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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 522 | $73.2K | 0.00% | +522 | New |
| West Branch Capital LLC | 542 | $76.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 550 | $77.1K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 565 | $79.2K | 0.04% | +257+83.4% | Added |
| Darwin Advisors, LLC | 567 | $79.6K | 0.03% | −67−10.6% | Reduced |
| American National Bank | 568 | $79.6K | 0.01% | +374+192.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 585 | $82.0K | 0.01% | −85−12.7% | Reduced |
| Rothschild Investment LLC | 599 | $84.0K | 0.01% | +15+2.6% | Added |
| Hopwood Financial Services, Inc. | 600 | $84.1K | 0.06% | +600 | New |
| Continuum Advisory, LLC | 604 | $84.7K | 0.01% | −4−0.7% | Reduced |
| General Partner, Inc. | 618 | $86.7K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 634 | $88.9K | 0.01% | −16−2.5% | Reduced |
| Missouri Trust & Investment Co | 637 | $89.3K | 0.03% | −10−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 642 | $90.0K | 0.00% | −72−10.1% | Reduced |
| Canton Hathaway, LLC | 651 | $91.0K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 670 | $93.9K | 0.10% | +670 | New |
| Security National Bank | 675 | $94.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 679 | $95.2K | 0.00% | +3+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 688 | $96.5K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 693 | $97.0K | 0.01% | +203+41.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $98.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 717 | $100.6K | 0.01% | +104+17.0% | Added |
| Hazlett, Burt & Watson, Inc. | 715 | $101.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $105.2K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 754 | $105.7K | 0.01% | +102+15.6% | Added |
| SOA Wealth Advisors, LLC. | 850 | $119.1K | 0.02% | +5+0.6% | Added |
| Menard Financial Group LLC | 859 | $120.4K | 0.07% | +859 | New |
| Eagle Bay Advisors LLC | 868 | $121.8K | 0.08% | −19−2.1% | Reduced |
| Operose Advisors LLC | 870 | $122.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 880 | $123.4K | 0.01% | +62+7.6% | Added |
| Logan Capital Management Inc | 884 | $124.0K | 0.01% | +3+0.3% | Added |
| Boyd Watterson Asset Management LLC | 909 | $127.5K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 913 | $128.0K | 0.03% | +2+0.2% | Added |
| Quent Capital, LLC | 913 | $128.0K | 0.01% | +15+1.7% | Added |
| Cromwell Holdings LLC | 933 | $130.8K | 0.08% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 948 | $133.0K | 0.29% | +3+0.3% | Added |
| Hollencrest Capital Management | 964 | $135.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 968 | $135.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 967 | $136.0K | 0.00% | +362+59.8% | Added |
| Archer Investment Corp | 978 | $137.2K | 0.04% | −9−0.9% | Reduced |
| Morton Brown Family Wealth, LLC | 985 | $138.1K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 999 | $140.1K | 0.04% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $140.2K | 0.09% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 1,014 | $142.2K | 0.13% | +1,014 | New |
| Rialto Wealth Management, LLC | 1,035 | $145.1K | 0.05% | +1,035 | New |
| Addison Advisors LLC | 1,057 | $148.2K | 0.04% | +100+10.4% | Added |
| Deseret Mutual Benefit Administrators | 1,067 | $149.6K | 0.07% | −20−1.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,068 | $149.8K | 0.02% | −582−35.3% | Reduced |
| MCF Advisors LLC | 1,114 | $156.2K | 0.01% | +53+5.0% | Added |
| Barrett & Company, Inc. | 1,120 | $157.0K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,121 | $157.2K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,182 | $163.7K | 0.06% | −37−3.0% | Reduced |
| Putney Financial Group LLC | 1,170 | $164.1K | 0.15% | +1,170 | New |
| SRS Capital Advisors, Inc. | 1,187 | $166.4K | 0.01% | +912+331.6% | Added |
| Louisbourg Investments Inc. | 1,200 | $168.3K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,201 | $168.4K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,234 | $173.0K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,265 | $177.4K | 0.04% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,277 | $179.1K | 0.03% | −173−11.9% | Reduced |
| Old Second National Bank of Aurora | 1,317 | $184.7K | 0.04% | +51+4.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,318 | $184.8K | 0.12% | −7,147−84.4% | Reduced |
| Sentry Investment Management LLC | 1,321 | $185.0K | 0.09% | −215−14.0% | Reduced |
| Evergreen Private Wealth LLC | 1,321 | $185.3K | 0.09% | −1−0.1% | Reduced |
| GoalVest Advisory LLC | 1,388 | $194.6K | 0.05% | +40+3.0% | Added |
| Creative Financial Designs Inc | 1,388 | $194.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,389 | $194.8K | 0.02% | −410−22.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,422 | $199.0K | 0.03% | −7−0.5% | Reduced |
| Zullo Investment Group, Inc. | 1,429 | $200.4K | 0.08% | +1,429 | New |
| Duncker Streett & Co Inc | 1,430 | $200.6K | 0.04% | +4+0.3% | Added |
| Colonial River Wealth Management, LLC | 1,436 | $201.4K | 0.10% | +1,436 | New |
| Keudell/Morrison Wealth Management | 1,437 | $201.5K | 0.05% | +1,437 | New |
| Jaffetilchin Investment Partners, LLC | 1,438 | $201.7K | 0.01% | +4+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,452 | $203.5K | 0.02% | +1,452 | New |
| Bender Robert & Associates | 1,455 | $204.0K | 0.05% | +1,455 | New |
| Cape Ann Savings Bank | 1,457 | $204.3K | 0.12% | +1,457 | New |
| Smithfield Trust Co | 1,450 | $205.0K | 0.01% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,462 | $205.0K | 0.08% | +1,462 | New |
| Vista Finance, LLC | 1,466 | $205.6K | 0.21% | +1,466 | New |
| Axiom Financial Strategies, LLC | 1,467 | $205.7K | 0.11% | −27−1.8% | Reduced |
| Axis Wealth Partners, LLC | 1,469 | $206.0K | 0.17% | +1,469 | New |
| Washington Trust Advisors, Inc. | 1,470 | $206.1K | 0.02% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,470 | $206.1K | 0.13% | +1,470 | New |
| North Star Asset Management Inc | 1,475 | $206.8K | 0.01% | +1,475 | New |
| GTS Securities LLC | 1,476 | $207.0K | 0.01% | −56−3.7% | Reduced |
| TFC Financial Management | 1,483 | $207.9K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,490 | $208.9K | 0.06% | −125−7.7% | Reduced |
| Morningstar Investment Management LLC | 1,493 | $209.0K | 0.02% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,497 | $209.9K | 0.19% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,497 | $210.0K | 0.03% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 1,498 | $210.0K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,500 | $210.0K | 0.02% | 00.0% | Unchanged |
| Baader Bank INC | 1,500 | $210.3K | 0.02% | −68−4.3% | Reduced |
| Capital Investment Services of America, Inc. | 1,500 | $210.3K | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,500 | $210.3K | 0.17% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,501 | $210.5K | 0.05% | +1,501 | New |
| Connecticut Wealth Management, LLC | 1,503 | $210.8K | 0.01% | +1,503 | New |
| Wedgewood Investors Inc | 1,504 | $210.9K | 0.25% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,507 | $211.3K | 0.02% | +1,507 | New |
| PCA Investment Advisory Services Inc. | 1,508 | $211.5K | 0.10% | +2+0.1% | Added |
| Wayfinding Financial, LLC | 1,524 | $213.0K | 0.11% | +1,524 | New |