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 |
|---|---|---|---|---|---|
| Verity Asset Management, Inc. | 1,854 | $220.8K | 0.14% | +1,854 | New |
| Phillips Wealth Planners LLC | 1,836 | $221.0K | 0.27% | +1,836 | New |
| Glassman Wealth Services | 1,856 | $221.1K | 0.03% | +21+1.1% | Added |
| Transcend Wealth Collective, LLC | 1,858 | $221.3K | 0.02% | +41+2.3% | Added |
| Oakworth Capital, Inc. | 1,863 | $221.9K | 0.02% | −13−0.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,865 | $222.1K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 1,875 | $223.3K | 0.02% | −165−8.1% | Reduced |
| International Private Wealth Advisors LLC | 1,875 | $223.3K | 0.22% | +1,875 | New |
| Fulcrum Capital LLC | 1,877 | $223.6K | 0.06% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,879 | $223.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,886 | $224.6K | 0.13% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 1,889 | $225.1K | 0.02% | −16−0.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,892 | $225.4K | 0.04% | −6−0.3% | Reduced |
| TCTC Holdings, LLC | 1,895 | $225.7K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,908 | $227.3K | 0.04% | +92+5.1% | Added |
| Cedar Brook Financial Partners, LLC | 1,921 | $228.9K | 0.05% | +1,921 | New |
| Regent Peak Wealth Advisors LLC | 1,929 | $229.8K | 0.06% | +23+1.2% | Added |
| Valley National Advisers Inc | 1,939 | $230.0K | 0.04% | +60+3.2% | Added |
| Capital Advisors Wealth Management, LLC | 1,933 | $230.2K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,936 | $230.6K | 0.02% | +1,936 | New |
| Allred Capital Management, LLC | 1,937 | $230.7K | 0.10% | +1,937 | New |
| Vaughan David Investments LLC | 1,941 | $231.0K | 0.01% | +1+0.1% | Added |
| Rockline Wealth Management, LLC | 1,940 | $231.1K | 0.10% | +1,940 | New |
| Guardian Wealth Advisors, LLC | 1,942 | $231.3K | 0.04% | +135+7.5% | Added |
| Ethos Financial Group, LLC | 1,952 | $232.0K | 0.05% | +85+4.6% | Added |
| Moloney Securities Asset Management, LLC | 1,954 | $232.7K | 0.04% | −7,076−78.4% | Reduced |
| Ingalls & Snyder LLC | 1,960 | $233.0K | 0.01% | −100−4.9% | Reduced |
| Pinebridge Investments, L.P. | 1,960 | $233.5K | 0.00% | −1,418−42.0% | Reduced |
| Wedmont Private Capital | 1,956 | $233.7K | 0.02% | +1,956 | New |
| Regal Investment Advisors LLC | 1,966 | $234.2K | 0.02% | +8+0.4% | Added |
| Davis R M Inc | 1,978 | $235.6K | 0.01% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 1,983 | $236.2K | 0.21% | +1,983 | New |
| Allegheny Financial Group LTD | 1,985 | $236.4K | 0.08% | −51−2.5% | Reduced |
| Johnson & White Wealth Management, LLC | 1,994 | $237.0K | 0.20% | −426−17.6% | Reduced |
| GYL Financial Synergies, LLC | 1,990 | $237.0K | 0.02% | −241−10.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,992 | $237.3K | 0.01% | +1,992 | New |
| Smithbridge Asset Management Inc | 2,000 | $238.0K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,989 | $238.0K | 0.00% | +1,989 | New |
| Birch Hill Investment Advisors LLC | 2,000 | $238.2K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $238.2K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $238.2K | 0.07% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,000 | $238.2K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,007 | $239.1K | 0.20% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,012 | $239.7K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,017 | $240.0K | 0.04% | +256+14.5% | Added |
| First Affirmative Financial Network | 2,019 | $240.5K | 0.19% | +2,019 | New |
| Pine Valley Investments Ltd Liability Co | 2,021 | $240.8K | 0.02% | +5+0.2% | Added |
| Colonial River Wealth Management, LLC | 2,028 | $241.6K | 0.14% | +2,028 | New |
| New Century Financial Group, LLC | 2,030 | $241.8K | 0.21% | +2,030 | New |
| NorthCrest Asset Manangement, LLC | 2,034 | $242.3K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,035 | $242.4K | 0.02% | +2+0.1% | Added |
| Aries Wealth Management | 2,039 | $242.9K | 0.09% | 00.0% | Unchanged |
| City State Bank | 2,038 | $243.0K | 0.12% | −50−2.4% | Reduced |
| Aberdeen Wealth Management LLC | 2,044 | $243.5K | 0.18% | −298−12.7% | Reduced |
| First County Bank | 2,045 | $243.6K | 0.12% | +2,045 | New |
| Autumn Glory Partners, LLC | 2,035 | $243.8K | 0.14% | 00.0% | Unchanged |
| Family Legacy, Inc. | 2,050 | $244.2K | 0.09% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,052 | $244.4K | 0.03% | −642−23.8% | Reduced |
| Cahaba Wealth Management, Inc. | 2,053 | $244.6K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 2,056 | $244.9K | 0.02% | −169−7.6% | Reduced |
| LGT Financial Advisors LLC | 2,060 | $245.3K | 0.30% | +13+0.6% | Added |
| Vigilare Wealth Management | 2,070 | $246.6K | 0.13% | +3+0.1% | Added |
| Brady Family Wealth, LLC | 2,080 | $247.7K | 0.08% | −381−15.5% | Reduced |
| Franklin Street Advisors Inc | 2,078 | $248.0K | 0.02% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,089 | $248.8K | 0.07% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,089 | $248.9K | 0.04% | +257+14.0% | Added |
| Fort, L.P. | 2,095 | $249.5K | 0.62% | −94−4.3% | Reduced |
| First Trust Investment Solutions L.P. | 2,095 | $249.5K | 0.05% | +2,095 | New |
| International Assets Investment Management, LLC | 2,097 | $249.8K | 0.03% | −8−0.4% | Reduced |
| Sloy Dahl & Holst, LLC | 2,100 | $250.1K | 0.05% | 00.0% | Unchanged |
| Verum Partners LLC | 2,103 | $250.5K | 0.10% | +5+0.2% | Added |
| Silvant Capital Management LLC | 2,108 | $251.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,116 | $252.0K | 0.18% | +2,116 | New |
| Bank Ozk | 2,117 | $252.2K | 0.12% | −73−3.3% | Reduced |
| Artemis Investment Management LLP | 2,120 | $252.5K | 0.00% | −184−8.0% | Reduced |
| Legacy Advisors, LLC | 2,128 | $253.5K | 0.03% | +225+11.8% | Added |
| Opus Capital Group, LLC | 2,134 | $254.0K | 0.04% | −13−0.6% | Reduced |
| Emerald Advisors, LLC | 2,139 | $254.7K | 0.05% | +58+2.8% | Added |
| Lockerman Financial Group, Inc. | 2,140 | $254.9K | 0.59% | 00.0% | Unchanged |
| Alpha Family Trust | 2,150 | $256.1K | 0.17% | +2,150 | New |
| Sunflower Bank, N.A. | 2,150 | $256.1K | 0.06% | +165+8.3% | Added |
| Weaver Capital Management LLC | 2,168 | $258.2K | 0.10% | +2,168 | New |
| GPS Wealth Strategies Group, LLC | 2,174 | $258.9K | 0.05% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,175 | $259.0K | 0.14% | +8+0.4% | Added |
| Kidder Stephen W | 2,175 | $259.1K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,200 | $262.0K | 0.05% | −350−13.7% | Reduced |
| Searle & Co. | 2,200 | $262.0K | 0.07% | +200+10.0% | Added |
| CenterBook Partners LP | 2,204 | $262.5K | 0.03% | −4,896−69.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,205 | $262.6K | 0.02% | +28+1.3% | Added |
| First Heartland Consultants, Inc. | 2,208 | $263.0K | 0.03% | −221−9.1% | Reduced |
| Park Edge Advisors, LLC | 2,210 | $263.2K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,214 | $263.7K | 0.03% | −95−4.1% | Reduced |
| Gray Wealth Management Inc. | 2,222 | $264.7K | 0.13% | −125−5.3% | Reduced |
| Inceptionr LLC | 2,227 | $265.3K | 0.19% | −1,644−42.5% | Reduced |
| Charter Trust Co | 2,234 | $266.1K | 0.02% | −50−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,237 | $266.4K | 0.00% | −414−15.6% | Reduced |
| Syntax Research, Inc. | 2,238 | $266.6K | 0.22% | −1,188−34.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,247 | $267.6K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,248 | $267.8K | 0.05% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,251 | $268.1K | 0.01% | +2,251 | New |