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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 3,079 | $431.7K | 0.03% | +2+0.1% | Added |
| Univest Financial Corp | 3,079 | $431.7K | 0.03% | −220−6.7% | Reduced |
| Norden Group LLC | 3,089 | $433.2K | 0.05% | +864+38.8% | Added |
| Westwood Holdings Group Inc. | 3,096 | $434.1K | 0.00% | +3,096 | New |
| Biltmore Family Office, LLC | 3,098 | $434.4K | 0.07% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,100 | $434.7K | 0.02% | 00.0% | Unchanged |
| Challenger Wealth Management | 3,115 | $436.7K | 0.38% | +3,115 | New |
| Master's Wealth Management Inc. | 3,117 | $437.0K | 0.23% | +3,117 | New |
| Palumbo Wealth Management LLC | 3,118 | $437.3K | 0.16% | +19+0.6% | Added |
| Citizens Financial Group Inc | 3,120 | $437.5K | 0.01% | −104−3.2% | Reduced |
| Quadrant Capital Group LLC | 3,124 | $438.0K | 0.03% | +15+0.5% | Added |
| Romano Brothers and Company | 3,125 | $438.2K | 0.06% | −60−1.9% | Reduced |
| SevenBridge Financial Group, LLC | 3,008 | $439.5K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,166 | $440.3K | 0.02% | +711+29.0% | Added |
| Sendero Wealth Management, LLC | 3,142 | $440.6K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,146 | $441.1K | 0.03% | −20−0.6% | Reduced |
| Berkshire Bank | 3,147 | $441.3K | 0.10% | +98+3.2% | Added |
| Marshall Financial Group LLC | 3,156 | $442.5K | 0.11% | −6,766−68.2% | Reduced |
| Schmidt P J Investment Management Inc | 3,163 | $443.5K | 0.08% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 3,168 | $444.2K | 0.13% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,169 | $444.3K | 0.03% | −973−23.5% | Reduced |
| Mechanics Financial Corp | 3,170 | $444.5K | 0.20% | −60−1.9% | Reduced |
| Ti-Trust, Inc | 3,170 | $444.5K | 0.30% | +26+0.8% | Added |
| Clarius Group, LLC | 3,175 | $445.2K | 0.03% | +21+0.7% | Added |
| Ashton Thomas Securities, LLC | 3,179 | $446.1K | 0.12% | +78+2.5% | Added |
| Central Trust Co | 3,188 | $447.0K | 0.01% | −19−0.6% | Reduced |
| Board of the Pension Protection Fund | 3,200 | $448.7K | 0.52% | +3,200 | New |
| Wealth Alliance Advisory Group, LLC | 3,210 | $450.1K | 0.10% | +3+0.1% | Added |
| Key Financial Inc | 3,221 | $451.6K | 0.10% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,233 | $453.3K | 0.02% | −2−0.1% | Reduced |
| Woodstock Corp | 3,251 | $455.9K | 0.04% | −124−3.7% | Reduced |
| Griffith & Werner, Inc. | 3,252 | $456.0K | 0.30% | +3,252 | New |
| NorthLanding Financial Partners, LLC | 3,264 | $457.7K | 0.46% | +15+0.5% | Added |
| 44 Wealth Management LLC | 3,273 | $458.9K | 0.18% | +47+1.5% | Added |
| CWS Financial Advisors, LLC | 3,274 | $459.1K | 0.15% | +783+31.4% | Added |
| Cigna Investments Inc | 3,299 | $462.0K | 0.08% | 00.0% | Unchanged |
| Dohj, LLC | 3,310 | $464.1K | 0.11% | +31+0.9% | Added |
| Everence Capital Management Inc | 3,334 | $467.0K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,360 | $471.1K | 0.04% | +1,663+98.0% | Added |
| DMKC Advisory Services, LLC | 3,371 | $472.7K | 0.43% | +3,371 | New |
| Millennium Management LLC | 3,375 | $473.2K | 0.00% | +3,375 | New |
| Smith Chas P & Associates Pa Cpas | 3,377 | $473.5K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 3,379 | $473.8K | 0.41% | +3,379 | New |
| Wolverine Trading, LLC | 3,401 | $476.0K | 0.01% | +3,401 | New |
| Phoenix Wealth Advisors | 3,397 | $476.3K | 0.21% | −14−0.4% | Reduced |
| Boston Financial Mangement LLC | 3,397 | $476.3K | 0.01% | +1,729+103.7% | Added |
| Professional Advisory Services Inc | 3,400 | $477.0K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,403 | $477.2K | 0.02% | +3+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 3,409 | $478.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,416 | $479.0K | 0.02% | −410−10.7% | Reduced |
| Riverview Trust Co | 3,416 | $479.0K | 0.44% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,282 | $479.6K | 0.02% | −181−5.2% | Reduced |
| Rossmore Private Capital | 3,428 | $480.7K | 0.06% | −65−1.9% | Reduced |
| First Financial Bank - Trust Division | 3,451 | $483.9K | 0.05% | −119−3.3% | Reduced |
| Signal Advisors Wealth, LLC | 3,471 | $486.7K | 0.06% | +95+2.8% | Added |
| RMR Capital Management, LLC | 3,506 | $491.6K | 0.37% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,514 | $493.0K | 0.20% | +3,514 | New |
| Capital Investment Advisory Services, LLC | 3,545 | $497.1K | 0.05% | −100−2.7% | Reduced |
| Aufman Associates Inc | 3,550 | $497.8K | 0.34% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,601 | $498.8K | 0.04% | −796,306−99.5% | Reduced |
| Nwam LLC | 3,576 | $501.4K | 0.03% | +10.0% | Added |
| Harbour Trust & Investment Management Co | 3,580 | $502.0K | 0.06% | −200−5.3% | Reduced |
| Level Four Advisory Services, LLC | 3,595 | $504.2K | 0.02% | +250+7.5% | Added |
| Haverford Trust Co | 3,597 | $504.4K | 0.01% | −794−18.1% | Reduced |
| Wynn Capital, LLC | 3,600 | $504.8K | 0.32% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 3,617 | $507.2K | 0.39% | +23+0.6% | Added |
| First National Corp | 3,621 | $507.7K | 0.11% | −211−5.5% | Reduced |
| Premier Path Wealth Partners, LLC | 3,625 | $508.3K | 0.08% | +101+2.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,627 | $508.6K | 0.13% | +176+5.1% | Added |
| Ifrah Financial Services, Inc. | 3,630 | $509.0K | 0.14% | −9−0.2% | Reduced |
| Fisher Asset Management, LLC | 3,632 | $509.3K | 0.00% | −85−2.3% | Reduced |
| Baron Wealth Management LLC | 3,638 | $510.1K | 0.24% | +10+0.3% | Added |
| NorthRock Partners, LLC | 3,652 | $512.1K | 0.02% | −192−5.0% | Reduced |
| Essex Savings Bank | 3,664 | $513.8K | 0.13% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,664 | $513.8K | 0.05% | +3,664 | New |
| Clark Capital Management Group, Inc. | 3,672 | $514.9K | 0.00% | +227+6.6% | Added |
| STAR Financial Bank | 3,674 | $515.2K | 0.37% | −544−12.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,683 | $516.6K | 0.04% | −778−17.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,713 | $520.7K | 0.29% | +3,713 | New |
| Wharton Business Group, LLC | 3,715 | $521.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,510 | $524.0K | 0.09% | +2,020+21.3% | Added |
| Bouchey Financial Group Ltd | 3,738 | $524.1K | 0.05% | +264+7.6% | Added |
| Leigh Baldwin & Co., LLC | 3,739 | $524.2K | 0.44% | +3,739 | New |
| Trust Co of Virginia | 3,766 | $528.1K | 0.05% | −500−11.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,792 | $531.7K | 0.05% | +5+0.1% | Added |
| Financial Management Professionals, Inc. | 3,816 | $535.1K | 0.07% | +1,312+52.4% | Added |
| Tocqueville Asset Management L.P. | 3,828 | $536.8K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,832 | $537.3K | 0.03% | +2,205+135.5% | Added |
| Chase Investment Counsel Corp | 3,839 | $538.0K | 0.17% | −15−0.4% | Reduced |
| Natixis | 3,837 | $538.0K | 0.00% | +3,837 | New |
| Spirit of America Management Corp | 3,850 | $539.8K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,851 | $540.0K | 0.09% | +148+4.0% | Added |
| Flagship Harbor Advisors, LLC | 3,860 | $541.3K | 0.03% | +326+9.2% | Added |
| Colonial Trust Co | 3,867 | $542.2K | 0.08% | −43−1.1% | Reduced |
| Jeppson Wealth Management, LLC | 3,869 | $542.5K | 0.20% | −25−0.6% | Reduced |
| Saratoga Research & Investment Management | 3,882 | $544.3K | 0.03% | −830−17.6% | Reduced |
| Retireful, LLC | 3,891 | $545.6K | 0.31% | +3,891 | New |
| Reuter James Wealth Management, LLC | 3,918 | $549.4K | 0.10% | −67−1.7% | Reduced |
| Secure Asset Management, LLC | 3,923 | $550.1K | 0.08% | +697+21.6% | Added |
| Valeo Financial Advisors, LLC | 3,927 | $550.6K | 0.02% | +320+8.9% | Added |