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 | 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, 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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 12 | $0 | 0.00% | −3,872−99.7% | Reduced |
| Manchester Capital Management LLC | 15 | $0 | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 16 | $1.00K | 0.00% | +16 | New |
| IFP Advisors, Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 160 | $5.00K | 0.00% | +13+8.8% | Added |
| Rockefeller Capital Management L.P. | 193 | $6.00K | 0.00% | +39+25.3% | Added |
| Signaturefd, LLC | 207 | $7.00K | 0.00% | −175−45.8% | Reduced |
| Berman Capital Advisors, LLC | 275 | $8.00K | 0.00% | +6+2.2% | Added |
| IronBridge Private Wealth, LLC | 277 | $9.00K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 350 | $11.0K | 0.00% | +6+1.7% | Added |
| Smithfield Trust Co | 323 | $11.0K | 0.00% | +323 | New |
| Advisor Group Holdings, Inc. | 380 | $12.0K | 0.00% | −104−21.5% | Reduced |
| Simplex Trading, LLC | 383 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $13.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 538 | $17.0K | 0.00% | +343+175.9% | Added |
| Parallel Advisors, LLC | 691 | $22.0K | 0.00% | +479+225.9% | Added |
| Macquarie Group Ltd | 733 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,118 | $41.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,467 | $80.0K | 0.00% | −4,150−62.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,600 | $84.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,584 | $84.0K | 0.00% | +92+3.7% | Added |
| Great West Life Assurance Co | 2,856 | $93.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,613 | $116.0K | 0.00% | −10,992−75.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,836 | $124.0K | 0.00% | −311−7.5% | Reduced |
| Captrust Financial Advisors | 6,088 | $197.0K | 0.00% | +182+3.1% | Added |
| Panagora Asset Management Inc | 6,238 | $202.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 6,321 | $205.0K | 0.00% | +6,321 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $206.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,414 | $207.0K | 0.00% | −6,569−50.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,460 | $209.0K | 0.03% | +6,460 | New |
| Amalgamated Bank | 6,544 | $212.0K | 0.00% | −484−6.9% | Reduced |
| Jane Street Group, LLC | 6,988 | $226.0K | 0.00% | −8,222−54.1% | Reduced |
| Mackenzie Financial Corp | 7,667 | $248.0K | 0.00% | +7,667 | New |
| SEI Investments Co | 7,800 | $252.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,850 | $254.0K | 0.00% | +996+14.5% | Added |
| Ifrah Financial Services, Inc. | 7,998 | $259.0K | 0.07% | +151+1.9% | Added |
| Trexquant Investment LP | 8,262 | $267.0K | 0.02% | +8,262 | New |
| HSBC Holdings PLC | 8,456 | $274.0K | 0.00% | −739−8.0% | Reduced |
| HighTower Advisors, LLC | 8,477 | $274.0K | 0.00% | +56+0.7% | Added |
| Gotham Asset Management, LLC | 8,643 | $280.0K | 0.01% | +8,643 | New |
| Citigroup Inc | 9,212 | $297.0K | 0.00% | +1,049+12.9% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $318.0K | 0.17% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,822 | $318.0K | 0.00% | +9,822 | New |
| RBF Capital, LLC | 10,000 | $323.0K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 10,138 | $328.0K | 0.05% | +1,073+11.8% | Added |
| Meritage Portfolio Management | 11,148 | $361.0K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 11,365 | $368.0K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,183 | $394.0K | 0.05% | +12,183 | New |
| Engineers Gate Manager LP | 12,597 | $407.0K | 0.02% | +399+3.3% | Added |
| Country Club Trust Company, n.a. | 12,694 | $417.0K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,036 | $422.0K | 0.00% | −199−1.5% | Reduced |
| Truist Financial Corp | 13,157 | $425.0K | 0.00% | −396−2.9% | Reduced |
| Los Angeles Capital Management LLC | 13,146 | $425.0K | 0.00% | +1,350+11.4% | Added |
| Metropolitan Life Insurance Co | 13,412 | $433.7K | 0.01% | −1,736−11.5% | Reduced |
| Apexium Financial, LP | 13,738 | $444.0K | 0.26% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 13,766 | $445.0K | 0.01% | +1,379+11.1% | Added |
| BNP Paribas Arbitrage, SA | 14,189 | $458.9K | 0.00% | +6,610+87.2% | Added |
| Susquehanna International Group, LLP | 14,669 | $474.0K | 0.00% | −29,508−66.8% | Reduced |
| Winton Group Ltd | 15,731 | $509.0K | 0.03% | −2,404−13.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,227 | $557.0K | 0.01% | −18,083−51.2% | Reduced |
| MetLife Investment Management | 18,362 | $593.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,190 | $653.0K | 0.00% | −49−0.2% | Reduced |
| ClariVest Asset Management LLC | 20,883 | $676.0K | 0.02% | −797−3.7% | Reduced |
| Voya Investment Management LLC | 21,194 | $685.0K | 0.00% | −74−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 21,255 | $687.0K | 0.00% | −1,220−5.4% | Reduced |
| HRT Financial LP | 22,354 | $722.0K | 0.00% | +8,155+57.4% | Added |
| Victory Capital Management Inc | 22,388 | $724.0K | 0.00% | +387+1.8% | Added |
| Empire Life Investments Inc. | 22,466 | $727.0K | 0.05% | +379+1.7% | Added |
| LPL Financial LLC | 24,654 | $797.0K | 0.00% | +17,700+254.5% | Added |
| Manufacturers Life Insurance Company, The | 24,846 | $804.0K | 0.00% | −2,887−10.4% | Reduced |
| Zacks Investment Management | 26,002 | $841.0K | 0.01% | +26,002 | New |
| Qube Research & Technologies Ltd | 26,635 | $861.0K | 0.01% | +19,505+273.6% | Added |
| Chicago Wealth Management, Inc. | 27,000 | $873.0K | 0.64% | 00.0% | Unchanged |
| American International Group, Inc. | 27,388 | $886.0K | 0.00% | −651−2.3% | Reduced |
| First Republic Investment Management, Inc. | 28,449 | $920.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 29,044 | $939.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 30,153 | $975.0K | 0.02% | −3,883−11.4% | Reduced |
| SG Americas Securities, LLC | 31,362 | $1.01M | 0.01% | +28,177+884.7% | Added |
| AQR Capital Management LLC | 31,443 | $1.02M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 31,625 | $1.02M | 0.00% | −25,807−44.9% | Reduced |
| STRS Ohio | 32,500 | $1.05M | 0.00% | +32,500 | New |
| Schneider Downs Wealth Management Advisors, LP | 33,107 | $1.07M | 0.28% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 33,196 | $1.07M | 0.00% | −1,314−3.8% | Reduced |
| Credit Suisse AG | 34,274 | $1.11M | 0.00% | +4,992+17.0% | Added |
| Barclays PLC | 35,825 | $1.16M | 0.00% | +22,015+159.4% | Added |
| Laurus Investment Counsel Inc. | 28,350 | $1.16M | 0.33% | +6,710+31.0% | Added |
| FMR LLC | 38,186 | $1.24M | 0.00% | −19,797−34.1% | Reduced |
| Legal & General Group Plc | 41,032 | $1.33M | 0.00% | +9,724+31.1% | Added |
| Janney Montgomery Scott LLC | 41,949 | $1.36M | 0.01% | −1,660−3.8% | Reduced |
| Gsa Capital Partners LLP | 44,961 | $1.45M | 0.15% | +44,961 | New |
| Private Advisor Group, LLC | 45,358 | $1.47M | 0.01% | −620−1.3% | Reduced |
| SkyView Investment Advisors, LLC | 48,527 | $1.57M | 0.44% | 00.0% | Unchanged |
| Martingale Asset Management L P | 53,421 | $1.73M | 0.02% | +31,100+139.3% | Added |
| UBS Asset Management Americas Inc | 54,177 | $1.75M | 0.00% | −2,186−3.9% | Reduced |
| Two Sigma Advisers, LP | 54,323 | $1.76M | 0.00% | +2,400+4.6% | Added |