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 2026
Institutional positions in Paychex Inc as of Jun 30, 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
- 1,535
- +35 vs. Q1 2026
- Shares held
- 296.3M
- +1.35M (+0.5%) vs. Q1 2026
- Total value
- $29.1B
- +$1.95B (+7.2%) vs. Q1 2026
- New holders
- 155
- 633 more added
- Sold out
- 120
- 542 more reduced
15 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Paychex Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 2,500 | $245.8K | 0.02% | +114+4.8% | Added |
| Haverford Trust Co | 2,505 | $246.3K | 0.00% | −192−7.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,507 | $246.6K | 0.05% | −78−3.0% | Reduced |
| Westmount Partners, LLC | 2,515 | $247.3K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,528 | $248.6K | 0.02% | +611+31.9% | Added |
| Cidel Asset Management Inc | 2,529 | $248.7K | 0.01% | +333+15.2% | Added |
| Outlook Wealth Advisors, LLC | 2,645 | $249.3K | 0.05% | +43+1.7% | Added |
| Colonial Trust Co | 2,541 | $249.8K | 0.03% | +397+18.5% | Added |
| Drive Wealth Management, LLC | 2,542 | $250.0K | 0.04% | +2,542 | New |
| Wealthquest Corp | 2,549 | $250.6K | 0.02% | +2,549 | New |
| Mendel Money Management | 2,555 | $251.2K | 0.09% | −104−3.9% | Reduced |
| Buckhead Capital Management LLC | 2,558 | $251.5K | 0.09% | +61+2.4% | Added |
| STAR Financial Bank | 2,560 | $251.7K | 0.10% | 00.0% | Unchanged |
| NBT Bank N A | 2,575 | $253.2K | 0.02% | −13,325−83.8% | Reduced |
| RiverFront Investment Group, LLC | 2,595 | $255.2K | 0.00% | +2,595 | New |
| Triad Wealth Partners, LLC | 2,181 | $256.6K | 0.02% | +2,181 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,633 | $258.9K | 0.01% | +80+3.1% | Added |
| Autumn Glory Partners, LLC | 2,646 | $260.2K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 2,654 | $261.0K | 0.01% | +219+9.0% | Added |
| Claro Advisors LLC | 2,654 | $261.0K | 0.03% | −917−25.7% | Reduced |
| Everhart Financial Group, Inc. | 2,667 | $262.2K | 0.02% | +2,667 | New |
| Heritage Wealth Advisors | 2,672 | $262.7K | 0.01% | +700+35.5% | Added |
| Cascades Capital Asset Management, LLC | 2,677 | $263.2K | 0.10% | −306−10.3% | Reduced |
| Bullock Wealth Management Group | 2,573 | $264.2K | 0.11% | +19+0.7% | Added |
| HighPoint Advisor Group LLC | 2,690 | $264.5K | 0.01% | +2,690 | New |
| Compass Financial Management LLC | 2,369 | $265.1K | 0.03% | +2,369 | New |
| Smith Chas P & Associates Pa Cpas | 2,698 | $265.3K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 2,698 | $265.3K | 0.01% | +14+0.5% | Added |
| Ascent Wealth Partners, LLC | 2,700 | $265.5K | 0.03% | −5−0.2% | Reduced |
| Romano Brothers and Company | 2,705 | $266.0K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 2,711 | $266.6K | 0.05% | +2,711 | New |
| River Wealth Advisors LLC | 2,723 | $267.8K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,758 | $271.3K | 0.01% | +246+9.8% | Added |
| Rayburn West Financial Services LLC | 2,760 | $271.4K | 0.15% | +50+1.8% | Added |
| Hudson Bay Capital Management LP | 2,760 | $271.4K | 0.00% | +2,760 | New |
| South Plains Financial, Inc. | 2,765 | $271.9K | 0.15% | 00.0% | Unchanged |
| Key Financial Inc | 2,768 | $272.2K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,771 | $272.5K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,771 | $272.5K | 0.01% | +93+3.5% | Added |
| Sargent Investment Group, LLC | 2,774 | $272.8K | 0.03% | −111−3.8% | Reduced |
| M. Kraus & Co | 2,776 | $272.9K | 0.07% | +67+2.5% | Added |
| MBL Wealth, LLC | 2,786 | $273.9K | 0.02% | +2,786 | New |
| Successful Portfolios LLC | 2,567 | $274.0K | 0.13% | −20−0.8% | Reduced |
| J.Safra Asset Management Corp | 2,800 | $275.3K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,802 | $275.5K | 0.01% | −60−2.1% | Reduced |
| Fiduciary Wealth Partners, LLC | 2,803 | $275.6K | 0.15% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,821 | $277.3K | 0.06% | +312+12.4% | Added |
| Baron Wealth Management LLC | 2,831 | $278.3K | 0.07% | +20+0.7% | Added |
| TIAA Wealth Investment Management LLC | 2,835 | $279.1K | 0.00% | −102−3.5% | Reduced |
| Cornerstone Wealth Group, LLC | 2,843 | $279.6K | 0.02% | +334+13.3% | Added |
| Spirepoint Private Client, LLC | 2,850 | $280.2K | 0.02% | −1,119−28.2% | Reduced |
| Avantax Planning Partners, Inc. | 2,852 | $280.5K | 0.01% | +92+3.3% | Added |
| Harbour Trust & Investment Management Co | 2,856 | $280.8K | 0.03% | −102−3.4% | Reduced |
| Signet Private Wealth LLC | 2,864 | $281.6K | 0.22% | +61+2.2% | Added |
| Great Valley Advisor Group, Inc. | 2,867 | $282.1K | 0.00% | +2,867 | New |
| Integrity Alliance, LLC. | 2,872 | $282.4K | 0.01% | −109−3.7% | Reduced |
| Optas, LLC | 2,883 | $283.5K | 0.04% | −1,607−35.8% | Reduced |
| IFG Advisory, LLC | 2,893 | $284.4K | 0.01% | +2,813+3,516.3% | Added |
| Riversedge Advisors, LLC | 2,895 | $284.6K | 0.04% | +2,895 | New |
| Adviser Investments LLC | 2,896 | $284.8K | 0.00% | −3,689−56.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,898 | $285.0K | 0.06% | +58+2.0% | Added |
| Berkshire Bank | 2,900 | $285.2K | 0.05% | −69−2.3% | Reduced |
| Clark Capital Management Group, Inc. | 2,904 | $285.6K | 0.00% | −251−8.0% | Reduced |
| Philadelphia Investment Partners, LLC | 2,278 | $285.7K | 0.18% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,908 | $286.0K | 0.08% | +2,908 | New |
| RW Investment Management LLC | 2,924 | $287.5K | 0.03% | 00.0% | Unchanged |
| Verum Partners LLC | 2,943 | $289.4K | 0.04% | +143+5.1% | Added |
| Wick Capital Partners, LLC | 2,944 | $289.5K | 0.04% | +2,944 | New |
| Eastern Bank | 2,947 | $289.8K | 0.00% | −268−8.3% | Reduced |
| Carderock Capital Management Inc | 2,950 | $290.1K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,950 | $290.1K | 0.03% | +57+2.0% | Added |
| Northcape Wealth Management, LLC | 2,951 | $290.1K | 0.08% | +48+1.7% | Added |
| Patrick M Sweeney & Associates, Inc | 2,951 | $290.2K | 0.17% | +65+2.3% | Added |
| PDS Planning, Inc | 2,953 | $290.4K | 0.02% | +171+6.1% | Added |
| D.B. Root & Company, LLC | 2,954 | $290.5K | 0.06% | −73−2.4% | Reduced |
| Beacon Financial Strategies CORP | 2,958 | $290.9K | 0.14% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,970 | $292.0K | 0.05% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,976 | $292.6K | 0.20% | −47−1.6% | Reduced |
| Allegheny Financial Group LTD | 2,996 | $294.6K | 0.03% | +3+0.1% | Added |
| Wynn Capital, LLC | 3,000 | $295.0K | 0.13% | −25−0.8% | Reduced |
| Cigna Investments Inc | 3,000 | $295.0K | 0.04% | −194−6.1% | Reduced |
| Rocky Mountain Advisers, LLC | 3,001 | $295.1K | 0.08% | 00.0% | Unchanged |
| Shariaportfolio, Inc. | 3,007 | $295.7K | 0.10% | +16+0.5% | Added |
| Apollon Financial, LLC | 3,018 | $296.8K | 0.04% | +68+2.3% | Added |
| Wesbanco Bank Inc | 3,023 | $297.3K | 0.01% | −300−9.0% | Reduced |
| Delta Investment Management, LLC | 3,029 | $297.8K | 0.05% | −57−1.8% | Reduced |
| Ti-Trust, Inc | 3,033 | $298.2K | 0.16% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,053 | $300.2K | 0.04% | −1,717−36.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,054 | $300.3K | 0.01% | −628−17.1% | Reduced |
| Angeles Wealth Management, LLC | 3,057 | $300.6K | 0.01% | +3,057 | New |
| Meyer Handelman Co | 3,100 | $304.8K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,127 | $307.5K | 0.06% | +3,127 | New |
| Tyche Wealth Partners LLC | 3,128 | $307.5K | 0.04% | +10+0.3% | Added |
| Principle Wealth Partners LLC | 3,142 | $309.0K | 0.02% | 00.0% | Unchanged |
| Aufman Associates Inc | 3,154 | $310.1K | 0.12% | 00.0% | Unchanged |
| Bradyco, Inc. | 3,160 | $310.7K | 0.36% | −950−23.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,165 | $311.2K | 0.00% | +62+2.0% | Added |
| Laurel Oak Wealth Management, LLC | 3,171 | $311.8K | 0.05% | +10+0.3% | Added |
| Sendero Wealth Management, LLC | 3,188 | $313.5K | 0.03% | +29+0.9% | Added |
| Wedmont Private Capital | 2,921 | $314.1K | 0.01% | +140+5.0% | Added |