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 |
|---|---|---|---|---|---|
| Kiley Juergens Wealth Management, LLC | 3,200 | $314.7K | 0.05% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,682 | $314.9K | 0.02% | −35−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,207 | $315.3K | 0.01% | +657+25.8% | Added |
| Phoenix Wealth Advisors | 3,219 | $316.5K | 0.11% | −66−2.0% | Reduced |
| Oakmont Advisory Group, LLC | 3,232 | $317.8K | 0.27% | +3,232 | New |
| Fiduciary Group LLC | 3,233 | $317.9K | 0.02% | −118−3.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,248 | $319.3K | 0.01% | +10.0% | Added |
| Griffith & Werner, Inc. | 3,252 | $320.0K | 0.15% | 00.0% | Unchanged |
| Diversified Trust Co | 3,270 | $321.5K | 0.01% | +9+0.3% | Added |
| Genesis Private Wealth, LLC | 3,272 | $321.7K | 0.09% | −89−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 3,278 | $322.4K | 0.01% | −225−6.4% | Reduced |
| Riverview Trust Co | 3,279 | $322.4K | 0.38% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,289 | $323.4K | 0.01% | +96+3.0% | Added |
| Directional Asset Management | 3,295 | $324.0K | 0.31% | −313−8.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,300 | $324.5K | 0.02% | −7,749−70.1% | Reduced |
| Ofi Invest Asset Management | 3,781 | $325.2K | 0.00% | +1,133+42.8% | Added |
| TRB Wealth Management, LLC | 3,321 | $326.6K | 0.04% | +3,321 | New |
| FDx Advisors, Inc. | 3,323 | $327.0K | 0.10% | −663−16.6% | Reduced |
| Essential Partners LLC | 3,334 | $327.8K | 0.15% | +1,313+65.0% | Added |
| Finward Bancorp | 3,344 | $328.8K | 0.25% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 3,349 | $329.3K | 0.02% | −535−13.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,366 | $331.0K | 0.11% | −637−15.9% | Reduced |
| SevenBridge Financial Group, LLC | 2,773 | $332.9K | 0.05% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,394 | $333.7K | 0.07% | −154−4.3% | Reduced |
| Professional Advisory Services Inc | 3,400 | $334.0K | 0.04% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,401 | $334.4K | 0.07% | −39−1.1% | Reduced |
| MCF Advisors LLC | 3,423 | $336.6K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,426 | $336.9K | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,441 | $338.4K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,450 | $339.3K | 0.05% | +169+5.2% | Added |
| Financial Advisory Service, Inc. | 3,453 | $339.5K | 0.02% | −592−14.6% | Reduced |
| Founders Financial Alliance, LLC | 3,457 | $340.0K | 0.05% | +307+9.7% | Added |
| Sym Financial Corp | 3,500 | $344.2K | 0.03% | +3,500 | New |
| RMR Capital Management, LLC | 3,506 | $344.7K | 0.24% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,526 | $346.7K | 0.02% | +3,526 | New |
| Mechanics Financial Corp | 3,533 | $347.4K | 0.12% | +356+11.2% | Added |
| Ambassador Advisors, LLC | 3,540 | $348.0K | 0.04% | +3,540 | New |
| Sun Financial Inc | 2,879 | $348.9K | 0.16% | −109−3.6% | Reduced |
| Roman Butler Fullerton & Co | 3,151 | $348.9K | 0.08% | +9+0.3% | Added |
| Brown Miller Wealth Management, LLC | 3,552 | $349.3K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,553 | $349.4K | 0.05% | +10+0.3% | Added |
| Perennial Investment Advisors, LLC | 3,553 | $349.4K | 0.02% | −226−6.0% | Reduced |
| KRS Capital Management, LLC | 3,591 | $353.1K | 0.16% | +5+0.1% | Added |
| GTS Securities LLC | 3,603 | $354.3K | 0.01% | +61+1.7% | Added |
| Foundations Investment Advisors, LLC | 3,622 | $356.1K | 0.00% | +11+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 3,626 | $356.5K | 0.00% | +3,626 | New |
| United Community Bank | 3,635 | $357.4K | 0.11% | +110+3.1% | Added |
| Integrated Advisors Network LLC | 3,644 | $358.3K | 0.02% | +209+6.1% | Added |
| AA Financial Advisors, LLC | 3,659 | $359.8K | 0.04% | +3,659 | New |
| First National Advisers, LLC | 3,669 | $360.8K | 0.05% | −3,012−45.1% | Reduced |
| Optimist Retirement Group LLC | 3,673 | $361.2K | 0.14% | 00.0% | Unchanged |
| Blackstone Group Inc. | 3,694 | $363.2K | 0.00% | +3,694 | New |
| Essex Savings Bank | 3,695 | $363.3K | 0.08% | +45+1.2% | Added |
| Physicians Financial Services, Inc. | 3,702 | $364.0K | 0.09% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 3,702 | $364.0K | 0.09% | +3,702 | New |
| Belpointe Asset Management LLC | 3,702 | $364.1K | 0.01% | +319+9.4% | Added |
| Wharton Business Group, LLC | 3,715 | $365.3K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,723 | $366.1K | 0.07% | −9,401−71.6% | Reduced |
| Terra Nova Asset Management LLC | 3,725 | $366.3K | 0.22% | +44+1.2% | Added |
| Boston Private Wealth LLC | 3,728 | $366.6K | 0.02% | −1,640−30.6% | Reduced |
| First Horizon Corp | 3,752 | $368.9K | 0.01% | −315−7.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,766 | $370.3K | 0.01% | −144−3.7% | Reduced |
| Resonant Capital Advisors, LLC | 3,768 | $370.5K | 0.02% | +3,768 | New |
| Ashton Thomas Securities, LLC | 3,806 | $372.7K | 0.06% | +443+13.2% | Added |
| Compass Ion Advisors, LLC | 3,796 | $373.2K | 0.03% | +3+0.1% | Added |
| Flagship Harbor Advisors, LLC | 3,803 | $374.0K | 0.01% | −40−1.0% | Reduced |
| JBR Co Financial Management Inc | 3,814 | $375.0K | 0.14% | −60−1.5% | Reduced |
| Novem Group | 3,816 | $375.2K | 0.04% | −181−4.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,816 | $375.2K | 0.06% | +14+0.4% | Added |
| CBOE Vest Financial, LLC | 3,844 | $378.0K | 0.00% | +742+23.9% | Added |
| Wimmer Associates 1, LLC | 3,850 | $378.6K | 0.17% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,867 | $380.2K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,871 | $380.6K | 0.03% | +1,297+50.4% | Added |
| Human Investing LLC | 3,888 | $382.3K | 0.05% | −63−1.6% | Reduced |
| Mutual Advisors, LLC | 3,889 | $382.4K | 0.01% | −381−8.9% | Reduced |
| NorthRock Partners, LLC | 3,898 | $383.3K | 0.01% | +2+0.1% | Added |
| Atlantic Family Wealth, LLC | 3,911 | $384.6K | 0.25% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,911 | $384.6K | 0.00% | +264+7.2% | Added |
| Advisors Capital Management, LLC | 3,931 | $386.5K | 0.00% | −146−3.6% | Reduced |
| National Asset Management, Inc. | 3,920 | $391.3K | 0.02% | −795−16.9% | Reduced |
| Larson Financial Group LLC | 3,992 | $392.5K | 0.01% | +1,208+43.4% | Added |
| Clearbridge Investments, LLC | 4,000 | $393.3K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,011 | $394.4K | 0.02% | +10.0% | Added |
| Alpha Family Trust | 4,020 | $395.3K | 0.16% | +4,020 | New |
| 44 Wealth Management LLC | 4,022 | $395.5K | 0.13% | +567+16.4% | Added |
| Montag A & Associates Inc | 4,025 | $395.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,035 | $396.8K | 0.01% | −1,986−33.0% | Reduced |
| Heritage Trust Co | 4,043 | $397.6K | 0.03% | −65−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 4,045 | $397.7K | 0.01% | −562−12.2% | Reduced |
| Keystone Financial Group | 4,049 | $398.2K | 0.02% | +1,624+67.0% | Added |
| Keudell/Morrison Wealth Management | 4,067 | $399.9K | 0.08% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 4,073 | $400.5K | 0.28% | +1,254+44.5% | Added |
| QTR Family Wealth, LLC | 4,094 | $402.6K | 0.14% | +66+1.6% | Added |
| Valley Forge Investment Consultants Inc Adv | 4,100 | $403.2K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,752 | $405.7K | 0.30% | −107−2.8% | Reduced |
| Man Group plc | 4,131 | $406.2K | 0.00% | −8,290−66.7% | Reduced |
| Sentinus, LLC | 4,131 | $406.2K | 0.03% | +4,131 | New |
| VARCOV Co. | 4,152 | $408.3K | 0.16% | +4,152 | New |
| Beacon Investment Advisory Services, Inc. | 4,154 | $408.5K | 0.02% | −490−10.6% | Reduced |
| Spinnaker Trust | 4,159 | $409.0K | 0.02% | +46+1.1% | Added |