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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 21,281 | $850.0K | 0.00% | +26+0.1% | Added |
| Shell Asset Management Co | 21,056 | $841.0K | 0.02% | −2,964−12.3% | Reduced |
| Zacks Investment Management | 20,590 | $823.0K | 0.01% | −4,734−18.7% | Reduced |
| Royce & Associates LP | 20,541 | $821.0K | 0.01% | +7,641+59.2% | Added |
| Two Sigma Advisers, LP | 20,323 | $812.0K | 0.00% | +2,300+12.8% | Added |
| Manufacturers Life Insurance Company, The | 19,981 | $798.4K | 0.00% | −191−0.9% | Reduced |
| ClariVest Asset Management LLC | 19,648 | $785.0K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,216 | $767.0K | 0.00% | −720−3.6% | Reduced |
| Envestnet Asset Management Inc | 17,747 | $709.0K | 0.00% | +17+0.1% | Added |
| Westwood Holdings Group Inc. | 17,573 | $702.0K | 0.01% | +17,573 | New |
| Keybank National Association | 16,400 | $655.0K | 0.00% | +55+0.3% | Added |
| SG Capital Management LLC | 15,675 | $626.0K | 0.41% | +15,675 | 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 |
| Mirae Asset Global Investments Co., Ltd. | 14,562 | $582.0K | 0.00% | +14,562 | New |
| Apexium Financial, LP | 13,246 | $529.0K | 0.30% | −492−3.6% | Reduced |
| Jane Street Group, LLC | 13,158 | $526.0K | 0.00% | +4,154+46.1% | Added |
| Arizona State Retirement System | 12,726 | $509.0K | 0.00% | +53+0.4% | Added |
| Los Angeles Capital Management LLC | 12,175 | $487.0K | 0.00% | −1,300−9.6% | Reduced |
| State of Wisconsin Investment Board | 11,810 | $472.0K | 0.00% | +11,810 | New |
| 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 |
| Acadian Asset Management LLC | 11,390 | $455.0K | 0.00% | −17,903−61.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 11,200 | $448.0K | 0.00% | −40,800−78.5% | Reduced |
| Meritage Portfolio Management | 11,148 | $445.0K | 0.03% | 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 |
| Next Capital Management LLC | 11,000 | $439.0K | 0.32% | 00.0% | Unchanged |
| Diversified Trust Co | 10,553 | $422.0K | 0.02% | +5,074+92.6% | Added |
| RBF Capital, LLC | 10,000 | $420.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,357 | $413.0K | 0.00% | −460−4.3% | Reduced |
| Janus Henderson Group PLC | 9,890 | $395.0K | 0.00% | −40.0% | Reduced |
| Citigroup Inc | 9,730 | $389.0K | 0.00% | +536+5.8% | Added |
| Morse Asset Management, Inc | 9,500 | $380.0K | 0.12% | +250+2.7% | Added |
| Voloridge Investment Management, LLC | 9,144 | $365.0K | 0.00% | +9,144 | New |
| Valtinson Bruner Financial Planning LLC | 9,017 | $360.0K | 0.22% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,640 | $343.0K | 0.00% | −1,259−12.7% | Reduced |
| HighTower Advisors, LLC | 8,343 | $334.0K | 0.00% | +49+0.6% | Added |
| 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 |
| Ifrah Financial Services, Inc. | 7,408 | $296.0K | 0.10% | −263−3.4% | Reduced |
| Prudential Financial Inc | 7,357 | $287.0K | 0.00% | −21,305−74.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,149 | $286.0K | 0.00% | +7,149 | New |
| Mackenzie Financial Corp | 6,557 | $262.0K | 0.00% | −1,177−15.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $255.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,939 | $237.0K | 0.00% | +20.0% | Added |
| Stanley-Laman Group, Ltd. | 5,848 | $234.0K | 0.04% | +5,848 | New |
| Quantbot Technologies LP | 5,685 | $227.0K | 0.02% | +5,685 | New |
| Kavar Capital Partners Group, LLC | 5,585 | $223.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,520 | $221.0K | 0.00% | −3,675−40.0% | Reduced |
| Vestcor Inc | 4,624 | $185.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,836 | $153.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,537 | $141.0K | 0.03% | +3,532+70,640.0% | Added |
| Metropolitan Life Insurance Co | 3,102 | $124.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,064 | $122.0K | 0.00% | +1,891+161.2% | Added |
| 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 |
| Trust Co of Vermont | 2,900 | $116.0K | 0.01% | +2,900 | New |
| Barclays PLC | 2,466 | $99.0K | 0.00% | −5,710−69.8% | Reduced |
| Great West Life Assurance Co | 2,351 | $94.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,987 | $79.0K | 0.00% | +1,712+622.5% | Added |
| US Bancorp | 1,693 | $68.0K | 0.00% | +1,477+683.8% | Added |
| Macquarie Group Ltd | 1,566 | $62.0K | 0.00% | +833+113.6% | Added |
| Federated Hermes, Inc. | 714 | $29.0K | 0.00% | −581−44.9% | Reduced |
| Pinebridge Investments, L.P. | 594 | $24.0K | 0.00% | +494+494.0% | Added |
| Ancora Advisors, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 428 | $17.0K | 0.00% | +260+154.8% | Added |
| Global Financial Private Client, LLC | 406 | $16.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 374 | $16.0K | 0.00% | −3−0.8% | Reduced |
| Smithfield Trust Co | 321 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $15.0K | 0.00% | +373 | New |
| TCI Wealth Advisors, Inc. | 362 | $14.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 303 | $12.0K | 0.00% | −47−13.4% | Reduced |
| Signaturefd, LLC | 268 | $11.0K | 0.00% | +7+2.7% | Added |
| Simplex Trading, LLC | 232 | $9.00K | 0.00% | +232 | New |
| 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 |
| Parallel Advisors, LLC | 99 | $4.00K | 0.00% | −54−35.3% | Reduced |
| Crewe Advisors LLC | 85 | $3.00K | 0.00% | +85 | 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 |
| Lindbrook Capital, LLC | 36 | $1.00K | 0.00% | −2−5.3% | Reduced |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| 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 |
| Aviva PLC | 0 | $0 | 0.00% | −37,096−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −21,196−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −20,055−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,109−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −9,982−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |