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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 10,654 | $1.49M | 0.32% | −289−2.6% | Reduced |
| King Luther Capital Management Corp | 10,665 | $1.50M | 0.01% | −1,029−8.8% | Reduced |
| Assetmark, Inc | 10,677 | $1.50M | 0.00% | +916+9.4% | Added |
| Forte Capital LLC | 10,679 | $1.50M | 0.17% | −23,058−68.3% | Reduced |
| Modern Wealth Management, LLC | 10,735 | $1.51M | 0.06% | −525−4.7% | Reduced |
| Boomfish Wealth Group, LLC | 10,740 | $1.51M | 0.91% | +240+2.3% | Added |
| Axxcess Wealth Management, LLC | 10,761 | $1.51M | 0.04% | −748−6.5% | Reduced |
| Miracle Mile Advisors, LLC | 10,808 | $1.52M | 0.03% | +5,153+91.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,820 | $1.52M | 0.06% | +256+2.4% | Added |
| Covenant Partners, LLC | 10,822 | $1.52M | 0.47% | −1,554−12.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 10,843 | $1.52M | 1.02% | +4,239+64.2% | Added |
| First City Capital Management, Inc. | 10,847 | $1.52M | 0.81% | −240−2.2% | Reduced |
| Greenfield Savings Bank | 10,853 | $1.52M | 0.73% | −155−1.4% | Reduced |
| Donoghue Forlines LLC | 10,885 | $1.53M | 0.51% | +1,443+15.3% | Added |
| Empirical Finance, LLC | 10,953 | $1.54M | 0.09% | −129−1.2% | Reduced |
| Cumberland Partners Ltd | 11,000 | $1.54M | 0.11% | −2,000−15.4% | Reduced |
| Capital Investment Advisors, LLC | 11,048 | $1.55M | 0.03% | +830+8.1% | Added |
| Allworth Financial LP | 10,777 | $1.56M | 0.01% | +1,382+14.7% | Added |
| Independence Bank of Kentucky | 11,176 | $1.57M | 0.24% | +7,365+193.3% | Added |
| Thomas Story & Son LLC | 11,195 | $1.57M | 0.66% | 00.0% | Unchanged |
| Dearborn Partners LLC | 11,234 | $1.58M | 0.07% | +350+3.2% | Added |
| Crestline Management, LP | 11,241 | $1.58M | 0.05% | +5,596+99.1% | Added |
| Aspiriant, LLC | 11,294 | $1.58M | 0.06% | −385−3.3% | Reduced |
| Ballentine Partners, LLC | 11,310 | $1.59M | 0.03% | +350+3.2% | Added |
| Uhlmann Price Securities, LLC | 11,353 | $1.59M | 1.20% | +366+3.3% | Added |
| HB Wealth Management, LLC | 11,417 | $1.60M | 0.02% | +1,564+15.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,434 | $1.60M | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,441 | $1.60M | 0.09% | −1,435−11.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,454 | $1.61M | 0.15% | −66−0.6% | Reduced |
| Allianz SE | 11,527 | $1.61M | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 11,516 | $1.61M | 0.02% | +4,076+54.8% | Added |
| Exchange Traded Concepts, LLC | 11,525 | $1.62M | 0.03% | −157−1.3% | Reduced |
| Commerzbank Aktiengesellschaft | 11,584 | $1.62M | 0.04% | +769+7.1% | Added |
| Marks Group Wealth Management, Inc | 11,740 | $1.65M | 0.16% | +113+1.0% | Added |
| Howe & Rusling Inc | 11,752 | $1.65M | 0.14% | −2,346−16.6% | Reduced |
| Icon Wealth Advisors, LLC | 11,754 | $1.65M | 0.14% | +55+0.5% | Added |
| IVC Wealth Advisors LLC | 11,807 | $1.66M | 0.93% | −241−2.0% | Reduced |
| Wetherby Asset Management Inc | 11,858 | $1.66M | 0.08% | −359−2.9% | Reduced |
| Jain Global LLC | 11,961 | $1.68M | 0.05% | +11,961 | New |
| Commonwealth Retirement Investments LLC | 11,965 | $1.68M | 0.69% | +154+1.3% | Added |
| Pensionfund Sabic | 12,050 | $1.69M | 0.45% | +2,300+23.6% | Added |
| Carnegie Capital Asset Management, LLC | 12,263 | $1.72M | 0.05% | +5,880+92.1% | Added |
| We Are One Seven, LLC | 12,291 | $1.72M | 0.07% | +1,102+9.8% | Added |
| Vontobel Holding Ltd. | 12,293 | $1.72M | 0.01% | +974+8.6% | Added |
| Exeter Financial, LLC | 12,384 | $1.74M | 0.80% | +206+1.7% | Added |
| Johnson Financial Group, Inc. | 11,768 | $1.74M | 0.08% | −815−6.5% | Reduced |
| Tompkins Financial Corp | 12,447 | $1.75M | 0.16% | −86−0.7% | Reduced |
| LMG Wealth Partners, LLC | 12,509 | $1.75M | 0.38% | +51+0.4% | Added |
| BLB&B Advisors, LLC | 12,517 | $1.76M | 0.09% | −565−4.3% | Reduced |
| Wedbush Securities Inc | 12,526 | $1.76M | 0.06% | −219−1.7% | Reduced |
| Cresset Asset Management, LLC | 12,543 | $1.76M | 0.01% | −17,766−58.6% | Reduced |
| Verdence Capital Advisors LLC | 12,660 | $1.78M | 0.14% | +23+0.2% | Added |
| Columbus Macro, LLC | 12,701 | $1.78M | 0.25% | +6,418+102.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,852 | $1.79M | 0.66% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,812 | $1.80M | 0.02% | −14,769−53.5% | Reduced |
| Access Financial Services, Inc. | 12,831 | $1.80M | 0.80% | −149−1.1% | Reduced |
| Atwood & Palmer Inc | 12,887 | $1.81M | 0.12% | −40.0% | Reduced |
| Hall Capital Management Co Inc | 12,900 | $1.81M | 0.84% | +12,900 | New |
| Global Retirement Partners, LLC | 12,901 | $1.81M | 0.05% | −816−5.9% | Reduced |
| Dakota Wealth Management | 12,920 | $1.81M | 0.04% | +8+0.1% | Added |
| Wealthspire Advisors, LLC | 13,099 | $1.84M | 0.02% | −814−5.9% | Reduced |
| Matrix Trust Co | 13,120 | $1.84M | 0.32% | +30+0.2% | Added |
| MAI Capital Management | 13,134 | $1.84M | 0.01% | +4,161+46.4% | Added |
| Cornerstone Advisors, LLC | 13,200 | $1.85M | 0.07% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,220 | $1.85M | 0.02% | −16,019−54.8% | Reduced |
| Principal Securities, Inc. | 13,338 | $1.87M | 0.04% | +459+3.6% | Added |
| Anchor Investment Management, LLC | 13,344 | $1.87M | 0.17% | −150−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,454 | $1.89M | 0.02% | +27+0.2% | Added |
| Sigma Planning Corp | 13,598 | $1.91M | 0.06% | +1,326+10.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 14,319 | $1.92M | 0.64% | −252−1.7% | Reduced |
| Lee Financial Co | 13,705 | $1.92M | 0.27% | −190−1.4% | Reduced |
| Redwood Investment Management, LLC | 13,898 | $1.95M | 0.19% | −984−6.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 14,064 | $1.97M | 0.12% | +14,064 | New |
| Redmond Asset Management, LLC | 14,100 | $1.98M | 0.49% | +970+7.4% | Added |
| Sterling Capital Management LLC | 14,182 | $1.99M | 0.03% | +4,194+42.0% | Added |
| Washington Trust Co | 14,260 | $2.00M | 0.07% | +327+2.3% | Added |
| Palisade Asset Management, LLC | 14,342 | $2.01M | 0.20% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14,373 | $2.02M | 0.15% | +376+2.7% | Added |
| Great Lakes Retirement, Inc. | 14,407 | $2.02M | 0.26% | −293−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,444 | $2.03M | 0.09% | +662+4.8% | Added |
| RSM US Wealth Management LLC | 14,462 | $2.03M | 0.03% | −286−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 14,500 | $2.03M | 0.05% | +1,300+9.8% | Added |
| Empire Financial Management Company, LLC | 14,513 | $2.04M | 0.63% | +405+2.9% | Added |
| Portfolio Design Labs, LLC | 14,555 | $2.04M | 0.42% | +1,412+10.7% | Added |
| Trilogy Capital Inc. | 14,623 | $2.05M | 0.11% | +14,623 | New |
| Strong Tower Advisory Services | 14,667 | $2.06M | 0.54% | +652+4.7% | Added |
| Essential Planning, LLC. | 14,555 | $2.07M | 0.01% | +14,555 | New |
| Bollard Group LLC | 14,874 | $2.09M | 0.06% | +77+0.5% | Added |
| Ameritas Investment Partners, Inc. | 14,902 | $2.09M | 0.07% | +502+3.5% | Added |
| Midwest Professional Planners, LTD. | 14,954 | $2.10M | 0.63% | +999+7.2% | Added |
| Resources Investment Advisors, LLC. | 15,187 | $2.13M | 0.02% | −14−0.1% | Reduced |
| Ci Investments Inc. | 15,206 | $2.13M | 0.01% | +3,893+34.4% | Added |
| Hancock Whitney Corp | 15,245 | $2.14M | 0.07% | −52−0.3% | Reduced |
| New Mexico Educational Retirement Board | 15,248 | $2.14M | 0.07% | −400−2.6% | Reduced |
| Samjo Management, LLC | 15,410 | $2.16M | 0.81% | −50−0.3% | Reduced |
| Soltis Investment Advisors LLC | 15,416 | $2.16M | 0.20% | +13,854+886.9% | Added |
| J. W. Coons Advisors, LLC | 15,428 | $2.16M | 0.56% | −175−1.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,461 | $2.17M | 0.44% | −645−4.0% | Reduced |
| GHP Investment Advisors, Inc. | 15,464 | $2.17M | 0.10% | +2,282+17.3% | Added |
| Atria Wealth Solutions, Inc. | 15,521 | $2.18M | 0.02% | −716−4.4% | Reduced |