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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 10,482 | $1.29M | 0.01% | −74−0.7% | Reduced |
| EPG Wealth Management LLC | 10,533 | $1.29M | 0.32% | +19+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,568 | $1.30M | 0.09% | −886−7.7% | Reduced |
| Alesco Advisors LLC | 10,577 | $1.30M | 0.04% | −122−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 10,591 | $1.30M | 0.12% | −1,043−9.0% | Reduced |
| AIA Group Ltd | 10,599 | $1.30M | 0.04% | −9,006−45.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,708 | $1.31M | 0.02% | −341−3.1% | Reduced |
| LMG Wealth Partners, LLC | 10,724 | $1.32M | 0.33% | +1,453+15.7% | Added |
| Choate Investment Advisors | 10,729 | $1.32M | 0.04% | +353+3.4% | Added |
| Commonwealth Retirement Investments LLC | 10,801 | $1.33M | 0.63% | +398+3.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,808 | $1.33M | 0.08% | +10,808 | New |
| Harvest Fund Management Co., Ltd | 10,913 | $1.34M | 0.12% | +7,463+216.3% | Added |
| FDx Advisors, Inc. | 11,092 | $1.36M | 0.21% | −3,864−25.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,159 | $1.37M | 0.22% | +4,147+59.1% | Added |
| CWA Asset Management Group, LLC | 11,255 | $1.38M | 0.08% | +646+6.1% | Added |
| GHP Investment Advisors, Inc. | 11,393 | $1.40M | 0.07% | +883+8.4% | Added |
| Principal Securities, Inc. | 11,403 | $1.40M | 0.04% | +68+0.6% | Added |
| Greenfield Savings Bank | 11,450 | $1.41M | 0.74% | −79−0.7% | Reduced |
| Hilltop Holdings Inc. | 11,533 | $1.42M | 0.16% | +2,200+23.6% | Added |
| Douglass Winthrop Advisors, LLC | 11,566 | $1.42M | 0.03% | −548−4.5% | Reduced |
| Empirical Finance, LLC | 11,577 | $1.42M | 0.09% | +396+3.5% | Added |
| Exeter Financial, LLC | 11,867 | $1.42M | 0.66% | +376+3.3% | Added |
| MAI Capital Management | 11,647 | $1.43M | 0.01% | +415+3.7% | Added |
| Pensionfund Sabic | 11,650 | $1.43M | 0.42% | −1,000−7.9% | Reduced |
| Huntington National Bank | 11,655 | $1.43M | 0.01% | −1,344−10.3% | Reduced |
| Resources Investment Advisors, LLC. | 11,695 | $1.44M | 0.02% | +322+2.8% | Added |
| BKM Wealth Management, LLC | 11,696 | $1.44M | 0.62% | +1,377+13.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,719 | $1.44M | 0.04% | +102+0.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,852 | $1.45M | 0.61% | −800−6.3% | Reduced |
| RFG Advisory, LLC | 11,779 | $1.45M | 0.05% | +200+1.7% | Added |
| Hartford Financial Management Inc. | 11,818 | $1.45M | 0.31% | +30+0.3% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 11,829 | $1.45M | 1.21% | +11,829 | New |
| King Luther Capital Management Corp | 11,865 | $1.46M | 0.01% | +865+7.9% | Added |
| UniSuper Management Pty Ltd | 11,897 | $1.46M | 0.01% | −55,297−82.3% | Reduced |
| Financial Advocates Investment Management | 11,910 | $1.46M | 0.09% | −151−1.3% | Reduced |
| Sigma Planning Corp | 11,935 | $1.47M | 0.05% | +5,590+88.1% | Added |
| Covenant Partners, LLC | 11,943 | $1.47M | 0.43% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,024 | $1.48M | 0.01% | −846−6.6% | Reduced |
| Wedbush Securities Inc | 12,029 | $1.48M | 0.06% | −537−4.3% | Reduced |
| Carmignac Gestion | 12,063 | $1.48M | 0.02% | −6,700−35.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,097 | $1.49M | 0.16% | −466−3.7% | Reduced |
| Jump Financial, LLC | 12,141 | $1.49M | 0.04% | +8,453+229.2% | Added |
| First City Capital Management, Inc. | 12,264 | $1.51M | 0.83% | −350−2.8% | Reduced |
| Allianz SE | 12,307 | $1.51M | 0.05% | +12,307 | New |
| Aspiriant, LLC | 12,395 | $1.52M | 0.06% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 12,396 | $1.52M | 0.73% | +12,396 | New |
| Toroso Investments, LLC | 12,410 | $1.52M | 0.03% | −4,181−25.2% | Reduced |
| Citadel Advisors LLC | 12,402 | $1.52M | 0.00% | +12,402 | New |
| Matrix Trust Co | 12,434 | $1.53M | 0.35% | −77−0.6% | Reduced |
| Caxton Associates LP | 12,440 | $1.53M | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 12,600 | $1.55M | 0.31% | +10,131+410.3% | Added |
| Tompkins Financial Corp | 12,647 | $1.55M | 0.18% | +5,371+73.8% | Added |
| Access Financial Services, Inc. | 12,691 | $1.56M | 0.70% | +561+4.6% | Added |
| Centiva Capital, LP | 12,691 | $1.56M | 0.09% | −675−5.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,973 | $1.56M | 0.01% | +4,859+59.9% | Added |
| Wetherby Asset Management Inc | 12,770 | $1.57M | 0.07% | −374−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 12,772 | $1.57M | 0.02% | +2,058+19.2% | Added |
| Mission Creek Capital Partners, Inc. | 12,825 | $1.57M | 0.41% | −3,063−19.3% | Reduced |
| Atwood & Palmer Inc | 12,887 | $1.58M | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 12,900 | $1.58M | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,915 | $1.59M | 0.07% | −171−1.3% | Reduced |
| Lee Financial Co | 12,982 | $1.59M | 0.27% | −108−0.8% | Reduced |
| Thomas Story & Son LLC | 13,045 | $1.60M | 0.68% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 13,200 | $1.62M | 0.04% | +900+7.3% | Added |
| IVC Wealth Advisors LLC | 13,200 | $1.62M | 0.94% | −41−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,320 | $1.64M | 0.14% | +13,320 | New |
| GYL Financial Synergies, LLC | 13,381 | $1.64M | 0.13% | +11,391+572.4% | Added |
| Midwest Professional Planners, LTD. | 13,390 | $1.64M | 0.58% | −1,510−10.1% | Reduced |
| Samjo Management, LLC | 13,455 | $1.65M | 0.58% | −20−0.1% | Reduced |
| Lincoln National Corp | 13,590 | $1.67M | 0.03% | +2,270+20.1% | Added |
| Appleton Partners Inc | 13,589 | $1.67M | 0.13% | −3,703−21.4% | Reduced |
| Avantax Advisory Services, Inc. | 13,743 | $1.69M | 0.01% | −2,875−17.3% | Reduced |
| PGGM Investments | 13,760 | $1.69M | 0.02% | +763+5.9% | Added |
| Wealthspire Advisors, LLC | 13,891 | $1.71M | 0.02% | −517−3.6% | Reduced |
| Anchor Investment Management, LLC | 13,900 | $1.71M | 0.18% | +58+0.4% | Added |
| First Hawaiian Bank | 14,033 | $1.72M | 0.05% | +385+2.8% | Added |
| Empire Financial Management Company, LLC | 14,144 | $1.74M | 0.57% | −76−0.5% | Reduced |
| National Asset Management, Inc. | 15,061 | $1.74M | 0.05% | +2,638+21.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,104 | $1.74M | 0.24% | +6,214+78.8% | Added |
| Norinchukin Bank, The | 14,244 | $1.75M | 0.05% | −333−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 14,267 | $1.75M | 0.06% | −107−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,324 | $1.76M | 0.09% | −265−1.8% | Reduced |
| Shell Asset Management Co | 14,954 | $1.77M | 0.08% | +2,741+22.4% | Added |
| Bollard Group LLC | 14,620 | $1.79M | 0.05% | +80+0.6% | Added |
| Great Lakes Retirement, Inc. | 14,619 | $1.80M | 0.27% | −342−2.3% | Reduced |
| BLB&B Advisors, LLC | 14,741 | $1.81M | 0.10% | −631−4.1% | Reduced |
| Hall Capital Management Co Inc | 14,854 | $1.82M | 0.90% | −75−0.5% | Reduced |
| Alberta Investment Management Corp | 14,900 | $1.83M | 0.02% | 00.0% | Unchanged |
| Groupama Asset Managment | 7,113 | $1.84M | 0.03% | −9,926−58.3% | Reduced |
| Washington Trust Co | 15,000 | $1.84M | 0.07% | +18+0.1% | Added |
| Clearstead Advisors, LLC | 14,825 | $1.85M | 0.09% | +221+1.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,115 | $1.86M | 0.74% | +198+1.3% | Added |
| Kesler, Norman & Wride, LLC | 15,247 | $1.87M | 0.40% | −1,409−8.5% | Reduced |
| Berkeley, Inc | 15,274 | $1.88M | 1.14% | +11,414+295.7% | Added |
| Hancock Whitney Corp | 15,327 | $1.88M | 0.06% | −234−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 15,425 | $1.89M | 0.11% | +84+0.5% | Added |
| ExodusPoint Capital Management, LP | 15,555 | $1.91M | 0.02% | −20,080−56.3% | Reduced |
| CWM, LLC | 15,608 | $1.92M | 0.01% | −2,621−14.4% | Reduced |
| JPL Wealth Management, LLC | 15,639 | $1.92M | 1.06% | +4,537+40.9% | Added |
| CoreCap Advisors, LLC | 15,668 | $1.92M | 0.10% | +2,845+22.2% | Added |