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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 1,683 | $226.0K | 0.02% | −565−25.1% | Reduced |
| Vise Technologies, Inc. | 1,697 | $227.7K | 0.03% | +1,697 | New |
| Smithbridge Asset Management Inc | 1,700 | $228.1K | 0.04% | −300−15.0% | Reduced |
| SignalPoint Asset Management, LLC | 1,731 | $230.3K | 0.05% | +3+0.2% | Added |
| Unionview, LLC | 1,721 | $230.9K | 0.18% | +14+0.8% | Added |
| Advisor Resource Council | 1,724 | $231.3K | 0.11% | +1,724 | New |
| Brophy Wealth Management, LLC | 1,725 | $231.5K | 0.08% | +1,725 | New |
| Cranbrook Wealth Management, LLC | 1,730 | $232.1K | 0.05% | +260+17.7% | Added |
| Quadcap Wealth Management, LLC | 1,738 | $233.3K | 0.04% | +1,738 | New |
| Edgemoor Investment Advisors, Inc. | 1,738 | $233.3K | 0.02% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,750 | $234.8K | 0.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,750 | $234.8K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,752 | $235.1K | 0.02% | +41+2.4% | Added |
| Morris Retirement Advisors, LLC | 1,770 | $237.5K | 0.13% | −295−14.3% | Reduced |
| S&CO Inc | 1,775 | $238.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,775 | $238.2K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 1,787 | $239.8K | 0.02% | −137−7.1% | Reduced |
| Spire Wealth Management | 1,795 | $240.9K | 0.01% | −474−20.9% | Reduced |
| AdvisorNet Financial, Inc | 1,799 | $241.4K | 0.02% | +31+1.8% | Added |
| Perpetual Ltd | 1,800 | $241.5K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 1,813 | $243.3K | 0.02% | −13−0.7% | Reduced |
| Syntax Research, Inc. | 1,826 | $245.0K | 0.17% | −312−14.6% | Reduced |
| KC Investment Advisors, LLC | 1,828 | $245.3K | 0.10% | +1+0.1% | Added |
| TRUE Private Wealth Advisors | 1,838 | $246.6K | 0.03% | −3,562−66.0% | Reduced |
| BKM Wealth Management, LLC | 1,853 | $248.7K | 0.10% | −5,784−75.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,855 | $248.9K | 0.17% | −1,174−38.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,862 | $249.8K | 0.03% | +4+0.2% | Added |
| Aspen Investment Management Inc | 1,860 | $250.0K | 0.12% | −245−11.6% | Reduced |
| Proficio Capital Partners LLC | 1,866 | $250.4K | 0.02% | −2,123−53.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,771 | $250.5K | 0.03% | +7+0.4% | Added |
| Magnus Financial Group LLC | 1,868 | $250.6K | 0.03% | +1,868 | New |
| Schwartz Investment Counsel Inc | 1,879 | $252.1K | 0.01% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,882 | $252.5K | 0.08% | −14−0.7% | Reduced |
| Fort, L.P. | 1,884 | $252.8K | 0.64% | −67−3.4% | Reduced |
| Aaron Wealth Advisors | 1,886 | $253.1K | 0.03% | −207−9.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,886 | $253.1K | 0.05% | +18+1.0% | Added |
| AA Financial Advisors, LLC | 1,891 | $253.8K | 0.07% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,893 | $254.0K | 0.02% | +10+0.5% | Added |
| Transcend Wealth Collective, LLC | 1,901 | $255.1K | 0.02% | +6+0.3% | Added |
| Wilkins Investment Counsel Inc | 1,911 | $256.4K | 0.04% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,911 | $256.4K | 0.01% | +111+6.2% | Added |
| Midland Wealth Advisors LLC | 1,919 | $257.5K | 0.02% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,925 | $258.3K | 0.02% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 1,929 | $258.9K | 0.07% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,935 | $259.7K | 0.08% | +140+7.8% | Added |
| Executive Wealth Management, LLC | 1,936 | $259.8K | 0.02% | +1,936 | New |
| Regent Peak Wealth Advisors LLC | 1,936 | $259.8K | 0.06% | +1+0.1% | Added |
| Vaughan David Investments LLC | 1,940 | $260.0K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,939 | $260.2K | 0.08% | +1,939 | New |
| Moloney Securities Asset Management, LLC | 1,944 | $260.9K | 0.03% | −10−0.5% | Reduced |
| Diversified Trust Co | 1,945 | $261.1K | 0.01% | −30−1.5% | Reduced |
| Ethos Financial Group, LLC | 1,952 | $262.0K | 0.04% | +1+0.1% | Added |
| Founders Financial Alliance, LLC | 1,959 | $262.8K | 0.07% | −26−1.3% | Reduced |
| Enclave Advisors LLC | 1,960 | $263.0K | 0.04% | +1,960 | New |
| Centennial Bank | 1,962 | $263.3K | 0.12% | −165−7.8% | Reduced |
| Crew Capital Management, Ltd. | 1,964 | $263.5K | 0.21% | +1,964 | New |
| Guardian Wealth Advisors, LLC | 1,967 | $264.0K | 0.03% | −38−1.9% | Reduced |
| Eqis Capital Management, Inc. | 1,985 | $266.4K | 0.02% | −2−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 1,988 | $266.7K | 0.04% | −75−3.6% | Reduced |
| International Private Wealth Advisors LLC | 1,994 | $267.6K | 0.39% | −216−9.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,996 | $267.8K | 0.03% | +97+5.1% | Added |
| Richwood Investment Advisors, LLC | 1,997 | $268.0K | 0.22% | +250+14.3% | Added |
| Hunter Associates Investment Management LLC | 2,005 | $268.0K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,000 | $268.4K | 0.01% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $268.4K | 0.07% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,000 | $268.4K | 0.13% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,000 | $268.4K | 0.01% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,004 | $268.9K | 0.06% | −113−5.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,007 | $269.3K | 0.17% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,017 | $270.7K | 0.09% | +5+0.2% | Added |
| First Affirmative Financial Network | 2,027 | $272.0K | 0.15% | −583−22.3% | Reduced |
| Dodds Wealth, LLC | 1,962 | $273.3K | 0.09% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,038 | $273.5K | 0.02% | +13+0.6% | Added |
| City State Bank | 2,038 | $273.5K | 0.10% | −100−4.7% | Reduced |
| Aries Wealth Management | 2,039 | $273.6K | 0.08% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 2,042 | $274.1K | 0.03% | +3+0.1% | Added |
| Weaver Capital Management LLC | 2,046 | $274.6K | 0.08% | +121+6.3% | Added |
| Aberdeen Wealth Management LLC | 2,053 | $275.4K | 0.18% | −297−12.6% | Reduced |
| Great Valley Advisor Group, Inc. | 2,058 | $276.1K | 0.01% | +62+3.1% | Added |
| BCJ Capital Management, LLC | 2,065 | $277.1K | 0.02% | −1,271−38.1% | Reduced |
| Community Bank, N.A. | 2,075 | $278.4K | 0.04% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,076 | $278.6K | 0.08% | +139+7.2% | Added |
| Opus Capital Group, LLC | 2,076 | $279.0K | 0.03% | −8−0.4% | Reduced |
| FLC Capital Advisors | 2,089 | $280.3K | 0.06% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,100 | $281.8K | 0.05% | 00.0% | Unchanged |
| Family Legacy, Inc. | 2,100 | $281.8K | 0.09% | 00.0% | Unchanged |
| First Interstate Bank | 2,100 | $281.8K | 0.02% | +2,100 | New |
| Silvant Capital Management LLC | 2,108 | $282.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,116 | $283.9K | 0.16% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,002 | $284.8K | 0.27% | +2,002 | New |
| WBH Advisory Inc | 2,124 | $285.0K | 0.03% | −126−5.6% | Reduced |
| Brass Tax Wealth Management, Inc | 2,124 | $285.0K | 0.06% | −3,813−64.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,129 | $285.7K | 0.15% | −194−8.4% | Reduced |
| Trust Point Inc. | 2,130 | $285.8K | 0.02% | +7+0.3% | Added |
| Oakworth Capital, Inc. | 2,142 | $287.4K | 0.02% | +359+20.1% | Added |
| Alpha Family Trust | 2,150 | $288.5K | 0.16% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,152 | $288.8K | 0.02% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,168 | $290.9K | 0.03% | +2,168 | New |
| Moseley Investment Management Inc | 2,173 | $291.6K | 0.12% | −6−0.3% | Reduced |
| Kidder Stephen W | 2,175 | $291.9K | 0.09% | 00.0% | Unchanged |