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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 3,840 | $457.4K | 0.04% | −2,801−42.2% | Reduced |
| Level Four Advisory Services, LLC | 3,841 | $457.4K | 0.03% | +16+0.4% | Added |
| Portfolio Design Labs, LLC | 3,845 | $458.0K | 0.17% | +3,845 | New |
| Spirit of America Management Corp | 3,850 | $458.6K | 0.10% | 00.0% | Unchanged |
| Berkeley, Inc | 3,860 | $459.8K | 0.29% | +6+0.2% | Added |
| Bridges Investment Management Inc | 3,860 | $459.8K | 0.02% | −25−0.6% | Reduced |
| Ifrah Financial Services, Inc. | 3,869 | $460.8K | 0.14% | −156−3.9% | Reduced |
| Clean Yield Group | 3,883 | $462.5K | 0.19% | 00.0% | Unchanged |
| NBT Bank N A | 3,890 | $463.3K | 0.04% | +550+16.5% | Added |
| Krane Funds Advisors LLC | 3,916 | $466.4K | 0.02% | −351−8.2% | Reduced |
| Ausdal Financial Partners, Inc. | 3,924 | $467.4K | 0.06% | −1,071−21.4% | Reduced |
| Midland Wealth Advisors LLC | 3,925 | $467.5K | 0.03% | +3,925 | New |
| Pitti Group Wealth Management, LLC | 3,928 | $467.9K | 0.51% | −94−2.3% | Reduced |
| Roman Butler Fullerton & Co | 3,870 | $468.1K | 0.18% | −133−3.3% | Reduced |
| Greatmark Investment Partners, Inc. | 3,930 | $468.1K | 0.07% | +646+19.7% | Added |
| Jeppson Wealth Management, LLC | 3,952 | $470.7K | 0.19% | −25−0.6% | Reduced |
| MWA Asset Management | 3,954 | $471.0K | 0.39% | +132+3.5% | Added |
| Mendel Money Management | 3,994 | $475.7K | 0.23% | +630+18.7% | Added |
| Beck Mack & Oliver LLC | 4,000 | $476.4K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $476.4K | 0.24% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,039 | $481.1K | 0.43% | +171+4.4% | Added |
| HM Payson & Co | 4,040 | $481.2K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,045 | $481.8K | 0.04% | +1,537+61.3% | Added |
| Keebeck Alpha, LP | 4,045 | $481.8K | 0.38% | +1,537+61.3% | Added |
| Capital Investment Advisory Services, LLC | 4,051 | $482.5K | 0.05% | −100−2.4% | Reduced |
| Golden State Equity Partners | 4,075 | $485.4K | 0.12% | +31+0.8% | Added |
| Woodstock Corp | 4,110 | $489.5K | 0.06% | −34−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,120 | $490.7K | 0.35% | 00.0% | Unchanged |
| South State Corp. | 4,125 | $491.3K | 0.04% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 4,129 | $491.8K | 0.06% | −134−3.1% | Reduced |
| Arden Trust Co | 4,129 | $491.8K | 0.07% | +354+9.4% | Added |
| TFG Advisers LLC | 4,132 | $492.2K | 0.21% | +26+0.6% | Added |
| TrinityPoint Wealth, LLC | 4,181 | $497.9K | 0.09% | +617+17.3% | Added |
| Relyea Zuckerberg Hanson LLC | 4,182 | $498.1K | 0.10% | +11+0.3% | Added |
| Commerzbank Aktiengesellschaft | 4,183 | $499.0K | 0.02% | −1,051−20.1% | Reduced |
| Clifford Group, LLC | 4,200 | $500.3K | 0.46% | +9+0.2% | Added |
| Court Place Advisors, LLC | 4,209 | $501.3K | 0.16% | −20−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,210 | $501.5K | 0.06% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,233 | $504.2K | 0.05% | −20−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 4,234 | $504.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,236 | $504.6K | 0.14% | −193−4.4% | Reduced |
| Eastern Bank | 4,246 | $505.7K | 0.02% | −412−8.8% | Reduced |
| Summit Financial, LLC | 4,253 | $506.6K | 0.03% | −188−4.2% | Reduced |
| Congress Wealth Management LLC | 4,254 | $506.9K | 0.01% | +4,254 | New |
| Physicians Financial Services, Inc. | 4,302 | $512.0K | 0.19% | +150+3.6% | Added |
| Tocqueville Asset Management L.P. | 4,304 | $512.6K | 0.01% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 4,307 | $513.0K | 0.45% | −306−6.6% | Reduced |
| First National Advisers, LLC | 4,335 | $516.3K | 0.15% | +1,263+41.1% | Added |
| Trust Co of Virginia | 4,338 | $516.7K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 4,392 | $523.1K | 0.12% | −217−4.7% | Reduced |
| Private Trust Co NA | 4,422 | $526.7K | 0.06% | −837−15.9% | Reduced |
| Pinnacle Bancorp, Inc. | 4,423 | $526.8K | 0.17% | −35−0.8% | Reduced |
| JBR Co Financial Management Inc | 4,424 | $526.9K | 0.49% | +4,424 | New |
| Haverford Trust Co | 4,432 | $527.9K | 0.01% | −514−10.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,440 | $528.8K | 0.01% | +4,440 | New |
| Spinnaker Trust | 4,456 | $530.8K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4,465 | $531.8K | 0.31% | −1,550−25.8% | Reduced |
| First National Corp | 4,467 | $532.1K | 0.13% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,488 | $534.6K | 0.27% | +481+12.0% | Added |
| Insigneo Advisory Services, LLC | 4,503 | $536.4K | 0.08% | +1,678+59.4% | Added |
| Relative Value Partners Group, LLC | 4,505 | $536.6K | 0.03% | −20.0% | Reduced |
| Kelly Financial Services LLC | 4,541 | $540.9K | 0.22% | +137+3.1% | Added |
| Werlinich Asset Management, LLC | 4,550 | $541.8K | 0.41% | −78−1.7% | Reduced |
| Montag A & Associates Inc | 4,550 | $542.0K | 0.03% | +350+8.3% | Added |
| Aureus Asset Management, LLC | 4,552 | $542.2K | 0.04% | +33+0.7% | Added |
| Valley Forge Investment Consultants Inc Adv | 4,560 | $543.1K | 0.24% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 4,572 | $544.6K | 0.08% | +4,572 | New |
| McElhenny Sheffield Capital Management, LLC | 4,576 | $545.0K | 0.22% | −353−7.2% | Reduced |
| Independence Bank of Kentucky | 4,609 | $549.0K | 0.19% | +349+8.2% | Added |
| Proficio Capital Partners LLC | 4,624 | $550.7K | 0.07% | +24+0.5% | Added |
| Rise Advisors, LLC | 4,639 | $552.6K | 0.39% | +222+5.0% | Added |
| Brighton Jones LLC | 4,643 | $553.0K | 0.02% | +165+3.7% | Added |
| CAPROCK Group, Inc. | 4,674 | $556.8K | 0.04% | −1,023−18.0% | Reduced |
| Baldwin Investment Management, LLC | 4,700 | $559.8K | 0.09% | −1,250−21.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,711 | $561.1K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,723 | $562.6K | 0.07% | −229−4.6% | Reduced |
| Buck Wealth Strategies, LLC | 4,724 | $562.7K | 0.21% | −154−3.2% | Reduced |
| Segment Wealth Management, LLC | 4,727 | $563.0K | 0.05% | +881+22.9% | Added |
| Whittier Trust Co of Nevada Inc | 4,741 | $564.7K | 0.02% | −1,141−19.4% | Reduced |
| Live Oak Investment Partners | – | $567.7K | 0.52% | – | – |
| Kolinsky Wealth Management, LLC | 4,778 | $569.1K | 0.50% | −31−0.6% | Reduced |
| Saratoga Research & Investment Management | 4,780 | $569.3K | 0.03% | −15−0.3% | Reduced |
| Wimmer Associates 1, LLC | 4,814 | $573.4K | 0.32% | +75+1.6% | Added |
| J.W. Cole Advisors, Inc. | 4,820 | $574.1K | 0.03% | +20.0% | Added |
| Exchange Traded Concepts, LLC | 4,826 | $574.8K | 0.02% | +514+11.9% | Added |
| Fiduciary Group LLC | 4,828 | $575.1K | 0.07% | −58−1.2% | Reduced |
| Lido Advisors, LLC | 4,867 | $579.7K | 0.01% | −44,976−90.2% | Reduced |
| KLR Investment Advisors, LLC | 4,877 | $580.9K | 0.42% | +537+12.4% | Added |
| Meyer Handelman Co | 4,900 | $583.6K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,905 | $584.2K | 0.01% | +77+1.6% | Added |
| Nottingham Advisors, Inc. | 4,942 | $588.7K | 0.08% | +4+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 4,942 | $589.0K | 0.04% | −468−8.7% | Reduced |
| NTV Asset Management LLC | 4,950 | $589.6K | 0.10% | 00.0% | Unchanged |
| First PREMIER Bank | 4,963 | $591.0K | 0.17% | +26+0.5% | Added |
| OmniStar Financial Group, Inc. | 4,978 | $593.0K | 0.74% | +145+3.0% | Added |
| Summit Trail Advisors, LLC | 4,997 | $595.2K | 0.02% | −332−6.2% | Reduced |
| Qtron Investments LLC | 5,019 | $597.8K | 0.10% | 00.0% | Unchanged |
| Agf Management Ltd | 5,021 | $598.1K | 0.00% | +72+1.5% | Added |
| Equitable Holdings, Inc. | 5,046 | $601.1K | 0.01% | −2,518−33.3% | Reduced |
| Legacy Financial Advisors, Inc. | 5,062 | $602.9K | 0.12% | +279+5.8% | Added |