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 |
|---|---|---|---|---|---|
| SFMG, LLC | 6,817 | $762.6K | 0.08% | +293+4.5% | Added |
| Pathstone Family Office, LLC | 6,817 | $763.9K | 0.01% | +1,833+36.8% | Added |
| Carnegie Capital Asset Management, LLC | 6,834 | $764.6K | 0.03% | −902−11.7% | Reduced |
| Verdence Capital Advisors LLC | 6,852 | $766.5K | 0.09% | −207−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 6,852 | $766.5K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,858 | $767.2K | 0.22% | −26−0.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,925 | $774.7K | 0.41% | +1,946+39.1% | Added |
| Savant Capital, LLC | 6,943 | $776.7K | 0.01% | +249+3.7% | Added |
| GSB Wealth Management, LLC | 6,954 | $777.9K | 0.25% | −125−1.8% | Reduced |
| AlphaCore Capital LLC | 7,042 | $787.8K | 0.13% | −525−6.9% | Reduced |
| Virtus ETF Advisers LLC | 7,089 | $793.0K | 0.47% | −307−4.2% | Reduced |
| McDonald Partners LLC | 7,144 | $799.2K | 0.24% | +85+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 7,249 | $810.9K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,250 | $811.0K | 0.02% | −365−4.8% | Reduced |
| Bleakley Financial Group, LLC | 7,250 | $811.0K | 0.03% | −364−4.8% | Reduced |
| Balentine LLC | 7,306 | $817.3K | 0.03% | +2,112+40.7% | Added |
| Koshinski Asset Management, Inc. | 7,320 | $818.9K | 0.09% | −1,109−13.2% | Reduced |
| Park National Corp | 7,328 | $819.8K | 0.04% | +192+2.7% | Added |
| FineMark National Bank & Trust | 7,397 | $827.5K | 0.03% | +184+2.6% | Added |
| Choate Investment Advisors | 7,405 | $828.4K | 0.03% | −602−7.5% | Reduced |
| Argent Trust Co | 7,408 | $828.7K | 0.04% | +4,705+174.1% | Added |
| Miracle Mile Advisors, LLC | 7,411 | $829.1K | 0.03% | −210−2.8% | Reduced |
| Human Investing LLC | 7,436 | $831.9K | 0.19% | −438−5.6% | Reduced |
| Hilltop Holdings Inc. | 7,472 | $835.9K | 0.10% | −349−4.5% | Reduced |
| Dark Forest Capital Management LP | 7,513 | $840.5K | 0.09% | +7,513 | New |
| Ballentine Partners, LLC | 7,532 | $842.6K | 0.02% | +749+11.0% | Added |
| Bard Financial Services, Inc. | 7,570 | $846.9K | 0.07% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 7,634 | $854.0K | 0.13% | +268+3.6% | Added |
| Granite Investment Partners, LLC | 7,648 | $855.6K | 0.03% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,675 | $858.0K | 0.24% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,725 | $864.3K | 0.08% | −158−2.0% | Reduced |
| Park Place Capital Corp | 7,776 | $869.9K | 0.25% | +107+1.4% | Added |
| Parallel Advisors, LLC | 7,833 | $876.3K | 0.03% | −1,680−17.7% | Reduced |
| Desjardins Global Asset Management Inc. | 7,859 | $879.2K | 0.10% | −420−5.1% | Reduced |
| Powers Advisory Group, LLC | 7,871 | $880.5K | 0.58% | −116−1.5% | Reduced |
| Venturi Wealth Management, LLC | 7,894 | $883.1K | 0.07% | +572+7.8% | Added |
| Susquehanna Fundamental Investments, LLC | 7,911 | $885.0K | 0.03% | −9,183−53.7% | Reduced |
| LMG Wealth Partners, LLC | 7,947 | $889.0K | 0.27% | +532+7.2% | Added |
| Moloney Securities Asset Management, LLC | 7,957 | $890.1K | 0.16% | +7,957 | New |
| L.M. Kohn & Company | 7,970 | $891.6K | 0.34% | −16−0.2% | Reduced |
| Tiaa, FSB | 8,042 | $899.7K | 0.00% | −88−1.1% | Reduced |
| Cross Staff Investments Inc | 8,070 | $902.8K | 0.83% | −850−9.5% | Reduced |
| Harbor Investment Advisory, LLC | 8,094 | $905.5K | 0.13% | +22+0.3% | Added |
| Wambolt & Associates, LLC | 8,113 | $907.6K | 0.32% | −373−4.4% | Reduced |
| Naviter Wealth, LLC | 8,153 | $912.1K | 0.23% | +8,153 | New |
| Peapack Gladstone Financial Corp | 8,183 | $915.0K | 0.02% | +1,198+17.2% | Added |
| Martin Capital Partners, LLC | 8,279 | $926.0K | 0.38% | +107+1.3% | Added |
| Heritage Trust Co | 8,291 | $927.5K | 0.14% | −1,130−12.0% | Reduced |
| Confluence Wealth Services, Inc. | 8,318 | $930.5K | 0.20% | −77−0.9% | Reduced |
| Kapstone Financial Advisors LLC | 7,416 | $933.0K | 0.77% | 00.0% | Unchanged |
| Unigestion Holding SA | 8,559 | $935.8K | 0.05% | −1,062−11.0% | Reduced |
| Burney Co | 8,403 | $940.0K | 0.04% | +251+3.1% | Added |
| GHP Investment Advisors, Inc. | 7,502 | $941.3K | 0.05% | +3,701+97.4% | Added |
| Moors & Cabot, Inc. | 8,482 | $948.9K | 0.06% | −74−0.9% | Reduced |
| Lincoln National Corp | 8,538 | $955.1K | 0.02% | +209+2.5% | Added |
| Old National Bancorp | 8,575 | $959.3K | 0.03% | −94−1.1% | Reduced |
| Advisor OS, LLC | 8,576 | $959.4K | 0.16% | −4,905−36.4% | Reduced |
| Freestone Capital Holdings, LLC | 8,631 | $965.5K | 0.04% | −1,005−10.4% | Reduced |
| V Wealth Advisors LLC | 8,635 | $965.9K | 0.16% | +84+1.0% | Added |
| Covenant Asset Management, LLC | 8,798 | $984.2K | 0.29% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 8,807 | $985.2K | 0.42% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 8,839 | $988.8K | 0.34% | +36+0.4% | Added |
| Versor Investments LP | 8,864 | $991.6K | 0.17% | −6,129−40.9% | Reduced |
| Claro Advisors LLC | 8,876 | $992.9K | 0.25% | +1,154+14.9% | Added |
| Signaturefd, LLC | 8,878 | $993.2K | 0.03% | +44+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 9,014 | $1.01M | 0.02% | −707−7.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,190 | $1.03M | 0.08% | −3,787−29.2% | Reduced |
| AE Wealth Management LLC | 9,192 | $1.03M | 0.01% | +355+4.0% | Added |
| Birch Capital Management, LLC | 9,198 | $1.03M | 0.63% | −1,918−17.3% | Reduced |
| Rockland Trust Co | 9,208 | $1.03M | 0.06% | +206+2.3% | Added |
| US Asset Management LLC | 9,221 | $1.03M | 1.09% | −8−0.1% | Reduced |
| Hills Bank & Trust Co | 9,278 | $1.04M | 0.13% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 9,300 | $1.04M | 0.55% | +9,300 | New |
| Cantor Fitzgerald, L. P. | 9,350 | $1.05M | 0.02% | +194+2.1% | Added |
| Asset Management Group, Inc. | 9,359 | $1.05M | 0.22% | +76+0.8% | Added |
| Independent Advisor Alliance | 9,484 | $1.06M | 0.05% | −762−7.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,524 | $1.06M | 0.03% | +2,547+36.5% | Added |
| Monumental Financial Group Inc. | 9,534 | $1.07M | 0.72% | +9,534 | New |
| HBK Sorce Advisory LLC | 9,597 | $1.07M | 0.05% | +67+0.7% | Added |
| Integrated Wealth Concepts LLC | 9,637 | $1.08M | 0.02% | −440−4.4% | Reduced |
| CWS Financial Advisors, LLC | 9,662 | $1.08M | 0.41% | −197−2.0% | Reduced |
| Bangor Savings Bank | 9,697 | $1.08M | 0.12% | +406+4.4% | Added |
| Bayesian Capital Management, LP | 9,700 | $1.09M | 0.12% | −8,000−45.2% | Reduced |
| Valmark Advisers, Inc. | 9,722 | $1.09M | 0.02% | −16−0.2% | Reduced |
| Vinva Investment Management Ltd | 10,026 | $1.10M | 0.10% | −627−5.9% | Reduced |
| Howe & Rusling Inc | 9,799 | $1.10M | 0.12% | −1,796−15.5% | Reduced |
| Dearborn Partners LLC | 9,805 | $1.10M | 0.04% | +424+4.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,811 | $1.10M | 0.05% | −7,317−42.7% | Reduced |
| Jensen Investment Management Inc | 9,830 | $1.10M | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 9,868 | $1.10M | 0.05% | −4,682−32.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,934 | $1.11M | 0.08% | +5,478+122.9% | Added |
| Chicago Partners Investment Group LLC | 8,959 | $1.11M | 0.06% | +1,466+19.6% | Added |
| Empirical Finance, LLC | 10,008 | $1.12M | 0.09% | +1,127+12.7% | Added |
| Transamerica Financial Advisors, Inc. | 10,055 | $1.13M | 0.15% | −88−0.9% | Reduced |
| SC&H Financial Advisors, Inc. | 10,079 | $1.13M | 0.37% | +10.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,121 | $1.13M | 0.03% | +37+0.4% | Added |
| Evercore Wealth Management, LLC | 10,160 | $1.14M | 0.02% | −225−2.2% | Reduced |
| Canada Pension Plan Investment Board | 10,164 | $1.14M | 0.00% | −16,900−62.4% | Reduced |
| East Coast Asset Management, LLC. | 10,183 | $1.14M | 0.51% | −132−1.3% | Reduced |
| Bradley Foster & Sargent Inc | 10,190 | $1.14M | 0.02% | +336+3.4% | Added |