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 |
|---|---|---|---|---|---|
| IndexIQ Advisors LLC | 13,766 | $445.0K | 0.01% | +1,379+11.1% | Added |
| Apexium Financial, LP | 13,738 | $444.0K | 0.26% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,412 | $433.7K | 0.01% | −1,736−11.5% | 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 |
| Arizona State Retirement System | 13,036 | $422.0K | 0.00% | −199−1.5% | Reduced |
| Country Club Trust Company, n.a. | 12,694 | $417.0K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,597 | $407.0K | 0.02% | +399+3.3% | Added |
| Occudo Quantitative Strategies LP | 12,183 | $394.0K | 0.05% | +12,183 | New |
| GW Henssler & Associates Ltd | 11,365 | $368.0K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $361.0K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 10,138 | $328.0K | 0.05% | +1,073+11.8% | Added |
| RBF Capital, LLC | 10,000 | $323.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 9,212 | $297.0K | 0.00% | +1,049+12.9% | Added |
| Gotham Asset Management, LLC | 8,643 | $280.0K | 0.01% | +8,643 | 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 |
| Trexquant Investment LP | 8,262 | $267.0K | 0.02% | +8,262 | New |
| Ifrah Financial Services, Inc. | 7,998 | $259.0K | 0.07% | +151+1.9% | Added |
| Teacher Retirement System of Texas | 7,850 | $254.0K | 0.00% | +996+14.5% | Added |
| SEI Investments Co | 7,800 | $252.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,667 | $248.0K | 0.00% | +7,667 | New |
| Jane Street Group, LLC | 6,988 | $226.0K | 0.00% | −8,222−54.1% | Reduced |
| Amalgamated Bank | 6,544 | $212.0K | 0.00% | −484−6.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,460 | $209.0K | 0.03% | +6,460 | New |
| ProShare Advisors LLC | 6,414 | $207.0K | 0.00% | −6,569−50.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $206.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 6,321 | $205.0K | 0.00% | +6,321 | New |
| Panagora Asset Management Inc | 6,238 | $202.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,088 | $197.0K | 0.00% | +182+3.1% | Added |
| Ameritas Investment Partners, Inc. | 3,836 | $124.0K | 0.00% | −311−7.5% | Reduced |
| Russell Investments Group, Ltd. | 3,613 | $116.0K | 0.00% | −10,992−75.3% | Reduced |
| Great West Life Assurance Co | 2,856 | $93.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 2,467 | $80.0K | 0.00% | −4,150−62.7% | Reduced |
| IMA Wealth, Inc. | 2,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,118 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 733 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 691 | $22.0K | 0.00% | +479+225.9% | Added |
| US Bancorp | 538 | $17.0K | 0.00% | +343+175.9% | Added |
| Ancora Advisors, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $13.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| IronBridge Private Wealth, LLC | 277 | $9.00K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 275 | $8.00K | 0.00% | +6+2.2% | Added |
| Signaturefd, LLC | 207 | $7.00K | 0.00% | −175−45.8% | Reduced |
| Rockefeller Capital Management L.P. | 193 | $6.00K | 0.00% | +39+25.3% | Added |
| Quadrant Capital Group LLC | 160 | $5.00K | 0.00% | +13+8.8% | Added |
| IFP Advisors, Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 16 | $1.00K | 0.00% | +16 | New |
| O'Shaughnessy Asset Management, LLC | 12 | $0 | 0.00% | −3,872−99.7% | Reduced |
| Manchester Capital Management LLC | 15 | $0 | 0.00% | +15 | New |
| 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 |