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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 3,919 | $464.6K | 0.18% | −25−0.6% | Reduced |
| Clean Yield Group | 3,934 | $466.4K | 0.17% | +51+1.3% | Added |
| Tocqueville Asset Management L.P. | 3,938 | $466.9K | 0.01% | −366−8.5% | Reduced |
| NorthRock Partners, LLC | 3,942 | $467.4K | 0.02% | +471+13.6% | Added |
| Pitti Group Wealth Management, LLC | 3,928 | $467.9K | 0.51% | −6−0.2% | Reduced |
| Drake & Associates, LLC | 3,947 | $468.0K | 0.17% | +3,947 | New |
| Gitterman Wealth Management, LLC | 3,944 | $468.0K | 0.18% | +3,944 | New |
| ICICI Prudential Asset Management Co Ltd | 3,954 | $468.8K | 0.06% | +358+10.0% | Added |
| Proficio Capital Partners LLC | 3,989 | $472.9K | 0.05% | −695−14.8% | Reduced |
| Bridgewater Associates, LP | 3,991 | $473.2K | 0.00% | +3,991 | New |
| Beck Mack & Oliver LLC | 4,000 | $474.2K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $474.2K | 0.20% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,024 | $477.1K | 0.04% | −1,231−23.4% | Reduced |
| Bridges Investment Management Inc | 4,059 | $481.2K | 0.01% | +499+14.0% | Added |
| TFG Advisers LLC | 4,067 | $482.1K | 0.19% | −30−0.7% | Reduced |
| GeoWealth Management, LLC | 4,096 | $485.6K | 0.02% | +238+6.2% | Added |
| West Paces Advisors Inc. | 4,098 | $485.8K | 0.13% | −41−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 4,104 | $486.6K | 0.01% | −100−2.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,109 | $487.0K | 0.03% | −334−7.5% | Reduced |
| Empower Advisory Group, LLC | 4,117 | $488.1K | 0.00% | +404+10.9% | Added |
| Burke & Herbert Bank & Trust Co | 4,120 | $488.5K | 0.12% | 00.0% | Unchanged |
| Mendel Money Management | 4,121 | $488.6K | 0.23% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 4,130 | $489.7K | 0.06% | −197−4.6% | Reduced |
| Washington Trust Bank | 4,151 | $492.1K | 0.05% | −89−2.1% | Reduced |
| Vinva Investment Management Ltd | 4,180 | $492.6K | 0.03% | +212+5.3% | Added |
| Johnson Investment Counsel Inc | 4,156 | $492.8K | 0.01% | −61−1.4% | Reduced |
| Apeiron RIA LLC | 4,169 | $494.3K | 0.15% | +374+9.9% | Added |
| JBR Co Financial Management Inc | 4,199 | $497.8K | 0.35% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,208 | $498.9K | 0.04% | −25−0.6% | Reduced |
| Court Place Advisors, LLC | 4,209 | $499.0K | 0.16% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 4,252 | $504.0K | 0.16% | +100+2.4% | Added |
| Trust Co of Virginia | 4,266 | $505.8K | 0.05% | −5−0.1% | Reduced |
| Graypoint LLC | 4,267 | $505.9K | 0.03% | +534+14.3% | Added |
| Arlington Trust Co LLC | 4,269 | $506.1K | 0.12% | +1,419+49.8% | Added |
| Independence Bank of Kentucky | 4,275 | $506.8K | 0.13% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,280 | $507.4K | 0.09% | +75+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 4,299 | $509.7K | 0.01% | −1,259−22.7% | Reduced |
| Jackson Wealth Management, LLC | 4,310 | $511.0K | 0.11% | −3,897−47.5% | Reduced |
| First Financial Bank - Trust Division | 4,340 | $514.5K | 0.05% | −2,136−33.0% | Reduced |
| Montag A & Associates Inc | 4,375 | $518.7K | 0.03% | −75−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 4,453 | $521.2K | 0.00% | −465−9.5% | Reduced |
| Pinnacle Bancorp, Inc. | 4,423 | $524.4K | 0.15% | 00.0% | Unchanged |
| HM Payson & Co | 4,423 | $524.4K | 0.01% | +256+6.1% | Added |
| Spinnaker Trust | 4,456 | $528.3K | 0.03% | −17−0.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,458 | $528.5K | 0.18% | −709−13.7% | Reduced |
| First National Corp | 4,467 | $529.6K | 0.13% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,497 | $533.2K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 4,522 | $536.1K | 0.01% | +220+5.1% | Added |
| KRS Capital Management, LLC | 4,554 | $539.9K | 0.40% | −40−0.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 4,560 | $540.6K | 0.20% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,587 | $543.8K | 0.18% | +4,587 | New |
| Spirepoint Private Client, LLC | 4,592 | $544.4K | 0.08% | −121−2.6% | Reduced |
| Greatmark Investment Partners, Inc. | 4,595 | $544.8K | 0.08% | +450+10.9% | Added |
| Werlinich Asset Management, LLC | 4,625 | $545.0K | 0.34% | 00.0% | Unchanged |
| Trust Co of the South | 4,601 | $545.5K | 0.13% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,605 | $546.0K | 0.03% | +512+12.5% | Added |
| Banco Santander, S.A. | 4,607 | $546.2K | 0.01% | +4,607 | New |
| Clifford Group, LLC | 4,620 | $547.8K | 0.44% | −27−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,711 | $558.5K | 0.07% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 4,712 | $558.7K | 0.03% | −60−1.3% | Reduced |
| First PREMIER Bank | 4,737 | $561.0K | 0.15% | −255−5.1% | Reduced |
| Trustmark National Bank Trust Department | 4,740 | $562.0K | 0.05% | −150−3.1% | Reduced |
| Lindbrook Capital, LLC | 4,790 | $567.9K | 0.05% | −613−11.3% | Reduced |
| Private Trust Co NA | 4,790 | $567.9K | 0.06% | +290+6.4% | Added |
| Fiduciary Group LLC | 4,791 | $568.0K | 0.06% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 4,800 | $569.1K | 0.18% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,805 | $569.7K | 0.04% | +4,805 | New |
| Wimmer Associates 1, LLC | 4,814 | $570.7K | 0.29% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,882 | $578.8K | 0.12% | +4,882 | New |
| Sunbelt Securities, Inc. | 4,920 | $583.3K | 0.06% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 4,936 | $585.2K | 0.06% | +951+23.9% | Added |
| NTV Asset Management LLC | 4,950 | $586.9K | 0.08% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 4,951 | $587.0K | 0.07% | +5+0.1% | Added |
| Range Financial Group LLC | 4,967 | $588.9K | 0.30% | −233−4.5% | Reduced |
| STAR Financial Bank | 4,972 | $589.5K | 0.45% | −1,215−19.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,980 | $590.4K | 0.03% | −39−0.8% | Reduced |
| Kolinsky Wealth Management, LLC | 4,986 | $591.1K | 0.42% | +110+2.3% | Added |
| Nomura Holdings Inc | 5,005 | $593.4K | 0.00% | +2,231+80.4% | Added |
| Compass Ion Advisors, LLC | 4,851 | $595.7K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,044 | $598.0K | 0.04% | +1,787+54.9% | Added |
| TrinityPoint Wealth, LLC | 5,054 | $599.3K | 0.09% | +302+6.4% | Added |
| Impact Partnership Wealth, LLC | 5,075 | $601.7K | 0.16% | +5,075 | New |
| Jmac Enterprises LLC | 5,100 | $604.7K | 0.11% | −100−1.9% | Reduced |
| Buck Wealth Strategies, LLC | 5,109 | $605.7K | 0.18% | −51,483−91.0% | Reduced |
| New Century Financial Group, LLC | 5,116 | $606.6K | 0.26% | +3,137+158.5% | Added |
| Live Oak Investment Partners | – | $608.2K | 0.50% | – | New |
| Family Firm, Inc. | 5,131 | $608.4K | 0.14% | +9+0.2% | Added |
| Brighton Jones LLC | 5,132 | $608.4K | 0.02% | +485+10.4% | Added |
| Seelaus Asset Management LLC | 5,142 | $609.6K | 0.62% | −100−1.9% | Reduced |
| High Falls Advisors, Inc | 5,172 | $613.2K | 0.15% | −724−12.3% | Reduced |
| Rise Advisors, LLC | 5,182 | $614.4K | 0.33% | +159+3.2% | Added |
| Legacy Financial Advisors, Inc. | 5,207 | $617.4K | 0.11% | +47+0.9% | Added |
| Ramirez Asset Management, Inc. | 5,212 | $617.9K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,229 | $620.0K | 0.03% | +5,229 | New |
| TownSquare Capital, LLC | 5,231 | $620.1K | 0.01% | +1,180+29.1% | Added |
| Fifth Third Wealth Advisors LLC | 5,248 | $622.2K | 0.05% | +3,340+175.1% | Added |
| Harbour Investments, Inc. | 5,254 | $623.0K | 0.02% | −1,541−22.7% | Reduced |
| Gallacher Capital Management LLC | 5,258 | $623.4K | 0.33% | +1,282+32.2% | Added |
| AlphaCore Capital LLC | 5,294 | $627.6K | 0.15% | −1,402−20.9% | Reduced |
| FORA Capital, LLC | 5,325 | $631.3K | 0.08% | −34,514−86.6% | Reduced |