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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 6,053 | $698.1K | 0.72% | −409−6.3% | Reduced |
| TrimTabs Asset Management, LLC | 6,068 | $699.8K | 0.37% | +146+2.5% | Added |
| Assetmark, Inc | 6,111 | $704.8K | 0.00% | +2,899+90.3% | Added |
| Trustmark National Bank Trust Department | 6,120 | $705.8K | 0.07% | −422−6.5% | Reduced |
| Studio Investment Management LLC | 6,157 | $710.1K | 0.20% | +1,343+27.9% | Added |
| Greenleaf Trust | 6,171 | $711.7K | 0.01% | +587+10.5% | Added |
| Linden Thomas Advisory Services, LLC | 6,172 | $711.8K | 0.16% | +401+6.9% | Added |
| Wealth Alliance | 6,177 | $712.4K | 0.11% | +2,715+78.4% | Added |
| Sara-Bay Financial | 6,181 | $712.9K | 0.36% | −193−3.0% | Reduced |
| Lavaca Capital LLC | 6,263 | $722.3K | 0.26% | −491−7.3% | Reduced |
| Engineers Gate Manager LP | 6,279 | $724.2K | 0.03% | −76,126−92.4% | Reduced |
| High Falls Advisors, Inc | 6,308 | $727.5K | 0.22% | +294+4.9% | Added |
| TD Waterhouse Canada Inc. | 6,141 | $728.1K | 0.01% | −4,663−43.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,340 | $731.2K | 0.05% | +338+5.6% | Added |
| MAI Capital Management | 6,353 | $732.7K | 0.01% | +403+6.8% | Added |
| Meridian Wealth Management, LLC | 6,398 | $737.9K | 0.05% | +2,528+65.3% | Added |
| Capital Investment Advisors, LLC | 6,423 | $740.7K | 0.02% | +11+0.2% | Added |
| Balyasny Asset Management LLC | 6,438 | $742.5K | 0.00% | −223,603−97.2% | Reduced |
| Strong Tower Advisory Services | 6,518 | $751.8K | 0.38% | +74+1.1% | Added |
| Guyasuta Investment Advisors Inc | 6,562 | $756.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,599 | $761.0K | 0.04% | +4,406+200.9% | Added |
| Patten & Patten Inc | 6,641 | $765.9K | 0.07% | +120+1.8% | Added |
| Tiaa Trust, National Association | 6,668 | $769.0K | 0.00% | +6,668 | New |
| Koshinski Asset Management, Inc. | 6,674 | $769.7K | 0.09% | −646−8.8% | Reduced |
| Paragon Private Wealth Management, LLC | 6,688 | $771.3K | 0.64% | +546+8.9% | Added |
| Ci Investments Inc. | 6,711 | $774.0K | 0.00% | +189+2.9% | Added |
| Westpac Banking Corp | 6,766 | $780.3K | 0.06% | −13,693−66.9% | Reduced |
| Syntal Capital Partners, LLC | 6,770 | $780.8K | 0.61% | −3,443−33.7% | Reduced |
| Scott Investment Partners LLP | 6,800 | $784.0K | 1.80% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,801 | $784.4K | 0.12% | −241−3.4% | Reduced |
| Salvus Wealth Management, LLC | 6,828 | $787.5K | 0.62% | +131+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 6,834 | $788.2K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6,852 | $790.2K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 6,890 | $794.6K | 0.08% | +73+1.1% | Added |
| GSB Wealth Management, LLC | 6,929 | $799.1K | 0.27% | −25−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 6,949 | $801.4K | 0.10% | +663+10.5% | Added |
| Oppenheimer Asset Management Inc. | 6,972 | $804.1K | 0.01% | +531+8.2% | Added |
| Tompkins Financial Corp | 7,014 | $808.9K | 0.13% | +1,156+19.7% | Added |
| HRT Financial LP | 7,055 | $813.0K | 0.01% | −39,790−84.9% | Reduced |
| CenterBook Partners LP | 7,100 | $818.8K | 0.10% | +4,373+160.4% | Added |
| FineMark National Bank & Trust | 7,116 | $820.7K | 0.04% | −281−3.8% | Reduced |
| McDonald Partners LLC | 7,144 | $824.0K | 0.27% | 00.0% | Unchanged |
| Human Investing LLC | 7,183 | $828.4K | 0.19% | −253−3.4% | Reduced |
| Warren Averett Asset Management, LLC | 7,219 | $832.6K | 0.04% | +7,219 | New |
| Clifford Swan Investment Counsel LLC | 7,249 | $836.1K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,300 | $842.0K | 0.00% | +843+13.1% | Added |
| Park National Corp | 7,328 | $845.1K | 0.04% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 7,348 | $847.4K | 0.19% | +844+13.0% | Added |
| Kapstone Financial Advisors LLC | 7,416 | $855.3K | 0.77% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,418 | $855.5K | 0.03% | +7+0.1% | Added |
| Guinness Atkinson Asset Management Inc | 7,429 | $856.8K | 0.48% | +504+7.3% | Added |
| Savant Capital, LLC | 7,456 | $859.9K | 0.01% | +513+7.4% | Added |
| Magnetar Financial LLC | 7,496 | $864.5K | 0.02% | +7,496 | New |
| Ballentine Partners, LLC | 7,500 | $865.0K | 0.02% | −32−0.4% | Reduced |
| Equitable Holdings, Inc. | 7,564 | $872.4K | 0.01% | +1,384+22.4% | Added |
| Bard Financial Services, Inc. | 7,570 | $873.0K | 0.11% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,615 | $878.0K | 0.26% | −60−0.8% | Reduced |
| Granite Investment Partners, LLC | 7,648 | $882.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,753 | $882.1K | 0.32% | −360−4.4% | Reduced |
| Argent Trust Co | 7,674 | $885.0K | 0.05% | +266+3.6% | Added |
| Moore Capital Management, LP | 7,677 | $885.4K | 0.02% | +7,677 | New |
| Jackson Wealth Management, LLC | 7,697 | $888.0K | 0.13% | +63+0.8% | Added |
| Marshall Wace, LLP | 7,711 | $889.3K | 0.00% | −175,826−95.8% | Reduced |
| Powers Advisory Group, LLC | 7,735 | $892.0K | 0.61% | −136−1.7% | Reduced |
| Old National Bancorp | 7,736 | $892.2K | 0.03% | −839−9.8% | Reduced |
| Rehmann Capital Advisory Group | 7,781 | $897.5K | 0.08% | +56+0.7% | Added |
| Choate Investment Advisors | 7,943 | $916.1K | 0.04% | +538+7.3% | Added |
| L.M. Kohn & Company | 7,957 | $917.7K | 0.33% | −13−0.2% | Reduced |
| Heritage Trust Co | 7,958 | $917.8K | 0.14% | −333−4.0% | Reduced |
| Balentine LLC | 7,969 | $919.0K | 0.03% | +663+9.1% | Added |
| Cross Staff Investments Inc | 7,980 | $920.4K | 0.90% | −90−1.1% | Reduced |
| Cipher Capital LP | 8,007 | $923.4K | 0.65% | +8,007 | New |
| Coldstream Capital Management Inc | 8,015 | $924.4K | 0.03% | +3,498+77.4% | Added |
| Thoroughbred Financial Services, LLC | 8,024 | $925.0K | 0.09% | −2,388−22.9% | Reduced |
| Harbor Investment Advisory, LLC | 8,045 | $927.8K | 0.12% | −49−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 8,058 | $929.0K | 0.02% | −125−1.5% | Reduced |
| Burney Co | 8,073 | $931.1K | 0.04% | −330−3.9% | Reduced |
| Naviter Wealth, LLC | 8,075 | $931.3K | 0.22% | −78−1.0% | Reduced |
| Machina Capital S.A.S. | 8,126 | $937.2K | 0.52% | +8,126 | New |
| IHT Wealth Management, LLC | 8,151 | $940.0K | 0.05% | +1,650+25.4% | Added |
| Hilltop Holdings Inc. | 8,151 | $940.1K | 0.12% | +679+9.1% | Added |
| Sawtooth Solutions, LLC | 8,219 | $947.9K | 0.03% | +969+13.4% | Added |
| Bleakley Financial Group, LLC | 8,219 | $947.9K | 0.03% | +969+13.4% | Added |
| Parallel Advisors, LLC | 8,233 | $949.6K | 0.03% | +400+5.1% | Added |
| Martin Capital Partners, LLC | 8,284 | $955.0K | 0.40% | +5+0.1% | Added |
| Confluence Wealth Services, Inc. | 8,316 | $959.1K | 0.19% | −20.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,351 | $963.1K | 0.02% | −663−7.4% | Reduced |
| Rogco, LP | 8,376 | $966.0K | 0.48% | +8,376 | New |
| Freestone Capital Holdings, LLC | 8,385 | $967.0K | 0.05% | −246−2.9% | Reduced |
| Sherbrooke Park Advisers LLC | 8,504 | $980.8K | 0.31% | −796−8.6% | Reduced |
| Independent Advisor Alliance | 8,521 | $982.8K | 0.04% | −963−10.2% | Reduced |
| Moors & Cabot, Inc. | 8,522 | $982.9K | 0.07% | +40+0.5% | Added |
| Covenant Asset Management, LLC | 8,548 | $985.8K | 0.30% | −250−2.8% | Reduced |
| Marshall Financial Group LLC | 8,607 | $992.7K | 0.36% | −232−2.6% | Reduced |
| Rathbone Brothers plc | 8,641 | $996.6K | 0.01% | +8,641 | New |
| LMG Wealth Partners, LLC | 8,689 | $1.00M | 0.31% | +742+9.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 8,807 | $1.02M | 0.46% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 8,887 | $1.02M | 0.03% | +4,487+102.0% | Added |
| Financial Advisors Network, Inc. | 8,964 | $1.03M | 0.23% | +8,964 | New |
| Moloney Securities Asset Management, LLC | 9,030 | $1.04M | 0.19% | +1,073+13.5% | Added |