PAYX Paychex, Inc.
Paychex, Inc. (PAYX) Institutional Ownership
What the institutions did with PAYX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 912.6K | 83.7% |
| Stonebridge Financial Group, LLC | 49.8K | 4.6% |
| MassMutual Private Wealth & Trust, FSB | 40.6K | 3.7% |
| Coastline Trust Co | 14.6K | 1.3% |
| TOMPKINS FINANCIAL CORP | 14.1K | 1.3% |
| Central Pacific Bank - Trust Division | 14.1K | 1.3% |
| ROCKLAND TRUST CO | 13.3K | 1.2% |
| Ridgewood Investments LLC | 12.5K | 1.1% |
| PARK NATIONAL CORP /OH/ | 4.6K | 0.4% |
| CX Institutional | 4.6K | 0.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 2.8K | 0.3% |
| Rosenberg Matthew Hamilton | 1.4K | 0.1% |
| EASTERN BANK | 1.4K | 0.1% |
| Versant Capital Management, Inc | 1.4K | 0.1% |
| GoalVest Advisory LLC | 1.1K | 0.1% |
| General Partner, Inc. | 618 | 0.1% |
| Roxbury Financial LLC | 100 | 0.0% |
| Miller Global Investments, LLC | 94 | 0.0% |
| Planning Strategies Inc. | 61 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 23 | 0.0% |
| Noble Wealth Management PBC | 10 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 952.4K | 912.6K | -39.9K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 43.5K | 40.6K | -2.9K |
| EASTERN BANK | Reduced | 2.9K | 1.4K | -1.6K |
| Versant Capital Management, Inc | Reduced | 2.4K | 1.4K | -1.0K |
| ROCKLAND TRUST CO | Increased | 12.5K | 13.3K | +792 |
| CX Institutional | Increased | 4.2K | 4.6K | +372 |
| TOMPKINS FINANCIAL CORP | Increased | 13.7K | 14.1K | +359 |
| PARK NATIONAL CORP /OH/ | Reduced | 4.7K | 4.6K | -135 |
| Stonebridge Financial Group, LLC | Reduced | 50.0K | 49.8K | -127 |
| Ridgewood Investments LLC | Increased | 12.4K | 12.5K | +113 |
| GoalVest Advisory LLC | Reduced | 1.2K | 1.1K | -111 |
| Coastline Trust Co | Reduced | 14.7K | 14.6K | -34 |
| Planning Strategies Inc. | Increased | 56 | 61 | +5 |
| Noble Wealth Management PBC | Reduced | 12 | 10 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.