Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Paychex Inc as of Sep 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
1,447
+46 vs. Q2 2023
Shares held
261.0M
−116.1K (0.0%) vs. Q2 2023
Total value
$30.1B
+$905.6M (+3.1%) vs. Q2 2023
New holders
119
532 more added
Sold out
73
507 more reduced

18 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,447 institutions
Q1 2021: 1,226 institutionsQ2 2021: 1,242 institutionsQ3 2021: 1,286 institutionsQ4 2021: 1,442 institutionsQ1 2022: 1,442 institutionsQ2 2022: 1,412 institutionsQ3 2022: 1,428 institutionsQ4 2022: 1,449 institutionsQ1 2023: 1,434 institutionsQ2 2023: 1,419 institutionsQ3 2023: 1,447 institutionsQ4 2023: 1,511 institutionsQ1 2024: 1,531 institutionsQ2 2024: 1,519 institutionsQ3 2024: 1,546 institutionsQ4 2024: 1,639 institutionsQ1 2025: 1,704 institutionsQ2 2025: 1,675 institutionsQ3 2025: 1,620 institutionsQ4 2025: 1,591 institutionsQ1 2026: 1,515 institutionsQ2 2026: 1,535 institutions
Value heldQ3 2023: $30.1B
Q1 2021: $24.8BQ2 2021: $27.2BQ3 2021: $28.6BQ4 2021: $34.6BQ1 2022: $34.8BQ2 2022: $29.4BQ3 2022: $28.9BQ4 2022: $30.1BQ1 2023: $30.2BQ2 2023: $29.2BQ3 2023: $30.1BQ4 2023: $31.5BQ1 2024: $33.1BQ2 2024: $32.4BQ3 2024: $37.1BQ4 2024: $39.4BQ1 2025: $43.3BQ2 2025: $40.7BQ3 2025: $34.8BQ4 2025: $33.1BQ1 2026: $27.2BQ2 2026: $29.1B
Institutions holding PAYX and their total value by quarter
QuarterHoldersValue
Q2 20261,535$29.1B
Q1 20261,515$27.2B
Q4 20251,591$33.1B
Q3 20251,620$34.8B
Q2 20251,675$40.7B
Q1 20251,704$43.3B
Q4 20241,639$39.4B
Q3 20241,546$37.1B
Q2 20241,519$32.4B
Q1 20241,531$33.1B
Q4 20231,511$31.5B
Q3 20231,447$30.1B
Q2 20231,419$29.2B
Q1 20231,434$30.2B
Q4 20221,449$30.1B
Q3 20221,428$28.9B
Q2 20221,412$29.4B
Q1 20221,442$34.8B
Q4 20211,442$34.6B
Q3 20211,286$28.6B
Q2 20211,242$27.2B
Q1 20211,226$24.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q2 2023.

Institutions holding PAYX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PrairieView Partners, LLC8$00.00%−40−83.3%Reduced
AlphaMark Advisors, LLC1$00.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$1150.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$3460.00%00.0%Unchanged
Manchester Capital Management LLC4$4620.00%+4New
True Wealth Design, LLC5$5770.00%00.0%Unchanged
Macroview Investment Management LLC7$8080.00%+7New
Perkins Coie Trust Co8$9210.00%+8New
Arlington Partners LLC8$9230.00%00.0%Unchanged
Arlington Trust Co LLC8$9230.00%+8New
PSI Advisors, LLC10$1.15K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.15K0.00%00.0%Unchanged
Highline Wealth Partners LLC11$1.27K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC11$1.27K0.00%+11New
Country Trust Bank16$1.84K0.00%00.0%Unchanged
KB Financial Partners, LLC20$2.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC19$2.19K0.00%00.0%Unchanged
Castleview Partners, LLC22$2.54K0.00%−77−77.8%Reduced
Quarry LP23$2.65K0.00%+23New
Annapolis Financial Services, LLC24$2.77K0.00%00.0%Unchanged
Stephens Consulting, LLC26$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC26$3.00K0.00%+9+52.9%Added
Magnolia Capital Management Ltd25$3.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC27$3.11K0.00%00.0%Unchanged
Copeland Capital Management, LLC29$3.35K0.00%00.0%Unchanged
Truvestments Capital LLC29$3.35K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC31$3.79K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.34$3.92K0.00%00.0%Unchanged
Winch Advisory Services, LLC31$4.00K0.00%−38−55.1%Reduced
Tower View Investment Management & Research LLC32$4.00K0.00%00.0%Unchanged
Northwest Capital Management Inc35$4.04K0.00%00.0%Unchanged
Citizens National Bank Trust Department38$4.38K0.00%+38New
Nemes Rush Group LLC39$4.50K0.00%+4+11.4%Added
Raffa Wealth Management, LLC40$4.61K0.00%00.0%Unchanged
Clear Street Markets LLC40$5.00K0.00%−29−42.0%Reduced
Sound Income Strategies, LLC45$5.19K0.00%−28−38.4%Reduced
Abound Wealth Management47$5.43K0.00%00.0%Unchanged
JNBA Financial Advisors52$6.00K0.00%+45+642.9%Added
Aspire Private Capital, LLC52$6.01K0.00%+52New
Thomas J. Herzfeld Advisors, Inc.56$6.46K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC59$6.80K0.00%+59New
JCIC Asset Management Inc.60$6.92K0.00%00.0%Unchanged
Tyler-Stone Wealth Management65$7.00K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC61$7.05K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.64$7.38K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP68$7.84K0.00%+26+61.9%Added
Kozak & Associates, Inc.67$7.90K0.00%00.0%Unchanged
City Holding Co70$8.07K0.00%+10+16.7%Added
Creative Capital Management Investments LLC70$8.07K0.01%00.0%Unchanged
CGC Financial Services, LLC70$8.07K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC72$8.30K0.01%+72New
Private Ocean, LLC74$8.53K0.00%00.0%Unchanged
NewSquare Capital LLC76$8.77K0.00%−179−70.2%Reduced
ClariVest Asset Management LLC80$9.00K0.00%−68,474−99.9%Reduced
Versant Capital Management, Inc79$9.11K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC80$9.23K0.00%00.0%Unchanged
Evermay Wealth Management LLC80$9.23K0.00%00.0%Unchanged
Red Tortoise LLC85$9.80K0.01%00.0%Unchanged
Steward Financial Group LLC91$10.0K0.00%−297−76.5%Reduced
Jones Financial Companies LLLP91$10.5K0.00%00.0%Unchanged
Solstein Capital, LLC91$10.5K0.01%00.0%Unchanged
Adirondack Trust Co92$10.6K0.01%00.0%Unchanged
RVW Wealth, LLC92$10.6K0.00%+92New
TSFG, LLC93$11.0K0.00%00.0%Unchanged
Norwood Financial Corp100$11.5K0.02%00.0%Unchanged
AllSquare Wealth Management LLC100$11.5K0.01%00.0%Unchanged
Dividend Assets Capital, LLC108$12.0K0.00%00.0%Unchanged
West Tower Group, LLC109$12.6K0.01%−254−70.0%Reduced
Piscataqua Savings Bank113$13.0K0.01%00.0%Unchanged
Hallmark Capital Management Inc130$15.0K0.00%−135−50.9%Reduced
Tortoise Investment Management, LLC131$15.1K0.00%00.0%Unchanged
Stephenson National Bank & Trust135$15.6K0.01%+135New
Ancora Advisors, LLC138$15.9K0.00%+64+86.5%Added
Bell Investment Advisors, Inc147$17.0K0.00%−17−10.4%Reduced
Carolinas Wealth Consulting LLC153$17.0K0.00%+7+4.8%Added
Venturi Wealth Management, LLC149$17.2K0.00%−7,745−98.1%Reduced
Thompson Investment Management, Inc.150$17.3K0.00%00.0%Unchanged
MV Capital Management, Inc.154$17.8K0.00%+19+14.1%Added
West Oak Capital, LLC160$18.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.150$18.0K0.00%00.0%Unchanged
Founders Capital Management157$18.1K0.01%00.0%Unchanged
Westside Investment Management, Inc.165$19.0K0.01%−52−24.0%Reduced
Cedar Wealth Management, LLC167$19.3K0.01%00.0%Unchanged
Earnest Partners LLC168$19.4K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC168$19.4K0.01%00.0%Unchanged
First Personal Financial Services185$21.3K0.01%00.0%Unchanged
Tfo-TDC, LLC191$21.4K0.00%00.0%Unchanged
Clear Investment Research, LLC197$22.7K0.04%00.0%Unchanged
Princeton Global Asset Management LLC199$23.0K0.01%00.0%Unchanged
Byrne Asset Management LLC–$23.0K0.02%––
Carmichael Hill & Associates, Inc.200$23.1K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.220$25.4K0.01%00.0%Unchanged
Ofi Invest Asset Management235$25.6K0.00%+235New
Legend Financial Advisors, Inc.230$26.5K0.02%00.0%Unchanged
SJS Investment Consulting Inc.233$26.9K0.01%+7+3.1%Added
JFS Wealth Advisors, LLC236$27.2K0.00%−16−6.3%Reduced
Carmel Capital Partners, LLC240$27.7K0.01%+240New
Prestige Wealth Management Group LLC240$27.7K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC240$28.0K0.00%+20+9.1%Added
CarsonAllaria Wealth Management, Ltd.248$28.6K0.02%00.0%Unchanged