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 |
|---|---|---|---|---|---|
| Optivise Advisory Services LLC | 2,178 | $292.2K | 0.15% | −290−11.8% | Reduced |
| Ledyard National Bank | 2,179 | $292.4K | 0.03% | +2,179 | New |
| NorthCrest Asset Manangement, LLC | 2,191 | $294.1K | 0.01% | +26+1.2% | Added |
| BlackDiamond Wealth Management Inc. | 1,987 | $294.1K | 0.18% | −651−24.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,192 | $294.1K | 0.01% | +10+0.5% | Added |
| M3 Advisory Group, LLC | 2,194 | $294.4K | 0.22% | +109+5.2% | Added |
| Searle & Co. | 2,200 | $295.2K | 0.07% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,200 | $295.2K | 0.03% | +2,200 | New |
| Carmel Capital Partners, LLC | 2,206 | $296.0K | 0.11% | +2,206 | New |
| Chesapeake Asset Management LLC | 2,207 | $296.2K | 0.26% | +76+3.6% | Added |
| Park Edge Advisors, LLC | 2,210 | $296.6K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 2,225 | $298.6K | 0.04% | +89+4.2% | Added |
| Powell Investment Advisors, LLC | 2,228 | $299.0K | 0.14% | 00.0% | Unchanged |
| Covestor Ltd | 2,229 | $299.0K | 0.19% | +28+1.3% | Added |
| Proequities, Inc. | 2,237 | $300.2K | 0.02% | +575+34.6% | Added |
| Verum Partners LLC | 2,243 | $301.0K | 0.09% | −9−0.4% | Reduced |
| Fulcrum Capital LLC | 2,246 | $301.4K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,247 | $301.5K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,248 | $301.7K | 0.05% | −3−0.1% | Reduced |
| Indie Asset Partners, LLC | 2,249 | $301.7K | 0.23% | +2,249 | New |
| Security Financial Services, INC. | 2,261 | $303.4K | 0.06% | +202+9.8% | Added |
| Catalina Capital Group, LLC | 2,268 | $304.4K | 0.10% | +175+8.4% | Added |
| First Manhattan Co | 2,277 | $305.6K | 0.00% | −397−14.8% | Reduced |
| Provident Investment Management, Inc. | 2,277 | $305.6K | 0.03% | +477+26.5% | Added |
| Navalign, LLC | 2,289 | $307.2K | 0.09% | 00.0% | Unchanged |
| Brown Capital Management LLC | 2,292 | $307.6K | 0.01% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,294 | $307.9K | 0.12% | +270+13.3% | Added |
| Vista Wealth Management Group, LLC | 2,316 | $310.8K | 0.02% | +82+3.7% | Added |
| Bank Ozk | 2,320 | $311.3K | 0.13% | +164+7.6% | Added |
| Lavaca Capital LLC | 2,330 | $312.7K | 0.15% | −3,983−63.1% | Reduced |
| Commonwealth Financial Services, LLC | 2,236 | $314.9K | 0.06% | −66−2.9% | Reduced |
| Loudon Investment Management, LLC | 2,350 | $315.3K | 0.17% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,372 | $315.5K | 0.00% | +2,372 | New |
| Forum Financial Management, LP | 2,364 | $317.2K | 0.01% | +4+0.2% | Added |
| Fiducient Advisors LLC | 2,364 | $317.2K | 0.04% | +10+0.4% | Added |
| CRA Financial Services, LLC | 2,370 | $318.0K | 0.06% | −400−14.4% | Reduced |
| Pettee Investors, Inc. | 2,375 | $318.7K | 0.16% | 00.0% | Unchanged |
| Optas, LLC | 2,396 | $321.5K | 0.07% | −45−1.8% | Reduced |
| Journey Strategic Wealth LLC | 2,402 | $322.3K | 0.01% | +42+1.8% | Added |
| Oarsman Capital, Inc. | 2,418 | $324.5K | 0.06% | −55−2.2% | Reduced |
| Fielder Capital Group LLC | 2,425 | $325.4K | 0.11% | −95−3.8% | Reduced |
| MBB Public Markets I LLC | 2,430 | $326.1K | 0.03% | −19,135−88.7% | Reduced |
| Sterling Investment Counsel, LLC | 2,430 | $326.1K | 0.12% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 2,430 | $326.1K | 0.16% | +5+0.2% | Added |
| SP Asset Management LLC | 2,451 | $328.8K | 0.03% | +16+0.7% | Added |
| Fruth Investment Management | 2,456 | $329.0K | 0.09% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,458 | $329.8K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,459 | $330.0K | 0.02% | −49−2.0% | Reduced |
| Intrust Bank NA | 2,459 | $330.0K | 0.03% | +770+45.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,466 | $331.0K | 0.17% | +18+0.7% | Added |
| Wesbanco Bank Inc | 2,485 | $333.5K | 0.01% | −27−1.1% | Reduced |
| Financial Advisory Service, Inc. | 2,490 | $334.1K | 0.03% | +312+14.3% | Added |
| CWS Financial Advisors, LLC | 2,491 | $334.3K | 0.12% | +325+15.0% | Added |
| Paradigm Financial Partners, LLC | 2,284 | $334.6K | 0.05% | +10.0% | Added |
| Silvercrest Asset Management Group LLC | 2,497 | $335.1K | 0.00% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,498 | $335.2K | 0.06% | −22−0.9% | Reduced |
| Financial Management Professionals, Inc. | 2,504 | $336.0K | 0.04% | +31+1.3% | Added |
| Wedmont Private Capital | 2,455 | $337.4K | 0.02% | +330+15.5% | Added |
| Sage Mountain Advisors LLC | 2,519 | $338.0K | 0.03% | +153+6.5% | Added |
| EverSource Wealth Advisors, LLC | 2,519 | $338.1K | 0.02% | +86+3.5% | Added |
| SeaCrest Wealth Management, LLC | 2,526 | $339.0K | 0.04% | −10.0% | Reduced |
| Country Club Bank | 2,550 | $339.1K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,533 | $339.8K | 0.05% | +332+15.1% | Added |
| Chicago Trust Co NA | 2,536 | $340.3K | 0.06% | −278−9.9% | Reduced |
| Advisor OS, LLC | 2,541 | $340.9K | 0.03% | +51+2.0% | Added |
| Landscape Capital Management, L.L.C. | 2,552 | $342.5K | 0.03% | −14,324−84.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,563 | $344.0K | 0.25% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,568 | $344.6K | 0.05% | −65−2.5% | Reduced |
| Belpointe Asset Management LLC | 2,572 | $345.2K | 0.02% | +16+0.6% | Added |
| Mather Group, LLC. | 2,573 | $345.3K | 0.00% | −91−3.4% | Reduced |
| LGT Group Foundation | 2,458 | $346.0K | 0.01% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,589 | $347.4K | 0.10% | +101+4.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,591 | $347.6K | 0.19% | −266−9.3% | Reduced |
| Dempze Nancy E | 2,608 | $350.0K | 0.20% | +2,608 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,612 | $350.6K | 0.01% | −120−4.4% | Reduced |
| Douglas Lane & Associates, LLC | 2,653 | $356.0K | 0.00% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,670 | $358.3K | 0.08% | +19+0.7% | Added |
| Beaumont Financial Advisors, LLC | 2,684 | $360.2K | 0.03% | +301+12.6% | Added |
| One Charles Private Wealth Services, LLC | 2,700 | $362.3K | 0.14% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 2,700 | $362.3K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,702 | $362.6K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,720 | $365.0K | 0.07% | +623+29.7% | Added |
| Geneos Wealth Management Inc. | 2,741 | $367.7K | 0.01% | +142+5.5% | Added |
| Roberts Glore & Co Inc | 2,750 | $369.0K | 0.11% | +63+2.3% | Added |
| Lake Street Advisors Group, LLC | 2,753 | $369.4K | 0.02% | −97−3.4% | Reduced |
| Geller Advisors LLC | 2,755 | $369.7K | 0.03% | −168−5.7% | Reduced |
| D.B. Root & Company, LLC | 2,769 | $371.6K | 0.12% | +12+0.4% | Added |
| Alpha Omega Wealth Management LLC | 2,782 | $373.3K | 0.07% | −265−8.7% | Reduced |
| Trueblood Wealth Management, LLC | 2,785 | $373.7K | 0.19% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,786 | $373.9K | 0.03% | +2,786 | New |
| Caisse de Depot Et Placement du Quebec | 2,809 | $376.9K | 0.00% | −12,897−82.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,812 | $377.4K | 0.09% | −25−0.9% | Reduced |
| First Heartland Consultants, Inc. | 2,822 | $379.0K | 0.04% | +2+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 2,826 | $379.2K | 0.03% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,834 | $380.3K | 0.16% | −217−7.1% | Reduced |
| Outlook Wealth Advisors, LLC | 2,847 | $382.0K | 0.11% | +196+7.4% | Added |
| Successful Portfolios LLC | 2,853 | $382.8K | 0.26% | −26−0.9% | Reduced |
| Brookstone Capital Management | 2,857 | $383.4K | 0.01% | −54−1.9% | Reduced |
| CX Institutional | 2,872 | $385.4K | 0.02% | +9+0.3% | Added |
| Arrow Financial Corp | 2,877 | $386.1K | 0.04% | −681−19.1% | Reduced |