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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 2,278 | $271.3K | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,210 | $271.4K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,211 | $271.5K | 0.02% | +6+0.3% | Added |
| Financial Management Professionals, Inc. | 2,215 | $272.0K | 0.04% | +198+9.8% | Added |
| Midland Wealth Advisors LLC | 2,221 | $272.7K | 0.02% | −1,704−43.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,262 | $274.7K | 0.01% | −820−26.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,247 | $275.9K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,248 | $276.1K | 0.09% | +451+25.1% | Added |
| Stockman Wealth Management, Inc. | 2,251 | $276.4K | 0.05% | +3+0.1% | Added |
| Navalign, LLC | 2,289 | $281.1K | 0.09% | −251−9.9% | Reduced |
| Intrust Bank NA | 2,291 | $281.3K | 0.03% | −47−2.0% | Reduced |
| Puzo Michael J | 2,300 | $282.4K | 0.08% | −115−4.8% | Reduced |
| Optas, LLC | 2,307 | $283.3K | 0.08% | −75−3.1% | Reduced |
| Brown Capital Management LLC | 2,330 | $286.1K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,330 | $286.1K | 0.15% | +10.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,333 | $286.4K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,339 | $287.2K | 0.02% | −12−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 2,347 | $288.2K | 0.17% | +303+14.8% | Added |
| WBH Advisory Inc | 2,349 | $288.5K | 0.03% | +10.0% | Added |
| Loudon Investment Management, LLC | 2,350 | $288.6K | 0.17% | 00.0% | Unchanged |
| Aufman Associates Inc | 2,350 | $288.6K | 0.20% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,356 | $289.3K | 0.05% | +40+1.7% | Added |
| Premier Path Wealth Partners, LLC | 2,356 | $289.4K | 0.05% | −3−0.1% | Reduced |
| Forum Financial Management, LP | 2,358 | $289.6K | 0.00% | −123−5.0% | Reduced |
| BancorpSouth Bank | 2,372 | $291.3K | 0.02% | −62−2.5% | Reduced |
| Pettee Investors, Inc. | 2,375 | $291.6K | 0.12% | 00.0% | Unchanged |
| Cooper Financial Group | 2,378 | $292.0K | 0.05% | +44+1.9% | Added |
| Spire Wealth Management | 2,392 | $293.7K | 0.01% | −16−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 2,410 | $295.9K | 0.00% | +2,410 | New |
| Brookstone Capital Management | 2,418 | $296.9K | 0.01% | +661+37.6% | Added |
| Trust Point Inc. | 2,418 | $296.9K | 0.02% | −35−1.4% | Reduced |
| Advisors Capital Management, LLC | 2,429 | $298.0K | 0.01% | −182−7.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,428 | $298.1K | 0.16% | +18+0.7% | Added |
| Sterling Investment Counsel, LLC | 2,430 | $298.4K | 0.14% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,441 | $299.8K | 0.15% | +2,441 | New |
| Chicago Trust Co NA | 2,449 | $300.7K | 0.06% | +30+1.2% | Added |
| Fruth Investment Management | 2,456 | $301.0K | 0.08% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,458 | $301.8K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,485 | $305.2K | 0.01% | +118+5.0% | Added |
| Westmount Partners, LLC | 2,488 | $305.5K | 0.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,497 | $306.6K | 0.00% | −6−0.2% | Reduced |
| Graham Capital Management, L.P. | 2,500 | $307.0K | 0.01% | +2,500 | New |
| Sargent Investment Group, LLC | 2,505 | $307.6K | 0.07% | +10+0.4% | Added |
| BCJ Capital Management, LLC | 2,526 | $310.2K | 0.02% | +2,526 | New |
| BlackDiamond Wealth Management Inc. | 2,539 | $311.8K | 0.22% | +10+0.4% | Added |
| Geneos Wealth Management Inc. | 2,543 | $312.2K | 0.01% | +92+3.8% | Added |
| Country Club Bank | 2,550 | $313.1K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,554 | $313.7K | 0.04% | −819−24.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,562 | $314.7K | 0.26% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,573 | $316.0K | 0.08% | +23+0.9% | Added |
| Fielder Capital Group LLC | 2,610 | $320.5K | 0.14% | +5+0.2% | Added |
| Mather Group, LLC. | 2,694 | $320.9K | 0.01% | −43−1.6% | Reduced |
| Prelude Capital Management, LLC | 2,619 | $321.6K | 0.02% | −1,426−35.3% | Reduced |
| Roberts Glore & Co Inc | 2,630 | $323.0K | 0.10% | −100−3.7% | Reduced |
| Patton Albertson Miller Group, LLC | 2,637 | $323.8K | 0.05% | −75−2.8% | Reduced |
| Advisor OS, LLC | 2,661 | $326.8K | 0.04% | +235+9.7% | Added |
| World Equity Group, Inc. | 2,668 | $327.5K | 0.07% | −60−2.2% | Reduced |
| Zhang Financial LLC | 2,673 | $328.3K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 2,674 | $328.4K | 0.00% | +213+8.7% | Added |
| Clark Capital Management Group, Inc. | 2,674 | $328.4K | 0.00% | +276+11.5% | Added |
| Green Harvest Asset Management LLC | 2,688 | $330.1K | 0.01% | +21+0.8% | Added |
| Belpointe Asset Management LLC | 2,697 | $331.2K | 0.02% | −62−2.2% | Reduced |
| MQS Management LLC | 2,699 | $331.4K | 0.19% | +2,699 | New |
| One Charles Private Wealth Services, LLC | 2,700 | $331.5K | 0.14% | −288−9.6% | Reduced |
| Ascent Wealth Partners, LLC | 2,700 | $331.6K | 0.05% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,726 | $334.8K | 0.04% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,726 | $334.8K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,728 | $335.0K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,728 | $335.0K | 0.03% | −6−0.2% | Reduced |
| Keebeck Alpha, LP | 2,729 | $335.1K | 0.22% | −1,316−32.5% | Reduced |
| West Bancorporation Inc | 2,752 | $337.9K | 0.22% | −97−3.4% | Reduced |
| Kathmere Capital Management, LLC | 2,760 | $338.9K | 0.04% | +289+11.7% | Added |
| Trueblood Wealth Management, LLC | 2,766 | $339.7K | 0.19% | −105−3.7% | Reduced |
| CRA Financial Services, LLC | 2,770 | $340.2K | 0.07% | −27−1.0% | Reduced |
| Nomura Holdings Inc | 2,774 | $340.6K | 0.00% | −3,720−57.3% | Reduced |
| Geller Advisors LLC | 2,788 | $342.4K | 0.03% | −125−4.3% | Reduced |
| MTM Investment Management, LLC | 2,799 | $343.7K | 0.14% | +23+0.8% | Added |
| RB Capital Management, LLC | 2,800 | $343.9K | 0.09% | +78+2.9% | Added |
| First Heartland Consultants, Inc. | 2,806 | $345.0K | 0.04% | +598+27.1% | Added |
| Lake Street Advisors Group, LLC | 2,814 | $345.6K | 0.02% | +345+14.0% | Added |
| Kinneret Advisory, LLC | 2,815 | $345.7K | 0.03% | −9−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,826 | $347.0K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,837 | $348.4K | 0.07% | +52+1.9% | Added |
| Skopos Labs, Inc. | 2,872 | $349.3K | 0.15% | −22−0.8% | Reduced |
| Arlington Trust Co LLC | 2,850 | $350.0K | 0.09% | −48−1.7% | Reduced |
| CenterBook Partners LP | 2,856 | $350.7K | 0.02% | +652+29.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,856 | $350.8K | 0.20% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,861 | $351.3K | 0.03% | +201+7.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,869 | $352.3K | 0.09% | +16+0.6% | Added |
| Central Trust Co | 2,882 | $353.9K | 0.01% | +55+1.9% | Added |
| Pure Financial Advisors, Inc. | 2,890 | $354.9K | 0.01% | −30−1.0% | Reduced |
| CX Institutional | 2,924 | $359.0K | 0.02% | −54−1.8% | Reduced |
| SevenBridge Financial Group, LLC | 3,008 | $361.3K | 0.08% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 2,950 | $362.3K | 0.10% | −350−10.6% | Reduced |
| Biltmore Family Office, LLC | 2,957 | $363.1K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,958 | $363.2K | 0.26% | 00.0% | Unchanged |
| Atom Investors LP | 2,960 | $363.5K | 0.05% | +2,960 | New |
| Quadrant Capital Group LLC | 2,975 | $365.3K | 0.03% | +72+2.5% | Added |
| Douglas Lane & Associates, LLC | 2,977 | $365.6K | 0.01% | +75+2.6% | Added |
| Holderness Investments Co | 2,981 | $366.1K | 0.09% | +25+0.8% | Added |