarius Group, LLC | 4,605 | $515.2K | 0.04% | +320+7.5% | Added |
| Summit Wealth Partners, LLC | 4,609 | $515.6K | 0.13% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,610 | $515.7K | 0.01% | −574−11.1% | Reduced |
| Terra Nova Asset Management LLC | 4,613 | $516.0K | 0.47% | −1,468−24.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,628 | $517.7K | 0.07% | 00.0% | Unchanged |
| First National Corp | 4,640 | $519.1K | 0.12% | −64−1.4% | Reduced |
| Empirical Asset Management, LLC | 4,648 | $520.0K | 0.46% | +1,010+27.8% | Added |
| Dorsey & Whitney Trust CO LLC | 4,673 | $522.8K | 0.04% | −255−5.2% | Reduced |
| Eastern Bank | 4,680 | $523.6K | 0.02% | −10,813−69.8% | Reduced |
| Aureus Asset Management, LLC | 4,681 | $523.7K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,684 | $524.0K | 0.04% | +70+1.5% | Added |
| Kolinsky Wealth Management, LLC | 4,820 | $527.0K | 0.50% | +230+5.0% | Added |
| Clifford Group, LLC | 4,720 | $528.0K | 0.57% | +954+25.3% | Added |
| Coastal Investment Advisors, Inc. | 4,728 | $528.9K | 0.12% | −834−15.0% | Reduced |
| Wimmer Associates 1, LLC | 4,739 | $530.2K | 0.32% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,749 | $531.3K | 0.16% | −139−2.8% | Reduced |
| KLR Investment Advisors, LLC | 4,760 | $532.5K | 0.44% | +164+3.6% | Added |
| Exchange Traded Concepts, LLC | 4,774 | $534.1K | 0.01% | +647+15.7% | Added |
| Live Oak Investment Partners | – | $534.6K | 0.45% | – | – |
| M&G Investment Management Ltd | 4,780 | $535.4K | 0.00% | −1,318−21.6% | Reduced |
| Mairs & Power Inc | 4,807 | $537.8K | 0.01% | −93−1.9% | Reduced |