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 |
|---|---|---|---|---|---|
| EAM Investors, LLC | 36,517 | $1.53M | 0.29% | +36,517 | New |
| Aviva PLC | 37,096 | $1.56M | 0.01% | +37,096 | New |
| Credit Suisse AG | 37,949 | $1.59M | 0.00% | +108+0.3% | Added |
| Laurus Investment Counsel Inc. | 39,370 | $1.65M | 0.62% | 00.0% | Unchanged |
| First Trust Advisors LP | 41,024 | $1.72M | 0.00% | −4,785−10.4% | Reduced |
| Burton Enright Welch | 41,612 | $1.75M | 0.96% | +10,283+32.8% | Added |
| Janney Montgomery Scott LLC | 43,000 | $1.80M | 0.01% | −2,516−5.5% | Reduced |
| Legal & General Group Plc | 44,111 | $1.85M | 0.00% | +3,571+8.8% | Added |
| CWM, LLC | 45,079 | $1.89M | 0.01% | −9,394−17.2% | Reduced |
| Chatham Capital Group, Inc. | 45,930 | $1.93M | 0.37% | +45,930 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,784 | $2.00M | 0.01% | +47,784 | New |
| Martingale Asset Management L P | 51,221 | $2.15M | 0.03% | +200+0.4% | Added |
| FMR LLC | 51,547 | $2.16M | 0.00% | +11,411+28.4% | Added |
| Lazard Asset Management LLC | 51,676 | $2.17M | 0.00% | −10,606−17.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 52,000 | $2.18M | 0.01% | −43,100−45.3% | Reduced |
| Private Advisor Group, LLC | 52,500 | $2.20M | 0.02% | +170.0% | Added |
| EAM Global Investors LLC | 53,068 | $2.23M | 0.41% | +53,068 | New |
| Roundview Capital LLC | 55,205 | $2.32M | 0.24% | −900−1.6% | Reduced |
| UBS Group AG | 56,210 | $2.36M | 0.00% | −20,260−26.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.42M | 1.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 58,098 | $2.44M | 0.00% | −74,309−56.1% | Reduced |
| California State Teachers Retirement System | 61,102 | $2.56M | 0.00% | −5,591−8.4% | Reduced |
| Alliancebernstein L.P. | 63,886 | $2.68M | 0.00% | −9,434−12.9% | Reduced |
| Rhumbline Advisers | 64,627 | $2.71M | 0.00% | −4,649−6.7% | Reduced |
| UBS Asset Management Americas Inc | 68,658 | $2.88M | 0.00% | +9,118+15.3% | Added |
| Panagora Asset Management Inc | 74,861 | $3.14M | 0.02% | +36,019+92.7% | Added |
| Wells Fargo & Company | 79,285 | $3.33M | 0.00% | −4,901−5.8% | Reduced |
| New York State Common Retirement Fund | 92,734 | $3.89M | 0.00% | +360.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 100,750 | $4.23M | 0.01% | +5,000+5.2% | Added |
| Swiss National Bank | 110,800 | $4.65M | 0.00% | +6,400+6.1% | Added |
| Rice Hall James & Associates, LLC | 111,836 | $4.69M | 0.19% | +453+0.4% | Added |
| Public Employees Retirement System of Ohio | 127,773 | $5.36M | 0.02% | −20.0% | Reduced |
| Morgan Stanley | 131,106 | $5.50M | 0.00% | −1,526−1.2% | Reduced |
| JPMorgan Chase & Co | 134,129 | $5.63M | 0.00% | −49,065−26.8% | Reduced |
| NFJ Investment Group, LLC | 139,847 | $5.87M | 0.12% | −6,518−4.5% | Reduced |
| Alberta Investment Management Corp | 150,392 | $6.31M | 0.04% | −25,585−14.5% | Reduced |
| Boston Partners | 151,023 | $6.34M | 0.01% | −1,922−1.3% | Reduced |
| Ameriprise Financial Inc | 154,814 | $6.50M | 0.00% | +14,578+10.4% | Added |
| Invesco Ltd. | 157,836 | $6.62M | 0.00% | +26,729+20.4% | Added |
| Parametric Portfolio Associates LLC | 172,997 | $7.26M | 0.00% | −4,827−2.7% | Reduced |
| Thrivent Financial for Lutherans | 193,701 | $8.13M | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 252,732 | $10.2M | 0.00% | −4,491−1.7% | Reduced |
| GW&K Investment Management, LLC | 254,936 | $10.7M | 0.10% | −7,050−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 256,602 | $10.8M | 0.01% | −43,008−14.4% | Reduced |
| Royal Bank of Canada | 256,927 | $10.8M | 0.00% | −9,956−3.7% | Reduced |
| Bank of New York Mellon Corp | 257,630 | $10.8M | 0.00% | −4,499−1.7% | Reduced |
| First Manhattan Co | 470,695 | $19.8M | 0.06% | −126,155−21.1% | Reduced |
| BloombergSen Inc. | 484,509 | $20.3M | 1.28% | +484,509 | New |
| Charles Schwab Investment Management Inc | 495,903 | $20.8M | 0.01% | +13,262+2.7% | Added |
| Norges Bank | 530,408 | $22.3M | 0.00% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 589,772 | $24.8M | 0.61% | +470+0.1% | Added |
| Bank of America Corp | 621,754 | $26.1M | 0.00% | +25,797+4.3% | Added |
| Granite Investment Partners, LLC | 758,818 | $31.8M | 1.08% | −71,210−8.6% | Reduced |
| Geode Capital Management, LLC | 879,524 | $36.9M | 0.00% | +35,698+4.2% | Added |
| Wellington Management Group LLP | 968,441 | $40.6M | 0.01% | −325,114−25.1% | Reduced |
| State Street Corp | 1,003,446 | $42.1M | 0.00% | +1,254+0.1% | Added |
| Paradice Investment Management LLC | 1,032,283 | $43.3M | 2.54% | −320,433−23.7% | Reduced |
| Northern Trust Corp | 1,219,464 | $51.2M | 0.01% | −38,658−3.1% | Reduced |
| William Blair Investment Management, LLC | 1,222,594 | $51.3M | 0.15% | −9,140−0.7% | Reduced |
| Goldman Sachs Group Inc | 1,237,443 | $51.9M | 0.01% | +941,076+317.5% | Added |
| Atlanta Capital Management Co L L C | 1,301,532 | $54.6M | 0.20% | −11,292−0.9% | Reduced |
| Mawer Investment Management Ltd. | 1,305,400 | $54.8M | 0.26% | −3,600−0.3% | Reduced |
| Cardinal Capital Management LLC | 1,449,921 | $60.9M | 1.54% | −214,791−12.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,498,996 | $62.9M | 0.41% | −204,672−12.0% | Reduced |
| Victory Capital Management Inc | 1,626,158 | $68.2M | 0.07% | +702,855+76.1% | Added |
| Burgundy Asset Management Ltd. | 1,905,003 | $80.0M | 0.85% | +23,995+1.3% | Added |
| FIL Ltd | 1,921,837 | $80.7M | 0.08% | −4000.0% | Reduced |
| Vanguard Group Inc | 2,551,939 | $107.1M | 0.00% | +23,498+0.9% | Added |
| Eaton Vance Management | 2,923,896 | $122.7M | 0.14% | +364,887+14.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,937,220 | $123.3M | 0.16% | +55,191+1.9% | Added |
| BlackRock Inc. | 3,389,483 | $142.3M | 0.00% | −30,898−0.9% | Reduced |
| P2 Capital Partners, LLC | 3,486,031 | $146.3M | 13.84% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,683,123 | $154.6M | 0.05% | −88,055−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −72,687−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −47,084−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,992−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,824−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −16,882−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,447−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,355−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,341−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,829−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,166−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Country Club Trust Company, n.a. | – | – | – | – | Not filed |