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 |
|---|---|---|---|---|---|
| Verity Asset Management, Inc. | 2,786 | $429.8K | 0.17% | +1,153+70.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,790 | $430.5K | 0.10% | −37−1.3% | Reduced |
| Strategy Asset Managers LLC | 2,792 | $430.8K | 0.09% | −235−7.8% | Reduced |
| Successful Portfolios LLC | 2,793 | $430.9K | 0.29% | +10.0% | Added |
| Optimist Retirement Group LLC | 2,809 | $433.4K | 0.22% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,810 | $433.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,813 | $433.9K | 0.01% | +93+3.4% | Added |
| First Heartland Consultants, Inc. | 2,813 | $434.0K | 0.04% | −32−1.1% | Reduced |
| Fiduciary Wealth Partners, LLC | 2,814 | $434.1K | 0.38% | +2,814 | New |
| Arrow Financial Corp | 2,818 | $434.8K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 2,873 | $435.8K | 0.09% | −135−4.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,826 | $436.0K | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,841 | $438.3K | 0.04% | −102−3.5% | Reduced |
| Northcape Wealth Management, LLC | 2,842 | $438.5K | 0.14% | −150−5.0% | Reduced |
| Cornerstone Wealth Management, LLC | 2,847 | $439.2K | 0.03% | −39−1.4% | Reduced |
| Flaharty Asset Management, LLC | 2,850 | $439.7K | 0.06% | −200−6.6% | Reduced |
| Spears Abacus Advisors LLC | 2,851 | $439.9K | 0.01% | +2,851 | New |
| Dorsey & Whitney Trust CO LLC | 2,862 | $441.5K | 0.03% | −114−3.8% | Reduced |
| Berkshire Asset Management LLC | 2,918 | $441.6K | 0.02% | −364−11.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,871 | $442.9K | 0.01% | +2,871 | New |
| Forbes J M & Co LLP | 2,884 | $444.9K | 0.04% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,894 | $446.4K | 0.03% | −166−5.4% | Reduced |
| Catalyst Financial Partners LLC | 2,908 | $448.7K | 0.08% | +25+0.9% | Added |
| FourThought Financial Partners, LLC | 2,909 | $448.8K | 0.05% | −755−20.6% | Reduced |
| Credit Industriel Et Commercial | 2,911 | $449.1K | 0.08% | +2,911 | New |
| Central Trust Co | 2,919 | $450.3K | 0.01% | −269−8.4% | Reduced |
| RW Investment Management LLC | 2,924 | $451.1K | 0.06% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,923 | $451.9K | 0.17% | +54+1.9% | Added |
| Penobscot Investment Management Company, Inc. | 2,930 | $452.0K | 0.04% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 2,950 | $455.1K | 0.12% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 2,958 | $456.4K | 0.31% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,964 | $457.3K | 0.03% | +26+0.9% | Added |
| Allegheny Financial Group LTD | 2,966 | $457.7K | 0.12% | +10.0% | Added |
| M. Kraus & Co | 2,974 | $458.8K | 0.14% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 2,975 | $459.1K | 0.25% | +19+0.6% | Added |
| Associated Banc-Corp | 2,978 | $459.4K | 0.01% | +109+3.8% | Added |
| Holderness Investments Co | 2,981 | $459.9K | 0.11% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,997 | $462.4K | 0.44% | +819+37.6% | Added |
| Board of the Pension Protection Fund | 3,000 | $462.8K | 0.53% | −200−6.3% | Reduced |
| Close Asset Management Ltd | 3,000 | $463.0K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,002 | $463.3K | 0.02% | +1,078+56.0% | Added |
| Citizens Financial Group Inc | 3,005 | $463.6K | 0.01% | −115−3.7% | Reduced |
| International Assets Investment Management, LLC | 3,007 | $463.9K | 0.04% | −594−16.5% | Reduced |
| Forum Financial Management, LP | 3,022 | $466.2K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,023 | $466.4K | 0.02% | +1,076+55.3% | Added |
| Summit Wealth Partners, LLC | 3,027 | $467.0K | 0.09% | +70+2.4% | Added |
| QTR Family Wealth, LLC | 3,030 | $467.4K | 0.35% | +3,030 | New |
| Confluence Wealth Services, Inc. | 3,267 | $467.8K | 0.03% | −5,688−63.5% | Reduced |
| Univest Financial Corp | 3,036 | $468.4K | 0.03% | −43−1.4% | Reduced |
| Krane Funds Advisors LLC | 3,037 | $468.5K | 0.01% | −379−11.1% | Reduced |
| AA Financial Advisors, LLC | 3,045 | $469.8K | 0.11% | +1,154+61.0% | Added |
| Delta Investment Management, LLC | 3,056 | $471.4K | 0.10% | +10.0% | Added |
| Pure Financial Advisors, Inc. | 3,091 | $476.9K | 0.01% | +57+1.9% | Added |
| Harbour Trust & Investment Management Co | 3,097 | $477.8K | 0.06% | −483−13.5% | Reduced |
| Biltmore Family Office, LLC | 3,098 | $478.0K | 0.08% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,100 | $478.3K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,118 | $481.0K | 0.03% | +162+5.5% | Added |
| Reuter James Wealth Management, LLC | 3,120 | $481.4K | 0.08% | −798−20.4% | Reduced |
| SCS Capital Management LLC | 3,121 | $481.5K | 0.01% | +3,121 | New |
| Challenger Wealth Management | 3,128 | $482.6K | 0.38% | +13+0.4% | Added |
| Master's Wealth Management Inc. | 3,137 | $484.0K | 0.25% | +20+0.6% | Added |
| Romano Brothers and Company | 3,139 | $484.3K | 0.06% | +14+0.4% | Added |
| Sendero Wealth Management, LLC | 3,142 | $484.7K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,144 | $485.1K | 0.03% | +973+44.8% | Added |
| Patten & Patten Inc | 3,146 | $485.4K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,163 | $488.0K | 0.09% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,164 | $488.1K | 0.06% | +147+4.9% | Added |
| Rocky Mountain Advisers, LLC | 3,168 | $488.8K | 0.15% | 00.0% | Unchanged |
| CX Institutional | 3,172 | $489.0K | 0.02% | +327+11.5% | Added |
| Ti-Trust, Inc | 3,170 | $489.1K | 0.32% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,170 | $489.1K | 0.22% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,176 | $490.0K | 0.06% | +456+16.8% | Added |
| Good Life Advisors, LLC | 3,190 | $492.2K | 0.03% | +21+0.7% | Added |
| Palumbo Wealth Management LLC | 3,192 | $492.4K | 0.16% | +74+2.4% | Added |
| Tyche Wealth Partners LLC | 3,194 | $492.7K | 0.11% | −1,347−29.7% | Reduced |
| 44 Wealth Management LLC | 3,204 | $494.3K | 0.19% | −69−2.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,208 | $494.9K | 0.10% | −2−0.1% | Reduced |
| Fisher Asset Management, LLC | 3,214 | $495.9K | 0.00% | −418−11.5% | Reduced |
| Ashton Thomas Securities, LLC | 3,221 | $496.9K | 0.14% | +42+1.3% | Added |
| Key Financial Inc | 3,221 | $496.9K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 3,236 | $499.3K | 0.04% | +754+30.4% | Added |
| Griffith & Werner, Inc. | 3,252 | $501.7K | 0.31% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,265 | $504.0K | 0.09% | −34−1.0% | Reduced |
| CWS Financial Advisors, LLC | 3,274 | $505.1K | 0.16% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,293 | $508.0K | 0.06% | −135−3.9% | Reduced |
| Dohj, LLC | 3,320 | $512.2K | 0.12% | +10+0.3% | Added |
| Arete Wealth Advisors, LLC | 3,328 | $513.0K | 0.04% | +1,065+47.1% | Added |
| Nwam LLC | 3,367 | $519.5K | 0.04% | −209−5.8% | Reduced |
| DMKC Advisory Services, LLC | 3,371 | $520.1K | 0.47% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,377 | $521.0K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 3,379 | $521.3K | 0.45% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,380 | $521.4K | 0.03% | +301+9.8% | Added |
| Neo Ivy Capital Management | 3,402 | $524.9K | 0.17% | +3,402 | New |
| Professional Advisory Services Inc | 3,400 | $525.0K | 0.07% | 00.0% | Unchanged |
| First National Corp | 3,406 | $525.5K | 0.12% | −215−5.9% | Reduced |
| Riverview Trust Co | 3,408 | $525.8K | 0.52% | −8−0.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,409 | $526.0K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,411 | $526.3K | 0.05% | −40−1.2% | Reduced |
| Arlington Trust Co LLC | 3,431 | $529.3K | 0.11% | −838−19.6% | Reduced |
| Washington Trust Bank | 3,437 | $530.3K | 0.05% | −502−12.7% | Reduced |