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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 777 | $92.5K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 785 | $93.5K | 0.01% | +785 | New |
| St Germain D J Co Inc | 788 | $93.9K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 849 | $101.1K | 0.07% | 00.0% | Unchanged |
| Union Savings Bank | 851 | $101.4K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 870 | $103.6K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 875 | $104.2K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 878 | $104.6K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 886 | $105.6K | 0.07% | −9−1.0% | Reduced |
| Quent Capital, LLC | 929 | $110.7K | 0.01% | −106−10.2% | Reduced |
| Boyd Watterson Asset Management LLC | 941 | $112.1K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 946 | $112.7K | 0.03% | −5−0.5% | Reduced |
| Salem Investment Counselors Inc | 956 | $113.9K | 0.00% | −301−23.9% | Reduced |
| Addison Advisors LLC | 957 | $114.0K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 972 | $115.8K | 0.14% | +972 | New |
| Mascoma Wealth Management LLC | 989 | $117.8K | 0.04% | +282+39.9% | Added |
| Asset Dedication, LLC | 995 | $118.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 995 | $118.5K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $119.1K | 0.06% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $119.1K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $119.1K | 0.11% | +1,000 | New |
| Delta Asset Management LLC | 1,023 | $121.8K | 0.01% | +5+0.5% | Added |
| Deseret Mutual Benefit Administrators | 1,055 | $125.7K | 0.07% | −376−26.3% | Reduced |
| Concord Wealth Partners | 1,077 | $128.2K | 0.03% | −48−4.3% | Reduced |
| Barrett & Company, Inc. | 1,120 | $133.4K | 0.07% | −36−3.1% | Reduced |
| Hollencrest Capital Management | 1,143 | $136.1K | 0.01% | −369−24.4% | Reduced |
| Logan Capital Management Inc | 1,156 | $137.7K | 0.01% | −302−20.7% | Reduced |
| GoalVest Advisory LLC | 1,168 | $139.1K | 0.06% | +415+55.1% | Added |
| Blue Chip Partners, Inc. | 1,180 | $140.6K | 0.01% | +9+0.8% | Added |
| Evergreen Private Wealth LLC | 1,185 | $141.1K | 0.08% | +1,185 | New |
| Louisbourg Investments Inc. | 1,200 | $142.9K | 0.04% | +1,200 | New |
| Sound Income Strategies, LLC | 1,210 | $144.1K | 0.01% | +1,165+2,588.9% | Added |
| Rosenberg Matthew Hamilton | 1,234 | $147.0K | 0.05% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,240 | $147.7K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,269 | $151.2K | 0.03% | +1,269 | New |
| Old Second National Bank of Aurora | 1,281 | $152.6K | 0.04% | −176−12.1% | Reduced |
| Tobam | 1,291 | $154.0K | 0.01% | −26−2.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,300 | $154.8K | 0.03% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,362 | $162.2K | 0.15% | +1,362 | New |
| Blume Capital Management, Inc. | 1,381 | $164.5K | 0.04% | −50−3.5% | Reduced |
| Baystate Wealth Management LLC | 1,403 | $167.2K | 0.01% | +5+0.4% | Added |
| Duncker Streett & Co Inc | 1,410 | $168.0K | 0.04% | −42−2.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,420 | $169.0K | 0.02% | −10−0.7% | Reduced |
| Optimum Investment Advisors | 1,450 | $172.7K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 1,453 | $173.1K | 0.09% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,455 | $173.3K | 0.05% | −78−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,513 | $174.0K | 0.00% | +468+44.8% | Added |
| TFC Financial Management | 1,481 | $176.4K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,500 | $178.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,545 | $178.2K | 0.02% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,497 | $178.3K | 0.51% | −11,751−88.7% | Reduced |
| Indiana Trust & Investment Management CO | 1,570 | $187.0K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,553 | $189.1K | 0.05% | +1,553 | New |
| AJOVista, LLC | 1,630 | $194.1K | 0.25% | +1,630 | New |
| Creative Financial Designs Inc | 1,639 | $195.2K | 0.02% | +38+2.4% | Added |
| Ostrum Asset Management | 1,642 | $195.6K | 0.02% | −4,077−71.3% | Reduced |
| Tradition Wealth Management, LLC | 1,657 | $197.0K | 0.02% | −62−3.6% | Reduced |
| Bank of New Hampshire | 1,662 | $198.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,682 | $200.0K | 0.09% | −181−9.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,688 | $201.1K | 0.03% | +1,688 | New |
| King Wealth | 1,692 | $202.0K | 0.04% | +1,692 | New |
| Washington Trust Advisors, Inc. | 1,700 | $202.5K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,706 | $203.2K | 0.00% | −101−5.6% | Reduced |
| Independent Financial Group, LLC | 1,706 | $203.2K | 0.01% | +1,706 | New |
| Vertex Planning Partners, LLC | 1,710 | $203.7K | 0.06% | +1,710 | New |
| Wealthsource Partners, LLC | 1,712 | $203.9K | 0.01% | −1,080−38.7% | Reduced |
| State of Wyoming | 1,712 | $203.9K | 0.04% | +1,205+237.7% | Added |
| Summit Global Investments | 1,711 | $204.0K | 0.01% | +1,711 | New |
| Wayfinding Financial, LLC | 1,714 | $204.0K | 0.14% | +1,714 | New |
| Unionview, LLC | 1,716 | $204.4K | 0.18% | −67−3.8% | Reduced |
| Virtus Investment Advisers, Inc. | 1,720 | $204.9K | 0.15% | +1,720 | New |
| Fundamentun, LLC | 1,721 | $205.0K | 0.02% | +1,721 | New |
| Fifth Third Wealth Advisors LLC | 1,740 | $207.3K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,744 | $207.7K | 0.02% | +704+67.7% | Added |
| Trust Co of Toledo NA | 1,749 | $208.3K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,750 | $208.4K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,757 | $209.3K | 0.00% | −25−1.4% | Reduced |
| Harbour Investments, Inc. | 1,758 | $209.4K | 0.01% | +417+31.1% | Added |
| Dodds Wealth, LLC | 1,759 | $209.5K | 0.11% | +1,759 | New |
| Greenland Capital Management LP | 1,760 | $209.6K | 0.03% | +1,760 | New |
| Westpac Banking Corp | 1,766 | $210.3K | 0.02% | −5,000−73.9% | Reduced |
| S&CO Inc | 1,775 | $211.0K | 0.02% | −80−4.3% | Reduced |
| SignalPoint Asset Management, LLC | 1,772 | $211.0K | 0.06% | +2+0.1% | Added |
| Glen Eagle Advisors, LLC | 1,777 | $211.7K | 0.04% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,783 | $212.4K | 0.09% | 00.0% | Unchanged |
| Monument Capital Management | 1,783 | $212.4K | 0.07% | −61−3.3% | Reduced |
| Mirabella Financial Services LLP | 1,787 | $212.8K | 0.03% | +1,787 | New |
| Edgemoor Investment Advisors, Inc. | 1,793 | $213.7K | 0.02% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,796 | $213.9K | 0.05% | +29+1.6% | Added |
| Outlook Wealth Advisors, LLC | 1,797 | $214.0K | 0.07% | +1,797 | New |
| Schonfeld Strategic Advisors LLC | 1,799 | $214.3K | 0.00% | −172,152−99.0% | Reduced |
| Becker Capital Management Inc | 1,800 | $214.4K | 0.01% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,800 | $214.4K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,804 | $214.9K | 0.01% | +1,804 | New |
| Ellevest, Inc. | 1,807 | $215.2K | 0.01% | −681−27.4% | Reduced |
| Everpar Advisors LLC | 1,808 | $215.4K | 0.10% | +1,808 | New |
| 180 Wealth Advisors, LLC | 1,842 | $217.1K | 0.04% | +17+0.9% | Added |
| Arete Wealth Advisors, LLC | 1,845 | $219.8K | 0.02% | +35+1.9% | Added |
| Covestor Ltd | 1,846 | $220.0K | 0.15% | −195−9.6% | Reduced |
| RDA Financial Network | 1,853 | $220.7K | 0.08% | −7−0.4% | Reduced |