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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 1,825 | $224.2K | 0.12% | −1,145−38.6% | Reduced |
| Glen Eagle Advisors, LLC | 1,827 | $224.4K | 0.04% | +50+2.8% | Added |
| Verity Asset Management, Inc. | 1,829 | $224.6K | 0.13% | −25−1.3% | Reduced |
| RDA Financial Network | 1,830 | $224.7K | 0.08% | −23−1.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,832 | $225.0K | 0.03% | −33−1.8% | Reduced |
| Johnson & White Wealth Management, LLC | 1,829 | $225.0K | 0.16% | −165−8.3% | Reduced |
| Tobam | 1,849 | $227.0K | 0.02% | +558+43.2% | Added |
| Executive Wealth Management, LLC | 1,870 | $227.4K | 0.02% | −19−1.0% | Reduced |
| Peoples Bank | 1,852 | $227.4K | 0.13% | −34−1.8% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,855 | $228.0K | 0.17% | −1,139−38.0% | Reduced |
| Oakworth Capital, Inc. | 1,863 | $228.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,868 | $229.4K | 0.05% | −65−3.4% | Reduced |
| Opus Capital Group, LLC | 1,871 | $230.0K | 0.03% | −263−12.3% | Reduced |
| Valley National Advisers Inc | 1,874 | $230.0K | 0.03% | −65−3.4% | Reduced |
| 180 Wealth Advisors, LLC | 1,875 | $230.2K | 0.04% | +33+1.8% | Added |
| Cedar Brook Financial Partners, LLC | 1,878 | $230.6K | 0.05% | −43−2.2% | Reduced |
| Norden Group LLC | 1,878 | $230.6K | 0.05% | +1,878 | New |
| Schwartz Investment Counsel Inc | 1,879 | $230.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,895 | $232.7K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,896 | $232.8K | 0.04% | +4+0.2% | Added |
| Fort, L.P. | 1,906 | $234.1K | 0.59% | −189−9.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,908 | $234.3K | 0.04% | +168+9.7% | Added |
| Wilkins Investment Counsel Inc | 1,911 | $234.7K | 0.03% | +1,911 | New |
| ARS Wealth Advisors Group, LLC | 1,913 | $235.0K | 0.03% | −176−8.4% | Reduced |
| Fundamentun, LLC | 1,921 | $236.0K | 0.02% | +200+11.6% | Added |
| Charter Trust Co | 1,924 | $236.3K | 0.02% | −310−13.9% | Reduced |
| Rockline Wealth Management, LLC | 1,929 | $236.9K | 0.08% | −11−0.6% | Reduced |
| Greytown Advisors Inc. | 1,930 | $237.0K | 0.13% | −506−20.8% | Reduced |
| WealthPLAN Partners, LLC | 1,934 | $237.5K | 0.02% | −101−5.0% | Reduced |
| Vaughan David Investments LLC | 1,940 | $238.0K | 0.01% | −1−0.1% | Reduced |
| Simmons Bank | 1,939 | $238.1K | 0.02% | −117−5.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,941 | $238.4K | 0.06% | +12+0.6% | Added |
| Eqis Capital Management, Inc. | 1,952 | $239.7K | 0.02% | +1,952 | New |
| Transcend Wealth Collective, LLC | 1,953 | $239.8K | 0.02% | +95+5.1% | Added |
| Moloney Securities Asset Management, LLC | 1,954 | $240.0K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,952 | $240.0K | 0.05% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 1,962 | $240.9K | 0.10% | +203+11.5% | Added |
| Ingalls & Snyder LLC | 1,960 | $241.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,116 | $242.5K | 0.21% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,979 | $243.0K | 0.17% | −51−2.5% | Reduced |
| Chaney Capital Management, Inc. | 1,983 | $243.5K | 0.20% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,986 | $243.9K | 0.08% | +1+0.1% | Added |
| Guardian Wealth Advisors, LLC | 1,994 | $244.9K | 0.03% | +52+2.7% | Added |
| Security Financial Services, INC. | 1,999 | $245.5K | 0.06% | +203+11.3% | Added |
| Birch Hill Investment Advisors LLC | 2,000 | $245.6K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,000 | $245.6K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $245.6K | 0.07% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,000 | $245.6K | 0.05% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,000 | $246.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,007 | $246.5K | 0.18% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,007 | $246.5K | 0.22% | −607−23.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,011 | $247.0K | 0.02% | −10−0.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,012 | $247.1K | 0.10% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,014 | $247.3K | 0.04% | +106+5.6% | Added |
| Franklin Street Advisors Inc | 2,023 | $248.0K | 0.02% | −55−2.6% | Reduced |
| Gray Wealth Management Inc. | 2,023 | $248.5K | 0.11% | −199−9.0% | Reduced |
| Nixon Peabody Trust Co | 2,025 | $248.7K | 0.02% | −500−19.8% | Reduced |
| First Affirmative Financial Network | 2,025 | $248.7K | 0.18% | +6+0.3% | Added |
| International Private Wealth Advisors LLC | 2,026 | $248.8K | 0.48% | +151+8.1% | Added |
| Catalina Capital Group, LLC | 2,026 | $248.8K | 0.11% | +2,026 | New |
| NorthCrest Asset Manangement, LLC | 2,034 | $249.8K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,035 | $249.9K | 0.12% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 2,036 | $250.0K | 0.04% | −571−21.9% | Reduced |
| City State Bank | 2,038 | $250.0K | 0.11% | 00.0% | Unchanged |
| Aries Wealth Management | 2,039 | $250.4K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,982 | $250.9K | 0.02% | +26+1.3% | Added |
| Covestor Ltd | 2,043 | $251.0K | 0.16% | +197+10.7% | Added |
| Sunflower Bank, N.A. | 2,050 | $251.7K | 0.06% | −100−4.7% | Reduced |
| Family Legacy, Inc. | 2,050 | $251.7K | 0.09% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,054 | $252.2K | 0.02% | +10.0% | Added |
| Fulcrum Capital LLC | 2,058 | $252.7K | 0.06% | +181+9.6% | Added |
| Weaver Capital Management LLC | 2,062 | $253.2K | 0.09% | −106−4.9% | Reduced |
| Brady Family Wealth, LLC | 2,068 | $253.9K | 0.08% | −12−0.6% | Reduced |
| LGT Financial Advisors LLC | 2,071 | $254.3K | 0.30% | +11+0.5% | Added |
| Community Bank, N.A. | 2,075 | $254.8K | 0.03% | +1,300+167.7% | Added |
| Vicus Capital | 2,079 | $255.3K | 0.02% | +2,079 | New |
| International Assets Investment Management, LLC | 2,102 | $255.7K | 0.03% | +5+0.2% | Added |
| FLC Capital Advisors | 2,089 | $256.5K | 0.06% | 00.0% | Unchanged |
| Berkshire Bank | 2,095 | $257.3K | 0.06% | +2,095 | New |
| Sloy Dahl & Holst, LLC | 2,100 | $257.9K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,104 | $258.4K | 0.05% | +551+35.5% | Added |
| Verum Partners LLC | 2,107 | $258.7K | 0.09% | +4+0.2% | Added |
| Walleye Trading LLC | 2,107 | $258.7K | 0.00% | +2,107 | New |
| Silvant Capital Management LLC | 2,108 | $258.9K | 0.01% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,117 | $260.0K | 0.07% | −172−7.5% | Reduced |
| Sage Mountain Advisors LLC | 2,129 | $261.4K | 0.03% | −898−29.7% | Reduced |
| Syntax Research, Inc. | 2,138 | $262.5K | 0.20% | −100−4.5% | Reduced |
| Alpha Family Trust | 2,150 | $264.0K | 0.16% | 00.0% | Unchanged |
| Bank Ozk | 2,152 | $264.3K | 0.12% | +35+1.7% | Added |
| CWS Financial Advisors, LLC | 2,168 | $266.2K | 0.11% | −6,378−74.6% | Reduced |
| Moseley Investment Management Inc | 2,171 | $266.6K | 0.13% | −4−0.2% | Reduced |
| Kidder Stephen W | 2,175 | $267.1K | 0.09% | 00.0% | Unchanged |
| First County Bank | 2,176 | $267.2K | 0.13% | +131+6.4% | Added |
| Foster & Motley Inc | 2,183 | $268.0K | 0.02% | −347−13.7% | Reduced |
| Aspen Investment Management Inc | 2,180 | $268.0K | 0.14% | −160−6.8% | Reduced |
| Financial Advisory Service, Inc. | 2,185 | $268.4K | 0.02% | −29−1.3% | Reduced |
| Centennial Bank | 2,187 | $268.6K | 0.14% | −118−5.1% | Reduced |
| Chesapeake Asset Management LLC | 2,196 | $269.7K | 0.27% | −1,843−45.6% | Reduced |
| Emerald Advisors, LLC | 2,199 | $270.0K | 0.05% | +60+2.8% | Added |
| Searle & Co. | 2,200 | $270.2K | 0.07% | 00.0% | Unchanged |