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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 57,278 | $1.85M | 0.03% | −12,714−18.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.86M | 1.15% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 58,261 | $1.88M | 0.01% | −48,489−45.4% | Reduced |
| Citadel Advisors LLC | 61,006 | $1.97M | 0.00% | +51,817+563.9% | Added |
| UBS Group AG | 61,911 | $2.00M | 0.00% | +1,667+2.8% | Added |
| Lazard Asset Management LLC | 63,947 | $2.07M | 0.00% | −34,767−35.2% | Reduced |
| California State Teachers Retirement System | 66,202 | $2.14M | 0.00% | −2,683−3.9% | Reduced |
| Rhumbline Advisers | 69,857 | $2.26M | 0.00% | +1,579+2.3% | Added |
| Alliancebernstein L.P. | 73,320 | $2.37M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 75,289 | $2.44M | 0.00% | −7,905−9.5% | Reduced |
| Rice Hall James & Associates, LLC | 78,584 | $2.54M | 0.09% | −2,447−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 81,085 | $2.62M | 0.01% | +8,065+11.0% | Added |
| Cooper Creek Partners Management LLC | 81,998 | $2.65M | 0.36% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 92,589 | $2.99M | 0.00% | −7,318−7.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,100 | $3.08M | 0.02% | +46,900+97.3% | Added |
| Swiss National Bank | 105,700 | $3.42M | 0.00% | −1,600−1.5% | Reduced |
| Renaissance Technologies LLC | 114,800 | $3.71M | 0.00% | +43,874+61.9% | Added |
| Two Sigma Investments, LP | 124,694 | $4.03M | 0.01% | +6,788+5.8% | Added |
| Public Employees Retirement System of Ohio | 127,837 | $4.13M | 0.01% | +108+0.1% | Added |
| Invesco Ltd. | 134,242 | $4.34M | 0.00% | +3,774+2.9% | Added |
| D. E. Shaw & Co., Inc. | 136,059 | $4.40M | 0.01% | −8,688−6.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 140,060 | $4.53M | 0.01% | −2,340−1.6% | Reduced |
| Ameriprise Financial Inc | 144,382 | $4.67M | 0.00% | −287−0.2% | Reduced |
| Boston Partners | 154,662 | $5.00M | 0.01% | +4,350+2.9% | Added |
| NFJ Investment Group, LLC | 154,754 | $5.00M | 0.10% | −18,653−10.8% | Reduced |
| JPMorgan Chase & Co | 155,897 | $5.04M | 0.00% | −47,806−23.5% | Reduced |
| Alberta Investment Management Corp | 157,477 | $5.09M | 0.04% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 173,498 | $5.61M | 0.00% | +7,563+4.6% | Added |
| Arrowstreet Capital, Limited Partnership | 200,659 | $6.49M | 0.01% | +50,584+33.7% | Added |
| Nuveen Asset Management, LLC | 202,411 | $6.55M | 0.00% | −13,309−6.2% | Reduced |
| Thrivent Financial for Lutherans | 209,380 | $6.77M | 0.01% | −60,002−22.3% | Reduced |
| Morgan Stanley | 266,368 | $8.61M | 0.00% | −67,295−20.2% | Reduced |
| Goldman Sachs Group Inc | 273,851 | $8.86M | 0.00% | +1,408+0.5% | Added |
| GW&K Investment Management, LLC | 275,546 | $8.91M | 0.08% | −24,555−8.2% | Reduced |
| Bank of New York Mellon Corp | 288,063 | $9.32M | 0.00% | +9,880+3.6% | Added |
| Millennium Management LLC | 297,877 | $9.63M | 0.01% | +242,013+433.2% | Added |
| Royal Bank of Canada | 298,867 | $9.67M | 0.00% | −3,632−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 482,825 | $15.6M | 0.01% | +8,770+1.8% | Added |
| Bank of America Corp | 557,552 | $18.0M | 0.00% | +18,431+3.4% | Added |
| Norges Bank | 574,008 | $18.6M | 0.00% | −4,184−0.7% | Reduced |
| Fenimore Asset Management Inc | 590,917 | $19.1M | 0.47% | −6,253−1.0% | Reduced |
| First Manhattan Co | 603,720 | $19.5M | 0.07% | −18,874−3.0% | Reduced |
| Granite Investment Partners, LLC | 796,826 | $25.8M | 0.80% | −24,640−3.0% | Reduced |
| Geode Capital Management, LLC | 864,623 | $28.0M | 0.00% | −9,678−1.1% | Reduced |
| State Street Corp | 1,001,840 | $32.4M | 0.00% | −38,622−3.7% | Reduced |
| Northern Trust Corp | 1,251,379 | $40.5M | 0.01% | −22,236−1.7% | Reduced |
| Atlanta Capital Management Co L L C | 1,252,115 | $40.5M | 0.14% | −45,167−3.5% | Reduced |
| William Blair Investment Management, LLC | 1,342,288 | $43.4M | 0.12% | +1,339,573+49,339.7% | Added |
| Paradice Investment Management LLC | 1,377,770 | $44.6M | 2.02% | +63,713+4.8% | Added |
| Mawer Investment Management Ltd. | 1,406,200 | $45.5M | 0.22% | −600,811−29.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,768,727 | $57.2M | 0.39% | +4,773+0.3% | Added |
| Cardinal Capital Management LLC | 1,816,029 | $58.7M | 1.41% | +15,725+0.9% | Added |
| Wellington Management Group LLP | 1,863,593 | $60.3M | 0.01% | −172,529−8.5% | Reduced |
| Burgundy Asset Management Ltd. | 1,868,079 | $60.4M | 0.59% | −17,205−0.9% | Reduced |
| FIL Ltd | 1,922,237 | $62.2M | 0.07% | 00.0% | Unchanged |
| Eaton Vance Management | 2,227,697 | $72.0M | 0.10% | +312,651+16.3% | Added |
| Vanguard Group Inc | 2,569,418 | $83.1M | 0.00% | +21,315+0.8% | Added |
| Wells Fargo & Company | 2,891,328 | $93.5M | 0.02% | +132,021+4.8% | Added |
| BlackRock Inc. | 3,469,203 | $112.2M | 0.00% | −162,322−4.5% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $112.7M | 9.50% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,853,820 | $124.6M | 0.04% | −22,299−0.6% | Reduced |
| Jennison Associates LLC | 0 | $0 | 0.00% | −33,391−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −25,459−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −13,286−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −11,414−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,374−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Investment Counselors of Maryland LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |