Filing Research | PAYX - PAYCHEX INC Institutional Holdings

Snapshot holdings

50 / 447 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	1.2MSH	$117.7M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	952.4KSH	$93.7M
3	Welch Group, LLC	Shares	503.6KSH	$49.5M
4	Mirae Asset Global Investments Co., Ltd.	Shares	492.3KSH	$48.4M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	344.0KSH	$33.8M
6	CAPITAL ADVISORS INC/OK	Shares	302.3KSH	$29.7M
7	Brookstone Capital Management	Shares	250.5KSH	$24.6M
8	Swedbank AB	Shares	249.8KSH	$24.6M
9	PARTHENON LLC	Shares	248.0KSH	$24.4M
10	FENIMORE ASSET MANAGEMENT INC	Shares	221.5KSH	$21.8M
11	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	216.3KSH	$21.3M
12	Alley Investment Management Company, LLC	Shares	197.6KSH	$19.4M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	186.5KSH	$19.0M
14	GODSEY & GIBB, INC	Shares	192.5KSH	$18.9M
15	GATEWAY INVESTMENT ADVISERS LLC	Shares	168.7KSH	$16.6M
16	Assenagon Asset Management S.A.	Shares	148.9KSH	$14.6M
17	INVESTMENT HOUSE LLC	Shares	155.0KSH	$14.3M
18	CALEDONIA INVESTMENTS PLC	Shares	133.0KSH	$13.1M
19	BENJAMIN EDWARDS INC	Shares	131.4KSH	$12.9M
20	ISTHMUS PARTNERS, LLC	Shares	126.9KSH	$12.5M
21	Boston Trust Walden Corp	Shares	123.4KSH	$12.1M
22	LaFleur & Godfrey LLC	Shares	118.3KSH	$11.6M
23	Crossmark Global Holdings, Inc.	Shares	114.6KSH	$11.3M
24	Rathbones Group PLC	Shares	108.7KSH	$10.7M
25	TECTONIC ADVISORS LLC	Shares	108.2KSH	$10.6M
26	MATTERN CAPITAL MANAGEMENT, LLC	Shares	107.6KSH	$10.6M
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	97.6KSH	$9.6M
28	Czech National Bank	Shares	91.8KSH	$9.0M
29	DAVENPORT & Co LLC	Shares	77.1KSH	$7.6M
30	JGP Wealth Management, LLC	Shares	76.7KSH	$7.5M
31	NAPLES GLOBAL ADVISORS, LLC	Shares	75.9KSH	$7.5M
32	IFM Investors Pty Ltd	Shares	74.7KSH	$7.3M
33	Asset Advisors Investment Management, LLC	Shares	74.2KSH	$7.3M
34	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	71.2KSH	$7.0M
35	VIKING FUND MANAGEMENT LLC	Shares	60.0KSH	$5.9M
36	Two Point Capital Management, Inc.	Shares	59.3KSH	$5.8M
37	Envestnet Portfolio Solutions, Inc.	Shares	58.5KSH	$5.8M
38	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	55.3KSH	$5.4M
39	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	53.7KSH	$5.3M
40	Martin Capital Partners, LLC	Shares	53.7KSH	$5.3M
41	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	51.8KSH	$5.1M
42	Stonebridge Financial Group, LLC	Shares	50.0KSH	$4.9M
43	Police & Firemen's Retirement System of New Jersey	Shares	48.6KSH	$4.8M
44	ALBION FINANCIAL GROUP /UT	Shares	46.3KSH	$4.6M
45	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	44.5KSH	$4.4M
46	MassMutual Private Wealth & Trust, FSB	Shares	43.5KSH	$4.3M
47	PensionDanmark Pensionsforsikringsaktieselskab	Shares	43.4KSH	$4.3M
48	Prospera Financial Services Inc	Shares	40.5KSH	$4.0M
49	Sawyer & Company, Inc	Shares	40.0KSH	$3.9M
50	Louisiana State Employees Retirement System	Shares	39.5KSH	$3.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 481 loaded

#		Instrument
1	Brookstone Capital Management added	Shares	+233.4K	+$23.1M	$24.6M
2	Hamlin Capital Management, LLC added	Shares	+59.6K	+$12.9M	$117.7M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+70.1K	+$9.5M	$48.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+44.9K	+$6.5M	$19.0M
5	Swedbank AB added	Shares	+52.6K	+$6.4M	$24.6M
6	Martin Capital Partners, LLC added	Shares	+46.7K	+$5.3M	$5.3M
7	Welch Group, LLC added	Shares	+19.1K	+$4.9M	$49.5M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-17.4K	+$4.3M	$93.7M
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+27.8K	+$3.2M	$9.6M
10	Fluent Financial, LLC new	Shares	+27.7K	+$2.7M	$2.7M
11	Fideuram Asset Management (Ireland) dac added	Shares	+26.4K	+$2.6M	$2.8M
12	CAPITAL ADVISORS INC/OK added	Shares	+6.0K	+$2.4M	$29.7M
13	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+882	+$2.2M	$33.8M
14	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+8.2K	+$2.1M	$21.3M
15	TECTONIC ADVISORS LLC added	Shares	+13.1K	+$1.9M	$10.6M
16	Apollon Wealth Management, LLC added	Shares	+17.7K	+$1.8M	$3.4M
17	PARTHENON LLC added	Shares	+1.7K	+$1.7M	$24.4M
18	LaFleur & Godfrey LLC added	Shares	+9.8K	+$1.6M	$11.6M
19	GODSEY & GIBB, INC added	Shares	+4.7K	+$1.6M	$18.9M
20	J.W. COLE ADVISORS, INC. new	Shares	+15.8K	+$1.6M	$1.6M
21	First Bank & Trust added	Shares	+13.9K	+$1.5M	$3.0M
22	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+4.4K	+$1.5M	$16.6M
23	GAMMA Investing LLC added	Shares	+13.4K	+$1.4M	$2.8M
24	FENIMORE ASSET MANAGEMENT INC trimmed	Shares	-682	+$1.3M	$21.8M
25	Y-Intercept (Hong Kong) Ltd new	Shares	+12.6K	+$1.2M	$1.2M
26	Sidoxia Capital Management, LLC new	Shares	+11.6K	+$1.1M	$1.1M
27	Sivia Capital Partners, LLC new	Shares	+11.2K	+$1.1M	$1.1M
28	Curated Wealth Partners LLC new	Shares	+9.1K	+$1.1M	$1.1M
29	IFM Investors Pty Ltd added	Shares	+6.4K	+$1.1M	$7.3M
30	Merit Financial Group, LLC added	Shares	+8.8K	+$1.0M	$3.3M
31	BENJAMIN EDWARDS INC added	Shares	+1.9K	+$993.6K	$12.9M
32	Alley Investment Management Company, LLC trimmed	Shares	-3.2K	+$929.4K	$19.4M
33	ISTHMUS PARTNERS, LLC added	Shares	+1.5K	+$922.2K	$12.5M
34	Czech National Bank added	Shares	+3.8K	+$919.9K	$9.0M
35	Brindle & Bay Financial Advisors, LLC new	Shares	+9.3K	+$917.3K	$917.3K
36	LBP AM SA added	Shares	+8.1K	+$877.7K	$2.1M
37	CALEDONIA INVESTMENTS PLC unchanged	Shares	0	+$831.3K	$13.1M
38	Trilogy Capital Inc. added	Shares	+5.8K	+$762.3K	$3.5M
39	JGP Wealth Management, LLC added	Shares	+3.0K	+$754.5K	$7.5M
40	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+273	+$693.2K	$10.6M
41	NAPLES GLOBAL ADVISORS, LLC added	Shares	+2.3K	+$686.7K	$7.5M
42	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+4.5K	+$684.2K	$4.3M
43	Gallacher Capital Management LLC new	Shares	+6.5K	+$639.4K	$639.4K
44	Abel Hall, LLC new	Shares	+5.8K	+$566.9K	$566.9K
45	SIGNATUREFD, LLC added	Shares	+4.9K	+$560.5K	$1.8M
46	NorthCrest Asset Manangement, LLC added	Shares	+4.5K	+$554.9K	$1.0M
47	Confluence Wealth Services, Inc. added	Shares	+5.0K	+$508.5K	$831.1K
48	ALBION FINANCIAL GROUP /UT added	Shares	+2.2K	+$489.5K	$4.6M
49	WADDELL & ASSOCIATES, LLC new	Shares	+4.6K	+$452.0K	$452.0K
50	BAM Wealth Management, LLC new	Shares	+4.3K	+$418.1K	$418.1K

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