Paychex Inc

PAYX

Exchange: Nasdaq
Industry: Services-Engineering, Accounting, Research, Management
SEC CIK: 0000723531

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Paychex Inc as of Mar 31, 2024. 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: 1,531; +34 vs. Q4 2023
Shares held: 269.9M; +5.55M (+2.1%) vs. Q4 2023
Total value: $33.1B; +$1.63B (+5.2%) vs. Q4 2023
New holders: 112; 537 more added
Sold out: 78; 601 more reduced

14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,531 institutions

Value heldQ1 2024: $33.1B

Institutions holding PAYX and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q4 2023.

Institutions holding PAYX in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
AlphaMark Advisors, LLC	1	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$5	0.00%	0	Unchanged
Concord Wealth Partners	0	$60	0.00%	−1,077−100.0%	Reduced
Financial Synergies Wealth Advisors, Inc.	3	$369	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	3	$369	0.00%	+3	New
Beaird Harris Wealth Management, LLC	4	$492	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	7	$708	0.00%	+7	Added
Global Assets Advisory, LLC	99,972	$822	0.04%	+99,972	New
Planning Capital Management Corp	8	$983	0.00%	+8	New
Wolff Wiese Magana LLC	10	$1.23K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	10	$1.23K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	10	$1.23K	0.00%	+5+100.0%	Added
Highline Wealth Partners LLC	11	$1.35K	0.00%	00.0%	Unchanged
WealthCollab, LLC	13	$1.60K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	14	$1.72K	0.00%	−11−44.0%	Reduced
Country Trust Bank	16	$1.97K	0.00%	00.0%	Unchanged
Fairman Group, LLC	17	$2.09K	0.00%	−530−96.9%	Reduced
Trifecta Capital Advisors, LLC	19	$2.33K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	22	$2.70K	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	22	$2.70K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	23	$2.82K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	23	$3.00K	0.00%	+3+15.0%	Added
ClariVest Asset Management LLC	25	$3.06K	0.00%	+10+66.7%	Added
DiNuzzo Private Wealth, Inc.	25	$3.07K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	25	$3.07K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	26	$3.19K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	26	$3.19K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	27	$3.24K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	27	$3.35K	0.00%	+4+17.4%	Added
Copeland Capital Management, LLC	29	$3.56K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	29	$3.56K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	30	$3.68K	0.00%	+30	New
FSA Wealth Management LLC	31	$3.81K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	31	$3.81K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	32	$3.93K	0.00%	−8−20.0%	Reduced
Avion Wealth	31	$4.00K	0.00%	−496−94.1%	Reduced
Global Financial Private Client, LLC	33	$4.01K	0.00%	+33	New
Jackson, Grant Investment Advisers, Inc.	34	$4.17K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	35	$4.30K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	36	$4.42K	0.00%	00.0%	Unchanged
Citizens National Bank Trust Department	38	$4.67K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	39	$4.79K	0.00%	+6+18.2%	Added
MeadowBrook Investment Advisors LLC	40	$4.91K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	40	$4.91K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	40	$4.91K	0.00%	+40	New
Newbridge Financial Services Group, Inc.	42	$5.11K	0.00%	+1+2.4%	Added
Nemes Rush Group LLC	42	$5.16K	0.00%	00.0%	Unchanged
Tributary Capital Management, LLC	42	$5.16K	0.00%	+42	New
Pineridge Advisors LLC	43	$5.28K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	49	$6.02K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	53	$6.56K	0.00%	+1+1.9%	Added
Abound Wealth Management	56	$6.89K	0.00%	+1+1.8%	Added
Meeder Asset Management Inc	57	$7.00K	0.00%	+57	New
JCIC Asset Management Inc.	60	$7.37K	0.00%	00.0%	Unchanged
City Holding Co	60	$7.37K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	63	$7.72K	0.01%	+5+8.6%	Added
Tyler-Stone Wealth Management	65	$7.98K	0.00%	−77−54.2%	Reduced
First Personal Financial Services	66	$8.11K	0.00%	−25−27.5%	Reduced
Register Financial Advisors LLC	68	$8.35K	0.00%	+68	New
Kozak & Associates, Inc.	68	$8.54K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	70	$8.60K	0.00%	−110−61.1%	Reduced
Creative Capital Management Investments LLC	70	$8.60K	0.00%	00.0%	Unchanged
Main Street Group, LTD	71	$8.63K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	71	$8.72K	0.01%	−1−1.4%	Reduced
Fuller & Thaler Asset Management, Inc.	72	$8.84K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	74	$9.09K	0.00%	00.0%	Unchanged
ORG Partners LLC	76	$9.25K	0.02%	−418−84.6%	Reduced
Versant Capital Management, Inc	77	$9.46K	0.00%	−3−3.8%	Reduced
Evermay Wealth Management LLC	80	$9.82K	0.00%	−3−3.6%	Reduced
Lowe Wealth Advisors, LLC	80	$9.82K	0.00%	00.0%	Unchanged
Fernwood Investment Management, LLC	80	$9.82K	0.00%	+80	New
Sachetta, LLC	86	$10.2K	0.00%	00.0%	Unchanged
Red Tortoise LLC	85	$10.4K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	91	$11.2K	0.01%	00.0%	Unchanged
Adirondack Trust Co	92	$11.3K	0.00%	00.0%	Unchanged
Private Ocean, LLC	92	$11.3K	0.00%	+18+24.3%	Added
Venturi Wealth Management, LLC	94	$11.5K	0.00%	−67−41.6%	Reduced
TSFG, LLC	101	$12.0K	0.00%	+101	New
Norwood Financial Corp	100	$12.3K	0.02%	00.0%	Unchanged
AllSquare Wealth Management LLC	100	$12.3K	0.01%	00.0%	Unchanged
Slocum, Gordon & Co LLP	100	$12.3K	0.01%	00.0%	Unchanged
LifeSteps Financial, Inc.	102	$12.5K	0.01%	+102	New
Bruce G. Allen Investments, LLC	106	$13.0K	0.01%	+6+6.0%	Added
Blue Bell Private Wealth Management, LLC	106	$13.0K	0.00%	+9+9.3%	Added
American National Bank	108	$13.3K	0.00%	−280−72.2%	Reduced
Crewe Advisors LLC	108	$13.3K	0.00%	+108	New
Distillate Capital Partners LLC	109	$13.4K	2.25%	+109	New
Piscataqua Savings Bank	113	$13.9K	0.01%	00.0%	Unchanged
Advantage Trust Co	115	$14.1K	0.01%	00.0%	Unchanged
Quarry LP	116	$14.2K	0.01%	+116	New
Colonial Trust Advisors	119	$14.6K	0.00%	+114+2,280.0%	Added
Jones Financial Companies LLLP	120	$14.7K	0.00%	+29+31.9%	Added
Northwest Bank & Trust Co	126	$15.0K	0.01%	00.0%	Unchanged
Keener Financial Planning LLC	127	$16.0K	0.01%	+127	New
Tortoise Investment Management, LLC	131	$16.1K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	134	$16.5K	0.01%	00.0%	Unchanged
Simplex Trading, LLC	145	$17.0K	0.00%	−17,291−99.2%	Reduced
Bell Investment Advisors, Inc	142	$17.4K	0.00%	−4−2.7%	Reduced
Wetzel Investment Advisors, Inc.	150	$17.7K	0.01%	00.0%	Unchanged
Partnership Wealth Management, LLC	147	$18.1K	0.01%	00.0%	Unchanged