Skip to main content

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, Q3 2022

Institutional positions in CBIZ, Inc. as of Sep 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
209
+21 vs. Q2 2022
Shares held
45.7M
−781.7K (−1.7%) vs. Q2 2022
Total value
$1.95B
+$90.4M (+4.9%) vs. Q2 2022
New holders
32
67 more added
Sold out
11
75 more reduced

Compare with Q2 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.

Institutional holdersQ3 2022: 209 institutions
Q1 2021: 168 institutionsQ2 2021: 168 institutionsQ3 2021: 161 institutionsQ4 2021: 169 institutionsQ1 2022: 173 institutionsQ2 2022: 188 institutionsQ3 2022: 209 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: 263 institutionsQ4 2025: 265 institutionsQ1 2026: 263 institutionsQ2 2026: 260 institutions
Value heldQ3 2022: $1.95B
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: $2.23BQ2 2023: $2.36BQ3 2023: $2.27BQ4 2023: $3.01BQ1 2024: $4.09BQ2 2024: $3.43BQ3 2024: $3.06BQ4 2024: $3.74BQ1 2025: $3.39BQ2 2025: $3.47BQ3 2025: $2.72BQ4 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 2025263$2.72B
Q2 2025277$3.47B
Q1 2025290$3.39B
Q4 2024282$3.74B
Q3 2024286$3.06B
Q2 2024276$3.43B
Q1 2024269$4.09B
Q4 2023260$3.01B
Q3 2023245$2.27B
Q2 2023233$2.36B
Q1 2023227$2.23B
Q4 2022228$2.09B
Q3 2022209$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, Q3 2022

Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2022.

Institutions holding CBZ in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP3,548,205$151.8M0.06%−21,595−0.6%Reduced
P2 Capital Partners, LLC3,486,031$149.1M18.40%00.0%Unchanged
BlackRock Inc.3,156,580$135.0M0.00%−42,365−1.3%Reduced
Vanguard Group Inc2,604,941$111.4M0.00%−11,220−0.4%Reduced
Allspring Global Investments Holdings, LLC2,526,105$108.1M0.19%−181,304−6.7%Reduced
Eaton Vance Management2,424,944$103.7M0.15%−33,771−1.4%Reduced
Victory Capital Management Inc1,915,058$81.9M0.10%−26,409−1.4%Reduced
FIL Ltd1,882,168$80.5M0.10%−14,669−0.8%Reduced
Burgundy Asset Management Ltd.1,803,991$77.2M1.08%−170,004−8.6%Reduced
Silvercrest Asset Management Group LLC1,360,110$58.2M0.48%−102,944−7.0%Reduced
Cardinal Capital Management LLC1,287,674$55.1M1.89%−114,318−8.2%Reduced
Mawer Investment Management Ltd.1,269,700$54.3M0.33%−1,700−0.1%Reduced
Atlanta Capital Management Co L L C1,195,082$51.1M0.23%−64,045−5.1%Reduced
Northern Trust Corp1,185,504$50.7M0.01%−41,732−3.4%Reduced
State Street Corp1,001,956$42.9M0.00%+3,392+0.3%Added
William Blair Investment Management, LLC912,018$39.0M0.15%−167,535−15.5%Reduced
Geode Capital Management, LLC857,911$36.7M0.01%+3,658+0.4%Added
Granite Investment Partners, LLC743,766$31.8M1.38%−14,795−2.0%Reduced
Paradice Investment Management LLC719,987$30.8M2.63%−235,925−24.7%Reduced
BloombergSen Inc.667,446$28.6M2.61%−50,972−7.1%Reduced
Price T Rowe Associates Inc595,580$25.5M0.00%+53,565+9.9%Added
Fenimore Asset Management Inc589,592$25.2M0.72%+3,945+0.7%Added
Norges Bank501,389$21.4M0.01%+11,200+2.3%Added
Charles Schwab Investment Management Inc497,725$21.3M0.01%−1,478−0.3%Reduced
Bank of America Corp439,123$18.8M0.00%−72,084−14.1%Reduced
Morgan Stanley405,831$17.4M0.00%+103,335+34.2%Added
ArrowMark Colorado Holdings LLC404,215$17.3M0.21%+35,358+9.6%Added
Bessemer Group Inc369,689$15.8M0.04%+114,515+44.9%Added
Nuveen Asset Management, LLC350,455$15.0M0.01%+66,771+23.5%Added
First Manhattan Co347,455$14.9M0.06%−99,175−22.2%Reduced
Arrowstreet Capital, Limited Partnership301,975$12.9M0.02%+12,488+4.3%Added
Millennium Management LLC290,536$12.4M0.02%+199,329+218.5%Added
Goldman Sachs Group Inc259,973$11.1M0.00%+64,801+33.2%Added
Man Group plc248,414$10.6M0.05%––
Bank of New York Mellon Corp242,320$10.4M0.00%+17,470+7.8%Added
Royal Bank of Canada241,564$10.3M0.00%+3,118+1.3%Added
GW&K Investment Management, LLC227,316$9.72M0.11%−17,830−7.3%Reduced
Neumeier Poma Investment Counsel LLC189,035$8.09M0.80%+189,035New
Invesco Ltd.173,222$7.41M0.00%+18,588+12.0%Added
Cubist Systematic Strategies, LLC149,863$6.41M0.05%+100,885+206.0%Added
Boston Partners142,915$6.11M0.01%−4,605−3.1%Reduced
Public Employees Retirement System of Ohio127,495$5.45M0.02%−143−0.1%Reduced
Alberta Investment Management Corp124,894$5.34M0.04%−25,498−17.0%Reduced
American Century Companies Inc121,078$5.18M0.00%+36,475+43.1%Added
Swiss National Bank111,300$4.76M0.00%+500+0.5%Added
Assenagon Asset Management S.A.110,284$4.72M0.02%+110,284New
Rice Hall James & Associates, LLC103,622$4.43M0.26%+300.0%Added
Panagora Asset Management Inc103,369$4.42M0.03%+5,869+6.0%Added
Ameriprise Financial Inc102,333$4.38M0.00%−28,484−21.8%Reduced
D. E. Shaw & Co., Inc.100,171$4.29M0.01%+50,583+102.0%Added
First Trust Advisors LP96,248$4.12M0.01%−14,165−12.8%Reduced
New York State Common Retirement Fund88,828$3.80M0.01%+116+0.1%Added
Russell Investments Group, Ltd.79,743$3.41M0.01%+76,679+2,502.6%Added
ExodusPoint Capital Management, LP78,087$3.34M0.05%+16,330+26.4%Added
UBS Asset Management Americas Inc72,832$3.12M0.00%−10,134−12.2%Reduced
EAM Investors, LLC70,348$3.01M0.65%+33,831+92.6%Added
Thrivent Financial for Lutherans65,548$2.80M0.01%−104,641−61.5%Reduced
Rhumbline Advisers64,780$2.77M0.00%+5,425+9.1%Added
Alliancebernstein L.P.64,486$2.76M0.00%00.0%Unchanged
JPMorgan Chase & Co63,723$2.73M0.00%−45,956−41.9%Reduced
Two Sigma Advisers, LP61,223$2.62M0.01%+40,900+201.2%Added
California State Teachers Retirement System59,521$2.55M0.00%−1,426−2.3%Reduced
Lazard Asset Management LLC58,761$2.51M0.00%+8,696+17.4%Added
Woodard & Co Asset Management Group Inc57,645$2.47M1.14%00.0%Unchanged
Voloridge Investment Management, LLC57,214$2.45M0.01%+48,070+525.7%Added
Argent Capital Management LLC54,461$2.33M0.09%+54,461New
FMR LLC54,154$2.32M0.00%+1,289+2.4%Added
EAM Global Investors LLC53,068$2.27M0.60%00.0%Unchanged
State of New Jersey Common Pension Fund D52,908$2.26M0.01%−6,576−11.1%Reduced
Citadel Advisors LLC52,146$2.23M0.00%−4,142−7.4%Reduced
Calamos Advisors LLC51,043$2.18M0.01%+51,043New
Martingale Asset Management L P48,170$2.06M0.04%−1,601−3.2%Reduced
Chatham Capital Group, Inc.47,725$2.04M0.50%+1,700+3.7%Added
Legal & General Group Plc45,128$1.93M0.00%−284−0.6%Reduced
Roundview Capital LLC44,105$1.89M0.24%−5,850−11.7%Reduced
Private Advisor Group, LLC42,257$1.81M0.02%−6,063−12.5%Reduced
UBS Group AG42,161$1.80M0.00%−1,007−2.3%Reduced
Credit Suisse AG42,089$1.80M0.00%+6,822+19.3%Added
Qube Research & Technologies Ltd41,965$1.79M0.01%+41,965New
Burton Enright Welch41,613$1.78M0.88%00.0%Unchanged
Dynamic Technology Lab Private Ltd38,410$1.64M0.16%+5,300+16.0%Added
Susquehanna Fundamental Investments, LLC37,653$1.61M0.03%+37,653New
CWM, LLC37,557$1.61M0.01%−2,474−6.2%Reduced
Laurus Investment Counsel Inc.26,090$1.53M0.56%00.0%Unchanged
Teacher Retirement System of Texas34,457$1.47M0.01%+26,695+343.9%Added
Wells Fargo & Company33,861$1.45M0.00%+9,187+37.2%Added
Two Sigma Investments, LP33,872$1.45M0.01%+4,569+15.6%Added
Susquehanna International Group, LLP33,523$1.43M0.00%−43,078−56.2%Reduced
Engineers Gate Manager LP30,605$1.31M0.08%−3,375−9.9%Reduced
Marshall Wace, LLP30,156$1.29M0.00%+2,861+10.5%Added
Schneider Downs Wealth Management Advisors, LP28,676$1.23M0.36%−700−2.4%Reduced
SEI Investments Co27,381$1.17M0.00%+6,036+28.3%Added
First Republic Investment Management, Inc.27,099$1.16M0.00%00.0%Unchanged
AQR Capital Management LLC26,659$1.14M0.00%+1,584+6.3%Added
BNP Paribas Arbitrage, SA25,648$1.10M0.00%+1,573+6.5%Added
MetLife Investment Management25,368$1.09M0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System24,838$1.06M0.00%00.0%Unchanged
Jump Financial, LLC24,714$1.06M0.04%+24,714New
STRS Ohio23,400$1.00M0.00%−1,900−7.5%Reduced
American International Group, Inc.23,008$984.0K0.01%+70.0%Added