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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 4,608 | $515.5K | 0.12% | −120−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,472 | $515.8K | 0.01% | −551−11.0% | Reduced |
| Terra Nova Asset Management LLC | 4,613 | $516.0K | 0.47% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,478 | $516.5K | 0.03% | +781+21.1% | Added |
| Sciencast Management LP | 4,505 | $519.6K | 0.24% | +4,505 | New |
| Relative Value Partners Group, LLC | 4,507 | $519.8K | 0.03% | +507+12.7% | Added |
| Romano Brothers and Company | 4,515 | $520.7K | 0.08% | +11+0.2% | Added |
| Aureus Asset Management, LLC | 4,519 | $521.2K | 0.04% | −162−3.5% | Reduced |
| GTS Securities LLC | 4,550 | $524.8K | 0.01% | +2,626+136.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 4,560 | $525.9K | 0.24% | +4,560 | New |
| PFG Investments, LLC | 4,588 | $529.1K | 0.10% | +82+1.8% | Added |
| Fund Management at Engine No. 1 LLC | 4,589 | $529.2K | 0.08% | +410+9.8% | Added |
| Proficio Capital Partners LLC | 4,600 | $530.5K | 0.07% | +127+2.8% | Added |
| Summit Wealth Partners, LLC | 4,609 | $531.5K | 0.14% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,628 | $533.7K | 0.44% | +78+1.7% | Added |
| Eastern Bank | 4,658 | $537.2K | 0.03% | −22−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,687 | $540.6K | 0.02% | +1,638+53.7% | Added |
| Marble Harbor Investment Counsel, LLC | 4,711 | $543.3K | 0.07% | +83+1.8% | Added |
| V-Square Quantitative Management LLC | 4,736 | $546.2K | 0.24% | +1,898+66.9% | Added |
| Wimmer Associates 1, LLC | 4,739 | $546.5K | 0.34% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,770 | $550.1K | 0.15% | −463−8.8% | Reduced |
| Legacy Financial Advisors, Inc. | 4,783 | $551.7K | 0.11% | −45−0.9% | Reduced |
| Saratoga Research & Investment Management | 4,795 | $553.0K | 0.03% | −263−5.2% | Reduced |
| Kolinsky Wealth Management, LLC | 4,809 | $554.6K | 0.55% | −11−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 4,818 | $555.6K | 0.04% | +134+2.9% | Added |
| Live Oak Investment Partners | – | $556.4K | 0.48% | – | – |
| Modera Wealth Management, LLC | 4,828 | $556.8K | 0.01% | −464−8.8% | Reduced |
| Avidian Wealth Solutions, LLC | 4,833 | $557.4K | 0.04% | −99−2.0% | Reduced |
| OmniStar Financial Group, Inc. | 4,833 | $558.3K | 0.66% | +464+10.6% | Added |
| Truadvice, LLC | 4,855 | $560.4K | 0.22% | −65−1.3% | Reduced |
| Buck Wealth Strategies, LLC | 4,878 | $562.6K | 0.23% | +4,287+725.4% | Added |
| Fiduciary Group LLC | 4,886 | $563.5K | 0.07% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,900 | $565.1K | 0.02% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4,929 | $568.5K | 0.29% | +4,929 | New |
| Nottingham Advisors, Inc. | 4,938 | $569.5K | 0.09% | +4+0.1% | Added |
| First PREMIER Bank | 4,937 | $570.0K | 0.17% | 00.0% | Unchanged |
| Haverford Trust Co | 4,946 | $570.4K | 0.01% | −87−1.7% | Reduced |
| Agf Management Ltd | 4,949 | $570.8K | 0.00% | −9,946−66.8% | Reduced |
| NTV Asset Management LLC | 4,950 | $570.9K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,952 | $571.2K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,995 | $576.0K | 0.08% | +54+1.1% | Added |
| Qtron Investments LLC | 5,019 | $578.8K | 0.11% | −1,326−20.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,058 | $583.0K | 0.25% | −279−5.2% | Reduced |
| Family Firm, Inc. | 5,107 | $589.0K | 0.17% | +7+0.1% | Added |
| Algert Global LLC | 5,155 | $594.5K | 0.03% | −6,148−54.4% | Reduced |
| Elevated Capital Advisors, LLC | 5,201 | $599.8K | 0.20% | +4+0.1% | Added |
| Ramirez Asset Management, Inc. | 5,212 | $601.1K | 0.13% | +5,212 | New |
| Schechter Investment Advisors, LLC | 5,233 | $603.5K | 0.06% | −243−4.4% | Reduced |
| Commerzbank Aktiengesellschaft | 5,234 | $604.0K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,242 | $604.6K | 0.69% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,245 | $605.0K | 0.64% | +67+1.3% | Added |
| Hurlow Wealth Management Group, Inc. | 5,253 | $605.8K | 0.26% | +4+0.1% | Added |
| Private Trust Co NA | 5,259 | $606.5K | 0.08% | +55+1.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,262 | $606.9K | 0.01% | +31+0.6% | Added |
| Jmac Enterprises LLC | 5,300 | $611.2K | 0.15% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,305 | $611.9K | 0.01% | +10.0% | Added |
| Raleigh Capital Management Inc. | 5,325 | $614.1K | 0.31% | +5,276+10,767.3% | Added |
| Summit Trail Advisors, LLC | 5,329 | $614.6K | 0.02% | +351+7.1% | Added |
| Range Financial Group LLC | 5,336 | $615.4K | 0.41% | −285−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,349 | $616.9K | 0.06% | +406+8.2% | Added |
| Prio Wealth Limited Partnership | 5,367 | $619.0K | 0.02% | 00.0% | Unchanged |
| Bender Robert & Associates | 5,405 | $623.4K | 0.18% | −300−5.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,410 | $624.0K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,429 | $626.1K | 0.01% | +397+7.9% | Added |
| Norris Perne & French LLP | 5,455 | $629.1K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 5,471 | $631.0K | 0.17% | +5,471 | New |
| Change Path, LLC | 5,467 | $631.0K | 0.05% | −7,858−59.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,475 | $631.0K | 0.00% | −619−10.2% | Reduced |
| RW Investment Management LLC | 5,477 | $631.7K | 0.11% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 5,477 | $631.7K | 0.34% | +583+11.9% | Added |
| Procyon Private Wealth Partners, LLC | 5,489 | $633.0K | 0.06% | +1,392+34.0% | Added |
| Dorsey & Whitney Trust CO LLC | 5,492 | $633.4K | 0.06% | +819+17.5% | Added |
| Western Financial Corp | 5,496 | $633.9K | 0.46% | +14+0.3% | Added |
| We Are One Seven, LLC | 5,503 | $634.7K | 0.05% | +433+8.5% | Added |
| Gallacher Capital Management LLC | 5,513 | $635.8K | 0.40% | −731−11.7% | Reduced |
| Benjamin Edwards Inc | 5,512 | $636.0K | 0.15% | +1,316+31.4% | Added |
| IFP Advisors, Inc | 5,521 | $636.9K | 0.03% | −896−14.0% | Reduced |
| HB Wealth Management, LLC | 5,550 | $640.0K | 0.01% | +667+13.7% | Added |
| Pacific Global Investment Management CO | 5,564 | $641.7K | 0.14% | −461−7.7% | Reduced |
| Ossiam | 5,582 | $643.8K | 0.01% | −343−5.8% | Reduced |
| Fulton Bank, N.A. | 5,609 | $646.9K | 0.03% | +5,609 | New |
| Chesley Taft & Associates LLC | 5,650 | $651.6K | 0.04% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 5,689 | $656.1K | 0.45% | +5+0.1% | Added |
| Marino, Stram & Associates LLC | 5,691 | $656.3K | 0.19% | +9+0.2% | Added |
| CAPROCK Group, Inc. | 5,697 | $657.0K | 0.05% | +1,524+36.5% | Added |
| Paradigm Financial Partners, LLC | 5,773 | $659.5K | 0.18% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,719 | $659.6K | 0.06% | +4,072+247.2% | Added |
| Integrated Advisors Network LLC | 5,729 | $660.8K | 0.04% | −392−6.4% | Reduced |
| Linscomb & Williams, Inc. | 5,731 | $661.0K | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 5,736 | $661.5K | 0.34% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,786 | $667.1K | 0.03% | +59+1.0% | Added |
| Lindbrook Capital, LLC | 5,815 | $670.6K | 0.08% | −254−4.2% | Reduced |
| Penn Davis McFarland Inc | 5,881 | $678.3K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,882 | $678.4K | 0.02% | +6+0.1% | Added |
| STF Management LP | 5,911 | $681.7K | 0.36% | +3,607+156.6% | Added |
| Jacobi Capital Management LLC | 5,915 | $682.2K | 0.08% | +3,453+140.3% | Added |
| Baldwin Investment Management, LLC | 5,950 | $686.2K | 0.11% | −50−0.8% | Reduced |
| Compass Ion Advisors, LLC | 5,964 | $687.8K | 0.12% | +5,964 | New |
| Fairfield, Bush & Co. | 6,015 | $693.7K | 0.45% | −8,800−59.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,038 | $696.4K | 0.21% | −820−12.0% | Reduced |