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.
Q3 2021 vs. Q2 2021
How the institutions holding CBIZ, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 168 | 2 | 161 | −5 |
| Shares | 47.2M | 1.54M | 46.6M | +940.2K (+2.1%) |
| Value | $1.55B | $50.6M | $1.51B | +$10.9M (+0.7%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held CBIZ, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Gsa Capital Partners LLP | 44,961 | $1.45M | 0.15% |
| STRS Ohio | 32,500 | $1.05M | 0.00% |
| Zacks Investment Management | 26,002 | $841.0K | 0.01% |
| Occudo Quantitative Strategies LP | 12,183 | $394.0K | 0.05% |
| Cubist Systematic Strategies, LLC | 9,822 | $318.0K | 0.00% |
| Gotham Asset Management, LLC | 8,643 | $280.0K | 0.01% |
| Trexquant Investment LP | 8,262 | $267.0K | 0.02% |
| Mackenzie Financial Corp | 7,667 | $248.0K | 0.00% |
| Dynamic Technology Lab Private Ltd | 6,460 | $209.0K | 0.03% |
| Man Group plc | 6,321 | $205.0K | 0.00% |
| Smithfield Trust Co | 323 | $11.0K | 0.00% |
| Meridian Wealth Partners, LLC | 16 | $1.00K | 0.00% |
| Manchester Capital Management LLC | 15 | $0 | 0.00% |
Sold out (18)
Institutions that held CBIZ, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Jennison Associates LLC | 33,391 | $1.09M |
| California Public Employees Retirement System | 25,459 | $834.0K |
| Ellsworth Advisors, LLC | 13,286 | $435.0K |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,414 | $374.0K |
| Dakota Wealth Management | 11,010 | $361.0K |
| Ergoteles LLC | 10,200 | $334.0K |
| PEAK6 Investments LLC | 6,374 | $209.0K |
| Kennedy Capital Management, Inc. | 6,243 | $205.0K |
| Whittier Trust Co | 5,000 | $164.0K |
| Trust Co of Vermont | 3,150 | $103.0K |
| Acadian Asset Management LLC | 900 | $29.0K |
| Fifth Third Bancorp | 400 | $13.0K |
| KB Financial Partners, LLC | 245 | $8.00K |
| Ten Capital Wealth Advisors, LLC | 150 | $5.00K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 135 | $4.00K |
| Advisory Services Network, LLC | 100 | $3.00K |
| Denali Advisors LLC | 39 | $1.00K |
| Spire Wealth Management | 43 | $1.00K |
Not filed for Q3 2021 yet (2)
Institutions that held CBIZ, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Investment Counselors of Maryland LLC | 1,480,936 | $48.5M |
| CWM, LLC | 62,081 | $2.03M |