HolderBook

PAYCHEX INC (PAYX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

67
Reporting holders
$323.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,477
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Hamlin Capital Management, LLC$140.5M1,425,9543.48%27q+19.2%+$22.6M
CONFLUENCE INVESTMENT MANAGEMENT LLC$89.9M912,5721.51%32q-4.2%-$3.9M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$21.2M215,2411.40%32q-0.5%-$107.0K
Fenimore Asset Management Inc$21.0M212,7430.46%26q-3.9%-$858.9K
Martin Capital Partners, LLC$5.3M53,7361.90%28qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$5.3M53,4840.46%20qHELD
Stonebridge Financial Group, LLC$4.9M49,8450.36%8qHELD
MassMutual Private Wealth & Trust, FSB$4.0M40,6070.11%32q-6.7%-$286.9K
GAMMA Investing LLC$3.1M31,1570.10%12q+10.9%+$302.1K
PFW Advisors LLC$1.8M18,5160.54%14qHELD
YHB Investment Advisors, Inc.$1.5M15,2010.09%32q-6.6%-$105.4K
Bath Savings Trust Co$1.5M14,7460.15%32qHELD
Coastline Trust Co$1.4M14,6290.13%32qHELD
ALKEME WEALTH, LLC$1.4M14,3380.53%32q-3.8%-$55.3K
TOMPKINS FINANCIAL CORP$1.4M14,0990.10%31q+2.6%+$35.4K
Central Pacific Bank - Trust Division$1.4M14,0780.15%11qHELD
ROCKLAND TRUST CO$1.3M13,2930.05%32q+6.3%+$78.0K
CoreCap Advisors, LLC$1.3M13,1110.04%9q+3.6%+$44.4K
Farther Finance Advisors, LLC$1.3M13,0650.01%16q+13.0%+$148.5K
ATWOOD & PALMER INC$1.3M12,8870.07%32qHELD
Ridgewood Investments LLC$1.2M12,4920.45%3q+0.9%+$11.1K
Post Resch Tallon Group Inc.$1.0M10,5290.71%8qHELD
Greenfield Savings Bank$921.7K9,3570.35%18q-2.5%-$23.4K
Applied Capital LLC/FL$918.5K9,3250.37%4qHELD
O'Keefe Stevens Advisory, Inc.$859.1K8,7220.18%36qHELD
Bangor Savings Bank$805.1K8,1740.06%30q-2.2%-$18.1K
Dickmeyer Boyce Financial Management, Inc.$791.9K8,0390.41%3qHELD
Castle Rock Wealth Management, LLC$692.5K6,8560.13%3q-48.0%-$639.3K
Bank & Trust Co$579.6K5,8840.36%10qHELD
Decker Wealth Management LLC$475.6K4,8280.10%4q+9.2%+$40.1K
PARK NATIONAL CORP /OH/$452.6K4,5950.01%32q-2.9%-$13.3K
Valeo Financial Advisors, LLC$357.8K3,6320.01%16q+13.3%+$41.9K
Wedmont Private Capital$354.2K3,3910.01%12q+16.1%+$49.1K
Everhart Financial Group, Inc.$349.5K3,5480.02%2q+33.0%+$86.8K
Avidian Wealth Enterprises, LLC$347.5K3,5280.01%28q+7.6%+$24.6K
RIVERSEDGE ADVISORS, LLC$284.3K2,8860.03%2qHELD
FIRST FINANCIAL BANK - TRUST DIVISION$272.9K2,7710.02%32qHELD
Apella Capital, LLC$262.7K2,5870.00%newNEW
Bullock Wealth Management Group$260.9K2,5870.11%11q+0.5%+$1.4K
Successful Portfolios LLC$252.0K2,5280.12%32q-1.5%-$3.9K
Douglas Lane & Associates, LLC$229.6K2,3310.00%32qHELD
Canandaigua National Trust Co of Florida$219.9K2,2320.12%newNEW
Rosenberg Matthew Hamilton$137.1K1,3920.02%27qHELD
EASTERN BANK$136.6K1,3870.00%32q-52.9%-$153.7K
Versant Capital Management, Inc$135.4K1,3750.01%7q-42.1%-$98.6K
GoalVest Advisory LLC$109.9K1,1160.02%22q-9.0%-$10.9K
Grove Bank & Trust$107.2K1,0880.01%16qHELD
General Partner, Inc.$60.9K6180.03%11qHELD
ARMSTRONG ADVISORY GROUP, INC$41.8K4240.00%16qHELD
ELEVATION WEALTH PARTNERS, LLC$41.5K4210.01%3q+5.2%+$2.1K
Dorato Capital Management$37.6K3700.03%4qHELD
FIRST COMMUNITY TRUST NA$36.5K3710.01%20qHELD
TOTH FINANCIAL ADVISORY CORP$35.2K3570.00%26qHELD
Wealth Enhancement Trust Services, Inc.$26.3K2670.00%4q-55.6%-$33.0K
Investors Research Corp$25.3K2570.00%31qHELD
Aventus Investment Advisors, Inc.$22.7K2300.02%6qHELD
Paladin Partners, LLC$20.3K2060.01%2qHELD
Marquette Asset Management, LLC$12.0K1220.00%2qHELD
Roxbury Financial LLC$9.9K1000.01%8qHELD
Miller Global Investments, LLC$9.3K940.01%4qHELD
Mn Services Vermogensbeheer B.V.$9.2K93,2610.07%31qHELD
Davis Capital Management$6.0K610.00%4q+238.9%+$4.2K
Planning Strategies Inc.$6.0K610.00%2q+8.9%
Retirement Wealth Solutions LLC$2.5K250.00%newNEW
BURKETT FINANCIAL SERVICES, LLC$2.3K230.00%9qHELD
Matrix Trust Co$2.0K20,0380.29%19q+9.7%
Noble Wealth Management PBC$985100.00%2q-16.7%
AMERICAN NATIONAL BANK & TRUST$88690.00%23q-94.7%-$15.9K
CX Institutional$4524,5880.01%16q+8.8%
PROFESSIONAL ADVISORY SERVICES INC$3353,4000.04%32qHELD
GILPIN WEALTH MANAGEMENT, LLC$19720.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-14MUCCI MARTINDirector, OtherSold25,000$2.7M
2026-06-26TUCCI JOSEPH MDirectorSold3,907$383.9K
2026-07-17Simmons Christopher CVP, Controller & TreasurerSold2,615$303.1K
2026-07-20Schrader Robert L.Sr. VP, CFOSold2,600$299.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202667$323.6M3,284,510416170.0%
Q2 20261,544$33.6B434,293,3591525895141.4%
Q1 20261,512$28.1B300,931,0541225834971.2%
Q4 20251,603$33.7B296,885,156985096011.0%
Q3 20251,627$35.6B275,888,2361074556101.8%
Q2 20251,694$42.4B282,320,699945215561.5%
Q1 20251,726$43.9B280,865,8681455065841.3%
Q4 20241,658$40.1B281,035,268895015081.7%
Q3 20241,561$38.3B279,965,9941274835082.0%
Q2 20241,528$33.1B275,453,0901004925231.3%
Q1 20241,543$34.8B280,058,727944655521.2%
Q4 20231,528$32.5B269,528,442774495361.3%
Q3 20231,458$30.9B264,083,4911054674631.3%
Q2 20231,424$29.5B261,170,325884584831.0%
Q1 20231,440$31.0B267,649,213924465091.1%
Q4 20221,457$30.6B260,025,283794454581.8%
Q3 20221,432$29.6B257,614,531874564542.2%
Q2 20221,416$29.9B258,116,316864265101.7%
Q1 20221,448$35.3B255,289,540954404971.5%
Q4 20211,444$35.3B254,860,8431533834631.7%
Q3 20211,281$28.9B254,122,820913824551.2%
Q2 20211,242$27.5B254,010,164894103791.1%
Q1 20211,231$25.1B253,694,852834004230.9%
Q4 20201,217$24.2B254,772,0991033943861.7%
Q3 20201,112$20.7B256,340,433643563831.2%
Q2 20201,107$19.7B256,987,8701313224271.3%
Q1 20201,079$16.1B252,491,563653564361.2%
Q4 20191,189$22.0B255,064,020723953321.6%
Q3 20191,113$21.2B253,384,172693713501.2%
Q2 20191,116$21.4B254,885,716873234171.9%
Q1 20191,098$20.8B255,209,2761173563531.6%
Q4 20181,042$16.8B255,134,6491019201.0%