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, Q2 2022
Institutional positions in CBIZ, Inc. as of Jun 30, 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
- 188
- +19 vs. Q1 2022
- Shares held
- 46.4M
- −576.7K (−1.2%) vs. Q1 2022
- Total value
- $1.86B
- −$109.5M (−5.5%) vs. Q1 2022
- New holders
- 30
- 52 more added
- Sold out
- 11
- 80 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −5−41.7% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 36 | $1.00K | 0.00% | −2−5.3% | Reduced |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| IFP Advisors, Inc | 43 | $2.00K | 0.00% | −43−50.0% | Reduced |
| Manchester Capital Management LLC | 50 | $2.00K | 0.00% | +33+194.1% | Added |
| Crewe Advisors LLC | 85 | $3.00K | 0.00% | +85 | New |
| Parallel Advisors, LLC | 99 | $4.00K | 0.00% | −54−35.3% | Reduced |
| KB Financial Partners, LLC | 157 | $6.00K | 0.00% | −88−35.9% | Reduced |
| Quadrant Capital Group LLC | 159 | $6.00K | 0.00% | +3+1.9% | Added |
| Simplex Trading, LLC | 232 | $9.00K | 0.00% | +232 | New |
| Signaturefd, LLC | 268 | $11.0K | 0.00% | +7+2.7% | Added |
| The PNC Financial Services Group, Inc. | 303 | $12.0K | 0.00% | −47−13.4% | Reduced |
| TCI Wealth Advisors, Inc. | 362 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 321 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $15.0K | 0.00% | +373 | New |
| Advisor Group Holdings, Inc. | 374 | $16.0K | 0.00% | −3−0.8% | Reduced |
| Global Financial Private Client, LLC | 406 | $16.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 428 | $17.0K | 0.00% | +260+154.8% | Added |
| Ancora Advisors, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 594 | $24.0K | 0.00% | +494+494.0% | Added |
| Federated Hermes, Inc. | 714 | $29.0K | 0.00% | −581−44.9% | Reduced |
| Macquarie Group Ltd | 1,566 | $62.0K | 0.00% | +833+113.6% | Added |
| US Bancorp | 1,693 | $68.0K | 0.00% | +1,477+683.8% | Added |
| Tower Research Capital LLC (TRC) | 1,987 | $79.0K | 0.00% | +1,712+622.5% | Added |
| Great West Life Assurance Co | 2,351 | $94.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,466 | $99.0K | 0.00% | −5,710−69.8% | Reduced |
| Trust Co of Vermont | 2,900 | $116.0K | 0.01% | +2,900 | New |
| Huntington National Bank | 2,952 | $118.0K | 0.00% | +214+7.8% | Added |
| Nisa Investment Advisors, LLC | 2,960 | $118.0K | 0.00% | +510+20.8% | Added |
| Russell Investments Group, Ltd. | 3,064 | $122.0K | 0.00% | +1,891+161.2% | Added |
| Metropolitan Life Insurance Co | 3,102 | $124.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,537 | $141.0K | 0.03% | +3,532+70,640.0% | Added |
| Ameritas Investment Partners, Inc. | 3,836 | $153.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,624 | $185.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,520 | $221.0K | 0.00% | −3,675−40.0% | Reduced |
| Kavar Capital Partners Group, LLC | 5,585 | $223.0K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,685 | $227.0K | 0.02% | +5,685 | New |
| Stanley-Laman Group, Ltd. | 5,848 | $234.0K | 0.04% | +5,848 | New |
| Captrust Financial Advisors | 5,939 | $237.0K | 0.00% | +20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $255.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,557 | $262.0K | 0.00% | −1,177−15.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,149 | $286.0K | 0.00% | +7,149 | New |
| Prudential Financial Inc | 7,357 | $287.0K | 0.00% | −21,305−74.3% | Reduced |
| Ifrah Financial Services, Inc. | 7,408 | $296.0K | 0.10% | −263−3.4% | Reduced |
| Teacher Retirement System of Texas | 7,762 | $310.0K | 0.00% | −1,915−19.8% | Reduced |
| Amalgamated Bank | 7,752 | $310.0K | 0.00% | +1,838+31.1% | Added |
| HighTower Advisors, LLC | 8,343 | $334.0K | 0.00% | +49+0.6% | Added |
| HSBC Holdings PLC | 8,640 | $343.0K | 0.00% | −1,259−12.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $360.0K | 0.22% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 9,144 | $365.0K | 0.00% | +9,144 | New |
| Morse Asset Management, Inc | 9,500 | $380.0K | 0.12% | +250+2.7% | Added |
| Citigroup Inc | 9,730 | $389.0K | 0.00% | +536+5.8% | Added |
| Janus Henderson Group PLC | 9,890 | $395.0K | 0.00% | −40.0% | Reduced |
| Glenmede Trust Co NA | 10,357 | $413.0K | 0.00% | −460−4.3% | Reduced |
| RBF Capital, LLC | 10,000 | $420.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 10,553 | $422.0K | 0.02% | +5,074+92.6% | Added |
| Next Capital Management LLC | 11,000 | $439.0K | 0.32% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 11,111 | $444.0K | 0.01% | +11,111 | New |
| Versor Investments LP | 11,100 | $444.0K | 0.02% | +11,100 | New |
| Meritage Portfolio Management | 11,148 | $445.0K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 11,200 | $448.0K | 0.00% | −40,800−78.5% | Reduced |
| Acadian Asset Management LLC | 11,390 | $455.0K | 0.00% | −17,903−61.1% | Reduced |
| Truist Financial Corp | 11,505 | $459.0K | 0.00% | −1,398−10.8% | Reduced |
| Country Club Bank | 11,769 | $459.0K | 0.04% | −595−4.8% | Reduced |
| State of Wisconsin Investment Board | 11,810 | $472.0K | 0.00% | +11,810 | New |
| Los Angeles Capital Management LLC | 12,175 | $487.0K | 0.00% | −1,300−9.6% | Reduced |
| Arizona State Retirement System | 12,726 | $509.0K | 0.00% | +53+0.4% | Added |
| Jane Street Group, LLC | 13,158 | $526.0K | 0.00% | +4,154+46.1% | Added |
| Apexium Financial, LP | 13,246 | $529.0K | 0.30% | −492−3.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,562 | $582.0K | 0.00% | +14,562 | New |
| First Capital Advisors Group, LLC. | 15,598 | $623.0K | 0.43% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,598 | $623.0K | 0.16% | 00.0% | Unchanged |
| SG Capital Management LLC | 15,675 | $626.0K | 0.41% | +15,675 | New |
| Keybank National Association | 16,400 | $655.0K | 0.00% | +55+0.3% | Added |
| Westwood Holdings Group Inc. | 17,573 | $702.0K | 0.01% | +17,573 | New |
| Envestnet Asset Management Inc | 17,747 | $709.0K | 0.00% | +17+0.1% | Added |
| Voya Investment Management LLC | 19,216 | $767.0K | 0.00% | −720−3.6% | Reduced |
| ClariVest Asset Management LLC | 19,648 | $785.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,981 | $798.4K | 0.00% | −191−0.9% | Reduced |
| Two Sigma Advisers, LP | 20,323 | $812.0K | 0.00% | +2,300+12.8% | Added |
| Royce & Associates LP | 20,541 | $821.0K | 0.01% | +7,641+59.2% | Added |
| Zacks Investment Management | 20,590 | $823.0K | 0.01% | −4,734−18.7% | Reduced |
| Shell Asset Management Co | 21,056 | $841.0K | 0.02% | −2,964−12.3% | Reduced |
| Commonwealth Equity Services, LLC | 21,281 | $850.0K | 0.00% | +26+0.1% | Added |
| SEI Investments Co | 21,345 | $851.0K | 0.00% | +15,956+296.1% | Added |
| Chicago Wealth Management, Inc. | 22,000 | $879.0K | 0.78% | 00.0% | Unchanged |
| LPL Financial LLC | 22,687 | $907.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 23,001 | $919.0K | 0.01% | −1,336−5.5% | Reduced |
| Jennison Associates LLC | 23,822 | $952.0K | 0.00% | +3,016+14.5% | Added |
| BNP Paribas Arbitrage, SA | 24,075 | $962.0K | 0.00% | +15,023+166.0% | Added |
| Wells Fargo & Company | 24,674 | $986.0K | 0.00% | −54,611−68.9% | Reduced |
| State Board of Administration of Florida Retirement System | 24,838 | $993.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 25,075 | $1.00M | 0.00% | −654−2.5% | Reduced |
| STRS Ohio | 25,300 | $1.01M | 0.00% | −1,600−5.9% | Reduced |
| MetLife Investment Management | 25,368 | $1.01M | 0.01% | −905−3.4% | Reduced |
| Laurus Investment Counsel Inc. | 26,090 | $1.04M | 0.50% | −13,280−33.7% | Reduced |