Institutional Ownership Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX). We have compiled data on the 1,897 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,104
shares
|
$744,877
0.45% of portfolio
|
Q1 2024
Added 4.65%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
5,057
shares
|
$738,018
0.2% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
5,051
shares
|
$737,142
0.02% of portfolio
|
Q4 2024
Reduced 39.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,022
shares
|
$732,910
0.0% of portfolio
|
Q1 2025
Reduced 26.48%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,000
shares
|
$729,700
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,989
shares
|
$728,094
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,917
shares
|
$717,586
0.02% of portfolio
|
Q3 2021
Reduced 4.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,903
shares
|
$715,543
0.03% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
4,891
shares
|
$713,792
0.1% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,891
shares
|
$713,792
0.01% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,868
shares
|
$710,435
0.01% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
4,856
shares
|
$708,684
0.13% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,855
shares
|
$708,538
0.24% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,854
shares
|
$708,392
0.05% of portfolio
|
Q2 2021
Added 3.12%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,832
shares
|
$705,182
0.1% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,818
shares
|
$703,138
0.02% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,814
shares
|
$702,555
0.07% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,810
shares
|
$701,971
0.06% of portfolio
|
Q1 2025
Added 113.87%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,804
shares
|
$701,095
0.0% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,803
shares
|
$700,949
0.19% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
4,758
shares
|
$694,382
0.05% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
4,758
shares
|
$694,382
0.08% of portfolio
|
Q1 2025
Added 25.47%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
4,749
shares
|
$693,069
0.05% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
4,746
shares
|
$692,631
0.05% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
4,732
shares
|
$690,588
0.0% of portfolio
|
Q1 2025
Reduced 31.79%
|