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, Q1 2022
Institutional positions in CBIZ, Inc. as of Mar 31, 2022. 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
- 173
- +5 vs. Q4 2021
- Shares held
- 47.2M
- +768.2K (+1.7%) vs. Q4 2021
- Total value
- $1.98B
- +$164.2M (+9.0%) vs. Q4 2021
- New holders
- 21
- 39 more added
- Sold out
- 16
- 88 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 3,683,123 | $154.6M | 0.05% | −88,055−2.3% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $146.3M | 13.84% | 00.0% | Unchanged |
| BlackRock Inc. | 3,389,483 | $142.3M | 0.00% | −30,898−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,937,220 | $123.3M | 0.16% | +55,191+1.9% | Added |
| Eaton Vance Management | 2,923,896 | $122.7M | 0.14% | +364,887+14.3% | Added |
| Vanguard Group Inc | 2,551,939 | $107.1M | 0.00% | +23,498+0.9% | Added |
| FIL Ltd | 1,921,837 | $80.7M | 0.08% | −4000.0% | Reduced |
| Burgundy Asset Management Ltd. | 1,905,003 | $80.0M | 0.85% | +23,995+1.3% | Added |
| Victory Capital Management Inc | 1,626,158 | $68.2M | 0.07% | +702,855+76.1% | Added |
| Silvercrest Asset Management Group LLC | 1,498,996 | $62.9M | 0.41% | −204,672−12.0% | Reduced |
| Cardinal Capital Management LLC | 1,449,921 | $60.9M | 1.54% | −214,791−12.9% | Reduced |
| Mawer Investment Management Ltd. | 1,305,400 | $54.8M | 0.26% | −3,600−0.3% | Reduced |
| Atlanta Capital Management Co L L C | 1,301,532 | $54.6M | 0.20% | −11,292−0.9% | Reduced |
| Goldman Sachs Group Inc | 1,237,443 | $51.9M | 0.01% | +941,076+317.5% | Added |
| William Blair Investment Management, LLC | 1,222,594 | $51.3M | 0.15% | −9,140−0.7% | Reduced |
| Northern Trust Corp | 1,219,464 | $51.2M | 0.01% | −38,658−3.1% | Reduced |
| Paradice Investment Management LLC | 1,032,283 | $43.3M | 2.54% | −320,433−23.7% | Reduced |
| State Street Corp | 1,003,446 | $42.1M | 0.00% | +1,254+0.1% | Added |
| Wellington Management Group LLP | 968,441 | $40.6M | 0.01% | −325,114−25.1% | Reduced |
| Geode Capital Management, LLC | 879,524 | $36.9M | 0.00% | +35,698+4.2% | Added |
| Granite Investment Partners, LLC | 758,818 | $31.8M | 1.08% | −71,210−8.6% | Reduced |
| Bank of America Corp | 621,754 | $26.1M | 0.00% | +25,797+4.3% | Added |
| Fenimore Asset Management Inc | 589,772 | $24.8M | 0.61% | +470+0.1% | Added |
| Norges Bank | 530,408 | $22.3M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 495,903 | $20.8M | 0.01% | +13,262+2.7% | Added |
| BloombergSen Inc. | 484,509 | $20.3M | 1.28% | +484,509 | New |
| First Manhattan Co | 470,695 | $19.8M | 0.06% | −126,155−21.1% | Reduced |
| Bank of New York Mellon Corp | 257,630 | $10.8M | 0.00% | −4,499−1.7% | Reduced |
| Royal Bank of Canada | 256,927 | $10.8M | 0.00% | −9,956−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 256,602 | $10.8M | 0.01% | −43,008−14.4% | Reduced |
| GW&K Investment Management, LLC | 254,936 | $10.7M | 0.10% | −7,050−2.7% | Reduced |
| Nuveen Asset Management, LLC | 252,732 | $10.2M | 0.00% | −4,491−1.7% | Reduced |
| Thrivent Financial for Lutherans | 193,701 | $8.13M | 0.02% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 172,997 | $7.26M | 0.00% | −4,827−2.7% | Reduced |
| Invesco Ltd. | 157,836 | $6.62M | 0.00% | +26,729+20.4% | Added |
| Ameriprise Financial Inc | 154,814 | $6.50M | 0.00% | +14,578+10.4% | Added |
| Boston Partners | 151,023 | $6.34M | 0.01% | −1,922−1.3% | Reduced |
| Alberta Investment Management Corp | 150,392 | $6.31M | 0.04% | −25,585−14.5% | Reduced |
| NFJ Investment Group, LLC | 139,847 | $5.87M | 0.12% | −6,518−4.5% | Reduced |
| JPMorgan Chase & Co | 134,129 | $5.63M | 0.00% | −49,065−26.8% | Reduced |
| Morgan Stanley | 131,106 | $5.50M | 0.00% | −1,526−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 127,773 | $5.36M | 0.02% | −20.0% | Reduced |
| Rice Hall James & Associates, LLC | 111,836 | $4.69M | 0.19% | +453+0.4% | Added |
| Swiss National Bank | 110,800 | $4.65M | 0.00% | +6,400+6.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 100,750 | $4.23M | 0.01% | +5,000+5.2% | Added |
| New York State Common Retirement Fund | 92,734 | $3.89M | 0.00% | +360.0% | Added |
| Wells Fargo & Company | 79,285 | $3.33M | 0.00% | −4,901−5.8% | Reduced |
| Panagora Asset Management Inc | 74,861 | $3.14M | 0.02% | +36,019+92.7% | Added |
| UBS Asset Management Americas Inc | 68,658 | $2.88M | 0.00% | +9,118+15.3% | Added |
| Rhumbline Advisers | 64,627 | $2.71M | 0.00% | −4,649−6.7% | Reduced |
| Alliancebernstein L.P. | 63,886 | $2.68M | 0.00% | −9,434−12.9% | Reduced |
| California State Teachers Retirement System | 61,102 | $2.56M | 0.00% | −5,591−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 58,098 | $2.44M | 0.00% | −74,309−56.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.42M | 1.01% | 00.0% | Unchanged |
| UBS Group AG | 56,210 | $2.36M | 0.00% | −20,260−26.5% | Reduced |
| Roundview Capital LLC | 55,205 | $2.32M | 0.24% | −900−1.6% | Reduced |
| EAM Global Investors LLC | 53,068 | $2.23M | 0.41% | +53,068 | New |
| Private Advisor Group, LLC | 52,500 | $2.20M | 0.02% | +170.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 52,000 | $2.18M | 0.01% | −43,100−45.3% | Reduced |
| Lazard Asset Management LLC | 51,676 | $2.17M | 0.00% | −10,606−17.0% | Reduced |
| FMR LLC | 51,547 | $2.16M | 0.00% | +11,411+28.4% | Added |
| Martingale Asset Management L P | 51,221 | $2.15M | 0.03% | +200+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,784 | $2.00M | 0.01% | +47,784 | New |
| Chatham Capital Group, Inc. | 45,930 | $1.93M | 0.37% | +45,930 | New |
| CWM, LLC | 45,079 | $1.89M | 0.01% | −9,394−17.2% | Reduced |
| Legal & General Group Plc | 44,111 | $1.85M | 0.00% | +3,571+8.8% | Added |
| Janney Montgomery Scott LLC | 43,000 | $1.80M | 0.01% | −2,516−5.5% | Reduced |
| Burton Enright Welch | 41,612 | $1.75M | 0.96% | +10,283+32.8% | Added |
| First Trust Advisors LP | 41,024 | $1.72M | 0.00% | −4,785−10.4% | Reduced |
| Laurus Investment Counsel Inc. | 39,370 | $1.65M | 0.62% | 00.0% | Unchanged |
| Credit Suisse AG | 37,949 | $1.59M | 0.00% | +108+0.3% | Added |
| Aviva PLC | 37,096 | $1.56M | 0.01% | +37,096 | New |
| EAM Investors, LLC | 36,517 | $1.53M | 0.29% | +36,517 | New |
| Price T Rowe Associates Inc | 34,825 | $1.46M | 0.00% | +2,487+7.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 31,672 | $1.33M | 0.34% | −1,435−4.3% | Reduced |
| Two Sigma Investments, LP | 31,605 | $1.33M | 0.00% | −32,355−50.6% | Reduced |
| Cubist Systematic Strategies, LLC | 30,515 | $1.28M | 0.01% | +30,515 | New |
| Deutsche Bank AG | 29,570 | $1.24M | 0.00% | −2,679−8.3% | Reduced |
| Acadian Asset Management LLC | 29,293 | $1.23M | 0.01% | −13,380−31.4% | Reduced |
| First Republic Investment Management, Inc. | 28,832 | $1.21M | 0.00% | +211+0.7% | Added |
| Prudential Financial Inc | 28,662 | $1.20M | 0.00% | +28,662 | New |
| Principal Financial Group Inc | 28,385 | $1.19M | 0.00% | −14,349−33.6% | Reduced |
| STRS Ohio | 26,900 | $1.13M | 0.00% | −2,400−8.2% | Reduced |
| MetLife Investment Management | 26,273 | $1.10M | 0.01% | +9,933+60.8% | Added |
| AQR Capital Management LLC | 25,729 | $1.08M | 0.00% | −5,916−18.7% | Reduced |
| Zacks Investment Management | 25,324 | $1.06M | 0.01% | −69−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 24,838 | $1.04M | 0.00% | −3,430−12.1% | Reduced |
| American International Group, Inc. | 24,337 | $1.02M | 0.01% | −1,713−6.6% | Reduced |
| Shell Asset Management Co | 24,020 | $1.01M | 0.02% | −3,557−12.9% | Reduced |
| LPL Financial LLC | 22,687 | $952.0K | 0.00% | −1,967−8.0% | Reduced |
| Chicago Wealth Management, Inc. | 22,000 | $923.0K | 0.62% | −5,000−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 21,255 | $892.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 21,196 | $890.0K | 0.01% | −13,986−39.8% | Reduced |
| Jennison Associates LLC | 20,806 | $873.0K | 0.00% | +20,806 | New |
| Manufacturers Life Insurance Company, The | 20,172 | $846.6K | 0.00% | −4,670−18.8% | Reduced |
| Cooper Creek Partners Management LLC | 20,055 | $842.0K | 0.09% | −61,943−75.5% | Reduced |
| Voya Investment Management LLC | 19,936 | $837.0K | 0.00% | −8,230−29.2% | Reduced |
| ClariVest Asset Management LLC | 19,648 | $824.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 18,023 | $756.0K | 0.00% | −12,200−40.4% | Reduced |
| Envestnet Asset Management Inc | 17,730 | $744.0K | 0.00% | −2,541−12.5% | Reduced |