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 | 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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5 | $0 | 0.00% | +5 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | −3−20.0% | Reduced |
| Manchester Capital Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| Lindbrook Capital, LLC | 38 | $2.00K | 0.00% | +14+58.3% | Added |
| IFP Advisors, Inc | 86 | $4.00K | 0.00% | +43+100.0% | Added |
| Pinebridge Investments, L.P. | 100 | $4.00K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 153 | $6.00K | 0.00% | −594−79.5% | Reduced |
| Quadrant Capital Group LLC | 156 | $6.00K | 0.00% | −2−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 168 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 216 | $9.00K | 0.00% | −21−8.9% | Reduced |
| KB Financial Partners, LLC | 245 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 261 | $11.0K | 0.00% | −9−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 275 | $12.0K | 0.00% | −222−44.7% | Reduced |
| The PNC Financial Services Group, Inc. | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 321 | $15.0K | 0.00% | −2−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 377 | $16.0K | 0.00% | −17−4.3% | Reduced |
| Aquatic Capital Management LLC | 400 | $17.0K | 0.03% | −900−69.2% | Reduced |
| Global Financial Private Client, LLC | 406 | $17.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 733 | $31.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,173 | $49.0K | 0.00% | −13,435−92.0% | Reduced |
| State of Wyoming | 1,255 | $53.0K | 0.03% | −190−13.1% | Reduced |
| Federated Hermes, Inc. | 1,295 | $54.0K | 0.00% | +1+0.1% | Added |
| PEAK6 Investments LLC | 1,874 | $79.0K | 0.00% | +1,231+191.4% | Added |
| Nisa Investment Advisors, LLC | 2,450 | $103.0K | 0.00% | −150−5.8% | Reduced |
| Great West Life Assurance Co | 2,351 | $105.0K | 0.00% | −505−17.7% | Reduced |
| Huntington National Bank | 2,738 | $115.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,102 | $130.2K | 0.00% | −9,933−76.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,836 | $161.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,624 | $194.0K | 0.01% | +4,624 | New |
| SEI Investments Co | 5,389 | $225.0K | 0.00% | +41+0.8% | Added |
| Diversified Trust Co | 5,479 | $230.0K | 0.01% | −3,129−36.3% | Reduced |
| Susquehanna International Group, LLP | 5,495 | $231.0K | 0.00% | −15,961−74.4% | Reduced |
| Kavar Capital Partners Group, LLC | 5,585 | $234.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,755 | $242.0K | 0.02% | +270+4.9% | Added |
| Amalgamated Bank | 5,914 | $248.0K | 0.00% | −495−7.7% | Reduced |
| Marshall Wace, LLP | 5,918 | $248.0K | 0.00% | +5,918 | New |
| Amalgamated Financial Corp. | 5,914 | $248.0K | 0.00% | +5,914 | New |
| Captrust Financial Advisors | 5,937 | $249.0K | 0.00% | −61−1.0% | Reduced |
| Gotham Asset Management, LLC | 6,290 | $264.0K | 0.01% | −1,745−21.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $268.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 7,402 | $311.0K | 0.01% | +7,402 | New |
| Ifrah Financial Services, Inc. | 7,671 | $322.0K | 0.09% | −141−1.8% | Reduced |
| Mackenzie Financial Corp | 7,734 | $325.0K | 0.00% | +85+1.1% | Added |
| Barclays PLC | 8,176 | $343.0K | 0.00% | −51,324−86.3% | Reduced |
| HighTower Advisors, LLC | 8,294 | $348.0K | 0.00% | −421−4.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $375.0K | 0.21% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,004 | $378.0K | 0.00% | +9,004 | New |
| BNP Paribas Arbitrage, SA | 9,052 | $379.9K | 0.00% | −12,170−57.3% | Reduced |
| Citigroup Inc | 9,194 | $386.0K | 0.00% | −12,423−57.5% | Reduced |
| ProShare Advisors LLC | 9,195 | $386.0K | 0.00% | −1,516−14.2% | Reduced |
| Morse Asset Management, Inc | 9,250 | $388.0K | 0.10% | +9,250 | New |
| Teacher Retirement System of Texas | 9,677 | $406.0K | 0.00% | +461+5.0% | Added |
| IndexIQ Advisors LLC | 9,880 | $415.0K | 0.01% | −3,050−23.6% | Reduced |
| HSBC Holdings PLC | 9,899 | $415.0K | 0.00% | −23−0.2% | Reduced |
| Janus Henderson Group PLC | 9,894 | $415.0K | 0.00% | −40.0% | Reduced |
| GW Henssler & Associates Ltd | 9,982 | $419.0K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $420.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,817 | $453.0K | 0.00% | +10,817 | New |
| Next Capital Management LLC | 11,000 | $462.0K | 0.32% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $468.0K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 12,364 | $517.0K | 0.04% | +12,364 | New |
| Arizona State Retirement System | 12,673 | $532.0K | 0.00% | −97−0.8% | Reduced |
| Apexium Financial, LP | 13,738 | $537.0K | 0.28% | 00.0% | Unchanged |
| Truist Financial Corp | 12,903 | $541.0K | 0.00% | −225−1.7% | Reduced |
| Royce & Associates LP | 12,900 | $541.0K | 0.00% | +12,900 | New |
| Qube Research & Technologies Ltd | 13,109 | $550.0K | 0.00% | +6,299+92.5% | Added |
| Los Angeles Capital Management LLC | 13,475 | $566.0K | 0.00% | +329+2.5% | Added |
| SkyView Investment Advisors, LLC | 15,598 | $634.0K | 0.15% | −32,929−67.9% | Reduced |
| First Capital Advisors Group, LLC. | 15,598 | $655.0K | 0.43% | −32,929−67.9% | Reduced |
| Keybank National Association | 16,345 | $686.0K | 0.00% | +2,130+15.0% | Added |
| Envestnet Asset Management Inc | 17,730 | $744.0K | 0.00% | −2,541−12.5% | Reduced |
| Two Sigma Advisers, LP | 18,023 | $756.0K | 0.00% | −12,200−40.4% | Reduced |
| ClariVest Asset Management LLC | 19,648 | $824.0K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,936 | $837.0K | 0.00% | −8,230−29.2% | Reduced |
| Cooper Creek Partners Management LLC | 20,055 | $842.0K | 0.09% | −61,943−75.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,172 | $846.6K | 0.00% | −4,670−18.8% | Reduced |
| Jennison Associates LLC | 20,806 | $873.0K | 0.00% | +20,806 | New |
| SG Americas Securities, LLC | 21,196 | $890.0K | 0.01% | −13,986−39.8% | Reduced |
| Commonwealth Equity Services, LLC | 21,255 | $892.0K | 0.00% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 22,000 | $923.0K | 0.62% | −5,000−18.5% | Reduced |
| LPL Financial LLC | 22,687 | $952.0K | 0.00% | −1,967−8.0% | Reduced |
| Shell Asset Management Co | 24,020 | $1.01M | 0.02% | −3,557−12.9% | Reduced |
| American International Group, Inc. | 24,337 | $1.02M | 0.01% | −1,713−6.6% | Reduced |
| State Board of Administration of Florida Retirement System | 24,838 | $1.04M | 0.00% | −3,430−12.1% | Reduced |
| Zacks Investment Management | 25,324 | $1.06M | 0.01% | −69−0.3% | Reduced |
| AQR Capital Management LLC | 25,729 | $1.08M | 0.00% | −5,916−18.7% | Reduced |
| MetLife Investment Management | 26,273 | $1.10M | 0.01% | +9,933+60.8% | Added |
| STRS Ohio | 26,900 | $1.13M | 0.00% | −2,400−8.2% | Reduced |
| Principal Financial Group Inc | 28,385 | $1.19M | 0.00% | −14,349−33.6% | Reduced |
| Prudential Financial Inc | 28,662 | $1.20M | 0.00% | +28,662 | New |
| First Republic Investment Management, Inc. | 28,832 | $1.21M | 0.00% | +211+0.7% | Added |
| Acadian Asset Management LLC | 29,293 | $1.23M | 0.01% | −13,380−31.4% | Reduced |
| Deutsche Bank AG | 29,570 | $1.24M | 0.00% | −2,679−8.3% | Reduced |
| Cubist Systematic Strategies, LLC | 30,515 | $1.28M | 0.01% | +30,515 | New |
| Two Sigma Investments, LP | 31,605 | $1.33M | 0.00% | −32,355−50.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 31,672 | $1.33M | 0.34% | −1,435−4.3% | Reduced |
| Price T Rowe Associates Inc | 34,825 | $1.46M | 0.00% | +2,487+7.7% | Added |