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 |
|---|---|---|---|---|---|
| Private Wealth Asset Management, LLC | 3,461 | $533.9K | 0.08% | +3,461 | New |
| Eventide Asset Management, LLC | 3,540 | $534.6K | 0.01% | +3,540 | New |
| Berkshire Bank | 3,471 | $535.5K | 0.13% | +324+10.3% | Added |
| STAR Financial Bank | 3,474 | $536.0K | 0.39% | −200−5.4% | Reduced |
| Okabena Investment Services Inc | 3,500 | $540.0K | 0.14% | +3,500 | New |
| Ifrah Financial Services, Inc. | 3,504 | $540.7K | 0.16% | −126−3.5% | Reduced |
| Andina Capital Management, LLC | 3,505 | $540.8K | 0.39% | +3,505 | New |
| Signal Advisors Wealth, LLC | 3,506 | $540.8K | 0.05% | +35+1.0% | Added |
| RMR Capital Management, LLC | 3,506 | $540.9K | 0.39% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,504 | $540.9K | 0.06% | +3,504 | New |
| Colonial Trust Co | 3,529 | $544.4K | 0.08% | −338−8.7% | Reduced |
| Napa Wealth Management | 3,538 | $545.8K | 0.31% | +3,538 | New |
| Capital Investment Advisory Services, LLC | 3,540 | $546.2K | 0.05% | −5−0.1% | Reduced |
| Pallas Capital Advisors LLC | 3,541 | $546.3K | 0.02% | +138+4.1% | Added |
| Aufman Associates Inc | 3,550 | $547.7K | 0.38% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,563 | $549.7K | 0.24% | +166+4.9% | Added |
| Smith Group Asset Management, LLC | 3,566 | $550.2K | 0.04% | +3,566 | New |
| Level Four Advisory Services, LLC | 3,584 | $553.0K | 0.02% | −11−0.3% | Reduced |
| Haverford Trust Co | 3,597 | $554.9K | 0.01% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,600 | $555.4K | 0.33% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,633 | $560.5K | 0.14% | +6+0.2% | Added |
| Roman Butler Fullerton & Co | 3,810 | $562.5K | 0.22% | +4+0.1% | Added |
| Essex Savings Bank | 3,664 | $565.3K | 0.14% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,684 | $568.4K | 0.53% | −953−20.6% | Reduced |
| Baron Wealth Management LLC | 3,713 | $572.8K | 0.25% | +75+2.1% | Added |
| Wharton Business Group, LLC | 3,715 | $573.0K | 0.03% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,719 | $573.7K | 0.31% | +6+0.2% | Added |
| Valeo Financial Advisors, LLC | 3,724 | $574.5K | 0.02% | −203−5.2% | Reduced |
| Trust Co of Virginia | 3,725 | $574.7K | 0.05% | −41−1.1% | Reduced |
| Sherbrooke Park Advisers LLC | 3,750 | $578.5K | 0.27% | +3,750 | New |
| Wedmont Private Capital | 3,959 | $581.0K | 0.03% | +793+25.0% | Added |
| Fullerton Fund Management Co Ltd. | 3,769 | $581.5K | 0.04% | +3,769 | New |
| Terra Nova Asset Management LLC | 3,770 | $581.7K | 0.46% | +153+4.2% | Added |
| Eastern Bank | 3,774 | $582.3K | 0.01% | −365−8.8% | Reduced |
| Everence Capital Management Inc | 3,794 | $585.0K | 0.04% | +460+13.8% | Added |
| Clark Capital Management Group, Inc. | 3,798 | $586.0K | 0.00% | +126+3.4% | Added |
| Secure Asset Management, LLC | 3,798 | $586.0K | 0.12% | −125−3.2% | Reduced |
| Sunpointe, LLC | 3,802 | $586.5K | 0.31% | −193−4.8% | Reduced |
| Chase Investment Counsel Corp | 3,812 | $588.0K | 0.22% | −27−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 3,828 | $590.6K | 0.01% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3,833 | $591.4K | 0.15% | −952−19.9% | Reduced |
| Jeppson Wealth Management, LLC | 3,834 | $591.5K | 0.22% | −35−0.9% | Reduced |
| Spirit of America Management Corp | 3,850 | $594.0K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,851 | $594.1K | 0.02% | +199+5.4% | Added |
| Old National Bancorp | 3,860 | $595.5K | 0.02% | −382−9.0% | Reduced |
| Bouchey Financial Group Ltd | 3,866 | $596.4K | 0.05% | +128+3.4% | Added |
| Saratoga Research & Investment Management | 3,882 | $598.9K | 0.03% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 3,902 | $602.0K | 0.20% | −150−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,910 | $603.2K | 0.03% | +50+1.3% | Added |
| Heritage Financial Services, LLC | 3,932 | $606.6K | 0.06% | +3,932 | New |
| Financial Management Professionals, Inc. | 3,934 | $606.9K | 0.08% | +118+3.1% | Added |
| Ambassador Advisors, LLC | 3,942 | $608.2K | 0.11% | +91+2.4% | Added |
| Edentree Asset Management Ltd | 4,000 | $616.6K | 0.21% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,999 | $617.0K | 0.21% | +3,999 | New |
| Beck Mack & Oliver LLC | 4,000 | $617.1K | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,000 | $617.1K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,009 | $618.6K | 0.01% | −42−1.0% | Reduced |
| KRS Capital Management, LLC | 4,019 | $620.0K | 0.49% | −82−2.0% | Reduced |
| JBR Co Financial Management Inc | 4,024 | $620.8K | 0.36% | 00.0% | Unchanged |
| Mendel Money Management | 4,044 | $623.9K | 0.30% | +33+0.8% | Added |
| TFG Advisers LLC | 4,046 | $624.2K | 0.23% | −112−2.7% | Reduced |
| Ontario Teachers Pension Plan Board | 4,055 | $625.6K | 0.01% | −4,376−51.9% | Reduced |
| Bridges Investment Management Inc | 4,066 | $627.3K | 0.01% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,072 | $628.3K | 0.64% | +5+0.1% | Added |
| Raiffeisen Bank International AG | 4,162 | $628.6K | 0.01% | −4,849−53.8% | Reduced |
| GTS Securities LLC | 4,076 | $628.8K | 0.03% | +2,600+176.2% | Added |
| Proficio Capital Partners LLC | 4,099 | $632.3K | 0.05% | +42+1.0% | Added |
| Axq Capital, LP | 4,109 | $633.9K | 0.25% | −4,962−54.7% | Reduced |
| Bradyco, Inc. | 4,110 | $634.1K | 0.48% | −750−15.4% | Reduced |
| Wimmer Associates 1, LLC | 4,214 | $637.4K | 0.34% | −600−12.5% | Reduced |
| Avantax Planning Partners, Inc. | 4,135 | $638.0K | 0.02% | +902+27.9% | Added |
| Relyea Zuckerberg Hanson LLC | 4,140 | $638.7K | 0.09% | +34+0.8% | Added |
| Premier Path Wealth Partners, LLC | 4,144 | $639.4K | 0.10% | +519+14.3% | Added |
| Richards, Merrill & Peterson, Inc. | 4,146 | $639.6K | 0.33% | −74−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,154 | $641.0K | 0.04% | +1,587+61.8% | Added |
| Clean Yield Group | 4,160 | $641.8K | 0.21% | +108+2.7% | Added |
| Mission Wealth Management, LP | 4,166 | $642.8K | 0.02% | +163+4.1% | Added |
| Court Place Advisors, LLC | 4,195 | $647.2K | 0.21% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 4,237 | $653.7K | 0.10% | −126−2.9% | Reduced |
| Heritage Trust Co | 4,242 | $654.5K | 0.08% | −2,468−36.8% | Reduced |
| Armis Advisers, LLC | 4,244 | $654.8K | 0.06% | −104−2.4% | Reduced |
| Virtu Financial LLC | 4,259 | $657.0K | 0.04% | +4,259 | New |
| Novem Group | 4,259 | $657.0K | 0.09% | +329+8.4% | Added |
| MWA Asset Management | 4,269 | $658.6K | 0.46% | +262+6.5% | Added |
| Pinnacle Bancorp, Inc. | 4,283 | $660.8K | 0.22% | −100−2.3% | Reduced |
| Raleigh Capital Management Inc. | 4,296 | $662.8K | 0.30% | −1,303−23.3% | Reduced |
| Jmac Enterprises LLC | 4,300 | $663.4K | 0.16% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,301 | $663.6K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,302 | $663.7K | 0.05% | −266−5.8% | Reduced |
| S-Bank Fund Management Ltd | 4,302 | $663.7K | 0.12% | +4,302 | New |
| Skopos Labs, Inc. | 4,321 | $666.6K | 0.14% | +1,332+44.6% | Added |
| Montag A & Associates Inc | 4,375 | $675.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 4,373 | $675.0K | 0.17% | −50−1.1% | Reduced |
| Trustmark National Bank Trust Department | 4,390 | $677.3K | 0.05% | −60−1.3% | Reduced |
| West Paces Advisors Inc. | 4,413 | $680.8K | 0.16% | +405+10.1% | Added |
| Spinnaker Trust | 4,456 | $687.5K | 0.04% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,459 | $687.9K | 0.22% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 4,462 | $688.4K | 0.09% | −68−1.5% | Reduced |
| Aristides Capital LLC | 4,480 | $691.2K | 0.26% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 4,480 | $691.2K | 0.20% | +4,480 | New |