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, Q2 2025
Institutional positions in Paychex Inc as of Jun 30, 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
- 1,675
- −6 vs. Q1 2025
- Shares held
- 280.5M
- +866.5K (+0.3%) vs. Q1 2025
- Total value
- $40.7B
- −$2.45B (−5.7%) vs. Q1 2025
- New holders
- 114
- 600 more added
- Sold out
- 120
- 618 more reduced
23 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 92 | $13.4K | 0.00% | +92 | New |
| Roxbury Financial LLC | 98 | $14.2K | 0.01% | +1+1.0% | Added |
| Park Square Financial Group, LLC | 98 | $14.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $15.6K | 0.01% | +10+10.3% | Added |
| Private Wealth Management Group, LLC | 107 | $15.6K | 0.01% | +48+81.4% | Added |
| Solstein Capital, LLC | 108 | $15.7K | 0.01% | +17+18.7% | Added |
| Fortitude Family Office, LLC | 109 | $15.9K | 0.01% | −88−44.7% | Reduced |
| Piscataqua Savings Bank | 113 | $16.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 116 | $16.9K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 118 | $17.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 119 | $17.3K | 0.01% | +1+0.8% | Added |
| First Pacific Financial | 124 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 126 | $18.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 126 | $18.3K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 126 | $18.3K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 127 | $18.5K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 131 | $19.0K | 0.01% | +1+0.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 147 | $19.8K | 0.01% | +147 | New |
| Fiduciary Wealth Partners, LLC | 139 | $20.2K | 0.02% | −2,675−95.1% | Reduced |
| Stephens Consulting, LLC | 141 | $20.5K | 0.00% | −18−11.3% | Reduced |
| Pittenger & Anderson Inc | 143 | $20.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 149 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 145 | $21.1K | 0.00% | +14+10.7% | Added |
| Lantern Wealth Advisors, LLC | 17,282 | $22.4K | 0.01% | +17,282 | New |
| Founders Capital Management | 157 | $22.8K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 160 | $23.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 161 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $23.4K | 0.00% | +10+6.6% | Added |
| Cedar Wealth Management, LLC | 167 | $24.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 194 | $28.2K | 0.02% | −40−17.1% | Reduced |
| Hopwood Financial Services, Inc. | 200 | $29.1K | 0.02% | −300−60.0% | Reduced |
| Quarry LP | 204 | $29.7K | 0.01% | −18−8.1% | Reduced |
| Westside Investment Management, Inc. | 214 | $31.2K | 0.01% | +49+29.7% | Added |
| NewSquare Capital LLC | 215 | $31.3K | 0.00% | +98+83.8% | Added |
| Transce3nd, LLC | 216 | $31.4K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 219 | $31.9K | 0.10% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 220 | $32.0K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 220 | $32.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 223 | $32.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 230 | $33.0K | 0.01% | +1+0.4% | Added |
| MV Capital Management, Inc. | 228 | $33.2K | 0.00% | +1+0.4% | Added |
| Medallion Wealth Advisors, LLC | 225 | $33.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 230 | $33.5K | 0.02% | −4−1.7% | Reduced |
| Prestige Wealth Management Group LLC | 235 | $34.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 250 | $36.4K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 255 | $37.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 260 | $37.8K | 0.00% | +2+0.8% | Added |
| Valued Wealth Advisors LLC | 262 | $38.1K | 0.02% | +5+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 263 | $38.2K | 0.00% | +76+40.6% | Added |
| Evolution Advisers, Inc. | 275 | $40.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 280 | $40.7K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 285 | $41.5K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 286 | $41.6K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 293 | $42.6K | 0.02% | +142+94.0% | Added |
| Bellevue Asset Management, LLC | 298 | $43.3K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 298 | $43.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $43.6K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 300 | $43.6K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 311 | $45.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 315 | $45.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 316 | $46.0K | 0.02% | −8−2.5% | Reduced |
| Cedar Mountain Advisors, LLC | 329 | $47.8K | 0.01% | +3+0.9% | Added |
| Itau Unibanco Holding S.A. | 334 | $48.6K | 0.00% | −36−9.7% | Reduced |
| Hemington Wealth Management | 351 | $51.0K | 0.01% | +33+10.4% | Added |
| Toth Financial Advisory Corp | 357 | $51.9K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 360 | $52.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 362 | $53.4K | 0.01% | +33+10.0% | Added |
| First Community Trust NA | 371 | $54.0K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 376 | $54.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 377 | $54.9K | 0.01% | +19+5.3% | Added |
| Ogorek Anthony Joseph | 378 | $55.0K | 0.02% | +9+2.4% | Added |
| Sittner & Nelson, LLC | 378 | $55.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 379 | $55.1K | 0.00% | +93+32.5% | Added |
| Richardson Financial Services Inc. | 380 | $56.0K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 388 | $56.4K | 0.01% | −155−28.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $56.7K | 0.02% | −10−2.5% | Reduced |
| Golden State Wealth Management, LLC | 396 | $57.6K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $58.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 397 | $58.5K | 0.01% | +3+0.8% | Added |
| Bruce G. Allen Investments, LLC | 405 | $58.9K | 0.04% | −2−0.5% | Reduced |
| New England Capital Financial Advisors LLC | 408 | $59.4K | 0.03% | +3+0.7% | Added |
| Quest Partners LLC | 419 | $60.9K | 0.01% | +419 | New |
| Cheviot Value Management, LLC | 432 | $61.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 424 | $61.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 425 | $61.8K | 0.01% | +425 | New |
| TCTC Holdings, LLC | 426 | $62.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 434 | $63.2K | 0.01% | +24+5.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 435 | $63.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 450 | $65.5K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 453 | $65.9K | 0.01% | −125−21.6% | Reduced |
| Opal Wealth Advisors, LLC | 476 | $69.2K | 0.02% | −53−10.0% | Reduced |
| Salomon & Ludwin, LLC | 475 | $69.3K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 487 | $70.8K | 0.06% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 500 | $72.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 497 | $72.3K | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 500 | $72.7K | 0.00% | +500 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 500 | $73.0K | 0.02% | −200−28.6% | Reduced |