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 |
|---|---|---|---|---|---|
| Wade G W & Inc | 2,687 | $310.0K | 0.01% | −237−8.1% | Reduced |
| Baron Wealth Management LLC | 2,694 | $310.7K | 0.20% | +11+0.4% | Added |
| Desjardins Global Asset Management Inc. | 2,694 | $310.7K | 0.03% | −5,165−65.7% | Reduced |
| Ascent Wealth Partners, LLC | 2,700 | $311.4K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,726 | $314.4K | 0.04% | −331−10.8% | Reduced |
| D.B. Root & Company, LLC | 2,726 | $314.4K | 0.12% | −4−0.1% | Reduced |
| World Equity Group, Inc. | 2,726 | $314.4K | 0.07% | +2,726 | New |
| Cyndeo Wealth Partners, LLC | 2,733 | $315.1K | 0.03% | +2,733 | New |
| Blackston Financial Advisory Group, LLC | 2,738 | $315.8K | 0.22% | +125+4.8% | Added |
| Wesbanco Bank Inc | 2,742 | $316.2K | 0.01% | −83−2.9% | Reduced |
| Absher Wealth Management, LLC | 2,749 | $317.0K | 0.05% | −1,503−35.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,875 | $317.9K | 0.29% | +4+0.1% | Added |
| Patton Albertson Miller Group, LLC | 2,762 | $318.5K | 0.06% | −46−1.6% | Reduced |
| Central Trust Co | 2,762 | $318.5K | 0.01% | −460−14.3% | Reduced |
| Green Harvest Asset Management LLC | 2,765 | $318.9K | 0.01% | −778−22.0% | Reduced |
| Wealthsource Partners, LLC | 2,792 | $322.0K | 0.02% | −35−1.2% | Reduced |
| Stokes Family Office, LLC | 2,797 | $322.6K | 0.04% | +381+15.8% | Added |
| RB Capital Management, LLC | 2,808 | $323.8K | 0.10% | +253+9.9% | Added |
| Colonial Trust Co | 2,820 | $325.2K | 0.08% | +24+0.9% | Added |
| Insigneo Advisory Services, LLC | 2,825 | $325.8K | 0.07% | +2,825 | New |
| Mountain Pacific Investment Advisers Inc | 2,826 | $325.9K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,836 | $327.1K | 0.09% | +120+4.4% | Added |
| Kinneret Advisory, LLC | 2,842 | $327.8K | 0.04% | −2−0.1% | Reduced |
| Atom Investors LP | 2,846 | $328.2K | 0.07% | +2,846 | New |
| EverSource Wealth Advisors, LLC | 2,852 | $329.0K | 0.03% | +96+3.5% | Added |
| Valeo Financial Advisors, LLC | 2,864 | $330.3K | 0.02% | −139−4.6% | Reduced |
| First Manhattan Co | 2,880 | $332.3K | 0.00% | −10.0% | Reduced |
| West Bancorporation Inc | 2,899 | $334.3K | 0.24% | +7+0.2% | Added |
| Paloma Partners Management Co | 2,901 | $334.6K | 0.07% | −1,074−27.0% | Reduced |
| Johnson Investment Counsel Inc | 2,908 | $335.4K | 0.00% | −306−9.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,951 | $340.4K | 0.22% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,957 | $341.0K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,958 | $341.1K | 0.29% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,976 | $343.2K | 0.04% | −53−1.7% | Reduced |
| One Charles Private Wealth Services, LLC | 2,988 | $344.6K | 0.20% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,990 | $344.8K | 0.14% | +2,990 | New |
| Sigma Investment Counselors Inc | 2,991 | $344.9K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,008 | $346.9K | 0.09% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 3,009 | $347.0K | 0.23% | +10.0% | Added |
| Simon Quick Advisors, LLC | 3,024 | $348.7K | 0.03% | +653+27.5% | Added |
| Longfellow Investment Management Co LLC | 3,028 | $349.2K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,037 | $350.2K | 0.01% | +181+6.3% | Added |
| CX Institutional | 3,038 | $350.4K | 0.02% | −22−0.7% | Reduced |
| Verition Fund Management LLC | 3,041 | $350.7K | 0.00% | −11,910−79.7% | Reduced |
| Dark Forest Capital Management LP | 3,041 | $350.7K | 0.03% | −4,472−59.5% | Reduced |
| Alpha Omega Wealth Management LLC | 3,047 | $351.4K | 0.06% | −135−4.2% | Reduced |
| Flaharty Asset Management, LLC | 3,050 | $351.8K | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,054 | $352.2K | 0.10% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 3,055 | $352.3K | 0.08% | +3,055 | New |
| Holderness Investments Co | 3,056 | $352.4K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,060 | $352.9K | 0.03% | +311+11.3% | Added |
| Rocky Mountain Advisers, LLC | 3,068 | $353.8K | 0.17% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,072 | $354.3K | 0.16% | +1,275+71.0% | Added |
| Kapitalo Investimentos Ltda | 3,085 | $355.8K | 0.05% | +3,085 | New |
| KCM Investment Advisors LLC | 3,092 | $356.6K | 0.02% | −250−7.5% | Reduced |
| Dohj, LLC | 3,145 | $357.9K | 0.16% | +640+25.5% | Added |
| Geneos Wealth Management Inc. | 3,136 | $361.7K | 0.02% | +295+10.4% | Added |
| Chase Investment Counsel Corp | 3,144 | $362.0K | 0.18% | +3,144 | New |
| Asahi Life Asset Management Co., Ltd. | 3,140 | $362.1K | 0.12% | −50−1.6% | Reduced |
| Buckhead Capital Management LLC | 3,142 | $362.4K | 0.15% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,142 | $362.4K | 0.08% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,144 | $362.6K | 0.35% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,152 | $363.5K | 0.01% | +240+8.2% | Added |
| Moody National Bank Trust Division | 3,156 | $364.0K | 0.02% | +47+1.5% | Added |
| Lakeview Capital Partners, LLC | 3,177 | $366.4K | 0.07% | +197+6.6% | Added |
| NorthLanding Financial Partners, LLC | 3,179 | $366.6K | 0.47% | −133−4.0% | Reduced |
| Pallas Capital Advisors LLC | 3,317 | $366.8K | 0.02% | +1,300+64.5% | Added |
| Reuter James Wealth Management, LLC | 3,189 | $367.8K | 0.28% | +3,189 | New |
| Douglas Lane & Associates, LLC | 3,202 | $369.3K | 0.01% | −96−2.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,208 | $370.0K | 0.05% | +757+30.9% | Added |
| Key Financial Inc | 3,213 | $370.6K | 0.12% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,215 | $370.8K | 0.20% | 00.0% | Unchanged |
| M. Kraus & Co | 3,221 | $371.4K | 0.13% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,248 | $374.6K | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,266 | $376.7K | 0.19% | +38+1.2% | Added |
| Motco | 3,281 | $378.4K | 0.03% | −9,270−73.9% | Reduced |
| Greatmark Investment Partners, Inc. | 3,284 | $378.7K | 0.07% | +320+10.8% | Added |
| Forum Financial Management, LP | 3,305 | $381.2K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,319 | $383.0K | 0.03% | −50−1.5% | Reduced |
| Everence Capital Management Inc | 3,334 | $385.0K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 3,340 | $385.2K | 0.04% | +3,340 | New |
| ICW Investment Advisors LLC | 3,357 | $387.2K | 0.21% | −150−4.3% | Reduced |
| Mendel Money Management | 3,364 | $388.0K | 0.21% | +160+5.0% | Added |
| Empowered Funds, LLC | 3,366 | $388.2K | 0.01% | +746+28.5% | Added |
| Pinebridge Investments, L.P. | 3,378 | $389.6K | 0.00% | −129,207−97.5% | Reduced |
| Cantor Fitzgerald, L. P. | 3,380 | $389.8K | 0.01% | −5,970−63.9% | Reduced |
| Successful Portfolios LLC | 3,393 | $391.4K | 0.35% | −8−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 3,397 | $391.8K | 0.05% | −31−0.9% | Reduced |
| Schmidt P J Investment Management Inc | 3,315 | $391.8K | 0.08% | −175−5.0% | Reduced |
| Professional Advisory Services Inc | 3,400 | $392.0K | 0.06% | −805−19.1% | Reduced |
| Flagship Harbor Advisors, LLC | 3,410 | $393.3K | 0.03% | −10−0.3% | Reduced |
| Hyperion Partners, LLC | 3,414 | $393.7K | 0.34% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,417 | $394.1K | 0.05% | +53+1.6% | Added |
| Darwin Advisors, LLC | 3,424 | $394.9K | 0.11% | +129+3.9% | Added |
| Syntax Research, Inc. | 3,426 | $395.1K | 0.32% | +3,426 | New |
| Rossmore Private Capital | 3,428 | $395.4K | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,428 | $395.4K | 0.02% | −91−2.6% | Reduced |
| Cigna Investments Inc | 3,432 | $396.0K | 0.09% | −438−11.3% | Reduced |