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
- 208
- +20 vs. Q2 2022
- Shares held
- 45.6M
- −789.6K (−1.7%) vs. Q2 2022
- Total value
- $1.95B
- +$90.1M (+4.8%) vs. Q2 2022
- New holders
- 32
- 67 more added
- Sold out
- 12
- 74 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | +4+57.1% | Added |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| IMA Wealth, Inc. | 4 | $0 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.00K | 0.00% | +11+122.2% | Added |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Ellevest, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| IFP Advisors, Inc | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $2.00K | 0.00% | +19+52.8% | Added |
| Almanack Investment Partners, LLC. | 40 | $2.00K | 0.00% | +40 | New |
| Manchester Capital Management LLC | 65 | $3.00K | 0.00% | +15+30.0% | Added |
| Point72 Hong Kong Ltd | 73 | $3.00K | 0.00% | +73 | New |
| Parallel Advisors, LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 182 | $8.00K | 0.00% | +23+14.5% | Added |
| Signaturefd, LLC | 251 | $11.0K | 0.00% | −17−6.3% | Reduced |
| Smithfield Trust Co | 321 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 363 | $16.0K | 0.00% | +1+0.3% | Added |
| Global Financial Private Client, LLC | 406 | $18.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 531 | $22.0K | 0.00% | +157+42.0% | Added |
| The PNC Financial Services Group, Inc. | 633 | $27.0K | 0.00% | +330+108.9% | Added |
| Pinebridge Investments, L.P. | 756 | $32.0K | 0.00% | +162+27.3% | Added |
| Federated Hermes, Inc. | 1,117 | $48.0K | 0.00% | +403+56.4% | Added |
| Rockefeller Capital Management L.P. | 1,198 | $51.0K | 0.00% | +770+179.9% | Added |
| Aquatic Capital Management LLC | 1,300 | $56.0K | 0.01% | +1,300 | New |
| Macquarie Group Ltd | 833 | $67.0K | 0.00% | −733−46.8% | Reduced |
| US Bancorp | 1,772 | $76.0K | 0.00% | +79+4.7% | Added |
| State of Wyoming | 2,278 | $97.0K | 0.05% | +2,278 | New |
| Trust Co of Vermont | 2,500 | $107.0K | 0.01% | −400−13.8% | Reduced |
| Barclays PLC | 2,558 | $110.0K | 0.00% | +92+3.7% | Added |
| Metropolitan Life Insurance Co | 2,838 | $121.4K | 0.01% | −264−8.5% | Reduced |
| Huntington National Bank | 2,952 | $126.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,691 | $133.0K | 0.00% | −269−9.1% | Reduced |
| Wipfli Financial Advisors LLC, | 3,133 | $134.0K | 0.01% | +3,133 | New |
| Dark Forest Capital Management LP | 3,235 | $138.0K | 0.02% | −302−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,304 | $142.0K | 0.00% | +1,317+66.3% | Added |
| PEAK6 Investments LLC | 3,444 | $147.0K | 0.01% | +3,444 | New |
| Ameritas Investment Partners, Inc. | 3,836 | $164.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,600 | $196.0K | 0.01% | −1,085−19.1% | Reduced |
| Vestcor Inc | 4,624 | $198.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,695 | $201.0K | 0.00% | +4,695 | New |
| Versor Investments LP | 4,783 | $205.0K | 0.01% | −6,317−56.9% | Reduced |
| CWM Advisors, LLC | 4,856 | $208.0K | 0.03% | +4,856 | New |
| Y-Intercept (Hong Kong) Ltd | 4,953 | $211.9K | 0.02% | +4,953 | New |
| Commerce Bank | 5,024 | $215.0K | 0.00% | +5,024 | New |
| Ensign Peak Advisors, Inc | 5,290 | $226.0K | 0.00% | +5,290 | New |
| ProShare Advisors LLC | 5,341 | $228.0K | 0.00% | −179−3.2% | Reduced |
| Mariner, LLC | 5,388 | $231.0K | 0.00% | +5,388 | New |
| Kavar Capital Partners Group, LLC | 5,585 | $239.0K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,851 | $250.0K | 0.00% | −2,789−32.3% | Reduced |
| Captrust Financial Advisors | 6,044 | $259.0K | 0.00% | +105+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $273.0K | 0.00% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 6,514 | $279.0K | 0.17% | +6,514 | New |
| Citigroup Inc | 6,838 | $292.0K | 0.00% | −2,892−29.7% | Reduced |
| Gyon Technologies Capital Management, LP | 7,002 | $300.0K | 0.09% | +7,002 | New |
| Ifrah Financial Services, Inc. | 7,146 | $306.0K | 0.11% | −262−3.5% | Reduced |
| Gotham Asset Management, LLC | 7,608 | $325.0K | 0.01% | +7,608 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,749 | $332.0K | 0.00% | +600+8.4% | Added |
| Amalgamated Bank | 7,799 | $334.0K | 0.00% | +47+0.6% | Added |
| Empowered Funds, LLC | 7,846 | $336.0K | 0.03% | +7,846 | New |
| HRT Financial LP | 7,912 | $338.0K | 0.00% | −21,410−73.0% | Reduced |
| Mackenzie Financial Corp | 8,058 | $345.0K | 0.00% | +1,501+22.9% | Added |
| Acadian Asset Management LLC | 8,313 | $355.0K | 0.00% | −3,077−27.0% | Reduced |
| HighTower Advisors, LLC | 8,343 | $357.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,750 | $374.0K | 0.00% | −3,060−25.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $386.0K | 0.24% | 00.0% | Unchanged |
| Diversified Trust Co | 9,127 | $390.0K | 0.02% | −1,426−13.5% | Reduced |
| Morse Asset Management, Inc | 9,300 | $398.0K | 0.15% | −200−2.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,600 | $411.0K | 0.00% | −44,484−82.2% | Reduced |
| RBF Capital, LLC | 10,000 | $428.0K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 10,448 | $447.0K | 0.00% | −1,057−9.2% | Reduced |
| Next Capital Management LLC | 11,000 | $471.0K | 0.36% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $477.0K | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 11,325 | $484.0K | 0.00% | +8,974+381.7% | Added |
| Country Club Bank | 11,769 | $506.0K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 12,066 | $516.0K | 0.01% | +955+8.6% | Added |
| Los Angeles Capital Management LLC | 12,175 | $521.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,402 | $531.0K | 0.01% | +12,402 | New |
| Gsa Capital Partners LLP | 12,485 | $534.0K | 0.07% | +12,485 | New |
| Arizona State Retirement System | 12,753 | $546.0K | 0.01% | +27+0.2% | Added |
| Apexium Financial, LP | 13,246 | $567.0K | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,245 | $567.0K | 0.01% | +13,245 | New |
| Royce & Associates LP | 14,591 | $624.0K | 0.01% | −5,950−29.0% | Reduced |
| Jane Street Group, LLC | 14,778 | $632.0K | 0.00% | +1,620+12.3% | Added |
| First Capital Advisors Group, LLC. | 15,598 | $667.0K | 0.56% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,598 | $667.0K | 0.20% | 00.0% | Unchanged |
| Keybank National Association | 15,988 | $684.0K | 0.00% | −412−2.5% | Reduced |
| Principal Financial Group Inc | 16,012 | $685.0K | 0.00% | −16,446−50.7% | Reduced |
| Shell Asset Management Co | 16,654 | $712.0K | 0.03% | −4,402−20.9% | Reduced |
| Envestnet Asset Management Inc | 16,822 | $720.0K | 0.00% | −925−5.2% | Reduced |
| Hillsdale Investment Management Inc. | 17,400 | $744.0K | 0.07% | +17,400 | New |
| Zacks Investment Management | 19,055 | $815.0K | 0.01% | −1,535−7.5% | Reduced |
| Glenmede Trust Co NA | 19,207 | $821.0K | 0.01% | +8,850+85.4% | Added |
| Voya Investment Management LLC | 19,220 | $822.2K | 0.00% | +40.0% | Added |