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 |
|---|---|---|---|---|---|
| Thompson Investment Management, Inc. | 150 | $18.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 157 | $19.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 160 | $19.6K | 0.00% | +4+2.6% | Added |
| West Oak Capital, LLC | 160 | $20.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 165 | $20.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 166 | $20.4K | 0.00% | −246−59.7% | Reduced |
| Cedar Wealth Management, LLC | 167 | $20.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 174 | $21.4K | 0.00% | −2,000−92.0% | Reduced |
| Fortitude Family Office, LLC | 176 | $21.6K | 0.01% | −211−54.5% | Reduced |
| Gradient Investments LLC | 183 | $22.4K | 0.00% | −61−25.0% | Reduced |
| Tfo-TDC, LLC | 191 | $23.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $24.2K | 0.03% | −110−35.8% | Reduced |
| Princeton Global Asset Management LLC | 199 | $24.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $24.6K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $24.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 209 | $25.7K | 0.00% | −34−14.0% | Reduced |
| First Financial Corp | 214 | $26.3K | 0.01% | −1,239−85.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 220 | $27.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 227 | $28.0K | 0.02% | +2+0.9% | Added |
| SJS Investment Consulting Inc. | 229 | $28.1K | 0.01% | +1+0.4% | Added |
| Legend Financial Advisors, Inc. | 230 | $28.2K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 254 | $28.9K | 0.00% | +27+11.9% | Added |
| Prestige Wealth Management Group LLC | 240 | $29.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 246 | $30.2K | 0.01% | +100+68.5% | Added |
| ESL Trust Services, LLC | 250 | $30.7K | 0.01% | +250 | New |
| Investors Research Corp | 251 | $30.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 252 | $30.9K | 0.00% | +252 | New |
| Mma Asset Management LLC | 253 | $31.0K | 0.01% | +253 | New |
| Plante Moran Financial Advisors, LLC | 273 | $33.5K | 0.00% | −410−60.0% | Reduced |
| Evolution Advisers, Inc. | 275 | $34.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 279 | $34.3K | 0.00% | +17+6.5% | Added |
| Gilliland Jeter Wealth Management LLC | 284 | $34.9K | 0.01% | +284 | New |
| Ogorek Anthony Joseph | 288 | $35.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 286 | $35.1K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 298 | $36.6K | 0.01% | −298−50.0% | Reduced |
| Bellevue Asset Management, LLC | 298 | $36.6K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $36.8K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 300 | $36.8K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 306 | $37.6K | 0.02% | −100−24.6% | Reduced |
| Hanson & Doremus Investment Management | 313 | $38.0K | 0.01% | +9+3.0% | Added |
| Cedar Mountain Advisors, LLC | 318 | $39.0K | 0.01% | +2+0.6% | Added |
| M&R Capital Management Inc | 320 | $39.3K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 324 | $39.8K | 0.03% | −16−4.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 335 | $41.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 338 | $41.5K | 0.00% | −11−3.2% | Reduced |
| Catalyst Capital Advisors LLC | 344 | $42.2K | 0.00% | +5+1.5% | Added |
| Atlantic Trust, LLC | 348 | $42.7K | 0.01% | +3+0.9% | Added |
| Peoples Financial Services Corp. | 354 | $43.5K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 357 | $43.8K | 0.01% | −41−10.3% | Reduced |
| Castleark Management LLC | 360 | $44.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 367 | $45.1K | 0.03% | +31+9.2% | Added |
| First Community Trust NA | 371 | $45.6K | 0.04% | −29−7.2% | Reduced |
| Front Row Advisors LLC | 376 | $46.2K | 0.02% | +376 | New |
| Sittner & Nelson, LLC | 378 | $46.5K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 381 | $46.8K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 394 | $47.3K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 385 | $47.3K | 0.01% | −1,815−82.5% | Reduced |
| New England Capital Financial Advisors LLC | 394 | $48.4K | 0.03% | +3+0.8% | Added |
| WR Wealth Planners, LLC | 397 | $48.8K | 0.02% | +397 | New |
| Highlander Capital Management, LLC | 400 | $49.1K | 0.02% | −200−33.3% | Reduced |
| RFP Financial Group LLC | 400 | $49.1K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 404 | $49.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 420 | $51.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 432 | $53.0K | 0.01% | −10−2.3% | Reduced |
| Tradewinds Capital Management, LLC | 450 | $55.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 453 | $55.6K | 0.01% | +3+0.7% | Added |
| Smartleaf Asset Management LLC | 468 | $56.9K | 0.01% | +267+132.8% | Added |
| Central Bank & Trust Co | 482 | $59.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 484 | $59.4K | 0.02% | +25+5.4% | Added |
| Kelly Financial Services LLC | 485 | $59.5K | 0.02% | −4,056−89.3% | Reduced |
| Vestor Capital, LLC | 490 | $60.0K | 0.01% | −49−9.1% | Reduced |
| Cambridge Trust Co | 492 | $60.4K | 0.00% | +78+18.8% | Added |
| First Foundation Advisors | 496 | $60.9K | 0.00% | −153−23.6% | Reduced |
| Paradigm Asset Management Co LLC | 497 | $61.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 503 | $61.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 508 | $62.4K | 0.02% | +1+0.2% | Added |
| Larson Financial Group LLC | 528 | $64.9K | 0.01% | +353+201.7% | Added |
| Rothschild Investment LLC | 529 | $65.0K | 0.00% | +20+3.9% | Added |
| Atticus Wealth Management, LLC | 530 | $65.1K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 547 | $67.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 550 | $67.5K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 551 | $67.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 577 | $71.0K | 0.00% | −47−7.5% | Reduced |
| Beacon Capital Management, LLC | 592 | $72.7K | 0.01% | +325+121.7% | Added |
| West Branch Capital LLC | 595 | $73.1K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 600 | $73.7K | 0.05% | 00.0% | Unchanged |
| DAGCO, Inc. | 605 | $74.4K | 0.03% | +605 | New |
| General Partner, Inc. | 615 | $75.5K | 0.05% | +615 | New |
| Field & Main Bank | 635 | $78.0K | 0.03% | −240−27.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 645 | $79.2K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 647 | $79.5K | 0.03% | −43−6.2% | Reduced |
| Canton Hathaway, LLC | 651 | $80.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 655 | $80.4K | 0.01% | +9+1.4% | Added |
| Security National Bank | 675 | $82.9K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 683 | $83.9K | 0.00% | +683 | New |
| JJJ Advisors Inc. | 721 | $88.5K | 0.02% | +21+3.0% | Added |
| VisionPoint Advisory Group, LLC | 739 | $90.7K | 0.03% | +290+64.6% | Added |
| Hazlett, Burt & Watson, Inc. | 747 | $91.0K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 745 | $91.5K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 777 | $92.5K | 0.01% | 00.0% | Unchanged |