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 |
|---|---|---|---|---|---|
| Jennison Associates LLC | 22,567 | $965.0K | 0.00% | −1,255−5.3% | Reduced |
| Deutsche Bank AG | 22,181 | $949.0K | 0.00% | −5,587−20.1% | Reduced |
| Chicago Wealth Management, Inc. | 22,000 | $941.0K | 0.90% | 00.0% | Unchanged |
| LPL Financial LLC | 21,623 | $925.0K | 0.00% | −1,064−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 21,207 | $907.0K | 0.00% | −74−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,852 | $892.0K | 0.00% | +6,290+43.2% | Added |
| Manufacturers Life Insurance Company, The | 19,686 | $842.2K | 0.00% | −295−1.5% | Reduced |
| ClariVest Asset Management LLC | 19,592 | $838.0K | 0.04% | −56−0.3% | Reduced |
| Voya Investment Management LLC | 19,220 | $822.2K | 0.00% | +40.0% | Added |
| Glenmede Trust Co NA | 19,207 | $821.0K | 0.01% | +8,850+85.4% | Added |
| Zacks Investment Management | 19,055 | $815.0K | 0.01% | −1,535−7.5% | Reduced |
| Hillsdale Investment Management Inc. | 17,400 | $744.0K | 0.07% | +17,400 | New |
| Envestnet Asset Management Inc | 16,822 | $720.0K | 0.00% | −925−5.2% | Reduced |
| Shell Asset Management Co | 16,654 | $712.0K | 0.03% | −4,402−20.9% | Reduced |
| Principal Financial Group Inc | 16,012 | $685.0K | 0.00% | −16,446−50.7% | Reduced |
| Keybank National Association | 15,988 | $684.0K | 0.00% | −412−2.5% | Reduced |
| 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 |
| Jane Street Group, LLC | 14,778 | $632.0K | 0.00% | +1,620+12.3% | Added |
| Royce & Associates LP | 14,591 | $624.0K | 0.01% | −5,950−29.0% | Reduced |
| Apexium Financial, LP | 13,246 | $567.0K | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,245 | $567.0K | 0.01% | +13,245 | New |
| Arizona State Retirement System | 12,753 | $546.0K | 0.01% | +27+0.2% | Added |
| Gsa Capital Partners LLP | 12,485 | $534.0K | 0.07% | +12,485 | New |
| SG Americas Securities, LLC | 12,402 | $531.0K | 0.01% | +12,402 | New |
| Los Angeles Capital Management LLC | 12,175 | $521.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 12,066 | $516.0K | 0.01% | +955+8.6% | Added |
| Country Club Bank | 11,769 | $506.0K | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 11,325 | $484.0K | 0.00% | +8,974+381.7% | Added |
| Meritage Portfolio Management | 11,148 | $477.0K | 0.04% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,000 | $471.0K | 0.36% | 00.0% | Unchanged |
| Truist Financial Corp | 10,448 | $447.0K | 0.00% | −1,057−9.2% | Reduced |
| RBF Capital, LLC | 10,000 | $428.0K | 0.04% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,600 | $411.0K | 0.00% | −44,484−82.2% | Reduced |
| Morse Asset Management, Inc | 9,300 | $398.0K | 0.15% | −200−2.1% | Reduced |
| Diversified Trust Co | 9,127 | $390.0K | 0.02% | −1,426−13.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $386.0K | 0.24% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,750 | $374.0K | 0.00% | −3,060−25.9% | Reduced |
| HighTower Advisors, LLC | 8,343 | $357.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,313 | $355.0K | 0.00% | −3,077−27.0% | Reduced |
| Mackenzie Financial Corp | 8,058 | $345.0K | 0.00% | +1,501+22.9% | Added |
| HRT Financial LP | 7,912 | $338.0K | 0.00% | −21,410−73.0% | Reduced |
| Empowered Funds, LLC | 7,846 | $336.0K | 0.03% | +7,846 | New |
| Amalgamated Bank | 7,799 | $334.0K | 0.00% | +47+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,749 | $332.0K | 0.00% | +600+8.4% | Added |
| Gotham Asset Management, LLC | 7,608 | $325.0K | 0.01% | +7,608 | New |
| Ifrah Financial Services, Inc. | 7,146 | $306.0K | 0.11% | −262−3.5% | Reduced |
| Gyon Technologies Capital Management, LP | 7,002 | $300.0K | 0.09% | +7,002 | New |
| Citigroup Inc | 6,838 | $292.0K | 0.00% | −2,892−29.7% | Reduced |
| HMS Capital Management, LLC | 6,514 | $279.0K | 0.17% | +6,514 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,374 | $273.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,044 | $259.0K | 0.00% | +105+1.8% | Added |
| HSBC Holdings PLC | 5,851 | $250.0K | 0.00% | −2,789−32.3% | Reduced |
| Kavar Capital Partners Group, LLC | 5,585 | $239.0K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 5,388 | $231.0K | 0.00% | +5,388 | New |
| ProShare Advisors LLC | 5,341 | $228.0K | 0.00% | −179−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 5,290 | $226.0K | 0.00% | +5,290 | New |
| Commerce Bank | 5,024 | $215.0K | 0.00% | +5,024 | New |
| Y-Intercept (Hong Kong) Ltd | 4,953 | $211.9K | 0.02% | +4,953 | New |
| CWM Advisors, LLC | 4,856 | $208.0K | 0.03% | +4,856 | New |
| Versor Investments LP | 4,783 | $205.0K | 0.01% | −6,317−56.9% | Reduced |
| Tudor Investment Corp Et Al | 4,695 | $201.0K | 0.00% | +4,695 | New |
| Vestcor Inc | 4,624 | $198.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,600 | $196.0K | 0.01% | −1,085−19.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,836 | $164.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,444 | $147.0K | 0.01% | +3,444 | New |
| Tower Research Capital LLC (TRC) | 3,304 | $142.0K | 0.00% | +1,317+66.3% | Added |
| Dark Forest Capital Management LP | 3,235 | $138.0K | 0.02% | −302−8.5% | Reduced |
| Wipfli Financial Advisors LLC, | 3,133 | $134.0K | 0.01% | +3,133 | New |
| Nisa Investment Advisors, LLC | 2,691 | $133.0K | 0.00% | −269−9.1% | Reduced |
| Huntington National Bank | 2,952 | $126.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,838 | $121.4K | 0.01% | −264−8.5% | Reduced |
| Barclays PLC | 2,558 | $110.0K | 0.00% | +92+3.7% | Added |
| Trust Co of Vermont | 2,500 | $107.0K | 0.01% | −400−13.8% | Reduced |
| State of Wyoming | 2,278 | $97.0K | 0.05% | +2,278 | New |
| US Bancorp | 1,772 | $76.0K | 0.00% | +79+4.7% | Added |
| Macquarie Group Ltd | 833 | $67.0K | 0.00% | −733−46.8% | Reduced |
| Aquatic Capital Management LLC | 1,300 | $56.0K | 0.01% | +1,300 | New |
| Rockefeller Capital Management L.P. | 1,198 | $51.0K | 0.00% | +770+179.9% | Added |
| Federated Hermes, Inc. | 1,117 | $48.0K | 0.00% | +403+56.4% | Added |
| Pinebridge Investments, L.P. | 756 | $32.0K | 0.00% | +162+27.3% | Added |
| The PNC Financial Services Group, Inc. | 633 | $27.0K | 0.00% | +330+108.9% | Added |
| Advisor Group Holdings, Inc. | 531 | $22.0K | 0.00% | +157+42.0% | Added |
| Ancora Advisors, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $18.2K | 0.01% | 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 |
| Smithfield Trust Co | 321 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 251 | $11.0K | 0.00% | −17−6.3% | Reduced |
| Quadrant Capital Group LLC | 182 | $8.00K | 0.00% | +23+14.5% | Added |
| KB Financial Partners, LLC | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 65 | $3.00K | 0.00% | +15+30.0% | Added |
| Point72 Hong Kong Ltd | 73 | $3.00K | 0.00% | +73 | 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 |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.00K | 0.00% | +11+122.2% | Added |