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, Q4 2024
Institutional positions in Paychex Inc as of Dec 31, 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
- 1,639
- +122 vs. Q3 2024
- Shares held
- 280.8M
- +5.67M (+2.1%) vs. Q3 2024
- Total value
- $39.4B
- +$2.55B (+6.9%) vs. Q3 2024
- New holders
- 192
- 586 more added
- Sold out
- 70
- 573 more reduced
29 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rogco, LP | 7,395 | $1.04M | 0.42% | −158−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,401 | $1.04M | 0.08% | −424−5.4% | Reduced |
| J. Safra Sarasin Holding AG | 7,498 | $1.05M | 0.02% | −865−10.3% | Reduced |
| Golden State Equity Partners | 7,552 | $1.06M | 0.20% | +325+4.5% | Added |
| Bard Financial Services, Inc. | 7,570 | $1.06M | 0.13% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,590 | $1.06M | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 7,616 | $1.07M | 0.13% | +115+1.5% | Added |
| Kentucky Trust Co | 7,636 | $1.07M | 0.63% | +7,636 | New |
| McDonald Partners LLC | 7,640 | $1.07M | 0.27% | −40−0.5% | Reduced |
| Voleon Capital Management LP | 7,703 | $1.08M | 0.08% | +7,703 | New |
| Fulton Bank, N.A. | 7,714 | $1.08M | 0.04% | +97+1.3% | Added |
| First National Advisers, LLC | 7,715 | $1.08M | 0.17% | −1,184−13.3% | Reduced |
| Powers Advisory Group, LLC | 7,750 | $1.09M | 0.54% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 7,775 | $1.09M | 0.10% | −169−2.1% | Reduced |
| Kessler Investment Group, LLC | 7,817 | $1.10M | 0.52% | −305−3.8% | Reduced |
| Elevated Capital Advisors, LLC | 7,826 | $1.10M | 0.30% | +43+0.6% | Added |
| Venturi Wealth Management, LLC | 7,846 | $1.10M | 0.05% | +7,665+4,234.8% | Added |
| Kapstone Financial Advisors LLC | 7,505 | $1.10M | 0.59% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 7,887 | $1.11M | 0.13% | −820−9.4% | Reduced |
| Rehmann Capital Advisory Group | 7,925 | $1.11M | 0.07% | −21−0.3% | Reduced |
| Western Financial Corp | 7,926 | $1.11M | 0.61% | +7+0.1% | Added |
| Asset Management Group, Inc. | 7,951 | $1.11M | 0.20% | +48+0.6% | Added |
| S.A. Mason LLC | 7,964 | $1.12M | 0.59% | −65−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 8,002 | $1.12M | 0.10% | +285+3.7% | Added |
| National Asset Management, Inc. | 8,054 | $1.13M | 0.04% | −1,310−14.0% | Reduced |
| Crews Bank & Trust | 8,074 | $1.13M | 0.19% | +8,074 | New |
| Paragon Private Wealth Management, LLC | 8,099 | $1.14M | 0.52% | +554+7.3% | Added |
| Argent Trust Co | 8,100 | $1.14M | 0.05% | +108+1.4% | Added |
| Leisure Capital Management | 8,193 | $1.15M | 0.45% | −699−7.9% | Reduced |
| L.M. Kohn & Company | 8,196 | $1.15M | 0.30% | −165−2.0% | Reduced |
| Csenge Advisory Group | 8,243 | $1.16M | 0.06% | −106−1.3% | Reduced |
| IHT Wealth Management, LLC | 8,258 | $1.16M | 0.04% | −1,799−17.9% | Reduced |
| MOKAN Wealth Management Inc. | 8,265 | $1.16M | 0.74% | +8,265 | New |
| RFG Advisory, LLC | 8,297 | $1.16M | 0.03% | −797−8.8% | Reduced |
| South State Corp. | 8,350 | $1.17M | 0.08% | −437−5.0% | Reduced |
| Moors & Cabot, Inc. | 8,401 | $1.18M | 0.06% | +52+0.6% | Added |
| Ontario Teachers Pension Plan Board | 8,431 | $1.18M | 0.02% | +5,379+176.2% | Added |
| US Asset Management LLC | 8,438 | $1.18M | 1.06% | −312−3.6% | Reduced |
| FORA Capital, LLC | 8,447 | $1.18M | 0.14% | −9,845−53.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 8,447 | $1.18M | 0.60% | +1,599+23.3% | Added |
| Rockland Trust Co | 8,484 | $1.19M | 0.06% | −9−0.1% | Reduced |
| TownSquare Capital, LLC | 8,681 | $1.22M | 0.01% | +1,667+23.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 8,685 | $1.22M | 0.38% | −22−0.3% | Reduced |
| Claro Advisors LLC | 8,721 | $1.22M | 0.17% | −1,241−12.5% | Reduced |
| Meeder Advisory Services, Inc. | 8,754 | $1.23M | 0.08% | −312−3.4% | Reduced |
| Bleakley Financial Group, LLC | 8,758 | $1.23M | 0.04% | +120+1.4% | Added |
| Advocate Group LLC | 8,789 | $1.23M | 0.23% | −54−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 8,817 | $1.24M | 0.02% | +1,159+15.1% | Added |
| Daymark Wealth Partners, LLC | 8,818 | $1.24M | 0.05% | −453−4.9% | Reduced |
| Hilltop National Bank | 8,826 | $1.24M | 0.37% | −193−2.1% | Reduced |
| Hills Bank & Trust Co | 8,843 | $1.24M | 0.09% | −135−1.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,853 | $1.24M | 0.01% | +8,853 | New |
| Empirical Asset Management, LLC | 15,101 | $1.25M | 0.41% | +3,695+32.4% | Added |
| Signaturefd, LLC | 8,930 | $1.25M | 0.02% | +201+2.3% | Added |
| Howard Capital Management Inc. | 8,944 | $1.25M | 0.02% | +263+3.0% | Added |
| Raiffeisen Bank International AG | 9,011 | $1.26M | 0.02% | +9,011 | New |
| Fiduciary Trust Co | 9,024 | $1.27M | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 9,063 | $1.27M | 0.74% | −100−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 9,067 | $1.27M | 0.04% | +14+0.2% | Added |
| Axq Capital, LP | 9,071 | $1.27M | 0.57% | +9,071 | New |
| Evercore Wealth Management, LLC | 9,078 | $1.27M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,107 | $1.28M | 0.00% | −18,036−66.4% | Reduced |
| Empower Advisory Group, LLC | 9,127 | $1.28M | 0.00% | −1,428−13.5% | Reduced |
| Savant Capital, LLC | 9,175 | $1.29M | 0.01% | +194+2.2% | Added |
| East Coast Asset Management, LLC. | 9,178 | $1.29M | 0.43% | −175−1.9% | Reduced |
| HBK Sorce Advisory LLC | 9,225 | $1.29M | 0.04% | −59−0.6% | Reduced |
| Confluence Wealth Services, Inc. | 8,955 | $1.30M | 0.08% | −810−8.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,271 | $1.30M | 0.05% | −125−1.3% | Reduced |
| Essex Financial Services, Inc. | 9,278 | $1.30M | 0.09% | +436+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 9,313 | $1.31M | 0.01% | +74+0.8% | Added |
| Studio Investment Management LLC | 9,355 | $1.31M | 0.28% | +91+1.0% | Added |
| SageView Advisory Group, LLC | 9,419 | $1.32M | 0.06% | +158+1.7% | Added |
| Peapack Gladstone Financial Corp | 9,600 | $1.34M | 0.02% | +31+0.3% | Added |
| South Dakota Investment Council | 9,617 | $1.35M | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,629 | $1.35M | 0.03% | +946+10.9% | Added |
| Bangor Savings Bank | 9,650 | $1.35M | 0.13% | −14−0.1% | Reduced |
| Naviter Wealth, LLC | 9,650 | $1.35M | 0.16% | +2,736+39.6% | Added |
| Financial Advocates Investment Management | 9,652 | $1.35M | 0.08% | −3,796−28.2% | Reduced |
| Pacific Point Advisors, LLC | 9,073 | $1.36M | 0.82% | +9,073 | New |
| Huntington National Bank | 9,703 | $1.36M | 0.01% | −546−5.3% | Reduced |
| Fayez Sarofim & Co | 9,753 | $1.37M | 0.00% | +366+3.9% | Added |
| Allstate Corp | 9,767 | $1.37M | 0.04% | +9,767 | New |
| Bradley Foster & Sargent Inc | 9,770 | $1.37M | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,807 | $1.38M | 0.04% | +22+0.2% | Added |
| Jensen Investment Management Inc | 9,830 | $1.38M | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,840 | $1.38M | 0.01% | −41−0.4% | Reduced |
| Independent Advisor Alliance | 9,842 | $1.38M | 0.02% | +1,222+14.2% | Added |
| EPG Wealth Management LLC | 9,846 | $1.38M | 0.36% | −64−0.6% | Reduced |
| Ossiam | 9,913 | $1.39M | 0.02% | −37−0.4% | Reduced |
| Drake & Associates, LLC | 9,569 | $1.40M | 0.40% | +5,067+112.5% | Added |
| Valmark Advisers, Inc. | 10,149 | $1.42M | 0.02% | +723+7.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,171 | $1.43M | 0.03% | +13+0.1% | Added |
| Farther Finance Advisors, LLC | 10,172 | $1.43M | 0.05% | −55−0.5% | Reduced |
| Costello Asset Management, INC | 10,394 | $1.46M | 0.96% | −11,106−51.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,445 | $1.46M | 0.12% | +148+1.4% | Added |
| Douglass Winthrop Advisors, LLC | 10,466 | $1.47M | 0.03% | −100−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,508 | $1.47M | 0.02% | +225+2.2% | Added |
| Pinnacle Financial Partners Inc | 10,534 | $1.48M | 0.03% | +379+3.7% | Added |
| Hartford Financial Management Inc. | 10,579 | $1.48M | 0.30% | −827−7.3% | Reduced |
| Coldstream Capital Management Inc | 10,615 | $1.49M | 0.03% | +372+3.6% | Added |