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, Q4 2021
Institutional positions in CBIZ, Inc. as of Dec 31, 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
- 169
- +9 vs. Q3 2021
- Shares held
- 46.5M
- −118.1K (−0.3%) vs. Q3 2021
- Total value
- $1.82B
- +$310.7M (+20.6%) vs. Q3 2021
- New holders
- 27
- 47 more added
- Sold out
- 18
- 67 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 3,771,178 | $147.5M | 0.04% | −82,642−2.1% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $136.4M | 10.63% | 00.0% | Unchanged |
| BlackRock Inc. | 3,420,381 | $133.8M | 0.00% | −48,822−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,882,029 | $112.7M | 0.13% | +2,882,029 | New |
| Eaton Vance Management | 2,559,009 | $100.1M | 0.12% | +331,312+14.9% | Added |
| Vanguard Group Inc | 2,528,441 | $98.9M | 0.00% | −40,977−1.6% | Reduced |
| FIL Ltd | 1,922,237 | $75.2M | 0.08% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 1,881,008 | $73.6M | 0.72% | +12,929+0.7% | Added |
| Silvercrest Asset Management Group LLC | 1,703,668 | $66.1M | 0.42% | −65,059−3.7% | Reduced |
| Cardinal Capital Management LLC | 1,664,712 | $65.1M | 1.54% | −151,317−8.3% | Reduced |
| Paradice Investment Management LLC | 1,352,716 | $52.9M | 2.32% | −25,054−1.8% | Reduced |
| Atlanta Capital Management Co L L C | 1,312,824 | $51.4M | 0.17% | +60,709+4.8% | Added |
| Mawer Investment Management Ltd. | 1,309,000 | $51.2M | 0.23% | −97,200−6.9% | Reduced |
| Wellington Management Group LLP | 1,293,555 | $50.6M | 0.01% | −570,038−30.6% | Reduced |
| Northern Trust Corp | 1,258,122 | $49.2M | 0.01% | +6,743+0.5% | Added |
| William Blair Investment Management, LLC | 1,231,734 | $48.2M | 0.13% | −110,554−8.2% | Reduced |
| State Street Corp | 1,002,192 | $39.2M | 0.00% | +3520.0% | Added |
| Victory Capital Management Inc | 923,303 | $36.1M | 0.03% | +900,915+4,024.1% | Added |
| Geode Capital Management, LLC | 843,826 | $33.0M | 0.00% | −20,797−2.4% | Reduced |
| Granite Investment Partners, LLC | 830,028 | $32.5M | 0.95% | +33,202+4.2% | Added |
| First Manhattan Co | 596,850 | $23.3M | 0.08% | −6,870−1.1% | Reduced |
| Bank of America Corp | 595,957 | $23.3M | 0.00% | +38,405+6.9% | Added |
| Fenimore Asset Management Inc | 589,302 | $23.1M | 0.51% | −1,615−0.3% | Reduced |
| Norges Bank | 530,408 | $20.8M | 0.00% | −43,600−7.6% | Reduced |
| Charles Schwab Investment Management Inc | 482,641 | $18.9M | 0.01% | −1840.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 299,610 | $11.7M | 0.01% | +98,951+49.3% | Added |
| Goldman Sachs Group Inc | 296,367 | $11.6M | 0.00% | +22,516+8.2% | Added |
| Royal Bank of Canada | 266,883 | $10.4M | 0.00% | −31,984−10.7% | Reduced |
| Bank of New York Mellon Corp | 262,129 | $10.3M | 0.00% | −25,934−9.0% | Reduced |
| GW&K Investment Management, LLC | 261,986 | $10.2M | 0.09% | −13,560−4.9% | Reduced |
| Nuveen Asset Management, LLC | 257,223 | $10.1M | 0.00% | +54,812+27.1% | Added |
| Thrivent Financial for Lutherans | 193,701 | $7.58M | 0.01% | −15,679−7.5% | Reduced |
| JPMorgan Chase & Co | 183,194 | $7.17M | 0.00% | +27,297+17.5% | Added |
| Parametric Portfolio Associates LLC | 177,824 | $6.96M | 0.00% | +4,326+2.5% | Added |
| Alberta Investment Management Corp | 175,977 | $6.88M | 0.04% | +18,500+11.7% | Added |
| Boston Partners | 152,945 | $5.98M | 0.01% | −1,717−1.1% | Reduced |
| NFJ Investment Group, LLC | 146,365 | $5.73M | 0.10% | −8,389−5.4% | Reduced |
| Ameriprise Financial Inc | 140,236 | $5.49M | 0.00% | −4,146−2.9% | Reduced |
| Morgan Stanley | 132,632 | $5.19M | 0.00% | −133,736−50.2% | Reduced |
| D. E. Shaw & Co., Inc. | 132,407 | $5.18M | 0.01% | −3,652−2.7% | Reduced |
| Invesco Ltd. | 131,107 | $5.13M | 0.00% | −3,135−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 127,775 | $5.00M | 0.02% | −620.0% | Reduced |
| Rice Hall James & Associates, LLC | 111,383 | $4.36M | 0.15% | +32,799+41.7% | Added |
| Swiss National Bank | 104,400 | $4.08M | 0.00% | −1,300−1.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 95,750 | $3.75M | 0.01% | −44,310−31.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,100 | $3.73M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 92,698 | $3.63M | 0.00% | +109+0.1% | Added |
| Wells Fargo & Company | 84,186 | $3.29M | 0.00% | −2,807,142−97.1% | Reduced |
| Cooper Creek Partners Management LLC | 81,998 | $3.21M | 0.38% | 00.0% | Unchanged |
| UBS Group AG | 76,470 | $2.99M | 0.00% | +14,559+23.5% | Added |
| Alliancebernstein L.P. | 73,320 | $2.87M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 72,687 | $2.84M | 0.01% | −8,398−10.4% | Reduced |
| Rhumbline Advisers | 69,276 | $2.71M | 0.00% | −581−0.8% | Reduced |
| California State Teachers Retirement System | 66,693 | $2.61M | 0.00% | +491+0.7% | Added |
| Two Sigma Investments, LP | 63,960 | $2.50M | 0.01% | −60,734−48.7% | Reduced |
| Lazard Asset Management LLC | 62,282 | $2.44M | 0.00% | −1,665−2.6% | Reduced |
| UBS Asset Management Americas Inc | 59,540 | $2.33M | 0.00% | +5,363+9.9% | Added |
| Barclays PLC | 59,500 | $2.33M | 0.00% | +23,675+66.1% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.25M | 1.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 56,105 | $2.19M | 0.22% | +56,105 | New |
| CWM, LLC | 54,473 | $2.13M | 0.02% | +54,473 | New |
| Private Advisor Group, LLC | 52,483 | $2.05M | 0.02% | +7,125+15.7% | Added |
| Martingale Asset Management L P | 51,021 | $2.00M | 0.03% | −2,400−4.5% | Reduced |
| Laurus Investment Counsel Inc. | 39,370 | $1.97M | 0.51% | +11,020+38.9% | Added |
| SkyView Investment Advisors, LLC | 48,527 | $1.90M | 0.43% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 48,527 | $1.90M | 1.04% | +48,527 | New |
| Millennium Management LLC | 47,084 | $1.84M | 0.00% | −250,793−84.2% | Reduced |
| First Trust Advisors LP | 45,809 | $1.79M | 0.00% | −29,480−39.2% | Reduced |
| Janney Montgomery Scott LLC | 45,516 | $1.78M | 0.01% | +3,567+8.5% | Added |
| Principal Financial Group Inc | 42,734 | $1.67M | 0.00% | +42,734 | New |
| Acadian Asset Management LLC | 42,673 | $1.67M | 0.01% | +42,673 | New |
| Legal & General Group Plc | 40,540 | $1.59M | 0.00% | −492−1.2% | Reduced |
| FMR LLC | 40,136 | $1.57M | 0.00% | +1,950+5.1% | Added |
| Panagora Asset Management Inc | 38,842 | $1.52M | 0.01% | +32,604+522.7% | Added |
| Credit Suisse AG | 37,841 | $1.48M | 0.00% | +3,567+10.4% | Added |
| SG Americas Securities, LLC | 35,182 | $1.38M | 0.01% | +3,820+12.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 33,107 | $1.29M | 0.31% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 32,338 | $1.26M | 0.00% | −858−2.6% | Reduced |
| Deutsche Bank AG | 32,249 | $1.26M | 0.00% | +624+2.0% | Added |
| AQR Capital Management LLC | 31,645 | $1.24M | 0.00% | +202+0.6% | Added |
| Burton Enright Welch | 31,329 | $1.23M | 0.82% | +31,329 | New |
| Two Sigma Advisers, LP | 30,223 | $1.18M | 0.00% | −24,100−44.4% | Reduced |
| STRS Ohio | 29,300 | $1.15M | 0.00% | −3,200−9.8% | Reduced |
| First Republic Investment Management, Inc. | 28,621 | $1.12M | 0.00% | +172+0.6% | Added |
| State Board of Administration of Florida Retirement System | 28,268 | $1.11M | 0.00% | −776−2.7% | Reduced |
| Voya Investment Management LLC | 28,166 | $1.10M | 0.00% | +6,972+32.9% | Added |
| Shell Asset Management Co | 27,577 | $1.08M | 0.02% | −2,576−8.5% | Reduced |
| Chicago Wealth Management, Inc. | 27,000 | $1.06M | 0.71% | 00.0% | Unchanged |
| American International Group, Inc. | 26,050 | $1.02M | 0.01% | −1,338−4.9% | Reduced |
| Zacks Investment Management | 25,393 | $993.0K | 0.01% | −609−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 24,842 | $972.0K | 0.00% | −40.0% | Reduced |
| LPL Financial LLC | 24,654 | $964.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 21,617 | $846.0K | 0.00% | +12,405+134.7% | Added |
| Susquehanna International Group, LLP | 21,456 | $839.0K | 0.00% | +6,787+46.3% | Added |
| Commonwealth Equity Services, LLC | 21,255 | $831.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,222 | $830.2K | 0.00% | +7,033+49.6% | Added |
| Envestnet Asset Management Inc | 20,271 | $793.0K | 0.00% | +81+0.4% | Added |
| ClariVest Asset Management LLC | 19,648 | $769.0K | 0.02% | −1,235−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 18,992 | $743.0K | 0.01% | −38,286−66.8% | Reduced |
| Citadel Advisors LLC | 18,824 | $736.0K | 0.00% | −42,182−69.1% | Reduced |