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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 5,064 | $603.2K | 0.04% | +231+4.8% | Added |
| Coastal Investment Advisors, Inc. | 5,075 | $604.5K | 0.14% | +467+10.1% | Added |
| PFG Investments, LLC | 5,090 | $606.2K | 0.11% | +502+10.9% | Added |
| Buckingham Strategic Wealth, LLC | 5,108 | $608.5K | 0.01% | −154−2.9% | Reduced |
| Landscape Capital Management, L.L.C. | 5,111 | $608.8K | 0.05% | +5,111 | New |
| Family Firm, Inc. | 5,115 | $609.2K | 0.16% | +8+0.2% | Added |
| HB Wealth Management, LLC | 5,128 | $610.8K | 0.01% | −422−7.6% | Reduced |
| Range Financial Group LLC | 5,162 | $614.8K | 0.37% | −174−3.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,167 | $615.4K | 0.23% | −86−1.6% | Reduced |
| Raleigh Capital Management Inc. | 5,179 | $617.0K | 0.29% | −146−2.7% | Reduced |
| Ramirez Asset Management, Inc. | 5,212 | $620.8K | 0.13% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 5,229 | $622.9K | 0.08% | +859+19.7% | Added |
| Seelaus Asset Management LLC | 5,242 | $624.4K | 0.61% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,333 | $635.2K | 0.15% | −440−7.6% | Reduced |
| Lindbrook Capital, LLC | 5,347 | $636.9K | 0.06% | −468−8.0% | Reduced |
| Prio Wealth Limited Partnership | 5,367 | $639.3K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,393 | $642.0K | 0.05% | +5,393 | New |
| Procyon Private Wealth Partners, LLC | 5,393 | $642.4K | 0.05% | −96−1.7% | Reduced |
| Benjamin Edwards Inc | 5,402 | $643.0K | 0.14% | −110−2.0% | Reduced |
| Adviser Investments LLC | 5,402 | $643.4K | 0.01% | +3,527+188.1% | Added |
| Bender Robert & Associates | 5,405 | $643.8K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,407 | $644.0K | 0.05% | −85−1.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,409 | $644.3K | 0.00% | −66−1.2% | Reduced |
| KFG Wealth Management, LLC | 5,432 | $647.0K | 0.30% | −45−0.8% | Reduced |
| Norris Perne & French LLP | 5,455 | $649.7K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,455 | $649.7K | 0.05% | +106+2.0% | Added |
| RW Investment Management LLC | 5,477 | $652.4K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,494 | $654.4K | 0.02% | +807+17.2% | Added |
| Miracle Mile Advisors, LLC | 5,514 | $656.8K | 0.02% | −1,904−25.7% | Reduced |
| Broadwater Capital Management LLC | 5,520 | $657.5K | 0.52% | +5,520 | New |
| Transamerica Financial Advisors, Inc. | 5,518 | $658.0K | 0.09% | −3,764−40.6% | Reduced |
| Linscomb & Williams, Inc. | 5,529 | $658.6K | 0.04% | −202−3.5% | Reduced |
| Integrated Advisors Network LLC | 5,538 | $659.6K | 0.04% | −191−3.3% | Reduced |
| Fulton Bank, N.A. | 5,568 | $663.2K | 0.03% | −41−0.7% | Reduced |
| KRS Capital Management, LLC | 5,572 | $663.7K | 0.62% | +327+6.2% | Added |
| Jacobi Capital Management LLC | 5,590 | $665.9K | 0.07% | −325−5.5% | Reduced |
| IFP Advisors, Inc | 5,595 | $666.4K | 0.03% | +74+1.3% | Added |
| Jmac Enterprises LLC | 5,600 | $667.0K | 0.14% | +300+5.7% | Added |
| Seneca Financial Advisors LLC | 5,615 | $668.8K | 0.39% | −74−1.3% | Reduced |
| Chesley Taft & Associates LLC | 5,650 | $673.0K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,522 | $673.6K | 0.01% | −619−10.1% | Reduced |
| Western Financial Corp | 5,720 | $681.3K | 0.46% | +224+4.1% | Added |
| Forza Wealth Management, LLC | 5,736 | $683.2K | 0.38% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 5,755 | $685.5K | 0.14% | +191+3.4% | Added |
| Evergreen Capital Management LLC | 5,762 | $686.3K | 0.03% | +1,566+37.3% | Added |
| Marino, Stram & Associates LLC | 5,789 | $689.6K | 0.18% | +98+1.7% | Added |
| Schechter Investment Advisors, LLC | 5,794 | $690.1K | 0.06% | +561+10.7% | Added |
| Jackson Creek Investment Advisors LLC | 5,816 | $693.0K | 0.27% | +758+15.0% | Added |
| TCG Advisory Services, LLC | 5,821 | $693.3K | 0.05% | +3,548+156.1% | Added |
| Trustmark National Bank Trust Department | 5,835 | $695.0K | 0.06% | −285−4.7% | Reduced |
| Elevated Capital Advisors, LLC | 5,844 | $696.1K | 0.22% | +643+12.4% | Added |
| Edgestream Partners, L.P. | 5,858 | $697.7K | 0.05% | +5,858 | New |
| Horizon Investments, LLC | 5,910 | $698.9K | 0.02% | +1,542+35.3% | Added |
| Penn Davis McFarland Inc | 5,881 | $700.5K | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,932 | $706.6K | 0.01% | +503+9.3% | Added |
| Wambolt & Associates, LLC | 5,957 | $709.5K | 0.23% | −1,796−23.2% | Reduced |
| Koshinski Asset Management, Inc. | 5,965 | $710.5K | 0.11% | −709−10.6% | Reduced |
| Trust Co of the South | 6,012 | $716.1K | 0.19% | +6,012 | New |
| Sara-Bay Financial | 6,045 | $720.0K | 0.35% | −136−2.2% | Reduced |
| Global Retirement Partners, LLC | 6,029 | $722.3K | 0.03% | +243+4.2% | Added |
| GSB Wealth Management, LLC | 6,064 | $722.3K | 0.22% | −865−12.5% | Reduced |
| STF Management LP | 6,140 | $731.3K | 0.34% | +229+3.9% | Added |
| Merit Financial Group, LLC | 6,142 | $731.6K | 0.02% | +2,152+53.9% | Added |
| Gallacher Capital Management LLC | 6,143 | $731.7K | 0.41% | +630+11.4% | Added |
| Human Investing LLC | 6,168 | $734.7K | 0.16% | −1,015−14.1% | Reduced |
| V-Square Quantitative Management LLC | 6,171 | $735.0K | 0.18% | +1,435+30.3% | Added |
| STAR Financial Bank | 6,187 | $736.9K | 0.67% | +134+2.2% | Added |
| Lavaca Capital LLC | 6,279 | $747.9K | 0.46% | +16+0.3% | Added |
| Wealth Alliance | 6,284 | $748.5K | 0.10% | +107+1.7% | Added |
| Balyasny Asset Management LLC | 6,303 | $750.8K | 0.00% | −135−2.1% | Reduced |
| Tiaa Trust, National Association | 6,312 | $751.8K | 0.00% | −356−5.3% | Reduced |
| Compass Ion Advisors, LLC | 6,335 | $754.5K | 0.12% | +371+6.2% | Added |
| Sigma Planning Corp | 6,345 | $755.7K | 0.06% | −3,988−38.6% | Reduced |
| Capital Investment Advisors, LLC | 6,369 | $758.6K | 0.02% | −54−0.8% | Reduced |
| High Falls Advisors, Inc | 6,422 | $764.9K | 0.20% | +114+1.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,438 | $766.8K | 0.20% | +400+6.6% | Added |
| Nomura Holdings Inc | 6,494 | $773.5K | 0.01% | +6,494 | New |
| Guyasuta Investment Advisors Inc | 6,562 | $781.6K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 6,584 | $784.2K | 0.01% | +413+6.7% | Added |
| Warren Averett Asset Management, LLC | 6,599 | $786.0K | 0.03% | −620−8.6% | Reduced |
| Sherbrooke Park Advisers LLC | 6,607 | $787.0K | 0.37% | −1,897−22.3% | Reduced |
| First Bank & Trust | 6,647 | $791.7K | 0.19% | +1,176+21.5% | Added |
| Farmers & Merchants Investments Inc | 6,662 | $793.5K | 0.03% | −190−2.8% | Reduced |
| Taylor Financial Group, Inc. | 6,698 | $797.8K | 0.66% | +6,698 | New |
| Public Sector Pension Investment Board | 6,730 | $801.6K | 0.01% | −27,643−80.4% | Reduced |
| Assetmark, Inc | 6,743 | $803.2K | 0.00% | +632+10.3% | Added |
| AlphaCore Capital LLC | 6,766 | $805.9K | 0.12% | −35−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 6,795 | $809.4K | 0.01% | −177−2.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,798 | $809.8K | 0.03% | −36−0.5% | Reduced |
| Boston Private Wealth LLC | 6,825 | $813.0K | 0.02% | +1,520+28.7% | Added |
| Strong Tower Advisory Services | 6,837 | $814.4K | 0.36% | +319+4.9% | Added |
| Salvus Wealth Management, LLC | 6,932 | $825.7K | 0.59% | +104+1.5% | Added |
| Linden Thomas Advisory Services, LLC | 7,012 | $835.2K | 0.16% | +840+13.6% | Added |
| Burney Co | 7,030 | $837.3K | 0.04% | −1,043−12.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,049 | $839.6K | 0.03% | −200−2.8% | Reduced |
| FineMark National Bank & Trust | 7,064 | $841.4K | 0.03% | −52−0.7% | Reduced |
| Tyche Wealth Partners LLC | 7,073 | $842.5K | 0.20% | +7,073 | New |
| McDonald Partners LLC | 7,077 | $842.9K | 0.25% | −67−0.9% | Reduced |
| SFMG, LLC | 7,092 | $844.7K | 0.08% | +202+2.9% | Added |
| First Financial Bank - Trust Division | 7,147 | $851.3K | 0.09% | −3,070−30.0% | Reduced |