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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 5,167 | $634.5K | 0.22% | 00.0% | Unchanged |
| Bender Robert & Associates | 5,195 | $637.9K | 0.15% | −210−3.9% | Reduced |
| First Trust Investment Solutions L.P. | 5,195 | $637.9K | 0.11% | +3,100+148.0% | Added |
| Jmac Enterprises LLC | 5,200 | $638.6K | 0.12% | −400−7.1% | Reduced |
| Range Financial Group LLC | 5,200 | $638.6K | 0.33% | +38+0.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,207 | $639.4K | 0.01% | −3,779−42.1% | Reduced |
| Ramirez Asset Management, Inc. | 5,212 | $640.0K | 0.13% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,242 | $643.7K | 0.64% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,255 | $645.3K | 0.05% | −138−2.6% | Reduced |
| Integrated Advisors Network LLC | 5,256 | $645.4K | 0.03% | −282−5.1% | Reduced |
| Summit Trail Advisors, LLC | 5,322 | $653.5K | 0.02% | +325+6.5% | Added |
| OmniStar Financial Group, Inc. | 5,394 | $662.5K | 0.61% | +416+8.4% | Added |
| Lindbrook Capital, LLC | 5,403 | $663.5K | 0.06% | +56+1.0% | Added |
| Norris Perne & French LLP | 5,455 | $669.9K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,470 | $671.7K | 0.04% | +406+8.0% | Added |
| RW Investment Management LLC | 5,477 | $672.6K | 0.09% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,479 | $672.8K | 0.19% | −585−9.6% | Reduced |
| Linscomb & Williams, Inc. | 5,479 | $672.9K | 0.03% | −50−0.9% | Reduced |
| First National Advisers, LLC | 5,487 | $673.8K | 0.15% | +1,152+26.6% | Added |
| HB Wealth Management, LLC | 5,507 | $676.4K | 0.01% | +379+7.4% | Added |
| TRUE Private Wealth Advisors | 5,517 | $677.5K | 0.08% | +288+5.5% | Added |
| Broadwater Capital Management LLC | 5,520 | $677.9K | 0.52% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 5,522 | $678.1K | 0.33% | +5,522 | New |
| SRB Corp | 5,530 | $679.1K | 0.04% | +5,530 | New |
| Fulton Bank, N.A. | 5,539 | $680.2K | 0.03% | −29−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,558 | $682.5K | 0.02% | +817+17.2% | Added |
| TCG Advisory Services, LLC | 5,579 | $685.1K | 0.04% | −242−4.2% | Reduced |
| Kuhn & Co Investment Counsel | 5,603 | $688.0K | 0.65% | −2,759−33.0% | Reduced |
| Seneca Financial Advisors LLC | 5,620 | $690.1K | 0.37% | +5+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 5,623 | $690.5K | 0.05% | +216+4.0% | Added |
| Miracle Mile Advisors, LLC | 5,633 | $691.7K | 0.02% | +119+2.2% | Added |
| IFP Advisors, Inc | 5,635 | $692.0K | 0.03% | +40+0.7% | Added |
| Chesley Taft & Associates LLC | 5,650 | $693.8K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,700 | $700.0K | 0.05% | +245+4.5% | Added |
| KFG Wealth Management, LLC | 5,713 | $701.6K | 0.29% | +281+5.2% | Added |
| Forza Wealth Management, LLC | 5,736 | $704.4K | 0.37% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,736 | $704.4K | 0.02% | +242+4.4% | Added |
| Pacific Global Investment Management CO | 5,747 | $705.7K | 0.13% | −8−0.1% | Reduced |
| Global Retirement Partners, LLC | 5,769 | $708.4K | 0.03% | −260−4.3% | Reduced |
| PFG Investments, LLC | 5,772 | $708.8K | 0.04% | +682+13.4% | Added |
| Evergreen Capital Management LLC | 5,833 | $716.3K | 0.03% | +71+1.2% | Added |
| Horizon Investments, LLC | 5,894 | $717.9K | 0.02% | −16−0.3% | Reduced |
| Sara-Bay Financial | 5,920 | $720.0K | 0.32% | −125−2.1% | Reduced |
| Old National Bancorp | 5,870 | $720.8K | 0.02% | −1,740−22.9% | Reduced |
| Penn Davis McFarland Inc | 5,881 | $722.2K | 0.11% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 5,896 | $724.1K | 0.18% | −526−8.2% | Reduced |
| BBR Partners, LLC | 5,943 | $729.8K | 0.06% | +5,943 | New |
| Burney Co | 5,947 | $730.3K | 0.03% | −1,083−15.4% | Reduced |
| Human Investing LLC | 6,011 | $738.1K | 0.15% | −157−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,022 | $739.5K | 0.00% | +6,022 | New |
| STF Management LP | 6,033 | $740.9K | 0.32% | −107−1.7% | Reduced |
| Jacobi Capital Management LLC | 6,038 | $741.5K | 0.07% | +448+8.0% | Added |
| Buckingham Strategic Wealth, LLC | 6,068 | $745.2K | 0.01% | +960+18.8% | Added |
| Marino, Stram & Associates LLC | 6,083 | $747.0K | 0.18% | +294+5.1% | Added |
| AE Wealth Management LLC | 6,091 | $748.1K | 0.01% | −17,966−74.7% | Reduced |
| Banque Cantonale Vaudoise | 6,160 | $757.0K | 0.03% | −4,696−43.3% | Reduced |
| Virtus ETF Advisers LLC | 6,169 | $757.6K | 0.40% | +6,169 | New |
| V-Square Quantitative Management LLC | 6,171 | $757.8K | 0.13% | 00.0% | Unchanged |
| STAR Financial Bank | 6,187 | $759.8K | 0.65% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,201 | $761.5K | 0.01% | −594−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,224 | $764.3K | 0.01% | +292+4.9% | Added |
| Lavaca Capital LLC | 6,295 | $773.0K | 0.47% | +16+0.3% | Added |
| FineMark National Bank & Trust | 6,302 | $773.9K | 0.03% | −762−10.8% | Reduced |
| Wealth Alliance | 6,337 | $778.2K | 0.10% | +53+0.8% | Added |
| Guyasuta Investment Advisors Inc | 6,562 | $781.6K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,370 | $782.2K | 0.01% | +1,465+29.9% | Added |
| Change Path, LLC | 6,384 | $784.0K | 0.03% | +3,705+138.3% | Added |
| Capital Investment Advisors, LLC | 6,392 | $785.0K | 0.02% | +23+0.4% | Added |
| Elevated Capital Advisors, LLC | 6,415 | $787.8K | 0.23% | +571+9.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,438 | $790.6K | 0.19% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,450 | $792.1K | 0.00% | +138+2.2% | Added |
| Taylor Financial Group, Inc. | 6,458 | $793.0K | 0.60% | −240−3.6% | Reduced |
| First Financial Bank - Trust Division | 6,476 | $795.3K | 0.08% | −671−9.4% | Reduced |
| Farther Finance Advisors, LLC | 6,567 | $798.7K | 0.05% | +3,877+144.1% | Added |
| First Bank & Trust | 6,504 | $798.7K | 0.17% | −143−2.2% | Reduced |
| American National Bank & Trust Co | 6,636 | $814.9K | 0.19% | +6,636 | New |
| Columbus Macro, LLC | 6,660 | $817.9K | 0.31% | +6,660 | New |
| Farmers & Merchants Investments Inc | 6,662 | $818.1K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,696 | $822.3K | 0.22% | −70−1.0% | Reduced |
| Public Sector Pension Investment Board | 6,730 | $826.4K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 6,749 | $828.8K | 0.03% | −300−4.3% | Reduced |
| Harbour Investments, Inc. | 6,795 | $834.4K | 0.03% | +5,037+286.5% | Added |
| Carnegie Capital Asset Management, LLC | 6,798 | $834.9K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,836 | $840.0K | 0.09% | +1,318+23.9% | Added |
| Warren Averett Asset Management, LLC | 6,850 | $841.1K | 0.02% | +251+3.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,874 | $844.1K | 0.04% | −2,011−22.6% | Reduced |
| Lantern Wealth Advisors, LLC | 6,884 | $845.4K | 0.59% | +6,884 | New |
| Salvus Wealth Management, LLC | 6,926 | $850.5K | 0.58% | −6−0.1% | Reduced |
| Aviance Capital Partners, LLC | 6,928 | $850.8K | 0.13% | +6,928 | New |
| Thoroughbred Financial Services, LLC | 6,968 | $855.0K | 0.08% | −867−11.1% | Reduced |
| Assetmark, Inc | 7,046 | $865.2K | 0.00% | +303+4.5% | Added |
| SFMG, LLC | 7,053 | $866.1K | 0.07% | −39−0.5% | Reduced |
| Birch Capital Management, LLC | 7,066 | $867.7K | 0.45% | −501−6.6% | Reduced |
| McDonald Partners LLC | 7,067 | $867.8K | 0.24% | −10−0.1% | Reduced |
| Eight 31 Financial LLC | 7,081 | $869.5K | 0.54% | −3,051−30.1% | Reduced |
| Agf Management Ltd | 7,097 | $871.5K | 0.00% | +2,076+41.3% | Added |
| Chemung Canal Trust Co | 7,172 | $880.7K | 0.17% | −133−1.8% | Reduced |
| Ascent Group, LLC | 7,188 | $882.7K | 0.08% | −2,004−21.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 7,217 | $886.2K | 0.42% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,265 | $892.2K | 0.02% | +440+6.4% | Added |