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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 13,286 | $435.0K | 0.21% | +2,465+22.8% | Added |
| Arizona State Retirement System | 13,235 | $434.0K | 0.00% | −1,845−12.2% | Reduced |
| ProShare Advisors LLC | 12,983 | $425.0K | 0.00% | −640−4.7% | Reduced |
| Country Club Trust Company, n.a. | 12,694 | $418.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 12,387 | $406.0K | 0.01% | +132+1.1% | Added |
| Engineers Gate Manager LP | 12,198 | $400.0K | 0.03% | +4,487+58.2% | Added |
| Los Angeles Capital Management LLC | 11,796 | $387.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,414 | $374.0K | 0.00% | −91,973−89.0% | Reduced |
| GW Henssler & Associates Ltd | 11,365 | $372.0K | 0.02% | +3,216+39.5% | Added |
| Meritage Portfolio Management | 11,148 | $365.0K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,010 | $361.0K | 0.04% | 00.0% | Unchanged |
| Ergoteles LLC | 10,200 | $334.0K | 0.01% | +10,200 | New |
| RBF Capital, LLC | 10,000 | $328.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Sawtooth Solutions, LLC | 9,065 | $297.0K | 0.06% | −205−2.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $280.0K | 0.16% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,421 | $276.0K | 0.00% | +6+0.1% | Added |
| Citigroup Inc | 8,163 | $267.0K | 0.00% | +100+1.2% | Added |
| Ifrah Financial Services, Inc. | 7,847 | $257.0K | 0.07% | +82+1.1% | Added |
| SEI Investments Co | 7,800 | $256.0K | 0.00% | −2,100−21.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,579 | $248.4K | 0.00% | −12,608−62.5% | Reduced |
| Qube Research & Technologies Ltd | 7,130 | $234.0K | 0.00% | −1,364−16.1% | Reduced |
| Amalgamated Bank | 7,028 | $230.0K | 0.00% | +7,028 | New |
| LPL Financial LLC | 6,954 | $228.0K | 0.00% | −116−1.6% | Reduced |
| Teacher Retirement System of Texas | 6,854 | $225.0K | 0.00% | +6,854 | New |
| Tower Research Capital LLC (TRC) | 6,617 | $217.0K | 0.01% | +924+16.2% | Added |
| 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 |
| Kennedy Capital Management, Inc. | 6,243 | $205.0K | 0.00% | −10,090−61.8% | Reduced |
| Panagora Asset Management Inc | 6,238 | $204.0K | 0.00% | −5,576−47.2% | Reduced |
| Captrust Financial Advisors | 5,906 | $194.0K | 0.00% | −66−1.1% | Reduced |
| Whittier Trust Co | 5,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,147 | $136.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,884 | $127.0K | 0.00% | +277+7.7% | Added |
| SG Americas Securities, LLC | 3,185 | $104.0K | 0.00% | −7,910−71.3% | Reduced |
| Trust Co of Vermont | 3,150 | $103.0K | 0.01% | −150−4.5% | Reduced |
| Great West Life Assurance Co | 2,856 | $94.0K | 0.00% | −692−19.5% | Reduced |
| William Blair Investment Management, LLC | 2,715 | $89.0K | 0.00% | +2,715 | New |
| Nisa Investment Advisors, LLC | 2,600 | $85.0K | 0.00% | +500+23.8% | Added |
| Huntington National Bank | 2,492 | $82.0K | 0.00% | +360+16.9% | Added |
| IMA Wealth, Inc. | 2,000 | $66.0K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,118 | $37.0K | 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 |
| Macquarie Group Ltd | 733 | $24.0K | 0.00% | 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 |
| Global Financial Private Client, LLC | 406 | $13.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 382 | $13.0K | 0.00% | +302+377.5% | Added |
| Fifth Third Bancorp | 400 | $13.0K | 0.00% | +400 | New |
| Simplex Trading, LLC | 383 | $12.0K | 0.00% | −697−64.5% | Reduced |
| TCI Wealth Advisors, Inc. | 362 | $12.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 344 | $11.0K | 0.00% | +6+1.8% | Added |
| IronBridge Private Wealth, LLC | 277 | $9.00K | 0.01% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 212 | $7.00K | 0.00% | +188+783.3% | Added |
| US Bancorp | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 135 | $4.00K | 0.00% | +135 | New |
| Advisory Services Network, LLC | 100 | $3.00K | 0.00% | +100 | New |
| 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 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −23,253−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,537−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −15,205−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,435−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,138−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |