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, Q3 2024
Institutional positions in Paychex Inc as of Sep 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
- 1,546
- +46 vs. Q2 2024
- Shares held
- 277.2M
- +32.3M (+13.2%) vs. Q2 2024
- Total value
- $37.1B
- +$8.08B (+27.8%) vs. Q2 2024
- New holders
- 139
- 556 more added
- Sold out
- 93
- 574 more reduced
19 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Asset Management LLC | 8,750 | $1.28M | 1.13% | −19−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 9,569 | $1.28M | 0.02% | +1,666+21.1% | Added |
| Bullock Wealth Management Group | 9,163 | $1.29M | 0.78% | +406+4.6% | Added |
| South Dakota Investment Council | 9,617 | $1.29M | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 9,664 | $1.30M | 0.12% | −46−0.5% | Reduced |
| Pensionfund Sabic | 9,750 | $1.31M | 0.41% | −1,900−16.3% | Reduced |
| Assetmark, Inc | 9,761 | $1.31M | 0.00% | +5,872+151.0% | Added |
| Confluence Wealth Services, Inc. | 9,765 | $1.31M | 0.10% | −1,993−17.0% | Reduced |
| Bradley Foster & Sargent Inc | 9,770 | $1.31M | 0.02% | −300−3.0% | Reduced |
| CAPROCK Group, Inc. | 9,785 | $1.31M | 0.05% | −1,229−11.2% | Reduced |
| Merit Financial Group, LLC | 9,794 | $1.31M | 0.03% | −6,153−38.6% | Reduced |
| Jensen Investment Management Inc | 9,830 | $1.32M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,853 | $1.32M | 0.01% | +784+8.6% | Added |
| Brown Brothers Harriman & Co | 9,881 | $1.33M | 0.01% | +86+0.9% | Added |
| EPG Wealth Management LLC | 9,910 | $1.33M | 0.34% | +9,910 | Added |
| Marshall Financial Group LLC | 9,922 | $1.33M | 0.32% | +46+0.5% | Added |
| Ossiam | 9,950 | $1.34M | 0.03% | +666+7.2% | Added |
| Claro Advisors LLC | 9,962 | $1.34M | 0.17% | +55+0.6% | Added |
| Sterling Capital Management LLC | 9,988 | $1.34M | 0.02% | +9,988 | New |
| IHT Wealth Management, LLC | 10,057 | $1.36M | 0.04% | +997+11.0% | Added |
| Pinnacle Financial Partners Inc | 10,155 | $1.36M | 0.03% | +55+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,158 | $1.36M | 0.03% | −37−0.4% | Reduced |
| Capital Investment Advisors, LLC | 10,218 | $1.37M | 0.03% | +1,602+18.6% | Added |
| Farther Finance Advisors, LLC | 10,227 | $1.37M | 0.05% | −26−0.3% | Reduced |
| Huntington National Bank | 10,249 | $1.38M | 0.01% | −1,069−9.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,283 | $1.38M | 0.02% | +639+6.6% | Added |
| Sound View Wealth Advisors Group, LLC | 10,297 | $1.38M | 0.11% | +227+2.3% | Added |
| Coldstream Capital Management Inc | 10,243 | $1.38M | 0.03% | +720+7.6% | Added |
| Walleye Capital LLC | 10,374 | $1.39M | 0.01% | −1,786−14.7% | Reduced |
| Boomfish Wealth Group, LLC | 10,500 | $1.41M | 0.86% | +45+0.4% | Added |
| Empower Advisory Group, LLC | 10,555 | $1.42M | 0.00% | +6,438+156.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,564 | $1.42M | 0.05% | −548−4.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,566 | $1.42M | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,818 | $1.45M | 0.06% | −7,420−40.7% | Reduced |
| Commerzbank Aktiengesellschaft | 10,815 | $1.45M | 0.04% | +3,453+46.9% | Added |
| Dearborn Partners LLC | 10,884 | $1.46M | 0.06% | +514+5.0% | Added |
| Kesler, Norman & Wride, LLC | 10,943 | $1.47M | 0.29% | −1,826−14.3% | Reduced |
| Ballentine Partners, LLC | 10,960 | $1.47M | 0.03% | +780+7.7% | Added |
| Uhlmann Price Securities, LLC | 10,987 | $1.47M | 1.17% | +10,987 | New |
| Greenfield Savings Bank | 11,008 | $1.48M | 0.70% | −20.0% | Reduced |
| Empirical Finance, LLC | 11,082 | $1.49M | 0.09% | +240+2.2% | Added |
| First City Capital Management, Inc. | 11,087 | $1.49M | 0.77% | −50−0.4% | Reduced |
| We Are One Seven, LLC | 11,189 | $1.50M | 0.06% | −606−5.1% | Reduced |
| Thomas Story & Son LLC | 11,195 | $1.50M | 0.61% | −1,850−14.2% | Reduced |
| Modern Wealth Management, LLC | 11,260 | $1.51M | 0.09% | −63−0.6% | Reduced |
| Ci Investments Inc. | 11,313 | $1.52M | 0.01% | +920+8.9% | Added |
| Vontobel Holding Ltd. | 11,319 | $1.52M | 0.00% | +154+1.4% | Added |
| Hartford Financial Management Inc. | 11,406 | $1.53M | 0.31% | +40.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,434 | $1.53M | 0.04% | −250−2.1% | Reduced |
| Groupama Asset Managment | 14,252 | $1.54M | 0.04% | +64+0.5% | Added |
| Axxcess Wealth Management, LLC | 11,509 | $1.54M | 0.04% | −1,786−13.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,520 | $1.55M | 0.15% | −107−0.9% | Reduced |
| Allianz SE | 11,527 | $1.55M | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,627 | $1.56M | 0.15% | −7,733−39.9% | Reduced |
| Change Path, LLC | 11,656 | $1.56M | 0.05% | +5,222+81.2% | Added |
| Aspiriant, LLC | 11,679 | $1.57M | 0.06% | −201−1.7% | Reduced |
| Exchange Traded Concepts, LLC | 11,682 | $1.57M | 0.04% | −249−2.1% | Reduced |
| King Luther Capital Management Corp | 11,694 | $1.57M | 0.01% | −349−2.9% | Reduced |
| Icon Wealth Advisors, LLC | 11,699 | $1.57M | 0.13% | −14−0.1% | Reduced |
| Commonwealth Retirement Investments LLC | 11,811 | $1.58M | 0.66% | +173+1.5% | Added |
| CWA Asset Management Group, LLC | 11,952 | $1.60M | 0.09% | +11,952 | New |
| IVC Wealth Advisors LLC | 12,048 | $1.62M | 0.88% | −1,879−13.5% | Reduced |
| Exeter Financial, LLC | 12,178 | $1.63M | 0.72% | −24−0.2% | Reduced |
| Wetherby Asset Management Inc | 12,217 | $1.64M | 0.07% | −258−2.1% | Reduced |
| Sigma Planning Corp | 12,272 | $1.65M | 0.05% | +372+3.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,852 | $1.66M | 0.63% | 00.0% | Unchanged |
| Covenant Partners, LLC | 12,376 | $1.66M | 0.48% | +433+3.6% | Added |
| LMG Wealth Partners, LLC | 12,458 | $1.67M | 0.38% | +517+4.3% | Added |
| Inceptionr LLC | 12,487 | $1.68M | 0.41% | +12,487 | New |
| Tompkins Financial Corp | 12,533 | $1.68M | 0.16% | −214−1.7% | Reduced |
| Johnson Financial Group, Inc. | 12,583 | $1.69M | 0.08% | −252−2.0% | Reduced |
| Verdence Capital Advisors LLC | 12,637 | $1.70M | 0.14% | +4,617+57.6% | Added |
| Wedbush Securities Inc | 12,745 | $1.71M | 0.06% | +76+0.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 14,571 | $1.73M | 0.65% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,876 | $1.73M | 0.10% | +12,876 | New |
| Principal Securities, Inc. | 12,879 | $1.73M | 0.04% | +534+4.3% | Added |
| Atwood & Palmer Inc | 12,891 | $1.73M | 0.12% | +40.0% | Added |
| Dakota Wealth Management | 12,912 | $1.73M | 0.04% | −5,542−30.0% | Reduced |
| CoreCap Advisors, LLC | 12,965 | $1.74M | 0.08% | +12,965 | New |
| Access Financial Services, Inc. | 12,980 | $1.74M | 0.80% | −53−0.4% | Reduced |
| Cumberland Partners Ltd | 13,000 | $1.74M | 0.12% | +5,000+62.5% | Added |
| WBI Investments | 13,075 | $1.75M | 0.42% | +760+6.2% | Added |
| BLB&B Advisors, LLC | 13,082 | $1.76M | 0.09% | −700−5.1% | Reduced |
| Matrix Trust Co | 13,090 | $1.76M | 0.33% | −357−2.7% | Reduced |
| Redmond Asset Management, LLC | 13,130 | $1.76M | 0.55% | +2,628+25.0% | Added |
| Portfolio Design Labs, LLC | 13,143 | $1.76M | 0.49% | +13,143 | New |
| GHP Investment Advisors, Inc. | 13,182 | $1.77M | 0.08% | +626+5.0% | Added |
| E. Ohman J:or Asset Management AB | 13,200 | $1.77M | 0.04% | −800−5.7% | Reduced |
| Cornerstone Advisors, LLC | 13,200 | $1.77M | 0.07% | +2,000+17.9% | Added |
| Assenagon Asset Management S.A. | 13,210 | $1.77M | 0.00% | +3,544+36.7% | Added |
| Integrated Wealth Concepts LLC | 13,427 | $1.80M | 0.02% | +703+5.5% | Added |
| Financial Advocates Investment Management | 13,448 | $1.80M | 0.10% | +1,119+9.1% | Added |
| Anchor Investment Management, LLC | 13,494 | $1.81M | 0.17% | +461+3.5% | Added |
| Public Sector Pension Investment Board | 13,516 | $1.81M | 0.01% | +1,700+14.4% | Added |
| Global Retirement Partners, LLC | 13,717 | $1.84M | 0.06% | −960−6.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,782 | $1.85M | 0.09% | −14−0.1% | Reduced |
| Lee Financial Co | 13,895 | $1.86M | 0.26% | +1,163+9.1% | Added |
| Wealthspire Advisors, LLC | 13,913 | $1.87M | 0.02% | +249+1.8% | Added |
| Washington Trust Co | 13,933 | $1.87M | 0.07% | −759−5.2% | Reduced |
| Midwest Professional Planners, LTD. | 13,955 | $1.87M | 0.57% | +479+3.6% | Added |