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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 45,516 | $1.78M | 0.01% | +3,567+8.5% | Added |
| First Trust Advisors LP | 45,809 | $1.79M | 0.00% | −29,480−39.2% | Reduced |
| Millennium Management LLC | 47,084 | $1.84M | 0.00% | −250,793−84.2% | Reduced |
| 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 |
| Laurus Investment Counsel Inc. | 39,370 | $1.97M | 0.51% | +11,020+38.9% | Added |
| Martingale Asset Management L P | 51,021 | $2.00M | 0.03% | −2,400−4.5% | Reduced |
| Private Advisor Group, LLC | 52,483 | $2.05M | 0.02% | +7,125+15.7% | Added |
| CWM, LLC | 54,473 | $2.13M | 0.02% | +54,473 | New |
| Roundview Capital LLC | 56,105 | $2.19M | 0.22% | +56,105 | New |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.25M | 1.07% | 00.0% | Unchanged |
| Barclays PLC | 59,500 | $2.33M | 0.00% | +23,675+66.1% | Added |
| UBS Asset Management Americas Inc | 59,540 | $2.33M | 0.00% | +5,363+9.9% | Added |
| Lazard Asset Management LLC | 62,282 | $2.44M | 0.00% | −1,665−2.6% | Reduced |
| Two Sigma Investments, LP | 63,960 | $2.50M | 0.01% | −60,734−48.7% | Reduced |
| California State Teachers Retirement System | 66,693 | $2.61M | 0.00% | +491+0.7% | Added |
| Rhumbline Advisers | 69,276 | $2.71M | 0.00% | −581−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 72,687 | $2.84M | 0.01% | −8,398−10.4% | Reduced |
| Alliancebernstein L.P. | 73,320 | $2.87M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 76,470 | $2.99M | 0.00% | +14,559+23.5% | Added |
| Cooper Creek Partners Management LLC | 81,998 | $3.21M | 0.38% | 00.0% | Unchanged |
| Wells Fargo & Company | 84,186 | $3.29M | 0.00% | −2,807,142−97.1% | Reduced |
| New York State Common Retirement Fund | 92,698 | $3.63M | 0.00% | +109+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,100 | $3.73M | 0.02% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 95,750 | $3.75M | 0.01% | −44,310−31.6% | Reduced |
| Swiss National Bank | 104,400 | $4.08M | 0.00% | −1,300−1.2% | Reduced |
| Rice Hall James & Associates, LLC | 111,383 | $4.36M | 0.15% | +32,799+41.7% | Added |
| Public Employees Retirement System of Ohio | 127,775 | $5.00M | 0.02% | −620.0% | Reduced |
| Invesco Ltd. | 131,107 | $5.13M | 0.00% | −3,135−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 132,407 | $5.18M | 0.01% | −3,652−2.7% | Reduced |
| Morgan Stanley | 132,632 | $5.19M | 0.00% | −133,736−50.2% | Reduced |
| Ameriprise Financial Inc | 140,236 | $5.49M | 0.00% | −4,146−2.9% | Reduced |
| NFJ Investment Group, LLC | 146,365 | $5.73M | 0.10% | −8,389−5.4% | Reduced |
| Boston Partners | 152,945 | $5.98M | 0.01% | −1,717−1.1% | Reduced |
| Alberta Investment Management Corp | 175,977 | $6.88M | 0.04% | +18,500+11.7% | Added |
| Parametric Portfolio Associates LLC | 177,824 | $6.96M | 0.00% | +4,326+2.5% | Added |
| JPMorgan Chase & Co | 183,194 | $7.17M | 0.00% | +27,297+17.5% | Added |
| Thrivent Financial for Lutherans | 193,701 | $7.58M | 0.01% | −15,679−7.5% | Reduced |
| Nuveen Asset Management, LLC | 257,223 | $10.1M | 0.00% | +54,812+27.1% | Added |
| GW&K Investment Management, LLC | 261,986 | $10.2M | 0.09% | −13,560−4.9% | Reduced |
| Bank of New York Mellon Corp | 262,129 | $10.3M | 0.00% | −25,934−9.0% | Reduced |
| Royal Bank of Canada | 266,883 | $10.4M | 0.00% | −31,984−10.7% | Reduced |
| Goldman Sachs Group Inc | 296,367 | $11.6M | 0.00% | +22,516+8.2% | Added |
| Arrowstreet Capital, Limited Partnership | 299,610 | $11.7M | 0.01% | +98,951+49.3% | Added |
| Charles Schwab Investment Management Inc | 482,641 | $18.9M | 0.01% | −1840.0% | Reduced |
| Norges Bank | 530,408 | $20.8M | 0.00% | −43,600−7.6% | Reduced |
| Fenimore Asset Management Inc | 589,302 | $23.1M | 0.51% | −1,615−0.3% | Reduced |
| Bank of America Corp | 595,957 | $23.3M | 0.00% | +38,405+6.9% | Added |
| First Manhattan Co | 596,850 | $23.3M | 0.08% | −6,870−1.1% | Reduced |
| Granite Investment Partners, LLC | 830,028 | $32.5M | 0.95% | +33,202+4.2% | Added |
| Geode Capital Management, LLC | 843,826 | $33.0M | 0.00% | −20,797−2.4% | Reduced |
| Victory Capital Management Inc | 923,303 | $36.1M | 0.03% | +900,915+4,024.1% | Added |
| State Street Corp | 1,002,192 | $39.2M | 0.00% | +3520.0% | Added |
| William Blair Investment Management, LLC | 1,231,734 | $48.2M | 0.13% | −110,554−8.2% | Reduced |
| Northern Trust Corp | 1,258,122 | $49.2M | 0.01% | +6,743+0.5% | Added |
| Wellington Management Group LLP | 1,293,555 | $50.6M | 0.01% | −570,038−30.6% | Reduced |
| Mawer Investment Management Ltd. | 1,309,000 | $51.2M | 0.23% | −97,200−6.9% | Reduced |
| Atlanta Capital Management Co L L C | 1,312,824 | $51.4M | 0.17% | +60,709+4.8% | Added |
| Paradice Investment Management LLC | 1,352,716 | $52.9M | 2.32% | −25,054−1.8% | Reduced |
| Cardinal Capital Management LLC | 1,664,712 | $65.1M | 1.54% | −151,317−8.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,703,668 | $66.1M | 0.42% | −65,059−3.7% | Reduced |
| Burgundy Asset Management Ltd. | 1,881,008 | $73.6M | 0.72% | +12,929+0.7% | Added |
| FIL Ltd | 1,922,237 | $75.2M | 0.08% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,528,441 | $98.9M | 0.00% | −40,977−1.6% | Reduced |
| Eaton Vance Management | 2,559,009 | $100.1M | 0.12% | +331,312+14.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,882,029 | $112.7M | 0.13% | +2,882,029 | New |
| BlackRock Inc. | 3,420,381 | $133.8M | 0.00% | −48,822−1.4% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $136.4M | 10.63% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,771,178 | $147.5M | 0.04% | −82,642−2.1% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −114,800−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −58,261−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −22,466−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −17,227−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,731−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,597−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,822−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,262−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,321−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |