Who holds PAYXticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PAYCHEX INC · COM · quarter ended 2026-03-31 · 21 members disclosed PAYX ↗

1,212

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$24.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

613

addsholders whose share count rose or who opened the position (new + add), by shares

205

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PAYX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital International Investors	$2.8B	29,948,686	−316,488	trim
2	BlackRock, Inc.	$2.6B	28,414,452	+536,054	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	20,965,270	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	15,249,560	—	no prior
5	STATE STREET CORP	$1.3B	14,049,628	+61,235	add
6	GEODE CAPITAL MANAGEMENT, LLC	$951M	10,270,528	+565,104	add
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$864M	9,375,253	−2,174,920	trim
8	FEDERATED HERMES, INC.	$542M	5,885,576	+3,476,347	add
9	MORGAN STANLEY	$488M	5,298,028	+454,780	add
10	Invesco Ltd.	$484M	5,250,908	+1,290,393	add
11	BANK OF AMERICA CORP /DE/	$398M	4,323,890	−1,027,336	trim
12	WELLS FARGO & COMPANY/MN	$391M	4,239,248	−2,250,689	trim
13	NORTHERN TRUST CORP	$368M	3,996,797	−339,078	trim
14	Select Equity Group, L.P.	$338M	3,670,073	−2,046,164	trim
15	UBS Group AG	$325M	3,532,389	+101,678	add
16	DIMENSIONAL FUND ADVISORS LP	$260M	2,822,569	−59,646	trim
17	ENVESTNET ASSET MANAGEMENT INC	$256M	2,774,473	+556,607	add
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$249M	2,699,393	+9,299	add
19	Legal & General Group Plc	$216M	2,345,121	−110,314	trim
20	FIRST TRUST ADVISORS LP	$216M	2,344,056	+278,507	add
21	Capital Research Global Investors	$193M	2,098,312	+180,506	add
22	AMERIPRISE FINANCIAL INC	$191M	2,016,718	+83,893	add
23	Bank of New York Mellon Corp	$185M	2,007,580	−31,254	trim
24	Guinness Asset Management LTD	$181M	1,968,734	+241,540	add
25	STIFEL FINANCIAL CORP	$170M	1,845,758	+878,618	add
26	VANGUARD FIDUCIARY TRUST CO	$169M	1,833,083	—	no prior
27	RAYMOND JAMES FINANCIAL INC	$161M	1,750,562	+435,114	add
28	Amundi	$151M	1,634,609	+28,844	add
29	LPL Financial LLC	$134M	1,451,615	+428,534	add
30	VICTORY CAPITAL MANAGEMENT INC	$129M	1,399,866	+928,820	add
31	DEUTSCHE BANK AG\	$129M	1,399,380	+268,769	add
32	LONDON CO OF VIRGINIA	$125M	1,354,123	−91,760	trim
33	ROYAL BANK OF CANADA	$121M	1,316,671	+48,797	add
34	RENAISSANCE TECHNOLOGIES LLC	$107M	1,166,201	+72,000	add
35	Hamlin Capital Management, LLC	$105M	1,137,170	−221,855	trim
36	MILLENNIUM MANAGEMENT LLC	$105M	1,134,979	+1,018,447	add
37	FMR LLC	$97.6M	1,059,823	+390,151	add
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$95.0M	1,031,353	−329,241	trim
39	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$91.1M	988,820	−362,391	trim
40	Nuveen, LLC	$90.3M	980,154	+107,269	add
41	Swiss Life Asset Management Ltd	$89.8M	975,247	+116,168	add
42	CONFLUENCE INVESTMENT MANAGEMENT LLC	$89.3M	969,809	−17,450	trim
43	Swiss National Bank	$87.3M	948,100	+60,500	add
44	BARCLAYS PLC	$85.1M	923,372	−299,175	trim
45	AQR CAPITAL MANAGEMENT LLC	$84.1M	912,572	+800,308	add
46	Sumitomo Mitsui Trust Group, Inc.	$79.2M	859,680	−46,723	trim
47	MCDONALD CAPITAL INVESTORS INC/CA	$77.3M	839,205	−3,656	trim
48	CITIGROUP INC	$73.9M	801,841	+412,247	add
49	Mitsubishi UFJ Asset Management Co., Ltd.	$71.6M	777,560	+70,589	add
50	Baird Financial Group, Inc.	$70.9M	770,007	+770,007	new
51	FRANKLIN RESOURCES INC	$70.4M	763,914	−30,537	trim
52	ALLIANCEBERNSTEIN L.P.	$69.5M	619,761	+153,356	add
53	Corient Private Wealth LLC	$68.4M	742,114	−869,402	trim
54	HSBC HOLDINGS PLC	$66.7M	723,499	−813,217	trim
55	Vanguard Global Advisers, LLC	$65.1M	706,706	—	no prior
56	National Pension Service	$63.1M	684,974	+684,974	new
57	PFA Pension, Forsikringsaktieselskab	$61.6M	668,703	+668,703	new
58	VANGUARD ASSET MANAGEMENT, Ltd	$60.7M	658,813	—	no prior
59	WEDGE CAPITAL MANAGEMENT L L P/NC	$52.0M	563,967	+10,172	add
60	CRAWFORD INVESTMENT COUNSEL INC	$51.3M	557,215	+509,091	add
61	DONALDSON CAPITAL MANAGEMENT, LLC	$51.2M	555,849	+148,718	add
62	NOMURA ASSET MANAGEMENT CO LTD	$49.0M	531,468	+60,596	add
63	Capital International, Inc./CA/	$48.2M	523,157	+115,017	add
64	Epoch Investment Partners, Inc.	$47.6M	516,948	+130,269	add
65	Woodline Partners LP	$47.6M	516,587	+461,323	add
66	Mariner, LLC	$47.0M	510,693	+20,537	add
67	ProShare Advisors LLC	$46.6M	505,455	−123,375	trim
68	BAHL & GAYNOR INC	$44.9M	487,387	−1,205,622	trim
69	BANK OF NOVA SCOTIA	$43.2M	468,814	+74,521	add
70	LAZARD ASSET MANAGEMENT LLC	$42.9M	465,374	+465,374	new
71	BNP Paribas Asset Management Holding S.A.	$42.4M	460,808	−217,553	trim
72	Assenagon Asset Management S.A.	$42.0M	455,607	+254,727	add
73	Capital World Investors	$40.5M	440,000	0	no change
74	NORDEA INVESTMENT MANAGEMENT AB	$40.4M	436,182	−721,303	trim
75	Willis Investment Counsel	$40.3M	437,030	+110,358	add
76	Cerity Partners LLC	$38.9M	422,426	+57,663	add
77	Mirae Asset Global Investments Co., Ltd.	$38.9M	422,213	−47,577	trim
78	PRINCIPAL FINANCIAL GROUP INC	$37.5M	406,885	+16,883	add
79	Quantinno Capital Management LP	$35.8M	388,686	+216,781	add
80	GRANDFIELD & DODD, LLC	$35.6M	386,178	+18,346	add
81	&PARTNERS	$34.2M	371,350	−17,590	trim
82	Troy Asset Management Ltd	$33.7M	365,950	−209,815	trim
83	WELCH & FORBES LLC	$33.4M	362,116	−6,357	trim
84	MML INVESTORS SERVICES, LLC	$32.1M	348,003	−25,104	trim
85	ALPS ADVISORS INC	$31.3M	339,433	+63,278	add
86	BANK OF MONTREAL /CAN/	$29.9M	324,050	−41,890	trim
87	NATIONAL BANK OF CANADA /FI/	$29.8M	323,975	−99,739	trim
88	BAILLIE GIFFORD & CO	$29.8M	323,642	+19,580	add
89	RWC Asset Management LLP	$29.8M	323,416	−11,543	trim
90	Universal- Beteiligungs- und Servicegesellschaft mbH	$29.7M	321,961	−23,706	trim
91	TD ASSET MANAGEMENT INC	$29.1M	315,844	+41,282	add
92	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$28.5M	309,320	+77,981	add
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.3M	306,850	+306,850	new
94	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$28.0M	304,136	+171,976	add
95	Artisan Partners Limited Partnership	$27.6M	299,664	+299,664	new
96	DANSKE BANK A/S	$27.6M	299,074	+93,733	add
97	CAPITAL ADVISORS INC/OK	$27.3M	296,342	+7,219	add
98	ADAGE CAPITAL PARTNERS GP, L.L.C.	$26.7M	289,446	+112,000	add
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$25.9M	281,522	0	no change
100	AVIVA PLC	$25.8M	279,719	+7,775	add
101	Gotham Asset Management, LLC	$25.4M	275,746	−81,364	trim
102	Cetera Investment Advisers	$24.9M	269,833	+74,805	add
103	TRUIST FINANCIAL CORP	$24.7M	268,641	+60,491	add
104	Aberdeen Group plc	$23.9M	259,576	+20,016	add
105	CIBC Asset Management Inc	$23.3M	252,699	+25,678	add
106	COMMONWEALTH EQUITY SERVICES, LLC	$22.8M	246,975	+19,503	add
107	PARTHENON LLC	$22.7M	246,323	+1,433	add
108	Prevatt Capital Ltd	$22.6M	245,000	+245,000	new
109	Connor, Clark & Lunn Investment Management Ltd.	$22.3M	242,553	+38,300	add
110	NEOS Investment Management LLC	$21.9M	237,306	+45,386	add
111	Chevy Chase Trust Holdings, LLC	$21.3M	231,037	−8,587	trim
112	Van Cleef Asset Management,Inc	$21.0M	227,971	+21,330	add
113	APG Asset Management N.V.	$20.9M	262,027	−24,733	trim
114	HANCOCK WHITNEY CORP	$20.7M	224,731	+2,289	add
115	GLENMEDE TRUST CO NA	$20.7M	224,532	−7,488	trim
116	Creative Planning	$20.5M	223,009	+73,495	add
117	FENIMORE ASSET MANAGEMENT INC	$20.5M	222,145	−203,446	trim
118	ROYAL LONDON ASSET MANAGEMENT LTD	$20.4M	221,445	+996	add
119	Focus Partners Wealth	$20.2M	218,883	+7,343	add
120	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$19.7M	213,422	+213,422	new
121	Windsor Advisory Group, LLC	$19.5M	212,096	+336	add
122	Alley Investment Management Company, LLC	$18.5M	200,847	+36,486	add
123	Swedbank AB	$18.2M	197,221	+15,065	add
124	Jain Global LLC	$17.8M	193,344	+142,646	add
125	GODSEY & GIBB, INC	$17.3M	187,744	+23,660	add
126	HighTower Advisors, LLC	$17.2M	187,075	+30,186	add
127	NEW YORK STATE COMMON RETIREMENT FUND	$17.1M	186,040	−1,625	trim
128	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$17.1M	186,023	−236,094	trim
129	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$17.1M	185,933	−14,880	trim
130	Pictet Asset Management Holding SA	$16.4M	177,800	−13,772	trim
131	STATE OF WISCONSIN INVESTMENT BOARD	$15.9M	172,987	+5,175	add
132	Mitsubishi UFJ Trust & Banking Corp	$15.4M	167,001	−2,269	trim
133	GATEWAY INVESTMENT ADVISERS LLC	$15.1M	164,261	+904	add
134	FIFTH THIRD BANCORP	$15.0M	162,792	+127,503	add
135	Vanguard Investments Australia, Ltd.	$14.8M	160,622	—	no prior
136	INVESTMENT HOUSE LLC	$14.4M	156,748	−24,222	trim
137	PRUDENTIAL FINANCIAL INC	$14.3M	154,958	−3,836	trim
138	Distillate Capital Partners LLC	$14.0M	152,328	−275	trim
139	US BANCORP \DE\	$13.9M	150,677	−22,295	trim
140	MARKEL GROUP INC.	$13.8M	150,000	0	no change
141	Korea Investment CORP	$13.7M	148,575	−65,165	trim
142	Asset Management One Co., Ltd.	$13.7M	148,301	+2,396	add
143	OSAIC HOLDINGS, INC.	$13.6M	146,946	+4,668	add
144	Rafferty Asset Management, LLC	$13.3M	144,084	+5,994	add
145	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$13.0M	140,945	+55,900	add
146	Empowered Funds, LLC	$12.7M	137,328	+137,328	new
147	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$12.5M	141,573	−60,873	trim
148	Aware Super Pty Ltd as trustee of Aware Super	$12.5M	135,254	—	no prior
149	AMERICAN CENTURY COMPANIES INC	$12.4M	135,101	+32,996	add
150	BLAIR WILLIAM & CO/IL	$12.3M	133,699	−13,571	trim
151	SEB Asset Management AB	$12.3M	133,287	—	no prior
152	BLI - Banque de Luxembourg Investments	$12.3M	109,965	+109,965	new
153	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$12.1M	131,659	−724,576	trim
154	BENJAMIN EDWARDS INC	$11.9M	129,442	+19,088	add
155	CREDIT AGRICOLE S A	$11.8M	128,274	−15,792	trim
156	First Long Island Investors, LLC	$11.7M	127,152	+7,541	add
157	CITADEL ADVISORS LLC	$11.6M	126,454	−115,029	trim
158	SEI INVESTMENTS CO	$11.6M	126,256	−19,034	trim
159	ISTHMUS PARTNERS, LLC	$11.6M	125,487	+125,487	new
160	Soltis Investment Advisors LLC	$11.4M	124,167	+57,777	add
161	M&T BANK CORP	$11.4M	123,979	+8,013	add
162	Trexquant Investment LP	$11.1M	120,677	−22,572	trim
163	KLP KAPITALFORVALTNING AS	$11.1M	120,579	+5,500	add
164	TOCQUEVILLE ASSET MANAGEMENT L.P.	$11.1M	120,486	+116,277	add
165	Crossmark Global Holdings, Inc.	$10.9M	117,927	—	no prior
166	Resona Asset Management Co.,Ltd.	$10.6M	115,357	+7,757	add
167	Miramar Capital, LLC	$10.6M	115,404	+35,062	add
168	U.S. Capital Wealth Advisors, LLC	$10.6M	115,318	+22,212	add
169	Lansforsakringar Fondforvaltning AB (publ)	$10.0M	108,501	−600	trim
170	LaFleur & Godfrey LLC	$10.0M	108,499	+316	add
171	W.G. Shaheen & Associates DBA Whitney & Co	$10.0M	108,498	+1,878	add
172	CIBC Bancorp USA Inc.	$9.9M	107,717	—	no prior
173	MATTERN CAPITAL MANAGEMENT, LLC	$9.9M	107,298	+33,710	add
174	State of New Jersey Common Pension Fund D	$9.8M	106,633	0	no change
175	Vantage Investment Partners, LLC	$9.8M	106,021	−161	trim
176	GUGGENHEIM CAPITAL LLC	$9.7M	105,388	−1,902	trim
177	BROWN ADVISORY INC	$9.5M	103,458	+30,207	add
178	Sone Capital Management, LLC	$9.5M	103,401	+25,663	add
179	NISA INVESTMENT ADVISORS, LLC	$9.3M	100,423	−6,465	trim
180	GRIMES & Co WEALTH MANAGEMENT, LLC	$9.2M	99,834	+3,328	add
181	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$9.1M	98,262	−3,447	trim
182	TORONTO DOMINION BANK	$9.0M	98,160	−14,658	trim
183	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.9M	96,996	+2,758	add
184	TECTONIC ADVISORS LLC	$8.8M	95,120	+15,412	add
185	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.7M	94,266	−479	trim
186	WELLINGTON MANAGEMENT GROUP LLP	$8.5M	92,589	+11,279	add
187	DnB Asset Management AS	$8.5M	91,835	−43,392	trim
188	Daiwa Securities Group Inc.	$8.5M	91,777	+4,443	add
189	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.4M	91,077	−400	trim
190	BAXTER BROS INC	$8.3M	90,144	−3,175	trim
191	Calamos Advisors LLC	$8.3M	89,936	0	no change
192	Lafayette Investments, Inc.	$8.2M	89,504	+59	add
193	Advisors Asset Management, Inc.	$8.2M	89,298	+6,116	add
194	Callahan Advisors, LLC	$8.2M	89,091	+8,875	add
195	DAVENPORT & Co LLC	$8.2M	89,016	+37,113	add
196	Arizona State Retirement System	$8.2M	88,515	−2,899	trim
197	First Nebraska Trust Co	$8.1M	88,177	—	no prior
198	Czech National Bank	$8.1M	87,987	+2,578	add
199	Wealthfront Advisers LLC	$8.1M	87,924	+62,437	add
200	Danica Pension, Livsforsikringsaktieselskab	$8.1M	87,723	+87,723	new
201	Asset Advisors Investment Management, LLC	$8.0M	86,895	−7,312	trim
202	Tredje AP-fonden	$8.0M	86,549	+86,549	new
203	Sanctuary Advisors, LLC	$7.6M	82,733	−40	trim
204	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$7.6M	82,291	+48,252	add
205	MetLife Investment Management, LLC	$7.4M	80,037	−2,456	trim
206	STOREBRAND ASSET MANAGEMENT AS	$7.4M	79,825	—	no prior
207	COMMERCE BANK	$7.3M	78,856	−8,646	trim
208	COOPER/HAIMS ADVISORS, LLC	$7.2M	78,596	+50	add
209	EXENCIAL WEALTH ADVISORS, LLC	$7.2M	78,355	+5,298	add
210	Channing Capital Management, LLC	$7.1M	77,457	+77,457	new
211	Inspire Investing, LLC	$7.1M	76,890	+15,047	add
212	Hendershot Investments Inc.	$7.1M	76,692	+4,847	add
213	Ruffer LLP	$7.1M	76,426	+76,426	new
214	Kepler Cheuvreux (Suisse) SA	$7.0M	76,519	−27,155	trim
215	Vanguard Personalized Indexing Management, LLC	$7.0M	75,794	+26,400	add
216	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.9M	75,257	−85	trim
217	MERCER GLOBAL ADVISORS INC /ADV	$6.9M	75,153	+22,445	add
218	JGP Wealth Management, LLC	$6.8M	73,688	−5,073	trim
219	NAPLES GLOBAL ADVISORS, LLC	$6.8M	73,578	+4,760	add
220	Pathstone Holdings, LLC	$6.7M	72,195	+20,636	add
221	American Money Management, LLC	$6.5M	70,663	+22,674	add
222	Rakuten Investment Management, Inc.	$6.4M	69,155	+7,120	add
223	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$6.4M	69,865	+867	add
224	Edgestream Partners, L.P.	$6.4M	69,763	−30,594	trim
225	XPONANCE LLC	$6.4M	69,325	+7,584	add
226	Elo Mutual Pension Insurance Co	$6.4M	68,954	+229	add
227	Retirement Systems of Alabama	$6.3M	68,606	−300	trim
228	IFM Investors Pty Ltd	$6.3M	68,319	+4,825	add
229	Orion Porfolio Solutions, LLC	$6.3M	67,879	+25,987	add
230	Greenfield Seitz Capital Management, LLC	$6.2M	67,636	+22,602	add
231	VOYA INVESTMENT MANAGEMENT LLC	$6.1M	66,232	−235	trim
232	Rodgers Brothers Inc.	$6.1M	66,182	+24,075	add
233	PRUDENTIAL PLC	$6.1M	65,806	0	no change
234	Atria Investments, Inc	$6.0M	64,804	+3,482	add
235	Weiss Asset Management LP	$5.9M	63,900	+63,900	new
236	USS Investment Management Ltd	$5.8M	63,290	+5,349	add
237	Eurizon Capital SGR S.p.A.	$5.8M	62,932	+13,050	add
238	Ethic Inc.	$5.7M	61,973	+8,438	add
239	Prana Capital Management, LP	$5.6M	61,137	+58,470	add
240	Envestnet Portfolio Solutions, Inc.	$5.6M	61,136	−13,738	trim
241	Two Point Capital Management, Inc.	$5.5M	59,838	−13	trim
242	TEACHER RETIREMENT SYSTEM OF TEXAS	$5.3M	57,554	−103,499	trim
243	CWM, LLC	$5.3M	57,418	+38,361	add
244	ASSETMARK, INC	$5.2M	56,885	+29,424	add
245	Rench Wealth Management, Inc.	$5.2M	56,298	+219	add
246	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.2M	56,251	+16,248	add
247	Osmosis Investment Management UK Ltd	$5.1M	55,141	−8,589	trim
248	Stonebridge Financial Group, LLC	$5.1M	54,849	+12,382	add
249	Generali Asset Management SPA SGR	$5.0M	54,691	+4,012	add
250	Tidal Investments LLC	$5.0M	54,270	+11,796	add
251	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.0M	54,228	+54,228	new
252	CANANDAIGUA NATIONAL CORP	$5.0M	53,942	—	no prior
253	Silver Lake Advisory, LLC	$5.0M	53,855	+655	add
254	Sienna Gestion	$4.9M	52,729	+1,380	add
255	Westbourne Investment Advisors, Inc.	$4.9M	53,614	+1,917	add
256	BOURNE LENT ASSET MANAGEMENT INC	$4.9M	53,607	−512	trim
257	CIBC WORLD MARKET INC.	$4.9M	52,872	+1,511	add
258	Ensign Peak Advisors, Inc	$4.9M	52,741	−38,397	trim
259	Utah Retirement Systems	$4.8M	52,453	−871	trim
260	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$4.8M	52,375	+1,489	add
261	IEQ CAPITAL, LLC	$4.8M	52,176	+45,435	add
262	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.8M	52,107	+9,987	add
263	Rockefeller Capital Management L.P.	$4.8M	51,714	−905	trim
264	Taylor Hoffman Capital Management LLC	$4.7M	50,693	+8,721	add
265	CANADA PENSION PLAN INVESTMENT BOARD	$4.6M	49,900	−44,518	trim
266	TWO SIGMA INVESTMENTS, LP	$4.6M	49,782	−247,991	trim
267	Squarepoint Ops LLC	$4.5M	49,172	−164,120	trim
268	William Allan Corp	$4.5M	49,089	+7,292	add
269	SCHRODER INVESTMENT MANAGEMENT GROUP	$4.5M	48,973	−60,678	trim
270	Wilmington Savings Fund Society, FSB	$4.5M	48,916	−1,768	trim
271	LETSON INVESTMENT MANAGEMENT, INC.	$4.4M	47,985	−129	trim
272	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.4M	47,826	+841	add
273	MACKENZIE FINANCIAL CORP	$4.3M	46,635	−19,842	trim
274	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.2M	45,961	+1,307	add
275	UMB Bank, n.a.	$4.2M	45,370	−62,951	trim
276	OpenArc Corporate Advisory, LLC	$4.1M	44,957	−511	trim
277	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.1M	44,523	−12,917	trim
278	ALBION FINANCIAL GROUP /UT	$4.1M	44,139	−2,521	trim
279	OneDigital Investment Advisors LLC	$4.0M	43,601	+515	add
280	Verdence Capital Advisors LLC	$4.0M	43,060	+16,818	add
281	Walleye Capital LLC	$4.0M	43,000	+27,790	add
282	BONTEMPO OHLY CAPITAL MGMT LLC	$4.0M	42,893	+10,851	add
283	AE Wealth Management LLC	$3.9M	42,561	+2,712	add
284	Steward Partners Investment Advisory, LLC	$3.9M	41,841	−1,524	trim
285	Kestra Advisory Services, LLC	$3.8M	41,366	−7,440	trim
286	SHELTON CAPITAL MANAGEMENT	$3.8M	41,331	−1,480	trim
287	Janus Henderson Group Ltd.	$3.8M	41,085	−1,936	trim
288	Chicago Capital, LLC	$3.8M	40,930	−630	trim
289	AGF MANAGEMENT LTD	$3.7M	40,443	+13,195	add
290	Groupe la Francaise	$3.7M	40,235	+7,991	add
291	Sawyer & Company, Inc	$3.7M	39,934	−391	trim
292	Norinchukin Bank, The	$3.6M	39,469	+1,178	add
293	Prospera Financial Services Inc	$3.6M	38,793	−486	trim
294	AUXIER ASSET MANAGEMENT LLC	$3.5M	37,893	−171	trim
295	QUADRANT CAPITAL GROUP LLC	$3.5M	37,703	+27,543	add
296	Ridgepath Capital Management LLC	$3.5M	37,460	−3,306	trim
297	OAK ASSOCIATES LTD /OH/	$3.4M	37,384	0	no change
298	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.4M	37,028	−45	trim
299	Summit Trail Advisors, LLC	$3.4M	36,585	+18,819	add
300	NewEdge Advisors, LLC	$3.4M	36,460	+36,460	new
301	Vestmark Advisory Solutions, Inc.	$3.3M	35,736	+10,350	add
302	OP Asset Management Ltd	$3.3M	35,567	—	no prior
303	OPUS INVESTMENT MANAGEMENT INC	$3.3M	35,400	0	no change
304	YOUSIF CAPITAL MANAGEMENT, LLC	$3.2M	35,002	−2,104	trim
305	REGIONS FINANCIAL CORP	$3.2M	34,628	−1,493	trim
306	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.2M	34,372	−417	trim
307	UniSuper Management Pty Ltd	$3.1M	34,090	−103,493	trim
308	Midwest Trust Co	$3.1M	34,075	−2,143	trim
309	B. Metzler seel. Sohn & Co. AG	$3.1M	33,910	+327	add
310	Signature Wealth Management Group	$3.1M	33,713	+708	add
311	MGO ONE SEVEN LLC	$3.1M	33,708	+24,527	add
312	OPPENHEIMER & CO INC	$3.1M	33,652	+10,807	add
313	Cypress Capital Group	$3.1M	33,392	−4,567	trim
314	Argyle Capital Management, LLC	$3.1M	33,210	−350	trim
315	STEPHENS INC /AR/	$3.0M	33,070	−302	trim
316	XXEC, Inc.	$3.0M	32,927	+32,927	new
317	D.A. DAVIDSON & CO.	$3.0M	32,553	−233	trim
318	BALDWIN WEALTH PARTNERS LLC/MA	$3.0M	32,364	−2,386	trim
319	CEERA INVESTMENTS, LLC	$3.0M	32,347	+12,887	add
320	Sandhill Capital Partners LLC	$3.0M	32,231	−3,382	trim
321	WOODMONT INVESTMENT COUNSEL LLC	$3.0M	32,126	−1,064	trim
322	Private Advisor Group, LLC	$2.9M	31,917	+1,581	add
323	KEYBANK NATIONAL ASSOCIATION/OH	$2.9M	31,448	−4,136	trim
324	Vident Advisory, LLC	$2.9M	31,326	+11,822	add
325	Hamilton Point Investment Advisors, LLC	$2.9M	31,113	+4	add
326	Quantbot Technologies LP	$2.9M	31,069	+1,604	add
327	Royal Fund Management, LLC	$2.8M	30,629	+2,459	add
328	Pinnacle Financial Partners, Inc.	$2.8M	30,660	+633	add
329	Investment Management Corp of Ontario	$2.8M	30,412	+1,200	add
330	Capital Group Private Client Services, Inc.	$2.8M	30,378	−13,886	trim
331	Capital Investment Counsel, Inc	$2.8M	30,270	+5,755	add
332	Trilogy Capital Inc.	$2.8M	30,135	+4,595	add
333	QRG CAPITAL MANAGEMENT, INC.	$2.8M	30,066	−16,434	trim
334	Kingsview Wealth Management, LLC	$2.8M	29,945	−32,402	trim
335	Indivisible Partners	$2.7M	29,379	−1,837	trim
336	DF DENT & CO INC	$2.7M	29,233	−3,145	trim
337	Siemens Fonds Invest GmbH	$2.7M	28,841	−2,339	trim
338	MACQUARIE GROUP LTD	$2.6M	28,472	−29,950	trim
339	MSH Capital Advisors LLC	$2.6M	28,387	+2,781	add
340	Linden Thomas Advisory Services, LLC	$2.6M	28,359	+1,941	add
341	FULTON BANK, N.A.	$2.6M	27,861	+16,588	add
342	FINANCIAL ADVISORY PARTNERS, LLC	$2.5M	27,405	+548	add
343	ASR Vermogensbeheer N.V.	$2.5M	27,363	+549	add
344	MAI Capital Management	$2.5M	27,307	−2,562	trim
345	Ally Financial Inc.	$2.5M	27,000	+7,000	add
346	Twin Tree Management, LP	$2.5M	26,959	+26,959	new
347	Arax Advisory Partners	$2.5M	26,867	+22,758	add
348	PFG Advisors	$2.4M	26,272	+665	add
349	Core Alternative Capital	$2.4M	26,100	−2,488	trim
350	PROFUND ADVISORS LLC	$2.4M	26,076	−5,191	trim
351	Borer Denton & Associates, Inc.	$2.4M	25,967	−150	trim
352	Raleigh Capital Management Inc.	$2.4M	25,835	+14,425	add
353	Candriam S.C.A.	$2.4M	25,834	−9,216	trim
354	Concurrent Investment Advisors, LLC	$2.4M	25,516	−1,439	trim
355	Southeast Asset Advisors, LLC	$2.3M	25,307	−3,173	trim
356	Farringdon Capital, Ltd.	$2.3M	24,900	+24,900	new
357	Merit Financial Group, LLC	$2.3M	24,770	+462	add
358	OPPENHEIMER ASSET MANAGEMENT INC.	$2.3M	24,467	+16,614	add
359	Lantz Financial LLC	$2.2M	24,305	+3,030	add
360	Great Diamond Partners, LLC	$2.2M	24,140	+267	add
361	Avanza Fonder AB	$2.2M	23,890	0	no change
362	Aurora Investment Counsel	$2.2M	23,840	+23,840	new
363	Columbus Macro, LLC	$2.2M	23,824	+23,824	new
364	NewEdge Wealth, LLC	$2.2M	23,684	−9,679	trim
365	FIRST NATIONAL BANK OF OMAHA	$2.2M	23,325	−464	trim
366	Frank, Rimerman Advisors LLC	$2.1M	23,324	+21,274	add
367	COURIER CAPITAL LLC	$2.1M	23,237	−930	trim
368	XTX Topco Ltd	$2.1M	23,093	+23,093	new
369	Allianz Asset Management GmbH	$2.1M	22,980	−9,336	trim
370	Sepio Capital, LP	$2.1M	22,919	+315	add
371	Shoker Investment Counsel, Inc.	$2.1M	22,836	−677	trim
372	TWIN CAPITAL MANAGEMENT INC	$2.1M	22,824	−5,692	trim
373	Carnegie Investment Counsel	$2.1M	22,765	+8,620	add
374	Brooklyn Investment Group	$2.1M	22,521	+17,128	add
375	Jefferies Financial Group Inc.	$2.1M	22,453	+5,262	add
376	Ashton Thomas Private Wealth, LLC	$2.1M	22,371	+9,888	add
377	Glenview Trust Co	$2.1M	22,320	+2,443	add
378	Stratos Wealth Partners, LTD.	$2.0M	22,128	+2,743	add
379	Tower Research Capital LLC (TRC)	$2.0M	22,084	+506	add
380	Callan Family Office, LLC	$2.0M	21,879	+7,189	add
381	CHOREO, LLC	$2.0M	21,618	−765	trim
382	Lido Advisors, LLC	$2.0M	21,578	+9,919	add
383	PRINCIPAL SECURITIES, INC.	$2.0M	21,529	+2,257	add
384	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$2.0M	21,474	+580	add
385	EXCHANGE TRADED CONCEPTS, LLC	$2.0M	21,435	+3,052	add
386	PINNACLE ASSOCIATES LTD	$2.0M	21,388	+1,294	add
387	CastleKnight Management LP	$2.0M	21,200	+21,200	new
388	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.9M	21,114	+21,114	new
389	Magnetar Financial LLC	$1.9M	20,799	+20,799	new
390	Hennion & Walsh Asset Management, Inc.	$1.9M	21,023	−1,937	trim
391	Robeco Institutional Asset Management B.V.	$1.9M	20,925	−591	trim
392	Caldwell Trust Co	$1.9M	20,625	−1,231	trim
393	Equitable Holdings, Inc.	$1.9M	18,479	+8,683	add
394	Capital International Sarl	$1.9M	20,334	−190	trim
395	Armbruster Capital Management, Inc.	$1.9M	20,299	+107	add
396	Cordatus Wealth Management LLC	$1.9M	20,105	+225	add
397	Global X Japan Co., Ltd.	$1.8M	20,080	+858	add
398	FIDUCIARY TRUST CO	$1.8M	20,046	−460	trim
399	Clarkston Capital Partners, LLC	$1.8M	19,608	−178,288	trim
400	Canada Post Corp Registered Pension Plan	$1.8M	19,586	+1,315	add
401	CAXTON ASSOCIATES LLP	$1.8M	19,572	+12,666	add
402	MIZUHO SECURITIES USA LLC	$1.8M	19,531	−4,054	trim
403	FIRST CITIZENS BANK & TRUST CO	$1.8M	19,416	−106	trim
404	Bleakley Financial Group, LLC	$1.8M	19,358	+7,784	add
405	Measured Risk Portfolios, Inc.	$1.8M	19,104	+19,104	new
406	Knollwood Investment Advisory, LLC	$1.8M	19,068	0	no change
407	INTECH INVESTMENT MANAGEMENT LLC	$1.7M	18,874	+4,744	add
408	Texas Yale Capital Corp.	$1.7M	18,758	−250	trim
409	Kestra Investment Management, LLC	$1.7M	18,539	+18,539	new
410	Great Lakes Retirement, Inc.	$1.7M	18,532	+1,344	add
411	CWA Asset Management Group, LLC	$1.7M	18,414	−131	trim
412	Sequoia Financial Advisors, LLC	$1.7M	18,400	+453	add
413	Ascent Group, LLC	$1.7M	18,219	+444	add
414	HARTFORD INVESTMENT MANAGEMENT CO	$1.7M	18,207	−468	trim
415	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$1.7M	18,093	−435	trim
416	Private Capital Management, LLC	$1.7M	18,057	+8,182	add
417	Allspring Global Investments Holdings, LLC	$1.7M	18,278	−11,458	trim
418	WEALTH ALLIANCE, LLC	$1.7M	18,021	+6,490	add
419	FIRST NATIONAL TRUST CO	$1.7M	18,017	−8	trim
420	GRIFFIN ASSET MANAGEMENT, INC.	$1.6M	17,863	−105	trim
421	YHB Investment Advisors, Inc.	$1.6M	17,797	−1,961	trim
422	ABN AMRO INVESTMENT SOLUTIONS	$1.6M	17,793	−121	trim
423	Donoghue Forlines LLC	$1.6M	17,717	+4,549	add
424	Independence Bank of Kentucky	$1.6M	17,711	+4,845	add
425	HOWLAND CAPITAL MANAGEMENT LLC	$1.6M	17,670	−4,308	trim
426	Chicago Partners Investment Group LLC	$1.6M	17,340	+3,368	add
427	LVW Advisors, LLC	$1.6M	17,443	−1,006	trim
428	ARQ WEALTH ADVISORS, LLC	$1.6M	17,351	+13,671	add
429	United Asset Strategies, Inc.	$1.6M	17,318	+777	add
430	Empire Financial Management Company, LLC	$1.6M	17,315	+1,454	add
431	Metis Global Partners, LLC	$1.6M	17,293	−819	trim
432	Plato Investment Management Ltd	$1.6M	17,200	−802	trim
433	OMERS ADMINISTRATION Corp	$1.6M	17,123	+3,599	add
434	PFW Advisors LLC	$1.6M	17,099	+562	add
435	Brookstone Capital Management	$1.6M	17,090	−225	trim
436	Radnor Capital Management, LLC	$1.6M	17,071	+25	add
437	AG2R LA MONDIALE GESTION D'ACTIFS	$1.6M	17,038	+1,756	add
438	Ramirez Asset Management, Inc.	$1.6M	16,992	+860	add
439	HB Wealth Management, LLC	$1.6M	16,981	+3,308	add
440	Ranch Capital Advisors Inc.	$1.5M	16,816	+353	add
441	Apollon Wealth Management, LLC	$1.5M	16,806	−3,914	trim
442	True North Advisors, LLC	$1.5M	16,756	−450	trim
443	Godshalk Welsh Capital Management, Inc.	$1.5M	16,655	−725	trim
444	Allworth Financial LP	$1.5M	16,614	+4,737	add
445	ALBERT D MASON INC	$1.5M	16,537	+8,436	add
446	Nicholson Wealth Management Group, LLC	$1.5M	16,495	+689	add
447	Banque Cantonale Vaudoise	$1.5M	16,406	+566	add
448	Ameritas Investment Partners, Inc.	$1.5M	16,252	−52	trim
449	TOMPKINS FINANCIAL CORP	$1.5M	16,204	−1,242	trim
450	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$1.5M	16,139	0	no change
451	ELEVATUS WELATH MANAGEMENT	$1.5M	16,126	−3,465	trim
452	Federation des caisses Desjardins du Quebec	$1.5M	16,054	+3,281	add
453	Redmond Asset Management, LLC	$1.5M	16,042	+753	add
454	Maryland State Retirement & Pension System	$1.5M	15,977	0	no change
455	NBT BANK, N.A.	$1.5M	15,900	−249	trim
456	GHP Investment Advisors, Inc.	$1.5M	15,848	−905	trim
457	Alesco Advisors, LLC, An ESL Co	$1.4M	15,646	+935	add
458	COLDSTREAM CAPITAL MANAGEMENT INC	$1.4M	15,514	+9,008	add
459	Ironwood Investment Counsel, LLC	$1.4M	15,286	−1,400	trim
460	SHEETS SMITH WEALTH MANAGEMENT	$1.4M	15,279	−7,392	trim
461	RIVERBRIDGE PARTNERS LLC	$1.4M	15,276	+188	add
462	EFG International AG	$1.4M	15,201	+12,217	add
463	World Investment Advisors	$1.4M	15,046	+1,237	add
464	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$1.4M	15,025	−12,254	trim
465	Snowden Capital Advisors LLC	$1.4M	15,002	+147	add
466	iSAM Funds (UK) Ltd	$1.4M	14,992	+14,992	new
467	Modern Wealth Management, LLC	$1.4M	15,126	+844	add
468	Coastline Trust Co	$1.4M	14,821	−4,697	trim
469	BRADLEY FOSTER & SARGENT INC/CT	$1.3M	14,594	+6,361	add
470	ALKEME WEALTH, LLC	$1.3M	14,571	+1,743	add
471	Savant Capital, LLC	$1.3M	14,528	+4,078	add
472	JOURNEY STRATEGIC WEALTH LLC	$1.3M	14,445	+3,080	add
473	WESTPAC BANKING CORP	$1.3M	14,295	−585	trim
474	Capital Investment Advisory Services, LLC	$1.3M	14,226	+9,074	add
475	Central Pacific Bank - Trust Division	$1.3M	14,068	−9	trim
476	Meeder Advisory Services, Inc.	$1.3M	14,067	+4,707	add
477	Wealthspire Advisors, LLC	$1.3M	14,010	+242	add
478	Clearstead Advisors, LLC	$1.3M	13,798	−805	trim
479	Palisade Asset Management, LLC	$1.3M	13,580	+2	add
480	Suncoast Equity Management	$1.2M	13,509	−138	trim
481	Stonehage Fleming Financial Services Holdings Ltd	$1.2M	13,429	+13,429	new
482	Beacon Pointe Advisors, LLC	$1.2M	13,323	+2,957	add
483	LMG Wealth Partners, LLC	$1.2M	13,288	+1,912	add
484	LBP AM SA	$1.2M	13,270	−27,247	trim
485	Sterling Investment Advisors, Ltd.	$1.2M	13,262	+13,262	new
486	MUFG Securities EMEA plc	$1.2M	13,245	−62	trim
487	RITHOLTZ WEALTH MANAGEMENT	$1.2M	13,186	+3,853	add
488	Cornell Pochily Investment Advisors, Inc.	$1.2M	13,128	−2,156	trim
489	Beverly Hills Private Wealth, LLC	$1.2M	13,124	−151	trim
490	SIGNATUREFD, LLC	$1.2M	13,110	+5,381	add
491	EP Wealth Advisors, LLC	$1.2M	13,084	−23,266	trim
492	ATWOOD & PALMER INC	$1.2M	12,887	0	no change
493	Intellectus Partners, LLC	$1.2M	12,870	+3,365	add
494	Composition Wealth, LLC	$1.2M	12,818	−1,371	trim
495	Western Wealth Management, LLC	$1.2M	12,749	+12,749	new
496	Kesler, Norman & Wride, LLC	$1.2M	12,629	+1,767	add
497	E Fund Management Co., Ltd.	$1.2M	12,527	—	no prior
498	Aptus Capital Advisors, LLC	$1.2M	12,519	−3,108	trim
499	CULBERTSON A N & CO INC	$1.2M	12,513	+12,513	new
500	Ballentine Partners, LLC	$1.2M	12,485	+4,263	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PAYX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 4 Alan Armstrong R–OK, April McClain Delaney D–MD-6, Julie Johnson D–TX-32, Tommy Tuberville R–AL $103K–$295K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $1.8M held
Trimming: 1 Gotham Asset Management $25.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PAYCHEX INC

Merged timeline of congressional filings and notable-manager moves on PAYX
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	trim	−81,364 sh
2026-05-14	Caxton Associates 13F	add	+12,666 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

21 members of Congress disclosed PAYX — the congressional view ↗