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, Q2 2024
Institutional positions in Paychex Inc as of Jun 30, 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
- 1,519
- +2 vs. Q1 2024
- Shares held
- 273.4M
- +4.50M (+1.7%) vs. Q1 2024
- Total value
- $32.4B
- −$586.4M (−1.8%) vs. Q1 2024
- New holders
- 119
- 555 more added
- Sold out
- 117
- 572 more reduced
14 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 881 | $104.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 884 | $104.8K | 0.06% | +3+0.3% | Added |
| Quent Capital, LLC | 896 | $106.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $106.7K | 0.03% | +22+2.5% | Added |
| Mascoma Wealth Management LLC | 910 | $107.9K | 0.03% | +2+0.2% | Added |
| Cromwell Holdings LLC | 933 | $110.6K | 0.07% | +933 | New |
| VisionPoint Advisory Group, LLC | 934 | $110.7K | 0.04% | +195+26.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 935 | $110.9K | 0.01% | +600+179.1% | Added |
| Boyd Watterson Asset Management LLC | 941 | $111.6K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 957 | $113.5K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 960 | $113.8K | 0.01% | +84+9.6% | Added |
| Delta Asset Management LLC | 968 | $114.8K | 0.01% | −55−5.4% | Reduced |
| Alta Advisers Ltd | 1,000 | $118.6K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $118.6K | 0.08% | 00.0% | Unchanged |
| Union Savings Bank | 1,001 | $118.7K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,002 | $118.8K | 0.01% | +103+11.5% | Added |
| Morton Brown Family Wealth, LLC | 985 | $122.4K | 0.05% | −15−1.5% | Reduced |
| Jones Financial Companies LLLP | 1,058 | $125.4K | 0.00% | +938+781.7% | Added |
| NVWM, LLC | 1,085 | $128.6K | 0.03% | +85+8.5% | Added |
| Blue Chip Partners, Inc. | 1,089 | $129.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,120 | $132.8K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,121 | $132.9K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 51,055 | $135.0K | 0.02% | +51,055 | New |
| Deseret Mutual Benefit Administrators | 1,176 | $139.4K | 0.06% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,200 | $142.3K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,209 | $143.3K | 0.10% | +1,209 | New |
| Rosenberg Matthew Hamilton | 1,234 | $144.4K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,240 | $147.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,252 | $148.4K | 0.03% | +480+62.2% | Added |
| Blume Capital Management, Inc. | 1,265 | $150.0K | 0.04% | −50−3.8% | Reduced |
| Old Second National Bank of Aurora | 1,281 | $151.9K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1,313 | $155.7K | 0.08% | −3−0.2% | Reduced |
| Hollencrest Capital Management | 1,313 | $155.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,314 | $155.8K | 0.03% | +41+3.2% | Added |
| GoalVest Advisory LLC | 1,348 | $159.8K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,396 | $166.0K | 0.07% | −286−17.0% | Reduced |
| Creative Financial Designs Inc | 1,403 | $166.4K | 0.01% | +1+0.1% | Added |
| Duncker Streett & Co Inc | 1,421 | $168.4K | 0.03% | +6+0.4% | Added |
| Capital Advisors, Ltd. LLC | 1,429 | $169.0K | 0.02% | +13+0.9% | Added |
| Smithfield Trust Co | 1,450 | $171.0K | 0.01% | −20−1.4% | Reduced |
| O'Brien Wealth Partners LLC | 1,450 | $171.9K | 0.04% | −5−0.3% | Reduced |
| Optimum Investment Advisors | 1,450 | $171.9K | 0.08% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,470 | $174.3K | 0.04% | +1,470 | New |
| TFC Financial Management | 1,483 | $175.8K | 0.03% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,497 | $177.5K | 0.21% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,522 | $180.4K | 0.02% | −120−7.3% | Reduced |
| Penserra Capital Management LLC | 1,523 | $181.0K | 0.00% | +6+0.4% | Added |
| Indiana Trust & Investment Management CO | 1,570 | $186.1K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,593 | $188.9K | 0.00% | −31−1.9% | Reduced |
| Bank of New Hampshire | 1,630 | $193.3K | 0.05% | −32−1.9% | Reduced |
| Dogwood Wealth Management LLC | 1,635 | $193.9K | 0.12% | +1,635 | Added |
| Proequities, Inc. | 1,662 | $197.0K | 0.01% | −23−1.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,682 | $199.4K | 0.04% | −145−7.9% | Reduced |
| Permanent Capital Management, LP | 1,376 | $200.2K | 0.04% | +1,376 | New |
| Intrust Bank NA | 1,689 | $200.2K | 0.02% | −602−26.3% | Reduced |
| Zhang Financial LLC | 1,690 | $200.4K | 0.01% | −983−36.8% | Reduced |
| Twinbeech Capital LP | 1,695 | $201.0K | 0.00% | −51,267−96.8% | Reduced |
| King Wealth | 1,692 | $201.0K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,696 | $201.1K | 0.15% | −54−3.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,700 | $201.6K | 0.02% | 00.0% | Unchanged |
| Unionview, LLC | 1,707 | $202.4K | 0.17% | −9−0.5% | Reduced |
| Tradition Wealth Management, LLC | 1,711 | $202.9K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,728 | $204.9K | 0.05% | −47−2.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,738 | $206.2K | 0.02% | −55−3.1% | Reduced |
| Wealth Group, Ltd. | 1,746 | $207.0K | 0.15% | +6+0.3% | Added |
| Richwood Investment Advisors, LLC | 1,747 | $207.1K | 0.18% | +1,747 | New |
| LMCG Investments, LLC | 1,750 | $207.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,768 | $209.6K | 0.02% | −19−1.1% | Reduced |
| S&CO Inc | 1,775 | $210.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,775 | $210.4K | 0.03% | −1−0.1% | Reduced |
| Maven Securities LTD | 1,780 | $211.0K | 0.03% | +1,780 | New |
| OmniStar Financial Group, Inc. | 1,781 | $211.1K | 0.19% | −3,613−67.0% | Reduced |
| Oakworth Capital, Inc. | 1,783 | $211.4K | 0.02% | −80−4.3% | Reduced |
| Nikulski Financial, Inc. | 1,795 | $212.8K | 0.07% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,800 | $213.4K | 0.01% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,800 | $213.4K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 1,800 | $213.4K | 0.00% | +1,800 | New |
| Systematic Portfolios LLC | 1,823 | $216.1K | 1.50% | +1,823 | New |
| Syon Capital LLC | 1,826 | $216.5K | 0.02% | +85+4.9% | Added |
| KC Investment Advisors, LLC | 1,827 | $216.6K | 0.11% | +2+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,832 | $217.2K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,764 | $217.4K | 0.03% | +1,764 | New |
| Mitchell Sinkler & Starr | 1,750 | $217.4K | 0.06% | +1,750 | New |
| LGT Financial Advisors LLC | 1,852 | $219.6K | 0.46% | −219−10.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,858 | $220.3K | 0.03% | −55−2.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,868 | $221.5K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,879 | $222.0K | 0.03% | +5+0.3% | Added |
| Schwartz Investment Counsel Inc | 1,879 | $222.8K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,883 | $223.2K | 0.02% | −171−8.3% | Reduced |
| AA Financial Advisors, LLC | 1,891 | $224.2K | 0.08% | +1,891 | New |
| TCTC Holdings, LLC | 1,895 | $224.7K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,895 | $224.7K | 0.02% | −58−3.0% | Reduced |
| Brady Family Wealth, LLC | 1,896 | $224.8K | 0.07% | −172−8.3% | Reduced |
| TradeLink Capital LLC | 1,900 | $225.0K | 0.65% | +1,900 | New |
| Perennial Investment Advisors, LLC | 1,899 | $225.1K | 0.03% | +3+0.2% | Added |
| Wilkins Investment Counsel Inc | 1,911 | $226.6K | 0.03% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,919 | $227.5K | 0.01% | −302−13.6% | Reduced |
| Garda Capital Partners LP | 1,919 | $227.5K | 0.12% | +1,919 | New |
| Charter Trust Co | 1,924 | $228.1K | 0.02% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 1,925 | $228.2K | 0.07% | −137−6.6% | Reduced |