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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 5,929 | $546.2K | 0.02% | +2,671+82.0% | Added |
| Bank of Jackson Hole Trust | 5,934 | $546.6K | 0.26% | +298+5.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 5,948 | $547.9K | 0.07% | +173+3.0% | Added |
| Johnson Investment Counsel Inc | 5,954 | $548.5K | 0.00% | +52+0.9% | Added |
| FIL Ltd | 5,971 | $550.0K | 0.00% | −14,882−71.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,021 | $554.7K | 0.02% | −255−4.1% | Reduced |
| JBGlobal.com LLC | 6,024 | $554.9K | 0.55% | +8+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,038 | $556.2K | 0.08% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,049 | $557.2K | 0.00% | −9,863−62.0% | Reduced |
| Provenance Wealth Advisors, LLC | 6,053 | $557.6K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 6,055 | $557.7K | 0.01% | +975+19.2% | Added |
| Master's Wealth Management Inc. | 6,092 | $561.2K | 0.19% | +2,869+89.0% | Added |
| Rossmore Private Capital | 6,128 | $564.5K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,176 | $568.9K | 0.04% | −894−12.6% | Reduced |
| CWS Financial Advisors, LLC | 6,181 | $569.4K | 0.15% | +391+6.8% | Added |
| Taylor Financial Group, Inc. | 6,207 | $571.8K | 0.35% | −74−1.2% | Reduced |
| Sunpointe, LLC | 6,223 | $573.3K | 0.19% | +1,551+33.2% | Added |
| Sara-Bay Financial | 6,251 | $575.8K | 0.18% | 00.0% | Unchanged |
| Moment Partners, LLC | 6,285 | $579.0K | 0.10% | −11−0.2% | Reduced |
| Washington Trust Bank | 6,292 | $579.6K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 6,324 | $582.6K | 0.08% | −450−6.6% | Reduced |
| Granite Investment Partners, LLC | 6,333 | $583.4K | 0.04% | +516+8.9% | Added |
| BTS Asset Management, Inc. | 6,365 | $586.3K | 2.26% | +6,365 | New |
| IHT Wealth Management, LLC | 6,403 | $589.8K | 0.01% | +193+3.1% | Added |
| King Luther Capital Management Corp | 6,403 | $589.8K | 0.00% | −1,419−18.1% | Reduced |
| SFMG, LLC | 6,440 | $593.3K | 0.04% | −548−7.8% | Reduced |
| Leavell Investment Management, Inc. | 6,447 | $593.9K | 0.02% | −1,835−22.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,510 | $599.7K | 0.03% | +1,858+39.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,549 | $603.3K | 0.03% | −50−0.8% | Reduced |
| Evolve Private Wealth, LLC | 6,581 | $606.2K | 0.03% | +2,827+75.3% | Added |
| Adviser Investments LLC | 6,585 | $606.6K | 0.01% | +353+5.7% | Added |
| Westerkirk Capital Inc. | 6,600 | $608.0K | 0.07% | −2,600−28.3% | Reduced |
| Cross Staff Investments Inc | 6,624 | $610.2K | 0.40% | +10.0% | Added |
| Beacon Financial Advisory LLC | 6,639 | $611.6K | 0.14% | +180+2.8% | Added |
| Coastal Bridge Advisors, LLC | 6,647 | $612.3K | 0.04% | +1,788+36.8% | Added |
| First National Advisers, LLC | 6,681 | $615.5K | 0.09% | −927−12.2% | Reduced |
| Broadwater Capital Management LLC | 5,488 | $615.6K | 0.46% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 6,694 | $616.7K | 0.03% | −179−2.6% | Reduced |
| Uniting Wealth Partners, LLC | 6,752 | $621.9K | 0.13% | −93−1.4% | Reduced |
| Ark Wealth Advisors LLC | 6,766 | $623.3K | 0.62% | +1,637+31.9% | Added |
| Atlantic Union Bankshares Corp | 6,789 | $625.4K | 0.01% | −601−8.1% | Reduced |
| Ridgewood Investments LLC | 6,812 | $627.5K | 0.26% | +6,812 | New |
| Kapstone Financial Advisors LLC | 6,845 | $630.6K | 0.31% | −200−2.8% | Reduced |
| Vontobel Holding Ltd. | 6,907 | $636.3K | 0.00% | −1,793−20.6% | Reduced |
| Dearborn Partners LLC | 6,976 | $642.6K | 0.03% | −2,003−22.3% | Reduced |
| Bull Harbor Capital LLC | 6,991 | $644.0K | 0.17% | +6,991 | New |
| TCM Advisors, LLC | – | $644.8K | 0.53% | – | – |
| Martin Capital Partners, LLC | 7,006 | $645.0K | 0.24% | +11+0.2% | Added |
| Range Financial Group LLC | 7,009 | $645.7K | 0.22% | +238+3.5% | Added |
| HM Payson & Co | 7,026 | $647.2K | 0.01% | −451−6.0% | Reduced |
| S.A. Mason LLC | 7,042 | $648.7K | 0.24% | −384−5.2% | Reduced |
| Syon Capital LLC | 7,044 | $648.9K | 0.03% | +3,104+78.8% | Added |
| Venturi Wealth Management, LLC | 7,100 | $654.1K | 0.03% | +978+16.0% | Added |
| Leisure Capital Management | 7,102 | $654.2K | 0.23% | −729−9.3% | Reduced |
| Prosperity Consulting Group, LLC | 7,141 | $657.9K | 0.03% | +20.0% | Added |
| Aviance Capital Partners, LLC | 7,150 | $658.7K | 0.08% | 00.0% | Unchanged |
| Voleon Capital Management LP | 7,153 | $658.9K | 0.01% | −13,239−64.9% | Reduced |
| PFG Investments, LLC | 7,233 | $666.3K | 0.03% | +219+3.1% | Added |
| Harrell Investment Partners, LLC | 7,256 | $668.4K | 0.16% | +7,256 | New |
| Daymark Wealth Partners, LLC | 7,275 | $670.2K | 0.02% | −1,024−12.3% | Reduced |
| Rogco, LP | 7,285 | $671.1K | 0.22% | −25−0.3% | Reduced |
| Greatmark Investment Partners, Inc. | 7,362 | $678.2K | 0.08% | −101−1.4% | Reduced |
| Hills Bank & Trust Co | 7,362 | $678.2K | 0.03% | −528−6.7% | Reduced |
| Panagora Asset Management Inc | 7,419 | $683.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 7,435 | $684.9K | 0.16% | −395−5.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,442 | $685.6K | 0.02% | +1,571+26.8% | Added |
| Krilogy Financial LLC | 7,447 | $686.1K | 0.02% | +7,447 | New |
| Arista Wealth Management, LLC | 7,464 | $687.6K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 7,500 | $690.9K | 0.10% | +2,591+52.8% | Added |
| TD Waterhouse Canada Inc. | 7,647 | $694.9K | 0.00% | +4,699+159.4% | Added |
| Essex Financial Services, Inc. | 7,548 | $695.3K | 0.04% | −575−7.1% | Reduced |
| Boston Research & Management Inc | 7,555 | $696.0K | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,593 | $699.5K | 0.03% | +329+4.5% | Added |
| Howe & Rusling Inc | 7,622 | $702.1K | 0.05% | −1,317−14.7% | Reduced |
| Argent Trust Co | 7,636 | $703.4K | 0.02% | +983+14.8% | Added |
| Peapack Gladstone Financial Corp | 7,670 | $706.0K | 0.01% | −558−6.8% | Reduced |
| AlphaCore Capital LLC | 7,699 | $709.2K | 0.02% | −468−5.7% | Reduced |
| Bangor Savings Bank | 7,791 | $717.7K | 0.06% | −1,066−12.0% | Reduced |
| Powers Advisory Group, LLC | 7,812 | $719.6K | 0.25% | −209−2.6% | Reduced |
| Tran Capital Management, L.P. | 7,887 | $726.5K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,905 | $728.2K | 0.02% | +1,810+29.7% | Added |
| Rehmann Capital Advisory Group | 7,914 | $729.1K | 0.04% | +44+0.6% | Added |
| Salvus Wealth Management, LLC | 7,915 | $729.1K | 0.42% | +142+1.8% | Added |
| MOKAN Wealth Management Inc. | 7,918 | $729.8K | 0.32% | −4,328−35.3% | Reduced |
| Perbak Capital Partners LLP | 7,960 | $733.3K | 0.18% | +5,742+258.9% | Added |
| Elevated Capital Advisors, LLC | 7,979 | $735.1K | 0.18% | +1,989+33.2% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 7,997 | $736.7K | 0.43% | +7,997 | New |
| Greenleaf Trust | 8,037 | $740.4K | 0.01% | +2,203+37.8% | Added |
| RFG Advisory, LLC | 8,068 | $743.2K | 0.01% | +469+6.2% | Added |
| LGT Group Foundation | 8,101 | $746.3K | 0.01% | +5,348+194.3% | Added |
| WBI Investments | 8,137 | $749.6K | 0.21% | −1,901−18.9% | Reduced |
| Millington Securities, LLC | 8,137 | $749.6K | 0.21% | +8,137 | New |
| Advyzon Investment Management, LLC | 8,181 | $753.6K | 0.07% | +3,800+86.7% | Added |
| Capital Investment Advisors, LLC | 8,189 | $754.3K | 0.01% | −219−2.6% | Reduced |
| Sterling Capital Management LLC | 8,215 | $756.8K | 0.01% | −5,677−40.9% | Reduced |
| Fieldview Capital Management, LLC | 8,220 | $757.2K | 0.22% | −14,705−64.1% | Reduced |
| Bollard Group LLC | 8,250 | $760.0K | 0.02% | −1,850−18.3% | Reduced |
| Park Place Capital Corp | 8,271 | $761.9K | 0.15% | +4,784+137.2% | Added |
| US Asset Management LLC | 8,275 | $762.3K | 0.66% | −49−0.6% | Reduced |
| Advocate Group LLC | 8,286 | $763.3K | 0.12% | 00.0% | Unchanged |