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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
311
shares
|
$45,387
0.02% of portfolio
|
Q2 2024
Reduced 15.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
302
shares
|
$44,073
0.01% of portfolio
|
Q2 2022
Reduced 59.08%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
300
shares
|
$43,782
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$43,782
0.03% of portfolio
|
Q1 2021
Reduced 85.95%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$43,782
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
298
shares
|
$43,490
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
298
shares
|
$43,490
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
286
shares
|
$41,738
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
286
shares
|
$41,738
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
280
shares
|
$40,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
275
shares
|
$40,133
0.02% of portfolio
|
Q1 2022
Reduced 3.17%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
264
shares
|
$38,528
0.0% of portfolio
|
Q2 2023
Reduced 21.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
258
shares
|
$37,652
0.0% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
257
shares
|
$37,506
0.02% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
255
shares
|
$37,214
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
250
shares
|
$36,485
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
245
shares
|
$35,755
0.01% of portfolio
|
Q4 2024
Added 469.77%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
235
shares
|
$34,295
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
234
shares
|
$34,149
0.02% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
234
shares
|
$34,149
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
231
shares
|
$33,712
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
229
shares
|
$33,420
0.01% of portfolio
|
Q1 2025
Added 122.33%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
227
shares
|
$33,128
0.0% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
226
shares
|
$32,982
0.0% of portfolio
|
Q2 2023
Added 13.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
226
shares
|
$32,982
0.0% of portfolio
|
Q2 2023
Added 13.0%
|