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 |
|---|---|---|---|---|---|
| Exchange Bank | 1,523 | $213.6K | 0.17% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,530 | $214.5K | 0.02% | +13+0.9% | Added |
| M. Kulyk & Associates, LLC | 1,535 | $215.2K | 0.05% | +5+0.3% | Added |
| Berry Wealth Group, LP | 1,539 | $215.8K | 0.16% | +1,539 | New |
| SNS Financial Group, LLC | 1,539 | $215.8K | 0.02% | +3+0.2% | Added |
| one8zero8, LLC | 1,540 | $215.9K | 0.05% | +1,540 | New |
| Johnson & White Wealth Management, LLC | 1,559 | $216.0K | 0.13% | +1,559 | New |
| Avenue 1 Advisors, LLC | 1,543 | $216.4K | 0.08% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 1,547 | $216.9K | 0.06% | +11+0.7% | Added |
| Sandy Spring Bank | 1,565 | $219.4K | 0.01% | +979+167.1% | Added |
| Live Oak Private Wealth LLC | 1,566 | $219.6K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,570 | $220.1K | 0.07% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,572 | $220.4K | 0.00% | +1,572 | New |
| Cornerstone Capital, Inc. | 1,575 | $220.8K | 0.02% | −65−4.0% | Reduced |
| Kovack Advisors, Inc. | 1,575 | $220.9K | 0.02% | +1,575 | New |
| CVA Family Office, LLC | 1,580 | $221.5K | 0.04% | +192+13.8% | Added |
| First County Bank | 1,581 | $221.7K | 0.12% | +1,581 | New |
| Leo Wealth, LLC | 1,587 | $222.5K | 0.02% | +1,587 | New |
| Independent Financial Group, LLC | 1,594 | $223.5K | 0.01% | −25−1.5% | Reduced |
| Ariadne Wealth Management, LP | 1,512 | $223.7K | 0.10% | +1,512 | New |
| King Wealth | 1,594 | $224.0K | 0.03% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 1,600 | $224.4K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,609 | $225.6K | 0.03% | +6+0.4% | Added |
| Chaney Capital Management, Inc. | 1,610 | $225.7K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,615 | $226.5K | 0.02% | −137−7.8% | Reduced |
| Tritonpoint Wealth, LLC | 1,615 | $226.5K | 0.02% | +3+0.2% | Added |
| Marshall Wace, LLP | 1,621 | $227.3K | 0.00% | +1,621 | New |
| Los Angeles Capital Management LLC | 1,623 | $227.6K | 0.00% | −4,593−73.9% | Reduced |
| Verity Asset Management, Inc. | 1,633 | $228.3K | 0.13% | −1,633−50.0% | Reduced |
| Goelzer Investment Management, Inc. | 1,630 | $228.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,630 | $228.6K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,632 | $228.8K | 0.02% | +89+5.8% | Added |
| Valley National Advisers Inc | 1,639 | $229.0K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 1,631 | $229.0K | 0.01% | +8+0.5% | Added |
| SignalPoint Asset Management, LLC | 1,634 | $229.1K | 0.06% | −97−5.6% | Reduced |
| Intrua Financial, LLC | 1,636 | $229.3K | 0.04% | +56+3.5% | Added |
| Cullinan Associates Inc | 1,636 | $229.5K | 0.01% | −1,264−43.6% | Reduced |
| Glen Eagle Advisors, LLC | 1,637 | $229.5K | 0.04% | −45−2.7% | Reduced |
| TCFG Wealth Management, LLC | 1,644 | $230.5K | 0.12% | −23−1.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,648 | $231.1K | 0.21% | +1,648 | New |
| Baldwin Investment Management, LLC | 1,650 | $231.4K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,650 | $231.4K | 0.05% | +1,400+560.0% | Added |
| Allred Capital Management, LLC | 1,653 | $231.8K | 0.09% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,657 | $232.3K | 0.00% | +59+3.7% | Added |
| Cornerstone Wealth Group, LLC | 1,666 | $233.5K | 0.02% | +5+0.3% | Added |
| Measured Wealth Private Client Group, LLC | 1,674 | $234.7K | 0.08% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,676 | $235.0K | 0.02% | −492−22.7% | Reduced |
| Indie Asset Partners, LLC | 1,685 | $236.3K | 0.19% | −564−25.1% | Reduced |
| Opus Capital Group, LLC | 1,692 | $237.0K | 0.03% | −384−18.5% | Reduced |
| Holos Integrated Wealth LLC | 1,707 | $239.4K | 0.16% | +1,707 | New |
| Ameritas Advisory Services, LLC | 1,709 | $239.6K | 0.01% | +171+11.1% | Added |
| Zhang Financial LLC | 1,709 | $239.6K | 0.01% | +46+2.8% | Added |
| Monument Capital Management | 1,714 | $240.4K | 0.07% | +72+4.4% | Added |
| Unionview, LLC | 1,721 | $241.3K | 0.18% | 00.0% | Unchanged |
| Charter Trust Co | 1,724 | $241.7K | 0.02% | −63−3.5% | Reduced |
| Measured Risk Portfolios, Inc. | 1,745 | $244.7K | 0.27% | +1,745 | New |
| LMCG Investments, LLC | 1,750 | $245.4K | 0.02% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,750 | $245.4K | 0.07% | 00.0% | Unchanged |
| SP Asset Management LLC | 1,761 | $246.9K | 0.02% | −690−28.2% | Reduced |
| S&CO Inc | 1,775 | $248.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,775 | $248.9K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 1,782 | $249.9K | 0.08% | −3,751−67.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,790 | $251.0K | 0.14% | +1,790 | New |
| BCJ Capital Management, LLC | 1,795 | $251.7K | 0.02% | −270−13.1% | Reduced |
| Perpetual Ltd | 1,800 | $252.4K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,803 | $252.8K | 0.02% | +166+10.1% | Added |
| TRUE Private Wealth Advisors | 1,818 | $254.9K | 0.03% | −20−1.1% | Reduced |
| Syntax Research, Inc. | 1,826 | $256.0K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 1,828 | $256.3K | 0.01% | +33+1.8% | Added |
| KC Investment Advisors, LLC | 1,829 | $256.5K | 0.10% | +1+0.1% | Added |
| Morris Retirement Advisors, LLC | 1,831 | $256.7K | 0.14% | +61+3.4% | Added |
| Wealth Group, Ltd. | 1,832 | $257.0K | 0.17% | +332+22.1% | Added |
| Oak Hill Wealth Advisors, LLC | 1,840 | $258.0K | 0.06% | +1,840 | New |
| Cranbrook Wealth Management, LLC | 1,850 | $259.4K | 0.06% | +120+6.9% | Added |
| Aspen Investment Management Inc | 1,860 | $261.0K | 0.12% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,865 | $261.5K | 0.04% | +3+0.2% | Added |
| Magnus Financial Group LLC | 1,868 | $262.0K | 0.03% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,871 | $262.3K | 0.02% | −22−1.2% | Reduced |
| Brady Family Wealth, LLC | 1,874 | $262.8K | 0.08% | −8−0.4% | Reduced |
| Schwartz Investment Counsel Inc | 1,879 | $263.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,886 | $264.5K | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,891 | $265.2K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 1,898 | $266.3K | 0.01% | −47−2.4% | Reduced |
| Sava Infond d.o.o. | 1,900 | $266.4K | 0.05% | +1,900 | New |
| StoneX Group Inc. | 1,901 | $266.5K | 0.01% | +1,901 | New |
| Centennial Bank | 1,901 | $266.6K | 0.13% | −61−3.1% | Reduced |
| Brass Tax Wealth Management, Inc | 1,904 | $267.0K | 0.06% | −220−10.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,905 | $267.1K | 0.02% | +4+0.2% | Added |
| First Affirmative Financial Network | 1,908 | $267.5K | 0.15% | −119−5.9% | Reduced |
| Wilkins Investment Counsel Inc | 1,911 | $268.0K | 0.04% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,911 | $268.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,919 | $268.6K | 0.03% | +668+53.4% | Added |
| Midland Wealth Advisors LLC | 1,919 | $269.1K | 0.02% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,924 | $269.9K | 0.02% | −998−34.2% | Reduced |
| Rockline Wealth Management, LLC | 1,929 | $270.5K | 0.07% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,935 | $271.3K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,941 | $272.0K | 0.17% | −288−12.9% | Reduced |
| Vaughan David Investments LLC | 1,940 | $272.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,944 | $272.6K | 0.04% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,945 | $272.7K | 0.04% | −7−0.4% | Reduced |