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 |
|---|---|---|---|---|---|
| Baker Boyer National Bank | 2,990 | $367.2K | 0.13% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,990 | $367.2K | 0.05% | +17+0.6% | Added |
| Sigma Investment Counselors Inc | 2,991 | $367.2K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,994 | $367.7K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,000 | $368.0K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,000 | $368.4K | 0.02% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,045 | $373.9K | 0.26% | −91−2.9% | Reduced |
| Alpha Omega Wealth Management LLC | 3,047 | $374.2K | 0.07% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,050 | $374.5K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,051 | $374.7K | 0.08% | +23+0.8% | Added |
| Delta Investment Management, LLC | 3,054 | $375.0K | 0.09% | 00.0% | Unchanged |
| Perissos Private Wealth Management, LLC | 3,073 | $377.4K | 0.34% | +3,073 | New |
| EverSource Wealth Advisors, LLC | 3,203 | $380.5K | 0.03% | +137+4.5% | Added |
| Meyer Handelman Co | 3,100 | $380.7K | 0.01% | −1,800−36.7% | Reduced |
| Fairfield, Bush & Co. | 3,120 | $383.1K | 0.23% | −1,345−30.1% | Reduced |
| Heritage Wealth Advisors | 3,121 | $383.3K | 0.02% | −57−1.8% | Reduced |
| Buckhead Capital Management LLC | 3,126 | $383.9K | 0.13% | +7+0.2% | Added |
| Catalyst Financial Partners LLC | 3,231 | $385.0K | 0.10% | −364−10.1% | Reduced |
| Sendero Wealth Management, LLC | 3,142 | $385.8K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,144 | $386.1K | 0.28% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,163 | $388.4K | 0.07% | −150−4.5% | Reduced |
| M. Kraus & Co | 3,165 | $388.6K | 0.12% | −56−1.7% | Reduced |
| Rocky Mountain Advisers, LLC | 3,168 | $389.0K | 0.12% | +100+3.3% | Added |
| Good Life Advisors, LLC | 3,183 | $390.9K | 0.03% | −40−1.2% | Reduced |
| Romano Brothers and Company | 3,185 | $391.1K | 0.05% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 3,187 | $391.3K | 0.14% | −289−8.3% | Reduced |
| ICW Investment Advisors LLC | 3,187 | $391.4K | 0.17% | −191−5.7% | Reduced |
| KCM Investment Advisors LLC | 3,190 | $391.7K | 0.01% | +98+3.2% | Added |
| Wintrust Investments LLC | 3,195 | $392.0K | 0.03% | −508−13.7% | Reduced |
| Baron Wealth Management LLC | 3,193 | $392.1K | 0.21% | +436+15.8% | Added |
| Equitable Holdings, Inc. | 3,198 | $392.7K | 0.00% | −1,848−36.6% | Reduced |
| Adviser Investments LLC | 3,206 | $393.7K | 0.01% | −2,196−40.7% | Reduced |
| NorthLanding Financial Partners, LLC | 3,212 | $394.5K | 0.43% | +16+0.5% | Added |
| Key Financial Inc | 3,213 | $394.6K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,214 | $395.0K | 0.02% | −2−0.1% | Reduced |
| Mutual Advisors, LLC | 3,227 | $396.3K | 0.01% | +865+36.6% | Added |
| Simon Quick Advisors, LLC | 3,257 | $400.0K | 0.03% | +339+11.6% | Added |
| Mairs & Power Inc | 3,260 | $400.3K | 0.00% | −185−5.4% | Reduced |
| Dohj, LLC | 3,266 | $401.0K | 0.11% | +24+0.7% | Added |
| Essex Financial Services, Inc. | 3,268 | $401.4K | 0.04% | −180−5.2% | Reduced |
| Successful Portfolios LLC | 3,269 | $401.5K | 0.27% | −114−3.4% | Reduced |
| Mechanics Financial Corp | 3,280 | $402.8K | 0.21% | 00.0% | Unchanged |
| Motco | 3,281 | $402.9K | 0.02% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,285 | $403.0K | 0.02% | −34−1.0% | Reduced |
| RSM US Wealth Management LLC | 3,285 | $403.2K | 0.01% | −371−10.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,289 | $403.9K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,290 | $404.0K | 0.03% | −430−11.6% | Reduced |
| Chase Investment Counsel Corp | 3,306 | $405.0K | 0.15% | +162+5.2% | Added |
| Hyperion Partners, LLC | 3,305 | $405.9K | 0.30% | 00.0% | Unchanged |
| Eastern Bank | 3,311 | $406.6K | 0.02% | −935−22.0% | Reduced |
| New Hampshire Trust | 3,315 | $407.1K | 0.10% | −256−7.2% | Reduced |
| Everence Capital Management Inc | 3,334 | $409.0K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,336 | $409.7K | 0.01% | −202−5.7% | Reduced |
| Colonial Trust Co | 3,406 | $418.3K | 0.08% | −10.0% | Reduced |
| Riverview Trust Co | 3,408 | $418.5K | 0.32% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,409 | $418.6K | 0.21% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,428 | $421.0K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,432 | $421.0K | 0.08% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 3,441 | $423.0K | 0.06% | +41+1.2% | Added |
| NorthRock Partners, LLC | 3,471 | $426.2K | 0.02% | +12+0.3% | Added |
| ISAM Funds (UK) Ltd | 3,478 | $427.1K | 0.24% | +3,478 | New |
| Kingswood Wealth Advisors, LLC | 3,490 | $428.6K | 0.05% | +822+30.8% | Added |
| E Fund Management Co., Ltd. | 3,495 | $429.2K | 0.03% | −53−1.5% | Reduced |
| Nwam LLC | 3,528 | $429.7K | 0.03% | +128+3.8% | Added |
| RMR Capital Management, LLC | 3,506 | $430.5K | 0.43% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,522 | $432.5K | 0.04% | +10.0% | Added |
| Sherbrooke Park Advisers LLC | 3,548 | $435.7K | 0.08% | −3,059−46.3% | Reduced |
| Essex Savings Bank | 3,669 | $437.0K | 0.13% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,560 | $437.2K | 0.01% | −300−7.8% | Reduced |
| ProVise Management Group, LLC | 3,563 | $437.5K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,567 | $438.0K | 0.01% | −120−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,585 | $439.2K | 0.02% | +266+8.0% | Added |
| Flagship Harbor Advisors, LLC | 3,577 | $439.3K | 0.03% | +166+4.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,596 | $441.6K | 0.05% | +90+2.6% | Added |
| Wynn Capital, LLC | 3,600 | $442.1K | 0.34% | −5−0.1% | Reduced |
| Girard Partners Ltd. | 3,600 | $442.1K | 0.04% | −25−0.7% | Reduced |
| Perigon Wealth Management, LLC | 3,608 | $443.0K | 0.01% | +365+11.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,608 | $443.1K | 0.00% | +3,608 | New |
| Ambassador Advisors, LLC | 3,619 | $444.4K | 0.08% | +3,619 | New |
| Renasant Bank | 3,643 | $447.4K | 0.32% | −5−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 3,704 | $454.8K | 0.07% | +3+0.1% | Added |
| Empower Advisory Group, LLC | 3,713 | $456.0K | 0.00% | +2,007+117.6% | Added |
| Phoenix Wealth Advisors | 3,719 | $456.7K | 0.28% | +2+0.1% | Added |
| Level Four Advisory Services, LLC | 3,841 | $457.4K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3,733 | $458.4K | 0.03% | +276+8.0% | Added |
| Pine Haven Investment Counsel, Inc | 3,745 | $459.9K | 0.40% | −75−2.0% | Reduced |
| Associated Banc-Corp | 3,748 | $460.3K | 0.01% | +212+6.0% | Added |
| Sunpointe, LLC | 3,752 | $460.7K | 0.51% | +24+0.6% | Added |
| Barlow Wealth Partners, Inc. | 3,758 | $462.2K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,774 | $463.0K | 0.09% | −1,628−30.1% | Reduced |
| Wharton Business Group, LLC | 3,774 | $463.0K | 0.02% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3,795 | $466.0K | 0.13% | +99+2.7% | Added |
| Buckingham Strategic Partners | 3,814 | $468.4K | 0.01% | +3,814 | New |
| Pallas Capital Advisors LLC | 3,820 | $469.1K | 0.02% | +528+16.0% | Added |
| Roman Butler Fullerton & Co | 3,875 | $469.7K | 0.18% | +5+0.1% | Added |
| Terra Nova Asset Management LLC | 3,834 | $470.8K | 0.38% | −473−11.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,835 | $470.9K | 0.13% | −34−0.9% | Reduced |
| Wambolt & Associates, LLC | 3,879 | $471.8K | 0.14% | −2,078−34.9% | Reduced |
| Baldwin Investment Management, LLC | 3,845 | $472.2K | 0.06% | −855−18.2% | Reduced |
| SpiderRock Advisors, LLC | 3,921 | $472.6K | 0.02% | +3,921 | New |