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 |
|---|---|---|---|---|---|
| Nwam LLC | 3,575 | $479.7K | 0.03% | +43+1.2% | Added |
| Pallas Capital Advisors LLC | 3,400 | $481.7K | 0.02% | −276−7.5% | Reduced |
| Terra Nova Asset Management LLC | 3,594 | $482.3K | 0.36% | +23+0.6% | Added |
| Wynn Capital, LLC | 3,600 | $483.1K | 0.32% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,607 | $484.0K | 0.01% | −25−0.7% | Reduced |
| Baron Wealth Management LLC | 3,628 | $486.8K | 0.23% | +79+2.2% | Added |
| Ifrah Financial Services, Inc. | 3,639 | $488.3K | 0.13% | +8+0.2% | Added |
| Capital Investment Advisory Services, LLC | 3,645 | $489.1K | 0.05% | +48+1.3% | Added |
| Essex Savings Bank | 3,664 | $491.7K | 0.12% | −4−0.1% | Reduced |
| Alera Investment Advisors, LLC | 3,687 | $494.8K | 0.06% | +447+13.8% | Added |
| Insigneo Advisory Services, LLC | 3,693 | $495.6K | 0.05% | −5−0.1% | Reduced |
| Ambassador Advisors, LLC | 3,703 | $497.0K | 0.09% | +22+0.6% | Added |
| Fisher Asset Management, LLC | 3,717 | $498.9K | 0.00% | −1,999−35.0% | Reduced |
| Wharton Business Group, LLC | 3,715 | $499.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 3,775 | $506.6K | 0.01% | +464+14.0% | Added |
| Harbour Trust & Investment Management Co | 3,780 | $507.2K | 0.06% | −350−8.5% | Reduced |
| DRW Securities, LLC | 3,783 | $507.6K | 0.03% | +3,783 | New |
| Perigon Wealth Management, LLC | 3,785 | $507.9K | 0.01% | +34+0.9% | Added |
| First Bank & Trust | 3,786 | $508.0K | 0.10% | −94−2.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,787 | $508.2K | 0.05% | +3,787 | New |
| Equitable Holdings, Inc. | 3,801 | $510.1K | 0.00% | +221+6.2% | Added |
| Independence Bank of Kentucky | 3,811 | $511.4K | 0.11% | −464−10.9% | Reduced |
| Panagora Asset Management Inc | 3,811 | $511.4K | 0.00% | −2−0.1% | Reduced |
| Krane Funds Advisors LLC | 3,826 | $513.4K | 0.02% | −28−0.7% | Reduced |
| E Fund Management Co., Ltd. | 3,828 | $513.7K | 0.03% | +279+7.9% | Added |
| Tocqueville Asset Management L.P. | 3,828 | $513.7K | 0.01% | −110−2.8% | Reduced |
| First National Corp | 3,832 | $514.2K | 0.11% | −635−14.2% | Reduced |
| NorthRock Partners, LLC | 3,844 | $515.8K | 0.02% | −98−2.5% | Reduced |
| Barlow Wealth Partners, Inc. | 3,758 | $516.5K | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,850 | $516.6K | 0.10% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,854 | $517.0K | 0.17% | +288+8.1% | Added |
| Jeppson Wealth Management, LLC | 3,894 | $522.5K | 0.19% | −25−0.6% | Reduced |
| Advisors Capital Management, LLC | 3,908 | $524.0K | 0.01% | +1,166+42.5% | Added |
| Colonial Trust Co | 3,910 | $524.7K | 0.08% | +774+24.7% | Added |
| Lakeview Capital Partners, LLC | 3,918 | $525.8K | 0.08% | +214+5.8% | Added |
| MWA Asset Management | 3,931 | $527.5K | 0.35% | +147+3.9% | Added |
| Clean Yield Group | 3,934 | $527.9K | 0.17% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 3,952 | $530.0K | 0.16% | −300−7.1% | Reduced |
| West Paces Advisors Inc. | 3,955 | $530.7K | 0.13% | −143−3.5% | Reduced |
| Dogwood Wealth Management LLC | 3,959 | $531.2K | 0.31% | +2,324+142.1% | Added |
| TFG Advisers LLC | 3,977 | $533.7K | 0.19% | −90−2.2% | Reduced |
| Reuter James Wealth Management, LLC | 3,985 | $534.7K | 0.10% | +3,985 | New |
| Clearbridge Investments, LLC | 4,000 | $536.8K | 0.00% | −54,624−93.2% | Reduced |
| Beck Mack & Oliver LLC | 4,000 | $536.8K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 4,000 | $536.8K | 0.22% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,013 | $538.5K | 0.44% | +749+22.9% | Added |
| Mendel Money Management | 4,021 | $539.6K | 0.23% | −100−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,030 | $540.6K | 0.03% | +1,697+72.7% | Added |
| GeoWealth Management, LLC | 4,036 | $541.6K | 0.02% | −60−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,064 | $545.3K | 0.03% | −1,370−25.2% | Reduced |
| Bridges Investment Management Inc | 4,066 | $545.6K | 0.01% | +7+0.2% | Added |
| Mission Wealth Management, LP | 4,072 | $546.5K | 0.01% | +211+5.5% | Added |
| Relyea Zuckerberg Hanson LLC | 4,079 | $547.4K | 0.08% | −201−4.7% | Reduced |
| Roman Butler Fullerton & Co | 3,854 | $548.5K | 0.17% | −16−0.4% | Reduced |
| Dark Forest Capital Management LP | 4,092 | $549.1K | 0.07% | +4,092 | New |
| Washington Trust Bank | 4,123 | $553.3K | 0.05% | −28−0.7% | Reduced |
| Good Life Advisors, LLC | 4,142 | $555.9K | 0.03% | +986+31.2% | Added |
| Johnson Investment Counsel Inc | 4,189 | $562.1K | 0.01% | +33+0.8% | Added |
| JBR Co Financial Management Inc | 4,199 | $563.5K | 0.37% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,209 | $564.8K | 0.03% | −396−8.6% | Reduced |
| Court Place Advisors, LLC | 4,209 | $564.8K | 0.16% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,211 | $565.1K | 0.05% | +698+19.9% | Added |
| STAR Financial Bank | 4,218 | $566.0K | 0.38% | −754−15.2% | Reduced |
| BKD Wealth Advisors, LLC | 4,226 | $567.1K | 0.01% | +122+3.0% | Added |
| Apeiron RIA LLC | 4,264 | $572.2K | 0.16% | +95+2.3% | Added |
| Trust Co of Virginia | 4,266 | $572.5K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4,269 | $572.9K | 0.12% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,283 | $574.7K | 0.04% | +75+1.8% | Added |
| Graypoint LLC | 4,328 | $580.8K | 0.04% | +61+1.4% | Added |
| Montag A & Associates Inc | 4,375 | $587.1K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 4,391 | $589.2K | 0.01% | −131−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,415 | $592.4K | 0.02% | +116+2.7% | Added |
| Pensionmark Financial Group, LLC | 4,421 | $593.3K | 0.02% | +4,421 | New |
| Pinnacle Bancorp, Inc. | 4,423 | $593.5K | 0.16% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,461 | $597.0K | 0.04% | −1,800−28.7% | Reduced |
| KRS Capital Management, LLC | 4,449 | $597.1K | 0.44% | −105−2.3% | Reduced |
| MQS Management LLC | 4,454 | $597.7K | 0.33% | +4,454 | New |
| Spinnaker Trust | 4,456 | $598.0K | 0.04% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,458 | $598.2K | 0.19% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4,473 | $600.2K | 0.03% | +4,473 | New |
| GAMMA Investing LLC | 4,491 | $602.6K | 0.06% | +783+21.1% | Added |
| Segment Wealth Management, LLC | 4,497 | $603.5K | 0.04% | 00.0% | Unchanged |
| Drake & Associates, LLC | 4,502 | $604.1K | 0.20% | +555+14.1% | Added |
| Gen-Wealth Partners Inc | 4,289 | $606.5K | 0.26% | +1,231+40.3% | Added |
| Brighton Jones LLC | 4,520 | $606.5K | 0.02% | −612−11.9% | Reduced |
| TrinityPoint Wealth, LLC | 4,539 | $609.1K | 0.09% | −515−10.2% | Reduced |
| RDA Financial Network | 4,553 | $610.9K | 0.19% | +1,299+39.9% | Added |
| Valley Forge Investment Consultants Inc Adv | 4,560 | $611.9K | 0.21% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 4,563 | $612.3K | 0.07% | +2,399+110.9% | Added |
| Spirepoint Private Client, LLC | 4,590 | $615.9K | 0.08% | −20.0% | Reduced |
| Old National Bancorp | 4,597 | $616.9K | 0.01% | −1,027−18.3% | Reduced |
| Clifford Group, LLC | 4,598 | $617.1K | 0.48% | −22−0.5% | Reduced |
| Trust Co of the South | 4,601 | $617.4K | 0.13% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,625 | $620.6K | 0.36% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,628 | $621.0K | 0.07% | −83−1.8% | Reduced |
| Greatmark Investment Partners, Inc. | 4,628 | $621.0K | 0.08% | +33+0.7% | Added |
| Leavell Investment Management, Inc. | 4,648 | $623.7K | 0.03% | +1,497+47.5% | Added |
| Lindbrook Capital, LLC | 4,688 | $629.1K | 0.06% | −102−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 4,693 | $629.8K | 0.05% | −1,321−22.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,696 | $630.2K | 0.07% | +742+18.8% | Added |