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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 1,947 | $273.1K | 0.01% | +1,947 | New |
| Aaron Wealth Advisors | 1,949 | $273.3K | 0.03% | +63+3.3% | Added |
| Phillips Wealth Planners LLC | 1,971 | $274.1K | 0.27% | −31−1.5% | Reduced |
| BSW Wealth Partners | 1,956 | $274.3K | 0.04% | +445+29.5% | Added |
| Enclave Advisors LLC | 1,957 | $274.4K | 0.05% | −3−0.2% | Reduced |
| Founders Financial Alliance, LLC | 1,959 | $274.7K | 0.08% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,960 | $274.8K | 0.06% | +24+1.2% | Added |
| City State Bank | 1,962 | $275.1K | 0.10% | −76−3.7% | Reduced |
| Groupama Asset Managment | 1,984 | $277.7K | 0.01% | −12,268−86.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,989 | $278.9K | 0.16% | +2+0.1% | Added |
| KPP Advisory Services LLC | 1,998 | $280.2K | 0.07% | −6−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,000 | $280.4K | 0.01% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $280.4K | 0.07% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,000 | $280.4K | 0.14% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,000 | $280.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,007 | $281.4K | 0.18% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 2,012 | $282.1K | 0.28% | +18+0.9% | Added |
| Dodds Wealth, LLC | 1,962 | $284.0K | 0.09% | 00.0% | Unchanged |
| Aries Wealth Management | 2,039 | $285.9K | 0.08% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,043 | $286.5K | 0.02% | +5+0.2% | Added |
| WNY Asset Management, LLC | 2,045 | $286.8K | 0.04% | +3+0.1% | Added |
| Aberdeen Wealth Management LLC | 2,055 | $288.2K | 0.20% | +2+0.1% | Added |
| Community Bank, N.A. | 2,075 | $291.0K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,089 | $292.9K | 0.02% | +104+5.2% | Added |
| FLC Capital Advisors | 2,089 | $292.9K | 0.07% | 00.0% | Unchanged |
| First Interstate Bank | 2,094 | $293.6K | 0.02% | −6−0.3% | Reduced |
| Nixon Peabody Trust Co | 2,096 | $293.9K | 0.02% | +171+8.9% | Added |
| Hunter Associates Investment Management LLC | 2,088 | $294.0K | 0.04% | +83+4.1% | Added |
| Sloy Dahl & Holst, LLC | 2,100 | $294.5K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,108 | $295.6K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,116 | $296.7K | 0.16% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,121 | $297.4K | 0.08% | +75+3.7% | Added |
| WBH Advisory Inc | 2,124 | $297.8K | 0.03% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,128 | $298.3K | 0.15% | −10.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,129 | $298.6K | 0.01% | −63−2.9% | Reduced |
| Oakworth Capital, Inc. | 2,132 | $298.9K | 0.02% | −10−0.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,132 | $298.9K | 0.10% | +115+5.7% | Added |
| Trust Point Inc. | 2,137 | $299.6K | 0.02% | +7+0.3% | Added |
| Alpha Family Trust | 2,150 | $301.5K | 0.17% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,152 | $301.8K | 0.02% | 00.0% | Unchanged |
| Family Legacy, Inc. | 2,160 | $302.9K | 0.10% | +60+2.9% | Added |
| IFG Advisory, LLC | 2,171 | $304.4K | 0.02% | +2,171 | New |
| Ledyard National Bank | 2,173 | $304.7K | 0.03% | −6−0.3% | Reduced |
| Kidder Stephen W | 2,175 | $305.0K | 0.09% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,178 | $305.4K | 0.28% | −29−1.3% | Reduced |
| Carmel Capital Partners, LLC | 2,178 | $305.4K | 0.12% | −28−1.3% | Reduced |
| Moseley Investment Management Inc | 2,180 | $305.6K | 0.12% | +7+0.3% | Added |
| F/M Investments LLC | 2,185 | $306.4K | 0.01% | +2,185 | New |
| Executive Wealth Management, LLC | 2,187 | $306.7K | 0.02% | +251+13.0% | Added |
| Great Valley Advisor Group, Inc. | 2,193 | $307.5K | 0.01% | +135+6.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,195 | $307.8K | 0.01% | +4+0.2% | Added |
| Gray Wealth Management Inc. | 2,195 | $307.8K | 0.12% | −99−4.3% | Reduced |
| Sunflower Bank, N.A. | 2,196 | $307.9K | 0.09% | +120+5.8% | Added |
| St Germain D J Co Inc | 2,199 | $308.3K | 0.01% | +1,250+131.7% | Added |
| Searle & Co. | 2,200 | $308.5K | 0.09% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,205 | $309.2K | 0.22% | +11+0.5% | Added |
| Park Edge Advisors, LLC | 2,210 | $309.9K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,228 | $312.4K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,229 | $312.6K | 0.02% | +262+13.3% | Added |
| Red Door Wealth Management, LLC | 2,237 | $313.7K | 0.05% | +2,237 | New |
| Edgemoor Investment Advisors, Inc. | 2,238 | $313.9K | 0.03% | +500+28.8% | Added |
| Wesbanco Bank Inc | 2,241 | $314.2K | 0.01% | −244−9.8% | Reduced |
| Insigneo Advisory Services, LLC | 2,247 | $315.1K | 0.03% | −1,446−39.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,247 | $315.1K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,248 | $315.2K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,249 | $315.4K | 0.02% | −270−10.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,123 | $315.5K | 0.03% | +352+19.9% | Added |
| Perennial Investment Advisors, LLC | 2,256 | $316.3K | 0.04% | +260+13.0% | Added |
| Arete Wealth Advisors, LLC | 2,263 | $317.0K | 0.02% | +580+34.5% | Added |
| Optivise Advisory Services LLC | 2,264 | $317.5K | 0.17% | +86+3.9% | Added |
| Acadian Asset Management LLC | 2,272 | $318.0K | 0.00% | −736−24.5% | Reduced |
| Apeiron RIA LLC | 2,272 | $318.6K | 0.09% | −1,992−46.7% | Reduced |
| First Manhattan Co | 2,277 | $319.3K | 0.00% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,277 | $319.3K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,281 | $319.8K | 0.06% | −255−10.1% | Reduced |
| Verum Partners LLC | 2,289 | $321.0K | 0.09% | +46+2.1% | Added |
| Navalign, LLC | 2,289 | $321.0K | 0.09% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 2,296 | $321.9K | 0.27% | +2,296 | New |
| ProVise Management Group, LLC | 2,300 | $322.5K | 0.03% | −1,163−33.6% | Reduced |
| BancorpSouth Bank | 2,303 | $322.9K | 0.02% | −156−6.3% | Reduced |
| Penserra Capital Management LLC | 2,321 | $324.0K | 0.01% | +780+50.6% | Added |
| Bank Ozk | 2,319 | $325.2K | 0.13% | −10.0% | Reduced |
| Martin Capital Partners, LLC | 2,341 | $328.0K | 0.39% | −3,840−62.1% | Reduced |
| Harold Davidson & Associates Inc. | 2,340 | $328.1K | 0.16% | +2,340 | New |
| Lavaca Capital LLC | 2,345 | $328.8K | 0.14% | +15+0.6% | Added |
| Loudon Investment Management, LLC | 2,350 | $329.5K | 0.19% | 00.0% | Unchanged |
| Security Financial Services, INC. | 2,362 | $331.2K | 0.07% | +101+4.5% | Added |
| Catalina Capital Group, LLC | 2,365 | $331.7K | 0.11% | +97+4.3% | Added |
| CRA Financial Services, LLC | 2,370 | $332.3K | 0.06% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,372 | $332.7K | 0.04% | +8+0.3% | Added |
| Sterling Investment Counsel, LLC | 2,375 | $333.0K | 0.22% | −55−2.3% | Reduced |
| Pettee Investors, Inc. | 2,375 | $333.0K | 0.17% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,391 | $335.3K | 0.02% | +75+3.2% | Added |
| Belpointe Asset Management LLC | 2,574 | $337.8K | 0.02% | +2+0.1% | Added |
| Optas, LLC | 2,415 | $338.6K | 0.07% | +19+0.8% | Added |
| Oarsman Capital, Inc. | 2,418 | $339.1K | 0.06% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,424 | $339.8K | 0.11% | −10.0% | Reduced |
| Fulcrum Capital LLC | 2,428 | $340.5K | 0.07% | +182+8.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,430 | $340.7K | 0.02% | −1,600−39.7% | Reduced |
| Wambolt & Associates, LLC | 2,431 | $340.9K | 0.11% | −606−20.0% | Reduced |