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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 173 institutions
Q1 2021: 168 institutionsQ2 2021: 168 institutionsQ3 2021: 161 institutionsQ4 2021: 169 institutionsQ1 2022: 173 institutionsQ2 2022: 188 institutionsQ3 2022: 208 institutionsQ4 2022: 228 institutionsQ1 2023: 227 institutionsQ2 2023: 233 institutionsQ3 2023: 245 institutionsQ4 2023: 260 institutionsQ1 2024: 269 institutionsQ2 2024: 276 institutionsQ3 2024: 286 institutionsQ4 2024: 282 institutionsQ1 2025: 290 institutionsQ2 2025: 277 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 263 institutionsQ2 2026: 260 institutions
Value heldQ1 2022: $1.98B
Q1 2021: $1.56BQ2 2021: $1.55BQ3 2021: $1.51BQ4 2021: $1.82BQ1 2022: $1.98BQ2 2022: $1.86BQ3 2022: $1.95BQ4 2022: $2.09BQ1 2023: $2.21BQ2 2023: $2.36BQ3 2023: $2.27BQ4 2023: $2.76BQ1 2024: $3.55BQ2 2024: $3.38BQ3 2024: $3.01BQ4 2024: $3.74BQ1 2025: $3.39BQ2 2025: $3.43BQ3 2025: $2.69BQ4 2025: $2.73BQ1 2026: $1.43BQ2 2026: $1.64B
Institutions holding CBZ and their total value by quarter
QuarterHoldersValue
Q2 2026260$1.64B
Q1 2026263$1.43B
Q4 2025265$2.73B
Q3 2025262$2.69B
Q2 2025277$3.43B
Q1 2025290$3.39B
Q4 2024282$3.74B
Q3 2024286$3.01B
Q2 2024276$3.38B
Q1 2024269$3.55B
Q4 2023260$2.76B
Q3 2023245$2.27B
Q2 2023233$2.36B
Q1 2023227$2.21B
Q4 2022228$2.09B
Q3 2022208$1.95B
Q2 2022188$1.86B
Q1 2022173$1.98B
Q4 2021169$1.82B
Q3 2021161$1.51B
Q2 2021168$1.55B
Q1 2021168$1.56B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2021.

Institutions holding CBZ in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Keybank National Association16,345$686.0K0.00%+2,130+15.0%Added
First Capital Advisors Group, LLC.15,598$655.0K0.43%−32,929−67.9%Reduced
SkyView Investment Advisors, LLC15,598$634.0K0.15%−32,929−67.9%Reduced
Los Angeles Capital Management LLC13,475$566.0K0.00%+329+2.5%Added
Qube Research & Technologies Ltd13,109$550.0K0.00%+6,299+92.5%Added
Truist Financial Corp12,903$541.0K0.00%−225−1.7%Reduced
Royce & Associates LP12,900$541.0K0.00%+12,900New
Apexium Financial, LP13,738$537.0K0.28%00.0%Unchanged
Arizona State Retirement System12,673$532.0K0.00%−97−0.8%Reduced
Country Club Bank12,364$517.0K0.04%+12,364New
Meritage Portfolio Management11,148$468.0K0.03%00.0%Unchanged
Next Capital Management LLC11,000$462.0K0.32%00.0%Unchanged
Glenmede Trust Co NA10,817$453.0K0.00%+10,817New
RBF Capital, LLC10,000$420.0K0.03%00.0%Unchanged
GW Henssler & Associates Ltd9,982$419.0K0.03%00.0%Unchanged
IndexIQ Advisors LLC9,880$415.0K0.01%−3,050−23.6%Reduced
HSBC Holdings PLC9,899$415.0K0.00%−23−0.2%Reduced
Janus Henderson Group PLC9,894$415.0K0.00%−40.0%Reduced
Teacher Retirement System of Texas9,677$406.0K0.00%+461+5.0%Added
Morse Asset Management, Inc9,250$388.0K0.10%+9,250New
Citigroup Inc9,194$386.0K0.00%−12,423−57.5%Reduced
ProShare Advisors LLC9,195$386.0K0.00%−1,516−14.2%Reduced
BNP Paribas Arbitrage, SA9,052$379.9K0.00%−12,170−57.3%Reduced
Jane Street Group, LLC9,004$378.0K0.00%+9,004New
Valtinson Bruner Financial Planning LLC9,017$375.0K0.21%00.0%Unchanged
HighTower Advisors, LLC8,294$348.0K0.00%−421−4.8%Reduced
Barclays PLC8,176$343.0K0.00%−51,324−86.3%Reduced
Mackenzie Financial Corp7,734$325.0K0.00%+85+1.1%Added
Ifrah Financial Services, Inc.7,671$322.0K0.09%−141−1.8%Reduced
Susquehanna Fundamental Investments, LLC7,402$311.0K0.01%+7,402New
Zurcher Kantonalbank (Zurich Cantonalbank)6,374$268.0K0.00%00.0%Unchanged
Gotham Asset Management, LLC6,290$264.0K0.01%−1,745−21.7%Reduced
Captrust Financial Advisors5,937$249.0K0.00%−61−1.0%Reduced
Amalgamated Bank5,914$248.0K0.00%−495−7.7%Reduced
Marshall Wace, LLP5,918$248.0K0.00%+5,918New
Amalgamated Financial Corp.5,914$248.0K0.00%+5,914New
Paloma Partners Management Co5,755$242.0K0.02%+270+4.9%Added
Kavar Capital Partners Group, LLC5,585$234.0K0.05%00.0%Unchanged
Susquehanna International Group, LLP5,495$231.0K0.00%−15,961−74.4%Reduced
Diversified Trust Co5,479$230.0K0.01%−3,129−36.3%Reduced
SEI Investments Co5,389$225.0K0.00%+41+0.8%Added
Vestcor Inc4,624$194.0K0.01%+4,624New
Ameritas Investment Partners, Inc.3,836$161.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co3,102$130.2K0.00%−9,933−76.2%Reduced
Huntington National Bank2,738$115.0K0.00%00.0%Unchanged
Great West Life Assurance Co2,351$105.0K0.00%−505−17.7%Reduced
Nisa Investment Advisors, LLC2,450$103.0K0.00%−150−5.8%Reduced
PEAK6 Investments LLC1,874$79.0K0.00%+1,231+191.4%Added
Federated Hermes, Inc.1,295$54.0K0.00%+1+0.1%Added
State of Wyoming1,255$53.0K0.03%−190−13.1%Reduced
Russell Investments Group, Ltd.1,173$49.0K0.00%−13,435−92.0%Reduced
Macquarie Group Ltd733$31.0K0.00%00.0%Unchanged
Ancora Advisors, LLC500$21.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC406$17.1K0.01%00.0%Unchanged
Aquatic Capital Management LLC400$17.0K0.03%−900−69.2%Reduced
Advisor Group Holdings, Inc.377$16.0K0.00%−17−4.3%Reduced
The PNC Financial Services Group, Inc.350$15.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.362$15.0K0.00%00.0%Unchanged
Smithfield Trust Co321$15.0K0.00%−2−0.6%Reduced
Tower Research Capital LLC (TRC)275$12.0K0.00%−222−44.7%Reduced
Signaturefd, LLC261$11.0K0.00%−9−3.3%Reduced
KB Financial Partners, LLC245$10.0K0.00%00.0%Unchanged
US Bancorp216$9.00K0.00%−21−8.9%Reduced
Rockefeller Capital Management L.P.168$7.00K0.00%00.0%Unchanged
Parallel Advisors, LLC153$6.00K0.00%−594−79.5%Reduced
Quadrant Capital Group LLC156$6.00K0.00%−2−1.3%Reduced
IFP Advisors, Inc86$4.00K0.00%+43+100.0%Added
Pinebridge Investments, L.P.100$4.00K0.00%+100New
Lindbrook Capital, LLC38$2.00K0.00%+14+58.3%Added
Covestor Ltd12$1.00K0.00%−3−20.0%Reduced
Manchester Capital Management LLC17$1.00K0.00%+17New
Toronto Dominion Bank6$00.00%00.0%Unchanged
Dark Forest Capital Management LP5$00.00%+5New
State of New Jersey Common Pension Fund D0$00.00%−72,687−100.0%Sold out
Millennium Management LLC0$00.00%−47,084−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−18,992−100.0%Sold out
Citadel Advisors LLC0$00.00%−18,824−100.0%Sold out
Putnam Investments LLC0$00.00%−16,882−100.0%Sold out
HRT Financial LP0$00.00%−16,447−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−12,355−100.0%Sold out
Brown Advisory Inc0$00.00%−10,857−100.0%Sold out
Ergoteles LLC0$00.00%−9,700−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,341−100.0%Sold out
Squarepoint Ops LLC0$00.00%−7,829−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,166−100.0%Sold out
Trust Co of Vermont0$00.00%−3,150−100.0%Sold out
National Bank of Canada0$00.00%−1,000−100.0%Sold out
IronBridge Private Wealth, LLC0$00.00%−277−100.0%Sold out
Signet Financial Management, LLC0$00.00%−57−100.0%Sold out
Country Club Trust Company, n.a.––––Not filed