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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 9,070 | $1.05M | 0.06% | −138−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 8,988 | $1.05M | 0.06% | +29+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 9,135 | $1.05M | 0.05% | −1,167−11.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,141 | $1.05M | 0.05% | −670−6.8% | Reduced |
| Lincoln National Corp | 9,154 | $1.06M | 0.02% | +616+7.2% | Added |
| Signaturefd, LLC | 9,154 | $1.06M | 0.03% | +276+3.1% | Added |
| Birch Capital Management, LLC | 9,198 | $1.06M | 0.67% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 9,278 | $1.07M | 0.12% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9,282 | $1.07M | 0.14% | −773−7.7% | Reduced |
| Ascent Group, LLC | 9,516 | $1.09M | 0.12% | −16,597−63.6% | Reduced |
| Asset Management Group, Inc. | 9,428 | $1.09M | 0.24% | +69+0.7% | Added |
| CWS Financial Advisors, LLC | 9,450 | $1.09M | 0.44% | −212−2.2% | Reduced |
| GHP Investment Advisors, Inc. | 9,240 | $1.09M | 0.07% | +1,738+23.2% | Added |
| Claro Advisors LLC | 9,539 | $1.10M | 0.28% | +663+7.5% | Added |
| Valmark Advisers, Inc. | 9,545 | $1.10M | 0.02% | −177−1.8% | Reduced |
| Csenge Advisory Group | 9,628 | $1.11M | 0.08% | −685−6.6% | Reduced |
| Middleton & Co Inc | 9,660 | $1.11M | 0.15% | −882−8.4% | Reduced |
| Howe & Rusling Inc | 9,802 | $1.13M | 0.13% | +30.0% | Added |
| Bangor Savings Bank | 9,818 | $1.13M | 0.13% | +121+1.2% | Added |
| Jensen Investment Management Inc | 9,830 | $1.13M | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 9,682 | $1.13M | 0.11% | −344−3.4% | Reduced |
| Monumental Financial Group Inc. | 9,859 | $1.14M | 0.76% | +325+3.4% | Added |
| Daymark Wealth Partners, LLC | 9,884 | $1.14M | 0.08% | −50−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 10,190 | $1.14M | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,885 | $1.14M | 0.05% | +288+3.0% | Added |
| EPG Wealth Management LLC | 9,891 | $1.14M | 0.34% | −849−7.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,954 | $1.15M | 0.03% | +430+4.5% | Added |
| Axq Capital, LP | 10,000 | $1.15M | 0.41% | +6,500+185.7% | Added |
| SC&H Financial Advisors, Inc. | 10,023 | $1.16M | 0.38% | −56−0.6% | Reduced |
| Brown Brothers Harriman & Co | 10,062 | $1.16M | 0.01% | −662−6.2% | Reduced |
| ING Groep NV | 10,086 | $1.16M | 0.01% | +10,086 | New |
| Ashton Thomas Private Wealth, LLC | 10,106 | $1.17M | 0.08% | +916+10.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,129 | $1.17M | 0.03% | +8+0.1% | Added |
| East Coast Asset Management, LLC. | 10,183 | $1.17M | 0.53% | 00.0% | Unchanged |
| AXS Investments LLC | 10,193 | $1.18M | 0.30% | −825−7.5% | Reduced |
| Evercore Wealth Management, LLC | 10,205 | $1.18M | 0.02% | +45+0.4% | Added |
| First Financial Bank - Trust Division | 10,217 | $1.18M | 0.13% | −67,654−86.9% | Reduced |
| Centiva Capital, LP | 10,244 | $1.18M | 0.06% | +5,270+106.0% | Added |
| Pinnacle Financial Partners Inc | 10,273 | $1.18M | 0.03% | −40.0% | Reduced |
| Sigma Planning Corp | 10,333 | $1.19M | 0.04% | −145−1.4% | Reduced |
| Vontobel Holding Ltd. | 10,378 | $1.20M | 0.01% | +6+0.1% | Added |
| Redmond Asset Management, LLC | 10,427 | $1.20M | 0.43% | −200−1.9% | Reduced |
| Verdence Capital Advisors LLC | 10,451 | $1.21M | 0.13% | +3,599+52.5% | Added |
| Sound View Wealth Advisors Group, LLC | 10,489 | $1.21M | 0.15% | +25+0.2% | Added |
| Dearborn Partners LLC | 10,511 | $1.21M | 0.05% | +706+7.2% | Added |
| Park Place Capital Corp | 10,550 | $1.22M | 0.36% | +2,774+35.7% | Added |
| Advocate Group LLC | 10,560 | $1.22M | 0.28% | −465−4.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,617 | $1.23M | 0.05% | −1,184−10.0% | Reduced |
| Fiduciary Trust Co | 10,648 | $1.23M | 0.02% | −28−0.3% | Reduced |
| TCM Advisors, LLC | – | $1.24M | 1.11% | – | – |
| Exeter Financial, LLC | 10,810 | $1.25M | 0.66% | +198+1.9% | Added |
| United Services Automobile Association | 10,966 | $1.26M | 0.03% | +10,966 | New |
| Stratos Wealth Partners, LTD. | 10,999 | $1.27M | 0.03% | +267+2.5% | Added |
| Financial Advocates Investment Management | 11,022 | $1.27M | 0.09% | +648+6.2% | Added |
| Integrated Wealth Concepts LLC | 11,025 | $1.27M | 0.02% | +1,388+14.4% | Added |
| CWA Asset Management Group, LLC | 11,070 | $1.28M | 0.09% | −515−4.4% | Reduced |
| Leisure Capital Management | 11,074 | $1.28M | 0.73% | +257+2.4% | Added |
| Empirical Finance, LLC | 11,098 | $1.28M | 0.09% | +1,090+10.9% | Added |
| Access Financial Services, Inc. | 11,180 | $1.29M | 0.77% | +760+7.3% | Added |
| RFG Advisory, LLC | 11,190 | $1.29M | 0.06% | −319−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 11,255 | $1.30M | 0.03% | −262−2.3% | Reduced |
| Edentree Asset Management Ltd | 11,400 | $1.31M | 0.52% | −3,000−20.8% | Reduced |
| Diversified Trust Co | 11,436 | $1.32M | 0.05% | +515+4.7% | Added |
| Greenfield Savings Bank | 11,529 | $1.33M | 0.83% | −35−0.3% | Reduced |
| Synovus Financial Corp | 11,603 | $1.34M | 0.02% | +155+1.4% | Added |
| Wedbush Securities Inc | 11,640 | $1.34M | 0.07% | +393+3.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,673 | $1.35M | 0.05% | +56+0.5% | Added |
| Veriti Management LLC | 11,691 | $1.35M | 0.15% | −411−3.4% | Reduced |
| Wright Investors Service Inc | 11,709 | $1.35M | 0.39% | +201+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,724 | $1.35M | 0.11% | +206+1.8% | Added |
| Banque Cantonale Vaudoise | 11,754 | $1.36M | 0.07% | +6,477+122.7% | Added |
| First Business Financial Services, Inc. | 11,936 | $1.38M | 0.18% | +32+0.3% | Added |
| Covenant Partners, LLC | 11,943 | $1.38M | 0.50% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 12,038 | $1.39M | 0.01% | −507−4.0% | Reduced |
| Allworth Financial LP | 12,084 | $1.39M | 0.01% | +752+6.6% | Added |
| Hartford Financial Management Inc. | 12,097 | $1.40M | 0.36% | +122+1.0% | Added |
| Aspiriant, LLC | 12,153 | $1.40M | 0.07% | +20+0.2% | Added |
| Unigestion Holding SA | 12,126 | $1.42M | 0.09% | +3,567+41.7% | Added |
| Jump Financial, LLC | 12,336 | $1.42M | 0.05% | +1,542+14.3% | Added |
| Huntington National Bank | 12,344 | $1.42M | 0.01% | −884−6.7% | Reduced |
| Johnson Financial Group, Inc. | 12,359 | $1.43M | 0.10% | −1,019−7.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,732 | $1.43M | 0.67% | +300+2.4% | Added |
| Caxton Associates LP | 12,440 | $1.43M | 0.20% | +1,084+9.5% | Added |
| Pensionfund Sabic | 12,650 | $1.46M | 0.51% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 12,665 | $1.46M | 0.98% | +75+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,692 | $1.46M | 0.19% | +134+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,790 | $1.48M | 0.14% | −2,938−18.7% | Reduced |
| Matrix Trust Co | 12,846 | $1.48M | 0.39% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12,887 | $1.49M | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12,942 | $1.49M | 0.11% | −14,303−52.5% | Reduced |
| Lee Financial Co | 13,055 | $1.51M | 0.28% | −848−6.1% | Reduced |
| Members Capital Advisors Inc | 13,248 | $1.53M | 1.90% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,276 | $1.53M | 0.08% | −705−5.0% | Reduced |
| Wetherby Asset Management Inc | 13,312 | $1.54M | 0.09% | −47−0.4% | Reduced |
| Thomas Story & Son LLC | 13,395 | $1.54M | 0.75% | −1,000−6.9% | Reduced |
| First City Capital Management, Inc. | 13,455 | $1.55M | 0.97% | 00.0% | Unchanged |
| Arrow Financial Corp | 13,501 | $1.56M | 0.18% | −1,368−9.2% | Reduced |
| Quantitative Investment Management, LLC | 13,526 | $1.56M | 0.24% | +13,526 | New |
| PGGM Investments | 13,539 | $1.56M | 0.03% | −755−5.3% | Reduced |
| First Hawaiian Bank | 13,572 | $1.57M | 0.05% | +774+6.0% | Added |