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 |
|---|---|---|---|---|---|
| PGGM Investments | 22,804 | $3.06M | 0.04% | +1,101+5.1% | Added |
| Elevatus Welath Management | 22,901 | $3.07M | 1.00% | −218−0.9% | Reduced |
| Avanda Investment Management Pte. Ltd. | 23,247 | $3.12M | 0.61% | −24,458−51.3% | Reduced |
| Davenport & Co LLC | 23,325 | $3.13M | 0.02% | +12,894+123.6% | Added |
| First National Bank of Omaha | 23,379 | $3.14M | 0.20% | −1,361−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 23,441 | $3.15M | 0.02% | +1,038+4.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,759 | $3.19M | 0.08% | +4,184+21.4% | Added |
| BDF-Gestion | 23,582 | $3.20M | 0.53% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 23,935 | $3.21M | 1.08% | −543−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,970 | $3.22M | 0.03% | −1,507−5.9% | Reduced |
| American Trust | 23,976 | $3.22M | 0.27% | −5,349−18.2% | Reduced |
| Agf Management Ltd | 24,092 | $3.23M | 0.02% | +21,277+755.8% | Added |
| White Pine Investment CO | 24,326 | $3.26M | 0.90% | +5,081+26.4% | Added |
| Spectrum Wealth Counsel, LLC | 24,335 | $3.27M | 0.39% | −130−0.5% | Reduced |
| Borer Denton & Associates, Inc. | 24,481 | $3.29M | 1.12% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 24,629 | $3.30M | 0.21% | −875−3.4% | Reduced |
| Sheets Smith Wealth Management | 24,635 | $3.31M | 0.40% | −25,077−50.4% | Reduced |
| Great Diamond Partners, LLC | 24,798 | $3.33M | 0.85% | −164−0.7% | Reduced |
| Meridian Wealth Management, LLC | 24,973 | $3.35M | 0.16% | +24,973 | New |
| Caldwell Trust Co | 25,022 | $3.36M | 0.35% | −1,206−4.6% | Reduced |
| Inlet Private Wealth, LLC | 25,355 | $3.40M | 0.86% | +17,055+205.5% | Added |
| Courier Capital LLC | 25,362 | $3.40M | 0.23% | −130−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 25,675 | $3.44M | 0.09% | −1,102−4.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 25,783 | $3.46M | 0.13% | −83−0.3% | Reduced |
| Capital Investment Counsel, Inc | 26,033 | $3.49M | 0.50% | −200−0.8% | Reduced |
| Zions Bancorporation, N.A. | 26,285 | $3.53M | 0.26% | +26,262+114,182.6% | Added |
| Dean Investment Associates, LLC | 26,390 | $3.54M | 0.48% | −839−3.1% | Reduced |
| NewEdge Wealth, LLC | 26,560 | $3.56M | 0.06% | +160+0.6% | Added |
| Northwest Investment Counselors, LLC | 26,683 | $3.58M | 0.81% | +274+1.0% | Added |
| Vista Investment Partners LLC | 26,754 | $3.59M | 1.15% | +184+0.7% | Added |
| First Citizens Bank & Trust Co | 27,085 | $3.63M | 0.08% | −398−1.4% | Reduced |
| Squarepoint Ops LLC | 27,143 | $3.64M | 0.01% | −164,439−85.8% | Reduced |
| 1832 Asset Management L.P. | 27,161 | $3.64M | 0.01% | +1,150+4.4% | Added |
| PFG Advisors | 27,177 | $3.65M | 0.23% | −1,638−5.7% | Reduced |
| Omers Administration Corp | 27,223 | $3.65M | 0.03% | −600−2.2% | Reduced |
| First Horizon Advisors, Inc. | 27,272 | $3.66M | 0.10% | +3,585+15.1% | Added |
| Concurrent Investment Advisors, LLC | 27,389 | $3.68M | 0.11% | +2,230+8.9% | Added |
| Rockefeller Capital Management L.P. | 27,394 | $3.68M | 0.01% | −5,463−16.6% | Reduced |
| Oregon Public Employees Retirement Fund | 27,444 | $3.68M | 0.07% | −90−0.3% | Reduced |
| Ieq Capital, LLC | 27,581 | $3.70M | 0.05% | +3,476+14.4% | Added |
| Advisory Services Network, LLC | 31,261 | $3.71M | 0.08% | 00.0% | Unchanged |
| Ceera Investments, LLC | 27,635 | $3.71M | 1.40% | −865−3.0% | Reduced |
| Citadel Advisors LLC | 27,883 | $3.74M | 0.00% | −246,798−89.8% | Reduced |
| Profund Advisors LLC | 28,002 | $3.76M | 0.14% | −3,118−10.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,108 | $3.77M | 0.04% | +2,036+7.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 28,108 | $3.77M | 0.04% | +28,108 | New |
| Financial Advisory Partners, LLC | 28,187 | $3.78M | 1.26% | −546−1.9% | Reduced |
| NBC Securities, Inc. | 28,319 | $3.80M | 0.32% | +17+0.1% | Added |
| Stock Yards Bank & Trust Co | 28,405 | $3.81M | 0.12% | −135−0.5% | Reduced |
| Great Lakes Advisors, LLC | 28,435 | $3.82M | 0.03% | −1,077−3.6% | Reduced |
| Elo Mutual Pension Insurance Co | 28,610 | $3.84M | 0.08% | −1,128−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 29,006 | $3.89M | 0.04% | +6,186+27.1% | Added |
| Rodgers Brothers Inc. | 29,035 | $3.90M | 0.49% | −23,300−44.5% | Reduced |
| Apollon Wealth Management, LLC | 29,234 | $3.92M | 0.11% | +1,564+5.7% | Added |
| Intech Investment Management LLC | 29,239 | $3.92M | 0.04% | −23,584−44.6% | Reduced |
| D.A. Davidson & Co. | 29,691 | $3.98M | 0.03% | −4,339−12.8% | Reduced |
| Cresset Asset Management, LLC | 30,309 | $4.07M | 0.02% | +860+2.9% | Added |
| Thrivent Financial for Lutherans | 30,548 | $4.10M | 0.01% | +285+0.9% | Added |
| Webster Bank, N. A. | 30,663 | $4.11M | 0.44% | −1,753−5.4% | Reduced |
| Rowland & Co Investment Counsel | 30,664 | $4.11M | 0.84% | −573−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 37,218 | $4.18M | 0.33% | −734−1.9% | Reduced |
| Twin Capital Management Inc | 31,311 | $4.20M | 0.47% | −516−1.6% | Reduced |
| Signature Wealth Management Group | 31,688 | $4.25M | 1.71% | +470+1.5% | Added |
| Candriam Luxembourg S.C.A. | 31,834 | $4.27M | 0.02% | +1,938+6.5% | Added |
| Somerset Trust Co | 31,932 | $4.28M | 1.60% | −254−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,547 | $4.33M | 0.04% | −405−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 32,317 | $4.34M | 0.01% | +9,681+42.8% | Added |
| Argyle Capital Management Inc. | 32,625 | $4.38M | 1.74% | −2,930−8.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 32,705 | $4.39M | 0.79% | −506−1.5% | Reduced |
| NEOS Investment Management LLC | 33,002 | $4.43M | 0.13% | +5,652+20.7% | Added |
| Davy Global Fund Management Ltd | 33,186 | $4.45M | 0.46% | +2,080+6.7% | Added |
| YHB Investment Advisors, Inc. | 33,339 | $4.47M | 0.37% | −3,674−9.9% | Reduced |
| Prospera Financial Services Inc | 33,415 | $4.48M | 0.11% | +736+2.3% | Added |
| Forte Capital LLC | 33,737 | $4.53M | 0.51% | −26−0.1% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 33,787 | $4.53M | 2.07% | +222+0.7% | Added |
| Keybank National Association | 34,081 | $4.57M | 0.02% | +1,594+4.9% | Added |
| Arkadios Wealth Advisors | 34,186 | $4.59M | 0.26% | +2,009+6.2% | Added |
| CWM Advisors, LLC | 34,233 | $4.59M | 0.47% | −10,205−23.0% | Reduced |
| Dynamic Advisor Solutions LLC | 34,325 | $4.61M | 0.14% | +752+2.2% | Added |
| Wendell David Associates Inc | 34,348 | $4.61M | 0.44% | −50−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,350 | $4.61M | 0.05% | +799+2.4% | Added |
| DF Dent & Co Inc | 34,378 | $4.61M | 0.06% | +2,235+7.0% | Added |
| Fifth Third Bancorp | 34,616 | $4.65M | 0.02% | +2,188+6.7% | Added |
| William Allan, LLC | 35,010 | $4.70M | 2.92% | −1,995−5.4% | Reduced |
| Howland Capital Management LLC | 35,292 | $4.74M | 0.21% | −14,322−28.9% | Reduced |
| Opus Investment Management Inc | 35,400 | $4.75M | 3.34% | 00.0% | Unchanged |
| Oak Associates, Ltd | 35,715 | $4.79M | 0.32% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 36,165 | $4.85M | 1.09% | −97−0.3% | Reduced |
| Sandhill Capital Partners LLC | 36,346 | $4.88M | 0.35% | +986+2.8% | Added |
| EP Wealth Advisors, LLC | 36,364 | $4.88M | 0.04% | +3,282+9.9% | Added |
| Capital Investment Counsel, LLC | 36,503 | $4.90M | 0.85% | −649−1.7% | Reduced |
| Hilltop Holdings Inc. | 36,847 | $4.94M | 0.32% | +24,528+199.1% | Added |
| Prospector Partners LLC | 36,877 | $4.95M | 0.53% | +182+0.5% | Added |
| Capital Group Private Client Services, Inc. | 36,881 | $4.95M | 0.05% | +852+2.4% | Added |
| GWM Advisors LLC | 36,913 | $4.95M | 0.03% | +156+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 37,050 | $4.97M | 0.05% | +4,910+15.3% | Added |
| Quantinno Capital Management LP | 37,074 | $4.98M | 0.06% | +4,881+15.2% | Added |
| Ridgepath Capital Management LLC | 37,625 | $5.05M | 4.03% | +273+0.7% | Added |
| CIBC Private Wealth Group, LLC | 38,210 | $5.13M | 0.01% | +382+1.0% | Added |
| Kestra Advisory Services, LLC | 38,628 | $5.18M | 0.03% | −10,286−21.0% | Reduced |