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, Q1 2025
Institutional positions in Paychex Inc as of Mar 31, 2025. 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
- 1,704
- +93 vs. Q4 2024
- Shares held
- 280.8M
- +1.26M (+0.4%) vs. Q4 2024
- Total value
- $43.3B
- +$4.10B (+10.5%) vs. Q4 2024
- New holders
- 163
- 582 more added
- Sold out
- 70
- 642 more reduced
28 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sara-Bay Financial | 6,505 | $982.5K | 0.43% | +97+1.5% | Added |
| Pensionmark Financial Group, LLC | 6,378 | $984.1K | 0.03% | −208−3.2% | Reduced |
| Thoroughbred Financial Services, LLC | 6,404 | $988.0K | 0.06% | −130−2.0% | Reduced |
| Equitable Holdings, Inc. | 6,410 | $988.9K | 0.01% | +1,263+24.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,419 | $990.3K | 0.05% | +843+15.1% | Added |
| JBGlobal.com LLC | 6,427 | $991.6K | 1.03% | −47−0.7% | Reduced |
| Jacobi Capital Management LLC | 6,471 | $998.4K | 0.07% | +61+1.0% | Added |
| Integrity Alliance, LLC. | 6,476 | $999.1K | 0.04% | +6,476 | New |
| Beacon Financial Advisory LLC | 6,485 | $1.00M | 0.30% | +30+0.5% | Added |
| Marino, Stram & Associates LLC | 6,529 | $1.01M | 0.22% | +9+0.1% | Added |
| Cushing Capital Partners, LLC | 6,531 | $1.01M | 0.91% | +400+6.5% | Added |
| Transamerica Financial Advisors, Inc. | 6,535 | $1.01M | 0.10% | −593−8.3% | Reduced |
| HM Payson & Co | 6,592 | $1.02M | 0.02% | +1,038+18.7% | Added |
| Summit Financial, LLC | 6,652 | $1.03M | 0.03% | +712+12.0% | Added |
| Segment Wealth Management, LLC | 6,664 | $1.03M | 0.07% | +2,167+48.2% | Added |
| Clifford Swan Investment Counsel LLC | 6,675 | $1.03M | 0.04% | +6+0.1% | Added |
| Tang Capital Management LLC | 6,688 | $1.03M | 0.06% | −285−4.1% | Reduced |
| TCM Advisors, LLC | – | $1.04M | 0.91% | – | – |
| High Falls Advisors, Inc | 6,748 | $1.04M | 0.24% | +8+0.1% | Added |
| Moment Partners, LLC | 6,753 | $1.04M | 0.21% | −20−0.3% | Reduced |
| V-Square Quantitative Management LLC | 6,753 | $1.04M | 0.15% | +413+6.5% | Added |
| Beacon Investment Advisory Services, Inc. | 6,760 | $1.04M | 0.05% | −120−1.7% | Reduced |
| Prossimo Advisors, LLC | 6,768 | $1.04M | 0.78% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 6,778 | $1.05M | 0.14% | +95+1.4% | Added |
| Evergreen Capital Management LLC | 6,793 | $1.05M | 0.04% | +233+3.6% | Added |
| FineMark National Bank & Trust | 6,798 | $1.05M | 0.04% | +330+5.1% | Added |
| Covenant Asset Management, LLC | 6,846 | $1.06M | 0.27% | −335−4.7% | Reduced |
| Rogco, LP | 6,873 | $1.06M | 0.42% | −522−7.1% | Reduced |
| First Bank & Trust | 6,878 | $1.06M | 0.21% | +61+0.9% | Added |
| Brighton Jones LLC | 6,883 | $1.06M | 0.03% | +1,173+20.5% | Added |
| Loudon Investment Management, LLC | 6,895 | $1.06M | 0.61% | +4,545+193.4% | Added |
| Caxton Associates LLP | 6,906 | $1.07M | 0.04% | +6,906 | New |
| Penserra Capital Management LLC | 6,970 | $1.07M | 0.02% | +4,649+200.3% | Added |
| SFMG, LLC | 6,967 | $1.07M | 0.08% | −165−2.3% | Reduced |
| Cross Staff Investments Inc | 6,972 | $1.08M | 0.81% | −374−5.1% | Reduced |
| Financial Advisors Network, Inc. | 6,974 | $1.08M | 0.18% | −30,000−81.1% | Reduced |
| Kentucky Trust Co | 7,036 | $1.09M | 0.65% | −600−7.9% | Reduced |
| Birch Capital Management, LLC | 7,055 | $1.09M | 0.57% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,023 | $1.09M | 0.03% | +658+10.3% | Added |
| United Services Automobile Association | 7,215 | $1.09M | 0.03% | +7,215 | New |
| Wealth Alliance | 7,067 | $1.09M | 0.13% | −549−7.2% | Reduced |
| Aviance Capital Partners, LLC | 7,123 | $1.10M | 0.15% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,125 | $1.10M | 0.01% | +4,118+136.9% | Added |
| Fayez Sarofim & Co | 7,130 | $1.10M | 0.00% | −2,623−26.9% | Reduced |
| Hall Capital Management Co Inc | 7,131 | $1.10M | 0.51% | −5,769−44.7% | Reduced |
| Western Financial Corp | 7,137 | $1.10M | 0.64% | −789−10.0% | Reduced |
| Greenleaf Trust | 7,146 | $1.10M | 0.01% | +694+10.8% | Added |
| Prosperity Consulting Group, LLC | 7,156 | $1.10M | 0.09% | +10+0.1% | Added |
| Allen Capital Group, LLC | 7,164 | $1.11M | 0.13% | +104+1.5% | Added |
| Bard Financial Services, Inc. | 7,175 | $1.11M | 0.14% | −395−5.2% | Reduced |
| Shell Asset Management Co | 7,258 | $1.12M | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,268 | $1.12M | 0.06% | +1,725+31.1% | Added |
| Cary Street Partners Financial LLC | 7,279 | $1.12M | 0.04% | +100+1.4% | Added |
| AlphaCore Capital LLC | 7,293 | $1.13M | 0.10% | +2,194+43.0% | Added |
| Granite Investment Partners, LLC | 7,298 | $1.13M | 0.06% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 7,298 | $1.13M | 0.71% | +117+1.6% | Added |
| Kessler Investment Group, LLC | 7,348 | $1.13M | 0.55% | −469−6.0% | Reduced |
| Elevated Capital Advisors, LLC | 7,381 | $1.14M | 0.32% | −445−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,383 | $1.14M | 0.03% | −19,424−72.5% | Reduced |
| Harbor Investment Advisory, LLC | 7,384 | $1.14M | 0.11% | −391−5.0% | Reduced |
| Post Resch Tallon Group Inc. | 7,467 | $1.14M | 1.17% | −9,997−57.2% | Reduced |
| Lido Advisors, LLC | 7,409 | $1.14M | 0.01% | +221+3.1% | Added |
| GAMMA Investing LLC | 7,474 | $1.15M | 0.09% | +1,804+31.8% | Added |
| LMR Partners LLP | 7,485 | $1.15M | 0.02% | +7,485 | New |
| McDonald Partners LLC | 7,454 | $1.16M | 0.30% | −186−2.4% | Reduced |
| Kapstone Financial Advisors LLC | 7,505 | $1.16M | 0.65% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,555 | $1.17M | 0.28% | −35−0.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 7,606 | $1.17M | 0.65% | −841−10.0% | Reduced |
| Oppenheimer Asset Management Inc. | 7,607 | $1.17M | 0.01% | +502+7.1% | Added |
| Powers Advisory Group, LLC | 7,616 | $1.17M | 0.56% | −134−1.7% | Reduced |
| Golden State Equity Partners | 7,623 | $1.18M | 0.23% | +71+0.9% | Added |
| Albert D Mason Inc | 7,662 | $1.18M | 0.80% | −9,670−55.8% | Reduced |
| Csenge Advisory Group | 8,193 | $1.19M | 0.07% | −50−0.6% | Reduced |
| Howard Capital Management Inc. | 7,755 | $1.20M | 0.03% | −1,189−13.3% | Reduced |
| Moors & Cabot, Inc. | 7,806 | $1.20M | 0.06% | −595−7.1% | Reduced |
| Crews Bank & Trust | 7,809 | $1.20M | 0.21% | −265−3.3% | Reduced |
| National Asset Management, Inc. | 7,824 | $1.21M | 0.04% | −230−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,851 | $1.21M | 0.00% | +2,696+52.3% | Added |
| Rockland Trust Co | 7,863 | $1.21M | 0.06% | −621−7.3% | Reduced |
| Tran Capital Management, L.P. | 7,887 | $1.22M | 0.16% | 00.0% | Unchanged |
| Argent Trust Co | 7,908 | $1.22M | 0.05% | −192−2.4% | Reduced |
| Rehmann Capital Advisory Group | 7,936 | $1.22M | 0.08% | +11+0.1% | Added |
| Peapack Gladstone Financial Corp | 7,984 | $1.23M | 0.02% | −1,616−16.8% | Reduced |
| Dearborn Partners LLC | 7,986 | $1.23M | 0.06% | −3,248−28.9% | Reduced |
| Asset Management Group, Inc. | 7,999 | $1.23M | 0.23% | +48+0.6% | Added |
| Venturi Wealth Management, LLC | 8,051 | $1.24M | 0.06% | +205+2.6% | Added |
| S.A. Mason LLC | 8,193 | $1.26M | 0.67% | +229+2.9% | Added |
| L.M. Kohn & Company | 8,214 | $1.27M | 0.33% | +18+0.2% | Added |
| Claro Advisors LLC | 8,239 | $1.27M | 0.17% | −482−5.5% | Reduced |
| Leisure Capital Management | 8,291 | $1.28M | 0.52% | +98+1.2% | Added |
| Paragon Private Wealth Management, LLC | 8,306 | $1.28M | 0.60% | +207+2.6% | Added |
| MOKAN Wealth Management Inc. | 8,325 | $1.28M | 0.77% | +60+0.7% | Added |
| US Asset Management LLC | 8,404 | $1.30M | 1.24% | −34−0.4% | Reduced |
| Hills Bank & Trust Co | 8,425 | $1.30M | 0.09% | −418−4.7% | Reduced |
| IHT Wealth Management, LLC | 8,539 | $1.32M | 0.04% | +281+3.4% | Added |
| Sagespring Wealth Partners, LLC | 8,550 | $1.32M | 0.03% | +1,360+18.9% | Added |
| Jones Financial Companies LLLP | 8,789 | $1.33M | 0.00% | +1,853+26.7% | Added |
| Squarepoint Ops LLC | 8,606 | $1.33M | 0.00% | −501−5.5% | Reduced |
| Jefferies Financial Group Inc. | 8,631 | $1.33M | 0.02% | +8,631 | New |
| Daymark Wealth Partners, LLC | 8,672 | $1.34M | 0.06% | −146−1.7% | Reduced |