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 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 2,435 | $341.4K | 0.17% | +5+0.2% | Added |
| Commonwealth Financial Services, LLC | 2,446 | $343.0K | 0.07% | +210+9.4% | Added |
| Fruth Investment Management | 2,451 | $343.0K | 0.09% | −5−0.2% | Reduced |
| LGT Group Foundation | 2,458 | $344.7K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,466 | $345.8K | 0.03% | −218−8.1% | Reduced |
| Syon Capital LLC | 2,482 | $348.1K | 0.03% | +669+36.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,483 | $348.1K | 0.17% | +17+0.7% | Added |
| Financial Advisory Service, Inc. | 2,494 | $349.8K | 0.03% | +4+0.2% | Added |
| Silvercrest Asset Management Group LLC | 2,497 | $350.1K | 0.00% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,497 | $350.1K | 0.29% | +500+25.0% | Added |
| Ingalls & Snyder LLC | 2,502 | $351.0K | 0.01% | +2,502 | New |
| Advisor OS, LLC | 2,516 | $352.8K | 0.04% | −25−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,525 | $354.1K | 0.04% | −10.0% | Reduced |
| Country Club Bank | 2,550 | $356.9K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,546 | $357.0K | 0.02% | +2,546 | New |
| Proequities, Inc. | 2,467 | $357.2K | 0.02% | +230+10.3% | Added |
| Patrick M Sweeney & Associates, Inc | 2,563 | $359.5K | 0.27% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,567 | $360.0K | 0.02% | +48+1.9% | Added |
| Ronald Blue Trust, Inc. | 2,568 | $360.1K | 0.00% | −5,056−66.3% | Reduced |
| Brown Capital Management LLC | 2,576 | $361.2K | 0.01% | +284+12.4% | Added |
| Intrust Bank NA | 2,578 | $361.5K | 0.04% | +119+4.8% | Added |
| Westmount Partners, LLC | 2,589 | $363.0K | 0.11% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,590 | $363.2K | 0.21% | −10.0% | Reduced |
| Mather Group, LLC. | 2,590 | $363.2K | 0.00% | +17+0.7% | Added |
| Texas Bank & Trust Co | 2,595 | $363.9K | 0.15% | +2,595 | New |
| Caisse de Depot Et Placement du Quebec | 2,609 | $365.8K | 0.00% | −200−7.1% | Reduced |
| Wood Tarver Financial Group, LLC | 2,619 | $367.0K | 0.12% | +2,619 | New |
| Autumn Glory Partners, LLC | 2,630 | $368.8K | 0.18% | −2,799−51.6% | Reduced |
| Aegis Wealth Management LLC | 2,638 | $369.9K | 0.25% | +2,638 | New |
| Chesapeake Capital Corp | 2,641 | $370.3K | 0.38% | −3,382−56.2% | Reduced |
| World Equity Group, Inc. | 2,644 | $370.7K | 0.08% | +2,644 | New |
| Roberts Glore & Co Inc | 2,650 | $371.6K | 0.11% | −100−3.6% | Reduced |
| Paradigm Financial Partners, LLC | 2,653 | $372.0K | 0.05% | +369+16.2% | Added |
| Douglas Lane & Associates, LLC | 2,653 | $372.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,654 | $372.1K | 0.05% | +86+3.3% | Added |
| Consolidated Planning Corp | 2,658 | $372.7K | 0.05% | +200+8.1% | Added |
| RB Capital Management, LLC | 2,659 | $372.9K | 0.09% | −11−0.4% | Reduced |
| ICW Investment Advisors LLC | 2,690 | $377.2K | 0.16% | −144−5.1% | Reduced |
| One Charles Private Wealth Services, LLC | 2,700 | $378.5K | 0.13% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 2,700 | $378.6K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,702 | $378.9K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,720 | $381.3K | 0.01% | −21−0.8% | Reduced |
| Aprio Wealth Management, LLC | 2,720 | $381.4K | 0.06% | +1,038+61.7% | Added |
| South Plains Financial, Inc. | 2,765 | $387.7K | 0.30% | +2,765 | New |
| D.B. Root & Company, LLC | 2,780 | $389.8K | 0.12% | +11+0.4% | Added |
| Alpha Omega Wealth Management LLC | 2,782 | $390.1K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,785 | $390.5K | 0.19% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,792 | $391.6K | 0.26% | −61−2.1% | Reduced |
| Optimist Retirement Group LLC | 2,809 | $393.9K | 0.19% | −600−17.6% | Reduced |
| Geller Advisors LLC | 2,809 | $393.9K | 0.03% | +54+2.0% | Added |
| Heritage Wealth Advisors | 2,810 | $394.0K | 0.02% | −109−3.7% | Reduced |
| Arrow Financial Corp | 2,818 | $395.1K | 0.04% | −59−2.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,826 | $396.3K | 0.03% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,827 | $396.4K | 0.09% | +15+0.5% | Added |
| AlTi Global, Inc. | 2,831 | $397.2K | 0.01% | +2,831 | New |
| First Heartland Consultants, Inc. | 2,845 | $398.9K | 0.04% | +23+0.8% | Added |
| CX Institutional | 2,845 | $399.0K | 0.02% | −27−0.9% | Reduced |
| New Hampshire Trust | 2,855 | $400.3K | 0.08% | −60−2.1% | Reduced |
| Associated Banc-Corp | 2,869 | $402.3K | 0.01% | −568−16.5% | Reduced |
| MTM Investment Management, LLC | 2,869 | $402.3K | 0.15% | +16+0.6% | Added |
| Catalyst Financial Partners LLC | 2,883 | $404.3K | 0.08% | −82−2.8% | Reduced |
| Forbes J M & Co LLP | 2,884 | $404.4K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,886 | $404.7K | 0.03% | −28−1.0% | Reduced |
| Mattern Wealth Management LLC | 2,888 | $405.0K | 0.09% | −114−3.8% | Reduced |
| Perissos Private Wealth Management, LLC | 2,895 | $405.9K | 0.30% | −212−6.8% | Reduced |
| RW Investment Management LLC | 2,924 | $410.0K | 0.05% | −2,553−46.6% | Reduced |
| Park Place Capital Corp | 2,928 | $410.6K | 0.11% | −134−4.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,930 | $410.8K | 0.04% | −300−9.3% | Reduced |
| KCM Investment Advisors LLC | 2,930 | $410.9K | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,933 | $411.3K | 0.13% | −168−5.4% | Reduced |
| Aureus Asset Management, LLC | 2,938 | $412.0K | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,943 | $412.6K | 0.05% | +223+8.2% | Added |
| Lake Street Advisors Group, LLC | 2,943 | $412.7K | 0.02% | +190+6.9% | Added |
| Carderock Capital Management Inc | 2,950 | $413.6K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,956 | $414.5K | 0.03% | +26+0.9% | Added |
| Cascades Capital Asset Management, LLC | 2,956 | $414.5K | 0.22% | +19+0.6% | Added |
| Summit Wealth Partners, LLC | 2,957 | $414.6K | 0.09% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,958 | $414.8K | 0.28% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,965 | $415.8K | 0.11% | −44−1.5% | Reduced |
| M. Kraus & Co | 2,974 | $417.0K | 0.13% | −44−1.5% | Reduced |
| Fiduciary Financial Group, LLC | 3,000 | $417.2K | 0.09% | +99+3.4% | Added |
| Dorsey & Whitney Trust CO LLC | 2,976 | $417.3K | 0.02% | −1,088−26.8% | Reduced |
| Holderness Investments Co | 2,981 | $418.0K | 0.09% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,989 | $419.0K | 0.12% | +107+3.7% | Added |
| Northcape Wealth Management, LLC | 2,992 | $419.6K | 0.14% | −36−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,994 | $419.8K | 0.01% | +382+14.6% | Added |
| Centiva Capital, LP | 3,002 | $420.9K | 0.02% | −4,849−61.8% | Reduced |
| Close Asset Management Ltd | 3,000 | $421.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,007 | $421.6K | 0.00% | −3,264−52.0% | Reduced |
| Emerald Advisors, LLC | 3,017 | $423.1K | 0.06% | +74+2.5% | Added |
| Mutual Advisors, LLC | 2,881 | $423.1K | 0.01% | +73+2.6% | Added |
| Forum Financial Management, LP | 3,022 | $423.7K | 0.01% | +658+27.8% | Added |
| Pine Haven Investment Counsel, Inc | 3,025 | $424.2K | 0.35% | −535−15.0% | Reduced |
| Brookstone Capital Management | 3,027 | $424.4K | 0.01% | +170+6.0% | Added |
| Strategy Asset Managers LLC | 3,027 | $424.4K | 0.08% | +30+1.0% | Added |
| Maridea Wealth Management LLC | 3,032 | $425.1K | 0.14% | +3,032 | New |
| Pure Financial Advisors, Inc. | 3,034 | $425.4K | 0.01% | +29+1.0% | Added |
| Flaharty Asset Management, LLC | 3,050 | $427.7K | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,055 | $428.4K | 0.08% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,060 | $429.0K | 0.03% | +166+5.7% | Added |