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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,045 | $117.0K | 0.00% | +202+24.0% | Added |
| Delta Asset Management LLC | 1,018 | $117.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,035 | $119.4K | 0.02% | +295+39.9% | Added |
| AdvisorNet Financial, Inc | 1,040 | $119.9K | 0.01% | −250−19.4% | Reduced |
| Cutler Group LP | 1,052 | $121.0K | 0.02% | +1,050+52,500.0% | Added |
| Sutton Wealth Advisors Inc. | 1,077 | $124.2K | 0.06% | −1−0.1% | Reduced |
| Concord Wealth Partners | 1,125 | $129.8K | 0.03% | −317−22.0% | Reduced |
| Barrett & Company, Inc. | 1,156 | $133.3K | 0.08% | +36+3.2% | Added |
| Blue Chip Partners, Inc. | 1,171 | $135.1K | 0.02% | −38−3.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,234 | $142.3K | 0.05% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,240 | $143.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,257 | $145.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,266 | $146.0K | 0.00% | −1,187−48.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,300 | $149.9K | 0.03% | 00.0% | Unchanged |
| Tobam | 1,317 | $152.0K | 0.01% | +667+102.6% | Added |
| Harbour Investments, Inc. | 1,341 | $154.6K | 0.01% | +82+6.5% | Added |
| China Universal Asset Management Co., Ltd. | 1,343 | $154.9K | 0.04% | +936+230.0% | Added |
| Baystate Wealth Management LLC | 1,398 | $161.3K | 0.01% | −20−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,430 | $165.0K | 0.03% | +23+1.6% | Added |
| Deseret Mutual Benefit Administrators | 1,431 | $165.0K | 0.08% | −485−25.3% | Reduced |
| Blume Capital Management, Inc. | 1,431 | $165.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,450 | $167.2K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,452 | $167.5K | 0.04% | −17−1.2% | Reduced |
| First Financial Corp | 1,453 | $167.6K | 0.10% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,457 | $168.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,458 | $168.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,481 | $170.8K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,500 | $173.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,512 | $174.4K | 0.02% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,533 | $176.8K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,545 | $178.2K | 0.02% | +1,545 | New |
| Indiana Trust & Investment Management CO | 1,570 | $181.1K | 0.09% | +1,570 | New |
| Creative Financial Designs Inc | 1,601 | $184.7K | 0.02% | +209+15.0% | Added |
| Bank of New Hampshire | 1,662 | $191.7K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,700 | $196.1K | 0.02% | −25−1.4% | Reduced |
| Tradition Wealth Management, LLC | 1,719 | $198.0K | 0.02% | +66+4.0% | Added |
| Fifth Third Wealth Advisors LLC | 1,740 | $200.7K | 0.08% | +1,740 | New |
| Trust Co of Toledo NA | 1,749 | $201.7K | 0.04% | +1,749 | New |
| LMCG Investments, LLC | 1,750 | $201.8K | 0.01% | +1,750 | New |
| Banque Pictet & Cie SA | 1,760 | $203.0K | 0.00% | −1,406−44.4% | Reduced |
| Financial Management Professionals, Inc. | 1,761 | $203.0K | 0.04% | −230−11.6% | Reduced |
| Security Financial Services, INC. | 1,767 | $203.8K | 0.06% | +1,767 | New |
| SignalPoint Asset Management, LLC | 1,770 | $204.1K | 0.07% | +1,770 | New |
| Glen Eagle Advisors, LLC | 1,777 | $204.9K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,783 | $205.6K | 0.11% | +1,783 | New |
| Unionview, LLC | 1,783 | $205.6K | 0.19% | +1,783 | New |
| Edgemoor Investment Advisors, Inc. | 1,793 | $206.9K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,800 | $207.6K | 0.01% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,800 | $207.6K | 0.02% | 00.0% | Unchanged |
| Samjo Capital LLC | 1,800 | $207.6K | 0.08% | +1,800 | New |
| Guardian Wealth Advisors, LLC | 1,807 | $208.4K | 0.04% | +1,807 | New |
| Empower Advisory Group, LLC | 1,807 | $208.4K | 0.00% | +1,807 | New |
| Arete Wealth Advisors, LLC | 1,810 | $208.8K | 0.04% | +1,810 | New |
| Aaron Wealth Advisors | 1,816 | $209.4K | 0.03% | +1,816 | New |
| Transcend Wealth Collective, LLC | 1,817 | $209.5K | 0.02% | +1,817 | New |
| Vantage Consulting Group Inc | 1,817 | $209.6K | 0.14% | −134−6.9% | Reduced |
| Syntax Advisors, LLC | 1,817 | $209.6K | 0.18% | −134−6.9% | Reduced |
| 180 Wealth Advisors, LLC | 1,825 | $210.5K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,782 | $210.6K | 0.00% | −184−9.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,832 | $211.3K | 0.03% | +4+0.2% | Added |
| Glassman Wealth Services | 1,835 | $211.6K | 0.03% | −53−2.8% | Reduced |
| Monument Capital Management | 1,844 | $212.7K | 0.07% | +1,844 | New |
| S&CO Inc | 1,855 | $213.0K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 1,860 | $214.5K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,863 | $215.0K | 0.10% | −291−13.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,865 | $215.1K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,867 | $215.4K | 0.06% | −36−1.9% | Reduced |
| Comerica Securities,inc. | 1,874 | $216.1K | 0.02% | +1,874 | New |
| Adviser Investments LLC | 1,875 | $216.3K | 0.00% | +19+1.0% | Added |
| Oakworth Capital, Inc. | 1,876 | $216.4K | 0.02% | −51−2.6% | Reduced |
| Fulcrum Capital LLC | 1,877 | $216.5K | 0.06% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,879 | $216.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,879 | $217.0K | 0.04% | +160+9.3% | Added |
| Peoples Bank | 1,886 | $217.5K | 0.14% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,895 | $218.6K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,898 | $218.9K | 0.04% | −31−1.6% | Reduced |
| Legacy Advisors, LLC | 1,903 | $219.5K | 0.04% | +1,903 | New |
| Executive Wealth Management, LLC | 1,905 | $219.8K | 0.02% | −18−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,906 | $219.8K | 0.07% | +18+1.0% | Added |
| GeoWealth Management, LLC | 1,909 | $220.0K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,919 | $221.3K | 0.02% | +1,919 | New |
| Capital Advisors Wealth Management, LLC | 1,933 | $222.9K | 0.06% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,940 | $224.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,958 | $225.9K | 0.02% | +1,958 | New |
| Perigon Wealth Management, LLC | 1,977 | $228.0K | 0.01% | −1,135−36.5% | Reduced |
| Davis R M Inc | 1,978 | $228.0K | 0.01% | −883−30.9% | Reduced |
| Sunflower Bank, N.A. | 1,985 | $228.9K | 0.06% | −61−3.0% | Reduced |
| Shell Asset Management Co | 1,996 | $230.0K | 0.01% | −257−11.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,998 | $230.4K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 2,000 | $230.7K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,000 | $230.7K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $230.7K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $230.7K | 0.08% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,000 | $230.7K | 0.25% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,000 | $231.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,007 | $231.5K | 0.21% | −100−4.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,012 | $232.0K | 0.11% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,016 | $232.5K | 0.02% | +5+0.2% | Added |
| WealthPLAN Partners, LLC | 2,033 | $234.5K | 0.03% | +65+3.3% | Added |
| NorthCrest Asset Manangement, LLC | 2,034 | $234.6K | 0.01% | +34+1.7% | Added |