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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 24,424 | $3.42M | 0.89% | −374−1.5% | Reduced |
| Caldwell Trust Co | 24,482 | $3.43M | 0.36% | −540−2.2% | Reduced |
| Sheets Smith Wealth Management | 24,636 | $3.45M | 0.42% | +10.0% | Added |
| Whittier Trust Co | 24,774 | $3.47M | 0.05% | +8,519+52.4% | Added |
| White Pine Investment CO | 25,087 | $3.52M | 0.95% | +761+3.1% | Added |
| First Citizens Bank & Trust Co | 25,299 | $3.55M | 0.07% | −1,786−6.6% | Reduced |
| Gulf International Bank (UK) Ltd | 25,403 | $3.56M | 0.09% | −272−1.1% | Reduced |
| Inlet Private Wealth, LLC | 25,455 | $3.57M | 0.94% | +100+0.4% | Added |
| Borer Denton & Associates, Inc. | 25,596 | $3.59M | 1.25% | +1,115+4.6% | Added |
| Courier Capital LLC | 25,755 | $3.61M | 0.25% | +393+1.5% | Added |
| Meridian Wealth Management, LLC | 25,796 | $3.62M | 0.17% | +823+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 25,907 | $3.63M | 0.13% | +124+0.5% | Added |
| Great Lakes Advisors, LLC | 26,043 | $3.65M | 0.03% | −2,392−8.4% | Reduced |
| Dean Investment Associates, LLC | 26,082 | $3.66M | 0.52% | −308−1.2% | Reduced |
| JPL Wealth Management, LLC | 26,145 | $3.67M | 1.05% | +26,145 | New |
| CoreCap Advisors, LLC | 26,251 | $3.68M | 0.17% | +13,286+102.5% | Added |
| Jackson Wealth Management, LLC | 26,439 | $3.71M | 0.42% | +26,439 | New |
| PGGM Investments | 26,468 | $3.71M | 0.05% | +3,664+16.1% | Added |
| UniSuper Management Pty Ltd | 26,513 | $3.72M | 0.03% | +5,025+23.4% | Added |
| NewEdge Wealth, LLC | 26,602 | $3.73M | 0.06% | +42+0.2% | Added |
| Vista Investment Partners LLC | 26,765 | $3.75M | 1.17% | +110.0% | Added |
| Tower Research Capital LLC (TRC) | 26,807 | $3.76M | 0.07% | +12,709+90.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,845 | $3.76M | 0.76% | +8,119+43.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,026 | $3.79M | 0.04% | −1,082−3.8% | Reduced |
| 1832 Asset Management L.P. | 27,063 | $3.79M | 0.01% | −98−0.4% | Reduced |
| PFG Advisors | 27,063 | $3.79M | 0.23% | −114−0.4% | Reduced |
| Ceera Investments, LLC | 27,435 | $3.85M | 1.32% | −200−0.7% | Reduced |
| Berkeley, Inc | 27,470 | $3.85M | 1.99% | −27,766−50.3% | Reduced |
| Oregon Public Employees Retirement Fund | 27,474 | $3.85M | 0.07% | +30+0.1% | Added |
| Financial Advisory Partners, LLC | 28,099 | $3.94M | 1.31% | −88−0.3% | Reduced |
| First Horizon Advisors, Inc. | 28,356 | $3.98M | 0.11% | +1,084+4.0% | Added |
| Royal Fund Management, LLC | 28,003 | $3.98M | 0.43% | −26,335−48.5% | Reduced |
| Rodgers Brothers Inc. | 28,985 | $4.06M | 0.53% | −50−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 29,076 | $4.08M | 0.11% | −26,210−47.4% | Reduced |
| D.A. Davidson & Co. | 29,569 | $4.15M | 0.03% | −122−0.4% | Reduced |
| Zions Bancorporation, N.A. | 29,708 | $4.17M | 0.26% | +3,423+13.0% | Added |
| Webster Bank, N. A. | 29,754 | $4.17M | 0.45% | −909−3.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 29,857 | $4.19M | 0.60% | +29,857 | New |
| YHB Investment Advisors, Inc. | 29,947 | $4.20M | 0.34% | −3,392−10.2% | Reduced |
| Mizuho Securities USA LLC | 30,358 | $4.26M | 0.08% | +9,574+46.1% | Added |
| Rockefeller Capital Management L.P. | 30,374 | $4.26M | 0.01% | +2,980+10.9% | Added |
| Rowland & Co Investment Counsel | 30,588 | $4.29M | 0.90% | −76−0.2% | Reduced |
| Profund Advisors LLC | 30,616 | $4.29M | 0.16% | +2,614+9.3% | Added |
| Thrivent Financial for Lutherans | 30,173 | $4.30M | 0.01% | −375−1.2% | Reduced |
| Toroso Investments, LLC | 31,003 | $4.35M | 0.04% | −8,392−21.3% | Reduced |
| Kestra Private Wealth Services, LLC | 31,204 | $4.38M | 0.07% | −15,506−33.2% | Reduced |
| Signature Wealth Management Group | 31,259 | $4.38M | 1.76% | −429−1.4% | Reduced |
| Wendell David Associates Inc | 31,378 | $4.40M | 0.44% | −2,970−8.6% | Reduced |
| Advisory Services Network, LLC | 31,593 | $4.43M | 0.08% | +332+1.1% | Added |
| Twin Capital Management Inc | 31,613 | $4.43M | 0.49% | +302+1.0% | Added |
| Pinebridge Investments, L.P. | 31,707 | $4.45M | 0.03% | −38,519−54.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 31,795 | $4.46M | 0.07% | +31,795 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,547 | $4.52M | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 32,473 | $4.55M | 1.71% | +541+1.7% | Added |
| Davy Global Fund Management Ltd | 32,628 | $4.58M | 0.54% | −558−1.7% | Reduced |
| Argyle Capital Management Inc. | 33,215 | $4.66M | 1.83% | +590+1.8% | Added |
| Hamilton Point Investment Advisors, LLC | 33,306 | $4.67M | 0.84% | +601+1.8% | Added |
| Dynamic Advisor Solutions LLC | 33,342 | $4.68M | 0.20% | −983−2.9% | Reduced |
| CWM Advisors, LLC | 33,395 | $4.68M | 0.52% | −838−2.4% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 33,450 | $4.69M | 2.28% | −337−1.0% | Reduced |
| DF Dent & Co Inc | 34,023 | $4.77M | 0.06% | −355−1.0% | Reduced |
| Keybank National Association | 34,292 | $4.81M | 0.02% | +211+0.6% | Added |
| Apollon Wealth Management, LLC | 34,462 | $4.83M | 0.11% | +5,228+17.9% | Added |
| Howland Capital Management LLC | 34,502 | $4.84M | 0.21% | −790−2.2% | Reduced |
| Fifth Third Bancorp | 34,539 | $4.84M | 0.02% | −77−0.2% | Reduced |
| EP Wealth Advisors, LLC | 34,699 | $4.87M | 0.04% | −1,665−4.6% | Reduced |
| Elo Mutual Pension Insurance Co | 34,735 | $4.87M | 0.10% | +6,125+21.4% | Added |
| Kestra Advisory Services, LLC | 34,955 | $4.90M | 0.03% | −3,673−9.5% | Reduced |
| Oak Associates, Ltd | 35,175 | $4.93M | 0.34% | −540−1.5% | Reduced |
| Opus Investment Management Inc | 35,400 | $4.96M | 3.67% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 35,523 | $4.98M | 0.12% | +2,108+6.3% | Added |
| William Allan, LLC | 35,544 | $4.98M | 3.06% | +534+1.5% | Added |
| Wellington Management Group LLP | 36,027 | $5.05M | 0.00% | −10,352−22.3% | Reduced |
| Davenport & Co LLC | 36,057 | $5.06M | 0.03% | +12,732+54.6% | Added |
| Community Bank & Trust, Waco, Texas | 36,151 | $5.07M | 1.17% | −140.0% | Reduced |
| Capital Group Private Client Services, Inc. | 36,453 | $5.11M | 0.05% | −428−1.2% | Reduced |
| State of Alaska, Department of Revenue | 36,524 | $5.12M | 0.06% | −4,364−10.7% | Reduced |
| Sandhill Capital Partners LLC | 36,550 | $5.13M | 0.40% | +204+0.6% | Added |
| Financial Advisors Network, Inc. | 36,974 | $5.18M | 0.86% | +36,974 | New |
| Hilltop Holdings Inc. | 37,038 | $5.19M | 0.33% | +191+0.5% | Added |
| Capital Investment Counsel, LLC | 37,117 | $5.20M | 0.87% | +614+1.7% | Added |
| Candriam Luxembourg S.C.A. | 37,127 | $5.21M | 0.03% | +5,293+16.6% | Added |
| Prospector Partners LLC | 37,222 | $5.22M | 0.59% | +345+0.9% | Added |
| D. E. Shaw & Co., Inc. | 37,267 | $5.23M | 0.01% | −29,295−44.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,629 | $5.28M | 0.05% | +3,279+9.5% | Added |
| Ridgepath Capital Management LLC | 37,870 | $5.31M | 2.45% | +245+0.7% | Added |
| Financial Counselors Inc | 38,039 | $5.33M | 0.08% | −637−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 38,292 | $5.37M | 0.01% | +82+0.2% | Added |
| GWM Advisors LLC | 38,319 | $5.37M | 0.03% | +1,406+3.8% | Added |
| Mutual of America Capital Management LLC | 38,378 | $5.38M | 0.06% | −1,098−2.8% | Reduced |
| Arkadios Wealth Advisors | 38,729 | $5.43M | 0.30% | +4,543+13.3% | Added |
| Siemens Fonds Invest GmbH | 38,816 | $5.43M | 0.57% | +1,598+4.3% | Added |
| Trust Co of Vermont | 38,926 | $5.46M | 0.27% | −617−1.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 39,265 | $5.51M | 2.00% | +580+1.5% | Added |
| Stonebridge Financial Group, LLC | 39,363 | $5.52M | 0.61% | +39,363 | New |
| Auxier Asset Management | 39,620 | $5.56M | 0.86% | −1,364−3.3% | Reduced |
| Public Sector Pension Investment Board | 39,660 | $5.56M | 0.02% | +26,144+193.4% | Added |
| Baldwin Brothers Inc | 40,189 | $5.64M | 0.39% | −3,373−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 40,190 | $5.64M | 0.05% | +3,140+8.5% | Added |
| Vident Advisory, LLC | 40,525 | $5.68M | 0.10% | +1,364+3.5% | Added |