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, Q4 2022
Institutional positions in CBIZ, Inc. as of Dec 31, 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
- 228
- +22 vs. Q3 2022
- Shares held
- 44.7M
- +2.68M (+6.4%) vs. Q3 2022
- Total value
- $2.09B
- +$295.2M (+16.4%) vs. Q3 2022
- New holders
- 35
- 69 more added
- Sold out
- 13
- 89 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,871,416 | $181.4M | 0.02% | +3,465,585+853.9% | Added |
| Dimensional Fund Advisors LP | 3,491,632 | $163.6M | 0.05% | −56,573−1.6% | Reduced |
| BlackRock Inc. | 3,298,428 | $154.5M | 0.00% | +141,848+4.5% | Added |
| P2 Capital Partners, LLC | 2,759,595 | $129.3M | 17.09% | −726,436−20.8% | Reduced |
| Vanguard Group Inc | 2,606,788 | $122.1M | 0.00% | +1,847+0.1% | Added |
| FIL Ltd | 1,880,595 | $88.1M | 0.11% | −1,573−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,845,029 | $86.4M | 0.15% | −681,076−27.0% | Reduced |
| Burgundy Asset Management Ltd. | 1,796,457 | $84.2M | 1.09% | −7,534−0.4% | Reduced |
| Victory Capital Management Inc | 1,659,831 | $77.8M | 0.09% | −255,227−13.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,314,364 | $61.6M | 0.47% | −45,746−3.4% | Reduced |
| Mawer Investment Management Ltd. | 1,267,400 | $59.4M | 0.33% | −2,300−0.2% | Reduced |
| Cardinal Capital Management LLC | 1,193,419 | $55.9M | 1.80% | −94,255−7.3% | Reduced |
| Northern Trust Corp | 1,186,026 | $55.6M | 0.01% | +5220.0% | Added |
| State Street Corp | 995,685 | $46.6M | 0.00% | −6,271−0.6% | Reduced |
| William Blair Investment Management, LLC | 881,505 | $41.3M | 0.16% | −30,513−3.3% | Reduced |
| Geode Capital Management, LLC | 875,538 | $41.0M | 0.01% | +17,627+2.1% | Added |
| Granite Investment Partners, LLC | 722,714 | $33.9M | 1.41% | −21,052−2.8% | Reduced |
| Paradice Investment Management LLC | 711,979 | $33.4M | 2.58% | −8,008−1.1% | Reduced |
| Price T Rowe Associates Inc | 677,522 | $31.7M | 0.01% | +81,942+13.8% | Added |
| BloombergSen Inc. | 633,444 | $29.7M | 2.57% | −34,002−5.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 566,490 | $26.5M | 2.46% | +377,455+199.7% | Added |
| Fenimore Asset Management Inc | 565,196 | $26.5M | 0.71% | −24,396−4.1% | Reduced |
| Norges Bank | 501,389 | $23.5M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 495,192 | $23.2M | 0.01% | −2,533−0.5% | Reduced |
| Nuveen Asset Management, LLC | 444,621 | $20.8M | 0.01% | +94,166+26.9% | Added |
| Bank of America Corp | 398,864 | $18.7M | 0.00% | −40,259−9.2% | Reduced |
| Bessemer Group Inc | 386,002 | $18.1M | 0.04% | +16,313+4.4% | Added |
| Goldman Sachs Group Inc | 383,752 | $18.0M | 0.01% | +123,779+47.6% | Added |
| ArrowMark Colorado Holdings LLC | 359,100 | $16.8M | 0.20% | −45,115−11.2% | Reduced |
| GW&K Investment Management, LLC | 344,346 | $16.1M | 0.16% | +117,030+51.5% | Added |
| Arrowstreet Capital, Limited Partnership | 306,435 | $14.4M | 0.02% | +4,460+1.5% | Added |
| Man Group plc | 253,731 | $11.9M | 0.04% | +5,317+2.1% | Added |
| Royal Bank of Canada | 245,100 | $11.5M | 0.00% | +3,536+1.5% | Added |
| First Manhattan Co | 229,560 | $10.8M | 0.04% | −117,895−33.9% | Reduced |
| Bank of New York Mellon Corp | 226,586 | $10.6M | 0.00% | −15,734−6.5% | Reduced |
| Macquarie Group Ltd | 207,485 | $9.72M | 0.01% | +206,652+24,808.2% | Added |
| STRS Ohio | 159,500 | $7.47M | 0.03% | +136,100+581.6% | Added |
| Invesco Ltd. | 143,737 | $6.73M | 0.00% | −29,485−17.0% | Reduced |
| Assenagon Asset Management S.A. | 136,543 | $6.40M | 0.03% | +26,259+23.8% | Added |
| Boston Partners | 134,808 | $6.32M | 0.01% | −8,107−5.7% | Reduced |
| American Century Companies Inc | 126,577 | $5.93M | 0.00% | +5,499+4.5% | Added |
| Segall Bryant & Hamill, LLC | 125,474 | $5.88M | 0.07% | +125,474 | New |
| Public Employees Retirement System of Ohio | 112,227 | $5.26M | 0.02% | −15,268−12.0% | Reduced |
| Swiss National Bank | 111,700 | $5.23M | 0.00% | +400+0.4% | Added |
| Alberta Investment Management Corp | 105,468 | $4.94M | 0.04% | −19,426−15.6% | Reduced |
| Two Sigma Advisers, LP | 104,623 | $4.90M | 0.01% | +43,400+70.9% | Added |
| Russell Investments Group, Ltd. | 103,272 | $4.84M | 0.01% | +23,529+29.5% | Added |
| Panagora Asset Management Inc | 101,091 | $4.74M | 0.03% | −2,278−2.2% | Reduced |
| Ameriprise Financial Inc | 100,293 | $4.70M | 0.00% | −2,040−2.0% | Reduced |
| Two Sigma Investments, LP | 100,078 | $4.69M | 0.02% | +66,206+195.5% | Added |
| JPMorgan Chase & Co | 98,622 | $4.62M | 0.00% | +34,899+54.8% | Added |
| First Trust Advisors LP | 88,989 | $4.17M | 0.00% | −7,259−7.5% | Reduced |
| New York State Common Retirement Fund | 88,794 | $4.16M | 0.01% | −340.0% | Reduced |
| Voloridge Investment Management, LLC | 83,704 | $3.92M | 0.02% | +26,490+46.3% | Added |
| Castleark Management LLC | 82,030 | $3.84M | 0.20% | +82,030 | New |
| D. E. Shaw & Co., Inc. | 77,918 | $3.65M | 0.01% | −22,253−22.2% | Reduced |
| UBS Asset Management Americas Inc | 74,890 | $3.51M | 0.00% | +2,058+2.8% | Added |
| Laurus Investment Counsel Inc. | 52,930 | $3.36M | 1.25% | +26,840+102.9% | Added |
| Rice Hall James & Associates, LLC | 71,316 | $3.34M | 0.19% | −32,306−31.2% | Reduced |
| FMR LLC | 71,183 | $3.33M | 0.00% | +17,029+31.4% | Added |
| Rhumbline Advisers | 67,854 | $3.18M | 0.00% | +3,074+4.7% | Added |
| Neuberger Berman Group LLC | 67,538 | $3.16M | 0.00% | +67,538 | New |
| Alliancebernstein L.P. | 61,386 | $2.88M | 0.00% | −3,100−4.8% | Reduced |
| EAM Investors, LLC | 61,267 | $2.87M | 0.59% | −9,081−12.9% | Reduced |
| California State Teachers Retirement System | 59,395 | $2.78M | 0.00% | −126−0.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.70M | 0.96% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 57,541 | $2.70M | 0.02% | +15,576+37.1% | Added |
| Calamos Advisors LLC | 56,583 | $2.65M | 0.01% | +5,540+10.9% | Added |
| Argent Capital Management LLC | 55,736 | $2.61M | 0.09% | +1,275+2.3% | Added |
| Lazard Asset Management LLC | 55,307 | $2.59M | 0.00% | −3,454−5.9% | Reduced |
| UBS Group AG | 54,773 | $2.57M | 0.00% | +12,612+29.9% | Added |
| Cubist Systematic Strategies, LLC | 54,251 | $2.54M | 0.02% | −95,612−63.8% | Reduced |
| Wells Fargo & Company | 48,383 | $2.27M | 0.00% | +14,522+42.9% | Added |
| Chatham Capital Group, Inc. | 47,625 | $2.23M | 0.52% | −100−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 47,238 | $2.21M | 0.01% | −5,670−10.7% | Reduced |
| Burton Enright Welch | 46,875 | $2.20M | 0.91% | +5,262+12.6% | Added |
| EAM Global Investors LLC | 46,520 | $2.18M | 0.56% | −6,548−12.3% | Reduced |
| Martingale Asset Management L P | 46,339 | $2.17M | 0.04% | −1,831−3.8% | Reduced |
| Legal & General Group Plc | 44,047 | $2.06M | 0.00% | −1,081−2.4% | Reduced |
| Millennium Management LLC | 42,818 | $2.01M | 0.00% | −247,718−85.3% | Reduced |
| Credit Suisse AG | 40,768 | $1.91M | 0.00% | −1,321−3.1% | Reduced |
| Teacher Retirement System of Texas | 40,648 | $1.90M | 0.01% | +6,191+18.0% | Added |
| Roundview Capital LLC | 40,505 | $1.90M | 0.22% | −3,600−8.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 35,859 | $1.68M | 0.03% | −1,794−4.8% | Reduced |
| CWM, LLC | 34,818 | $1.63M | 0.01% | −2,739−7.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 34,200 | $1.60M | 0.01% | +24,600+256.3% | Added |
| Graham Capital Management, L.P. | 32,192 | $1.51M | 0.06% | +32,192 | New |
| Millington Financial Advisors, LLC | 31,570 | $1.48M | 1.44% | +31,570 | New |
| Thrivent Financial for Lutherans | 31,124 | $1.46M | 0.00% | −34,424−52.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,676 | $1.34M | 0.29% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 27,381 | $1.28M | 0.01% | +8,174+42.6% | Added |
| Engineers Gate Manager LP | 27,350 | $1.28M | 0.08% | −3,255−10.6% | Reduced |
| First Republic Investment Management, Inc. | 27,132 | $1.27M | 0.00% | +33+0.1% | Added |
| MetLife Investment Management | 25,368 | $1.19M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,081 | $1.18M | 0.00% | +2,900+13.1% | Added |
| AQR Capital Management LLC | 24,390 | $1.14M | 0.00% | −2,269−8.5% | Reduced |
| AXA S.A. | 23,300 | $1.09M | 0.00% | +23,300 | New |
| American International Group, Inc. | 22,661 | $1.06M | 0.01% | −347−1.5% | Reduced |
| Jennison Associates LLC | 22,009 | $1.03M | 0.00% | −558−2.5% | Reduced |
| Chicago Wealth Management, Inc. | 22,000 | $1.03M | 0.89% | 00.0% | Unchanged |