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 | 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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 6 | $0 | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $1.00K | 0.00% | +15 | New |
| IFP Advisors, Inc | 43 | $2.00K | 0.00% | +10+30.3% | Added |
| Signet Financial Management, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Rockefeller Capital Management L.P. | 168 | $6.00K | 0.00% | −25−13.0% | Reduced |
| Quadrant Capital Group LLC | 158 | $6.00K | 0.00% | −2−1.3% | Reduced |
| US Bancorp | 237 | $9.00K | 0.00% | −301−55.9% | Reduced |
| KB Financial Partners, LLC | 245 | $10.0K | 0.00% | +245 | New |
| IronBridge Private Wealth, LLC | 277 | $11.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 270 | $11.0K | 0.00% | +63+30.4% | Added |
| Smithfield Trust Co | 323 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $14.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 394 | $15.0K | 0.00% | +14+3.7% | Added |
| Global Financial Private Client, LLC | 406 | $15.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 497 | $19.0K | 0.00% | −1,970−79.9% | Reduced |
| Ancora Advisors, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 643 | $25.0K | 0.00% | +643 | New |
| Macquarie Group Ltd | 733 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 747 | $29.0K | 0.00% | +56+8.1% | Added |
| National Bank of Canada | 1,000 | $39.0K | 0.00% | +1,000 | New |
| Federated Hermes, Inc. | 1,294 | $51.0K | 0.00% | +1,294 | New |
| Aquatic Capital Management LLC | 1,300 | $51.0K | 0.10% | +1,300 | New |
| State of Wyoming | 1,445 | $57.0K | 0.03% | +1,445 | New |
| Nisa Investment Advisors, LLC | 2,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,738 | $107.0K | 0.00% | +154+6.0% | Added |
| Great West Life Assurance Co | 2,856 | $111.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,150 | $123.0K | 0.01% | +3,150 | New |
| Ameritas Investment Partners, Inc. | 3,836 | $150.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 5,348 | $209.0K | 0.00% | −2,452−31.4% | Reduced |
| Paloma Partners Management Co | 5,485 | $215.0K | 0.01% | +5,485 | New |
| Kavar Capital Partners Group, LLC | 5,585 | $218.0K | 0.05% | +5,585 | New |
| Captrust Financial Advisors | 5,998 | $235.0K | 0.00% | −90−1.5% | Reduced |
| Gsa Capital Partners LLP | 6,166 | $241.0K | 0.03% | −38,795−86.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $249.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,409 | $251.0K | 0.00% | −135−2.1% | Reduced |
| Qube Research & Technologies Ltd | 6,810 | $266.0K | 0.00% | −19,825−74.4% | Reduced |
| Mackenzie Financial Corp | 7,649 | $299.0K | 0.00% | −18−0.2% | Reduced |
| Ifrah Financial Services, Inc. | 7,812 | $306.0K | 0.08% | −186−2.3% | Reduced |
| Squarepoint Ops LLC | 7,829 | $306.0K | 0.00% | +7,829 | New |
| Gotham Asset Management, LLC | 8,035 | $314.0K | 0.01% | −608−7.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,341 | $326.0K | 0.04% | +1,881+29.1% | Added |
| Diversified Trust Co | 8,608 | $337.0K | 0.01% | +8,608 | New |
| HighTower Advisors, LLC | 8,715 | $341.0K | 0.00% | +238+2.8% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $353.0K | 0.19% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,216 | $361.0K | 0.00% | +1,366+17.4% | Added |
| Ergoteles LLC | 9,700 | $379.0K | 0.01% | +9,700 | New |
| Janus Henderson Group PLC | 9,898 | $387.0K | 0.00% | +9,898 | New |
| HSBC Holdings PLC | 9,922 | $389.0K | 0.00% | +1,466+17.3% | Added |
| GW Henssler & Associates Ltd | 9,982 | $390.0K | 0.02% | −1,383−12.2% | Reduced |
| RBF Capital, LLC | 10,000 | $391.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,711 | $419.0K | 0.00% | +4,297+67.0% | Added |
| Brown Advisory Inc | 10,857 | $425.0K | 0.00% | +10,857 | New |
| Next Capital Management LLC | 11,000 | $430.0K | 0.30% | +11,000 | New |
| Meritage Portfolio Management | 11,148 | $436.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,355 | $483.0K | 0.04% | +172+1.4% | Added |
| Country Club Trust Company, n.a. | 12,364 | $485.0K | 0.04% | −330−2.6% | Reduced |
| Arizona State Retirement System | 12,770 | $500.0K | 0.00% | −266−2.0% | Reduced |
| IndexIQ Advisors LLC | 12,930 | $506.0K | 0.02% | −836−6.1% | Reduced |
| Metropolitan Life Insurance Co | 13,035 | $509.9K | 0.01% | −377−2.8% | Reduced |
| Truist Financial Corp | 13,128 | $514.0K | 0.00% | −29−0.2% | Reduced |
| Los Angeles Capital Management LLC | 13,146 | $514.0K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 13,738 | $537.0K | 0.28% | 00.0% | Unchanged |
| Keybank National Association | 14,215 | $556.0K | 0.00% | +14,215 | New |
| Russell Investments Group, Ltd. | 14,608 | $571.0K | 0.00% | +10,995+304.3% | Added |
| MetLife Investment Management | 16,340 | $639.2K | 0.01% | −2,022−11.0% | Reduced |
| HRT Financial LP | 16,447 | $643.0K | 0.00% | −5,907−26.4% | Reduced |
| Putnam Investments LLC | 16,882 | $661.0K | 0.00% | +16,882 | New |
| Citadel Advisors LLC | 18,824 | $736.0K | 0.00% | −42,182−69.1% | Reduced |
| ExodusPoint Capital Management, LP | 18,992 | $743.0K | 0.01% | −38,286−66.8% | Reduced |
| ClariVest Asset Management LLC | 19,648 | $769.0K | 0.02% | −1,235−5.9% | Reduced |
| Envestnet Asset Management Inc | 20,271 | $793.0K | 0.00% | +81+0.4% | Added |
| BNP Paribas Arbitrage, SA | 21,222 | $830.2K | 0.00% | +7,033+49.6% | Added |
| Commonwealth Equity Services, LLC | 21,255 | $831.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,456 | $839.0K | 0.00% | +6,787+46.3% | Added |
| Citigroup Inc | 21,617 | $846.0K | 0.00% | +12,405+134.7% | Added |
| LPL Financial LLC | 24,654 | $964.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,842 | $972.0K | 0.00% | −40.0% | Reduced |
| Zacks Investment Management | 25,393 | $993.0K | 0.01% | −609−2.3% | Reduced |
| American International Group, Inc. | 26,050 | $1.02M | 0.01% | −1,338−4.9% | Reduced |
| Chicago Wealth Management, Inc. | 27,000 | $1.06M | 0.71% | 00.0% | Unchanged |
| Shell Asset Management Co | 27,577 | $1.08M | 0.02% | −2,576−8.5% | Reduced |
| Voya Investment Management LLC | 28,166 | $1.10M | 0.00% | +6,972+32.9% | Added |
| State Board of Administration of Florida Retirement System | 28,268 | $1.11M | 0.00% | −776−2.7% | Reduced |
| First Republic Investment Management, Inc. | 28,621 | $1.12M | 0.00% | +172+0.6% | Added |
| STRS Ohio | 29,300 | $1.15M | 0.00% | −3,200−9.8% | Reduced |
| Two Sigma Advisers, LP | 30,223 | $1.18M | 0.00% | −24,100−44.4% | Reduced |
| Burton Enright Welch | 31,329 | $1.23M | 0.82% | +31,329 | New |
| AQR Capital Management LLC | 31,645 | $1.24M | 0.00% | +202+0.6% | Added |
| Deutsche Bank AG | 32,249 | $1.26M | 0.00% | +624+2.0% | Added |
| Price T Rowe Associates Inc | 32,338 | $1.26M | 0.00% | −858−2.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 33,107 | $1.29M | 0.31% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 35,182 | $1.38M | 0.01% | +3,820+12.2% | Added |
| Credit Suisse AG | 37,841 | $1.48M | 0.00% | +3,567+10.4% | Added |
| Panagora Asset Management Inc | 38,842 | $1.52M | 0.01% | +32,604+522.7% | Added |
| FMR LLC | 40,136 | $1.57M | 0.00% | +1,950+5.1% | Added |
| Legal & General Group Plc | 40,540 | $1.59M | 0.00% | −492−1.2% | Reduced |
| Acadian Asset Management LLC | 42,673 | $1.67M | 0.01% | +42,673 | New |
| Principal Financial Group Inc | 42,734 | $1.67M | 0.00% | +42,734 | New |