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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 2,882 | $386.7K | 0.13% | +10+0.3% | Added |
| Forbes J M & Co LLP | 2,884 | $387.0K | 0.04% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,894 | $388.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,914 | $391.0K | 0.03% | +51+1.8% | Added |
| New Hampshire Trust | 2,915 | $391.2K | 0.08% | −180−5.8% | Reduced |
| Heritage Wealth Advisors | 2,919 | $391.7K | 0.02% | +43+1.5% | Added |
| Fundamentun, LLC | 2,922 | $392.2K | 0.03% | +40+1.4% | Added |
| Absher Wealth Management, LLC | 2,928 | $392.9K | 0.05% | −174−5.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,930 | $393.2K | 0.02% | −400−12.0% | Reduced |
| KCM Investment Advisors LLC | 2,930 | $393.2K | 0.01% | −72−2.4% | Reduced |
| Cascades Capital Asset Management, LLC | 2,937 | $394.1K | 0.22% | +2,937 | New |
| Aureus Asset Management, LLC | 2,938 | $394.3K | 0.03% | −850−22.4% | Reduced |
| MTM Investment Management, LLC | 2,853 | $395.6K | 0.15% | +15+0.5% | Added |
| Carderock Capital Management Inc | 2,950 | $395.9K | 0.09% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,957 | $396.8K | 0.08% | −500−14.5% | Reduced |
| Beacon Financial Strategies CORP | 2,958 | $396.9K | 0.27% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,808 | $397.8K | 0.01% | −416−12.9% | Reduced |
| Catalyst Financial Partners LLC | 2,965 | $397.9K | 0.08% | −306−9.4% | Reduced |
| Holderness Investments Co | 2,981 | $400.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,901 | $400.8K | 0.09% | +190+7.0% | Added |
| Strategy Asset Managers LLC | 2,997 | $402.2K | 0.08% | +253+9.2% | Added |
| Mattern Wealth Management LLC | 3,002 | $402.9K | 0.09% | −816−21.4% | Reduced |
| Acadian Asset Management LLC | 3,008 | $403.0K | 0.00% | −4,988−62.4% | Reduced |
| Close Asset Management Ltd | 3,000 | $403.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,005 | $403.2K | 0.01% | +113+3.9% | Added |
| Allegheny Financial Group LTD | 3,009 | $403.8K | 0.10% | +2+0.1% | Added |
| M. Kraus & Co | 3,018 | $404.9K | 0.12% | −5−0.2% | Reduced |
| Northcape Wealth Management, LLC | 3,028 | $406.4K | 0.13% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,900 | $408.4K | 0.02% | −227−7.3% | Reduced |
| Berkshire Bank | 3,049 | $409.1K | 0.10% | +592+24.1% | Added |
| Flaharty Asset Management, LLC | 3,050 | $409.3K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,051 | $409.4K | 0.01% | +3,051 | New |
| Ontario Teachers Pension Plan Board | 3,052 | $409.5K | 0.00% | −21,076−87.4% | Reduced |
| Delta Investment Management, LLC | 3,055 | $409.9K | 0.08% | −4−0.1% | Reduced |
| Berkshire Asset Management LLC | 3,463 | $410.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,062 | $410.9K | 0.12% | +245+8.7% | Added |
| Cyndeo Wealth Partners, LLC | 3,077 | $412.9K | 0.03% | +426+16.1% | Added |
| Longfellow Investment Management Co LLC | 3,090 | $414.6K | 0.10% | +18+0.6% | Added |
| Biltmore Family Office, LLC | 3,098 | $415.7K | 0.07% | +5+0.2% | Added |
| Palumbo Wealth Management LLC | 3,099 | $415.8K | 0.16% | −28−0.9% | Reduced |
| Meyer Handelman Co | 3,100 | $416.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 3,101 | $416.1K | 0.08% | +307+11.0% | Added |
| Buckhead Capital Management LLC | 3,101 | $416.1K | 0.13% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 2,943 | $416.5K | 0.06% | +266+9.9% | Added |
| Perissos Private Wealth Management, LLC | 3,107 | $417.0K | 0.33% | +16+0.5% | Added |
| Quadrant Capital Group LLC | 3,109 | $417.1K | 0.03% | −56−1.8% | Reduced |
| True Vision MN LLC | 3,123 | $419.1K | 0.25% | +507+19.4% | Added |
| Jones Financial Companies LLLP | 3,153 | $419.4K | 0.00% | +2,095+198.0% | Added |
| Sendero Wealth Management, LLC | 3,142 | $421.6K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,144 | $421.9K | 0.30% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,154 | $422.4K | 0.03% | −128−3.9% | Reduced |
| Schmidt P J Investment Management Inc | 3,163 | $424.4K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,166 | $424.8K | 0.03% | −750−19.2% | Reduced |
| Rocky Mountain Advisers, LLC | 3,168 | $425.1K | 0.13% | 00.0% | Unchanged |
| Romano Brothers and Company | 3,185 | $427.4K | 0.05% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,037 | $427.6K | 0.12% | −333−9.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,207 | $430.3K | 0.09% | +3,207 | New |
| Central Trust Co | 3,207 | $430.3K | 0.01% | +475+17.4% | Added |
| Key Financial Inc | 3,221 | $432.2K | 0.10% | +8+0.2% | Added |
| Citizens Financial Group Inc | 3,224 | $432.7K | 0.01% | +1,206+59.8% | Added |
| Secure Asset Management, LLC | 3,226 | $432.9K | 0.07% | +3,226 | New |
| Penobscot Investment Management Company, Inc. | 3,230 | $433.4K | 0.04% | −200−5.8% | Reduced |
| Mechanics Financial Corp | 3,230 | $433.4K | 0.19% | −50−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 3,235 | $434.1K | 0.02% | −267−7.6% | Reduced |
| NorthLanding Financial Partners, LLC | 3,249 | $435.9K | 0.43% | +18+0.6% | Added |
| Tyche Wealth Partners LLC | 3,277 | $439.8K | 0.10% | −125−3.7% | Reduced |
| Cigna Investments Inc | 3,299 | $442.0K | 0.08% | −97−2.9% | Reduced |
| Univest Financial Corp | 3,299 | $442.7K | 0.03% | +3,299 | New |
| Verity Asset Management, Inc. | 3,266 | $446.7K | 0.17% | −392−10.7% | Reduced |
| Everence Capital Management Inc | 3,334 | $447.0K | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 3,008 | $447.4K | 0.09% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3,345 | $448.8K | 0.14% | −1,764−34.5% | Reduced |
| Hyperion Partners, LLC | 3,355 | $450.2K | 0.29% | −28−0.8% | Reduced |
| Woodstock Corp | 3,375 | $452.9K | 0.04% | −400−10.6% | Reduced |
| Signal Advisors Wealth, LLC | 3,376 | $453.0K | 0.06% | +3,376 | New |
| Smith Chas P & Associates Pa Cpas | 3,377 | $453.2K | 0.03% | +348+11.5% | Added |
| Professional Advisory Services Inc | 3,400 | $456.0K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,226 | $456.2K | 0.16% | +3,226 | New |
| Reynders McVeigh Capital Management, LLC | 3,409 | $457.0K | 0.02% | −700−17.0% | Reduced |
| Optimist Retirement Group LLC | 3,409 | $457.5K | 0.21% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,411 | $457.7K | 0.21% | −408−10.7% | Reduced |
| Riverview Trust Co | 3,416 | $458.4K | 0.40% | +8+0.2% | Added |
| Associated Banc-Corp | 3,437 | $461.2K | 0.01% | −75−2.1% | Reduced |
| Dohj, LLC | 3,279 | $461.6K | 0.11% | −13−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,445 | $462.3K | 0.00% | +610+21.5% | Added |
| Legacy Capital Wealth Partners, LLC | 3,451 | $463.1K | 0.09% | +4+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $463.6K | 0.00% | −2,567−42.6% | Reduced |
| ProVise Management Group, LLC | 3,463 | $464.7K | 0.04% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,467 | $465.2K | 0.12% | +3,467 | New |
| Level Four Advisory Services, LLC | 3,345 | $466.2K | 0.02% | +272+8.9% | Added |
| Bouchey Financial Group Ltd | 3,474 | $466.2K | 0.04% | −6−0.2% | Reduced |
| Balentine LLC | 3,482 | $467.3K | 0.02% | +3,482 | New |
| Pitti Group Wealth Management, LLC | 3,928 | $467.9K | 0.51% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,493 | $468.7K | 0.06% | +65+1.9% | Added |
| RMR Capital Management, LLC | 3,506 | $470.5K | 0.40% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,524 | $472.9K | 0.07% | −37−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,534 | $474.2K | 0.03% | −43−1.2% | Reduced |
| Aufman Associates Inc | 3,550 | $476.4K | 0.31% | +1,200+51.1% | Added |
| Pine Haven Investment Counsel, Inc | 3,560 | $477.7K | 0.39% | −185−4.9% | Reduced |
| First Financial Bank - Trust Division | 3,570 | $479.1K | 0.04% | −770−17.7% | Reduced |