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 2026
Institutional positions in Paychex Inc as of Mar 31, 2026. 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
- 1,515
- −56 vs. Q4 2025
- Shares held
- 295.5M
- +45.5M (+18.2%) vs. Q4 2025
- Total value
- $27.2B
- −$809.2M (−2.9%) vs. Q4 2025
- New holders
- 156
- 617 more added
- Sold out
- 212
- 534 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CNB Bank | 518 | $47.7K | 0.02% | −20−3.7% | Reduced |
| Field & Main Bank | 520 | $47.9K | 0.01% | −630−54.8% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 521 | $48.0K | 0.02% | +521 | New |
| Meramec Financial Planners, LLC | 522 | $48.6K | 0.02% | +522 | New |
| Mountain Hill Investment Partners Corp. | 530 | $48.8K | 0.03% | +530 | New |
| LGT Financial Advisors LLC | 530 | $48.8K | 0.25% | −214−28.8% | Reduced |
| Triumph Capital Management | 547 | $50.4K | 0.01% | +14+2.6% | Added |
| Monetary Management Group Inc | 550 | $50.7K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 552 | $50.8K | 0.01% | +552 | New |
| Steigerwald, Gordon & Koch Inc. | 555 | $51.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 556 | $51.2K | 0.04% | −2,582−82.3% | Reduced |
| Quarry LP | 563 | $51.9K | 0.01% | −1,407−71.4% | Reduced |
| Darwin Advisors, LLC | 577 | $53.2K | 0.02% | +4+0.7% | Added |
| Bogart Wealth, LLC | 578 | $53.2K | 0.00% | +178+44.5% | Added |
| Canton Hathaway, LLC | 586 | $54.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 604 | $55.6K | 0.02% | −2,980−83.1% | Reduced |
| Atlas Capital Advisors LLC | 610 | $56.2K | 0.01% | +597+4,592.3% | Added |
| General Partner, Inc. | 618 | $56.9K | 0.03% | 00.0% | Unchanged |
| MidFirst Bank | 621 | $57.2K | 0.00% | −299−32.5% | Reduced |
| Boyd Watterson Asset Management LLC | 626 | $57.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 634 | $58.4K | 0.00% | −553−46.6% | Reduced |
| Missouri Trust & Investment Co | 637 | $58.7K | 0.02% | 00.0% | Unchanged |
| Sfam, LLC | 640 | $59.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 640 | $59.0K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 646 | $59.5K | 0.01% | +8+1.3% | Added |
| Parvin Asset Management, LLC | 670 | $61.7K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 671 | $61.8K | 0.01% | −103−13.3% | Reduced |
| Vestor Capital, LLC | 689 | $63.0K | 0.00% | −51−6.9% | Reduced |
| Ballast Advisors LLC | 700 | $64.5K | 0.02% | +700 | New |
| Delta Asset Management LLC | 705 | $64.9K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 733 | $67.5K | 0.01% | −80−9.8% | Reduced |
| Salomon & Ludwin, LLC | 737 | $67.6K | 0.01% | +121+19.6% | Added |
| SOA Wealth Advisors, LLC. | 772 | $71.1K | 0.01% | −100−11.5% | Reduced |
| Cromwell Holdings LLC | 775 | $71.4K | 0.04% | −209−21.2% | Reduced |
| Hollencrest Capital Management | 784 | $72.2K | 0.00% | −50−6.0% | Reduced |
| Birch Capital Management, LLC | 798 | $73.5K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 798 | $73.5K | 0.02% | +798 | New |
| Cohen & Steers, Inc. | 800 | $74.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 818 | $75.4K | 0.02% | +795+3,456.5% | Added |
| SBI Securities Co., Ltd. | 822 | $75.7K | 0.00% | +24+3.0% | Added |
| Covestor Ltd | 846 | $78.0K | 0.05% | +38+4.7% | Added |
| Operose Advisors LLC | 870 | $80.1K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 876 | $80.7K | 0.02% | −38−4.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 877 | $80.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 890 | $81.0K | 0.05% | −22−2.4% | Reduced |
| Root Financial Partners, LLC | 895 | $82.4K | 0.00% | +442+97.6% | Added |
| Global Assets Advisory, LLC | 895 | $82.4K | 0.03% | +895 | New |
| Board of the Pension Protection Fund | 900 | $82.9K | 0.08% | +600+200.0% | Added |
| Mascoma Wealth Management LLC | 922 | $84.9K | 0.02% | +3+0.3% | Added |
| GeoWealth Management, LLC | 962 | $88.6K | 0.00% | −3−0.3% | Reduced |
| Versant Capital Management, Inc | 966 | $89.0K | 0.01% | +825+585.1% | Added |
| Vanguard National Trust Co | 971 | $89.4K | 0.01% | +971 | New |
| Morton Brown Family Wealth, LLC | 985 | $90.7K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 993 | $91.5K | 0.09% | −500−33.5% | Reduced |
| Pingora Partners LLC | 1,000 | $92.1K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,004 | $92.8K | 0.00% | +63+6.7% | Added |
| Wall Street Financial Group, Inc. | 1,034 | $95.3K | 0.06% | +1,034 | New |
| Union Savings Bank | 1,049 | $96.6K | 0.04% | −75−6.7% | Reduced |
| Rialto Wealth Management, LLC | 1,086 | $100.0K | 0.02% | +36+3.4% | Added |
| Owl Creek Wealth Partners LLC | 1,101 | $101.5K | 0.04% | +1,101 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,105 | $101.8K | 0.04% | −7,021−86.4% | Reduced |
| Barrett & Company, Inc. | 1,120 | $103.2K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,136 | $104.7K | 0.01% | −61−5.1% | Reduced |
| Spire Wealth Management | 1,141 | $105.1K | 0.00% | −59−4.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,151 | $106.0K | 0.01% | +51+4.6% | Added |
| Addison Advisors LLC | 1,183 | $109.0K | 0.02% | +26+2.2% | Added |
| Louisbourg Investments Inc. | 1,200 | $110.5K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,206 | $111.1K | 0.02% | −135−10.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,227 | $113.0K | 0.05% | −291−19.2% | Reduced |
| Longview Financial Advisors, Inc. | 1,230 | $113.3K | 0.07% | +1,230 | New |
| PlanVest Financial, Inc | 1,239 | $114.2K | 0.09% | +1,239 | New |
| Blume Capital Management, Inc. | 1,265 | $116.5K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,272 | $117.2K | 0.06% | +86+7.3% | Added |
| St Germain D J Co Inc | 1,287 | $118.6K | 0.00% | −262−16.9% | Reduced |
| Old Second National Bank of Aurora | 1,294 | $119.2K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,309 | $120.6K | 0.00% | −585−30.9% | Reduced |
| Creative Financial Designs Inc | 1,323 | $121.8K | 0.01% | −36−2.6% | Reduced |
| AdvisorNet Financial, Inc | 1,326 | $122.2K | 0.01% | −10−0.7% | Reduced |
| Duncker Streett & Co Inc | 1,336 | $123.0K | 0.02% | +9+0.7% | Added |
| Indiana Trust & Investment Management CO | 1,366 | $125.8K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,385 | $127.6K | 0.04% | −282−16.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,392 | $128.2K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,410 | $129.9K | 0.00% | +1,410 | New |
| Evergreen Private Wealth LLC | 1,417 | $130.5K | 0.05% | +180+14.6% | Added |
| Capital Advisors, Ltd. LLC | 1,418 | $131.0K | 0.01% | +18+1.3% | Added |
| Parkside Financial Bank & Trust | 1,429 | $131.6K | 0.01% | +393+37.9% | Added |
| Smithfield Trust Co | 1,460 | $133.0K | 0.01% | +60+4.3% | Added |
| Glen Eagle Advisors, LLC | 1,445 | $133.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,463 | $134.0K | 0.02% | −27−1.8% | Reduced |
| Los Angeles Capital Management LLC | 1,463 | $134.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,475 | $135.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,486 | $136.9K | 0.01% | +16+1.1% | Added |
| Holos Integrated Wealth LLC | 1,503 | $137.7K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 1,515 | $139.6K | 0.05% | −283−15.7% | Reduced |
| Capital Analysts, LLC | 1,531 | $141.0K | 0.00% | −16,687−91.6% | Reduced |
| Ares Financial Consulting, LLC | 1,570 | $142.7K | 0.11% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,569 | $144.5K | 0.02% | +1,569 | New |
| Salem Investment Counselors Inc | 1,573 | $144.9K | 0.00% | −998−38.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,599 | $147.3K | 0.03% | −160−9.1% | Reduced |
| Trust Co of Toledo NA | 1,618 | $149.1K | 0.01% | −230−12.4% | Reduced |