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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 2,278 | $271.3K | 0.06% | −79−3.4% | Reduced |
| KPP Advisory Services LLC | 2,289 | $272.6K | 0.24% | −4−0.2% | Reduced |
| Notis-McConarty Edward | 2,300 | $274.0K | 0.11% | 00.0% | Unchanged |
| Proequities, Inc. | 2,305 | $274.5K | 0.02% | −147−6.0% | Reduced |
| Centennial Bank | 2,305 | $274.6K | 0.16% | +70+3.1% | Added |
| D'Orazio & Associates, Inc. | 2,316 | $275.9K | 0.05% | +2,316 | New |
| FourThought Financial Partners, LLC | 2,324 | $276.9K | 0.03% | +46+2.0% | Added |
| Powell Investment Advisors, LLC | 2,329 | $277.4K | 0.15% | −61−2.6% | Reduced |
| Brown Capital Management LLC | 2,330 | $277.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,333 | $277.8K | 0.03% | +335+16.8% | Added |
| Cooper Financial Group | 2,334 | $278.0K | 0.05% | +53+2.3% | Added |
| Intrust Bank NA | 2,338 | $278.5K | 0.03% | +204+9.6% | Added |
| Aspen Investment Management Inc | 2,340 | $279.0K | 0.16% | −65−2.7% | Reduced |
| WBH Advisory Inc | 2,348 | $279.7K | 0.03% | −113−4.6% | Reduced |
| Loudon Investment Management, LLC | 2,350 | $279.9K | 0.17% | 00.0% | Unchanged |
| Aufman Associates Inc | 2,350 | $279.9K | 0.21% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,351 | $280.0K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,359 | $281.0K | 0.06% | +2,359 | New |
| Mutual Advisors, LLC | 2,362 | $281.3K | 0.01% | +2,362 | New |
| Wesbanco Bank Inc | 2,367 | $281.9K | 0.02% | −375−13.7% | Reduced |
| Pettee Investors, Inc. | 2,375 | $282.9K | 0.12% | 00.0% | Unchanged |
| Optas, LLC | 2,382 | $283.7K | 0.09% | −35−1.4% | Reduced |
| Clark Capital Management Group, Inc. | 2,398 | $285.6K | 0.00% | +2,398 | New |
| Cherry Creek Investment Advisors, Inc. | 2,410 | $287.1K | 0.18% | +17+0.7% | Added |
| Puzo Michael J | 2,415 | $287.7K | 0.09% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,419 | $288.1K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,426 | $289.0K | 0.04% | +151+6.6% | Added |
| Sterling Investment Counsel, LLC | 2,430 | $289.4K | 0.15% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,434 | $289.9K | 0.02% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 2,436 | $290.2K | 0.16% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,451 | $291.9K | 0.01% | −685−21.8% | Reduced |
| Fruth Investment Management | 2,456 | $292.0K | 0.08% | −10−0.4% | Reduced |
| Trust Point Inc. | 2,453 | $292.2K | 0.02% | +2,453 | New |
| Consolidated Planning Corp | 2,458 | $292.8K | 0.05% | −77−3.0% | Reduced |
| First Manhattan Co | 2,461 | $293.2K | 0.00% | −419−14.5% | Reduced |
| Spire Wealth Management | 2,408 | $294.0K | 0.01% | −81−3.3% | Reduced |
| Versor Investments LP | 2,469 | $294.1K | 0.06% | −11,647−82.5% | Reduced |
| Lake Street Advisors Group, LLC | 2,469 | $294.1K | 0.01% | +2,469 | New |
| Kathmere Capital Management, LLC | 2,471 | $294.3K | 0.04% | −141−5.4% | Reduced |
| Forum Financial Management, LP | 2,481 | $295.5K | 0.01% | −824−24.9% | Reduced |
| Westmount Partners, LLC | 2,488 | $296.3K | 0.12% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,495 | $297.2K | 0.07% | −15−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,495 | $297.2K | 0.08% | +288+13.0% | Added |
| Silvercrest Asset Management Group LLC | 2,503 | $298.1K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,521 | $300.0K | 0.07% | +2,521 | New |
| Nixon Peabody Trust Co | 2,525 | $300.8K | 0.03% | +2,525 | New |
| Foster & Motley Inc | 2,530 | $301.0K | 0.02% | −1,080−29.9% | Reduced |
| Navalign, LLC | 2,540 | $302.5K | 0.11% | −928−26.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,529 | $303.2K | 0.22% | −346−12.0% | Reduced |
| Oarsman Capital, Inc. | 2,550 | $303.7K | 0.08% | −95−3.6% | Reduced |
| Country Club Bank | 2,550 | $304.7K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,562 | $305.2K | 0.28% | +2,562 | New |
| Fielder Capital Group LLC | 2,605 | $310.2K | 0.19% | +2,605 | New |
| WNY Asset Management, LLC | 2,607 | $310.5K | 0.05% | −5−0.2% | Reduced |
| Advisors Capital Management, LLC | 2,611 | $311.0K | 0.01% | +162+6.6% | Added |
| M3 Advisory Group, LLC | 2,614 | $311.4K | 0.36% | +2,614 | New |
| Blackston Financial Advisory Group, LLC | 2,620 | $312.0K | 0.20% | −118−4.3% | Reduced |
| Bridgecreek Investment Management, LLC | 2,638 | $314.2K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,660 | $316.9K | 0.03% | −400−13.1% | Reduced |
| Green Harvest Asset Management LLC | 2,667 | $317.6K | 0.01% | −98−3.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,668 | $317.8K | 0.04% | +2,668 | New |
| Zhang Financial LLC | 2,673 | $318.4K | 0.03% | +122+4.8% | Added |
| Change Path, LLC | 2,679 | $319.0K | 0.02% | −2,788−51.0% | Reduced |
| Wade G W & Inc | 2,680 | $319.0K | 0.01% | −7−0.3% | Reduced |
| Zacks Investment Management | 2,683 | $319.6K | 0.00% | +10.0% | Added |
| Farther Finance Advisors, LLC | 2,690 | $320.4K | 0.02% | +489+22.2% | Added |
| Ascent Wealth Partners, LLC | 2,700 | $321.6K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,712 | $323.0K | 0.05% | −50−1.8% | Reduced |
| RB Capital Management, LLC | 2,722 | $324.2K | 0.09% | −86−3.1% | Reduced |
| Forbes J M & Co LLP | 2,726 | $324.7K | 0.04% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,726 | $324.7K | 0.12% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,728 | $324.9K | 0.07% | +2+0.1% | Added |
| Roberts Glore & Co Inc | 2,730 | $325.2K | 0.10% | −518−15.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,734 | $325.7K | 0.03% | +10.0% | Added |
| Symmetry Partners, LLC | 2,728 | $326.0K | 0.02% | −886−24.5% | Reduced |
| Mather Group, LLC. | 2,737 | $326.0K | 0.01% | −415−13.2% | Reduced |
| Baron Wealth Management LLC | 2,757 | $328.3K | 0.18% | +63+2.3% | Added |
| Belpointe Asset Management LLC | 2,759 | $328.7K | 0.03% | −828−23.1% | Reduced |
| MTM Investment Management, LLC | 2,776 | $330.6K | 0.15% | −490−15.0% | Reduced |
| Strategy Asset Managers LLC | 2,785 | $331.7K | 0.08% | +148+5.6% | Added |
| CRA Financial Services, LLC | 2,797 | $333.2K | 0.08% | −1,973−41.4% | Reduced |
| Kinneret Advisory, LLC | 2,824 | $336.4K | 0.04% | −18−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,826 | $336.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,827 | $336.7K | 0.01% | +65+2.4% | Added |
| West Bancorporation Inc | 2,849 | $339.3K | 0.22% | −50−1.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,853 | $339.8K | 0.09% | +17+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,856 | $340.2K | 0.21% | −95−3.2% | Reduced |
| Trueblood Wealth Management, LLC | 2,871 | $342.0K | 0.21% | +2,871 | New |
| Skopos Labs, Inc. | 2,894 | $344.7K | 0.16% | +2,894 | New |
| Arlington Trust Co LLC | 2,898 | $345.2K | 0.10% | +2,890+36,125.0% | Added |
| Douglas Lane & Associates, LLC | 2,902 | $345.7K | 0.01% | −300−9.4% | Reduced |
| Quadrant Capital Group LLC | 2,903 | $345.8K | 0.03% | −774−21.0% | Reduced |
| Geller Advisors LLC | 2,913 | $347.0K | 0.03% | −63−2.1% | Reduced |
| Penserra Capital Management LLC | 2,926 | $347.0K | 0.01% | −555−15.9% | Reduced |
| Simon Quick Advisors, LLC | 2,918 | $347.6K | 0.03% | −106−3.5% | Reduced |
| Pure Financial Advisors, Inc. | 2,920 | $347.8K | 0.01% | −117−3.9% | Reduced |
| Scientech Research LLC | 2,951 | $351.5K | 0.35% | +2,951 | New |
| Holderness Investments Co | 2,956 | $352.1K | 0.10% | −100−3.3% | Reduced |
| Biltmore Family Office, LLC | 2,957 | $352.2K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,958 | $352.3K | 0.27% | 00.0% | Unchanged |