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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 6,699 | $899.0K | 0.04% | +52+0.8% | Added |
| Argent Financial Group, Inc. | 6,710 | $900.4K | 0.11% | +6,710 | New |
| Ronald Blue Trust, Inc. | 7,624 | $903.9K | 0.01% | +4,799+169.9% | Added |
| Clifford Swan Investment Counsel LLC | 6,749 | $905.6K | 0.03% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 6,768 | $908.0K | 0.66% | −199−2.9% | Reduced |
| FineMark National Bank & Trust | 6,800 | $912.5K | 0.03% | −100−1.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,848 | $918.9K | 0.45% | −246−3.5% | Reduced |
| Aviance Capital Partners, LLC | 6,903 | $926.3K | 0.12% | −25−0.4% | Reduced |
| Naviter Wealth, LLC | 6,914 | $927.8K | 0.13% | −58−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 6,925 | $929.3K | 0.03% | −338−4.7% | Reduced |
| TownSquare Capital, LLC | 7,014 | $941.3K | 0.01% | +1,783+34.1% | Added |
| First Trust Investment Solutions L.P. | 7,025 | $942.7K | 0.11% | +4,739+207.3% | Added |
| Lido Advisors, LLC | 7,039 | $944.7K | 0.01% | +379+5.7% | Added |
| Birch Capital Management, LLC | 7,066 | $948.2K | 0.46% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,100 | $952.7K | 0.00% | −105,200−93.7% | Reduced |
| SFMG, LLC | 7,132 | $957.1K | 0.08% | −19−0.3% | Reduced |
| Salvus Wealth Management, LLC | 7,136 | $957.6K | 0.59% | +284+4.1% | Added |
| TCM Advisors, LLC | – | $958.4K | 0.79% | – | – |
| Covenant Asset Management, LLC | 7,181 | $963.6K | 0.21% | −859−10.7% | Reduced |
| Golden State Equity Partners | 7,227 | $969.8K | 0.15% | +2,345+48.0% | Added |
| Monumental Financial Group Inc. | 7,255 | $973.5K | 0.36% | −1,172−13.9% | Reduced |
| Granite Investment Partners, LLC | 7,298 | $979.3K | 0.04% | −350−4.6% | Reduced |
| Shell Asset Management Co | 7,384 | $991.0K | 0.04% | +7,384 | New |
| Transamerica Financial Advisors, Inc. | 7,392 | $992.0K | 0.10% | +556+8.1% | Added |
| Prosperity Consulting Group, LLC | 7,414 | $994.8K | 0.08% | +7,414 | New |
| Mission Creek Capital Partners, Inc. | 7,435 | $997.7K | 0.23% | −581−7.2% | Reduced |
| Oppenheimer Asset Management Inc. | 7,435 | $997.7K | 0.01% | +867+13.2% | Added |
| Kapstone Financial Advisors LLC | 7,505 | $998.1K | 0.61% | −25−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 7,440 | $998.4K | 0.02% | +1,410+23.4% | Added |
| Scientech Research LLC | 7,447 | $999.3K | 0.20% | +7,447 | New |
| SC&H Financial Advisors, Inc. | 7,450 | $999.8K | 0.22% | −400−5.1% | Reduced |
| Prudential PLC | 7,469 | $1.00M | 0.01% | −40,336−84.4% | Reduced |
| AE Wealth Management LLC | 7,486 | $1.00M | 0.01% | +882+13.4% | Added |
| Wealth Alliance | 7,501 | $1.01M | 0.12% | +4,017+115.3% | Added |
| Paragon Private Wealth Management, LLC | 7,545 | $1.01M | 0.50% | +372+5.2% | Added |
| Rogco, LP | 7,553 | $1.01M | 0.40% | −857−10.2% | Reduced |
| Bard Financial Services, Inc. | 7,570 | $1.02M | 0.12% | 00.0% | Unchanged |
| Park National Corp | 7,587 | $1.02M | 0.04% | −219−2.8% | Reduced |
| Boston Research & Management Inc | 7,590 | $1.02M | 0.24% | −25−0.3% | Reduced |
| Fulton Bank, N.A. | 7,617 | $1.02M | 0.04% | +4,912+181.6% | Added |
| Beacon Investment Advisory Services, Inc. | 7,650 | $1.03M | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 7,658 | $1.03M | 0.02% | +10.0% | Added |
| McDonald Partners LLC | 7,680 | $1.03M | 0.26% | +465+6.4% | Added |
| Koshinski Asset Management, Inc. | 7,717 | $1.04M | 0.09% | +522+7.3% | Added |
| Powers Advisory Group, LLC | 7,749 | $1.04M | 0.52% | +41+0.5% | Added |
| Elevated Capital Advisors, LLC | 7,783 | $1.04M | 0.28% | +448+6.1% | Added |
| Campbell & CO Investment Adviser LLC | 7,825 | $1.05M | 0.08% | +7,825 | New |
| Cross Staff Investments Inc | 7,846 | $1.05M | 0.81% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,851 | $1.05M | 0.05% | −13,836−63.8% | Reduced |
| Asset Management Group, Inc. | 7,903 | $1.06M | 0.19% | +46+0.6% | Added |
| Western Financial Corp | 7,919 | $1.06M | 0.60% | −10.0% | Reduced |
| Harbor Investment Advisory, LLC | 7,944 | $1.07M | 0.11% | −27−0.3% | Reduced |
| Rehmann Capital Advisory Group | 7,946 | $1.07M | 0.07% | −15−0.2% | Reduced |
| Argent Trust Co | 7,992 | $1.07M | 0.04% | +197+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 7,995 | $1.07M | 0.05% | +810+11.3% | Added |
| S.A. Mason LLC | 8,029 | $1.08M | 0.57% | +10+0.1% | Added |
| Kessler Investment Group, LLC | 8,122 | $1.09M | 0.56% | +35+0.4% | Added |
| Choate Investment Advisors | 8,331 | $1.12M | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,349 | $1.12M | 0.06% | −100−1.2% | Reduced |
| L.M. Kohn & Company | 8,361 | $1.12M | 0.28% | +269+3.3% | Added |
| J. Safra Sarasin Holding AG | 8,363 | $1.12M | 0.02% | −262−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,465 | $1.14M | 0.04% | −216−2.5% | Reduced |
| Rockland Trust Co | 8,493 | $1.14M | 0.06% | −339−3.8% | Reduced |
| Summit Trail Advisors, LLC | 8,505 | $1.14M | 0.03% | +2,914+52.1% | Added |
| Independent Advisor Alliance | 8,620 | $1.16M | 0.04% | −126−1.4% | Reduced |
| Bleakley Financial Group, LLC | 8,638 | $1.16M | 0.04% | +1,384+19.1% | Added |
| Csenge Advisory Group | 8,349 | $1.16M | 0.06% | −22−0.3% | Reduced |
| Howard Capital Management Inc. | 8,681 | $1.16M | 0.02% | +8,681 | New |
| Parallel Advisors, LLC | 8,683 | $1.17M | 0.03% | −691−7.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 8,707 | $1.17M | 0.35% | −100−1.1% | Reduced |
| Tran Capital Management, L.P. | 8,707 | $1.17M | 0.13% | +8,707 | New |
| Signaturefd, LLC | 8,729 | $1.17M | 0.02% | −383−4.2% | Reduced |
| South State Corp. | 8,787 | $1.18M | 0.08% | +518+6.3% | Added |
| Advocate Group LLC | 8,843 | $1.19M | 0.22% | −48−0.5% | Reduced |
| Leisure Capital Management | 8,892 | $1.19M | 0.51% | +236+2.7% | Added |
| First National Advisers, LLC | 8,899 | $1.19M | 0.19% | +2,110+31.1% | Added |
| MAI Capital Management | 8,973 | $1.20M | 0.01% | −1,809−16.8% | Reduced |
| Hills Bank & Trust Co | 8,978 | $1.20M | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,981 | $1.21M | 0.01% | +1,242+16.0% | Added |
| Hilltop National Bank | 9,019 | $1.21M | 0.37% | −217−2.3% | Reduced |
| Fiduciary Trust Co | 9,024 | $1.21M | 0.02% | +142+1.6% | Added |
| Meeder Advisory Services, Inc. | 9,066 | $1.22M | 0.08% | −518−5.4% | Reduced |
| Evercore Wealth Management, LLC | 9,078 | $1.22M | 0.02% | −93−1.0% | Reduced |
| RFG Advisory, LLC | 9,094 | $1.22M | 0.04% | −4,006−30.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,239 | $1.24M | 0.01% | −1,809−16.4% | Reduced |
| SageView Advisory Group, LLC | 9,261 | $1.24M | 0.06% | −1,637−15.0% | Reduced |
| Studio Investment Management LLC | 9,264 | $1.24M | 0.26% | +60+0.7% | Added |
| Daymark Wealth Partners, LLC | 9,271 | $1.24M | 0.05% | −576−5.8% | Reduced |
| HBK Sorce Advisory LLC | 9,284 | $1.25M | 0.04% | −740−7.4% | Reduced |
| Essex Financial Services, Inc. | 8,842 | $1.25M | 0.09% | −42−0.5% | Reduced |
| East Coast Asset Management, LLC. | 9,353 | $1.26M | 0.42% | −830−8.2% | Reduced |
| Fayez Sarofim & Co | 9,387 | $1.26M | 0.00% | −5,912−38.6% | Reduced |
| Allworth Financial LP | 9,395 | $1.26M | 0.01% | −1,680−15.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,396 | $1.26M | 0.07% | +49+0.5% | Added |
| Valmark Advisers, Inc. | 9,426 | $1.26M | 0.02% | −125−1.3% | Reduced |
| Donoghue Forlines LLC | 9,442 | $1.27M | 0.36% | +9,442 | New |
| National Asset Management, Inc. | 9,364 | $1.27M | 0.04% | −2,282−19.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,490 | $1.27M | 0.09% | −843−8.2% | Reduced |
| Alesco Advisors LLC | 9,506 | $1.28M | 0.04% | −46−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 9,053 | $1.28M | 0.05% | +12+0.1% | Added |