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 | 262 | $2.69B |
| Q2 2025 | 277 | $3.43B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.01B |
| Q2 2024 | 276 | $3.38B |
| Q1 2024 | 269 | $3.55B |
| Q4 2023 | 260 | $2.76B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.21B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 208 | $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 |
|---|---|---|---|---|---|
| Denali Advisors LLC | 39 | $1.00K | 0.00% | −2,800−98.6% | Reduced |
| IFP Advisors, Inc | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 135 | $4.00K | 0.00% | +135 | New |
| Rockefeller Capital Management L.P. | 154 | $5.00K | 0.00% | −74−32.5% | Reduced |
| Quadrant Capital Group LLC | 147 | $5.00K | 0.00% | +18+14.0% | Added |
| Ten Capital Wealth Advisors, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $7.00K | 0.00% | +188+783.3% | Added |
| KB Financial Partners, LLC | 245 | $8.00K | 0.00% | −63−20.5% | Reduced |
| Berman Capital Advisors, LLC | 269 | $8.00K | 0.00% | +174+183.2% | Added |
| IronBridge Private Wealth, LLC | 277 | $9.00K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 344 | $11.0K | 0.00% | +6+1.8% | Added |
| Simplex Trading, LLC | 383 | $12.0K | 0.00% | −697−64.5% | Reduced |
| TCI Wealth Advisors, Inc. | 362 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 382 | $13.0K | 0.00% | +302+377.5% | Added |
| Fifth Third Bancorp | 400 | $13.0K | 0.00% | +400 | New |
| Global Financial Private Client, LLC | 406 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 484 | $16.0K | 0.00% | +8+1.7% | Added |
| Macquarie Group Ltd | 733 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 900 | $29.0K | 0.00% | +900 | New |
| Systematic Alpha Investments, LLC | 1,118 | $37.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,000 | $66.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,492 | $82.0K | 0.00% | +360+16.9% | Added |
| Nisa Investment Advisors, LLC | 2,600 | $85.0K | 0.00% | +500+23.8% | Added |
| William Blair Investment Management, LLC | 2,715 | $89.0K | 0.00% | +2,715 | New |
| Great West Life Assurance Co | 2,856 | $94.0K | 0.00% | −692−19.5% | Reduced |
| Trust Co of Vermont | 3,150 | $103.0K | 0.01% | −150−4.5% | Reduced |
| SG Americas Securities, LLC | 3,185 | $104.0K | 0.00% | −7,910−71.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,884 | $127.0K | 0.00% | +277+7.7% | Added |
| Ameritas Investment Partners, Inc. | 4,147 | $136.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 5,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,906 | $194.0K | 0.00% | −66−1.1% | Reduced |
| Panagora Asset Management Inc | 6,238 | $204.0K | 0.00% | −5,576−47.2% | Reduced |
| Kennedy Capital Management, Inc. | 6,243 | $205.0K | 0.00% | −10,090−61.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $209.0K | 0.00% | −1,072−14.4% | Reduced |
| PEAK6 Investments LLC | 6,374 | $209.0K | 0.01% | +6,374 | New |
| Tower Research Capital LLC (TRC) | 6,617 | $217.0K | 0.01% | +924+16.2% | Added |
| Teacher Retirement System of Texas | 6,854 | $225.0K | 0.00% | +6,854 | New |
| LPL Financial LLC | 6,954 | $228.0K | 0.00% | −116−1.6% | Reduced |
| Amalgamated Bank | 7,028 | $230.0K | 0.00% | +7,028 | New |
| Qube Research & Technologies Ltd | 7,130 | $234.0K | 0.00% | −1,364−16.1% | Reduced |
| BNP Paribas Arbitrage, SA | 7,579 | $248.4K | 0.00% | −12,608−62.5% | Reduced |
| SEI Investments Co | 7,800 | $256.0K | 0.00% | −2,100−21.2% | Reduced |
| Ifrah Financial Services, Inc. | 7,847 | $257.0K | 0.07% | +82+1.1% | Added |
| Citigroup Inc | 8,163 | $267.0K | 0.00% | +100+1.2% | Added |
| HighTower Advisors, LLC | 8,421 | $276.0K | 0.00% | +6+0.1% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $280.0K | 0.16% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 9,065 | $297.0K | 0.06% | −205−2.2% | Reduced |
| Citadel Advisors LLC | 9,189 | $301.0K | 0.00% | −3,339−26.7% | Reduced |
| HSBC Holdings PLC | 9,195 | $301.0K | 0.00% | +1,145+14.2% | Added |
| RBF Capital, LLC | 10,000 | $328.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 10,200 | $334.0K | 0.01% | +10,200 | New |
| Dakota Wealth Management | 11,010 | $361.0K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $365.0K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 11,365 | $372.0K | 0.02% | +3,216+39.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,414 | $374.0K | 0.00% | −91,973−89.0% | Reduced |
| Los Angeles Capital Management LLC | 11,796 | $387.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,198 | $400.0K | 0.03% | +4,487+58.2% | Added |
| IndexIQ Advisors LLC | 12,387 | $406.0K | 0.01% | +132+1.1% | Added |
| Country Club Trust Company, n.a. | 12,694 | $418.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,983 | $425.0K | 0.00% | −640−4.7% | Reduced |
| Arizona State Retirement System | 13,235 | $434.0K | 0.00% | −1,845−12.2% | Reduced |
| Ellsworth Advisors, LLC | 13,286 | $435.0K | 0.21% | +2,465+22.8% | Added |
| Truist Financial Corp | 13,553 | $444.0K | 0.00% | −57−0.4% | Reduced |
| Apexium Financial, LP | 13,738 | $450.0K | 0.28% | 00.0% | Unchanged |
| Barclays PLC | 13,810 | $453.0K | 0.00% | −35,388−71.9% | Reduced |
| HRT Financial LP | 14,199 | $465.0K | 0.00% | +14,199 | New |
| Russell Investments Group, Ltd. | 14,605 | $476.0K | 0.00% | −32,511−69.0% | Reduced |
| Metropolitan Life Insurance Co | 15,148 | $496.4K | 0.01% | +1,145+8.2% | Added |
| Jane Street Group, LLC | 15,210 | $498.0K | 0.00% | +15,210 | New |
| Winton Group Ltd | 18,135 | $594.0K | 0.03% | +676+3.9% | Added |
| MetLife Investment Management | 18,362 | $601.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,239 | $663.0K | 0.00% | −476−2.3% | Reduced |
| Voya Investment Management LLC | 21,268 | $697.0K | 0.00% | −5,607−20.9% | Reduced |
| ClariVest Asset Management LLC | 21,680 | $711.0K | 0.02% | +21,662+120,344.4% | Added |
| Victory Capital Management Inc | 22,001 | $721.0K | 0.00% | −42,565−65.9% | Reduced |
| Empire Life Investments Inc. | 22,087 | $724.0K | 0.05% | +1,265+6.1% | Added |
| Martingale Asset Management L P | 22,321 | $732.0K | 0.01% | −600−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 22,475 | $736.0K | 0.00% | +394+1.8% | Added |
| California Public Employees Retirement System | 25,459 | $834.0K | 0.00% | −78,741−75.6% | Reduced |
| Laurus Investment Counsel Inc. | 21,640 | $880.0K | 0.27% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 27,000 | $885.0K | 0.64% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 27,733 | $909.0K | 0.00% | −626−2.2% | Reduced |
| American International Group, Inc. | 28,039 | $919.0K | 0.00% | −1,678−5.6% | Reduced |
| First Republic Investment Management, Inc. | 28,449 | $932.0K | 0.00% | +5,933+26.4% | Added |
| State Board of Administration of Florida Retirement System | 29,044 | $952.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 29,282 | $963.0K | 0.00% | −7,744−20.9% | Reduced |
| Legal & General Group Plc | 31,308 | $1.03M | 0.00% | −481−1.5% | Reduced |
| AQR Capital Management LLC | 31,443 | $1.03M | 0.00% | −1,810−5.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 33,107 | $1.08M | 0.28% | 00.0% | Unchanged |
| Jennison Associates LLC | 33,391 | $1.09M | 0.00% | −823−2.4% | Reduced |
| Shell Asset Management Co | 34,036 | $1.11M | 0.02% | −10,520−23.6% | Reduced |
| Price T Rowe Associates Inc | 34,510 | $1.13M | 0.00% | +652+1.9% | Added |
| Susquehanna Fundamental Investments, LLC | 35,310 | $1.16M | 0.02% | −2,100−5.6% | Reduced |
| Janney Montgomery Scott LLC | 43,609 | $1.43M | 0.01% | +14,673+50.7% | Added |