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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 16,882 | $661.0K | 0.00% | +16,882 | New |
| HRT Financial LP | 16,447 | $643.0K | 0.00% | −5,907−26.4% | Reduced |
| MetLife Investment Management | 16,340 | $639.2K | 0.01% | −2,022−11.0% | Reduced |
| Russell Investments Group, Ltd. | 14,608 | $571.0K | 0.00% | +10,995+304.3% | Added |
| Keybank National Association | 14,215 | $556.0K | 0.00% | +14,215 | New |
| Apexium Financial, LP | 13,738 | $537.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 13,035 | $509.9K | 0.01% | −377−2.8% | Reduced |
| IndexIQ Advisors LLC | 12,930 | $506.0K | 0.02% | −836−6.1% | Reduced |
| Arizona State Retirement System | 12,770 | $500.0K | 0.00% | −266−2.0% | Reduced |
| Country Club Trust Company, n.a. | 12,364 | $485.0K | 0.04% | −330−2.6% | Reduced |
| Occudo Quantitative Strategies LP | 12,355 | $483.0K | 0.04% | +172+1.4% | Added |
| Meritage Portfolio Management | 11,148 | $436.0K | 0.02% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,000 | $430.0K | 0.30% | +11,000 | New |
| Brown Advisory Inc | 10,857 | $425.0K | 0.00% | +10,857 | New |
| ProShare Advisors LLC | 10,711 | $419.0K | 0.00% | +4,297+67.0% | Added |
| RBF Capital, LLC | 10,000 | $391.0K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 9,982 | $390.0K | 0.02% | −1,383−12.2% | Reduced |
| HSBC Holdings PLC | 9,922 | $389.0K | 0.00% | +1,466+17.3% | Added |
| Janus Henderson Group PLC | 9,898 | $387.0K | 0.00% | +9,898 | New |
| Ergoteles LLC | 9,700 | $379.0K | 0.01% | +9,700 | New |
| Teacher Retirement System of Texas | 9,216 | $361.0K | 0.00% | +1,366+17.4% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $353.0K | 0.19% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,715 | $341.0K | 0.00% | +238+2.8% | Added |
| Diversified Trust Co | 8,608 | $337.0K | 0.01% | +8,608 | New |
| Dynamic Technology Lab Private Ltd | 8,341 | $326.0K | 0.04% | +1,881+29.1% | Added |
| Gotham Asset Management, LLC | 8,035 | $314.0K | 0.01% | −608−7.0% | 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 |
| Mackenzie Financial Corp | 7,649 | $299.0K | 0.00% | −18−0.2% | Reduced |
| Qube Research & Technologies Ltd | 6,810 | $266.0K | 0.00% | −19,825−74.4% | Reduced |
| Amalgamated Bank | 6,409 | $251.0K | 0.00% | −135−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $249.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,166 | $241.0K | 0.03% | −38,795−86.3% | Reduced |
| Captrust Financial Advisors | 5,998 | $235.0K | 0.00% | −90−1.5% | Reduced |
| Kavar Capital Partners Group, LLC | 5,585 | $218.0K | 0.05% | +5,585 | New |
| Paloma Partners Management Co | 5,485 | $215.0K | 0.01% | +5,485 | New |
| SEI Investments Co | 5,348 | $209.0K | 0.00% | −2,452−31.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,836 | $150.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,150 | $123.0K | 0.01% | +3,150 | New |
| Great West Life Assurance Co | 2,856 | $111.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,738 | $107.0K | 0.00% | +154+6.0% | Added |
| Nisa Investment Advisors, LLC | 2,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,445 | $57.0K | 0.03% | +1,445 | 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 |
| National Bank of Canada | 1,000 | $39.0K | 0.00% | +1,000 | New |
| Macquarie Group Ltd | 733 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 747 | $29.0K | 0.00% | +56+8.1% | Added |
| PEAK6 Investments LLC | 643 | $25.0K | 0.00% | +643 | New |
| Ancora Advisors, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 497 | $19.0K | 0.00% | −1,970−79.9% | Reduced |
| Global Financial Private Client, LLC | 406 | $15.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 394 | $15.0K | 0.00% | +14+3.7% | Added |
| 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 |
| Smithfield Trust Co | 323 | $13.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 277 | $11.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 270 | $11.0K | 0.00% | +63+30.4% | Added |
| KB Financial Partners, LLC | 245 | $10.0K | 0.00% | +245 | New |
| US Bancorp | 237 | $9.00K | 0.00% | −301−55.9% | Reduced |
| 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 |
| IFP Advisors, Inc | 43 | $2.00K | 0.00% | +10+30.3% | Added |
| Signet Financial Management, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Lindbrook Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $1.00K | 0.00% | +15 | New |
| Toronto Dominion Bank | 6 | $0 | 0.00% | +6 | New |
| 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 |