Institutional Ownership Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX). We have compiled data on the 1,694 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
7,255
shares
|
$1.02 Million
0.36% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,181
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
7,142
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,136
shares
|
$1 Million
0.6% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
7,132
shares
|
$1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,100
shares
|
$995,775
0.0% of portfolio
|
Q3 2024
Reduced 93.68%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
7,055
shares
|
$989,463
0.51% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,039
shares
|
$987,219
0.0% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,025
shares
|
$985,256
0.11% of portfolio
|
Q3 2024
Added 207.31%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,014
shares
|
$983,713
0.01% of portfolio
|
Q3 2024
Added 34.09%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,000
shares
|
$981,750
0.48% of portfolio
|
Q4 2022
Added 17.06%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
6,925
shares
|
$971,231
0.03% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
6,914
shares
|
$969,688
0.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,903
shares
|
$968,145
0.13% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
6,848
shares
|
$960,432
0.45% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
6,842
shares
|
$959,590
0.11% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
6,800
shares
|
$953,700
1.8% of portfolio
|
Q3 2022
Reduced 85.77%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,800
shares
|
$953,700
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
6,768
shares
|
$949,212
0.66% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
6,749
shares
|
$946,547
0.03% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,710
shares
|
$941,077
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,699
shares
|
$939,534
0.04% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
6,678
shares
|
$936,589
0.06% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
6,636
shares
|
$930,699
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
6,604
shares
|
$926,211
0.73% of portfolio
|
Q3 2024
New holding
|