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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 2,375 | $281.6K | 0.14% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,383 | $282.5K | 0.02% | +44+1.9% | Added |
| Seneca Financial Advisors LLC | 2,425 | $287.6K | 0.15% | −3,195−56.9% | Reduced |
| Sterling Investment Counsel, LLC | 2,430 | $288.1K | 0.11% | 00.0% | Unchanged |
| SP Asset Management LLC | 2,435 | $288.7K | 0.03% | +2,435 | New |
| Optas, LLC | 2,441 | $289.4K | 0.07% | +134+5.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,448 | $290.2K | 0.15% | +20+0.8% | Added |
| Fruth Investment Management | 2,456 | $291.0K | 0.08% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,488 | $291.1K | 0.10% | 00.0% | Unchanged |
| Berkshire Bank | 2,457 | $291.3K | 0.07% | +362+17.3% | Added |
| Consolidated Planning Corp | 2,458 | $291.4K | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 2,458 | $291.4K | 0.00% | +2,458 | New |
| Optivise Advisory Services LLC | 2,468 | $292.6K | 0.16% | +2,468 | New |
| Financial Management Professionals, Inc. | 2,473 | $293.0K | 0.04% | +258+11.6% | Added |
| Oarsman Capital, Inc. | 2,473 | $293.2K | 0.06% | −100−3.9% | Reduced |
| Advisor OS, LLC | 2,490 | $295.2K | 0.03% | −171−6.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,497 | $296.0K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,508 | $297.3K | 0.02% | +136+5.7% | Added |
| Wesbanco Bank Inc | 2,512 | $297.8K | 0.01% | +27+1.1% | Added |
| Fielder Capital Group LLC | 2,520 | $298.7K | 0.11% | −90−3.4% | Reduced |
| Sargent Investment Group, LLC | 2,520 | $298.8K | 0.06% | +15+0.6% | Added |
| SeaCrest Wealth Management, LLC | 2,527 | $299.7K | 0.03% | −27−1.1% | Reduced |
| Country Club Bank | 2,550 | $300.5K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,545 | $301.7K | 0.04% | −1,300−33.8% | Reduced |
| Belpointe Asset Management LLC | 2,556 | $303.1K | 0.02% | −141−5.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,563 | $303.8K | 0.25% | +10.0% | Added |
| Strategy Asset Managers LLC | 2,744 | $307.0K | 0.07% | −93−3.3% | Reduced |
| Geneos Wealth Management Inc. | 2,599 | $308.1K | 0.01% | +56+2.2% | Added |
| AMG National Trust Bank | 2,599 | $308.1K | 0.01% | +2,599 | New |
| First Affirmative Financial Network | 2,610 | $309.4K | 0.21% | +585+28.9% | Added |
| True Vision MN LLC | 2,616 | $310.2K | 0.20% | +2,616 | New |
| EverSource Wealth Advisors, LLC | 2,433 | $311.6K | 0.02% | −770−24.0% | Reduced |
| D'Orazio & Associates, Inc. | 2,633 | $312.2K | 0.05% | +277+11.8% | Added |
| Headlands Technologies LLC | 2,642 | $313.2K | 0.03% | +2,642 | New |
| RB Capital Management, LLC | 2,651 | $314.3K | 0.08% | −149−5.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,651 | $314.3K | 0.02% | −77−2.8% | Reduced |
| Outlook Wealth Advisors, LLC | 2,651 | $314.4K | 0.15% | +403+17.9% | Added |
| Douglas Lane & Associates, LLC | 2,653 | $314.5K | 0.00% | −324−10.9% | Reduced |
| First Manhattan Co | 2,674 | $317.0K | 0.00% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 2,677 | $317.4K | 0.05% | +478+21.7% | Added |
| Roberts Glore & Co Inc | 2,687 | $318.6K | 0.10% | +57+2.2% | Added |
| One Charles Private Wealth Services, LLC | 2,700 | $320.1K | 0.13% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 2,700 | $320.1K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,428 | $320.3K | 0.00% | −1,981−44.9% | Reduced |
| Patton Albertson Miller Group, LLC | 2,702 | $320.3K | 0.05% | +65+2.5% | Added |
| Fulton Bank, N.A. | 2,705 | $320.7K | 0.01% | −2,834−51.2% | Reduced |
| Central Trust Co | 2,732 | $323.9K | 0.01% | −150−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,732 | $324.0K | 0.01% | +988+56.7% | Added |
| Advisors Capital Management, LLC | 2,742 | $325.0K | 0.01% | +313+12.9% | Added |
| D.B. Root & Company, LLC | 2,757 | $326.9K | 0.11% | +31+1.1% | Added |
| Ashton Thomas Securities, LLC | 2,794 | $326.9K | 0.08% | +2,794 | New |
| Mather Group, LLC. | 2,664 | $327.2K | 0.00% | −30−1.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,638 | $328.1K | 0.22% | +99+3.9% | Added |
| CRA Financial Services, LLC | 2,770 | $328.4K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,785 | $330.2K | 0.19% | +19+0.7% | Added |
| Chicago Trust Co NA | 2,814 | $333.6K | 0.07% | +365+14.9% | Added |
| Agf Management Ltd | 2,815 | $333.7K | 0.00% | −4,282−60.3% | Reduced |
| Park Place Capital Corp | 2,817 | $334.0K | 0.11% | −4,570−61.9% | Reduced |
| First Heartland Consultants, Inc. | 2,820 | $334.0K | 0.03% | +14+0.5% | Added |
| Mountain Pacific Investment Advisers Inc | 2,826 | $335.1K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,835 | $336.1K | 0.00% | +161+6.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,837 | $336.3K | 0.08% | −32−1.1% | Reduced |
| MTM Investment Management, LLC | 2,838 | $336.5K | 0.14% | +39+1.4% | Added |
| Fiduciary Financial Group, LLC | 2,711 | $336.9K | 0.08% | +2,711 | New |
| Lake Street Advisors Group, LLC | 2,850 | $337.8K | 0.02% | +36+1.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,857 | $338.7K | 0.20% | +10.0% | Added |
| Cornerstone Wealth Management, LLC | 2,863 | $339.4K | 0.03% | +2+0.1% | Added |
| CX Institutional | 2,863 | $339.4K | 0.02% | −61−2.1% | Reduced |
| Advisors Preferred, LLC | 2,906 | $340.0K | 0.06% | +2,906 | New |
| Heritage Wealth Advisors | 2,876 | $341.0K | 0.02% | −245−7.9% | Reduced |
| Successful Portfolios LLC | 2,879 | $341.4K | 0.24% | −390−11.9% | Reduced |
| Fundamentun, LLC | 2,882 | $341.7K | 0.03% | +961+50.0% | Added |
| Forbes J M & Co LLP | 2,884 | $341.9K | 0.04% | +158+5.8% | Added |
| Pure Financial Advisors, Inc. | 2,892 | $342.9K | 0.01% | +2+0.1% | Added |
| Symmetry Partners, LLC | 2,896 | $343.0K | 0.02% | +168+6.2% | Added |
| Sigma Investment Counselors Inc | 2,894 | $343.1K | 0.02% | −97−3.2% | Reduced |
| Geller Advisors LLC | 2,923 | $346.6K | 0.03% | +135+4.8% | Added |
| Ronald Blue Trust, Inc. | 2,825 | $346.9K | 0.00% | +1,758+164.8% | Added |
| Skopos Labs, Inc. | 2,872 | $349.3K | 0.15% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 2,950 | $349.8K | 0.09% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,951 | $349.8K | 0.01% | +263+9.8% | Added |
| Beacon Financial Strategies CORP | 2,958 | $350.7K | 0.25% | 00.0% | Unchanged |
| Holderness Investments Co | 2,981 | $353.4K | 0.08% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,002 | $355.9K | 0.01% | −188−5.9% | Reduced |
| Close Asset Management Ltd | 3,000 | $356.0K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,007 | $356.5K | 0.10% | +1,021+51.4% | Added |
| Mairs & Power Inc | 3,015 | $357.5K | 0.00% | −245−7.5% | Reduced |
| M. Kraus & Co | 3,023 | $358.4K | 0.11% | −142−4.5% | Reduced |
| Northcape Wealth Management, LLC | 3,028 | $359.0K | 0.13% | −159−5.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,029 | $359.1K | 0.02% | +35+1.2% | Added |
| Gunn & Co Investment Management, Inc. | 3,029 | $359.1K | 0.02% | +1,174+63.3% | Added |
| Alpha Omega Wealth Management LLC | 3,047 | $361.3K | 0.07% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,050 | $361.6K | 0.05% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 3,051 | $361.8K | 0.16% | −136−4.3% | Reduced |
| Gen-Wealth Partners Inc | 3,058 | $362.5K | 0.18% | +617+25.3% | Added |
| Delta Investment Management, LLC | 3,059 | $362.7K | 0.08% | +5+0.2% | Added |
| Longfellow Investment Management Co LLC | 3,072 | $364.2K | 0.09% | +21+0.7% | Added |
| Level Four Advisory Services, LLC | 3,073 | $364.4K | 0.02% | −768−20.0% | Reduced |
| Perissos Private Wealth Management, LLC | 3,091 | $366.4K | 0.33% | +18+0.6% | Added |
| Biltmore Family Office, LLC | 3,093 | $366.7K | 0.07% | +136+4.6% | Added |