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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Icon Wealth Partners, LLC | 13,610 | $1.57M | 0.18% | −1,019−7.0% | Reduced |
| Graham Capital Management, L.P. | 13,697 | $1.58M | 0.05% | −16,271−54.3% | Reduced |
| Anchor Investment Management, LLC | 13,742 | $1.58M | 0.21% | −50.0% | Reduced |
| United Asset Strategies, Inc. | 13,769 | $1.59M | 0.21% | +217+1.6% | Added |
| Neo Ivy Capital Management | 13,896 | $1.60M | 0.70% | +13,896 | New |
| Ameritas Investment Partners, Inc. | 14,008 | $1.62M | 0.06% | +1,991+16.6% | Added |
| Panagora Asset Management Inc | 14,054 | $1.62M | 0.01% | +1,257+9.8% | Added |
| Wealthspire Advisors, LLC | 14,091 | $1.63M | 0.03% | +394+2.9% | Added |
| Versor Investments LP | 14,116 | $1.63M | 0.33% | +5,252+59.3% | Added |
| Empire Financial Management Company, LLC | 14,195 | $1.64M | 0.71% | −105−0.7% | Reduced |
| Midwest Professional Planners, LTD. | 14,195 | $1.64M | 0.74% | +682+5.0% | Added |
| SYSTM Wealth Solutions LLC | 14,327 | $1.65M | 0.25% | −1,382−8.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,471 | $1.67M | 0.11% | −188−1.3% | Reduced |
| Bollard Group LLC | 14,472 | $1.67M | 0.06% | +82+0.6% | Added |
| Cornerstone Advisors, LLC | 14,500 | $1.67M | 0.08% | +14,500 | New |
| Keybank National Association | 14,509 | $1.67M | 0.01% | −455−3.0% | Reduced |
| Clearstead Advisors, LLC | 14,593 | $1.68M | 0.10% | −492−3.3% | Reduced |
| Mastrapasqua Asset Management Inc | 14,853 | $1.71M | 0.20% | −445−2.9% | Reduced |
| Alberta Investment Management Corp | 14,900 | $1.72M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,978 | $1.73M | 0.02% | −39,696−72.6% | Reduced |
| Great Lakes Retirement, Inc. | 15,036 | $1.73M | 0.31% | −27−0.2% | Reduced |
| National Asset Management, Inc. | 15,061 | $1.74M | 0.05% | +4,288+39.8% | Added |
| Ieq Capital, LLC | 15,100 | $1.74M | 0.04% | +909+6.4% | Added |
| E. Ohman J:or Asset Management AB | 15,100 | $1.74M | 0.07% | +900+6.3% | Added |
| Hall Capital Management Co Inc | 15,150 | $1.75M | 1.12% | −3,433−18.5% | Reduced |
| Washington Trust Co | 15,245 | $1.76M | 0.08% | −102−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 15,271 | $1.76M | 0.12% | −226−1.5% | Reduced |
| NEOS Investment Management LLC | 15,404 | $1.78M | 0.23% | +15,404 | New |
| Cornell Pochily Investment Advisors, Inc. | 15,425 | $1.78M | 0.78% | +86+0.6% | Added |
| Mission Creek Capital Partners, Inc. | 15,448 | $1.78M | 0.60% | +73+0.5% | Added |
| BLB&B Advisors, LLC | 15,704 | $1.81M | 0.13% | −820−5.0% | Reduced |
| IMS Capital Management | 15,760 | $1.82M | 1.08% | −271−1.7% | Reduced |
| Palisade Asset Management, LLC | 15,850 | $1.83M | 0.22% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,895 | $1.83M | 0.02% | −511−3.1% | Reduced |
| Radnor Capital Management, LLC | 15,991 | $1.84M | 0.37% | +15,991 | New |
| Canada Pension Plan Investment Board | 16,064 | $1.85M | 0.00% | +5,900+58.0% | Added |
| Prime Capital Investment Advisors, LLC | 16,165 | $1.86M | 0.04% | −844−5.0% | Reduced |
| Toroso Investments, LLC | 16,194 | $1.87M | 0.06% | +63+0.4% | Added |
| Metis Global Partners, LLC | 16,291 | $1.88M | 0.09% | +3,699+29.4% | Added |
| Appleton Partners Inc | 16,314 | $1.88M | 0.17% | +427+2.7% | Added |
| Hancock Whitney Corp | 16,514 | $1.90M | 0.08% | −1,761−9.6% | Reduced |
| Mattern Wealth Management LLC | 16,551 | $1.91M | 0.56% | +2,395+16.9% | Added |
| Bridgeway Capital Management, LLC | 16,600 | $1.91M | 0.05% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 16,616 | $1.92M | 0.48% | −1,369−7.6% | Reduced |
| New Mexico Educational Retirement Board | 16,648 | $1.92M | 0.08% | +1,100+7.1% | Added |
| Echo Street Capital Management LLC | 16,846 | $1.94M | 0.02% | −10,274−37.9% | Reduced |
| Norinchukin Bank, The | 16,854 | $1.94M | 0.05% | −18,824−52.8% | Reduced |
| MSH Capital Advisors LLC | 16,949 | $1.95M | 0.77% | +30.0% | Added |
| Carmignac Gestion | 16,986 | $1.96M | 0.04% | −5,800−25.5% | Reduced |
| Redwood Investment Management, LLC | 17,021 | $1.96M | 0.17% | +68+0.4% | Added |
| United Community Bank | 17,064 | $1.97M | 0.96% | +1,784+11.7% | Added |
| J. W. Coons Advisors, LLC | 17,084 | $1.97M | 0.57% | −1,460−7.9% | Reduced |
| Albert D Mason Inc | 17,133 | $1.98M | 1.43% | −510−2.9% | Reduced |
| Ironwood Investment Counsel, LLC | 17,355 | $2.00M | 0.47% | −309−1.7% | Reduced |
| ISAM Funds (UK) Ltd | 17,357 | $2.00M | 1.27% | +17,357 | New |
| Marks Group Wealth Management, Inc | 17,366 | $2.00M | 0.25% | −89−0.5% | Reduced |
| Holocene Advisors, LP | 17,407 | $2.01M | 0.01% | −129,602−88.2% | Reduced |
| Fayez Sarofim & Co | 17,512 | $2.02M | 0.01% | +85+0.5% | Added |
| Apollon Wealth Management, LLC | 17,591 | $2.03M | 0.10% | +2,914+19.9% | Added |
| Nations Financial Group Inc, | 17,640 | $2.03M | 0.20% | +205+1.2% | Added |
| Pathstone Family Office, LLC | 17,548 | $2.03M | 0.02% | +10,731+157.4% | Added |
| Whittier Trust Co | 17,662 | $2.04M | 0.04% | +1,935+12.3% | Added |
| Pacitti Group Inc. | 17,768 | $2.05M | 1.43% | +422+2.4% | Added |
| Bessemer Group Inc | 17,889 | $2.06M | 0.00% | +523+3.0% | Added |
| Cetera Advisors LLC | 17,976 | $2.07M | 0.03% | +755+4.4% | Added |
| Varma Mutual Pension Insurance Co | 18,000 | $2.08M | 0.03% | +18,000 | New |
| AIA Group Ltd | 18,013 | $2.08M | 0.10% | +8,145+82.5% | Added |
| Sterling Investment Advisors, Ltd. | 18,059 | $2.08M | 0.73% | +60.0% | Added |
| Griffin Asset Management, Inc. | 18,137 | $2.09M | 0.30% | −213−1.2% | Reduced |
| CWM, LLC | 18,159 | $2.09M | 0.01% | +4,135+29.5% | Added |
| Zions Bancorporation, N.A. | 18,201 | $2.10M | 0.18% | +18,156+40,346.7% | Added |
| Capital Analysts, LLC | 18,235 | $2.10M | 0.12% | −515−2.7% | Reduced |
| PFW Advisors LLC | 18,249 | $2.10M | 0.74% | 00.0% | Unchanged |
| Bokf, NA | 19,226 | $2.14M | 0.05% | −6,210−24.4% | Reduced |
| AE Wealth Management LLC | 18,609 | $2.15M | 0.01% | +9,417+102.4% | Added |
| Atria Wealth Solutions, Inc. | 18,614 | $2.15M | 0.03% | −895−4.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,657 | $2.15M | 0.97% | +274+1.5% | Added |
| Dakota Wealth Management | 18,711 | $2.16M | 0.10% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 19,127 | $2.21M | 0.03% | −516−2.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 19,165 | $2.21M | 1.67% | −975−4.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 19,468 | $2.25M | 0.44% | −17−0.1% | Reduced |
| Cresset Asset Management, LLC | 19,524 | $2.25M | 0.02% | +3,650+23.0% | Added |
| Texas Yale Capital Corp. | 19,539 | $2.25M | 0.10% | −500−2.5% | Reduced |
| Lantz Financial LLC | 19,848 | $2.29M | 0.91% | +213+1.1% | Added |
| First National Trust Co | 19,854 | $2.29M | 0.11% | −213−1.1% | Reduced |
| Snowden Capital Advisors LLC | 19,953 | $2.30M | 0.10% | +931+4.9% | Added |
| FDx Advisors, Inc. | 20,009 | $2.31M | 0.19% | −982−4.7% | Reduced |
| LVW Advisors, LLC | 20,335 | $2.35M | 0.50% | +4,586+29.1% | Added |
| Torray LLC | 20,470 | $2.36M | 0.42% | +2,010+10.9% | Added |
| Accurate Wealth Management, LLC | 19,923 | $2.37M | 0.74% | +19,923 | New |
| Meritage Portfolio Management | 20,661 | $2.38M | 0.18% | −245−1.2% | Reduced |
| Glenview Trust Co | 20,815 | $2.40M | 0.07% | +1,519+7.9% | Added |
| Ghe, LLC | 20,912 | $2.41M | 1.63% | +149+0.7% | Added |
| Oppenheimer & Co Inc | 21,212 | $2.45M | 0.05% | +213+1.0% | Added |
| Bath Savings Trust Co | 21,373 | $2.46M | 0.30% | +100.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 21,376 | $2.47M | 0.16% | −644−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,436 | $2.47M | 0.74% | −22,095−50.8% | Reduced |
| Advisor Partners II, LLC | 21,548 | $2.49M | 0.10% | +3,493+19.3% | Added |
| IFG Advisory, LLC | 21,555 | $2.49M | 0.21% | +548+2.6% | Added |
| Armbruster Capital Management, Inc. | 21,658 | $2.50M | 0.63% | −1,000−4.4% | Reduced |