CBIZ, Inc.

CBZ

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0000944148

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding CBIZ, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of CBZ: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	161	1	169	+9
Shares	46.6M	275	46.5M	−118.1K (−0.3%)
Value	$1.51B	$8.00K	$1.82B	+$310.7M (+20.6%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held CBIZ, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to CBZ in Q4 2021
Institution	Shares	Value	% of portfolio
Allspring Global Investments Holdings, LLC	2,882,029	$112.7M	0.13%
Roundview Capital LLC	56,105	$2.19M	0.22%
CWM, LLC	54,473	$2.13M	0.02%
First Capital Advisors Group, LLC.	48,527	$1.90M	1.04%
Principal Financial Group Inc	42,734	$1.67M	0.00%
Acadian Asset Management LLC	42,673	$1.67M	0.01%
Burton Enright Welch	31,329	$1.23M	0.82%
Putnam Investments LLC	16,882	$661.0K	0.00%
Keybank National Association	14,215	$556.0K	0.00%
Next Capital Management LLC	11,000	$430.0K	0.30%
Brown Advisory Inc	10,857	$425.0K	0.00%
Janus Henderson Group PLC	9,898	$387.0K	0.00%
Ergoteles LLC	9,700	$379.0K	0.01%
Diversified Trust Co	8,608	$337.0K	0.01%
Squarepoint Ops LLC	7,829	$306.0K	0.00%
Kavar Capital Partners Group, LLC	5,585	$218.0K	0.05%
Paloma Partners Management Co	5,485	$215.0K	0.01%
Trust Co of Vermont	3,150	$123.0K	0.01%
State of Wyoming	1,445	$57.0K	0.03%
Federated Hermes, Inc.	1,294	$51.0K	0.00%
Aquatic Capital Management LLC	1,300	$51.0K	0.10%
National Bank of Canada	1,000	$39.0K	0.00%
PEAK6 Investments LLC	643	$25.0K	0.00%
KB Financial Partners, LLC	245	$10.0K	0.00%
Signet Financial Management, LLC	57	$2.00K	0.00%
Covestor Ltd	15	$1.00K	0.00%
Toronto Dominion Bank	6	$0	0.00%

Sold out (18)

Institutions that held CBIZ, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of CBZ in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Renaissance Technologies LLC	114,800	$3.71M
Assenagon Asset Management S.A.	58,261	$1.88M
Empire Life Investments Inc.	22,466	$727.0K
Susquehanna Fundamental Investments, LLC	17,227	$557.0K
Winton Group Ltd	15,731	$509.0K
Engineers Gate Manager LP	12,597	$407.0K
Sawtooth Solutions, LLC	10,138	$328.0K
Cubist Systematic Strategies, LLC	9,822	$318.0K
Trexquant Investment LP	8,262	$267.0K
Jane Street Group, LLC	6,988	$226.0K
Man Group plc	6,321	$205.0K
IMA Wealth, Inc.	2,000	$65.0K
Systematic Alpha Investments, LLC	1,118	$41.0K
Harbour Investments, Inc.	900	$29.0K
Simplex Trading, LLC	383	$12.0K
Meridian Wealth Partners, LLC	16	$1.00K
Manchester Capital Management LLC	15	$0
O'Shaughnessy Asset Management, LLC	12	$0

Not filed for Q4 2021 yet (1)

Institutions that held CBIZ, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Berman Capital Advisors, LLC	275	$8.00K