PAYX · Company research
Paychex Inc (PAYX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3735 | 367898000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5028 | 495258000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10954 | 1077063 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19818 | 1948743 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CIDEL ASSET MANAGEMENT INC | 1621915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2529 | 248680 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23989 | 2358838 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5343 | 525332 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2690 | 264531 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18300 | 1799439 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13720 | 1349098 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236881 | 23292509 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 12685 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Volterra Technologies LP | 1833567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24900 | 2448417 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19625 | 1929726 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2006637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51809 | 5094338 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 370375 | 36418985 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1893 | 186139 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17244 | 1695595 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119189 | 11719881 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OLD NATIONAL BANCORP /IN/ | 707179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1654 | 162637 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65946 | 6484469 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8437 | 829610 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36715 | 3610186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15201 | 1494730 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141597 | 13923233 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10401996 | 1022828267 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Miramar Capital, LLC | 1767812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137320 | 13502676 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NOTTINGHAM ADVISORS, INC. | 1093276 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4544 | 523411 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227 | 22321 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35010 | 3442533 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10122 | 995300 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 9243 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54776 | 5389411 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DMKC Advisory Services, LLC | 1901337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11591 | 1139710 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FourThought Financial Partners, LLC | 1956790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2340 | 230092 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 398076 | 39194542 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rench Wealth Management, Inc. | 1599016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56948 | 5599690 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27814 | 2734951 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Greenfield Seitz Capital Management, LLC | 2097528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65606 | 6451038 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 370 | 39790 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 2950 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| New Hampshire Trust | 1961742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2098 | 206296 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1723223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3200 | 314656 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17786 | 1748897 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 289 | 28418 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SITTNER & NELSON, LLC | 1846138 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 378 | 37169 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43565 | 4283746 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60000 | 5899800 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87570 | 8748251 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130000 | 12782900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Faithward Advisors, LLC | 1695078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3540 | 348041 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1110 | 109113 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CGC Financial Services, LLC | 1992785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 6883 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CAPITAL INTERNATIONAL SARL | 1065349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23611 | 2321670 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STAR Financial Bank | 1965329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2560 | 251725 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9595 | 943476 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6584 | 647405 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16415 | 1614088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21322 | 2096592 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Roehl & Yi Investment Advisors, LLC | 2097566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8870 | 872212 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280 | 27533 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ASHTON THOMAS SECURITIES, LLC | 771572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3806 | 372677 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 1869 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347 | 34121 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Legacy Capital Wealth Partners, LLC | 1766228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4580 | 450333 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ATLANTIC FAMILY WEALTH, LLC | 2012511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3911 | 384569 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 3147 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Salvus Wealth Management, LLC | 1809236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8084 | 794900 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1503466 | 147835782 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 12291 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111345 | 10949 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2413 | 237270 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83 | 8161 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1570 | 154378 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| TCM Advisors, LLC | 1911491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7300 | 717809 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113 | 11111 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103992 | 10225533 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29882 | 2938297 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1810554 | 178031775 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12985 | 1276849 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.