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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Paychex Inc as of Dec 31, 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
1,511
+84 vs. Q3 2023
Shares held
264.8M
+4.14M (+1.6%) vs. Q3 2023
Total value
$31.5B
+$1.46B (+4.9%) vs. Q3 2023
New holders
168
512 more added
Sold out
84
575 more reduced

20 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,511 institutions
Q1 2021: 1,226 institutionsQ2 2021: 1,242 institutionsQ3 2021: 1,286 institutionsQ4 2021: 1,442 institutionsQ1 2022: 1,442 institutionsQ2 2022: 1,412 institutionsQ3 2022: 1,428 institutionsQ4 2022: 1,449 institutionsQ1 2023: 1,434 institutionsQ2 2023: 1,419 institutionsQ3 2023: 1,447 institutionsQ4 2023: 1,511 institutionsQ1 2024: 1,531 institutionsQ2 2024: 1,519 institutionsQ3 2024: 1,546 institutionsQ4 2024: 1,639 institutionsQ1 2025: 1,704 institutionsQ2 2025: 1,675 institutionsQ3 2025: 1,620 institutionsQ4 2025: 1,591 institutionsQ1 2026: 1,515 institutionsQ2 2026: 1,535 institutions
Value heldQ4 2023: $31.5B
Q1 2021: $24.8BQ2 2021: $27.2BQ3 2021: $28.6BQ4 2021: $34.6BQ1 2022: $34.8BQ2 2022: $29.4BQ3 2022: $28.9BQ4 2022: $30.1BQ1 2023: $30.2BQ2 2023: $29.2BQ3 2023: $30.1BQ4 2023: $31.5BQ1 2024: $33.1BQ2 2024: $32.4BQ3 2024: $37.1BQ4 2024: $39.4BQ1 2025: $43.3BQ2 2025: $40.7BQ3 2025: $34.8BQ4 2025: $33.1BQ1 2026: $27.2BQ2 2026: $29.1B
Institutions holding PAYX and their total value by quarter
QuarterHoldersValue
Q2 20261,535$29.1B
Q1 20261,515$27.2B
Q4 20251,591$33.1B
Q3 20251,620$34.8B
Q2 20251,675$40.7B
Q1 20251,704$43.3B
Q4 20241,639$39.4B
Q3 20241,546$37.1B
Q2 20241,519$32.4B
Q1 20241,531$33.1B
Q4 20231,511$31.5B
Q3 20231,447$30.1B
Q2 20231,419$29.2B
Q1 20231,434$30.2B
Q4 20221,449$30.1B
Q3 20221,428$28.9B
Q2 20221,412$29.4B
Q1 20221,442$34.8B
Q4 20211,442$34.6B
Q3 20211,286$28.6B
Q2 20211,242$27.2B
Q1 20211,226$24.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2023.

Institutions holding PAYX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Byrne Asset Management LLC200$23.8K0.02%––
Carmichael Hill & Associates, Inc.200$23.8K0.01%00.0%Unchanged
Smartleaf Asset Management LLC201$24.0K0.01%+201New
Ofi Invest Asset Management227$24.5K0.00%−8−3.4%Reduced
Thompson Siegel & Walmsley LLC220$26.0K0.00%−20−8.3%Reduced
Stuart Chaussee & Associates, Inc.220$26.2K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.225$26.9K0.02%−23−9.3%Reduced
SJS Investment Consulting Inc.228$27.2K0.01%−5−2.1%Reduced
Legend Financial Advisors, Inc.230$27.4K0.02%00.0%Unchanged
West Tower Group, LLC232$27.6K0.06%+123+112.8%Added
Prestige Wealth Management Group LLC240$28.6K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.243$28.9K0.00%−16−6.2%Reduced
Gradient Investments LLC244$29.0K0.00%−107−30.5%Reduced
Providence Capital Advisors, LLC250$29.8K0.01%+250New
Investors Research Corp251$29.9K0.01%00.0%Unchanged
Beacon Capital Management, LLC267$30.8K0.01%00.0%Unchanged
Bogart Wealth, LLC262$31.2K0.00%00.0%Unchanged
Evolution Advisers, Inc.275$32.0K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC281$33.5K0.01%+281New
Ogorek Anthony Joseph288$34.0K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.286$34.1K0.02%00.0%Unchanged
Bellevue Asset Management, LLC298$35.5K0.03%00.0%Unchanged
HWG Holdings LP300$35.7K0.02%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$35.7K0.02%00.0%Unchanged
CNB Bank300$35.7K0.02%00.0%Unchanged
Hanson & Doremus Investment Management304$36.0K0.01%+54+21.6%Added
Clear Investment Research, LLC307$36.6K0.05%+110+55.8%Added
Cedar Mountain Advisors, LLC316$37.6K0.01%+2+0.6%Added
M&R Capital Management Inc320$38.1K0.01%00.0%Unchanged
American State Bank (Iowa)330$39.3K0.03%−20−5.7%Reduced
Foster Dykema Cabot & Partners, LLC335$39.9K0.00%+335New
Tidemark, LLC336$40.0K0.03%+336New
Catalyst Capital Advisors LLC339$40.4K0.00%+72+27.0%Added
Criterion Capital Advisors, LLC340$40.5K0.03%+340New
Turtle Creek Wealth Advisors, LLC342$40.7K0.01%+342New
Atlantic Trust, LLC345$41.1K0.01%+2+0.6%Added
JFS Wealth Advisors, LLC349$41.6K0.00%+113+47.9%Added
Peoples Financial Services Corp.354$42.2K0.02%00.0%Unchanged
Castleark Management LLC360$42.9K0.00%00.0%Unchanged
Sittner & Nelson, LLC378$45.1K0.02%00.0%Unchanged
Core Wealth Advisors, Inc.381$45.4K0.02%+381New
Fortitude Family Office, LLC387$46.1K0.03%+387New
American National Bank388$46.2K0.01%−99−20.3%Reduced
New England Capital Financial Advisors LLC391$46.6K0.03%+3+0.8%Added
DecisionPoint Financial, LLC394$46.9K0.02%−30−7.1%Reduced
Toth Financial Advisory Corp398$47.4K0.01%00.0%Unchanged
First Community Trust NA400$47.6K0.05%00.0%Unchanged
RFP Financial Group LLC400$47.6K0.02%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc404$48.1K0.01%+404New
Cape Investment Advisory, Inc.406$48.4K0.02%+49+13.7%Added
Leonteq Securities AG412$49.1K0.01%−578−58.4%Reduced
Cambridge Trust Co414$49.3K0.00%−59−12.5%Reduced
MCF Advisors LLC414$49.3K0.00%+82+24.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA420$50.0K0.02%+420New
Hexagon Capital Partners LLC442$52.6K0.01%+40+10.0%Added
Coppell Advisory Solutions LLC447$53.2K0.01%+386+632.8%Added
VisionPoint Advisory Group, LLC449$53.5K0.02%+449New
ICA Group Wealth Management, LLC450$53.6K0.01%+450New
Tradewinds Capital Management, LLC450$53.6K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC459$54.7K0.02%+459New
J.Safra Asset Management Corp479$57.1K0.01%−130−21.3%Reduced
Central Bank & Trust Co482$57.4K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC493$58.7K0.04%+40+8.8%Added
ORG Partners LLC494$58.9K0.01%+233+89.3%Added
Paradigm Asset Management Co LLC497$59.2K0.02%00.0%Unchanged
Sugarloaf Wealth Management, LLC503$59.9K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC507$60.0K0.02%+1+0.2%Added
Rothschild Investment LLC509$60.6K0.01%+509New
Avion Wealth527$63.0K0.02%+4+0.8%Added
Atticus Wealth Management, LLC530$63.1K0.02%00.0%Unchanged
Vestor Capital, LLC539$64.0K0.01%+9+1.7%Added
Fairman Group, LLC547$65.2K0.06%+547New
BFSG, LLC547$65.2K0.01%+547New
Monetary Management Group Inc550$65.5K0.02%00.0%Unchanged
Sandy Spring Bank551$65.6K0.00%−45−7.6%Reduced
Level Financial Advisors, Inc.562$66.9K0.03%00.0%Unchanged
West Branch Capital LLC595$70.9K0.03%00.0%Unchanged
Fortis Group Advisors, LLC596$71.0K0.02%+298+100.0%Added
Farmers & Merchants Trust Co of Chambersburg PA595$71.0K0.04%+332+126.2%Added
CoreFirst Bank & Trust600$71.5K0.05%00.0%Unchanged
Highlander Capital Management, LLC600$71.5K0.03%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.600$71.5K0.05%+600New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC608$72.4K0.00%−7−1.1%Reduced
Loomis Sayles & Co L P624$74.0K0.00%+195+45.5%Added
Parkside Financial Bank & Trust646$76.9K0.01%+62+10.6%Added
Bartlett & Co. LLC645$77.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC645$77.1K0.00%00.0%Unchanged
First Foundation Advisors649$77.3K0.00%−1,870−74.2%Reduced
Canton Hathaway, LLC651$78.0K0.02%00.0%Unchanged
Security National Bank675$80.4K0.02%+675New
Plante Moran Financial Advisors, LLC683$81.4K0.01%−318−31.8%Reduced
Missouri Trust & Investment Co690$82.2K0.03%+240+53.3%Added
JJJ Advisors Inc.700$83.4K0.02%−206−22.7%Reduced
China Universal Asset Management Co., Ltd.721$85.9K0.02%−622−46.3%Reduced
Richardson Financial Services Inc.745$88.7K0.08%+745New
Hazlett, Burt & Watson, Inc.747$90.0K0.06%00.0%Unchanged
FinTrust Capital Advisors, LLC772$92.0K0.02%−26−3.3%Reduced
Community Bank, N.A.775$92.3K0.01%00.0%Unchanged
McIlrath & Eck, LLC776$92.5K0.02%+67+9.4%Added
USA Financial Portformulas Corp777$92.5K0.02%+777New