Institutional & Family Asset Management »

Paychex shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 36k 122.80
2023-12-31 $4.3M 36k 119.11
2023-09-30 $4.1M 36k 115.33
2023-06-30 $3.9M 35k 111.87
2023-03-31 $4.0M 35k 114.59
2022-12-31 $3.9M 33k 115.56
2022-09-30 $3.8M 33k 112.20
2022-06-30 $3.7M 33k 113.86
2022-03-31 $4.2M 31k 136.48
2021-12-31 $4.2M 31k 136.49
2021-09-30 $4.0M 36k 112.44
2021-06-30 $4.0M 38k 107.30
2021-03-31 $3.2M 32k 98.02
2020-12-31 $3.0M 32k 93.18
2020-09-30 $3.0M 37k 79.78
2020-06-30 $3.4M 45k 75.76
2020-03-31 $3.1M 49k 62.91
2019-12-31 $3.2M 38k 85.07
2019-09-30 $3.2M 39k 82.77
2019-06-30 $3.2M 40k 82.30
2019-03-31 $3.5M 44k 80.21
2018-12-31 $3.0M 47k 65.15
2018-09-30 $3.6M 49k 73.64
2018-06-30 $3.4M 49k 68.35
2018-03-31 $3.3M 53k 61.59
2017-12-31 $4.5M 66k 68.07
2017-09-30 $3.9M 65k 59.96
2017-06-30 $3.7M 65k 56.94
2017-03-31 $3.7M 63k 58.91
2016-12-31 $3.9M 64k 60.88
2016-09-30 $3.6M 63k 57.88
2016-06-30 $3.5M 59k 59.51
2016-03-31 $2.8M 53k 52.89
2015-12-31 $2.8M 53k 52.88

More positions owned by Institutional & Family Asset Management

Ishares Tr Core Msci Eafe (IEFA)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Institutional & Family Asset Management

Top funds holding Paychex

Vanguard Group
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Select Equity
Royal Bank of Canada
Barclays
Ubs Global Asset Management Americas
CalPERS
UBS Group
Dimensional Fund Advisors
Bahl & Gaynor

View all funds holding Paychex