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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 772 | $94.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 770 | $95.0K | 0.04% | +175+29.4% | Added |
| St Germain D J Co Inc | 788 | $96.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 800 | $98.2K | 0.02% | −912−53.3% | Reduced |
| USA Financial Portformulas Corp | 836 | $102.7K | 0.02% | +59+7.6% | Added |
| Asset Dedication, LLC | 867 | $106.0K | 0.01% | −128−12.9% | Reduced |
| Operose Advisors LLC | 870 | $106.8K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 876 | $107.6K | 0.01% | −334−27.6% | Reduced |
| Archer Investment Corp | 878 | $107.8K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 880 | $108.1K | 0.02% | −420−32.3% | Reduced |
| Eagle Bay Advisors LLC | 881 | $108.1K | 0.07% | −5−0.6% | Reduced |
| Logan Capital Management Inc | 881 | $108.2K | 0.00% | −275−23.8% | Reduced |
| McIlrath & Eck, LLC | 891 | $109.4K | 0.02% | +115+14.8% | Added |
| Quent Capital, LLC | 896 | $110.0K | 0.01% | −33−3.6% | Reduced |
| MCF Advisors LLC | 899 | $110.5K | 0.01% | +485+117.1% | Added |
| Mascoma Wealth Management LLC | 908 | $111.5K | 0.03% | −81−8.2% | Reduced |
| Boyd Watterson Asset Management LLC | 941 | $115.6K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 952 | $116.9K | 0.02% | +6+0.6% | Added |
| Addison Advisors LLC | 957 | $117.5K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $122.8K | 0.06% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $122.8K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $122.8K | 0.09% | 00.0% | Unchanged |
| NVWM, LLC | 1,000 | $122.8K | 0.03% | +5+0.5% | Added |
| Union Savings Bank | 1,001 | $122.9K | 0.06% | +150+17.6% | Added |
| Delta Asset Management LLC | 1,023 | $125.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,067 | $131.0K | 0.00% | −446−29.5% | Reduced |
| Blue Chip Partners, Inc. | 1,089 | $133.7K | 0.01% | −91−7.7% | Reduced |
| Salomon & Ludwin, LLC | 1,096 | $134.6K | 0.01% | −449−29.1% | Reduced |
| Barrett & Company, Inc. | 1,120 | $137.5K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,121 | $137.7K | 0.00% | +165+17.3% | Added |
| Deseret Mutual Benefit Administrators | 1,176 | $144.4K | 0.07% | +121+11.5% | Added |
| Louisbourg Investments Inc. | 1,200 | $147.4K | 0.04% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,220 | $149.8K | 0.11% | −500−29.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,234 | $150.1K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,240 | $152.3K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,273 | $156.3K | 0.03% | +4+0.3% | Added |
| Old Second National Bank of Aurora | 1,281 | $157.3K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,313 | $161.2K | 0.01% | +170+14.9% | Added |
| Blume Capital Management, Inc. | 1,315 | $161.5K | 0.04% | −66−4.8% | Reduced |
| Evergreen Private Wealth LLC | 1,316 | $161.6K | 0.08% | +131+11.1% | Added |
| Paloma Partners Management Co | 1,320 | $162.1K | 0.02% | +1,320 | New |
| GoalVest Advisory LLC | 1,348 | $165.5K | 0.06% | +180+15.4% | Added |
| Creative Financial Designs Inc | 1,402 | $172.2K | 0.02% | −237−14.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,410 | $173.1K | 0.01% | +802+131.9% | Added |
| Duncker Streett & Co Inc | 1,415 | $173.8K | 0.03% | +5+0.4% | Added |
| Capital Advisors, Ltd. LLC | 1,416 | $174.0K | 0.02% | −4−0.3% | Reduced |
| Optimum Investment Advisors | 1,450 | $178.1K | 0.08% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,455 | $178.7K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,470 | $181.0K | 0.01% | −30−2.0% | Reduced |
| TFC Financial Management | 1,483 | $182.1K | 0.03% | +2+0.1% | Added |
| Members Capital Advisors Inc | 1,497 | $183.8K | 0.52% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,517 | $185.0K | 0.00% | −1,409−48.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,570 | $192.8K | 0.08% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,624 | $199.4K | 0.00% | −613−27.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,629 | $200.0K | 0.03% | +908+125.9% | Added |
| Allred Capital Management, LLC | 1,630 | $200.2K | 0.08% | −307−15.8% | Reduced |
| AJOVista, LLC | 1,630 | $200.2K | 0.54% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,630 | $200.2K | 0.01% | +1,630 | New |
| Intrua Financial, LLC | 1,631 | $200.2K | 0.03% | +1,631 | New |
| Madrona Financial Services, LLC | 1,636 | $200.9K | 0.07% | +1,636 | New |
| Summit Global Investments | 1,633 | $201.0K | 0.01% | −78−4.6% | Reduced |
| Cornerstone Capital, Inc. | 1,640 | $201.4K | 0.02% | +1,640 | New |
| DRW Securities, LLC | 1,641 | $201.5K | 0.01% | +1,641 | New |
| Ostrum Asset Management | 1,642 | $201.6K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,645 | $202.0K | 0.11% | +1,645 | New |
| Measured Wealth Private Client Group, LLC | 1,648 | $202.4K | 0.07% | +1,648 | New |
| Zacks Investment Management | 1,662 | $204.1K | 0.00% | −1,021−38.1% | Reduced |
| Bank of New Hampshire | 1,662 | $204.1K | 0.05% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,668 | $204.8K | 0.01% | +1,668 | New |
| Kapitalo Investimentos Ltda | 1,669 | $205.0K | 0.05% | +1,669 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,673 | $205.4K | 0.03% | −15−0.9% | Reduced |
| Ledyard National Bank | 1,675 | $205.7K | 0.02% | −200−10.7% | Reduced |
| Proequities, Inc. | 1,685 | $206.9K | 0.01% | −620−26.9% | Reduced |
| Sentry Investment Management LLC | 1,682 | $207.0K | 0.08% | 00.0% | Unchanged |
| King Wealth | 1,692 | $208.0K | 0.04% | 00.0% | Unchanged |
| Next Level Private LLC | 1,698 | $208.5K | 0.10% | +1,698 | New |
| Washington Trust Advisors, Inc. | 1,700 | $208.8K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,701 | $208.8K | 0.01% | +1,701 | New |
| Monument Capital Management | 1,709 | $209.9K | 0.06% | −74−4.2% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,710 | $210.0K | 0.26% | +1,710 | New |
| Tradition Wealth Management, LLC | 1,711 | $210.2K | 0.02% | +54+3.3% | Added |
| Unionview, LLC | 1,716 | $210.7K | 0.17% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,752 | $212.0K | 0.12% | +38+2.2% | Added |
| Syon Capital LLC | 1,741 | $213.8K | 0.02% | +1,741 | New |
| Wealth Group, Ltd. | 1,740 | $214.0K | 0.16% | +1,740 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,744 | $214.2K | 0.01% | −60−3.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,748 | $214.7K | 0.00% | −503−22.3% | Reduced |
| LMCG Investments, LLC | 1,750 | $214.9K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,750 | $214.9K | 0.14% | +1,750 | New |
| S&CO Inc | 1,775 | $217.0K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,773 | $217.7K | 0.02% | +7+0.4% | Added |
| SignalPoint Asset Management, LLC | 1,775 | $218.0K | 0.06% | +3+0.2% | Added |
| Trust Co of Toledo NA | 1,776 | $218.1K | 0.03% | +27+1.5% | Added |
| Ategra Capital Management, LLC | 1,783 | $219.0K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,787 | $219.4K | 0.02% | +43+2.5% | Added |
| Edgemoor Investment Advisors, Inc. | 1,793 | $220.3K | 0.02% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,795 | $220.4K | 0.07% | +1,795 | New |
| Becker Capital Management Inc | 1,800 | $221.0K | 0.01% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,800 | $221.0K | 0.02% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,825 | $221.1K | 0.25% | −11−0.6% | Reduced |