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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 5,405 | $757.9K | 0.38% | −38−0.7% | Reduced |
| Journey Strategic Wealth LLC | 5,409 | $758.5K | 0.03% | +3,007+125.2% | Added |
| Panagora Asset Management Inc | 5,445 | $763.5K | 0.00% | +1,634+42.9% | Added |
| Norris Perne & French LLP | 5,455 | $764.9K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,461 | $765.7K | 0.01% | −526−8.8% | Reduced |
| STF Management LP | 5,467 | $766.6K | 0.34% | +235+4.5% | Added |
| Gen-Wealth Partners Inc | 5,484 | $768.9K | 0.33% | +1,195+27.9% | Added |
| Ausdal Financial Partners, Inc. | 5,518 | $773.7K | 0.07% | +17+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 5,519 | $773.9K | 0.05% | +25+0.5% | Added |
| Broadwater Capital Management LLC | 5,520 | $774.0K | 0.59% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,543 | $777.2K | 0.05% | +183+3.4% | Added |
| HM Payson & Co | 5,554 | $778.8K | 0.01% | +530+10.5% | Added |
| Fifth Third Wealth Advisors LLC | 5,576 | $781.9K | 0.04% | −52−0.9% | Reduced |
| Kuhn & Co Investment Counsel | 5,578 | $782.1K | 0.67% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,599 | $785.0K | 0.30% | −55−1.0% | Reduced |
| Jump Financial, LLC | 5,611 | $786.8K | 0.02% | +19+0.3% | Added |
| Chesley Taft & Associates LLC | 5,650 | $792.2K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,670 | $795.0K | 0.07% | +1,179+26.3% | Added |
| Checchi Capital Advisers, LLC | 5,671 | $795.2K | 0.06% | +22+0.4% | Added |
| KFG Wealth Management, LLC | 5,696 | $798.7K | 0.15% | +172+3.1% | Added |
| Brighton Jones LLC | 5,710 | $800.6K | 0.02% | +1,190+26.3% | Added |
| Burke & Herbert Bank & Trust Co | 5,725 | $802.8K | 0.19% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 5,736 | $804.3K | 0.37% | 00.0% | Unchanged |
| Human Investing LLC | 5,768 | $808.8K | 0.14% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 5,777 | $810.1K | 0.17% | +2,432+72.7% | Added |
| China Universal Asset Management Co., Ltd. | 5,857 | $821.3K | 0.08% | +1,294+28.4% | Added |
| Penn Davis McFarland Inc | 5,881 | $824.6K | 0.09% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 5,888 | $825.6K | 0.17% | −121−2.0% | Reduced |
| Crew Capital Management, Ltd. | 5,893 | $826.3K | 0.68% | +3,929+200.1% | Added |
| Jacksonville Wealth Management, LLC | 5,901 | $827.5K | 0.77% | +5,901 | New |
| SC&H Financial Advisors, Inc. | 5,902 | $827.5K | 0.17% | −1,548−20.8% | Reduced |
| Summit Financial, LLC | 5,940 | $832.9K | 0.03% | +754+14.5% | Added |
| Bank & Trust Co | 5,963 | $836.1K | 0.70% | −166−2.7% | Reduced |
| Ostrum Asset Management | 6,033 | $845.9K | 0.07% | +4,492+291.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,038 | $846.6K | 0.18% | 00.0% | Unchanged |
| Middleton & Co Inc | 6,040 | $846.9K | 0.09% | −50−0.8% | Reduced |
| Provenance Wealth Advisors, LLC | 6,053 | $848.8K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,110 | $851.1K | 0.02% | +169+2.8% | Added |
| TCG Advisory Services, LLC | 6,090 | $853.9K | 0.04% | +292+5.0% | Added |
| Cushing Capital Partners, LLC | 6,131 | $859.8K | 0.83% | +6,131 | New |
| AE Wealth Management LLC | 6,135 | $860.1K | 0.01% | −1,351−18.0% | Reduced |
| Guyasuta Investment Advisors Inc | 6,162 | $864.0K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 6,201 | $869.5K | 0.03% | −1,386−18.3% | Reduced |
| Beacon Pointe Advisors, LLC | 6,218 | $871.9K | 0.01% | −148−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 6,330 | $887.6K | 0.03% | −232−3.5% | Reduced |
| Avidian Wealth Solutions, LLC | 6,330 | $887.6K | 0.04% | +174+2.8% | Added |
| Taylor Financial Group, Inc. | 6,331 | $887.7K | 0.61% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,340 | $889.0K | 0.13% | −122−1.9% | Reduced |
| Sara-Bay Financial | 6,408 | $896.9K | 0.33% | −14−0.2% | Reduced |
| IFP Advisors, Inc | 6,365 | $898.1K | 0.03% | +712+12.6% | Added |
| Jacobi Capital Management LLC | 6,410 | $898.8K | 0.07% | −7−0.1% | Reduced |
| Greenleaf Trust | 6,452 | $904.7K | 0.01% | +200+3.2% | Added |
| Beacon Financial Advisory LLC | 6,455 | $905.2K | 0.29% | +418+6.9% | Added |
| FineMark National Bank & Trust | 6,468 | $906.9K | 0.03% | −332−4.9% | Reduced |
| JBGlobal.com LLC | 6,474 | $907.8K | 0.96% | +6,474 | New |
| Marino, Stram & Associates LLC | 6,520 | $914.2K | 0.20% | +122+1.9% | Added |
| Boston Private Wealth LLC | 6,521 | $914.4K | 0.02% | +6,521 | New |
| Thoroughbred Financial Services, LLC | 6,534 | $916.0K | 0.06% | −144−2.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 6,550 | $918.5K | 0.18% | +6,550 | New |
| Evergreen Capital Management LLC | 6,560 | $919.8K | 0.03% | +38+0.6% | Added |
| Pensionmark Financial Group, LLC | 6,586 | $923.5K | 0.03% | +2,165+49.0% | Added |
| Kestra Investment Management, LLC | 6,588 | $923.8K | 0.04% | +2,115+47.3% | Added |
| Entropy Technologies, LP | 6,596 | $924.9K | 0.10% | +6,596 | New |
| Modera Wealth Management, LLC | 6,603 | $925.8K | 0.01% | +379+6.1% | Added |
| PFG Investments, LLC | 6,616 | $927.8K | 0.06% | +32+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 6,669 | $935.1K | 0.03% | −80−1.2% | Reduced |
| Greatmark Investment Partners, Inc. | 6,683 | $937.1K | 0.13% | +2,055+44.4% | Added |
| Heritage Trust Co | 6,710 | $940.9K | 0.11% | +6,710 | New |
| Stratos Wealth Advisors, LLC | 6,737 | $944.7K | 0.05% | +38+0.6% | Added |
| High Falls Advisors, Inc | 6,740 | $945.0K | 0.22% | +1,413+26.5% | Added |
| Prossimo Advisors, LLC | 6,768 | $949.0K | 0.69% | 00.0% | Unchanged |
| Moment Partners, LLC | 6,773 | $949.7K | 0.18% | +6,773 | New |
| Capital International Sarl | 6,794 | $952.7K | 0.02% | +1,845+37.3% | Added |
| First Bank & Trust | 6,817 | $955.9K | 0.18% | +3,031+80.1% | Added |
| Freestone Capital Holdings, LLC | 6,830 | $957.7K | 0.03% | −95−1.4% | Reduced |
| Tiaa Trust, National Association | 6,831 | $957.8K | 0.00% | +678+11.0% | Added |
| HighPoint Advisor Group LLC | 6,596 | $959.8K | 0.05% | +146+2.3% | Added |
| Beacon Investment Advisory Services, Inc. | 6,880 | $964.8K | 0.04% | −770−10.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,923 | $970.7K | 0.01% | +6,923 | New |
| Jones Financial Companies LLLP | 6,936 | $972.6K | 0.00% | +3,783+120.0% | Added |
| Prudential PLC | 6,937 | $972.7K | 0.00% | −532−7.1% | Reduced |
| TCM Advisors, LLC | – | $973.4K | 0.86% | – | – |
| Tang Capital Management LLC | 6,973 | $977.8K | 0.06% | +6,973 | New |
| Birch Capital Management, LLC | 7,055 | $989.3K | 0.50% | −11−0.2% | Reduced |
| Allen Capital Group, LLC | 7,060 | $990.0K | 0.12% | +1,210+20.7% | Added |
| Callan Family Office, LLC | 7,075 | $992.1K | 0.06% | +7,075 | New |
| Oppenheimer Asset Management Inc. | 7,105 | $996.3K | 0.01% | −330−4.4% | Reduced |
| Aviance Capital Partners, LLC | 7,123 | $998.8K | 0.14% | +220+3.2% | Added |
| Transamerica Financial Advisors, Inc. | 7,128 | $1.00M | 0.10% | −264−3.6% | Reduced |
| SFMG, LLC | 7,132 | $1.00M | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 7,146 | $1.00M | 0.08% | −268−3.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,172 | $1.01M | 0.22% | −263−3.5% | Reduced |
| Cary Street Partners Financial LLC | 7,179 | $1.01M | 0.03% | +7,179 | New |
| Covenant Asset Management, LLC | 7,181 | $1.01M | 0.22% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 7,181 | $1.01M | 0.64% | +45+0.6% | Added |
| Lido Advisors, LLC | 7,188 | $1.01M | 0.01% | +149+2.1% | Added |
| Sagespring Wealth Partners, LLC | 7,190 | $1.01M | 0.03% | +7,190 | New |
| Shell Asset Management Co | 7,258 | $1.02M | 0.04% | −126−1.7% | Reduced |
| Granite Investment Partners, LLC | 7,298 | $1.02M | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 7,346 | $1.03M | 0.78% | −500−6.4% | Reduced |