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, Q2 2021
Institutional positions in CBIZ, Inc. as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 47.2M
- −576.8K (−1.2%) vs. Q1 2021
- Total value
- $1.55B
- −$13.5M (−0.9%) vs. Q1 2021
- New holders
- 13
- 51 more added
- Sold out
- 13
- 70 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 260 | $1.64B |
| Q1 2026 | 263 | $1.43B |
| Q4 2025 | 265 | $2.73B |
| Q3 2025 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $1.95B |
| Q2 2022 | 188 | $1.86B |
| Q1 2022 | 173 | $1.98B |
| Q4 2021 | 169 | $1.82B |
| Q3 2021 | 161 | $1.51B |
| Q2 2021 | 168 | $1.55B |
| Q1 2021 | 168 | $1.56B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 3,876,119 | $127.0M | 0.04% | −71,377−1.8% | Reduced |
| BlackRock Inc. | 3,631,525 | $119.0M | 0.00% | −346,030−8.7% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $114.2M | 8.57% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,759,307 | $90.4M | 0.02% | +295,073+12.0% | Added |
| Vanguard Group Inc | 2,548,103 | $83.5M | 0.00% | −59,214−2.3% | Reduced |
| Wellington Management Group LLP | 2,036,122 | $66.7M | 0.01% | −80,977−3.8% | Reduced |
| Mawer Investment Management Ltd. | 2,007,011 | $65.8M | 0.33% | −348,630−14.8% | Reduced |
| FIL Ltd | 1,922,237 | $63.0M | 0.07% | +55,711+3.0% | Added |
| Eaton Vance Management | 1,915,046 | $62.8M | 0.08% | +47,984+2.6% | Added |
| Burgundy Asset Management Ltd. | 1,885,284 | $61.8M | 0.60% | −24,000−1.3% | Reduced |
| Cardinal Capital Management LLC | 1,800,304 | $59.0M | 1.41% | −101,352−5.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,763,954 | $57.8M | 0.38% | +179,381+11.3% | Added |
| Investment Counselors of Maryland LLC | 1,480,936 | $48.5M | 1.11% | +111,472+8.1% | Added |
| Paradice Investment Management LLC | 1,314,057 | $43.1M | 2.00% | −38,211−2.8% | Reduced |
| Atlanta Capital Management Co L L C | 1,297,282 | $42.5M | 0.15% | −33,712−2.5% | Reduced |
| Northern Trust Corp | 1,273,615 | $41.7M | 0.01% | −18,833−1.5% | Reduced |
| State Street Corp | 1,040,462 | $34.1M | 0.00% | +51,351+5.2% | Added |
| Geode Capital Management, LLC | 874,301 | $28.6M | 0.00% | +37,026+4.4% | Added |
| Granite Investment Partners, LLC | 821,466 | $26.9M | 0.83% | +583+0.1% | Added |
| First Manhattan Co | 622,594 | $20.4M | 0.07% | −14,080−2.2% | Reduced |
| Fenimore Asset Management Inc | 597,170 | $19.6M | 0.47% | +590+0.1% | Added |
| Norges Bank | 578,192 | $18.9M | 0.00% | +6,058+1.1% | Added |
| Bank of America Corp | 539,121 | $17.7M | 0.00% | −33,475−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 474,055 | $15.5M | 0.01% | +10,738+2.3% | Added |
| Morgan Stanley | 333,663 | $10.9M | 0.00% | +10,147+3.1% | Added |
| Royal Bank of Canada | 302,499 | $9.91M | 0.00% | +48,505+19.1% | Added |
| GW&K Investment Management, LLC | 300,101 | $9.83M | 0.09% | +24,971+9.1% | Added |
| Bank of New York Mellon Corp | 278,183 | $9.12M | 0.00% | −7,118−2.5% | Reduced |
| Goldman Sachs Group Inc | 272,443 | $8.93M | 0.00% | +98,216+56.4% | Added |
| Thrivent Financial for Lutherans | 269,382 | $8.83M | 0.02% | +7,164+2.7% | Added |
| Nuveen Asset Management, LLC | 215,720 | $7.07M | 0.00% | +6,797+3.3% | Added |
| JPMorgan Chase & Co | 203,703 | $6.67M | 0.00% | −6,407−3.0% | Reduced |
| NFJ Investment Group, LLC | 173,407 | $5.68M | 0.11% | −4,846−2.7% | Reduced |
| Parametric Portfolio Associates LLC | 165,935 | $5.44M | 0.00% | +5,615+3.5% | Added |
| Alberta Investment Management Corp | 157,477 | $5.16M | 0.04% | 00.0% | Unchanged |
| Boston Partners | 150,312 | $4.93M | 0.01% | +1,905+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 150,075 | $4.92M | 0.01% | +61,182+68.8% | Added |
| D. E. Shaw & Co., Inc. | 144,747 | $4.74M | 0.01% | −120,997−45.5% | Reduced |
| Ameriprise Financial Inc | 144,669 | $4.74M | 0.00% | +115,006+387.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 142,400 | $4.67M | 0.01% | +5,010+3.6% | Added |
| Invesco Ltd. | 130,468 | $4.28M | 0.00% | −745−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 127,729 | $4.19M | 0.01% | +141+0.1% | Added |
| Two Sigma Investments, LP | 117,906 | $3.86M | 0.01% | −16,400−12.2% | Reduced |
| Swiss National Bank | 107,300 | $3.52M | 0.00% | −11,100−9.4% | Reduced |
| Assenagon Asset Management S.A. | 106,750 | $3.50M | 0.02% | −31,972−23.0% | Reduced |
| New York State Common Retirement Fund | 99,907 | $3.27M | 0.00% | −5,576−5.3% | Reduced |
| Lazard Asset Management LLC | 98,714 | $3.23M | 0.00% | +27,859+39.3% | Added |
| First Trust Advisors LP | 83,194 | $2.73M | 0.00% | −4,233−4.8% | Reduced |
| Cooper Creek Partners Management LLC | 81,998 | $2.69M | 0.72% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 81,031 | $2.65M | 0.09% | −2,471−3.0% | Reduced |
| Alliancebernstein L.P. | 73,320 | $2.40M | 0.00% | −1,244−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 73,020 | $2.39M | 0.01% | +73,020 | New |
| Renaissance Technologies LLC | 70,926 | $2.32M | 0.00% | +70,926 | New |
| ExodusPoint Capital Management, LP | 69,992 | $2.29M | 0.04% | −24,063−25.6% | Reduced |
| California State Teachers Retirement System | 68,885 | $2.26M | 0.00% | −7,990−10.4% | Reduced |
| Rhumbline Advisers | 68,278 | $2.24M | 0.00% | −3,802−5.3% | Reduced |
| CWM, LLC | 62,081 | $2.03M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 60,244 | $1.97M | 0.00% | −14,252−19.1% | Reduced |
| FMR LLC | 57,983 | $1.90M | 0.00% | −88,554−60.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.89M | 1.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,432 | $1.88M | 0.00% | +212+0.4% | Added |
| UBS Asset Management Americas Inc | 56,363 | $1.85M | 0.00% | −2,814−4.8% | Reduced |
| Millennium Management LLC | 55,864 | $1.83M | 0.00% | −35,663−39.0% | Reduced |
| Two Sigma Advisers, LP | 51,923 | $1.70M | 0.00% | −21,400−29.2% | Reduced |
| SkyView Investment Advisors, LLC | 48,527 | $1.58M | 0.74% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 48,200 | $1.58M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 45,978 | $1.51M | 0.01% | −290−0.6% | Reduced |
| Susquehanna International Group, LLP | 44,177 | $1.45M | 0.00% | −11,664−20.9% | Reduced |
| Janney Montgomery Scott LLC | 43,609 | $1.43M | 0.01% | +14,673+50.7% | Added |
| Susquehanna Fundamental Investments, LLC | 35,310 | $1.16M | 0.02% | −2,100−5.6% | Reduced |
| Price T Rowe Associates Inc | 34,510 | $1.13M | 0.00% | +652+1.9% | Added |
| Shell Asset Management Co | 34,036 | $1.11M | 0.02% | −10,520−23.6% | Reduced |
| Jennison Associates LLC | 33,391 | $1.09M | 0.00% | −823−2.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 33,107 | $1.08M | 0.28% | 00.0% | Unchanged |
| AQR Capital Management LLC | 31,443 | $1.03M | 0.00% | −1,810−5.4% | Reduced |
| Legal & General Group Plc | 31,308 | $1.03M | 0.00% | −481−1.5% | Reduced |
| Credit Suisse AG | 29,282 | $963.0K | 0.00% | −7,744−20.9% | Reduced |
| State Board of Administration of Florida Retirement System | 29,044 | $952.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 28,449 | $932.0K | 0.00% | +5,933+26.4% | Added |
| American International Group, Inc. | 28,039 | $919.0K | 0.00% | −1,678−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 27,733 | $909.0K | 0.00% | −626−2.2% | Reduced |
| Chicago Wealth Management, Inc. | 27,000 | $885.0K | 0.64% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 21,640 | $880.0K | 0.27% | 00.0% | Unchanged |
| California Public Employees Retirement System | 25,459 | $834.0K | 0.00% | −78,741−75.6% | Reduced |
| Commonwealth Equity Services, LLC | 22,475 | $736.0K | 0.00% | +394+1.8% | Added |
| Martingale Asset Management L P | 22,321 | $732.0K | 0.01% | −600−2.6% | Reduced |
| Empire Life Investments Inc. | 22,087 | $724.0K | 0.05% | +1,265+6.1% | Added |
| Victory Capital Management Inc | 22,001 | $721.0K | 0.00% | −42,565−65.9% | Reduced |
| ClariVest Asset Management LLC | 21,680 | $711.0K | 0.02% | +21,662+120,344.4% | Added |
| Voya Investment Management LLC | 21,268 | $697.0K | 0.00% | −5,607−20.9% | Reduced |
| Envestnet Asset Management Inc | 20,239 | $663.0K | 0.00% | −476−2.3% | Reduced |
| MetLife Investment Management | 18,362 | $601.7K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 18,135 | $594.0K | 0.03% | +676+3.9% | Added |
| Jane Street Group, LLC | 15,210 | $498.0K | 0.00% | +15,210 | New |
| Metropolitan Life Insurance Co | 15,148 | $496.4K | 0.01% | +1,145+8.2% | Added |
| Russell Investments Group, Ltd. | 14,605 | $476.0K | 0.00% | −32,511−69.0% | Reduced |
| HRT Financial LP | 14,199 | $465.0K | 0.00% | +14,199 | New |
| Barclays PLC | 13,810 | $453.0K | 0.00% | −35,388−71.9% | Reduced |
| Apexium Financial, LP | 13,738 | $450.0K | 0.28% | 00.0% | Unchanged |
| Truist Financial Corp | 13,553 | $444.0K | 0.00% | −57−0.4% | Reduced |