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CBIZ, Inc.

CBZ
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0000944148

No open-market purchases or sales by CBIZ, Inc. insiders were filed in the last 90 days; 260 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in CBIZ, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
168
No complete 13F data for Q4 2020
Shares held
47.8M
No complete 13F data for Q4 2020
Total value
$1.56B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CBZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 168 institutions
Q1 2021: 168 institutionsQ2 2021: 168 institutionsQ3 2021: 161 institutionsQ4 2021: 169 institutionsQ1 2022: 173 institutionsQ2 2022: 188 institutionsQ3 2022: 208 institutionsQ4 2022: 228 institutionsQ1 2023: 227 institutionsQ2 2023: 233 institutionsQ3 2023: 245 institutionsQ4 2023: 260 institutionsQ1 2024: 269 institutionsQ2 2024: 276 institutionsQ3 2024: 286 institutionsQ4 2024: 282 institutionsQ1 2025: 290 institutionsQ2 2025: 277 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 263 institutionsQ2 2026: 260 institutions
Value heldQ1 2021: $1.56B
Q1 2021: $1.56BQ2 2021: $1.55BQ3 2021: $1.51BQ4 2021: $1.82BQ1 2022: $1.98BQ2 2022: $1.86BQ3 2022: $1.95BQ4 2022: $2.09BQ1 2023: $2.21BQ2 2023: $2.36BQ3 2023: $2.27BQ4 2023: $2.76BQ1 2024: $3.55BQ2 2024: $3.38BQ3 2024: $3.01BQ4 2024: $3.74BQ1 2025: $3.39BQ2 2025: $3.43BQ3 2025: $2.69BQ4 2025: $2.73BQ1 2026: $1.43BQ2 2026: $1.64B
Institutions holding CBZ and their total value by quarter
QuarterHoldersValue
Q2 2026260$1.64B
Q1 2026263$1.43B
Q4 2025265$2.73B
Q3 2025262$2.69B
Q2 2025277$3.43B
Q1 2025290$3.39B
Q4 2024282$3.74B
Q3 2024286$3.01B
Q2 2024276$3.38B
Q1 2024269$3.55B
Q4 2023260$2.76B
Q3 2023245$2.27B
Q2 2023233$2.36B
Q1 2023227$2.21B
Q4 2022228$2.09B
Q3 2022208$1.95B
Q2 2022188$1.86B
Q1 2022173$1.98B
Q4 2021169$1.82B
Q3 2021161$1.51B
Q2 2021168$1.55B
Q1 2021168$1.56B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding CBIZ, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CBZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ClariVest Asset Management LLC18$1.00K0.00%––
IFP Advisors, Inc33$1.00K0.00%––
Parallel Advisors, LLC24$1.00K0.00%––
Lindbrook Capital, LLC24$1.00K0.00%––
Meridian Wealth Partners, LLC16$1.00K0.00%––
Spire Wealth Management43$1.00K0.00%––
Signaturefd, LLC80$3.00K0.00%––
Berman Capital Advisors, LLC95$3.00K0.00%––
Quadrant Capital Group LLC129$4.00K0.00%––
Ten Capital Wealth Advisors, LLC150$4.00K0.00%––
Sowell Financial Services LLC145$5.00K0.00%––
US Bancorp195$6.00K0.00%––
Rockefeller Capital Management L.P.228$7.00K0.00%––
Bessemer Group Inc287$9.00K0.00%––
IronBridge Private Wealth, LLC277$9.00K0.01%––
KB Financial Partners, LLC308$10.0K0.00%––
The PNC Financial Services Group, Inc.338$11.0K0.00%––
TCI Wealth Advisors, Inc.362$12.0K0.01%––
Global Financial Private Client, LLC406$13.4K0.01%––
Group One Trading, L.P.423$14.0K0.00%––
Advisor Group Holdings, Inc.476$15.0K0.00%––
Ancora Advisors, LLC500$16.0K0.00%––
Macquarie Group Ltd733$24.0K0.00%––
Harbour Investments, Inc.900$29.0K0.00%––
First Quadrant L P898$29.0K0.00%––
Simplex Trading, LLC1,080$35.0K0.00%––
Systematic Alpha Investments, LLC1,118$37.0K0.00%––
IMA Wealth, Inc.2,000$65.0K0.02%––
Nisa Investment Advisors, LLC2,100$69.0K0.00%––
Huntington National Bank2,132$70.0K0.00%––
Denali Advisors LLC2,839$93.0K0.03%––
Trust Co of Vermont3,300$108.0K0.01%––
Great West Life Assurance Co3,548$115.0K0.00%––
O'Shaughnessy Asset Management, LLC3,607$118.0K0.00%––
Bank of Montreal3,820$127.0K0.00%––
Ameritas Investment Partners, Inc.4,147$135.0K0.01%––
New York State Teachers Retirement System4,300$140.0K0.00%––
Whittier Trust Co5,000$163.0K0.00%––
Tower Research Capital LLC (TRC)5,693$186.0K0.00%––
Captrust Financial Advisors5,972$195.0K0.00%––
Principal Financial Group Inc6,337$207.0K0.00%––
LPL Financial LLC7,070$231.0K0.00%––
Trexquant Investment LP7,138$233.0K0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)7,446$243.0K0.00%––
Engineers Gate Manager LP7,711$252.0K0.01%––
Ifrah Financial Services, Inc.7,765$254.0K0.08%––
Citigroup Inc8,063$263.0K0.00%––
HSBC Holdings PLC8,050$263.0K0.00%––
GW Henssler & Associates Ltd8,149$266.0K0.02%––
HighTower Advisors, LLC8,415$276.0K0.00%––
Qube Research & Technologies Ltd8,494$277.0K0.00%––
Sawtooth Solutions, LLC9,270$303.0K0.07%––
Valtinson Bruner Financial Planning LLC9,017$304.0K0.18%––
SEI Investments Co9,900$323.0K0.00%––
RBF Capital, LLC10,000$327.0K0.02%––
Ellsworth Advisors, LLC10,821$353.0K0.21%––
Dakota Wealth Management11,010$360.0K0.05%––
SG Americas Securities, LLC11,095$362.0K0.00%––
Meritage Portfolio Management11,148$364.0K0.02%––
Los Angeles Capital Management LLC11,796$385.0K0.00%––
Panagora Asset Management Inc11,814$386.0K0.00%––
IndexIQ Advisors LLC12,255$400.0K0.01%––
Citadel Advisors LLC12,528$409.0K0.00%––
Country Club Trust Company, n.a.12,694$416.0K0.04%––
Paloma Partners Management Co13,435$439.0K0.01%––
Truist Financial Corp13,610$445.0K0.00%––
ProShare Advisors LLC13,623$445.0K0.00%––
Apexium Financial, LP13,738$449.0K0.33%––
Metropolitan Life Insurance Co14,003$457.3K0.01%––
Arizona State Retirement System15,080$493.0K0.00%––
Dalton Greiner Hartman Maher & Co15,205$497.0K0.39%––
Kennedy Capital Management, Inc.16,333$533.0K0.01%––
Winton Group Ltd17,459$570.0K0.03%––
MetLife Investment Management18,362$599.7K0.01%––
BNP Paribas Arbitrage, SA20,187$659.3K0.00%––
Squarepoint Ops LLC20,537$671.0K0.01%––
Envestnet Asset Management Inc20,715$677.0K0.00%––
Empire Life Investments Inc.20,822$680.0K0.05%––
Laurus Investment Counsel Inc.21,640$707.0K0.27%––
Commonwealth Equity Services, LLC22,081$721.0K0.00%––
First Republic Investment Management, Inc.22,516$735.0K0.00%––
Martingale Asset Management L P22,921$749.0K0.01%––
Campbell & CO Investment Adviser LLC23,253$759.0K0.47%––
Voya Investment Management LLC26,875$878.0K0.00%––
Chicago Wealth Management, Inc.27,000$882.0K0.70%––
Manufacturers Life Insurance Company, The28,359$926.0K0.00%––
Janney Montgomery Scott LLC28,936$945.0K0.00%––
State Board of Administration of Florida Retirement System29,044$949.0K0.00%––
Ameriprise Financial Inc29,663$969.0K0.00%––
American International Group, Inc.29,717$971.0K0.00%––
Legal & General Group Plc31,789$1.04M0.00%––
Schneider Downs Wealth Management Advisors, LP33,107$1.08M0.26%––
AQR Capital Management LLC33,253$1.09M0.00%––
Price T Rowe Associates Inc33,858$1.11M0.00%––
Jennison Associates LLC34,214$1.12M0.00%––
Credit Suisse AG37,026$1.21M0.00%––
Susquehanna Fundamental Investments, LLC37,410$1.22M0.02%––
Shell Asset Management Co44,556$1.46M0.03%––
Private Advisor Group, LLC46,268$1.51M0.01%––
Russell Investments Group, Ltd.47,116$1.54M0.00%––