| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 21.0M | $2.07B | +0.4% | 5.917% | 0.04% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.3M | $1.50B | +0.2% | 4.296% | 0.07% |
| 6 | STATE STREET CORP | 14.4M | $1.42B | +2.6% | 4.053% | 0.02% |
| 7 | Invesco Ltd. | 13.0M | $1.28B | +73.1% | 3.667% | 0.10% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.4M | $1.02B | +10.9% | 2.925% | 0.14% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 10.3M | $1.01B | -0.2% | 2.882% | 0.05% |
| 10 | MORGAN STANLEY | 6.5M | $643.2M | +23.5% | 1.839% | 0.03% |
| 11 | FEDERATED HERMES, INC. | 5.9M | $578.4M | -0.1% | 1.654% | 0.83% |
| 12 | GOLDMAN SACHS GROUP INC | 4.8M | $468.4M | +20.2% | 1.340% | 0.04% |
| 13 | BANK OF AMERICA CORP /DE/ | 4.4M | $434.1M | +2.1% | 1.241% | 0.03% |
| 14 | NORTHERN TRUST CORP | 4.0M | $394.0M | +0.2% | 1.127% | 0.05% |
| 15 | WELLS FARGO & COMPANY/MN | 3.9M | $378.8M | -9.1% | 1.083% | 0.06% |
| 16 | FIRST TRUST ADVISORS LP | 3.4M | $331.0M | +43.6% | 0.947% | 0.19% |
| 17 | UBS Group AG | 3.4M | $330.7M | -8.5% | 0.946% | 0.04% |
| 18 | JPMORGAN CHASE & CO | 2.8M | $283.4M | +3.5% | 0.798% | 0.02% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 2.8M | $271.8M | -0.4% | 0.777% | 0.03% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 2.7M | $269.5M | +95.8% | 0.771% | 0.15% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $266.2M | -4.1% | 0.761% | 0.05% |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.7M | $262.5M | -1.1% | 0.751% | 0.05% |
| 23 | MILLENNIUM MANAGEMENT LLC | 2.5M | $243.3M | +88.0% | 0.696% | 0.09% |
| 24 | Select Equity Group, L.P. | 2.3M | $228.1M | -36.8% | 0.653% | 1.13% |
| 25 | NORGES BANK | 2.1M | $209.6M | — | 0.599% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PAYX — a direct measure of their conviction.
| 78.69% |
| +0.75 pp |
| $42.12B |
| +9.9% |
| Q4 2024 | 1,589 | +6.0% | 77.94% | +0.82 pp | $38.31B | +0.2% |
| Q3 2024 | 1,499 | — | 77.12% | — | $38.23B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
142 institutions opened new positions in PAYX during Q2 2026, while 122 fully exited. 1,051 added to existing positions and 306 trimmed.
PAYX institutional ownership rose by 1.85 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 54.0% of all reported 13F value in PAYX, and the top 25 account for 69.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Paychex, Inc. (PAYX) Institutional Ownership