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 |
|---|---|---|---|---|---|
| American National Bank | 194 | $26.0K | 0.00% | −94−32.6% | Reduced |
| Clear Investment Research, LLC | 197 | $26.4K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 199 | $26.7K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 220 | $29.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 228 | $30.6K | 0.00% | +18+8.6% | Added |
| SJS Investment Consulting Inc. | 229 | $30.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 227 | $31.0K | 0.01% | +227 | New |
| CarsonAllaria Wealth Management, Ltd. | 231 | $31.0K | 0.02% | +2+0.9% | Added |
| Prestige Wealth Management Group LLC | 240 | $32.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 241 | $32.3K | 0.01% | +19+8.6% | Added |
| Plante Moran Financial Advisors, LLC | 250 | $33.5K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 250 | $33.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 250 | $33.5K | 0.01% | +74+42.0% | Added |
| Investors Research Corp | 251 | $33.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 255 | $34.2K | 0.01% | −38−13.0% | Reduced |
| Carolinas Wealth Consulting LLC | 262 | $35.0K | 0.01% | +2+0.8% | Added |
| Evolution Advisers, Inc. | 275 | $36.0K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 270 | $36.2K | 0.00% | +270 | New |
| ORG Partners LLC | 274 | $36.8K | 0.01% | +25+10.0% | Added |
| SRS Capital Advisors, Inc. | 275 | $36.9K | 0.00% | −19−6.5% | Reduced |
| Bogart Wealth, LLC | 276 | $37.0K | 0.00% | +14+5.3% | Added |
| Gilliland Jeter Wealth Management LLC | 284 | $38.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 286 | $38.4K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 324 | $38.4K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 291 | $39.0K | 0.01% | +2+0.7% | Added |
| Bellevue Asset Management, LLC | 298 | $40.0K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 298 | $40.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $40.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 300 | $40.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 308 | $41.3K | 0.02% | +274+805.9% | Added |
| Tidemark, LLC | 311 | $41.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 314 | $42.2K | 0.00% | +183+139.7% | Added |
| M&R Capital Management Inc | 320 | $42.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 322 | $43.2K | 0.01% | +2+0.6% | Added |
| JFS Wealth Advisors, LLC | 325 | $43.6K | 0.00% | +3+0.9% | Added |
| Peoples Financial Services Corp. | 331 | $44.4K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 336 | $45.0K | 0.03% | −2,880−89.6% | Reduced |
| Alpine Bank Wealth Management | 342 | $45.9K | 0.01% | +342 | New |
| Hexagon Capital Partners LLC | 352 | $47.2K | 0.01% | −89−20.2% | Reduced |
| Atlantic Trust, LLC | 353 | $47.4K | 0.01% | +3+0.9% | Added |
| Toth Financial Advisory Corp | 357 | $47.9K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 360 | $48.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 371 | $49.8K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 371 | $49.8K | 0.01% | +47+14.5% | Added |
| Front Row Advisors LLC | 376 | $50.5K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 378 | $50.8K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 388 | $52.1K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 394 | $52.9K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 400 | $53.7K | 0.03% | +3+0.8% | Added |
| Bruce G. Allen Investments, LLC | 403 | $54.1K | 0.04% | −3−0.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 404 | $54.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 420 | $56.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 424 | $56.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 426 | $57.2K | 0.00% | −1,469−77.5% | Reduced |
| Field & Main Bank | 435 | $58.4K | 0.02% | −150−25.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 435 | $58.4K | 0.00% | −500−53.5% | Reduced |
| Tradewinds Capital Management, LLC | 450 | $60.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 466 | $62.5K | 0.02% | −86−15.6% | Reduced |
| Vestor Capital, LLC | 490 | $66.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 497 | $66.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 500 | $67.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 503 | $67.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 520 | $69.8K | 0.02% | −10−1.9% | Reduced |
| West Branch Capital LLC | 542 | $72.7K | 0.03% | −53−8.9% | Reduced |
| BFSG, LLC | 547 | $73.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 550 | $73.8K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 584 | $78.4K | 0.01% | −133−18.5% | Reduced |
| Sandy Spring Bank | 586 | $78.6K | 0.00% | −33−5.3% | Reduced |
| Beacon Capital Management, LLC | 598 | $80.2K | 0.01% | +308+106.2% | Added |
| Loomis Sayles & Co L P | 605 | $81.0K | 0.00% | +49+8.8% | Added |
| Tobam | 614 | $82.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 613 | $82.2K | 0.00% | +117+23.6% | Added |
| DAGCO, Inc. | 615 | $82.5K | 0.03% | +5+0.8% | Added |
| General Partner, Inc. | 618 | $82.9K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 625 | $83.9K | 0.01% | +625 | New |
| Darwin Advisors, LLC | 634 | $85.1K | 0.02% | +634 | New |
| Missouri Trust & Investment Co | 647 | $86.8K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 651 | $87.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 650 | $87.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 652 | $87.5K | 0.01% | −20−3.0% | Reduced |
| Richardson Financial Services Inc. | 745 | $88.3K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 608 | $88.7K | 0.01% | +608 | New |
| Moisand Fitzgerald Tamayo, LLC | 670 | $89.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 675 | $90.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 676 | $90.7K | 0.00% | −2−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 688 | $92.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $94.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 714 | $95.8K | 0.00% | +366+105.2% | Added |
| Hazlett, Burt & Watson, Inc. | 715 | $96.0K | 0.04% | −33−4.4% | Reduced |
| Optimum Investment Advisors | 750 | $100.6K | 0.04% | −700−48.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 800 | $107.4K | 0.02% | +400+100.0% | Added |
| Sound Income Strategies, LLC | 818 | $109.8K | 0.01% | −142−14.8% | Reduced |
| McIlrath & Eck, LLC | 823 | $110.4K | 0.01% | +45+5.8% | Added |
| SOA Wealth Advisors, LLC. | 845 | $113.4K | 0.02% | +6+0.7% | Added |
| Operose Advisors LLC | 870 | $116.7K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 881 | $118.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 887 | $119.1K | 0.05% | +3+0.3% | Added |
| Quent Capital, LLC | 898 | $120.4K | 0.01% | +2+0.2% | Added |
| Boyd Watterson Asset Management LLC | 909 | $122.0K | 0.03% | −32−3.4% | Reduced |