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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 911 | $122.3K | 0.03% | +1+0.1% | Added |
| Cromwell Holdings LLC | 933 | $125.2K | 0.08% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 945 | $126.8K | 0.31% | −907−49.0% | Reduced |
| St Germain D J Co Inc | 949 | $127.3K | 0.01% | +400+72.9% | Added |
| Addison Advisors LLC | 957 | $128.4K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 964 | $129.4K | 0.01% | −349−26.6% | Reduced |
| Delta Asset Management LLC | 968 | $129.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 985 | $132.2K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 987 | $132.5K | 0.04% | +87+9.7% | Added |
| NVWM, LLC | 999 | $134.1K | 0.03% | −86−7.9% | Reduced |
| Alta Advisers Ltd | 1,000 | $134.2K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $134.2K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,061 | $142.3K | 0.01% | +59+5.9% | Added |
| Deseret Mutual Benefit Administrators | 1,087 | $145.9K | 0.07% | −89−7.6% | Reduced |
| Blue Chip Partners, Inc. | 1,096 | $147.1K | 0.01% | +7+0.6% | Added |
| Barrett & Company, Inc. | 1,120 | $150.3K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,121 | $150.4K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,144 | $153.5K | 0.00% | −14,718−92.8% | Reduced |
| Louisbourg Investments Inc. | 1,200 | $161.0K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,201 | $161.2K | 0.08% | +200+20.0% | Added |
| VisionPoint Advisory Group, LLC | 1,219 | $163.6K | 0.06% | +285+30.5% | Added |
| Rosenberg Matthew Hamilton | 1,234 | $165.6K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,251 | $166.4K | 0.02% | +481+62.5% | Added |
| Goodman Advisory Group, LLC | 1,240 | $166.4K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,252 | $168.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,265 | $169.8K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,266 | $169.9K | 0.04% | −15−1.2% | Reduced |
| Evergreen Private Wealth LLC | 1,322 | $177.4K | 0.08% | +9+0.7% | Added |
| GoalVest Advisory LLC | 1,348 | $180.9K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,388 | $186.2K | 0.02% | −15−1.1% | Reduced |
| CVA Family Office, LLC | 1,388 | $186.3K | 0.03% | +74+5.6% | Added |
| Duncker Streett & Co Inc | 1,426 | $191.3K | 0.03% | +5+0.4% | Added |
| Capital Advisors, Ltd. LLC | 1,429 | $192.0K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,434 | $192.4K | 0.01% | +1,434 | New |
| Smithfield Trust Co | 1,450 | $194.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,450 | $194.6K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,470 | $197.3K | 0.02% | −230−13.5% | Reduced |
| Abich Financial Wealth Management LLC | 1,481 | $198.7K | 0.45% | +272+22.5% | Added |
| TFC Financial Management | 1,483 | $199.0K | 0.03% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,494 | $200.5K | 0.11% | +1,494 | New |
| Quantum Financial Advisors, LLC | 1,497 | $200.8K | 0.03% | +1,497 | New |
| Members Capital Advisors Inc | 1,497 | $200.9K | 0.23% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 1,500 | $201.0K | 0.13% | −246−14.1% | Reduced |
| Franklin Street Advisors Inc | 1,498 | $201.0K | 0.01% | +1,498 | New |
| Philadelphia Trust Co | 1,500 | $201.0K | 0.01% | +1,500 | New |
| Newman Dignan & Sheerar, Inc. | 1,434 | $201.1K | 0.05% | +1,434 | New |
| Puzo Michael J | 1,500 | $201.3K | 0.05% | −500−25.0% | Reduced |
| Capital Investment Services of America, Inc. | 1,500 | $201.3K | 0.02% | +1,500 | New |
| Hummer Financial Advisory Services Inc | 1,500 | $201.3K | 0.16% | +1,500 | New |
| Wedgewood Investors Inc | 1,504 | $201.8K | 0.22% | +1,504 | New |
| PCA Investment Advisory Services Inc. | 1,506 | $202.1K | 0.10% | +1,506 | New |
| BSW Wealth Partners | 1,511 | $202.8K | 0.03% | +1,511 | New |
| PDS Planning, Inc | 1,517 | $203.6K | 0.02% | +1,517 | New |
| Exchange Bank | 1,523 | $204.4K | 0.17% | +1,523 | New |
| Range Financial Group LLC | 1,524 | $204.5K | 0.28% | −3,443−69.3% | Reduced |
| M. Kulyk & Associates, LLC | 1,530 | $205.3K | 0.04% | +1,530 | New |
| GTS Securities LLC | 1,532 | $205.6K | 0.00% | +1,532 | New |
| Penserra Capital Management LLC | 1,541 | $206.0K | 0.00% | +18+1.2% | Added |
| Sentry Investment Management LLC | 1,536 | $206.0K | 0.09% | +140+10.0% | Added |
| Madrona Financial Services, LLC | 1,536 | $206.1K | 0.06% | +1,536 | New |
| SNS Financial Group, LLC | 1,536 | $206.1K | 0.02% | +1,536 | New |
| Ameritas Advisory Services, LLC | 1,538 | $206.4K | 0.01% | −607−28.3% | Reduced |
| Ostrum Asset Management | 1,541 | $206.8K | 0.02% | +19+1.2% | Added |
| Cidel Asset Management Inc | 1,543 | $207.1K | 0.01% | +1,543 | New |
| Avenue 1 Advisors, LLC | 1,543 | $207.1K | 0.08% | +1,543 | New |
| Baader Bank INC | 1,568 | $207.8K | 0.02% | +1,568 | New |
| Soltis Investment Advisors LLC | 1,562 | $209.6K | 0.02% | +1,562 | New |
| Live Oak Private Wealth LLC | 1,566 | $210.1K | 0.03% | +1,566 | New |
| Indiana Trust & Investment Management CO | 1,570 | $210.7K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,580 | $212.0K | 0.03% | +1,580 | New |
| Morningstar Investment Management LLC | 1,493 | $213.0K | 0.02% | +1,493 | New |
| King Wealth | 1,594 | $214.0K | 0.03% | −98−5.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,598 | $214.4K | 0.00% | +5+0.3% | Added |
| Arrowroot Family Office, LLC | 1,598 | $214.4K | 0.12% | +1,598 | New |
| Tritonpoint Wealth, LLC | 1,612 | $214.4K | 0.02% | +1,612 | New |
| Hardman Johnston Global Advisors LLC | 1,600 | $214.7K | 0.01% | +1,600 | New |
| Morningstar Investment Services LLC | 1,617 | $215.0K | 0.00% | +1,617 | New |
| Mayflower Financial Advisors, LLC | 1,603 | $215.1K | 0.03% | +1,603 | New |
| Chaney Capital Management, Inc. | 1,610 | $216.0K | 0.12% | +1,610 | New |
| Childress Capital Advisors, LLC | 1,615 | $216.7K | 0.06% | +1,615 | New |
| Independent Financial Group, LLC | 1,619 | $217.3K | 0.01% | +1,619 | New |
| Summit Global Investments | 1,623 | $218.0K | 0.01% | +1,623 | New |
| Atomi Financial Group, Inc. | 1,627 | $218.3K | 0.01% | +1,627 | New |
| Bank of New Hampshire | 1,630 | $218.7K | 0.05% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,630 | $218.7K | 0.01% | +1,630 | New |
| Valley National Advisers Inc | 1,639 | $219.0K | 0.04% | −240−12.8% | Reduced |
| Avestar Capital, LLC | 1,637 | $219.7K | 0.02% | +1,637 | New |
| Cornerstone Capital, Inc. | 1,640 | $220.1K | 0.02% | +1,640 | New |
| Monument Capital Management | 1,642 | $220.4K | 0.06% | +1,642 | New |
| Baldwin Investment Management, LLC | 1,650 | $221.4K | 0.03% | −895−35.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,650 | $221.4K | 0.03% | −182−9.9% | Reduced |
| Allred Capital Management, LLC | 1,653 | $221.8K | 0.09% | +1,653 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,656 | $222.2K | 0.03% | +1,656 | New |
| Cornerstone Wealth Group, LLC | 1,661 | $222.8K | 0.02% | +1,661 | New |
| Zhang Financial LLC | 1,663 | $223.2K | 0.01% | −27−1.6% | Reduced |
| TCFG Wealth Management, LLC | 1,667 | $223.7K | 0.11% | +1,667 | New |
| Boston Financial Mangement LLC | 1,668 | $223.8K | 0.01% | +1,668 | New |
| Measured Wealth Private Client Group, LLC | 1,674 | $224.6K | 0.08% | +1,674 | New |
| Glen Eagle Advisors, LLC | 1,682 | $225.7K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,682 | $225.7K | 0.04% | +1,682 | New |