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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 2,970 | $353.8K | 0.21% | −39−1.3% | Reduced |
| Absher Wealth Management, LLC | 2,973 | $354.1K | 0.05% | +224+8.1% | Added |
| CX Institutional | 2,978 | $354.8K | 0.02% | −60−2.0% | Reduced |
| One Charles Private Wealth Services, LLC | 2,988 | $355.8K | 0.19% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,990 | $356.1K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,991 | $356.2K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,994 | $357.0K | 0.02% | −437−12.7% | Reduced |
| Close Asset Management Ltd | 3,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 2,994 | $357.0K | 0.02% | +686+29.7% | Added |
| Northeast Financial Consultants Inc | 3,000 | $357.3K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,008 | $358.3K | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,009 | $358.4K | 0.01% | +3,009 | New |
| Fisher Asset Management, LLC | 3,026 | $360.5K | 0.00% | −450−12.9% | Reduced |
| Sage Mountain Advisors LLC | 3,027 | $360.5K | 0.04% | +396+15.1% | Added |
| Longfellow Investment Management Co LLC | 3,028 | $360.7K | 0.09% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,047 | $362.9K | 0.06% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,050 | $363.3K | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,054 | $363.8K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,066 | $365.1K | 0.03% | +214+7.5% | Added |
| Rocky Mountain Advisers, LLC | 3,068 | $365.4K | 0.13% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,092 | $368.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,082 | $369.5K | 0.02% | +796+34.8% | Added |
| Buckhead Capital Management LLC | 3,119 | $371.5K | 0.14% | −23−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 3,136 | $373.5K | 0.25% | −53−1.7% | Reduced |
| Chase Investment Counsel Corp | 3,144 | $374.0K | 0.17% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,142 | $374.2K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,144 | $374.5K | 0.33% | 00.0% | Unchanged |
| GTS Securities LLC | 3,152 | $375.4K | 0.01% | −1,398−30.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,170 | $377.6K | 0.21% | +30+1.0% | Added |
| Heritage Wealth Advisors | 3,178 | $378.5K | 0.02% | +870+37.7% | Added |
| Romano Brothers and Company | 3,185 | $379.4K | 0.06% | −1,330−29.5% | Reduced |
| Darwin Advisors, LLC | 3,187 | $379.6K | 0.10% | −237−6.9% | Reduced |
| NorthLanding Financial Partners, LLC | 3,196 | $380.7K | 0.45% | +17+0.5% | Added |
| Key Financial Inc | 3,213 | $382.7K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,216 | $383.1K | 0.02% | −212−6.2% | Reduced |
| M. Kraus & Co | 3,221 | $383.6K | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,223 | $383.9K | 0.04% | −378−10.5% | Reduced |
| Dohj, LLC | 3,242 | $386.2K | 0.11% | +97+3.1% | Added |
| Perigon Wealth Management, LLC | 3,243 | $386.3K | 0.01% | +1,266+64.0% | Added |
| Mechanics Financial Corp | 3,280 | $390.7K | 0.22% | +65+2.0% | Added |
| Motco | 3,281 | $390.8K | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,289 | $391.8K | 0.03% | −224−6.4% | Reduced |
| Pallas Capital Advisors LLC | 3,292 | $392.1K | 0.02% | −25−0.8% | Reduced |
| Consolidated Portfolio Review Corp | 3,300 | $393.0K | 0.09% | −179−5.1% | Reduced |
| Carderock Capital Management Inc | 3,300 | $393.1K | 0.11% | −400−10.8% | Reduced |
| Silver Oak Securities, Inc | 3,303 | $393.5K | 0.05% | +3,040+1,155.9% | Added |
| Hyperion Partners, LLC | 3,305 | $393.7K | 0.31% | −109−3.2% | Reduced |
| Leavell Investment Management, Inc. | 3,319 | $395.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,319 | $395.3K | 0.02% | +455+15.9% | Added |
| Everence Capital Management Inc | 3,334 | $397.0K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,373 | $397.9K | 0.05% | −24−0.7% | Reduced |
| Schmidt P J Investment Management Inc | 3,313 | $400.6K | 0.08% | −2−0.1% | Reduced |
| ICW Investment Advisors LLC | 3,378 | $402.3K | 0.20% | +21+0.6% | Added |
| Ossiam | 3,380 | $402.6K | 0.01% | −2,202−39.4% | Reduced |
| Successful Portfolios LLC | 3,383 | $403.0K | 0.30% | −10−0.3% | Reduced |
| Nwam LLC | 3,400 | $404.9K | 0.03% | −74−2.1% | Reduced |
| Professional Advisory Services Inc | 3,400 | $405.0K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 3,407 | $405.8K | 0.08% | +587+20.8% | Added |
| Riverview Trust Co | 3,408 | $405.9K | 0.41% | −398−10.5% | Reduced |
| Optimist Retirement Group LLC | 3,409 | $406.0K | 0.26% | +3,409 | New |
| Flagship Harbor Advisors, LLC | 3,411 | $406.3K | 0.03% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 3,450 | $407.0K | 0.06% | −551−13.8% | Reduced |
| Rossmore Private Capital | 3,428 | $408.3K | 0.06% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,434 | $409.0K | 0.05% | −70−2.0% | Reduced |
| Cigna Investments Inc | 3,432 | $409.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Bank | 3,437 | $409.4K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,445 | $410.3K | 0.00% | −692−16.7% | Reduced |
| Essex Financial Services, Inc. | 3,448 | $410.8K | 0.04% | +31+0.9% | Added |
| Graypoint LLC | 3,457 | $411.7K | 0.03% | −118−3.3% | Reduced |
| NorthRock Partners, LLC | 3,459 | $412.0K | 0.02% | +1,410+68.8% | Added |
| Northcape Wealth Management, LLC | 3,476 | $414.0K | 0.15% | −101−2.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,506 | $417.6K | 0.05% | +298+9.3% | Added |
| RMR Capital Management, LLC | 3,506 | $417.6K | 0.48% | +3,506 | New |
| Bouchey Financial Group Ltd | 3,521 | $419.3K | 0.04% | +10.0% | Added |
| Associated Banc-Corp | 3,536 | $421.2K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,538 | $421.4K | 0.02% | −349−9.0% | Reduced |
| E Fund Management Co., Ltd. | 3,548 | $422.6K | 0.03% | −355−9.1% | Reduced |
| ProVise Management Group, LLC | 3,563 | $424.4K | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 3,571 | $425.3K | 0.10% | −60−1.7% | Reduced |
| Catalyst Financial Partners LLC | 3,595 | $428.2K | 0.12% | −841−19.0% | Reduced |
| Wynn Capital, LLC | 3,605 | $429.4K | 0.35% | +3,605 | New |
| Johnson Investment Counsel Inc | 3,608 | $429.7K | 0.01% | +700+24.1% | Added |
| Girard Partners Ltd. | 3,625 | $431.8K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 3,648 | $434.5K | 0.35% | +45+1.2% | Added |
| RSM US Wealth Management LLC | 3,656 | $435.5K | 0.01% | +3,656 | New |
| Essex Savings Bank | 3,669 | $437.0K | 0.13% | +209+6.0% | Added |
| Phoenix Wealth Advisors | 3,717 | $438.1K | 0.31% | +18+0.5% | Added |
| Mission Wealth Management, LP | 3,687 | $439.2K | 0.01% | +63+1.7% | Added |
| Jump Financial, LLC | 3,688 | $439.3K | 0.01% | −8,648−70.1% | Reduced |
| Apeiron RIA LLC | 3,696 | $440.2K | 0.14% | −12−0.3% | Reduced |
| Lakeview Capital Partners, LLC | 3,701 | $440.8K | 0.08% | +524+16.5% | Added |
| Wintrust Investments LLC | 3,703 | $441.0K | 0.04% | +23+0.6% | Added |
| Empirical Asset Management, LLC | 3,717 | $442.8K | 0.36% | +13+0.4% | Added |
| Clarius Group, LLC | 3,720 | $443.1K | 0.04% | −174−4.5% | Reduced |
| Sunpointe, LLC | 3,728 | $444.0K | 0.56% | +3,728 | New |
| Barlow Wealth Partners, Inc. | 3,758 | $447.6K | 0.06% | +3,758 | New |
| Wharton Business Group, LLC | 3,774 | $450.0K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3,793 | $451.8K | 0.17% | +3,793 | New |
| GeoWealth Management, LLC | 3,799 | $453.0K | 0.04% | +1,890+99.0% | Added |
| Pine Haven Investment Counsel, Inc | 3,820 | $455.0K | 0.43% | −25−0.7% | Reduced |