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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 15,729 | $1.93M | 0.01% | −1,107−6.6% | Reduced |
| Metis Global Partners, LLC | 15,768 | $1.94M | 0.07% | +179+1.1% | Added |
| Synovus Financial Corp | 15,811 | $1.94M | 0.03% | +4,178+35.9% | Added |
| Palisade Asset Management, LLC | 15,850 | $1.95M | 0.19% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 16,105 | $1.98M | 0.01% | −535−3.2% | Reduced |
| New Mexico Educational Retirement Board | 16,148 | $1.98M | 0.07% | −500−3.0% | Reduced |
| United Community Bank | 16,168 | $1.99M | 0.77% | −323−2.0% | Reduced |
| United Asset Strategies, Inc. | 16,237 | $1.99M | 0.20% | +1,152+7.6% | Added |
| J. W. Coons Advisors, LLC | 16,369 | $2.01M | 0.45% | −615−3.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,404 | $2.01M | 0.06% | +16,404 | New |
| IMS Capital Management | 16,460 | $2.02M | 0.94% | +550+3.5% | Added |
| Veriti Management LLC | 16,470 | $2.02M | 0.15% | +2,471+17.7% | Added |
| Smith, Salley & Associates | 16,591 | $2.04M | 0.16% | −6,435−27.9% | Reduced |
| MSH Capital Advisors LLC | 16,612 | $2.04M | 0.72% | −437−2.6% | Reduced |
| Howe & Rusling Inc | 16,645 | $2.04M | 0.20% | −461−2.7% | Reduced |
| Radnor Capital Management, LLC | 16,791 | $2.06M | 0.35% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 16,800 | $2.06M | 0.36% | −15−0.1% | Reduced |
| Harmony Asset Management LLC | 16,899 | $2.08M | 0.86% | −9−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 17,000 | $2.09M | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,066 | $2.10M | 0.02% | +17,066 | New |
| Whittier Trust Co | 17,113 | $2.10M | 0.03% | −530−3.0% | Reduced |
| Albert D Mason Inc | 17,316 | $2.13M | 1.31% | +216+1.3% | Added |
| Nations Financial Group Inc, | 17,387 | $2.14M | 0.18% | −91−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,520 | $2.15M | 0.60% | −295−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 17,681 | $2.17M | 0.02% | −1,514−7.9% | Reduced |
| Capital Analysts, LLC | 17,694 | $2.17M | 0.10% | −224−1.3% | Reduced |
| PFW Advisors LLC | 17,888 | $2.20M | 0.67% | +18+0.1% | Added |
| Beacon Pointe Advisors, LLC | 17,921 | $2.20M | 0.02% | −3,929−18.0% | Reduced |
| Quantitative Investment Management, LLC | 18,158 | $2.23M | 0.13% | −24,429−57.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 18,175 | $2.23M | 1.50% | −25−0.1% | Reduced |
| Griffin Asset Management, Inc. | 18,288 | $2.25M | 0.27% | +63+0.3% | Added |
| Riverbridge Partners LLC | 18,317 | $2.25M | 0.03% | −301−1.6% | Reduced |
| TrimTabs Asset Management, LLC | 18,433 | $2.26M | 0.57% | +1,905+11.5% | Added |
| Dakota Wealth Management | 18,454 | $2.27M | 0.06% | +107+0.6% | Added |
| Pacitti Group Inc. | 18,570 | $2.28M | 1.23% | +380+2.1% | Added |
| Mattern Wealth Management LLC | 18,594 | $2.28M | 0.56% | −47−0.3% | Reduced |
| Marks Group Wealth Management, Inc | 18,728 | $2.30M | 0.24% | +973+5.5% | Added |
| Central Pacific Bank - Trust Division | 18,967 | $2.31M | 0.29% | +18,967 | New |
| Securian Asset Management, Inc | 18,861 | $2.32M | 0.07% | −1,479−7.3% | Reduced |
| Texas Yale Capital Corp. | 19,014 | $2.33M | 0.10% | −525−2.7% | Reduced |
| Trexquant Investment LP | 19,070 | $2.34M | 0.05% | +19,070 | New |
| Prime Capital Investment Advisors, LLC | 19,091 | $2.34M | 0.03% | −27−0.1% | Reduced |
| Bokf, NA | 19,317 | $2.35M | 0.04% | +151+0.8% | Added |
| IFG Advisory, LLC | 19,162 | $2.35M | 0.18% | −3,930−17.0% | Reduced |
| NEOS Investment Management LLC | 19,168 | $2.35M | 0.15% | +2,852+17.5% | Added |
| Zions Bancorporation, N.A. | 19,275 | $2.37M | 0.17% | +341+1.8% | Added |
| Glenview Trust Co | 19,424 | $2.39M | 0.05% | −1,159−5.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 19,455 | $2.39M | 0.39% | −13−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 19,556 | $2.40M | 0.55% | −1,353−6.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 19,563 | $2.40M | 0.13% | −1,232−5.9% | Reduced |
| Credit Agricole S A | 20,618 | $2.43M | 0.04% | +11,062+115.8% | Added |
| First National Trust Co | 19,802 | $2.43M | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 19,912 | $2.45M | 0.17% | +19,912 | New |
| Sequoia Financial Advisors, LLC | 19,971 | $2.45M | 0.03% | −892−4.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 20,000 | $2.46M | 0.03% | +20,000 | New |
| Meritage Portfolio Management | 20,012 | $2.46M | 0.16% | −1,142−5.4% | Reduced |
| Sumitomo Life Insurance Co | 20,200 | $2.46M | 0.06% | +20,200 | New |
| Genus Capital Management Inc. | 20,400 | $2.51M | 0.33% | +20,400 | New |
| Bessemer Group Inc | 20,596 | $2.53M | 0.00% | +3,677+21.7% | Added |
| Hartford Investment Management Co | 20,657 | $2.54M | 0.09% | −1,021−4.7% | Reduced |
| Ontario Teachers Pension Plan Board | 20,771 | $2.55M | 0.02% | +13,264+176.7% | Added |
| Snowden Capital Advisors LLC | 20,797 | $2.55M | 0.08% | +762+3.8% | Added |
| IMC-Chicago, LLC | 21,010 | $2.58M | 0.09% | +21,010 | New |
| Bath Savings Trust Co | 21,018 | $2.58M | 0.27% | −355−1.7% | Reduced |
| Ghe, LLC | 21,103 | $2.59M | 1.20% | +38+0.2% | Added |
| Lantz Financial LLC | 21,190 | $2.60M | 0.84% | +48+0.2% | Added |
| Axxcess Wealth Management, LLC | 21,418 | $2.63M | 0.07% | −6,322−22.8% | Reduced |
| Armbruster Capital Management, Inc. | 21,528 | $2.64M | 0.56% | −130−0.6% | Reduced |
| Plato Investment Management Ltd | 21,828 | $2.68M | 0.28% | +20,856+2,145.7% | Added |
| Clear Rock Advisors, LLC | 21,944 | $2.69M | 1.17% | +583+2.7% | Added |
| Oppenheimer & Co Inc | 21,994 | $2.70M | 0.04% | −124−0.6% | Reduced |
| Mechanics Bank Trust Department | 22,025 | $2.70M | 0.40% | −465−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,202 | $2.73M | 0.00% | +1,073+5.1% | Added |
| Zevenbergen Capital Investments LLC | 22,395 | $2.75M | 0.06% | −350−1.5% | Reduced |
| SYSTM Wealth Solutions LLC | 22,458 | $2.76M | 0.35% | +5,625+33.4% | Added |
| United Services Automobile Association | 22,538 | $2.77M | 0.07% | +22,538 | New |
| Ieq Capital, LLC | 22,595 | $2.77M | 0.04% | +3,006+15.3% | Added |
| Meridian Wealth Management, LLC | 22,627 | $2.78M | 0.46% | +2,646+13.2% | Added |
| Elevatus Welath Management | 22,827 | $2.80M | 1.11% | +228+1.0% | Added |
| Hyman Charles D | 22,856 | $2.81M | 0.16% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 23,086 | $2.83M | 0.34% | +615+2.7% | Added |
| LVW Advisors, LLC | 23,164 | $2.84M | 0.48% | +17+0.1% | Added |
| Coastline Trust Co | 23,177 | $2.85M | 0.34% | −5,051−17.9% | Reduced |
| Bray Capital Advisors | 23,493 | $2.88M | 0.73% | −110.0% | Reduced |
| Shoker Investment Counsel, Inc. | 24,108 | $2.93M | 1.05% | +116+0.5% | Added |
| First Horizon Advisors, Inc. | 24,027 | $2.95M | 0.09% | +488+2.1% | Added |
| Wealthcare Advisory Partners LLC | 24,072 | $2.96M | 0.10% | +1,051+4.6% | Added |
| Vestmark Advisory Solutions, Inc. | 24,192 | $2.97M | 0.13% | +903+3.9% | Added |
| Pinnacle Associates Ltd | 24,229 | $2.98M | 0.05% | −435−1.8% | Reduced |
| Kentucky Retirement Systems | 24,320 | $2.99M | 0.09% | −1,403−5.5% | Reduced |
| Cresset Asset Management, LLC | 24,336 | $2.99M | 0.01% | +5,367+28.3% | Added |
| 1832 Asset Management L.P. | 24,373 | $2.99M | 0.01% | +3,797+18.5% | Added |
| Maryland State Retirement & Pension System | 25,075 | $2.99M | 0.06% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 24,401 | $3.00M | 0.59% | −242−1.0% | Reduced |
| Caldwell Trust Co | 24,462 | $3.00M | 0.35% | −827−3.3% | Reduced |
| Ritholtz Wealth Management | 24,567 | $3.02M | 0.10% | +321+1.3% | Added |
| Diversified Trust Co | 24,604 | $3.02M | 0.09% | +14,603+146.0% | Added |
| SG Americas Securities, LLC | 24,837 | $3.05M | 0.02% | +8,435+51.4% | Added |
| Cozad Asset Management Inc | 24,881 | $3.06M | 0.32% | −423−1.7% | Reduced |
| NewEdge Wealth, LLC | 26,032 | $3.08M | 0.07% | +2,166+9.1% | Added |