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 |
|---|---|---|---|---|---|
| Finward Bancorp | 3,344 | $308.0K | 0.25% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,351 | $308.7K | 0.03% | −482−12.6% | Reduced |
| Wellington Grp LLC | 3,358 | $309.3K | 0.10% | −1,138−25.3% | Reduced |
| Genesis Private Wealth, LLC | 3,361 | $309.6K | 0.10% | +3,361 | New |
| Ashton Thomas Securities, LLC | 3,363 | $309.8K | 0.04% | +28+0.8% | Added |
| Catalyst Financial Partners LLC | 3,369 | $310.4K | 0.04% | +602+21.8% | Added |
| Belpointe Asset Management LLC | 3,383 | $311.7K | 0.01% | +27+0.8% | Added |
| Professional Advisory Services Inc | 3,400 | $313.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,423 | $315.3K | 0.01% | +2,028+145.4% | Added |
| Mountain Pacific Investment Advisers Inc | 3,426 | $315.6K | 0.05% | +600+21.2% | Added |
| Bridges Investment Management Inc | 3,428 | $315.8K | 0.00% | −635−15.6% | Reduced |
| Integrated Advisors Network LLC | 3,435 | $316.5K | 0.02% | −949−21.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,440 | $316.9K | 0.08% | −10.0% | Reduced |
| Trust Co of Virginia | 3,441 | $317.0K | 0.03% | −620−15.3% | Reduced |
| 44 Wealth Management LLC | 3,455 | $318.3K | 0.11% | +540+18.5% | Added |
| Confluence Wealth Services, Inc. | 3,502 | $322.5K | 0.01% | −115−3.2% | Reduced |
| Avidian Wealth Solutions, LLC | 3,503 | $322.7K | 0.01% | −1,110−24.1% | Reduced |
| FourThought Financial Partners, LLC | 3,504 | $322.8K | 0.03% | +689+24.5% | Added |
| RMR Capital Management, LLC | 3,506 | $323.0K | 0.23% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,516 | $323.9K | 0.01% | −1,251−26.2% | Reduced |
| United Community Bank | 3,525 | $324.7K | 0.11% | +348+11.0% | Added |
| Maridea Wealth Management LLC | 3,526 | $324.8K | 0.05% | −917−20.6% | Reduced |
| GTS Securities LLC | 3,542 | $326.3K | 0.01% | −1,243−26.0% | Reduced |
| Secure Asset Management, LLC | 3,543 | $326.4K | 0.05% | −214−5.7% | Reduced |
| Palumbo Wealth Management LLC | 3,548 | $326.8K | 0.08% | +194+5.8% | Added |
| Brown Miller Wealth Management, LLC | 3,552 | $327.2K | 0.09% | +45+1.3% | Added |
| Claro Advisors LLC | 3,571 | $328.9K | 0.04% | +643+22.0% | Added |
| Berkshire Asset Management LLC | 3,585 | $330.2K | 0.01% | +1,008+39.1% | Added |
| KRS Capital Management, LLC | 3,586 | $330.3K | 0.20% | −187−5.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,873 | $331.4K | 0.03% | +3,873 | New |
| Impact Partnership Wealth, LLC | 3,602 | $331.8K | 0.04% | −296−7.6% | Reduced |
| Directional Asset Management | 3,608 | $332.4K | 0.30% | −1,148−24.1% | Reduced |
| Foundations Investment Advisors, LLC | 3,611 | $332.7K | 0.00% | +121+3.5% | Added |
| Moneta Group Investment Advisors LLC | 3,647 | $335.9K | 0.00% | −152−4.0% | Reduced |
| Essex Savings Bank | 3,650 | $336.2K | 0.07% | +37+1.0% | Added |
| Dynamic Advisor Solutions LLC | 3,660 | $337.1K | 0.01% | −31,553−89.6% | Reduced |
| Optimist Retirement Group LLC | 3,673 | $338.4K | 0.15% | +940+34.4% | Added |
| Terra Nova Asset Management LLC | 3,681 | $339.1K | 0.25% | +41+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,682 | $339.2K | 0.02% | +819+28.6% | Added |
| Physicians Financial Services, Inc. | 3,702 | $341.0K | 0.09% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 3,715 | $342.2K | 0.01% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 3,718 | $342.5K | 0.02% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,721 | $342.8K | 0.13% | +212+6.0% | Added |
| Mission Wealth Management, LP | 3,755 | $345.9K | 0.01% | +369+10.9% | Added |
| Perennial Investment Advisors, LLC | 3,779 | $348.1K | 0.03% | +775+25.8% | Added |
| Baker Avenue Asset Management, LP | 3,789 | $349.1K | 0.01% | +3,789 | New |
| Compass Ion Advisors, LLC | 3,793 | $349.4K | 0.03% | −976−20.5% | Reduced |
| Howard Capital Management Inc. | 3,802 | $350.2K | 0.01% | −5,200−57.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,802 | $350.2K | 0.06% | +33+0.9% | Added |
| Code Waechter LLC | 3,809 | $350.9K | 0.21% | +3,809 | New |
| Flagship Harbor Advisors, LLC | 3,843 | $354.0K | 0.02% | +8+0.2% | Added |
| IVC Wealth Advisors LLC | 3,845 | $354.2K | 0.15% | −3,304−46.2% | Reduced |
| Wimmer Associates 1, LLC | 3,850 | $354.7K | 0.17% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3,859 | $355.5K | 0.06% | +129+3.5% | Added |
| Lowe Brockenbrough & Co Inc | 3,867 | $356.2K | 0.02% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 3,884 | $357.8K | 0.02% | +2+0.1% | Added |
| QTR Family Wealth, LLC | 4,028 | $357.9K | 0.15% | +1,343+50.0% | Added |
| NorthRock Partners, LLC | 3,896 | $358.9K | 0.01% | +537+16.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,910 | $360.2K | 0.01% | +3,910 | New |
| Atlantic Family Wealth, LLC | 3,911 | $360.3K | 0.26% | +3,911 | New |
| Caitong International Asset Management Co., Ltd | 3,914 | $360.6K | 0.07% | +3,127+397.3% | Added |
| J. Safra Sarasin Holding AG | 3,932 | $361.7K | 0.01% | +591+17.7% | Added |
| Phillips Wealth Planners LLC | 3,859 | $362.3K | 0.27% | +3,859 | New |
| Human Investing LLC | 3,951 | $364.0K | 0.05% | −473−10.7% | Reduced |
| Fisher Asset Management, LLC | 3,958 | $364.7K | 0.00% | +264+7.1% | Added |
| GSB Wealth Management, LLC | 3,959 | $364.7K | 0.08% | +440+12.5% | Added |
| Spirepoint Private Client, LLC | 3,969 | $365.6K | 0.03% | −71−1.8% | Reduced |
| FDx Advisors, Inc. | 3,986 | $367.0K | 0.12% | +3,986 | New |
| Alpha Omega Wealth Management LLC | 3,986 | $367.2K | 0.06% | +1,304+48.6% | Added |
| PEAK6 LLC | 3,989 | $367.5K | 0.01% | +3,989 | New |
| Novem Group | 3,997 | $368.2K | 0.04% | +63+1.6% | Added |
| Clearbridge Investments, LLC | 4,000 | $368.5K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 4,003 | $368.8K | 0.14% | +348+9.5% | Added |
| Cyndeo Wealth Partners, LLC | 4,010 | $369.4K | 0.02% | +559+16.2% | Added |
| Montag A & Associates Inc | 4,025 | $370.8K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,045 | $372.6K | 0.02% | +1,439+55.2% | Added |
| First Horizon Corp | 4,067 | $374.7K | 0.02% | −7,793−65.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,067 | $374.7K | 0.08% | +2,083+105.0% | Added |
| Inscription Capital, LLC | 4,076 | $375.4K | 0.04% | +4,076 | New |
| Advisors Capital Management, LLC | 4,077 | $375.6K | 0.00% | +86+2.2% | Added |
| Delta Global Management LP | 4,079 | $375.8K | 0.03% | +4,079 | New |
| Valley Forge Investment Consultants Inc Adv | 4,100 | $377.7K | 0.11% | −460−10.1% | Reduced |
| Heritage Trust Co | 4,108 | $378.4K | 0.04% | −120−2.8% | Reduced |
| Bradyco, Inc. | 4,110 | $378.6K | 0.29% | 00.0% | Unchanged |
| Spinnaker Trust | 4,113 | $378.9K | 0.02% | −675−14.1% | Reduced |
| Sunbelt Securities, Inc. | 4,115 | $379.1K | 0.02% | −703−14.6% | Reduced |
| Simplicity Wealth,LLC | 4,118 | $379.4K | 0.02% | +1,780+76.1% | Added |
| Perigon Wealth Management, LLC | 4,124 | $379.9K | 0.01% | +482+13.2% | Added |
| Legacy Capital Wealth Partners, LLC | 4,135 | $380.9K | 0.08% | +779+23.2% | Added |
| Clean Yield Group | 4,160 | $383.2K | 0.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,179 | $385.0K | 0.02% | +811+24.1% | Added |
| Smartleaf Asset Management LLC | 4,165 | $387.9K | 0.01% | −48−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 4,233 | $389.9K | 0.12% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,241 | $390.6K | 0.01% | +1,545+57.3% | Added |
| Pitti Group Wealth Management, LLC | 4,245 | $391.0K | 0.32% | +11+0.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,200 | $391.1K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,270 | $393.3K | 0.01% | +2,309+117.7% | Added |
| Avestar Capital, LLC | 4,281 | $394.4K | 0.03% | +4,281 | New |
| Longfellow Investment Management Co LLC | 4,288 | $395.0K | 0.08% | +1,421+49.6% | Added |
| Erste Asset Management GmbH | 4,252 | $395.9K | 0.00% | 00.0% | Unchanged |