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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 7,277 | $894.0K | 0.03% | +3,094+74.0% | Added |
| Park Place Capital Corp | 7,387 | $907.1K | 0.32% | −3,354−31.2% | Reduced |
| Kapstone Financial Advisors LLC | 7,416 | $910.7K | 0.62% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,440 | $913.6K | 0.11% | −1,290−14.8% | Reduced |
| Naviter Wealth, LLC | 7,460 | $916.1K | 0.15% | −455−5.7% | Reduced |
| Lido Advisors, LLC | 7,480 | $918.6K | 0.01% | +2,613+53.7% | Added |
| Savant Capital, LLC | 7,482 | $918.8K | 0.01% | −102−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,486 | $919.2K | 0.09% | +147+2.0% | Added |
| Bard Financial Services, Inc. | 7,570 | $929.6K | 0.10% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 7,571 | $929.7K | 0.55% | +88+1.2% | Added |
| Boston Research & Management Inc | 7,615 | $935.0K | 0.23% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,648 | $939.2K | 0.04% | −555−6.8% | Reduced |
| Granite Investment Partners, LLC | 7,648 | $939.2K | 0.04% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 7,663 | $941.0K | 0.54% | −111−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,698 | $945.3K | 0.04% | +491+6.8% | Added |
| Heritage Trust Co | 7,720 | $948.0K | 0.13% | −238−3.0% | Reduced |
| S.A. Mason LLC | 7,738 | $950.3K | 0.57% | +6,889+811.4% | Added |
| Empirical Asset Management, LLC | 7,762 | $953.1K | 0.46% | +4,045+108.8% | Added |
| Western Financial Corp | 7,796 | $957.4K | 0.59% | +2,076+36.3% | Added |
| Strong Tower Advisory Services | 7,877 | $958.0K | 0.38% | +1,040+15.2% | Added |
| Cross Staff Investments Inc | 7,845 | $963.4K | 0.81% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,873 | $966.8K | 0.07% | −80−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 7,877 | $967.0K | 0.02% | +108+1.4% | Added |
| Independent Advisor Alliance | 7,901 | $970.2K | 0.04% | +18+0.2% | Added |
| Koshinski Asset Management, Inc. | 7,933 | $974.2K | 0.10% | +1,968+33.0% | Added |
| Ossiam | 8,006 | $983.1K | 0.02% | +4,626+136.9% | Added |
| Harbor Investment Advisory, LLC | 8,011 | $983.8K | 0.10% | −34−0.4% | Reduced |
| L.M. Kohn & Company | 8,015 | $984.2K | 0.28% | −195−2.4% | Reduced |
| Panagora Asset Management Inc | 8,086 | $993.0K | 0.01% | −410−4.8% | Reduced |
| Park National Corp | 8,093 | $993.8K | 0.04% | +37+0.5% | Added |
| Beacon Investment Advisory Services, Inc. | 8,100 | $994.7K | 0.04% | −877−9.8% | Reduced |
| Bullock Wealth Management Group | 8,237 | $1.00M | 0.67% | +8,237 | New |
| Martin Capital Partners, LLC | 8,159 | $1.00M | 0.38% | −85−1.0% | Reduced |
| Studio Investment Management LLC | 8,161 | $1.00M | 0.24% | +442+5.7% | Added |
| Simplicity Wealth,LLC | 8,179 | $1.00M | 0.02% | +8,179 | New |
| Jackson Wealth Management, LLC | 8,207 | $1.01M | 0.13% | +556+7.3% | Added |
| Bleakley Financial Group, LLC | 8,225 | $1.01M | 0.03% | +252+3.2% | Added |
| Rogco, LP | 8,438 | $1.04M | 0.42% | −31−0.4% | Reduced |
| Csenge Advisory Group | 8,453 | $1.04M | 0.06% | −483−5.4% | Reduced |
| Parallel Advisors, LLC | 8,465 | $1.04M | 0.03% | +279+3.4% | Added |
| Covenant Asset Management, LLC | 8,590 | $1.05M | 0.26% | −405−4.5% | Reduced |
| Leisure Capital Management | 8,594 | $1.06M | 0.53% | −549−6.0% | Reduced |
| Moors & Cabot, Inc. | 8,623 | $1.06M | 0.06% | −273−3.1% | Reduced |
| Grey Street Capital, LLC | 8,629 | $1.06M | 0.14% | +8,629 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,671 | $1.06M | 0.02% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 8,722 | $1.07M | 0.28% | −1,220−12.3% | Reduced |
| Prio Wealth Limited Partnership | 8,799 | $1.08M | 0.03% | +3,432+63.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 8,807 | $1.08M | 0.35% | 00.0% | Unchanged |
| Inceptionr LLC | 8,820 | $1.08M | 0.28% | +6,593+296.0% | Added |
| Hohimer Wealth Management, LLC | 8,863 | $1.09M | 0.26% | +8,863 | New |
| IHT Wealth Management, LLC | 8,907 | $1.09M | 0.04% | +1,336+17.6% | Added |
| Chicago Partners Investment Group LLC | 9,015 | $1.10M | 0.05% | +12+0.1% | Added |
| Argent Trust Co | 8,962 | $1.10M | 0.05% | +1,135+14.5% | Added |
| US Asset Management LLC | 9,059 | $1.11M | 1.00% | −112−1.2% | Reduced |
| Signaturefd, LLC | 9,055 | $1.11M | 0.02% | −23−0.3% | Reduced |
| Rockland Trust Co | 9,074 | $1.11M | 0.06% | +98+1.1% | Added |
| Hilltop National Bank | 9,120 | $1.12M | 0.38% | +9,120 | New |
| Hills Bank & Trust Co | 9,178 | $1.13M | 0.10% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 9,239 | $1.13M | 0.02% | −747−7.5% | Reduced |
| Greenleaf Trust | 9,261 | $1.14M | 0.01% | +2,677+40.7% | Added |
| Advocate Group LLC | 9,361 | $1.15M | 0.23% | −40−0.4% | Reduced |
| Valmark Advisers, Inc. | 9,420 | $1.16M | 0.02% | −27−0.3% | Reduced |
| Alaska Permanent Fund Corp | 9,459 | $1.16M | 0.02% | −22,764−70.6% | Reduced |
| Confluence Wealth Services, Inc. | 9,487 | $1.17M | 0.10% | +1,400+17.3% | Added |
| Axq Capital, LP | 9,500 | $1.17M | 0.28% | +9,500 | New |
| Monumental Financial Group Inc. | 9,504 | $1.17M | 0.62% | −309−3.1% | Reduced |
| Asset Management Group, Inc. | 9,566 | $1.17M | 0.22% | +69+0.7% | Added |
| Assenagon Asset Management S.A. | 9,666 | $1.19M | 0.00% | −42,793−81.6% | Reduced |
| Merit Financial Group, LLC | 9,898 | $1.19M | 0.03% | +3,756+61.2% | Added |
| Marshall Financial Group LLC | 9,699 | $1.19M | 0.34% | +735+8.2% | Added |
| Vontobel Holding Ltd. | 9,731 | $1.19M | 0.01% | −1,906−16.4% | Reduced |
| Coldstream Capital Management Inc | 9,745 | $1.20M | 0.03% | +143+1.5% | Added |
| Daymark Wealth Partners, LLC | 9,765 | $1.20M | 0.06% | −249−2.5% | Reduced |
| Modern Wealth Management, LLC | 9,771 | $1.20M | 0.11% | +9,771 | New |
| CIBC World Markets Inc. | 9,788 | $1.20M | 0.00% | −453−4.4% | Reduced |
| Jensen Investment Management Inc | 9,830 | $1.21M | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,843 | $1.21M | 0.01% | −243−2.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,863 | $1.21M | 0.01% | −16,060−62.0% | Reduced |
| Ballentine Partners, LLC | 9,872 | $1.21M | 0.02% | +262+2.7% | Added |
| Bangor Savings Bank | 9,903 | $1.22M | 0.12% | +49+0.5% | Added |
| We Are One Seven, LLC | 9,923 | $1.22M | 0.06% | −1,616−14.0% | Reduced |
| Fiduciary Trust Co | 9,996 | $1.23M | 0.02% | −652−6.1% | Reduced |
| Claro Advisors LLC | 10,055 | $1.23M | 0.21% | +270+2.8% | Added |
| Redmond Asset Management, LLC | 10,078 | $1.24M | 0.39% | −382−3.7% | Reduced |
| Wright Investors Service Inc | 10,125 | $1.24M | 0.32% | +34+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,161 | $1.25M | 0.03% | −15−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 10,183 | $1.25M | 0.02% | −150−1.5% | Reduced |
| East Coast Asset Management, LLC. | 10,183 | $1.25M | 0.46% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10,194 | $1.25M | 0.07% | −55−0.5% | Reduced |
| Boomfish Wealth Group, LLC | 10,196 | $1.25M | 0.84% | +625+6.5% | Added |
| HBK Sorce Advisory LLC | 10,250 | $1.26M | 0.04% | +477+4.9% | Added |
| Balentine LLC | 10,284 | $1.26M | 0.04% | −1,008−8.9% | Reduced |
| Ci Investments Inc. | 10,289 | $1.26M | 0.01% | +1,794+21.1% | Added |
| Sound View Wealth Advisors Group, LLC | 10,329 | $1.27M | 0.14% | −232−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 10,333 | $1.27M | 0.03% | −178−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,381 | $1.27M | 0.05% | −12,170−54.0% | Reduced |
| Verdence Capital Advisors LLC | 10,420 | $1.28M | 0.12% | −130−1.2% | Reduced |
| Dearborn Partners LLC | 10,426 | $1.28M | 0.05% | +144+1.4% | Added |
| TCM Advisors, LLC | – | $1.28M | 1.01% | – | – |
| Ashton Thomas Private Wealth, LLC | 10,471 | $1.29M | 0.07% | +569+5.7% | Added |