PAYX Institutional Ownership
Paychex, Inc.
1W: -2.0%
1M: +10.0%
3M: -10.6%
YTD: +4.0%
1Y: -8.5%
3Y: +4.3%
5Y: +4.7%
$109.26
-6.44 (-5.57%)
After Hours: $109.88 (+0.62, +0.57%)
Weekly Expected Move ±4.0%
$109
$113
$118
$123
$127
Credit Risk of going bust: lower than 82% of companies Debt: 10.1% of company value Bonds: $169.4M held by 250 funds, 80 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.86 (down 99.2%), Paychex, Inc. would be worth roughly what it owes.
Total debt $4.62B against a stock market value of $41.19B.
Distance to default 10.17 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $2.28B (short-term plus half of long-term), stock volatility 30.5%; Altman Z'' 2.56. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.86 (down 99.2%), Paychex, Inc. would be worth roughly what it owes.
Total debt $4.62B against a stock market value of $41.19B.
Distance to default 10.17 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $2.28B (short-term plus half of long-term), stock volatility 30.5%; Altman Z'' 2.56. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — PAYX
1,669
Institutional Holders
-70 vs prior quarter
0.0%
Ownership
+0.00pp
$30B
Total Invested
157
New Positions
636
Increased
664
Reduced
121
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (677 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 56,750,570 | $6.2B | +56,189,662 | +10017.6% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 14,411,341 | $1.6B | +14,411,341 | — | 1Q | SEC ↗ |
| 3 | Invesco Ltd. NEW | 8,085,453 | $883M | +8,085,453 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 4,619,471 | $505M | +4,619,471 | — | 1Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN NEW | 4,239,248 | $463M | +4,239,248 | — | 1Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC NEW | 2,764,004 | $302M | +2,764,004 | — | 1Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC NEW | 2,016,718 | $220M | +2,016,718 | — | 1Q | SEC ↗ |
| 8 | Hamlin Capital Management, LLC | 1,425,954 | $156M | +229,183 | +19.2% | 3Q | SEC ↗ |
| 9 | MARSHALL WACE, LLP NEW | 970,878 | $106M | +970,878 | — | 1Q | SEC ↗ |
| 10 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 912,572 | $100M | +906,942 | +16109.1% | 3Q | SEC ↗ |
| 11 | HSBC HOLDINGS PLC | 814,857 | $89M | +490,353 | +151.1% | 27Q | SEC ↗ |
| 12 | Baird Financial Group, Inc. NEW | 775,030 | $85M | +775,030 | — | 1Q | SEC ↗ |
| 13 | Corient Private Wealth LP NEW | 747,865 | $82M | +747,865 | — | 1Q | SEC ↗ |
| 14 | MCDONALD CAPITAL INVESTORS INC/CA NEW | 696,450 | $76M | +696,450 | — | 1Q | SEC ↗ |
| 15 | Mariner, LLC | 590,371 | $65M | -380,803 | -39.2% | 2Q | SEC ↗ |
| 16 | DONALDSON CAPITAL MANAGEMENT, LLC NEW | 581,263 | $64M | +581,263 | — | 1Q | SEC ↗ |
| 17 | MILLER HOWARD INVESTMENTS INC /NY NEW | 503,623 | $55M | +503,623 | — | 1Q | SEC ↗ |
| 18 | Welch Group, LLC | 503,577 | $55M | +19,129 | +3.9% | 2Q | SEC ↗ |
| 19 | Willis Investment Counsel NEW | 467,688 | $51M | +467,688 | — | 1Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC NEW | 432,434 | $47M | +432,434 | — | 1Q | SEC ↗ |
| 21 | OLD REPUBLIC INTERNATIONAL CORP NEW | 423,100 | $46M | +423,100 | — | 1Q | SEC ↗ |
| 22 | PRINCIPAL FINANCIAL GROUP INC NEW | 393,800 | $43M | +393,800 | — | 1Q | SEC ↗ |
| 23 | ProShare Advisors LLC NEW | 384,365 | $42M | +384,365 | — | 1Q | SEC ↗ |
| 24 | WELCH & FORBES LLC | 363,475 | $40M | +1,359 | +0.4% | 2Q | SEC ↗ |
| 25 | FORT WASHINGTON INVESTMENT ADVISORS IN NEW | 343,991 | $38M | +343,991 | — | 1Q | SEC ↗ |
| 26 | RWC Asset Management LLP | 336,700 | $37M | +7,030 | +2.1% | 2Q | SEC ↗ |
| 27 | ALPS ADVISORS INC NEW | 319,275 | $35M | +319,275 | — | 1Q | SEC ↗ |
| 28 | TOCQUEVILLE ASSET MANAGEMENT L.P. NEW | 310,631 | $34M | +310,631 | — | 1Q | SEC ↗ |
| 29 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 280,099 | $31M | +280,099 | — | 1Q | SEC ↗ |
| 30 | BANK OF NOVA SCOTIA NEW | 268,465 | $29M | +268,465 | — | 1Q | SEC ↗ |
| 31 | PARTHENON LLC NEW | 248,332 | $27M | +248,332 | — | 1Q | SEC ↗ |
| 32 | Brookstone Capital Management NEW | 239,034 | $26M | +239,034 | — | 1Q | SEC ↗ |
| 33 | MANUFACTURERS LIFE INSURANCE COMPANY, | 236,881 | $26M | +50,948 | +27.4% | 2Q | SEC ↗ |
| 34 | Van Cleef Asset Management,Inc | 223,427 | $24M | -4,544 | -2.0% | 2Q | SEC ↗ |
| 35 | RENAISSANCE TECHNOLOGIES LLC NEW | 218,501 | $24M | +218,501 | — | 1Q | SEC ↗ |
| 36 | SCHAPER BENZ & WISE INVESTMENT COUNSEL | 215,241 | $24M | -1,086 | -0.5% | 2Q | SEC ↗ |
| 37 | FENIMORE ASSET MANAGEMENT INC | 212,743 | $23M | -8,720 | -3.9% | 2Q | SEC ↗ |
| 38 | Windsor Advisory Group, LLC NEW | 212,096 | $23M | +212,096 | — | 1Q | SEC ↗ |
| 39 | Artisan Partners Limited Partnership NEW | 198,585 | $22M | +198,585 | — | 1Q | SEC ↗ |
| 40 | GODSEY & GIBB, INC | 192,338 | $21M | -118 | -0.1% | 2Q | SEC ↗ |
| 41 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 183,740 | $20M | +183,740 | — | 1Q | SEC ↗ |
| 42 | GATEWAY INVESTMENT ADVISERS LLC | 168,698 | $18M | +4,437 | +2.7% | 2Q | SEC ↗ |
| 43 | Advisors Asset Management, Inc. NEW | 165,604 | $18M | +165,604 | — | 1Q | SEC ↗ |
| 44 | XXEC, Inc. NEW | 156,379 | $17M | +156,379 | — | 1Q | SEC ↗ |
| 45 | MARKEL GROUP INC. | 150,000 | $16M | -10,000 | -6.2% | 2Q | SEC ↗ |
| 46 | Assenagon Asset Management S.A. NEW | 148,945 | $16M | +148,945 | — | 1Q | SEC ↗ |
| 47 | IEQ CAPITAL, LLC NEW | 147,345 | $16M | +147,345 | — | 1Q | SEC ↗ |
| 48 | Freestone Grove Partners LP NEW | 140,420 | $15M | +140,420 | — | 1Q | SEC ↗ |
| 49 | BENJAMIN EDWARDS INC NEW | 131,369 | $14M | +131,369 | — | 1Q | SEC ↗ |
| 50 | Soltis Investment Advisors LLC | 129,962 | $14M | +5,795 | +4.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 14,411,341 | $1.6B |
| Invesco Ltd. | 8,085,453 | $883M |
| GOLDMAN SACHS GROUP INC | 4,619,471 | $505M |
| WELLS FARGO & COMPANY/MN | 4,239,248 | $463M |
| ENVESTNET ASSET MANAGEMENT INC | 2,764,004 | $302M |
| AMERIPRISE FINANCIAL INC | 2,016,718 | $220M |
| MARSHALL WACE, LLP | 970,878 | $106M |
| Baird Financial Group, Inc. | 775,030 | $85M |
| Corient Private Wealth LP | 747,865 | $82M |
| MCDONALD CAPITAL INVESTORS INC/CA | 696,450 | $76M |
| DONALDSON CAPITAL MANAGEMENT, LLC | 581,263 | $64M |
| MILLER HOWARD INVESTMENTS INC /NY | 503,623 | $55M |
| Willis Investment Counsel | 467,688 | $51M |
| CITADEL ADVISORS LLC | 432,434 | $47M |
| OLD REPUBLIC INTERNATIONAL CORP | 423,100 | $46M |
| PRINCIPAL FINANCIAL GROUP INC | 393,800 | $43M |
| ProShare Advisors LLC | 384,365 | $42M |
| FORT WASHINGTON INVESTMENT ADVISORS | 343,991 | $38M |
| ALPS ADVISORS INC | 319,275 | $35M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 310,631 | $34M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +56,189,662 | +10017.6% | 56,750,570 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +906,942 | +16109.1% | 912,572 |
| HSBC HOLDINGS PLC | +627,342 | +348.0% | 807,622 |
| Hamlin Capital Management, LLC | +229,183 | +19.2% | 1,425,954 |
| Mariner, LLC | +90,318 | +18.6% | 575,905 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +50,948 | +27.4% | 236,881 |
| Wealthfront Advisers LLC | +29,312 | +33.3% | 117,236 |
| FULTON BANK, N.A. | +27,155 | +19536.0% | 27,294 |
| Welch Group, LLC | +19,129 | +3.9% | 503,577 |
| First Bank & Trust | +13,687 | +84.5% | 29,882 |
| CHICAGO TRUST Co NA | +13,273 | +5309.2% | 13,523 |
| Drucker Wealth 3.0, LLC | +10,757 | +274.4% | 14,677 |
| Fifth Third Wealth Advisors LLC | +8,900 | +220.6% | 12,935 |
| STOCK YARDS BANK & TRUST CO | +8,190 | +330.4% | 10,669 |
| Louisiana State Employees Retiremen | +7,100 | +43.0% | 23,600 |
| Turtle Creek Wealth Advisors, LLC | +7,032 | +119.2% | 12,929 |
| RWC Asset Management LLP | +7,030 | +2.1% | 336,700 |
| TWIN CAPITAL MANAGEMENT INC | +6,833 | +29.9% | 29,657 |
| Groupe la Francaise | +6,705 | +16.7% | 46,940 |
| Soltis Investment Advisors LLC | +5,795 | +4.7% | 129,962 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -471,121 | -97.0% | 14,466 |
| HSBC HOLDINGS PLC | -136,989 | -95.0% | 7,235 |
| Merit Financial Group, LLC | -99,690 | -74.8% | 33,609 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | -55,363 | -55.5% | 44,471 |
| Walleye Capital LLC | -42,748 | -99.4% | 252 |
| Boston Trust Walden Corp | -35,259 | -22.2% | 123,381 |
| Somerset Trust Co | -34,399 | -50.2% | 34,191 |
| Capital Analysts, LLC | -29,167 | -95.5% | 1,359 |
| Midwest Professional Planners, LTD. | -16,570 | -73.4% | 6,015 |
| First Bank & Trust | -15,442 | -95.4% | 753 |
| White Pine Investment CO | -13,368 | -57.3% | 9,953 |
| ROCKLAND TRUST CO | -11,419 | -95.5% | 541 |
| MARKEL GROUP INC. | -10,000 | -12.5% | 70,000 |
| Asset Advisors Investment Managemen | -9,048 | -12.2% | 65,176 |
| FENIMORE ASSET MANAGEMENT INC | -8,720 | -3.9% | 212,743 |
| BLB&B Advisors, LLC | -8,574 | -56.0% | 6,748 |
| Bangor Savings Bank | -8,390 | -50.7% | 8,174 |
| Hilltop National Bank | -5,795 | -47.0% | 6,527 |
| WEBSTER BANK, N. A. | -5,280 | -39.7% | 8,034 |
| Van Cleef Asset Management,Inc | -4,544 | -2.0% | 223,427 |