Paychex Inc (PAYX) Ownership

144.49 ↓0.96 (-0.66%)

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 31.3 million shares. Combined, the top 34 institutional holders of PAYX own 63.43% of the company with a total of 228.3 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders increased their combined ownership of PAYX by 2.5 million shares. 5 institutions bought 3,269,781 total additional shares and increased their ownership by an average of 5.05%. However 3 institutions sold 743,202 total shares and decreased their ownership by an average of 8.24%.

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 2,526,579 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	8.710%	0.947%	31,346,208	293,978	2024-09-30
Capital Research & Mgmt Co - Division 3	7.430%	9.043%	26,738,876	2,217,438	2024-09-30
Charles Schwab Investment Management Inc	2.647%	3.766%	9,524,870	345,682	2024-09-30
Geode Capital Management, LLC	2.616%	2.070%	9,414,072	190,937	2024-09-30
Northern Trust Corp	1.143%	-4.730%	4,112,903	-204,186	2024-09-30
Capital World Investors	0.766%	0.000%	2,755,438	0	2024-09-30
UBS Asset Mgmt Americas Inc	0.758%	-5.392%	2,729,229	-155,531	2024-09-30
Dimensional Fund Advisors, Inc.	0.716%	9.411%	2,578,008	221,746	2024-09-30
Envestnet Asset Management Inc	0.623%	-14.603%	2,242,675	-383,485	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.710%	0.947%	31,346,208	293,978	2024-09-30
BlackRock Inc	7.774%	-2.127%	27,976,947	-608,066	2024-06-30
Capital Research & Mgmt Co - Division 3	7.430%	9.043%	26,738,876	2,217,438	2024-09-30
State Street Corp	3.659%	0.991%	13,169,781	129,205	2024-06-30
State Street Corporation	3.621%	-0.326%	13,040,576	-42,706	2024-03-31
Bank of New York Mellon Corp	3.039%	-1.707%	10,936,512	-189,953	2024-06-30
Wells Fargo & Co	2.669%	-0.318%	9,604,614	-30,612	2024-06-30
Charles Schwab Investment Management Inc	2.647%	3.766%	9,524,870	345,682	2024-09-30
Geode Capital Management, LLC	2.616%	2.070%	9,414,072	190,937	2024-09-30
Morgan Stanley - Brokerage Accounts	2.527%	5.704%	9,094,796	490,756	2024-06-30
Bank of America Corp	1.626%	-1.460%	5,850,582	-86,708	2024-06-30
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
Northern Trust Corp	1.143%	-4.730%	4,112,903	-204,186	2024-09-30
Amvescap Plc.	0.993%	28.991%	3,573,335	803,105	2024-06-30
Legal & General Group PLC	0.864%	-1.368%	3,110,408	-43,150	2024-06-30
Goldman Sachs Group Inc	0.835%	36.595%	3,006,326	805,413	2024-06-30
Fidelity International Ltd	0.770%	4.845%	2,770,000	128,000	2024-06-30
Capital World Investors	0.766%	0.000%	2,755,438	0	2024-09-30
UBS Asset Mgmt Americas Inc	0.758%	-5.392%	2,729,229	-155,531	2024-09-30
Dimensional Fund Advisors, Inc.	0.716%	9.411%	2,578,008	221,746	2024-09-30
Select Equity Group LP	0.657%	0.666%	2,363,849	15,648	2023-12-31
JPMorgan Chase & Co	0.634%	13.965%	2,281,589	279,579	2024-06-30
Royal Bank of Canada	0.624%	-0.799%	2,244,073	-18,077	2024-06-30
Envestnet Asset Management Inc	0.623%	-14.603%	2,242,675	-383,485	2024-09-30
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
Ameriprise Financial Inc	0.609%	4.494%	2,194,235	94,357	2024-06-30
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
UBS Group AG	0.592%	17.303%	2,131,643	314,426	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
T. Rowe Price Associates, Inc.	0.510%	-0.569%	1,839,316	-10,522	2022-06-30

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 41.25% of the company with a total of 148.5 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of PAYX by 89 thousand shares. 5 funds bought 157,431 total additional shares and increased their ownership by an average of 0.52%. However 2 funds sold 68,412 total shares and decreased their ownership by an average of 0.41%.

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 89,019 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	2.839%	-0.352%	10,217,764	-36,044	2024-10-31
Vanguard Institutional 500 Index Trust	2.361%	1.211%	8,497,240	101,707	2024-10-31
Schwab US Dividend Equity ETF™	2.198%	0.089%	7,909,972	7,040	2024-10-31
Invesco QQQ Trust	1.935%	-0.463%	6,965,122	-32,368	2024-10-31
SPDR® S&P 500® ETF Trust	1.086%	0.525%	3,907,503	20,412	2024-10-31
iShares Core S&P 500 ETF	0.991%	0.154%	3,567,766	5,481	2024-10-31
Vanguard Growth Index Investor	0.990%	0.644%	3,561,560	22,791	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.839%	-0.352%	10,217,764	-36,044	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.780%	1.751%	10,041,175	172,749	2023-03-31
American Funds Washington Mutual A	2.422%	0.000%	8,718,321	0	2024-09-30
Capital Group Wash Mutual Invtrs Comp	2.422%	0.000%	8,718,321	0	2024-09-30
Vanguard Institutional 500 Index Trust	2.361%	1.211%	8,497,240	101,707	2024-10-31
Schwab US Dividend Equity ETF™	2.198%	0.089%	7,909,972	7,040	2024-10-31
Vanguard 500 Index Investor	2.141%	0.597%	7,727,967	45,854	2023-08-31
Invesco QQQ Trust	1.935%	-0.463%	6,965,122	-32,368	2024-10-31
Capital Group American Mutual Comp	1.608%	-0.058%	5,786,294	-3,375	2024-09-30
American Funds American Mutual A	1.608%	-0.058%	5,786,294	-3,375	2024-09-30
Fidelity 500 Index	1.095%	-0.172%	3,940,086	-6,777	2024-09-30
SPDR® S&P 500® ETF Trust	1.086%	0.525%	3,907,503	20,412	2024-10-31
SPDR® S&P 500 ETF Trust	1.067%	0.697%	3,842,155	26,600	2024-05-30
Fidelity® 500 Index	1.039%	0.641%	3,739,223	23,796	2023-11-30
iShares Core S&P 500 ETF	0.991%	0.154%	3,567,766	5,481	2024-10-31
Vanguard Growth Index Investor	0.990%	0.644%	3,561,560	22,791	2024-10-31
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%	3.039%	3,099,793	91,433	2024-09-30
American Funds American Balanced A	0.784%	0.000%	2,821,252	0	2024-09-30
American Funds Income Fund of Amer A	0.766%	0.000%	2,755,438	0	2024-09-30
American Funds Fundamental Invs A	0.750%	78.532%	2,698,860	1,187,165	2024-09-30
Capital Group Fundamental Invtrs Comp	0.750%	78.532%	2,698,860	1,187,165	2024-09-30
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
Capital Group Investment Co of Amer Comp	0.641%	55.741%	2,305,095	825,014	2024-09-30
American Funds Invmt Co of Amer A	0.641%	55.741%	2,305,095	825,014	2024-09-30
Vanguard Institutional Index I	0.571%	-0.703%	2,055,889	-14,552	2024-08-31
Fidelity Global Dividend I-Acc-EUR	0.567%	3.086%	2,041,820	61,129	2024-09-30
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