Paychex Inc (PAYX) Ownership

143.32 ↓10.21 (-6.65%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Paychex Inc (PAYX), owning a total of 31.5 million shares. Combined, the top 36 institutional holders of PAYX own 65.15% of the company with a total of 234.6 million shares.

In the latest ownership report on December 31st 2024, the top 36 institutional holders increased their combined ownership of PAYX by 4.4 million shares. 13 institutions bought 6,715,997 total additional shares and increased their ownership by an average of 13.89%. However 7 institutions sold 2,276,707 total shares and decreased their ownership by an average of 5.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Paychex increased by a net total of 4,439,290 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.754%	0.558%	31,521,025	174,817	2024-12-31
Capital Research & Mgmt Co - Division 3	7.472%	0.621%	26,905,031	166,155	2024-12-31
BlackRock Inc	7.443%	-0.533%	26,799,179	-143,473	2024-12-31
State Street Corp	3.781%	2.888%	13,612,265	382,029	2024-12-31
Charles Schwab Investment Management Inc	2.790%	5.457%	10,044,631	519,761	2024-12-31
Geode Capital Management, LLC	2.650%	1.349%	9,541,034	126,962	2024-12-31
Bank of New York Mellon Corp	2.629%	-10.554%	9,465,080	-1,116,794	2024-12-31
Wells Fargo & Co	2.605%	-2.044%	9,379,731	-195,724	2024-12-31
Morgan Stanley - Brokerage Accounts	2.085%	50.321%	7,507,235	2,513,087	2024-12-31
Bank of America Corp	1.492%	-5.598%	5,370,333	-318,437	2024-12-31
Northern Trust Corp	1.335%	16.890%	4,807,554	694,651	2024-12-31
Amvescap Plc.	1.140%	5.342%	4,104,626	208,130	2024-12-31
UBS Group AG	0.880%	64.518%	3,169,816	1,243,082	2024-12-31
UBS Asset Mgmt Americas Inc	0.870%	14.713%	3,130,781	401,552	2024-12-31
Capital World Investors	0.765%	0.000%	2,755,438	0	2024-12-31
Goldman Sachs Group Inc	0.753%	-7.311%	2,711,939	-213,918	2024-12-31
Dimensional Fund Advisors, Inc.	0.745%	4.078%	2,683,141	105,133	2024-12-31
Fidelity International Ltd	0.714%	-8.677%	2,571,108	-244,289	2024-12-31
Legal & General Group PLC	0.704%	-1.710%	2,533,618	-44,072	2024-12-31
Envestnet Asset Management Inc	0.639%	2.525%	2,299,297	56,622	2024-12-31
Deutsche Bank AG	0.337%	11.370%	1,214,754	124,016	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.754%	0.558%	31,521,025	174,817	2024-12-31
Capital Research & Mgmt Co - Division 3	7.472%	0.621%	26,905,031	166,155	2024-12-31
BlackRock Inc	7.443%	-0.533%	26,799,179	-143,473	2024-12-31
State Street Corp	3.781%	2.888%	13,612,265	382,029	2024-12-31
State Street Corporation	3.621%	-0.326%	13,040,576	-42,706	2024-03-31
Charles Schwab Investment Management Inc	2.790%	5.457%	10,044,631	519,761	2024-12-31
Geode Capital Management, LLC	2.650%	1.349%	9,541,034	126,962	2024-12-31
Bank of New York Mellon Corp	2.629%	-10.554%	9,465,080	-1,116,794	2024-12-31
Wells Fargo & Co	2.605%	-2.044%	9,379,731	-195,724	2024-12-31
JPMorgan Chase & Co	2.103%	65.909%	7,570,700	3,007,522	2024-09-30
Morgan Stanley - Brokerage Accounts	2.085%	50.321%	7,507,235	2,513,087	2024-12-31
Bank of America Corp	1.492%	-5.598%	5,370,333	-318,437	2024-12-31
Northern Trust Corp	1.335%	16.890%	4,807,554	694,651	2024-12-31
FMR Inc	1.234%	2.843%	4,440,373	122,744	2023-12-31
Fidelity Management and Research Company	1.233%	148,012,000.000%	4,440,373	4,440,370	2023-12-31
Amvescap Plc.	1.140%	5.342%	4,104,626	208,130	2024-12-31
UBS Group AG	0.880%	64.518%	3,169,816	1,243,082	2024-12-31
UBS Asset Mgmt Americas Inc	0.870%	14.713%	3,130,781	401,552	2024-12-31
Capital World Investors	0.765%	0.000%	2,755,438	0	2024-12-31
Goldman Sachs Group Inc	0.753%	-7.311%	2,711,939	-213,918	2024-12-31
Dimensional Fund Advisors, Inc.	0.745%	4.078%	2,683,141	105,133	2024-12-31
Fidelity International Ltd	0.714%	-8.677%	2,571,108	-244,289	2024-12-31
Legal & General Group PLC	0.704%	-1.710%	2,533,618	-44,072	2024-12-31
Select Equity Group LP	0.657%	0.666%	2,363,849	15,648	2023-12-31
Ameriprise Financial Inc	0.639%	4.850%	2,300,645	106,410	2024-09-30
Envestnet Asset Management Inc	0.639%	2.525%	2,299,297	56,622	2024-12-31
London Company of Virginia	0.620%	-3.802%	2,232,288	-88,235	2023-09-30
Bahl & Gaynor Inc.	0.617%	30.898%	2,222,883	524,700	2023-03-31
TD Asset Management Inc	0.605%	57.230%	2,179,930	793,468	2024-03-31
First Trust Advisors L.P.	0.594%	-2.993%	2,137,896	-65,953	2024-03-31
AllianceBernstein L.P.	0.562%	1.007%	2,027,436	20,209	2022-12-31
California Public Employees Retrmnt Sys	0.551%	-0.276%	1,980,989	-5,475	2023-09-30
Royal Bank of Canada	0.515%	-17.037%	1,852,419	-380,399	2024-09-30
T. Rowe Price Associates, Inc.	0.510%	-0.569%	1,839,316	-10,522	2022-06-30
TD Global Investment Solutions – TD Epoch	0.507%	2.039%	1,826,873	36,496	2024-09-30
Deutsche Bank AG	0.337%	11.370%	1,214,754	124,016	2024-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Paychex Inc (PAYX), owning a total of 10.2 million shares. Combined, the top 37 mutual fund holders of PAYX own 41.71% of the company with a total of 150.2 million shares.

In the latest ownership report on February 28th 2025, the top 37 fund holders increased their combined ownership of PAYX by 51 thousand shares. 4 funds bought 104,292 total additional shares and increased their ownership by an average of 0.29%. However 4 funds sold 52,978 total shares and decreased their ownership by an average of 0.47%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Paychex increased by a net total of 51,314 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.836%	0.331%	10,210,481	33,633	2025-02-28
Vanguard Institutional 500 Index Trust	2.468%	0.693%	8,884,517	61,149	2025-02-28
Schwab US Dividend Equity ETF™	2.340%	0.083%	8,424,423	7,011	2025-02-28
Invesco QQQ Trust	2.067%	-0.008%	7,443,302	-584	2025-02-28
SPDR® S&P 500® ETF Trust	1.100%	-0.735%	3,960,747	-29,328	2025-02-28
iShares Core S&P 500 ETF	1.045%	-0.005%	3,762,369	-189	2025-02-28
Vanguard Growth Index Investor	0.958%	0.073%	3,448,822	2,499	2025-02-28
Vanguard Institutional Index I	0.552%	-1.139%	1,985,865	-22,877	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.836%	0.331%	10,210,481	33,633	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.780%	1.751%	10,041,175	172,749	2023-03-31
Vanguard Institutional 500 Index Trust	2.468%	0.693%	8,884,517	61,149	2025-02-28
Capital Group Wash Mutual Invtrs Comp	2.421%	0.000%	8,718,321	0	2024-12-31
American Funds Washington Mutual A	2.421%	0.000%	8,718,321	0	2024-12-31
Schwab US Dividend Equity ETF™	2.340%	0.083%	8,424,423	7,011	2025-02-28
Vanguard 500 Index Investor	2.141%	0.597%	7,727,967	45,854	2023-08-31
Invesco QQQ Trust	2.067%	-0.008%	7,443,302	-584	2025-02-28
American Funds American Mutual A	1.607%	0.000%	5,786,294	0	2024-12-31
Capital Group American Mutual Comp	1.607%	0.000%	5,786,294	0	2024-12-31
Fidelity 500 Index	1.109%	0.443%	3,993,810	17,623	2025-01-31
SPDR® S&P 500® ETF Trust	1.100%	-0.735%	3,960,747	-29,328	2025-02-28
SPDR® S&P 500 ETF Trust	1.067%	0.697%	3,842,155	26,600	2024-05-30
iShares Core S&P 500 ETF	1.045%	-0.005%	3,762,369	-189	2025-02-28
Fidelity® 500 Index	1.039%	0.641%	3,739,223	23,796	2023-11-30
Vanguard Growth Index Investor	0.958%	0.073%	3,448,822	2,499	2025-02-28
iShares MSCI USA Min Vol Factor ETF	0.953%	0.075%	3,436,224	2,583	2023-04-28
American Funds Capital Income Bldr A	0.861%	0.000%	3,099,793	0	2024-12-31
American Funds American Balanced A	0.784%	0.000%	2,821,252	0	2024-12-31
American Funds Income Fund of Amer A	0.765%	0.000%	2,755,438	0	2024-12-31
American Funds Invmt Co of Amer A	0.755%	18.004%	2,720,095	415,000	2024-12-31
Capital Group Investment Co of Amer Comp	0.755%	18.004%	2,720,095	415,000	2024-12-31
Fidelity Magellan	0.748%	3.246%	2,690,645	84,600	2023-12-31
Fidelity® Magellan®	0.724%	3.783%	2,606,045	95,000	2023-11-30
American Funds Fundamental Invs A	0.661%	-11.820%	2,379,846	-319,014	2024-12-31
Capital Group Fundamental Invtrs Comp	0.661%	-11.820%	2,379,846	-319,014	2024-12-31
Fidelity Global Dividend I-Acc-EUR	0.567%	3.086%	2,041,820	61,129	2024-09-30
Vanguard Institutional Index I	0.552%	-1.139%	1,985,865	-22,877	2025-02-28
Vanguard Dividend Appreciation ETF	0.485%	0.386%	1,743,840	6,704	2024-08-31
iShares MSCI USA Quality Factor ETF	0.472%	0.018%	1,699,399	307	2024-09-30
First Trust Capital Strength ETF	0.436%	-0.128%	1,571,701	-2,013	2023-06-29
The Industrial Select Sector SPDR® ETF	0.435%	-1.127%	1,565,553	-17,850	2024-08-31
Vanguard Information Technology ETF	0.431%	0.007%	1,553,019	104	2023-02-28
State St S&P 500® Indx SL Cl III	0.431%	-0.135%	1,549,317	-2,100	2024-09-30
Industrial Select Sector SPDR® ETF	0.415%	-0.657%	1,494,303	-9,880	2024-03-31
iShares Russell Mid-Cap Growth ETF	0.413%	0.000%	1,486,142	0	2024-03-28
Vanguard High Dividend Yield ETF	0.400%	0.156%	1,438,192	2,233	2024-02-29