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, Q3 2021
Institutional positions in CBIZ, Inc. as of Sep 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
- 161
- −5 vs. Q2 2021
- Shares held
- 46.6M
- +940.2K (+2.1%) vs. Q2 2021
- Total value
- $1.51B
- +$10.9M (+0.7%) vs. Q2 2021
- New holders
- 13
- 53 more added
- Sold out
- 18
- 60 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 3,853,820 | $124.6M | 0.04% | −22,299−0.6% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $112.7M | 9.50% | 00.0% | Unchanged |
| BlackRock Inc. | 3,469,203 | $112.2M | 0.00% | −162,322−4.5% | Reduced |
| Wells Fargo & Company | 2,891,328 | $93.5M | 0.02% | +132,021+4.8% | Added |
| Vanguard Group Inc | 2,569,418 | $83.1M | 0.00% | +21,315+0.8% | Added |
| Eaton Vance Management | 2,227,697 | $72.0M | 0.10% | +312,651+16.3% | Added |
| FIL Ltd | 1,922,237 | $62.2M | 0.07% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 1,868,079 | $60.4M | 0.59% | −17,205−0.9% | Reduced |
| Wellington Management Group LLP | 1,863,593 | $60.3M | 0.01% | −172,529−8.5% | Reduced |
| Cardinal Capital Management LLC | 1,816,029 | $58.7M | 1.41% | +15,725+0.9% | Added |
| Silvercrest Asset Management Group LLC | 1,768,727 | $57.2M | 0.39% | +4,773+0.3% | Added |
| Mawer Investment Management Ltd. | 1,406,200 | $45.5M | 0.22% | −600,811−29.9% | Reduced |
| Paradice Investment Management LLC | 1,377,770 | $44.6M | 2.02% | +63,713+4.8% | Added |
| William Blair Investment Management, LLC | 1,342,288 | $43.4M | 0.12% | +1,339,573+49,339.7% | Added |
| Atlanta Capital Management Co L L C | 1,252,115 | $40.5M | 0.14% | −45,167−3.5% | Reduced |
| Northern Trust Corp | 1,251,379 | $40.5M | 0.01% | −22,236−1.7% | Reduced |
| State Street Corp | 1,001,840 | $32.4M | 0.00% | −38,622−3.7% | Reduced |
| Geode Capital Management, LLC | 864,623 | $28.0M | 0.00% | −9,678−1.1% | Reduced |
| Granite Investment Partners, LLC | 796,826 | $25.8M | 0.80% | −24,640−3.0% | Reduced |
| First Manhattan Co | 603,720 | $19.5M | 0.07% | −18,874−3.0% | Reduced |
| Fenimore Asset Management Inc | 590,917 | $19.1M | 0.47% | −6,253−1.0% | Reduced |
| Norges Bank | 574,008 | $18.6M | 0.00% | −4,184−0.7% | Reduced |
| Bank of America Corp | 557,552 | $18.0M | 0.00% | +18,431+3.4% | Added |
| Charles Schwab Investment Management Inc | 482,825 | $15.6M | 0.01% | +8,770+1.8% | Added |
| Royal Bank of Canada | 298,867 | $9.67M | 0.00% | −3,632−1.2% | Reduced |
| Millennium Management LLC | 297,877 | $9.63M | 0.01% | +242,013+433.2% | Added |
| Bank of New York Mellon Corp | 288,063 | $9.32M | 0.00% | +9,880+3.6% | Added |
| GW&K Investment Management, LLC | 275,546 | $8.91M | 0.08% | −24,555−8.2% | Reduced |
| Goldman Sachs Group Inc | 273,851 | $8.86M | 0.00% | +1,408+0.5% | Added |
| Morgan Stanley | 266,368 | $8.61M | 0.00% | −67,295−20.2% | Reduced |
| Thrivent Financial for Lutherans | 209,380 | $6.77M | 0.01% | −60,002−22.3% | Reduced |
| Nuveen Asset Management, LLC | 202,411 | $6.55M | 0.00% | −13,309−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 200,659 | $6.49M | 0.01% | +50,584+33.7% | Added |
| Parametric Portfolio Associates LLC | 173,498 | $5.61M | 0.00% | +7,563+4.6% | Added |
| Alberta Investment Management Corp | 157,477 | $5.09M | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 155,897 | $5.04M | 0.00% | −47,806−23.5% | Reduced |
| NFJ Investment Group, LLC | 154,754 | $5.00M | 0.10% | −18,653−10.8% | Reduced |
| Boston Partners | 154,662 | $5.00M | 0.01% | +4,350+2.9% | Added |
| Ameriprise Financial Inc | 144,382 | $4.67M | 0.00% | −287−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 140,060 | $4.53M | 0.01% | −2,340−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 136,059 | $4.40M | 0.01% | −8,688−6.0% | Reduced |
| Invesco Ltd. | 134,242 | $4.34M | 0.00% | +3,774+2.9% | Added |
| Public Employees Retirement System of Ohio | 127,837 | $4.13M | 0.01% | +108+0.1% | Added |
| Two Sigma Investments, LP | 124,694 | $4.03M | 0.01% | +6,788+5.8% | Added |
| Renaissance Technologies LLC | 114,800 | $3.71M | 0.00% | +43,874+61.9% | Added |
| Swiss National Bank | 105,700 | $3.42M | 0.00% | −1,600−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,100 | $3.08M | 0.02% | +46,900+97.3% | Added |
| New York State Common Retirement Fund | 92,589 | $2.99M | 0.00% | −7,318−7.3% | Reduced |
| Cooper Creek Partners Management LLC | 81,998 | $2.65M | 0.36% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 81,085 | $2.62M | 0.01% | +8,065+11.0% | Added |
| Rice Hall James & Associates, LLC | 78,584 | $2.54M | 0.09% | −2,447−3.0% | Reduced |
| First Trust Advisors LP | 75,289 | $2.44M | 0.00% | −7,905−9.5% | Reduced |
| Alliancebernstein L.P. | 73,320 | $2.37M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 69,857 | $2.26M | 0.00% | +1,579+2.3% | Added |
| California State Teachers Retirement System | 66,202 | $2.14M | 0.00% | −2,683−3.9% | Reduced |
| Lazard Asset Management LLC | 63,947 | $2.07M | 0.00% | −34,767−35.2% | Reduced |
| UBS Group AG | 61,911 | $2.00M | 0.00% | +1,667+2.8% | Added |
| Citadel Advisors LLC | 61,006 | $1.97M | 0.00% | +51,817+563.9% | Added |
| Assenagon Asset Management S.A. | 58,261 | $1.88M | 0.01% | −48,489−45.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.86M | 1.15% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 57,278 | $1.85M | 0.03% | −12,714−18.2% | Reduced |
| Two Sigma Advisers, LP | 54,323 | $1.76M | 0.00% | +2,400+4.6% | Added |
| UBS Asset Management Americas Inc | 54,177 | $1.75M | 0.00% | −2,186−3.9% | Reduced |
| Martingale Asset Management L P | 53,421 | $1.73M | 0.02% | +31,100+139.3% | Added |
| SkyView Investment Advisors, LLC | 48,527 | $1.57M | 0.44% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 45,358 | $1.47M | 0.01% | −620−1.3% | Reduced |
| Gsa Capital Partners LLP | 44,961 | $1.45M | 0.15% | +44,961 | New |
| Janney Montgomery Scott LLC | 41,949 | $1.36M | 0.01% | −1,660−3.8% | Reduced |
| Legal & General Group Plc | 41,032 | $1.33M | 0.00% | +9,724+31.1% | Added |
| FMR LLC | 38,186 | $1.24M | 0.00% | −19,797−34.1% | Reduced |
| Laurus Investment Counsel Inc. | 28,350 | $1.16M | 0.33% | +6,710+31.0% | Added |
| Barclays PLC | 35,825 | $1.16M | 0.00% | +22,015+159.4% | Added |
| Credit Suisse AG | 34,274 | $1.11M | 0.00% | +4,992+17.0% | Added |
| Price T Rowe Associates Inc | 33,196 | $1.07M | 0.00% | −1,314−3.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 33,107 | $1.07M | 0.28% | 00.0% | Unchanged |
| STRS Ohio | 32,500 | $1.05M | 0.00% | +32,500 | New |
| Deutsche Bank AG | 31,625 | $1.02M | 0.00% | −25,807−44.9% | Reduced |
| AQR Capital Management LLC | 31,443 | $1.02M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 31,362 | $1.01M | 0.01% | +28,177+884.7% | Added |
| Shell Asset Management Co | 30,153 | $975.0K | 0.02% | −3,883−11.4% | Reduced |
| State Board of Administration of Florida Retirement System | 29,044 | $939.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 28,449 | $920.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 27,388 | $886.0K | 0.00% | −651−2.3% | Reduced |
| Chicago Wealth Management, Inc. | 27,000 | $873.0K | 0.64% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 26,635 | $861.0K | 0.01% | +19,505+273.6% | Added |
| Zacks Investment Management | 26,002 | $841.0K | 0.01% | +26,002 | New |
| Manufacturers Life Insurance Company, The | 24,846 | $804.0K | 0.00% | −2,887−10.4% | Reduced |
| LPL Financial LLC | 24,654 | $797.0K | 0.00% | +17,700+254.5% | Added |
| Empire Life Investments Inc. | 22,466 | $727.0K | 0.05% | +379+1.7% | Added |
| Victory Capital Management Inc | 22,388 | $724.0K | 0.00% | +387+1.8% | Added |
| HRT Financial LP | 22,354 | $722.0K | 0.00% | +8,155+57.4% | Added |
| Commonwealth Equity Services, LLC | 21,255 | $687.0K | 0.00% | −1,220−5.4% | Reduced |
| Voya Investment Management LLC | 21,194 | $685.0K | 0.00% | −74−0.3% | Reduced |
| ClariVest Asset Management LLC | 20,883 | $676.0K | 0.02% | −797−3.7% | Reduced |
| Envestnet Asset Management Inc | 20,190 | $653.0K | 0.00% | −49−0.2% | Reduced |
| MetLife Investment Management | 18,362 | $593.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,227 | $557.0K | 0.01% | −18,083−51.2% | Reduced |
| Winton Group Ltd | 15,731 | $509.0K | 0.03% | −2,404−13.3% | Reduced |
| Susquehanna International Group, LLP | 14,669 | $474.0K | 0.00% | −29,508−66.8% | Reduced |
| BNP Paribas Arbitrage, SA | 14,189 | $458.9K | 0.00% | +6,610+87.2% | Added |