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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 3,850 | $472.8K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,858 | $473.8K | 0.02% | +59+1.6% | Added |
| Fisher Asset Management, LLC | 3,872 | $475.5K | 0.00% | +846+28.0% | Added |
| Clean Yield Group | 3,883 | $476.8K | 0.19% | 00.0% | Unchanged |
| MWA Asset Management | 3,889 | $477.6K | 0.35% | −65−1.6% | Reduced |
| Krane Funds Advisors LLC | 3,921 | $477.7K | 0.02% | +5+0.1% | Added |
| Jeppson Wealth Management, LLC | 3,944 | $484.3K | 0.19% | −8−0.2% | Reduced |
| Vinva Investment Management Ltd | 3,968 | $487.3K | 0.03% | −5,824−59.5% | Reduced |
| Relative Value Partners Group, LLC | 4,006 | $487.6K | 0.03% | −499−11.1% | Reduced |
| Gallacher Capital Management LLC | 3,976 | $488.2K | 0.25% | −2,167−35.3% | Reduced |
| Pitti Group Wealth Management, LLC | 3,934 | $488.7K | 0.55% | +6+0.2% | Added |
| Ausdal Financial Partners, Inc. | 3,985 | $489.3K | 0.06% | +61+1.6% | Added |
| Steward Partners Investment Solutions, LLC | 3,997 | $490.8K | 0.08% | +3,997 | New |
| NBT Bank N A | 3,999 | $491.1K | 0.04% | +109+2.8% | Added |
| Beck Mack & Oliver LLC | 4,000 | $491.2K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $491.2K | 0.21% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,051 | $497.5K | 0.01% | +1,042+34.6% | Added |
| Capital Investment Advisory Services, LLC | 4,056 | $498.1K | 0.05% | +5+0.1% | Added |
| Alethea Capital Management, LLC | 4,057 | $498.2K | 0.40% | +4,057 | New |
| Exchange Traded Concepts, LLC | 4,065 | $499.2K | 0.01% | −761−15.8% | Reduced |
| Woodstock Corp | 4,066 | $499.3K | 0.05% | −44−1.1% | Reduced |
| Alera Investment Advisors, LLC | 4,080 | $501.1K | 0.07% | −49−1.2% | Reduced |
| Ellevest, Inc. | 4,093 | $502.6K | 0.03% | +2,286+126.5% | Added |
| Aureus Asset Management, LLC | 4,094 | $502.7K | 0.03% | −458−10.1% | Reduced |
| TFG Advisers LLC | 4,097 | $503.1K | 0.20% | −35−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,120 | $505.9K | 0.38% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,123 | $506.0K | 0.10% | +1,602+63.5% | Added |
| Mendel Money Management | 4,121 | $506.1K | 0.23% | +127+3.2% | Added |
| South State Corp. | 4,125 | $506.6K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,139 | $508.3K | 0.13% | −97−2.3% | Reduced |
| Greatmark Investment Partners, Inc. | 4,145 | $509.0K | 0.07% | +215+5.5% | Added |
| Physicians Financial Services, Inc. | 4,152 | $510.0K | 0.18% | −150−3.5% | Reduced |
| Patten & Patten Inc | 4,166 | $511.6K | 0.04% | +326+8.5% | Added |
| HM Payson & Co | 4,167 | $511.7K | 0.01% | +127+3.1% | Added |
| Arden Trust Co | 4,176 | $512.8K | 0.07% | +47+1.1% | Added |
| JBR Co Financial Management Inc | 4,199 | $515.6K | 0.41% | −225−5.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,204 | $516.3K | 0.01% | −30−0.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,205 | $516.4K | 0.09% | +23+0.5% | Added |
| Court Place Advisors, LLC | 4,209 | $516.9K | 0.17% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,210 | $517.0K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,217 | $517.8K | 0.01% | +609+16.9% | Added |
| Kanawha Capital Management LLC | 4,233 | $519.8K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 4,240 | $520.7K | 0.05% | +803+23.4% | Added |
| Trust Co of Virginia | 4,271 | $524.5K | 0.05% | −67−1.5% | Reduced |
| Independence Bank of Kentucky | 4,275 | $525.0K | 0.16% | −334−7.2% | Reduced |
| FourThought Financial Partners, LLC | 4,278 | $525.4K | 0.06% | +1,954+84.1% | Added |
| Insigneo Advisory Services, LLC | 4,301 | $528.2K | 0.06% | −202−4.5% | Reduced |
| Haverford Trust Co | 4,302 | $528.3K | 0.01% | −130−2.9% | Reduced |
| Tocqueville Asset Management L.P. | 4,304 | $528.5K | 0.01% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 4,327 | $531.4K | 0.07% | −245−5.4% | Reduced |
| First National Corp | 4,467 | $532.1K | 0.13% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 4,392 | $539.3K | 0.11% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,393 | $539.5K | 0.24% | −95−2.1% | Reduced |
| Summit Financial, LLC | 4,396 | $539.8K | 0.03% | +143+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,409 | $541.4K | 0.00% | −1,000−18.5% | Reduced |
| Pinnacle Bancorp, Inc. | 4,423 | $543.1K | 0.16% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,427 | $543.6K | 0.13% | −2,646−37.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,443 | $546.0K | 0.03% | −499−10.1% | Reduced |
| Montag A & Associates Inc | 4,450 | $546.5K | 0.03% | −100−2.2% | Reduced |
| CAPROCK Group, Inc. | 4,453 | $546.9K | 0.03% | −221−4.7% | Reduced |
| Congress Wealth Management LLC | 4,472 | $549.2K | 0.01% | +218+5.1% | Added |
| Spinnaker Trust | 4,473 | $549.3K | 0.04% | +17+0.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,489 | $551.2K | 0.20% | −87−1.9% | Reduced |
| Segment Wealth Management, LLC | 4,497 | $552.2K | 0.04% | −230−4.9% | Reduced |
| Private Trust Co NA | 4,500 | $552.6K | 0.06% | +78+1.8% | Added |
| Valley Forge Investment Consultants Inc Adv | 4,560 | $560.0K | 0.22% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,625 | $562.1K | 0.37% | +75+1.6% | Added |
| KRS Capital Management, LLC | 4,594 | $564.1K | 0.46% | −978−17.6% | Reduced |
| Trust Co of the South | 4,601 | $565.0K | 0.13% | −1,411−23.5% | Reduced |
| Raleigh Capital Management Inc. | 4,625 | $567.8K | 0.25% | −554−10.7% | Reduced |
| Brighton Jones LLC | 4,647 | $570.6K | 0.02% | +4+0.1% | Added |
| Clifford Group, LLC | 4,647 | $570.7K | 0.47% | +447+10.6% | Added |
| Proficio Capital Partners LLC | 4,684 | $575.1K | 0.06% | +60+1.3% | Added |
| Marble Harbor Investment Counsel, LLC | 4,711 | $578.5K | 0.07% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 4,713 | $578.8K | 0.09% | +4,713 | New |
| Arrow Financial Corp | 4,721 | $579.7K | 0.06% | −4,138−46.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,731 | $581.0K | 0.12% | −344−6.8% | Reduced |
| TrinityPoint Wealth, LLC | 4,752 | $583.5K | 0.10% | +571+13.7% | Added |
| Saratoga Research & Investment Management | 4,772 | $586.0K | 0.03% | −8−0.2% | Reduced |
| Fiduciary Group LLC | 4,791 | $588.3K | 0.06% | −37−0.8% | Reduced |
| Edentree Asset Management Ltd | 4,800 | $589.2K | 0.19% | −6,600−57.9% | Reduced |
| Wimmer Associates 1, LLC | 4,814 | $591.2K | 0.31% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 4,851 | $595.7K | 0.09% | −1,484−23.4% | Reduced |
| Kolinsky Wealth Management, LLC | 4,876 | $598.8K | 0.46% | +98+2.1% | Added |
| Occudo Quantitative Strategies LP | 4,882 | $599.5K | 0.10% | −11,272−69.8% | Reduced |
| Trustmark National Bank Trust Department | 4,890 | $600.5K | 0.05% | −945−16.2% | Reduced |
| Sunbelt Securities, Inc. | 4,919 | $604.0K | 0.07% | +196+4.1% | Added |
| Schechter Investment Advisors, LLC | 4,944 | $607.1K | 0.05% | −850−14.7% | Reduced |
| Nottingham Advisors, Inc. | 4,946 | $607.4K | 0.07% | +4+0.1% | Added |
| NTV Asset Management LLC | 4,950 | $607.9K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,889 | $610.0K | 0.04% | −504−9.3% | Reduced |
| First PREMIER Bank | 4,992 | $613.0K | 0.16% | +29+0.6% | Added |
| Cumberland Partners Ltd | 5,000 | $614.0K | 0.04% | +5,000 | New |
| J.W. Cole Advisors, Inc. | 5,019 | $616.3K | 0.03% | +199+4.1% | Added |
| Qtron Investments LLC | 5,019 | $616.3K | 0.09% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5,023 | $616.8K | 0.33% | +384+8.3% | Added |
| KLR Investment Advisors, LLC | 5,104 | $618.8K | 0.45% | +227+4.7% | Added |
| TD Waterhouse Canada Inc. | 4,918 | $627.1K | 0.00% | −604−10.9% | Reduced |
| Family Firm, Inc. | 5,122 | $629.0K | 0.15% | +7+0.1% | Added |
| Legacy Financial Advisors, Inc. | 5,160 | $633.6K | 0.11% | +98+1.9% | Added |